October 18, 2024

LOCKED Japan Update: September Nationwide Core CPI Up 2.4%

September Nationwide Core CPI Up 2.4%
As USDJPY Closes in on 150, Is Intervention Imminent?
Engel’s Coefficient Hits 42-Year High as Rice Prices Soar
Ethylene Capacity Utilization Ratio Remains Below 90%

October 18, 2024

Thoughts From The Divide: Little Tweaks and Adjustments

“I actually think we’re going to see inflation be choppy, and I expect that we’ll see employment stay robust.” As we noted back in May,

October 18, 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