October 8, 2021

Thoughts From The Divide – Connecting the Dots

“More and more small businesses are struggling to find workers” With a host of recent headlines on the strength of the labor market, today’s NFP

October 8, 2021

LOCKED Japan Update: Kishida’s Policy Speech: Guns and Butter

Kishida’s Policy Speech: Guns and Butter
September Economy Watcher’s Index Improves
August Current Account Falls 20.1% as Auto Exports Decline
August Consumption Drops 3.0%, Cash Wages Up 0.7%
Government Watching Impact of LNG on Utility Prices
TSMC, Sony (6758) to Build New Semiconductor Plant in Kumamoto

October 8, 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