Bruegel Publications Timely measurement of real effective exchange rates Bruegel, Global economy and trade, global governance, trade, trade policy December 23, 2021
report August 5, 2026 Good-bye USD Dominance, Hello Again JPY The yen has been making a quiet comeback as a global currency. As a share of global FX reserves, its share rose from 3.4% in 2009 to 5.8% in 2025, despite the headwind of yen depreciation.... By Takuji Okubo Japan Macro Advisors
report August 5, 2026 Hormuz | Quick Market Comment Situational awareness in a short squeeze. Beneath the Sea to the Rugs Beneath... By Alessio Farhadi Speevr Intelligence
report August 3, 2026 Takaichi buys time with joint intervention but tough decisions still await A currency alliance offers a reprieve, but Takaichi's fiscal vision faces scrutiny... By Tobias Harris Japan Foresight
report August 3, 2026 The Warsh Factor in the JGB Curve The US bond market is charging a risk premium as the new Fed chair obfuscates. About a quarter of that lands on JGBs, raising 10Y about 10bp at end-2026.... By Takuji Okubo Japan Macro Advisors
report August 1, 2026 US-Iran | An Eye For an Eye-Ran Quick update on drunk bar threats... By Alessio Farhadi Speevr Intelligence
