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February 2025

January 2025

Bank of Japan Jan’25 Rate Hike (Video)
BOJ policy rate at 0.5% is now on a knife’s edge - until the next hike, or next rate move being a cut, reinforcing the 0.5% cap.
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Weston Nakamura
2
It’s “Official” - Nikkei: BOJ Rate Hike to 0.5% Friday
Nikkei drops “breaking news” headline at 🇯🇵7PM today- market outcomes now depend on Gov Ueda’s press conference. What to know heading into Jan’25 Bank…
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Weston Nakamura
Nikkei Leak: “BOJ Rate Hike Likely Next Week”
Just released. Full article + initial thoughts
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Weston Nakamura
1
L.A. Wild Fires Are Burning The Bond Markets: An Alternate Take On Why Global Yields Are Surging
Japan's Big 3 General Insurance Co's have direct exposure to pay huge and growing fire claims in California, and are liquidating their portfolio assets…
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Weston Nakamura
9

December 2024

Dec’24 Bank of Japan & FOMC Initial Commentary
2024’s most market consequential central banks release their respective policy decisions within hours of one another to end 2024. Initial commentary…
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Weston Nakamura
1
Korea's Political Turmoil Is Driving US Equities Higher
Korea retail investors have been selling domestic equities and buying US single stocks (TSLA, A.I. plays) to won over $100 billion - and this was before…
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Weston Nakamura
Japan Holds Markets Together As France Crashes Its Government
If Japanese capital is buffering EU political risk, then the risk shifts from Europe to Japan. How to really read the French government collapse in…
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Weston Nakamura
1

November 2024

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