report February 8, 2026 Takaichi restructures the political landscape Takaichi leads LDP to its largest-ever majority in the lower house ... By Tobias Harris Japan Foresight
report February 6, 2026 What to watch for on election day (beyond the size of the LDP victory) LDP remains on track for a significant victory... By Tobias Harris Japan Foresight
report February 4, 2026 Assumability – Lower Mortgage Rates Means More Consumption (Part II) Lower rates will unlock trillions in "trapped" home equity to stimulate consumption... By Alan Brazil SOM Macro Strategies
report February 3, 2026 Japan Election | Looking to Sunday and beyond LDP could win in an enormous landslide... By Tobias Harris Japan Foresight
report February 2, 2026 US-Iran-Israel | For the news flow traders… FARS NEWS: Iranian President Orders Nuclear Negotiation... By Alessio Farhadi Speevr Intelligence
Assumability – Lower Mortgage Rates Means More Consumption (Part II)