Japan repatriation

Conviction over time

Two snapshots are needed.

Event timeline

1. retire September 30, 2026

   September 30, 2026: retire orphan theme-state row, candidate never gained an H2 section; yen/Japan read sits under Official Currency Defense / Yen-Funded Leverage.

   daily brief · triggers: Not yet triggered

2. candidate August 18, 2026

   Evidence: Japan's 2-year yield reached a 31-year high while USD/JPY was unchanged at 159.56 and speculators added 6,911 contracts to bets against the yen, to 40,040 net short (official latest, report date August 11, 2026).

   daily brief · triggers: Partial · next check: Next check: The next monthly Japanese cross-border securities data showing whether domestic institutions turned net sellers of foreign bonds.

3. candidate July 10, 2026

   Watch; no conviction assigned yet. A formal push for pension funds to buy local assets introduces a yen-support lever absent from the standing map.

   daily brief · triggers: Partial · next check: Birth trigger: verified allocation changes plus sustained yen strength. Invalidate if the proposal produces rhetoric but no flows.

Related claims

No claims reference this theme yet.