report July 20, 2026 The Long Climb in JGB Yields Is Nearly Over JGB yields saw a historic rise between 2022-2026. Most of the rise came from higher inflation expectations and a normalization of term premia. Our analysis shows the Long Climb is likely nearly over.... By Takuji Okubo Japan Macro Advisors
report July 16, 2026 Japan’s Fiscal Vigilantes Are Misreading the Curve The JGB curve's shape shows fiscal fear is not the primary driver for the rise in long term bond yields... By Takuji Okubo Japan Macro Advisors
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 30, 2026 Spectra Markets | am/FX: USDJPY and NFP Short & to the point today... By Brent Donnelly Spectra Markets
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 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 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 18, 2026 Update After April CPI And Trade Performance Analyzing the latest economic indicators to navigate shifting market trends... By Alan Brazil SOM Macro Strategies
My Recent AI Buildout Opportunity Trades