November 8, 2024

Thoughts From The Divide: Winners and Losers

We are excited to announce… MacroCapture by MI2 Partners, our first solo product for Individual Investors, launches Monday. We are bringing all the best aspects

November 8, 2024

LOCKED Japan Update: Ishiba Prepares Economic Package

Ishiba Prepares Economic Package
September Real Consumption Falls 1.1%
MoF Releases July Intervention Data
September Disposable Income Falls

November 8, 2024

LOCKED The Three Stages of a Trump Presidency

We believe the period into the President taking office breaks down into three phases

In phase one, market assumptions are that Trump 2.0 is simply a repeat of 1.0

In phase two, stronger soft data should confirm these initial assumptions and trades

But in phase three, they will be challenged by the reality of new policies and the economy

November 8, 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

LOCKED MacroCapture: On Our Radar | 12/15 – 12/20

LOCKED Japan Update: BoJ Raises Policy Rate to 0.75%, Highest Since 1995

Thoughts From The Divide: Living in Interesting Times

LOCKED Japan Update: BoJ Expected to Continue Rate Hikes in 2026