June 13, 2025

LOCKED Japan Update: Cabinet Approves Basic Economic Plan, Seeks 1% Real Wage Growth

Cabinet Approves Basic Economic Plan, Seeks 1% Real Wage Growth
Buying Votes: Ishiba Proposes ¥20,000/Person Grants
Ishiba, Trump Talk Trade Ahead of G7 Meeting
Koizumi Wants Retailers to Offer Cheap Rice Nationwide
Declining “Stock Effect” May Push JGB Yields Higher

June 13, 2025

MI2 TD Trade Point: Europe Cracks First

The board’s been flashing red for days — too many 13s to ignore.

June 13, 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