report September 17, 2026 Reshuffle signals policy continuity and subtle political shifts Cabinet Stability Meets Leadership Ambitions... By Tobias Harris Japan Foresight
report September 16, 2026 US Economy | FOMC Preview A few random points, if not already obvious, are worth highlighting... By Alessio Farhadi Speevr Intelligence
report September 13, 2026 BoJ Preview: September Hike, Then Patience BoJ's September hike is imminent, but expect a prolonged pause, with Masu Kazuyuki emerging as a surprising moderate... By Takuji Okubo Japan Macro Advisors
report September 10, 2026 Yen Repatriation Starts with the Whale GPIF, one of the largest national pension funds in the world, is likely to rebalance its assets from non-yen bonds to yen bonds, signaling a big turn in Japan's cross-border capital flows.... By Takuji Okubo Japan Macro Advisors
report September 9, 2026 State of exception Beyond the 'Bessent Put': Japan's Fiscal Reality Check... By Tobias Harris Japan Foresight
report September 7, 2026 Spectra Markets | am/FX: Yen update I think we get another big wave down -- to 152ish in USDJPY and 177ish in EURJPY -- and then I will go to neutral on the yen.... By Brent Donnelly Spectra Markets
report September 7, 2026 US-Iran Update | Sep 7, 2026 Potential TACO of sorts this week, even though the medium-term trajectory still points toward further escalation... By Alessio Farhadi Speevr Intelligence
report September 6, 2026 Mark Galeotti | No Breakthrough on Peace, Rising Intelligence Rivalry in Kyiv The War Within the War: Intelligence Rivalries and Escalation... By Alessio Farhadi Speevr Intelligence
report September 4, 2026 Little clarity in the initial 2027 budget numbers Japan's Budgetary Fog: New Frameworks, Old Questions... By Tobias Harris Japan Foresight
report September 4, 2026 Using PSI to predict the next BoJ policy decision BoJ will decide its policy on September 18. In this article, I read each board member through Policy Stance Indicator and explain the likely outcome, 7-2 for hike.... By Takuji Okubo Japan Macro Advisors
report September 4, 2026 BoJ Policy Stance Indicator — The Primer BoJ-PSI assesses the policy stance of each board member at every meeting and every speech. It uses text analysis to attribute anonymous remarks in the BoJ minutes to individual members.... By Takuji Okubo Japan Macro Advisors
report September 2, 2026 Darrel Duffie | Jackson Hole: Payments, Tokenization, Stablecoins and Fed Balance Sheet The new financial architecture presented at Jackson Hole... By Alessio Farhadi Speevr Intelligence
report September 1, 2026 US pressure on macroeconomic policy puts Takaichi in bind Japan's Fiscal Tightrope: PM Takaichi Navigates US Demands and Domestic Pressures... By Tobias Harris Japan Foresight
report August 30, 2026 Mark Carney’s Stag Hunt Canada cannot win a trade war against the US solo, and Carney knows it. In this article, I explain the global trade war through a game theory lens, and show the real game Carney is playing.... By Takuji Okubo Japan Macro Advisors
report August 27, 2026 Takaichi vulnerable ahead of challenging political stretch Takaichi's Tightrope: Fading Popularity, Fraught Future... By Tobias Harris Japan Foresight
report August 27, 2026 Iran | Sanctions: Designation Is Cheap. Enforcement Is Not Bessent is right about the extraordinary reach of American sanctions. But their power depends on a commercial system willing — and able — to enforce Washington’s prohibitions for it.... By Shahin Iraninejad Global South Strategic Intelligence
report August 26, 2026 CIA Director in Moscow: Why? | Karaganov Doctrine | Nukes Russia-Ukraine: OSINT, Radcliffe in Moscow, 'tactical' nukes and escalation threats... By Alessio Farhadi Speevr Intelligence
report August 26, 2026 Short The Yen As The BOJ Stays On Hold BOJ's Stance Signals Yen Weakness... By Alan Brazil SOM Macro Strategies
report August 22, 2026 We Don’t Judge Canada by Its Gross Debt Gross debt to GDP ratio is over-rated as a key fiscal indicator. I explain why a gross debt ratio can mislead, least of all the "Japan’s 250% debt to GDP" slogan... By Takuji Okubo Japan Macro Advisors
report August 19, 2026 The Land of the Slowly Rising Coupon Japan's net interest payments will remain the lowest among the Indebted Five: US, UK, France, Italy and Japan... Japan Macro Advisors
