Electoral reform bill poses major test for Takaichi
Takaichi risks undermining a critical pillar of her government’s support
FOMC Preview | UST & Stocks
Global bond yields creeping higher
Takaichi faces high bar to sell fiscal sustainability
Senior members of Takaichi government have sought to reassure markets
UK | OBR Budget ‘Leak’ Debrief
Budget report and other intelligence leaks
Takaichi defies gravity
Takaichi continues to consolidate her political position, increasing her chances of building a durable administration.
Identifying The Opportunities Of the AI Buildout (Part 2)
The AI Buildout Needs Fossil And Nuclear Backup
What we learned from Takaichi’s stimulus package
Takaichi government unveiled the largest stimulus package
Japan braces for protracted struggle as China increases economic pressure
Neither Tokyo nor Beijing is backing down
Field notes: some tentative findings about the Takaichi government
This note summarizes the findings from my meetings with politicians, bureaucrats, academics, and other experts.
Identifying the Opportunities of The AI Buildout (Part 1)
The AI Buildout—Near-term GDP Boost, But With Emerging Challenges