Bond volatility, oil shocks and currency pressure are converging into a new sovereign stress test for governments, companies and developing economies.
Analysis of MUFG, SMBC, and Mizuho's 2027 stablecoin plans. Analyzing how digital yen reserves and on-chain repo could reshape JGB demand and Asian settlement rails.
AI’s next bottleneck is moving beyond chips toward power grids, data-center infrastructure, nuclear energy agreements and capital intensity.
Japanese investors sold foreign equities and bought foreign bonds in May, sending a warning through U.S. Treasuries, tech stocks, the yen and global risk appetite.
AI growth is moving beyond chips as electricity, water, grid access, transformers and cooling capacity become the next strategic bottlenecks.
Treasuries are losing part of their hedge role as G7 debt stress, inflation risk and stock-bond correlation reshape global portfolio strategy.
13 juin 2026
12 juin 2026
9 juin 2026
8 juin 2026
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