The banks are back, ... A normal economy where you've got not just growth in employment and wages, but also growth in credit is likely to become more pronounced.
More Quotes from Jesper Koll:
There are some details that need to be worked out (in determining) exactly what form of coalition government we're going to get, ... But essentially, the message for financial markets is 'yes -- reform,' but it's not going to be dictated by the conservative LDP.Jesper Koll
Consumer spending has become a credible engine of growth for the Japanese economy. Wages and incomes are increasing, job security is improving. It's a virtuous circle.
Jesper Koll
All liquidity starts in Japan, the world's largest creditor country. When rates go up here, rates go up everywhere.
Jesper Koll
Exports are the icing on the cake.
Jesper Koll
The moment American growth slows down below, say, 2 percent, trade pressures are not just something that we talk about but are something that are really going to hit policy makers.
Jesper Koll
Strengthening spending patterns are being underpinned by capital expenditure, job creation, and rising wages in Japan.
Jesper Koll
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