Takaichi buys time with joint intervention but tough decisions still await
A currency alliance offers a reprieve, but Takaichi’s fiscal vision faces scrutiny
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.
US-Iran | An Eye For an Eye-Ran
Quick update on drunk bar threats
BOJ holds but anticipates higher inflation from multiple sources
Hawkish Signals Point to September Hike, Aided by Political Climate
GSWM | Mid-Year Outlook 2026: Resilience Reinforces the US Exceptionalism Thesis
Revisiting GSWM ISG Investment Outlook 2026
Japan Cashes In Its National Carry Trade
Japan bought its dollars at ¥114 and is selling them at ¥160.
Consumption tax decision sets stage for fall fireworks
Takaichi’s Tax Cut: Unilateral Action, Mounting Opposition
The Case For Not Hiking
Inflation Is Fading And What Remains Is Structural Not Demand-Driven
Diet session ends with Takaichi on defensive
Recess or Reset? Takaichi’s Uphill Battle for Public Support and Policy Control
US Econ | FOMC | GS Mericle Hack
David Mericle outlines Goldman Sachs’ baseline macro outlook under newly appointed Fed Chairman Kevin Warsh