Deep Dive · Rates & FX · Japan · 10 Jun 2026
Why the Bank of Japan's next rate move matters more for global portfolios than anything the Fed, ECB, or PBoC will do in 2026 — and how to position before it lands.
News · Macro · Japan, US · 10 Jun 2026
When the Bank of Japan's policy board sits down next Monday, it will be deciding whether to raise its benchmark rate by a quarter point, to 1.00%. That sounds modest. Its impact isn't.
News · Rates & FX · Japan, US · 27 May 2026
Japanese Prime Minister Sanae Takaichi may have bought time by announcing extra spending to tide over high prices. But her willingness to spend is being closely watched by investors around the world as it signals danger…
News · Ideas · Japan, India · 21 May 2026
News · Macro · Japan, US · 14 May 2026
Scott Bessent flew to Tokyo to allegedly fix the yen. But the market crisis he used to make the case for Japanese culpability came not from Ginza but from a presidential threat about a Danish island. The evidence points in an inconvenient direction.
News · Policy · Japan, US · 13 May 2026
Treasury Secretary's Tokyo visit puts him at odds with Prime Minister Takaichi's economic program — and exposes how Japan's bond market instability lands directly on American borrowing costs.
