May 7, 2025

LOCKED Japan Update: Ishiba Faces New Political Money Scandal

Ishiba Faces New Political Money Scandal
40-Year JGB Hits Record High Yield
Central Tokyo Office Rents Hit 32-Year High for New Buildings
Retail Rice Price Rise for Seventeenth Consecutive Week

May 7, 2025

LOCKED Ask Me Anything with MI2 Research Team – May 2025

In this Ask Me Anything session, Julian, David, and Harry of the MI2 research team respond directly to questions from the MacroCapture audience.

May 7, 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