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Blogs on Japan:

Locating Fiscal Dominance Risks Today

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November 13, 2025
Locating Fiscal Dominance Risks Today

Where Do Risks Exist, And Will They Spiral?


The History of Fiscal Dominance

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November 10, 2025
The History of Fiscal Dominance

The Tug of War Between Fiscal Policy and Monetary Control


The Art Of The Asian Deal

·
November 6, 2025
The Art Of The Asian Deal

Where Did Trump Win, And Where Did He Lose?


The Future of Globalisation

·
September 1, 2025
The Future of Globalisation

Globalisation Reshaped In The Indo-Pacific


Geopolitics and Markets Review – 31st July 2023

·
July 31, 2023
Geopolitics and Markets Review – 31st July 2023

This week, a key story was Japan limiting its control on the bond market by allowing the 10Y government bond to rise to 1%, from its 0.5% cap prior. This story prompted me to explore the financial and geopolitical history of how we arrived at this point today. After the story, I’ll explore what we learnt and the mistakes we should avoid in the future.


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