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Bank of Japan Sees ‘Opportunity’ as Fed Leans Toward Interest Rate Decision

Avatar photo Alex Frew McMillan on September 8, 2026

At a crossroads

Are we in a Goldilocks phase? The answer has profound implications for where currencies and stocks head next.

Why Is Bessent Propping Up the Yen? Call it ‘Enlightened Self Interest’

Avatar photo Alex Frew McMillan on August 4, 2026

Here are the implications for U.S. investors as the Treasury takes an unusual step of wading into Japan’s currency market.

Asia’s Chip Stocks Set Records. Where Do We Go From Here?

Avatar photo Alex Frew McMillan on June 30, 2026

Artificial Intelligence image

The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?

SoftBank Overtakes Toyota as Japan’s Largest Company

Avatar photo Alex Frew McMillan on June 2, 2026

Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.

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