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Trump Tariffs: What to Watch When Asia/Global Markets Open
Mex Peso & CAD vs USD are not the best market barometers - watch CAD/MXN cross, Japan TOPIX Autos Sector, and gold to potentially rip. Cross asset…
Feb 2
•
Weston Nakamura
13
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Trump Tariffs: What to Watch When Asia/Global Markets Open
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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.
Jan 29
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Weston Nakamura
11
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Bank of Japan Jan’25 Rate Hike (Video)
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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…
Jan 23
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Weston Nakamura
14
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It’s “Official” - Nikkei: BOJ Rate Hike to 0.5% Friday
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Nikkei Leak: “BOJ Rate Hike Likely Next Week”
Just released. Full article + initial thoughts
Jan 17
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Weston Nakamura
16
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Nikkei Leak: “BOJ Rate Hike Likely Next Week”
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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…
Jan 16
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Weston Nakamura
28
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L.A. Wild Fires Are Burning The Bond Markets: An Alternate Take On Why Global Yields Are Surging
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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…
Dec 19, 2024
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Weston Nakamura
21
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Dec’24 Bank of Japan & FOMC Initial Commentary
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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…
Dec 9, 2024
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Weston Nakamura
14
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Korea's Political Turmoil Is Driving US Equities Higher
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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…
Dec 3, 2024
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Weston Nakamura
19
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Japan Holds Markets Together As France Crashes Its Government
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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.
Nov 29, 2024
29
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USDJPY Flirts With Breaking 150 (And Has Nothing To Do With Tokyo CPI)
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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…
Nov 27, 2024
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Weston Nakamura
17
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The Greatest Trump Trader In History: Prime Minister Shinzo Abe
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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…
Nov 14, 2024
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Weston Nakamura
12
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Trading Trump (2) - Bond Markets
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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…
Nov 12, 2024
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Weston Nakamura
23
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Trading Trump (1) - America’s Largest Foreign Investors And The “Trump Trade”
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13:52
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