August 20, 2026
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...
Stay updated with YCC Capital’s latest research on global markets, geopolitics, asset allocation, commodities, currencies, and investment strategy.
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...
YCC CAPITAL Innovation Themes & Strategy Date: August 7, 2026 Executive Summary Every technological revolution begins with optimism. Railroads transformed commerce before many lines went bankrupt. Fiber-optic networks were massively overbuilt during the dot-com era before...
YCC CAPITAL U.S. THEMES & STRATEGY August 5, 2026 YCC Perspective The U.S. economy entered the second quarter looking weaker on the surface than it felt underneath. Real GDP expanded at a 1.5% annualized rate,...
YCC CAPITAL U.S. Themes & Strategy August 3, 2026 YCC Perspective Every economic cycle has a statistic that dominates headlines. Today, it is America’s consumer credit delinquency rate. On the surface, the data appears alarming: auto...
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