Overnight press – GPIF Unlikely To Announce New Portfolio Until November

Not new news, but carried in the Wall Street Journal overnight:

  • According to official Japan’s Government Pension Investment Fund (GPIF) “is likely to wait until November to unveil its plans”
  • It was previously expected to be October

More at the article (which may be gated)

That report wouldn’t have done the yen any harm overnight

Best in 2026

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