Central Bank Research Hub Fiscal and Monetary Stabilization Policy at the Zero Lower Bound: Consequences of Limited Foresight October 1, 2021
report October 1, 2026 The BoJ Is in No Hurry for the Next Hike Market misprices BoJ's December hike; September remarks reveal growing caution among members... By Takuji Okubo Japan Macro Advisors
report September 28, 2026 Higher Rates For Longer Is A Return To Normal But Markets Not Priced For Normal Best Long And Short Strategies—2026 Q4... By Alan Brazil SOM Macro Strategies
report September 28, 2026 US-Iran | GSSI | Hormuz Constitution and Control Has Iran Tightened Its Military Grip on Hormuz?... By Alessio Farhadi Speevr Intelligence
report September 25, 2026 Trump’s interest in yen increases Takaichi’s troubles US-Japan currency friction puts Takaichi's fiscal expansion plans in the spotlight... By Tobias Harris Japan Foresight
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
Higher Rates For Longer Is A Return To Normal But Markets Not Priced For Normal