March 8, 2024

LOCKED Japan Update: BoJ: “Confidence is Gradually Increasing”

BoJ: “Confidence is Gradually Increasing”
Labor Unions Begin to Report Strong Wage Settlements
January Real Wages Fall 0.6%, Real Consumption Drops 6.3%
February Economy Watcher’s Index Rises in Anticipation of Higher Wages

March 8, 2024

Thoughts From The Divide: The Works

“Expectant Optimism” The dog-and-pony show in front of Congress this week has given Jerome Powell the opportunity to showcase his latest mantras. “Message discipline” was

March 8, 2024

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