Central Bank Research Hub Does political polarization affect economic expectations?: Evidence from three decades of cabinet shifts in Europe September 1, 2021
report October 21, 2026 Government seeks smooth passage for tax cut as debate begins Takaichi's Tax Cut: Assured Passage, Uncertain Political Cost... By Tobias Harris Japan Foresight
report October 21, 2026 Higher Rates For Longer Is A Return To Normal But Markets Are Not Priced For Normal – Part 1 and Part 3 Updated Uncovering optimal long and short strategies for the market's new normal... By Alan Brazil SOM Macro Strategies
report October 20, 2026 Yen Repatriation: The Tide Is Turning From 2014 to 2025, Japan bought foreign securities worth about 2% of GDP a year. In 2026 the tide is turning. Banks are selling foreign bonds and capital flow has turned to a small net inflow... By Takuji Okubo Japan Macro Advisors
report October 15, 2026 BoJ’s Koeda Points to a Longer Hiking Cycle Her potential-growth example implies a neutral rate around 2.8%, above the Bank's published 2.5% ceiling and well above today's 1.25% policy rate... By Takuji Okubo Japan Macro Advisors
report October 15, 2026 The Great Yen Rebalancing GPIF, households and the FDI: The capital outflow that sank the yen for 15 years are now rebalancing back to yen... By Takuji Okubo Japan Macro Advisors
