August 11, 2025

LOCKED Japan Update: Nikkei Exclusive Interview with US Treasury Secretary Scott Bessent

Nikkei Exclusive Interview with US Treasury Secretary Scott Bessent
AI Data Centers Require More Optical Fiber Cable
US, UK F35Bs Land on Japanese Carrier

August 11, 2025

LOCKED MacroCapture: Hotwire Alert – August 11, 2025

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August 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