November 14, 2022

LOCKED Japan Update: Kuroda Praises FX Intervention, Promises Continued Easing

Kuroda Praises FX Intervention, Promises Continued Easing
Ongoing Rush to Make Semiconductors in Japan
Tokyo Taxi Fares See Biggest Increase Since 1989
Second Cabinet Minister Under Fire for Money Scandal

November 14, 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