report November 21, 2025 What we learned from Takaichi’s stimulus package Takaichi government unveiled the largest stimulus package... By Tobias Harris Japan Foresight
report November 19, 2025 Japan braces for protracted struggle as China increases economic pressure Neither Tokyo nor Beijing is backing down... By Tobias Harris Japan Foresight
report November 18, 2025 Field notes: some tentative findings about the Takaichi government This note summarizes the findings from my meetings with politicians, bureaucrats, academics, and other experts.... By Tobias Harris Japan Foresight
report November 6, 2025 Takaichi Pursues State-Led Transformation Amidst Macroeconomic Pressures Takaichi is preparing a supplemental budget, that will not only provide relief from cost-of-living increases... By Tobias Harris Japan Foresight
report October 27, 2025 Tobias Harris | Japan Politics Post-Election Overview with analysis by Tobias Harris... By Alessio Farhadi, Tobias Harris Speevr Intelligence
report May 25, 2025 Markets | Fed Spy | US-Japan | Tariffs | Rubrik | Quantum Fed spies and mail-ordered brides. Market update... By Alessio Farhadi Speevr Intelligence
report August 28, 2024 Update On Recommended Trades I closed my long Yen call on August 6th after the Yen’s rally. The trade was up almost seven times versus the initial investment.... By Alan Brazil SOM Macro Strategies
report March 20, 2024 FOMC | BoJ | Merlyn, Telecom Italia Activist Position BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy's largest telecom provider... By Alessio Farhadi Speevr Intelligence
report February 27, 2024 Al-Chips & Hummus | JPY | Russia-Ukraine | US rents Biden turns the screw on Israeli hostage negotiators. A mishmash of topics... By Alessio Farhadi Speevr Intelligence
report November 7, 2023 BoJ | Alan Brazil | Higher for longer And Brent Donnelly on JPY... By Alessio Farhadi Speevr Intelligence
Update On Recommended Trades