キヤノングローバル戦略研究所(CIGS)は2017年7月11日に、ノミ・プリンス氏のセミナーを開催しました(モデレーター:小手川大助研究主幹)。これは同セミナーの「発表要旨・質疑応答(日本語)」です。
発表概要
Last fall, in the aftermath of the US election, Nomi provided her on-point insights about Japan's risks and opportunities as related to global monetary policy, international capital markets, large private sector institutions and banks, and the shifting geo-political landscape.
With the Trump administration entering its sixth month, much remains in flux regarding politics within Washington, DC and globally. Nomi will discuss what has transpired, and is developing, regarding US policy from the standpoint of the budget, defense spending, financial regulations, and trade agreements. She will talk about the impact that ongoing central bank support from the world's major nations still has on international markets and economies, as the Fed stands poised for its fourth rate hike since the financial crisis, while the Bank of Japan and ECB take different tacks, and the prospects for growth when debt and central bank assets make up so much of GDP.
With respect to banking legislations, Nomi will discuss her detailed work with Republicans and Democrats on the restoration of the Glass-Steagall Act that separated commercial from investment banking activities, and which, for the first time since its repeal in 1999 is on the platform of both major US political parties. How this evolves has major implications for the relationship between US and Japanese banks, as well as central banks with respect to monetary policy and subsidies.
With respect to trade agreements, though the US has pledged ongoing support for Japan, other nations, including Japan, have been solidifying trading, currency and financial alliances outside of those with the US, a shift with major implications going forward. Nomi will discuss the world's largest trade partnership as they develop in the wake of Trump administration's policies, from the RCEP, TPP, and NAFTA to the Pacific Alliance, and what this means for Japan. She will address the threat of growing asset bubbles, and how they can be monitored, and their risks mitigated.
→「発表要旨」「質疑応答」全文を読む
発表要旨PDF:344KB
質疑応答PDF:404KB
→同セミナーのイベント開催報告はこちら
ノミ・プリンス セミナー "A New Chapter: US-Japan - Shifting Power Alliances, Central Bank Collusion and the Trump Era -"