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
report September 4, 2026 Little clarity in the initial 2027 budget numbers Japan's Budgetary Fog: New Frameworks, Old Questions... By Tobias Harris Japan Foresight
report September 4, 2026 Using PSI to predict the next BoJ policy decision BoJ will decide its policy on September 18. In this article, I read each board member through Policy Stance Indicator and explain the likely outcome, 7-2 for hike.... By Takuji Okubo Japan Macro Advisors
