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
report September 7, 2026 US-Iran Update | Sep 7, 2026 Potential TACO of sorts this week, even though the medium-term trajectory still points toward further escalation... By Alessio Farhadi Speevr Intelligence
report September 6, 2026 Mark Galeotti | No Breakthrough on Peace, Rising Intelligence Rivalry in Kyiv The War Within the War: Intelligence Rivalries and Escalation... By Alessio Farhadi Speevr Intelligence
