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 18, 2026 Day 110 | The Islamabad Declaration: What’s in the Deal? 2 versions of 1 MoU — clause-by-clause analysis... By Shahin Iraninejad Global South Strategic Intelligence
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 16, 2026 Identifying The Opportunities of The AI Buildout Updated Now Buy US and Chinese Grid Equities... By Alan Brazil SOM Macro Strategies
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
report June 10, 2026 Takaichi’s denials do little to stem growing political scandal Defamation allegations, defiant denials, and the rising political cost... By Tobias Harris Japan Foresight
report June 10, 2026 Ex-SIS | Israel: Hebrew Press | Iran | China All politics is domestic — Israel is interesting. Ex-MI6 takes... By Alessio Farhadi Speevr Intelligence
report June 7, 2026 Day 100: Iran Breaks the De-Escalation Trap Missile strikes on Israel in retaliation for Lebanon... By Alessio Farhadi Speevr Intelligence
report June 7, 2026 Hormuz: Hostile Takeover?! How a State Built a Governance Framework over a Chokepoint in Sixty-Two Days... By Shahin Iraninejad Global South Strategic Intelligence
report June 2, 2026 Takaichi prepares tax cut amidst economic and political headwinds Politics Over Prudence: Takaichi's Risky Tax Cut Strategy... By Tobias Harris Japan Foresight
report June 2, 2026 Fade CB Rate Hikes 2026 Will Not Be A Repeat of The 2021-23 Inflationary Cycle, Fade CB Rate Hikes... By Alan Brazil SOM Macro Strategies
report May 27, 2026 With new budget coming, Takaichi faces fuel subsidy fight Japan's PM navigates the political tightrope of essential, yet unsustainable, fuel aid... By Tobias Harris Japan Foresight
report May 22, 2026 Government faces new pressures as extra budget proceeds Navigating economic headwinds and political demands... By Tobias Harris Japan Foresight
report May 21, 2026 TRADE SIGNAL | U.S. Rates | El-Niño/La-Niña Recessions Summer’s approaching—the annual recessionistas are awakening... By Alessio Farhadi Speevr Intelligence
report May 20, 2026 Japan and South Korea, united in insecurity Navigating regional uncertainty through strategic bilateral cooperation... By Tobias Harris Japan Foresight
report May 20, 2026 China | RMB: Bonnie Glaser & Zongyuan Zoe Liu China's Push to Internationalize the RMB... By Alessio Farhadi Speevr Intelligence
report May 19, 2026 Takaichi pivots on extra budget as crisis impact grows Mounting economic pressures from the Hormuz crisis are forcing a strategic shift in Japan's fiscal and political landscape... By Tobias Harris Japan Foresight
report May 19, 2026 Ex-SIS | Israel: Local Press Review A window into Israel’s internal political, social, and military dynamics... By Alessio Farhadi Speevr Intelligence
report May 19, 2026 Iran: It Doesn’t Matter When Hormuz Opens It Matters How... By Shahin Iraninejad Global South Strategic Intelligence
