report October 4, 2026 Tokyo CPI Jump Wont Bring Forward a BoJ Hike Tokyo inflation rose, but the BoJ remains focused on underlying trends, delaying rate hikes until 2027... By Takuji Okubo Japan Macro Advisors
report October 2, 2026 Takaichi on the spot as Beijing charms moderates Beijing's Diplomatic Gambit: Undermining Takaichi While Courting Japanese Moderates... By Tobias Harris Japan Foresight
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
Higher Rates For Longer Is A Return To Normal But Markets Not Priced For Normal