Report

Japan

Beyond Convenience: The Macroeconomic Implications of the Digital Yen

As Japan pilots its Digital Yen, we examine the long-term impacts on fiscal policy, international trade, central bank control, and the future of money itself.
Japan

Sakhalin-1 “Re-Entry” Decree and the Implications for Japanese Stakeholders

Russia’s August 15 decree opens a conditional path for foreign shareholders to return to Sakhalin-1. This report outlines the conditions, scenarios, risks, and concrete next steps for Japanese stakeholders.
Report

Paul Krugman’s Perspective on the Yen Carry Trade

Nobel laureate Paul Krugman views the yen carry trade as a policy-created arbitrage, dependent on Japan’s ultra-low interest rates and vulnerable to BoJ policy shifts that could trigger global market volatility.
Report

The Role of the Japanese Yen in Today’s Global Financial Markets

Explore how the Japanese yen functions as both a global funding currency and a safe-haven asset, influencing carry trades, capital flows, and market volatility in the international financial system.
Japan

Structural Analysis of Japan’s Policy Interest Rate

Discover how Japan’s ultra-low policy rate drives the yen’s role as a global funding currency, fuels international carry trades, and impacts capital flows in both risk-on and risk-off markets.
Report

Germany: An Analysis of Inclusive and Extractive Institutions Based on Daron Acemoglu’s Theory

"Explore a comprehensive analysis of Germany’s political and economic institutions through the lens of Daron Acemoglu’s theory of inclusive and extractive institutions. Understand how inequality, immigration challenges, and elite influence impact the country’s long-term stability and growth."
Japan

Japan’s Economic and Political Systems: An Analysis Based on Daron Acemoglu’s Theory

Explore an in-depth analysis of Japan’s economic and political systems through Daron Acemoglu’s theory of inclusive and extractive institutions. Learn how Japan’s current challenges and institutional structures impact its long-term growth and stability.
GOLD

Gold Market Investment Strategy Report

Expert analysis on gold market trends, scenarios, and actionable strategies to profit from the evolving 2025 global gold landscape.
Report

U.S. Rail Mega-Merger: An Economist’s Analysis of Union Pacific’s $85 Billion Bid for Norfolk Southern

Union Pacific’s $85 billion bid to acquire Norfolk Southern could create the first coast-to-coast freight rail network in U.S. history. Explore the economic benefits, competition risks, and regulatory challenges in this in-depth analysis.
Report

U.S.–Russia Summit of August 15, 2025

The Alaska summit between Putin and Trump showcased Russia’s diplomatic stagecraft but revealed the structural limits of Moscow’s power. An international political analysis.
Japan

The U.S.-Japan Tariff Agreement and Its Structural Impact on the Japanese Economy

Japan’s new trade agreement with the U.S. lowers tariffs to 15% but demands $550 billion in investment. Economist Paul Krugman warns of long-term risks to Japan’s trade balance, currency stability, and economic sovereignty. Discover the hidden costs behind this geopolitical compromise.
Report

📘 Realist Analysis of the Russia–Ukraine Conflict and U.S.–Russia Diplomacy

A Realist perspective on the August 2025 Russia–US talks over Ukraine: Why power, not peace, drives diplomacy in today’s multipolar world.
Report

“The Erosion of Dollar Hegemony and the Post-Reserve Currency Era: Ray Dalio’s Warnings and the Rise of Stablecoins”

Discover how Ray Dalio’s theory of shifting world orders aligns with America’s push for regulated stablecoins. Explore the future of reserve currencies and whether the digital dollar can sustain U.S. monetary hegemony in a multipolar world.