report October 30, 2026 BOJ gains room from Takaichi as it judges inflation at target Navigating Japan's Economic Crossroads: Inflation, Rates, and Policy Mix... By Tobias Harris Japan Foresight
report October 30, 2026 BoJs Ueda Keeps Both Doors Open BoJ more than doubled the pace of its ETF sales, a form of tightening in financial condition... By Takuji Okubo Japan Macro Advisors
report October 28, 2026 Electoral reform deal a broader political win for Takaichi Fractured Foes Pave Takaichi's Path to Power... By Tobias Harris Japan Foresight
report October 28, 2026 Ron Levi | Israel Election Looks like Ron nailed it... By Alessio Farhadi Speevr Intelligence
report October 27, 2026 US/Israel-Iran | Expecting a Positive Headline Something's brewing on the Mecca Pact front...... By Alessio Farhadi Speevr Intelligence
report October 26, 2026 US/Israel-Iran | Azizi/Vaez | Elections (Part 2) Ron Levi: Knesset seat projections. Timing the war... By Alessio Farhadi Speevr Intelligence
report October 26, 2026 am/FX: Brazil, Canada, Yen All eyes on Brazil. The gap lower is stunning. Understandable given the positioning going in. But still, stunning... By Brent Donnelly Spectra Markets
report October 23, 2026 Defense funding debate ramps up with outcome uncertain Beyond the Budget: Japan's Quest for Defense Funding Consensus... By Tobias Harris Japan Foresight
report October 22, 2026 JMA Monthly #1: The Inaugural Issue In this inaugural issue of JMA Monthly, I look at the BoJ’s progress in quantitative tightening and what it means for the JGB market... By Takuji Okubo Japan Macro Advisors
report October 21, 2026 US/Israel-Iran | OSINT: MOABs & FOABs (Part 1) War-war is better than jaw-jaw, The drumbeat of war gets louder... By Alessio Farhadi Speevr Intelligence
report October 21, 2026 Government seeks smooth passage for tax cut as debate begins Takaichi's Tax Cut: Assured Passage, Uncertain Political Cost... By Tobias Harris Japan Foresight
report October 21, 2026 Higher Rates For Longer Is A Return To Normal But Markets Are Not Priced For Normal – Part 1 and Part 3 Updated Uncovering optimal long and short strategies for the market's new normal... By Alan Brazil SOM Macro Strategies
report October 20, 2026 Yen Repatriation: The Tide Is Turning From 2014 to 2025, Japan bought foreign securities worth about 2% of GDP a year. In 2026 the tide is turning. Banks are selling foreign bonds and capital flow has turned to a small net inflow... By Takuji Okubo Japan Macro Advisors
report October 15, 2026 BoJ’s Koeda Points to a Longer Hiking Cycle Her potential-growth example implies a neutral rate around 2.8%, above the Bank's published 2.5% ceiling and well above today's 1.25% policy rate... By Takuji Okubo Japan Macro Advisors
report October 15, 2026 The Great Yen Rebalancing GPIF, households and the FDI: The capital outflow that sank the yen for 15 years are now rebalancing back to yen... By Takuji Okubo Japan Macro Advisors
report October 14, 2026 Takaichi abandons Yana as political costs mount A Strategic Resignation, But Scrutiny Lingers... By Tobias Harris Japan Foresight
report October 14, 2026 The BoJ Has Reasons Not to Hike Too Soon Bank loan growth is showing an early sign of moderation. Higher debt service costs affect SMEs disproportionally. The BoJ has good reason to be patient before the next hike... By Takuji Okubo Japan Macro Advisors
report October 11, 2026 US-Iran OSINT | Oct 11, 2026 Iran dials up the pressure in the Persian Gulf—more evidence of sea mines... By Alessio Farhadi Speevr Intelligence
report October 10, 2026 Japan Inc. Now Sells No Yen to Invest Abroad Earnings on Japan’s foreign direct investment (FDI) reached 103% of new FDI in 2022–25. With dividends and retained earnings counted together, Japan Inc. now need to sell little yen to invest abroad... By Takuji Okubo Japan Macro Advisors
report October 5, 2026 Policy speech shows Takaichi’s unwavering vision Japan's Economic Transformation: A Resolute Path Forward... By Tobias Harris Japan Foresight
