Central Bank Research Hub Why does risk matter more in recessions than in expansions? October 5, 2021
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
report September 23, 2026 Cursory summit highlights US-Japan asymmetries The Alliance Asymmetry: Why Tokyo Can’t Afford to Cross Washington... By Tobias Harris Japan Foresight
Higher Rates For Longer Is A Return To Normal But Markets Not Priced For Normal