by @saltydogfella.bsky.social
OSINT Japan
Robin Brooks I did yesterday's live stream on bond market flows, i.e. who's buying and selling. There's been a lot of chatter that Japanese investors have been dumping French debt, but there's no sign of that in data through August when the spike in yields got started... robinjbrooks.substack.com/p/are-japane...
AFP News Agency 🇯🇵 Japan's 'polka dot queen' works on display at Tokyo exhibition Giant balloon sculptures and a field of silver spheres by the late Japanese "polka dot queen" Yayoi Kusama go on display ahead of the opening of Tokyo Atlas, a new international exhibition in the capital.
AFP News Agency 🇯🇵 The recent killing of a woman on Okinawa has prompted public outrage, caused Japan's premier to slam the "heinous crime" and reignited controversy over the heavy US military presence on the southern island ➡️ u.afp.com/SCTM
The Japan Times A media association survey has found that the proportion of people in Japan who think the United States is the biggest threat to world peace came to 26.8%, the second highest after China, cited by 32.5%.
The Japan Times A week after a U.S. marine was arrested on suspicion of murdering a Japanese woman in Okinawa Prefecture, some residents are making their position clear: They want American soldiers to leave. 👉 ebx.sh/wYpwaq
The Japan Times Film buffs, rejoice: The Tokyo International Film Festival is back with more than 200 Japanese and international titles for your viewing pleasure. 👉 ebx.sh/YQkMcO
The Japan Times Shunichiro Sato was a promising member of Japan's national volleyball team until a drug bust derailed his career. Now he is trying to put the pieces back together: “I lost the life I knew overnight, and all that was left was regret.” 👉 ebx.sh/AN1cZd
Robin Brooks On this morning's live stream, I talked about bond market flows and whether it's a hedge fund blow-up or Japanese investors pulling back that are driving the rise in French yields. It's neither. Instead, it's France's totally unsustainable fiscal policy... robinjbrooks.substack.com/p/are-japane...
Crime Intel Japan: A senior member of the Kudo-kai yakuza syndicate faces life imprisonment over the 2013 assassination of the president of Gyoza no Ohsho, one of Japan's largest restaurant chains. Takayuki Ohigashi, 72, was shot four times outside the company's Kyoto headquarters in December 2013. 1/4
AFP News Agency 🇯🇵 Japan's 'polka dot queen' works on display at Tokyo exhibition Giant balloon sculptures and a field of silver spheres by the late Japanese "polka dot queen" Yayoi Kusama go on display ahead of the opening of Tokyo Atlas, a new international exhibition in the capital.
AFP News Agency 🇯🇵 Sleep-deprived Japan holds best-rested competition In diligent, exhausted Japan, self-described elite "competitive sleepers" vied to lie down, relax and nap the fastest and deepest in a contest organised by a mattress company.
NOELREPORTS Japan’s Defense Ministry has signed a contract to acquire interceptor drones from Ukrainian manufacturer SkyFall, Defense Minister Shinjiro Koizumi says. Japan is seeking delivery as quickly as possible and sees lessons in Ukraine’s rapid drone development cycle. #Ukraine
Robin Brooks Japan has great data on what its investors are doing overseas. They haven't been selling France in data through August, which is when that bond sell-off began. There may be individual asset managers scaling back, but in aggregate this rounds down to zero... robinjbrooks.substack.com/p/whos-selli...
Robin Brooks French bond yields have been going vertical since early August. In August, the excuse was thin liquidity. Then it was stories about individual hedge funds blowing up and Japanese asset managers selling. These are just excuses. France has itself to blame... robinjbrooks.substack.com/p/whos-selli...
MAKS 26 👀🇺🇦 🇯🇵🇺🇦 Japanese Ministry of Defense has signed a contract to purchase interceptor drones from Ukrainian company SkyFall, - Japanese Defense Minister. He noted that the agency is currently working to ensure their delivery as soon as possible.
The Japan Times Rankings continue to slip for the Japanese capital's top bars as Hong Kong once again reclaims its status as the region's cocktail capital. 👉 ebx.sh/TGHK9X
The Japan Times Japan saw the average number of influenza patients jump to 11.35 per clinic for the week through Oct. 4, the health ministry said, causing people to rush to get flu shots as an unusually early season hits the country. 👉 ebx.sh/B0nJsC
The Japan Times Several travel companies in Japan have reported potential data breaches, raising concerns that customers' personal information might have been compromised as the country contends with a series of cyberattacks. 👉 ebx.sh/crotdQ
Robin Brooks I'm doing my usual Saturday morning live stream at 9:30 am (ET) tomorrow. I'll talk about whether the sell-off in French government bonds is linked to Japanese investors pulling back and the unwind of the Yen carry trade. Flows data do NOT show this... open.substack.com/live-stream/...