Despite that strong 1.7% GDP growth Japan achieved in the first quarter, investment in the private sector was weak.

Further stimulus is needed otherwise a slowdown will ensue.

A US-Japan political standoff is also developing because of the yen's strength.

Investments are now risk-off.

Despite that strong 1.7% GDP growth Japan achieved in the first quarter, investment in the private sector was weak. Further stimulus is needed otherwise a slowdown will ensue. A US-Japan political standoff is also developing because of the yen's strength. Investments are now risk-off.

Japan's Strong 1Q GDP Belies Reflation Shortfall

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Japan's Strong 1Q GDP Belies Reflation Shortfall

Japan's Strong 1Q GDP Belies Reflation Shortfall