Bruegel Publications A new integrated-value assessment method for corporate investment Bruegel, Energy & Climate, European Macroeconomics & Governance, sustainability September 23, 2021
report October 22, 2026 JMA Monthly #1: The Inaugural Issue In this inaugural issue of JMA Monthly, I look at the BoJ’s progress in quantitative tightening and what it means for the JGB market... By Takuji Okubo Japan Macro Advisors
report October 21, 2026 US/Israel-Iran | OSINT: MOABs & FOABs (Part 1) War-war is better than jaw-jaw, The drumbeat of war gets louder... By Alessio Farhadi Speevr Intelligence
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
