What podcasts say about Taro Kimura

Every statement, with the speaker, the exact quote and the moment it was said.

What Taro Kimura has said on podcasts

7 statements · 4 positive · 1 negative · 2 neutral

on Bank of Japan monetary policyNeutralOct 23, 2026· Bloomberg Daybreak Weekend
The BOJ will hold rates next week and hike in December.
“the answer for the next week is the hawkish hold, and they're going to deliver a rate hike in December”
Listen at 39:14
Open the episode · Daybreak Weekend: US Tech, UK Budget, BOJ Decision
on Bank of Japan terminal rateNeutralOct 23, 2026· Bloomberg Daybreak Weekend
Japan’s current tightening cycle will end with a 2% policy rate.
“I see my terminal rate at 2%”
Listen at 39:37
Open the episode · Daybreak Weekend: US Tech, UK Budget, BOJ Decision
on Japan economic growthPositiveOct 23, 2026· Bloomberg Daybreak Weekend
Japan’s growth will be 0.5% in 2026 and above 1% in 2027.
“We are forecasting 0.5% for 2026 and extended it to above 1% for 2027.”
Listen at 41:00
Open the episode · Daybreak Weekend: US Tech, UK Budget, BOJ Decision
on Japanese corporate earnings and growthPositiveOct 23, 2026· Bloomberg Daybreak Weekend
Japanese corporate earnings and growth momentum will remain solid despite BOJ hikes.
“the corporate earnings is going to remain solid and growth momentum is going to remain solid.”
Listen at 41:57
Open the episode · Daybreak Weekend: US Tech, UK Budget, BOJ Decision
on Bank of Japan monetary policyNegativeOct 23, 2026· Bloomberg Daybreak Weekend
Continued AI-stock correction could cause the BOJ to reverse its hawkish policy turn.
“the BOJ may change the course for their uh hawkish turn that's made in september”
Listen at 44:39
Open the episode · Daybreak Weekend: US Tech, UK Budget, BOJ Decision
on Japan deflationary mindsetPositiveOct 23, 2026· Bloomberg Daybreak Weekend
Japan’s deflationary mindset has been shed across the economy.
“Japan's... deflationary mindset was shook off from corporates, from households, from economists, every player in the economy.”
Listen at 45:27
Open the episode · Daybreak Weekend: US Tech, UK Budget, BOJ Decision
on Bank of Japan monetary policyPositiveOct 23, 2026· Bloomberg Daybreak Weekend
A BOJ rate near 2% should keep inflation around its 2% target.
“the hike towards 2%, which I think is a terminal rate for this current tightening cycle, is enough to keep the price settling around 2% target.”
Listen at 46:10
Open the episode · Daybreak Weekend: US Tech, UK Budget, BOJ Decision

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.