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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.

Think the Yen Doesn’t Matter to U.S. Investors? Think Again.

Avatar photo Alex Frew McMillan on August 13, 2026

A stronger yen would threaten the earnings of major exporters, but a strengthening yen would also be a boon to domestic Japanese companies. Let me explain.

Japan Raises Rates to Highest Level Since Bubble Pop

Avatar photo Alex Frew McMillan on June 16, 2026

The Bank of Japan has lifted the base rate to its highest level in 31 years, but is keeping its eye on business-to-business price hikes.

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