September 15, 2025

LOCKED Japan Update: Barring USDJPY Rally, BoJ May Wait Until 2026 to Raise Rates

Barring USDJPY Rally, BoJ May Wait Until 2026 to Raise Rates
FSA Wants to Make it Easier for Unlisted Companies to Offer Equity Compensation

September 15, 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