Bruegel Publications Timely measurement of real effective exchange rates Bruegel, Global economy and trade, global governance, trade, trade policy December 23, 2021
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
report July 31, 2026 BOJ holds but anticipates higher inflation from multiple sources Hawkish Signals Point to September Hike, Aided by Political Climate... By Tobias Harris Japan Foresight
report July 31, 2026 GSWM | Mid-Year Outlook 2026: Resilience Reinforces the US Exceptionalism Thesis Revisiting GSWM ISG Investment Outlook 2026... By Alessio Farhadi Speevr Intelligence
