report August 13, 2026 The Case For Not Hiking–After Adjusting For Transitory Factors, Inflation Is Falling Towards 2% Beyond the headlines: Inflation's true trajectory suggests a pause on rate hikes... By Alan Brazil SOM Macro Strategies
report August 11, 2026 The BoJ’s Equity Bet Is Paying for QE Exit BoJ's ¥100+ trn equity ETF portfolio covers what it loses on its bonds. The same portfolio is the only channel through which the exit can break the Bank.... By Takuji Okubo Japan Macro Advisors
report August 11, 2026 Hormuz | The Doctrine Voice Enters the Theatre Rezaei's appointment to the SNSC — and why the Leader has changed who holds his seat... By Shahin Iraninejad Global South Strategic Intelligence
report August 6, 2026 LDP signs off on tax cut, but broader fight is just beginning Takaichi's fiscal policies ignite domestic dissent and international scrutiny... By Tobias Harris Japan Foresight
report August 5, 2026 Hormuz: Who Writes the Rules of Passage? How the SoH moved from physical closure to competing systems of permission, insurance and verification... By Shahin Iraninejad Global South Strategic Intelligence
The Case For Not Hiking–After Adjusting For Transitory Factors, Inflation Is Falling Towards 2%