December 16, 2024

LOCKED Japan Update: Winter Bonuses Jump 3.49%

Winter Bonuses Jump 3.49%
October Machinery Orders Rise 2.1%
DPP Unhappy with LDP Proposal to Lift ¥1.03 Million Barrier
SoftBank CEO to Offer US$100 Billion Investment Plan in Trump Meeting

December 16, 2024

LOCKED MI2 Chart Point: Treasuries on the Cusp

As you know, courtesy of the deteriorating pool of global savings, deglobalisation, burgeoning fiscal demands, etc., we are long-term bond bears. Yet, there are times to push and times to sit on the sidelines.

December 16, 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