November 14, 2025

LOCKED MacroCapture: On Our Radar | 11/10 -11/14

A short-form weekly video blog designed to keep you aligned with our evolving macro thinking. Each episode breaks down the key developments shaping the landscape, highlights where the data supports—or challenges—our core views, and shares the charts commanding our attention right now.

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November 14, 2025

LOCKED Japan Update: ¥17 Trillion Supplementary Budget Outline

  • ¥17 Trillion Supplementary Budget Outline

  • Takaichi Says Companies Focus “Too Much” on Shareholders

  • Ueda: Prices “Gradually Moving” Toward 2% Inflation Target

  • Takaichi: Plan to Strengthen Regional Banks by Summer

  • October Corporate Price Index Up 2.7%

  • Steel Coil Prices Lowest Since 2021

  • Japan is “Activist Investor Heaven”

  • Aggregate Listed Company Net Profits Up 7% in FY 2025 H1

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November 14, 2025

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