report July 20, 2026 The Long Climb in JGB Yields Is Nearly Over JGB yields saw a historic rise between 2022-2026. Most of the rise came from higher inflation expectations and a normalization of term premia. Our analysis shows the Long Climb is likely nearly over.... By Takuji Okubo Japan Macro Advisors
report July 17, 2026 Yankistan/Eye-Ran/Houthis | Update – July 17, 2026 Who has better intelligence? Brief take on US-Iran escalation... By Alessio Farhadi Speevr Intelligence
report July 17, 2026 Legislative wins masks bigger challenges for Takaichi Takaichi's uncompromising style: victories at a rising political cost... By Tobias Harris Japan Foresight
report July 16, 2026 Japan’s Fiscal Vigilantes Are Misreading the Curve The JGB curve's shape shows fiscal fear is not the primary driver for the rise in long term bond yields... By Takuji Okubo Japan Macro Advisors
report July 13, 2026 US-Iran | Will the Houthis Close the Bab El-Mandeb? Saudi strikes on Sanaa airport risks further expansion... By Alessio Farhadi Speevr Intelligence
