September 24, 2025

LOCKED Japan Update: MoF Announces Reduction in Ultra-Long JGB Issuance

MoF Announces Reduction in Ultra-Long JGB Issuance

Yen Carry Trade Revives Outside of US Dollar

Why Did BoJ Announce ETF Sale Now?

Candidates Hold First Debate as LDP Leaders Sound Out Potential Coalition Partners

August Machine Tool Orders Jump 9%

September 24, 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

LOCKED MacroCapture: On Our Radar | 12/15 – 12/20

LOCKED Japan Update: BoJ Raises Policy Rate to 0.75%, Highest Since 1995

Thoughts From The Divide: Living in Interesting Times

LOCKED Japan Update: BoJ Expected to Continue Rate Hikes in 2026