report October 20, 2026 Yen Repatriation: The Tide Is Turning From 2014 to 2025, Japan bought foreign securities worth about 2% of GDP a year. In 2026 the tide is turning. Banks are selling foreign bonds and capital flow has turned to a small net inflow... By Takuji Okubo Japan Macro Advisors
report October 15, 2026 BoJ’s Koeda Points to a Longer Hiking Cycle Her potential-growth example implies a neutral rate around 2.8%, above the Bank's published 2.5% ceiling and well above today's 1.25% policy rate... By Takuji Okubo Japan Macro Advisors
report October 15, 2026 The Great Yen Rebalancing GPIF, households and the FDI: The capital outflow that sank the yen for 15 years are now rebalancing back to yen... By Takuji Okubo Japan Macro Advisors
report October 14, 2026 Takaichi abandons Yana as political costs mount A Strategic Resignation, But Scrutiny Lingers... By Tobias Harris Japan Foresight
report October 14, 2026 The BoJ Has Reasons Not to Hike Too Soon Bank loan growth is showing an early sign of moderation. Higher debt service costs affect SMEs disproportionally. The BoJ has good reason to be patient before the next hike... By Takuji Okubo Japan Macro Advisors
report October 11, 2026 US-Iran OSINT | Oct 11, 2026 Iran dials up the pressure in the Persian Gulf—more evidence of sea mines... By Alessio Farhadi Speevr Intelligence
report October 10, 2026 Japan Inc. Now Sells No Yen to Invest Abroad Earnings on Japan’s foreign direct investment (FDI) reached 103% of new FDI in 2022–25. With dividends and retained earnings counted together, Japan Inc. now need to sell little yen to invest abroad... By Takuji Okubo Japan Macro Advisors
report October 5, 2026 Policy speech shows Takaichi’s unwavering vision Japan's Economic Transformation: A Resolute Path Forward... By Tobias Harris Japan Foresight
report October 5, 2026 US-Iran OSINT | Oct 5, 2026 OSINT momentum switch and the 'Islamic Republic of Japan' ... By Alessio Farhadi Speevr Intelligence
report October 5, 2026 Higher Rates For Longer Is A Return to Normal, But Markets Are Not Priced For Normal–Part 2 Normalizing Rates, Disjointed Markets: A Q4 2026 Outlook... By Alan Brazil SOM Macro Strategies
report October 4, 2026 Tokyo CPI Jump Wont Bring Forward a BoJ Hike Tokyo inflation rose, but the BoJ remains focused on underlying trends, delaying rate hikes until 2027... By Takuji Okubo Japan Macro Advisors
report October 2, 2026 Takaichi on the spot as Beijing charms moderates Beijing's Diplomatic Gambit: Undermining Takaichi While Courting Japanese Moderates... By Tobias Harris Japan Foresight
report October 1, 2026 The BoJ Is in No Hurry for the Next Hike Market misprices BoJ's December hike; September remarks reveal growing caution among members... By Takuji Okubo Japan Macro Advisors
report September 28, 2026 Higher Rates For Longer Is A Return To Normal But Markets Not Priced For Normal Best Long And Short Strategies—2026 Q4... By Alan Brazil SOM Macro Strategies
report September 28, 2026 US-Iran | GSSI | Hormuz Constitution and Control Has Iran Tightened Its Military Grip on Hormuz?... By Alessio Farhadi Speevr Intelligence
report September 25, 2026 Trump’s interest in yen increases Takaichi’s troubles US-Japan currency friction puts Takaichi's fiscal expansion plans in the spotlight... By Tobias Harris Japan Foresight
report September 24, 2026 The Market Misprices a BoJ December Hike BoJ signals patience, citing weak domestic demand and financial considerations, challenging aggressive market hike expectations... By Takuji Okubo Japan Macro Advisors
report September 23, 2026 Cursory summit highlights US-Japan asymmetries The Alliance Asymmetry: Why Tokyo Can’t Afford to Cross Washington... By Tobias Harris Japan Foresight
report September 23, 2026 US-Iran | UNGA | Saudi-Yemen Positive blip in sentiment is over. House of Saud in trouble... By Alessio Farhadi Speevr Intelligence
report September 21, 2026 Mrs Watanabe No More Speculative FX trading was the key feature of Japanese retail investors. No more. Buy-and-hold strategy has become is mainstay. I explain the arc of Japanese retail investors over the last 5 decades... By Takuji Okubo Japan Macro Advisors
Higher Rates For Longer Is A Return To Normal But Markets Not Priced For Normal