August 26, 2026
YCC CAPITAL U.S. Bond Strategy August 26, 2026 The U.S. fiscal debate has crossed an important threshold. The issue is no longer whether federal debt is “high” in an abstract sense; markets already know that. The...
Stay updated with YCC Capital’s latest research on global markets, geopolitics, asset allocation, commodities, currencies, and investment strategy.
YCC CAPITAL U.S. Bond Strategy August 26, 2026 The U.S. fiscal debate has crossed an important threshold. The issue is no longer whether federal debt is “high” in an abstract sense; markets already know that. The...
YCC CAPITAL U.S. Bond Strategy August 25, 2026 YCC Capital Research Long-duration U.S. Treasuries have become the pressure gauge for a market wrestling with fiscal supply, inflation uncertainty and increasingly complicated liquidity mechanics. The latest rise...
YCC CAPITAL U.S. Bond Strategy August 20, 2026 The U.S. Treasury has chosen an interesting moment to lean harder into long-duration bond buybacks. On August 19, Treasury announced that between September 9 and November 4 it...
YCC CAPITAL Japan Investment Strategy August 20, 2026 YCC Capital Research The market is increasingly treating a September Bank of Japan rate hike as the next major turning point for the yen. We think that framing...
YCC CAPITAL Emerging Markets & China Strategy August 19, 2026 China’s July data tell a remarkably consistent story: the economy is producing more effectively than it is consuming, exporting more convincingly than it is investing, and...
YCC CAPITAL Emerging Markets & China Strategy August 17, 2026 China’s housing market is beginning to show a familiar late-cycle pattern: transaction activity is trying to stabilize before confidence has truly recovered. Beijing’s latest round of...
YCC CAPITAL Global Asset Allocation August Global Asset Allocation Outlook August 13, 2026 YCC Capital Perspective July reminded investors of an old market truth: when everyone is standing on the same side of the boat, it...
YCC CAPITAL Commodity & Energy Strategy August 12, 2026 Gold’s first-half collapse was not simply a failed inflation hedge or a temporary bout of speculative excess. It was a stress test for the entire architecture of...
YCC CAPITAL Global Fixed Income & Currency Strategy August 10, 2026 YCC Perspective The yen’s violent rebound after coordinated U.S.-Japan intervention has reopened a deceptively simple question: was the currency merely weak, or had it become...
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Stay updated with YCC Capital’s latest research on global markets, geopolitics, asset allocation, commodities, currencies, and investment strategy.
