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Cover for JAPAN'S NEW POLICY THE GRAND BLUEPRINT

MACROFREE

LATEST

Sep 06, 2026

JAPAN'S NEW POLICY THE GRAND BLUEPRINT

Takaichi’s ¥370 Trillion Gambit — How Japan Went From Passively Accepting a Weak Yen to Actively Repricing Capital, Currency, Labor, and Corporate Equity by State Design

#japan#boj#yen

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Cover for THE YEN TRILEMMA: How reflexivity devours BOJ

MACROPRO

Jun 24, 2026

THE YEN TRILEMMA: How reflexivity devours BOJ

Tokyo raised rates to a 31-year high. The currency fell anyway. Japan is finding out, in real time, that you can defend the yen, protect the debt, or keep the politicians happy — not all three.

#japan#boj#yen

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Cover for Japan Cannot Buy Yield: The Ministry of Finance Against the Carry Trade Machine

FEDPRO

Jun 10, 2026

Japan Cannot Buy Yield: The Ministry of Finance Against the Carry Trade Machine

Tokyo has deployed a record $73 billion defending the yen. USDJPY held near 160. That is not a failure of will. It is proof that intervention is a liquidity event, and the carry trade is a structural one — and the two instruments exist in entirely different dimensions of force.

#japanese-yen#boj#fx

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MACROFREE

May 19, 2026

The Duration Trade

The real reason behind Bessent's trip to Tokyo...

#yen#boj

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Cover for The Yen Is Not Recovering. It Is Being Repriced.

MACROPRO

May 18, 2026

The Yen Is Not Recovering. It Is Being Repriced.

The market narrative says the yen is “stabilizing.”

#yen#boj

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Cover for Deep Japan Series 01: The Yen Is Not a Currency. It Is the World’s Cheapest Balance Sheet.

MACROPRO

May 04, 2026

Deep Japan Series 01: The Yen Is Not a Currency. It Is the World’s Cheapest Balance Sheet.

This is how Japanese yen actually works in global market

#boj#japan#yen

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Cover for 日债抛售潮如何引爆美股抛售：一条从“日本期限溢价”到“全球风险资产再定价”的传导链

MACROPRO

Jan 22, 2026

日债抛售潮如何引爆美股抛售：一条从“日本期限溢价”到“全球风险资产再定价”的传导链

How Japanese Bond Selloff could trigger global financial chaos

#boj#yen#japanese-bond

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Cover for Japan: The Most Elegant Blood Transfusion Machine of the Dollar Empire

QUANTPRO

Nov 07, 2025

Japan: The Most Elegant Blood Transfusion Machine of the Dollar Empire

Here's how Dollar system de facto controls the world economy, and we are therefore slaves of it

#dollar#yen#dollar-system

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Cover for The Long Shadow of Japan’s Monetary Experiment

FEDPRO

Oct 19, 2025

The Long Shadow of Japan’s Monetary Experiment

Here's everything you need to know about the history of Japanese Monetary Policy

#boj#monetary-policy#yen

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MACROPRO

Oct 19, 2025

究竟失去了几十年？日本宏观货币政策深度剖析（1）

摘要日本经济在过去三四十年里，经历了资产泡沫破裂、长期停滞、通缩压力、老龄化冲击，再加上全球化与区域竞争的新变量。在这样的环境下， Bank of Japan（日银，BOJ）不得不被迫使用一系列“超常规”货币政策工具：零利率、负利率、量化宽松（QE）、定量质化宽松（QQE）、收益率曲线控制（YCC）、广泛资产购买（包括股票 ETF）等。

#boj#qe#qqe

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