May 20, 2024

LOCKED Japan Update: Keidanren Reports 5.58% Average Wage Hike

Keidanren Reports 5.58% Average Wage Hike
10-Year JGB Yield Hits 0.975%
BoJ Faces Headwinds on Rate Hikes
Retail FX Traders Embrace Yen Carry Trade
Norinchukin Bank to Raise ¥1.2 Trillion Equity to Cover Bond Losses

May 20, 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