report June 30, 2026 The limits of power Ambition Meets Reality: Takaichi's Struggle for Legislative Control... By Tobias Harris Japan Foresight
report June 30, 2026 Spectra Markets | am/FX: USDJPY and NFP Short & to the point today... By Brent Donnelly Spectra Markets
report June 28, 2026 My Recent AI Buildout Opportunity Trades Targets Hit: Cashing Out of the U.S. for China’s AI Boom... By Alan Brazil SOM Macro Strategies
report June 26, 2026 Takaichi’s fiscal gamble comes into view Japan's Ambitious Spending: A High-Stakes Path to Prosperity... By Tobias Harris Japan Foresight
report June 25, 2026 BoJ Steps Up Its Verbal Yen-Intervention The Bank implicitly communicates that defending the yen is now part of its rate hike framework... By Takuji Okubo Japan Macro Advisors
My Recent AI Buildout Opportunity Trades