Central Bank Research Hub Holding the Economy by the Tail: Analysis of Short- and Long-run Macroeconomic Risks September 1, 2021
report September 24, 2026 The Market Misprices a BoJ December Hike BoJ signals patience, citing weak domestic demand and financial considerations, challenging aggressive market hike expectations... By Takuji Okubo Japan Macro Advisors
report September 23, 2026 US-Iran | UNGA | Saudi-Yemen Positive blip in sentiment is over. House of Saud in trouble... By Alessio Farhadi Speevr Intelligence
report September 21, 2026 Mrs Watanabe No More Speculative FX trading was the key feature of Japanese retail investors. No more. Buy-and-hold strategy has become is mainstay. I explain the arc of Japanese retail investors over the last 5 decades... By Takuji Okubo Japan Macro Advisors
report September 18, 2026 Ueda remains true to himself Ueda's unwavering caution guides Japan's monetary policy... By Tobias Harris Japan Foresight
report September 18, 2026 BoJ Ueda: Virtually no chance of an October hike Governor Ueda forcefully guides down market expectations for immediate rate increases... By Takuji Okubo Japan Macro Advisors
