Central Bank Research Hub Monetary Policy, Trends in Real Interest Rates and Depressed Demand June 1, 2021
report August 17, 2026 Ten charts to Monitor the BoJ’s QE Exit — Part 1 I present BoJ QT monitor. In part 1, I focus on how far the BoJ's JGB ownership fell, who filled the gap and what happens to public sector debt duration when you consolidate BoJ reserves into it.... By Takuji Okubo Japan Macro Advisors
report August 13, 2026 The Case For Not Hiking–After Adjusting For Transitory Factors, Inflation Is Falling Towards 2% Beyond the headlines: Inflation's true trajectory suggests a pause on rate hikes... By Alan Brazil SOM Macro Strategies
report August 11, 2026 The BoJ’s Equity Bet Is Paying for QE Exit BoJ's ¥100+ trn equity ETF portfolio covers what it loses on its bonds. The same portfolio is the only channel through which the exit can break the Bank.... By Takuji Okubo Japan Macro Advisors
report August 11, 2026 Hormuz | The Doctrine Voice Enters the Theatre Rezaei's appointment to the SNSC — and why the Leader has changed who holds his seat... By Shahin Iraninejad Global South Strategic Intelligence
report August 11, 2026 Comment: The BoJ’s Equity Bet Is Paying for QE Exit A couple of points to add on Japan CIA and Yen carry trade ... By Alessio Farhadi Speevr Intelligence
The Case For Not Hiking–After Adjusting For Transitory Factors, Inflation Is Falling Towards 2%