【「株高でも生活苦」なぜ？】高市早苗の経済政策を読み解く｜増税しなくても国が潤うカラクリ｜実質債務はGDP比130%→60%に激減していた｜消費減税と国民への投資こそが成長のカギ【山﨑慧】

◆Click here for the August issue of Monthly Bungei Shunju, featuring an article by Kei Yamazaki! https://amzn.to/4gL2W1z *The above link uses an Amazon Associates link. ★Please subscribe and like!★    / @bungeishunju   〈Program Overview〉 This episode of +RONTEN's theme is "The Truth About Sanaenomics: Why Are People Still Struggling to Live Despite Rising Stock Prices?" Approximately nine months have passed since the inauguration of the Takaichi administration. During this time, the Nikkei average has risen by about 20,000 yen, finally surpassing 70,000 yen. However, despite rising stock prices, people's lives remain difficult. Kei Yamazaki of Mitsubishi UFJ Morgan Stanley Securities points to this phenomenon as a "structural change in the Japanese economy." He has also written an article on this topic in the August issue of Monthly Bungei Shunju, currently on sale. This episode will feature an interview with Mr. Yamazaki based on that article. Table of Contents 00:00 Opening Digest 00:45 Today's Theme 01:32 Why are people struggling financially despite rising stock prices? 06:20 Why has Japan shifted to an inflationary economy? 08:47 The gap between nominal and real GDP 10:17 Why are stock prices continuing to rise? 14:05 Household consumption peaked 12 years ago! 22:15 The era of "losing money" with cash and deposit assets 27:08 The damage from high oil prices directly impacts household finances 28:19 When will trickle-down economics happen? 29:40 Is government debt "drastically decreasing"?! 41:24 What Economic Policies Should Be Implemented in the Future? 46:19 Recommendations for Sanaenomics 〈Guest〉 ・Kei Yamazaki | Global Investment Strategist, Mitsubishi UFJ Morgan Stanley Securities As a global investment strategist at Mitsubishi UFJ Morgan Stanley Securities, he mainly handles the formulation of economic forecasts. Head of the Macro Team in the Wealth Management Research Department. Previously, he worked as a multi-asset fund manager, economist, and foreign equity fund manager in Hong Kong. 〈MC〉 ・Gen Murai | Editor-in-Chief, Bungei Shunju PLUS Born in Inagi City, Tokyo in 1988. Joined Bungei Shunju Ltd. in April 2011 and was assigned to the "Shukan Bunshun" editorial department. In July 2015, he moved to the "Shukan Bunshun" editorial department. In July 2019, he became the project manager for "Shukan Bunshun digital". In July 2021, he became the desk editor for "Shukan Bunshun Digital Edition". She became the "Editor-in-Chief of the Digital Edition" in July 2024, and in December 2024, she was appointed Editor-in-Chief of the video media "Bungei Shunju PLUS". #Economy #Sanae Takaichi #ProactiveFiscalPolicy #BungeiShunju #BungeiShunjuPLUS