Central Bank Research Hub Monetary Policy and the Persistent Aggregate Effects of Wealth Redistribution August 1, 2021
report December 26, 2025 In budget, Takaichi touts responsibility but details tell different story Approved JPY 122.3tn draft budget for FY2026 on Friday... By Tobias Harris Japan Foresight
report December 23, 2025 Identifying the Opportunities of The AI Buildout – Part 3 AI Reliable Power Will Reprice Energy Markets—And Force a Reexamination of Coal... By Alan Brazil SOM Macro Strategies
report December 22, 2025 Spectra Markets | USDJPY and more USDJPY, FX vol, Silver, Gold, NVDA & TSLA... By Brent Donnelly Spectra Markets
report December 19, 2025 As Bank of Japan hikes, yen weakness looms as challenge How political and monetary authorities manage yen weakness is emerging as a major issue for 2026... By Tobias Harris Japan Foresight
report December 18, 2025 Japan Risks 2026 | Tax deal with Tamaki essentially an external cooperation pact A tax deal in name, a confidence-and-supply pact in practice... By Tobias Harris Japan Foresight
Identifying the Opportunities of The AI Buildout – Part 3