June 11, 2025

LOCKED MacroCapture: Research Dossier – June 2025

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June 11, 2025

LOCKED Japan Special Report: Ultra-Long JGB Yields Soar

New Regulations Cut Demand for Ultra-Long JGBs

No Fiscal Restraint as July Election Looms

CPI, Consumption Depend Upon Bringing Rice Prices Under Control

Lower Inflation, Tariffs Threaten BoJ’s Case for Raising Rates

June 11, 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