October 11, 2024

LOCKED Japan Update: BoJ’s Himino Reiterates Rate Normalization Plan

BoJ’s Himino Reiterates Rate Normalization Plan
September Corporate Price Index Up 2.8%
CTAs Said to be Buying USDJPY Ahead of US Presidential Election
Central Tokyo Office Vacancy Rate Falls to 4.61% in September
Political Fundraising Scandal Makes LDP Election Success More Difficult

October 11, 2024

Thoughts From The Divide: Natural Disasters?

“Month to month, there’s wiggles and bumps in the data, but we’ve seen this pretty steady process of inflation moving downwards…I expect that will continue”

October 11, 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