report August 1, 2026 US-Iran | An Eye For an Eye-Ran Quick update on drunk bar threats... By Alessio Farhadi Speevr Intelligence
report July 31, 2026 BOJ holds but anticipates higher inflation from multiple sources Hawkish Signals Point to September Hike, Aided by Political Climate... By Tobias Harris Japan Foresight
report July 31, 2026 GSWM | Mid-Year Outlook 2026: Resilience Reinforces the US Exceptionalism Thesis Revisiting GSWM ISG Investment Outlook 2026... By Alessio Farhadi Speevr Intelligence
report July 31, 2026 Japan Cashes In Its National Carry Trade Japan bought its dollars at ¥114 and is selling them at ¥160.... By Takuji Okubo Japan Macro Advisors
report July 30, 2026 Consumption tax decision sets stage for fall fireworks Takaichi's Tax Cut: Unilateral Action, Mounting Opposition... By Tobias Harris Japan Foresight
report July 27, 2026 The Case For Not Hiking Inflation Is Fading And What Remains Is Structural Not Demand-Driven... By Alan Brazil SOM Macro Strategies
report July 24, 2026 Diet session ends with Takaichi on defensive Recess or Reset? Takaichi's Uphill Battle for Public Support and Policy Control... By Tobias Harris Japan Foresight
report July 22, 2026 US Econ | FOMC | GS Mericle Hack David Mericle outlines Goldman Sachs' baseline macro outlook under newly appointed Fed Chairman Kevin Warsh... By Alessio Farhadi
report July 21, 2026 Economic strategy commits Japan to risky course of action State-Led Growth and Security Spending Takes Center Stage... By Tobias Harris Japan Foresight
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 17, 2026 Yankistan/Eye-Ran/Houthis | Update – July 17, 2026 Who has better intelligence? Brief take on US-Iran escalation... By Alessio Farhadi Speevr Intelligence
report July 17, 2026 Legislative wins masks bigger challenges for Takaichi Takaichi's uncompromising style: victories at a rising political cost... By Tobias Harris Japan Foresight
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 13, 2026 Changing the GPIF will be easier said than done Japan's Pension Puzzle: Policy Talk vs. Reform Reality... By Tobias Harris Japan Foresight
report July 13, 2026 US-Iran | Will the Houthis Close the Bab El-Mandeb? Saudi strikes on Sanaa airport risks further expansion... By Alessio Farhadi Speevr Intelligence
report July 8, 2026 Takaichi’s opponents force her to back down again Concessions Reveal Cracks in Takaichi's Leadership... By Tobias Harris Japan Foresight
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 The limits of power Ambition Meets Reality: Takaichi's Struggle for Legislative Control... By Tobias Harris Japan Foresight
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 26, 2026 Takaichi’s fiscal gamble comes into view Japan's Ambitious Spending: A High-Stakes Path to Prosperity... By Tobias Harris Japan Foresight
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 23, 2026 Takaichi presses ahead with tax cut plan despite doubters A High-Stakes Push Against Political Headwinds... By Tobias Harris Japan Foresight
report June 18, 2026 Day 110 | The Islamabad Declaration: What’s in the Deal? 2 versions of 1 MoU — clause-by-clause analysis... By Shahin Iraninejad Global South Strategic Intelligence
report June 16, 2026 No surprises from BOJ as focus turns to fiscal policy Monetary Stability Achieved, Fiscal Challenges Loom for Takaichi Government... By Tobias Harris Japan Foresight
The Case For Not Hiking