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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

USDJPY Flirts With Breaking 150 (And Has Nothing To Do With Tokyo CPI)
Global rates and equity market implications for the immediate term.
The Greatest Trump Trader In History: Prime Minister Shinzo Abe
Nobody in the world had managed and even influenced President Trump’s first term better than Japan PM Abe, who kept political and market volatility at…
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Weston Nakamura
1
31:45
Trading Trump (2) - Bond Markets
Watch now (23 mins) | Video series part 2 - Japan pension flows, and dispelling the myth of a "Trump Trade" existing in and being reflected by long-end…
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Weston Nakamura
3
22:54
Trading Trump (1) - America’s Largest Foreign Investors And The “Trump Trade”
Video series overview of how a second President Trump term is viewed by Japan investors - the largest foreign holders of USTs, a key driving force in US…
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Weston Nakamura
3
13:52
Deciphering the Bank of Japan - October Policy Meeting and Press Conference
The only Bank of Japan analysis piece you will need (seriously).
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Weston Nakamura
2

October 2024

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