May 2, 2025

LOCKED Japan Update: Kato Stuns Market with Threat to Sell US Treasuries

Kato Stuns Market with Threat to Sell US Treasuries
Trade Talks Meeting 3: US, Japan Far Apart on Autos, Steel, Aluminum
Half of Auto Parts Makers Look to Pass on Tariff Costs
March Unemployment Rises to 2.5%

May 2, 2025

LOCKED MacroCapture: Hotwire Alert – May 2, 2025

Sticking to the plan. How to deal with the noise around tariffs.

May 2, 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