May 3, 2024

LOCKED Japan Update: Apparent Second Wave of Intervention to “Smooth” Yen Weakness

Apparent Second Wave of Intervention to “Smooth” Yen Weakness
Government to Send Inspectors to Ensure Higher Wages Passed Along in Higher Prices
April Consumer Confidence Falters on Higher Prices

May 3, 2024

Thoughts From The Divide: If Then

“You can’t look to a rule, these are going to be judgement calls” With another “most important Fed meeting of our lifetime” squarely in the

May 3, 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