report March 1, 2026 US-Iran-Israel | GSSI: Strait of Hormuz | Oil/Shipping Decentralized Mosaic Defense in motion... By Alessio Farhadi Speevr Intelligence
report February 25, 2026 Will Takaichi’s fiscal ambitions reach into monetary policy? Growing signs Takaichi may want to assert greater control over the BoJ... By Tobias Harris Japan Foresight
report February 25, 2026 US-Iran-Israel | A Game of Cat and Mouse Lots happening in the past 24 hours... By Alessio Farhadi Speevr Intelligence
report February 24, 2026 GeoRisk: Still YELLOW | AI & Markets Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Alessio Farhadi Speevr Intelligence
report February 23, 2026 The Supreme Court cannot save Japan from strategic reality SCOTUS decision will have little impact on Japan’s approach to the US... By Tobias Harris Japan Foresight
report February 23, 2026 Best Long & Short Strategies 2026 Q1 AI Repricing Is Gathering Steam... By Alan Brazil SOM Macro Strategies
report February 19, 2026 Understanding Takaichi’s fiscal philosophy Takaichi is prepared to change budgeting and reduce the power of the finance ministry... By Tobias Harris Japan Foresight
report February 18, 2026 Reading between the lines of the first US-Japan investments Japan confirms first US investments in bilateral framework... By Tobias Harris Japan Foresight
report February 14, 2026 Bessent | Treasury–Fed Accord: How the Fed Finally Told the White House “No” Hetzel-Leach account of how the Fed won its independence... By Alessio Farhadi Speevr Intelligence
report February 11, 2026 Darrell Duffie | Fed Reserves, Operations & Payments Interview on reserves and payments with Bloomberg Intelligence... By Alessio Farhadi Speevr Dialectic
report February 10, 2026 GeoRisk Alert: YELLOW, Down from AMBER | US-Iran-Israel After multiple enquiries over the past few days... By Alessio Farhadi Speevr Intelligence
report February 9, 2026 Three Macro Themes Repricing Assets And Driving Economic Growth Is AI going to wipe out SaaS?... By Alan Brazil SOM Macro Strategies
report February 8, 2026 U.S./Europe Politics | Ask John Thomas | Yank Football (Superbowl Stats) Are Americans ignorant? Your chance to ask JT ... By Alessio Farhadi Speevr Intelligence
report February 8, 2026 Takaichi restructures the political landscape Takaichi leads LDP to its largest-ever majority in the lower house ... By Tobias Harris Japan Foresight
report February 6, 2026 What to watch for on election day (beyond the size of the LDP victory) LDP remains on track for a significant victory... By Tobias Harris Japan Foresight
report February 4, 2026 Assumability – Lower Mortgage Rates Means More Consumption (Part II) Lower rates will unlock trillions in "trapped" home equity to stimulate consumption... By Alan Brazil SOM Macro Strategies
report February 3, 2026 Japan Election | Looking to Sunday and beyond LDP could win in an enormous landslide... By Tobias Harris Japan Foresight
report February 2, 2026 US-Iran-Israel | For the news flow traders… FARS NEWS: Iranian President Orders Nuclear Negotiation... By Alessio Farhadi Speevr Intelligence
report January 30, 2026 GeoRisk: AMBER ALERT | Sorry to do this… The picture has shifted again...... Speevr Intelligence
report January 29, 2026 Forecasts point to major victory for Takaichi and LDP LDP could retake a majority in the House of Representatives... By Tobias Harris Japan Foresight
Three Macro Themes Repricing Assets And Driving Economic Growth