March 3, 2025

LOCKED MacroCapture: Portfolio – March 2025

MacroCapture Portfolio: your hub for tracking our trade recommendations, monitoring updates to trade targets and stops, and reviewing aggregated performance all in one convenient place.

March 3, 2025

LOCKED Video: Reality Bites

We wanted to ensure you didn’t miss last Friday’s important video update, Reality Bites. If you were out or overlooked our email, we are resending it, as this content has been flagged as extremely important and contains key insights you won’t want to miss.

March 3, 2025

LOCKED Japan Update: BoJ Board Personnel Changes Show Preparation for Higher Rates

BoJ Board Personnel Changes Show Preparation for Higher Rates
JGB Yields Jump Ahead of 10-Year Auction
JA Will Pay More to Secure Adequate 2025 Harvest Rice Supplies
Japan Container Carrier to Invest ¥3.75 Trillion to Expand Fleet

March 3, 2025

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