report July 13, 2026 Changing the GPIF will be easier said than done Japan's Pension Puzzle: Policy Talk vs. Reform Reality... By Tobias Harris Japan Foresight
report July 8, 2026 Takaichi’s opponents force her to back down again Concessions Reveal Cracks in Takaichi's Leadership... By Tobias Harris Japan Foresight
report July 1, 2026 Mercy for a Central Bank in a Vice The vice that held the Bank of Japan for four months loosened this morning.... By Takuji Okubo Japan Macro Advisors
report June 30, 2026 The limits of power Ambition Meets Reality: Takaichi's Struggle for Legislative Control... By Tobias Harris Japan Foresight
report June 30, 2026 Spectra Markets | am/FX: USDJPY and NFP Short & to the point today... By Brent Donnelly Spectra Markets
report June 28, 2026 My Recent AI Buildout Opportunity Trades Targets Hit: Cashing Out of the U.S. for China’s AI Boom... By Alan Brazil SOM Macro Strategies
report June 26, 2026 Takaichi’s fiscal gamble comes into view Japan's Ambitious Spending: A High-Stakes Path to Prosperity... By Tobias Harris Japan Foresight
report June 25, 2026 BoJ Steps Up Its Verbal Yen-Intervention The Bank implicitly communicates that defending the yen is now part of its rate hike framework... By Takuji Okubo Japan Macro Advisors
report June 23, 2026 Takaichi presses ahead with tax cut plan despite doubters A High-Stakes Push Against Political Headwinds... By Tobias Harris Japan Foresight
report June 18, 2026 Day 110 | The Islamabad Declaration: What’s in the Deal? 2 versions of 1 MoU — clause-by-clause analysis... By Shahin Iraninejad Global South Strategic Intelligence
My Recent AI Buildout Opportunity Trades