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Welcome Back! Here's What Moved While You Were Away.
Welcome back from the summer break. In our view, what moved in your absence isn't seven unrelated headlines but one connected regime shift, spanning AI, energy and food, central bank independence, the dollar, and geopolitics and we've pulled it all together in the attached client…
The X-Disruptions: A Mid-2026 Scorecard
We called eight "X-Disruptions" back in December 2025, so six months on, we graded our own homework. The verdict: Fed independence, BoJ/Yen stress, and Europe's defense build-out landed with striking precision, while our bearish equity call missed, but only on US/US-AI names, e…
Central Bank Forecast post US Non-Farm Payrolls
US Non-Farm Payrolls : The Non-Farm Payrolls report shows that only 12,000 positions were added in October (much lower than the exp. 100k, average compiled by Dow Jones) US Unemployment rate is unchanged at 4.1%, in line with expectations. The Bureau of Labor Statistics (BLS) sai…
Japan- The LDP leadership election - Why leadership matters
Leadership matters in Japan with the biggest impact being on regional security
Japan Yen Ides Of March
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Japan And The Yen - Beware Of The Idle Days In April
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Boj - As Expected
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Japan Boj Mood Music
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Japan Boj Mood Music
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.