report September 4, 2026 BoJ Policy Stance Indicator — The Primer BoJ-PSI assesses the policy stance of each board member at every meeting and every speech. It uses text analysis to attribute anonymous remarks in the BoJ minutes to individual members.... By Takuji Okubo Japan Macro Advisors
report September 2, 2026 Darrel Duffie | Jackson Hole: Payments, Tokenization, Stablecoins and Fed Balance Sheet The new financial architecture presented at Jackson Hole... By Alessio Farhadi Speevr Intelligence
report September 1, 2026 US pressure on macroeconomic policy puts Takaichi in bind Japan's Fiscal Tightrope: PM Takaichi Navigates US Demands and Domestic Pressures... By Tobias Harris Japan Foresight
report August 30, 2026 Mark Carney’s Stag Hunt Canada cannot win a trade war against the US solo, and Carney knows it. In this article, I explain the global trade war through a game theory lens, and show the real game Carney is playing.... By Takuji Okubo Japan Macro Advisors
report August 27, 2026 Takaichi vulnerable ahead of challenging political stretch Takaichi's Tightrope: Fading Popularity, Fraught Future... By Tobias Harris Japan Foresight
