August 20, 2025

LOCKED Japan Update: BoJ JGB Buying Operation Highlights Market Weakness

BoJ JGB Buying Operation Highlights Market Weakness
July Tourist Arrivals Rise 4.4%
¥1 Trillion Short Position Could Support Equity Prices
Machinery Orders Rise 0.4% in April June Quarter
Drought May Reduce Size of 2025 Rice Crop

August 20, 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