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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.
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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

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
© 2025 Weston Nakamura
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