August 23, 2024

LOCKED Japan Update: Ueda Confirms BoJ Policy Stance in Two Diet Sessions

Ueda Confirms BoJ Policy Stance in Two Diet Sessions
Nationwide July Core CPI Up 2.7% as Energy Subsidies End
Koizumi Emerges as Voter Favorite in LDP Race
July Paper and Cardboard Shipments Rise

August 23, 2024

Yahoo Finance: A 50bps Rate Cut Would Guarantee Recession

Yahoo! Finance welcomes Julian Brigden, co-founder and president of Macro Intelligence 2 Partners, to discuss his market outlook with Market Domination hosts, Julie Hyman and Josh Lipton, as they delve into the driving factors for a potential recession.

August 23, 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