report September 25, 2026 Trump’s interest in yen increases Takaichi’s troubles US-Japan currency friction puts Takaichi's fiscal expansion plans in the spotlight... By Tobias Harris Japan Foresight
report September 24, 2026 The Market Misprices a BoJ December Hike BoJ signals patience, citing weak domestic demand and financial considerations, challenging aggressive market hike expectations... By Takuji Okubo Japan Macro Advisors
report September 23, 2026 Cursory summit highlights US-Japan asymmetries The Alliance Asymmetry: Why Tokyo Can’t Afford to Cross Washington... By Tobias Harris Japan Foresight
report September 23, 2026 US-Iran | UNGA | Saudi-Yemen Positive blip in sentiment is over. House of Saud in trouble... By Alessio Farhadi Speevr Intelligence
report September 21, 2026 Mrs Watanabe No More Speculative FX trading was the key feature of Japanese retail investors. No more. Buy-and-hold strategy has become is mainstay. I explain the arc of Japanese retail investors over the last 5 decades... By Takuji Okubo Japan Macro Advisors
