June 1, 2023

Thoughts From The Divide – Slowing the Behemoth

This week we highlight some amusing and bemusing dynamics observed in various sectors of the economy. Commercial real estate increasingly justifies the dumpster fire metaphor

June 1, 2023

LOCKED Japan Update: Quarterly Corporate Report Shows Record Recurring Profit

Quarterly Corporate Report Shows Record Recurring Profit
Keidanren Chief Calls for More Wage Hikes
Weak Semiconductor Production Equipment Exports Dent April Production
Asian Petrochemical Prices Down on Weak China Demand
May Consumer Sentiment Higher

June 1, 2023

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