report October 1, 2026 The BoJ Is in No Hurry for the Next Hike Market misprices BoJ's December hike; September remarks reveal growing caution among members... By Takuji Okubo Japan Macro Advisors
report September 24, 2026 The Market Misprices a BoJ December Hike BoJ signals patience, citing weak domestic demand and financial considerations, challenging aggressive market hike expectations... By Takuji Okubo Japan Macro Advisors
report September 21, 2026 Mrs Watanabe No More Speculative FX trading was the key feature of Japanese retail investors. No more. Buy-and-hold strategy has become is mainstay. I explain the arc of Japanese retail investors over the last 5 decades... By Takuji Okubo Japan Macro Advisors
report September 18, 2026 BoJ Ueda: Virtually no chance of an October hike Governor Ueda forcefully guides down market expectations for immediate rate increases... By Takuji Okubo Japan Macro Advisors
report September 13, 2026 BoJ Preview: September Hike, Then Patience BoJ's September hike is imminent, but expect a prolonged pause, with Masu Kazuyuki emerging as a surprising moderate... By Takuji Okubo Japan Macro Advisors
