February 16, 2022

LOCKED Japan Update: 5-Year JGB Yield Highest Since October 2015

5-Year JGB Yield Highest Since October 2015
October-December Real GDP Up 5.4% Annualized
Government Considering Easing International Travel Restrictions in March
Gasoline Subsidies Having Limited Impact

February 16, 2022

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