July 13, 2026 04:01 AM GMT Podcast | The Weekly Worldview | North America M Idea Fading Oil Shock, AI Capex and the BoJ's Next Step Japan's resilient wage cycle and AI-capex tailwinds support two more BoJ hikes, but easing food and energy inflation are likely to cap the terminal rate. Play Audio Related Research: Global Economic Briefing | The Weekly Worldview: Fading Oil Shock, AI Capex and the BoJ's Next Step Morgan Stanley & Co. LLC Seth B Carpenter Chief Global Economist Seth.Carpenter@morganstanley.com ...