Macro & Geopolitics

Dollar Hegemony — Why the "Paper Money" Has Remained the Global Reserve Currency for Half

A Japanese-perspective examination of why the US dollar remains the global reserve currency 53 years after Nixon's gold-window closure. Analysis of SWIFT/CHIPS/

Published 2026-05-13

US-Iran Crisis 2026 — Multi-Country Forecast and Japanese SME Supply-Chain Impact

Hormuz transit dynamics April-May 2026, US-Iran dual strategy (ceasefire + port blockade), Gulf state divergence (Israel/Saudi/UAE/Qatar), China's twin pivot (I

Published 2026-05-12

Japan's Stealth Retirement-Tax Reform — DC Duplication Adjustment, METI 20-Year Labor Liqu

Japan's 2026 stealth retirement-tax reform: DC duplication adjustment as 'hidden tax increase,' METI's 20-year labor-market liquidity push from Koizumi through

Published 2026-05-12

Mt Fuji Eruption and Japan's Economy — -3.5% GDP Impact, Global Reinsurance Capacity, and

Mt Fuji eruption economic impact analysis: -3.5% annual GDP scenario, Japanese financial market risk-premium dynamics (JGB, JPY, equity chain), supply-chain par

Published 2026-05-12

The Late-Comer Japan — A 30-Year Comparative Study of China's Property Crisis | JFSC Macro

Japanese-perspective comparative analysis of China's property crisis through the lens of Japan's 1990s-2020s 30-year trajectory. Five scenarios (optimist to har

Published 2026-05-11