Spectra Markets | Japan Fiscal | Yen Intervention

Blanchard multi-year fiscal framework proposal for Japan
Growth Strategy Council shows Takaichi’s vision taking shape

Increasingly focused on physical AI – boosted by the defense sector
Inflation fears could take precedence as BOJ eyes stagflation

3 BoJ members pushed for rate hike citing inflation risks
Reopening Long Independent Power Producers And Coal Miners

Identifying The Opportunities In The AI Buildout – Updated
SOM: Trade Updates And Performance 2016-26
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Tokyo scraps arms export limits for security and growth

Efforts to strengthen Japan’s defense industrial base
Tokyo on edge

My 10 days of conversations in Japan
Oil Will Not Ignite 2021/22 inflation

Slowing Growth And Housing Affordability Will Drive The Fed
US-Iran-Israel | Quick Update [April 15, 2026]
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Will POTUS force Bibi to quit in Lebanon?
Ahmadian in Islamabad: The Defense Council Signature on the Iranian Delegation

Signposts to watch and Iran’s strategy for U.S. negotiations