July 17, 2024

LOCKED Japan Update: USDJPY Falls Following Trump, Kono Comments

USDJPY Falls Following Trump, Kono Comments
Summer Bonus Growth at Small Companies Beats Large Companies
2024 Tourist Arrivals to Top 34.5 Million
Retailers Expect Price Increases on 60% of Items During FY 2024

July 17, 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