Central Bank Research Hub Macroeconomic reversal rate in a low interest rate environment December 1, 2021
report November 12, 2026 BoJ Asada No Longer a Die-Hard Dove He will still vote to hold in December, but he now accepts that rates may need to rise eventually, although at a slow pace... By Takuji Okubo Yen Macro Research
report November 11, 2026 France-Iran: Settling Scores | FX | Muppet of the Day And the winner is...... By Alessio Farhadi Speevr Intelligence
report November 10, 2026 US/Israel-Iran | Tabaar/Vaez: Big Picture (Part 3) | Markets A Conversation With Ali Vaez and Mohammad Ayatollahi Tabaar... By Alessio Farhadi Speevr Intelligence
report November 10, 2026 The BoJ’s Swing Votes Are Splitting Apart I expect a 7–2 hold in December, with a 6–3 split possible if Koeda flips. Consumer spending remains below its May peak, and a sharp drop in Chinese tourists is hurting domestic demand... By Takuji Okubo Yen Macro Research
report November 8, 2026 JGB Yields Have Probably Peaked JGB yields have probably peaked for this cycle. I expect additional BoJ hikes, but none before March 2027, while asset rebalancing back to yen supports JGBs... By Takuji Okubo Yen Macro Research
