Central Bank Research Hub Corporate debt booms, financial constraints and the investment nexus August 13, 2021
report July 8, 2026 Takaichi’s opponents force her to back down again Concessions Reveal Cracks in Takaichi's Leadership... By Tobias Harris Japan Foresight
report July 1, 2026 Mercy for a Central Bank in a Vice The vice that held the Bank of Japan for four months loosened this morning.... By Takuji Okubo Japan Macro Advisors
report June 30, 2026 The limits of power Ambition Meets Reality: Takaichi's Struggle for Legislative Control... By Tobias Harris Japan Foresight
report June 30, 2026 Spectra Markets | am/FX: USDJPY and NFP Short & to the point today... By Brent Donnelly Spectra Markets
report June 28, 2026 My Recent AI Buildout Opportunity Trades Targets Hit: Cashing Out of the U.S. for China’s AI Boom... By Alan Brazil SOM Macro Strategies
My Recent AI Buildout Opportunity Trades