Central Bank Research Hub Distrust or speculation? the socioeconomic drivers of U.S. cryptocurrency investments July 1, 2021
report September 16, 2026 US Economy | FOMC Preview A few random points, if not already obvious, are worth highlighting... By Alessio Farhadi Speevr Intelligence
report September 13, 2026 BoJ Preview: September Hike, Then Patience BoJ's September hike is imminent, but expect a prolonged pause, with Masu Kazuyuki emerging as a surprising moderate... By Takuji Okubo Japan Macro Advisors
report September 10, 2026 Yen Repatriation Starts with the Whale GPIF, one of the largest national pension funds in the world, is likely to rebalance its assets from non-yen bonds to yen bonds, signaling a big turn in Japan's cross-border capital flows.... By Takuji Okubo Japan Macro Advisors
report September 9, 2026 State of exception Beyond the 'Bessent Put': Japan's Fiscal Reality Check... By Tobias Harris Japan Foresight
report September 7, 2026 Spectra Markets | am/FX: Yen update I think we get another big wave down -- to 152ish in USDJPY and 177ish in EURJPY -- and then I will go to neutral on the yen.... By Brent Donnelly Spectra Markets
