Focused thinking: 9 min podcast
May 2020
Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?
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Focused thinking: 3 min read
April 2020
World after reopening and ideas for Japanese equities
Focused thinking: 20 min podcast
Fireside Chats - US Updated Outlook: What's left in the FED's toolbox to fight Covid-19?
Focused thinking: 1 min read
Damocles is based on a noise-to-signals approach in which we use eight key indicators to ... [Read more]
Damocles update 3: Our early warning indicator of exchange rate crises
Focused thinking: 24 min podcast
Fireside Chats - Big stimulus in the pipeline, but China won’t rescue the Global economy again
Focused thinking: 19 min podcast
Fireside Chats - Europe’s next response to Covid-19
Our weekly update on the global economic impact Covid-19 has had on GDP, and provide ... [Read more]
The Global Economic Impact of Covid-19
Japan's senior society facing severe economic cycle ... [Read more]
March 2020
Will Covid-19 tip the Japanese economy into recession?
Focused thinking: 4 min read
Attention is focusing on the global IT cycle following the launch of commercial 5G services ... [Read more]
February 2020
Upturn in global IT cycle and the Japanese economy
Extending a long expansion ... [Read more]
2020 US Outlook: Extending a long expansion
Focused thinking: 5 min video
January 2020
Event Risk Radar
We expect upstream companies to be more attractive in the tech sector in 2020. ... [Read more]
Asia Pacific technology: The bull phase to continue in 2020F