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July 13, 2026
Japan’s GPIF: Can it turn back the clock on the yen?
July 13, 2026 11:45 AM UTC
· The GPIF story is not that one public fund can singlehandedly ‘rescue the yen’. The question is more whether Japan can use one of the central institutions that helped drive the Abenomics flow-of-funds regime revolution to change the narrative, re-influence domestic allocation and
Mexico: Fiscal Consolidation and Reducing Real Yields
July 13, 2026 9:55 AM UTC
· 10yr real yields in Mexico are currently high at 5%, given a moderate fiscal trajectory and some government action towards fiscal reform (though the judicial reforms have been criticized by global investors, the reality is no major political manipulation). 10yr nominal yields could
July 10, 2026
Economic Data and Events Week Ahead July 13-17
July 10, 2026 3:06 PM UTC
The most significant release of the week is likely to be June’s CPI on Tuesday, which we expect to be unchanged overall, but with a slightly firmer 0.3% rise ex food and energy, 0.26% before rounding. The CPI could however be overshadowed by testimony from Fed Chair Kevin Warsh to the House Financ