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 28, 2026 My Recent AI Buildout Opportunity Trades Targets Hit: Cashing Out of the U.S. for China’s AI Boom... By Alan Brazil SOM Macro Strategies
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 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 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 4, 2026 Spectra Markets | Japan Fiscal | Yen Intervention Blanchard multi-year fiscal framework proposal for Japan... By Alessio Farhadi Speevr Intelligence
report April 29, 2026 Growth Strategy Council shows Takaichi’s vision taking shape Increasingly focused on physical AI – boosted by the defense sector ... By Tobias Harris Japan Foresight
report April 28, 2026 Inflation fears could take precedence as BOJ eyes stagflation 3 BoJ members pushed for rate hike citing inflation risks... By Tobias Harris Japan Foresight
report April 15, 2026 Oil Will Not Ignite 2021/22 inflation Slowing Growth And Housing Affordability Will Drive The Fed... By Alan Brazil SOM Macro Strategies
report March 11, 2026 Is Citrini Right That Scaling AI Will Create A White-Collar Apocalypse? Tech Companies Have Accelerated Their Investments In AI, Even Using Debt To Fund The Expansion ... By Alan Brazil SOM Macro Strategies
My Recent AI Buildout Opportunity Trades