Across The Spread

Home
Notes
Chat
Archive
About
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…
 • 
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…
 • 
Weston Nakamura
2
13:52
Deciphering the Bank of Japan - October Policy Meeting and Press Conference
The only Bank of Japan analysis piece you will need (seriously).
 • 
Weston Nakamura
2

October 2024

The “Sell Japan” Election Outcome?
Japan just blew up in political chaos with the LDP losing their majority - implications for markets and BOJ.
 • 
Weston Nakamura
The Other Imminent Election Risk: Japan. JPY, JGBs, BOJ, Yenterventions
USDJPY’s impact on rising US yields, and a potential shakeup in upcoming Japan general elections risks MOF and BOJ to “stabilize” JPY & JGB markets both…
 • 
Weston Nakamura
2
New PM Ishiba Meets BOJ, USDJPY Nears Support Levels
PM Ishiba makes market-moving dovish BOJ public comments when NKY sells off. The key JPY levels to be aware of in the immediate term.
 • 
Weston Nakamura
4
2 Types of FOMO - Trading Long Mitsubishi Heavy
An example of my trading psychology and approach via 🇯🇵7011 Mitsubishi Heavy
 • 
Weston Nakamura
4

September 2024

Did Japan Market Just Fire Another Warning Shot Upon LDP Elections?
Tune into live stream during Japan AM trading session 🇯🇵Mon AM (🇺🇸Sun night) w/ Michael Gayed - and what you need to know heading into trading…
4
Why Bank of Japan Might Hike Rates Tomorrow
The case for a(nother) shock rate hike at the September Bank of Japan meeting
 • 
Weston Nakamura
2
Asia Market Price Action Post-FOMC Rate Cut Explained
Fed kicks off a "jumbo" 50bp rate cut - so why are JPY, USTs and US equities selling off? Why is NKY rallying? The cross asset Asia session of green …
 • 
Weston Nakamura
1
USDJPY Breaks Into 130s Heading Into Fed & Bank of Japan (Preview)
Detailed market analysis and significance of USDJPY breaking sub-140: who and what is (and ISN’T) driving the move. Initial policy commentary heading…
 • 
Weston Nakamura
3
Clarifying BOJ Rate Commentary & JPY Price Action (And They Are Unrelated)
USDJPY bounces off year-to-date lows. Bank of Japan commentary has absolutely nothing to do with it, despite media narrative nonsense.
 • 
Weston Nakamura
2
© 2024 Weston Nakamura
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture