report July 27, 2026 The Case For Not Hiking Inflation Is Fading And What Remains Is Structural Not Demand-Driven... By Alan Brazil SOM Macro Strategies
report July 24, 2026 Diet session ends with Takaichi on defensive Recess or Reset? Takaichi's Uphill Battle for Public Support and Policy Control... By Tobias Harris Japan Foresight
report July 22, 2026 US Econ | FOMC | GS Mericle Hack David Mericle outlines Goldman Sachs' baseline macro outlook under newly appointed Fed Chairman Kevin Warsh... By Alessio Farhadi
report July 21, 2026 Economic strategy commits Japan to risky course of action State-Led Growth and Security Spending Takes Center Stage... By Tobias Harris Japan Foresight
report July 20, 2026 The Long Climb in JGB Yields Is Nearly Over JGB yields saw a historic rise between 2022-2026. Most of the rise came from higher inflation expectations and a normalization of term premia. Our analysis shows the Long Climb is likely nearly over.... By Takuji Okubo Japan Macro Advisors
The Case For Not Hiking