Author's articles
FX Strategy: Long JPY vs KRW, THB, GBP as US Tariffs Stoke Risk-Off, Recession Fears
USD/JPY Outlook: CFTC Data Signals Short-Term Rebound, BOJ Policy in Focus
FOMC Aftermath. Dovish Fed Strategy and Tactical Shifts in FX and Rates
FX Resilience in Bear Markets: KRW, IDR, AUD Underperform Historically; JPY and EUR May Outperform This Time
USD/JPY Reacts to GPIF Report. JPY Depreciation Short-Lived Despite Market Expectations
Shifting Investment Strategies: Japanese Lifers, Toshins, and Foreign Flows
GPIF Portfolio Stability and Japanese Investment Trends Ahead of 2025 Strategy
Japanese Investment Trends: GPIF, Foreign Flows, and Bond Market Shifts
A sharper fall in USD/JPY likely needs more JPY buying engagement from onshore
Shunto Wage Growth: A Benchmark for Japan’s Economy and Its Impact on Policy & FX Markets
Japan’s 2025 Spring Wage Talks: A Turning Point for Wages, Inflation, and the Yen?
