【円の下落が止まらない……円安、なぜここまで進んだ？】かつての「安全資産」が安くなった仕組み／日銀の利上げは十分なのか？／経常黒字なのに、いったいなぜ…？／唐鎌大輔／THINKpod

Since the beginning of July, the dollar/yen exchange rate has reached the 162 yen level, indicating a further weakening of the yen. But why has the yen weakened so much? What changes have occurred since 2012? Mizuho Bank's Chief Market Economist, Daisuke Karakama, explains. [Recorded: June 16th] ◯THINKpod is a business video media presented by Kodansha.    / @thinkpod_by_kodansha   👆Please subscribe to our channel! ◯Guest Daisuke Karakama's note https://note.com/dkarakama Part 1 This video Part 2    • 【円安に苦しむ日本】再び円が強くなることはあるのか？／デジタル赤字の実態／貿易赤字は...   (Scheduled for release on July 3rd at 8:00 PM) Table of Contents 0:00 Digest 0:42 Opening 3:52 Relationship between the Bank of Japan's interest rate hikes and exchange rates 6:26 What are the factors behind the weakening yen? 9:20 Why is the yen no longer a safe-haven currency? 12:40 Did we fail to notice the change? 15:00 Is the zero trade surplus having an effect? 18:16 Past backlash 22:30 What was the sense of crisis at the Kanda study group? Guest Daisuke Karakama / Chief Market Economist, Mizuho Bank After graduating from Keio University's Faculty of Economics in 2004, he joined the Japan External Trade Organization (JETRO). After working at the Japan Center for Economic Research and the Directorate-General for Economic and Financial Affairs of the European Commission (Belgium), he joined Mizuho Corporate Bank (now Mizuho Bank) in 2008. His publications include "The True Nature of the Weak Yen: Japan, the Masked Surplus Nation." Interviewer Masashi Fujioka Born April 6, 1975, in Fukuoka Prefecture. Graduated from Takushoku University, Faculty of Political Science and Economics. After working at an editorial production company, he became a reporter for Kodansha's "Weekly Gendai" in December 2005. He covered the Fukuoka bullying suicide case, the massive tax evasion case surrounding Canon, and the disguised employment issue. Following the Lehman Shock, he expanded his activities to include macroeconomics, markets, and corporate research, and covered the Toshiba accounting fraud issue. His publications include "Self-Preservation: The Deep Roots of the Sekisui House Coup." #ExchangeRates #YenDepreciation #DigitalDeficit #Business #Money #Investment