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 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 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
