report August 6, 2026 LDP signs off on tax cut, but broader fight is just beginning Takaichi's fiscal policies ignite domestic dissent and international scrutiny... By Tobias Harris Japan Foresight
report August 5, 2026 Hormuz: Who Writes the Rules of Passage? How the SoH moved from physical closure to competing systems of permission, insurance and verification... By Shahin Iraninejad Global South Strategic Intelligence
report August 5, 2026 Good-bye USD Dominance, Hello Again JPY The yen has been making a quiet comeback as a global currency. As a share of global FX reserves, its share rose from 3.4% in 2009 to 5.8% in 2025, despite the headwind of yen depreciation.... By Takuji Okubo Japan Macro Advisors
report 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
report August 3, 2026 Takaichi buys time with joint intervention but tough decisions still await A currency alliance offers a reprieve, but Takaichi's fiscal vision faces scrutiny... By Tobias Harris Japan Foresight
report August 3, 2026 The Warsh Factor in the JGB Curve The US bond market is charging a risk premium as the new Fed chair obfuscates. About a quarter of that lands on JGBs, raising 10Y about 10bp at end-2026.... By Takuji Okubo Japan Macro Advisors
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
The Case For Not Hiking