Across The Spread

Across The Spread

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BOJ To Unwind ¥37 Trillion In ETF Holdings Over 100+ Years
Bank of Japan surprises markets with their plan to unwind their massive ETF portfolio. Consensus: Hawkish BOJ & Bearish Equities. I strongly disagree on…
 • Weston Nakamura
Global Markets Overview on BOJ Today
Commentary on: Fed - BOJ Policy Differential vs FX Markets, Why Long-end USTs, UK Gilts & French OATs In Political/Fiscal Turmoil Are Plunging (HINT…
 • Weston Nakamura
Japan Is Blowing Up Its Political System Pt. 1 - The Ishiba Ouster
World’s most dangerous market is now in the hands of the most dangerous people: elected officials embarking on never-before used measures to potentially…
 • Weston Nakamura
Weston on Hidden Forces Podcast Discussing Markets Post-Japan Election
Listen to Hidden Forces Episode 429: Why Japan’s Elections Could Blow Up Global Bond Markets | Weston Nakamura
 • Weston Nakamura
Major Overlooked Risk To Global Bond Markets: Japan Upper House Elections
Major potential market risk: July 20th Upper House elections, which are already pushing JGB and UST yields higher, but may trigger another massive surge…
 • Weston Nakamura
How Japan Screwed Up Dealing With Trump
Behind the predictable miscalculations and motivations of Prime Minister Ishiba that shoved Japan out of being “U.S. priority #1" in global trade…
 • Weston Nakamura
23:00
World's Most Dangerous Market: JGBs
Follow up article from video: Bank of Japan / Ministry of Finance Debt Monetization, Life Insurers, Asset Swaps, Foreigners' Curve Flatteners. Views on…
 • Weston Nakamura
Across The Spread
Across The Spread
Market commentary and insights out of Asia with global market impact by Weston Nakamura- former Goldman macro trader turned financial content creator & podcast host in Tokyo. Asia impacts global equities, bonds, currencies and commodities - find out how.
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