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
The Case For Not Hiking