August 25, 2021

LOCKED Japan Update: Government Expands COVID Restrictions to New Prefectures

Government Expands COVID Restrictions to New Prefectures
Kishida to Announce Candidacy in LDP Race, LDP Election Set for September 29
TSMC Announces 10% to 20% Price Hikes
Murata Manufacturing (6981) Halts Production at Fukui Plant Due to COVID Outbreak

August 25, 2021

Recent Publications

Japan Update: July Economy Watcher’s Index Falls

Ask Me Anything & Summary of Views with Julian Brigden – August 2022

Thoughts From The Divide – Releasing the Hounds

Japan Update: Japanese Electronic Parts Makers Report Higher Inventories

Macro Insiders: In Focus Trade Portfolio – August 2022

MI2 China Update: Pelosi’s Taiwan trip still on, despite China signaling a potential military response

Blog Posts

Thoughts From The Divide: The Anti-Trump Trade (And Other Graceful Exits)

Thoughts From The Divide: I’ll have what he’s having!

LOCKED Part II: The End of the Basle 3 “Endgame”

LOCKED MacroCapture: On Our Radar | 2/8 – 2/15