report July 13, 2026 Changing the GPIF will be easier said than done Japan's Pension Puzzle: Policy Talk vs. Reform Reality... By Tobias Harris Japan Foresight
report July 8, 2026 Takaichi’s opponents force her to back down again Concessions Reveal Cracks in Takaichi's Leadership... By Tobias Harris Japan Foresight
report July 1, 2026 Mercy for a Central Bank in a Vice The vice that held the Bank of Japan for four months loosened this morning.... By Takuji Okubo Japan Macro Advisors
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 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
report June 23, 2026 Takaichi presses ahead with tax cut plan despite doubters A High-Stakes Push Against Political Headwinds... By Tobias Harris Japan Foresight
report June 16, 2026 No surprises from BOJ as focus turns to fiscal policy Monetary Stability Achieved, Fiscal Challenges Loom for Takaichi Government... By Tobias Harris Japan Foresight
report June 12, 2026 BOJ will send useful signals even with Ueda absent Beyond Ueda: Decoding the BOJ's Next Steps on Rates and Bonds... By Tobias Harris Japan Foresight
