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August 17, 2026

Ten charts to Monitor the BoJ's QE Exit — Part 1

I present BoJ QT monitor. In part 1, I focus on how far the BoJ's JGB ownership fell, who filled the gap and what happens to public sector debt duration when you consolidate BoJ reserves into it....

By Takuji Okubo

Japan Macro Advisors

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August 13, 2026

The Case For Not Hiking–After Adjusting For Transitory Factors, Inflation Is Falling Towards 2%

Beyond the headlines: Inflation's true trajectory suggests a pause on rate hikes...

By Alan Brazil

SOM Macro Strategies

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August 11, 2026

The BoJ's Equity Bet Is Paying for QE Exit

BoJ's ¥100+ trn equity ETF portfolio covers what it loses on its bonds. The same portfolio is the only channel through which the exit can break the Bank....

By Takuji Okubo

Japan Macro Advisors

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August 11, 2026

Hormuz | The Doctrine Voice Enters the Theatre

Rezaei's appointment to the SNSC — and why the Leader has changed who holds his seat...

By Shahin Iraninejad

Global South Strategic Intelligence

Speevr Intelligence

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August 18, 2026

US-Iran | Another Trump TACO Tuesday Coming?

Trump might be telling 'The Truth'...

By Alessio Farhadi

Speevr Intelligence

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August 11, 2026

Comment: The BoJ’s Equity Bet Is Paying for QE Exit

A couple of points to add on Japan CIA and Yen carry trade ...

By Alessio Farhadi

Speevr Intelligence

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August 5, 2026

Comment | Hormuz: Who Writes the Rules of Passage?

If Hormuz is a "depreciating asset," why is the U.S. fighting tooth and nail to retain control of it?...

By Alessio Farhadi

Speevr Intelligence

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August 5, 2026

Hormuz | Quick Market Comment

Situational awareness in a short squeeze. Beneath the Sea to the Rugs Beneath...

By Alessio Farhadi

Speevr Intelligence

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August 1, 2026

US-Iran | An Eye For an Eye-Ran

Quick update on drunk bar threats...

By Alessio Farhadi

Speevr Intelligence

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