Across The Spread
Subscribe
Sign in
Home
Notes
Chat
Archive
About
Weston on Hidden Forces Podcast Discussing Markets Post-Japan Election
Listen to Hidden Forces Episode 429: Why Japan’s Elections Could Blow Up Global Bond Markets | Weston Nakamura
Jul 24
•
Weston Nakamura
12
BOJ To Unwind ¥37 Trillion In ETF Holdings Over 100+ Years
Bank of Japan surprises markets with their plan to unwind their massive ETF portfolio. Consensus: Hawkish BOJ & Bearish Equities. I strongly disagree on…
Sep 19
•
Weston Nakamura
21
Global Markets Overview on BOJ Today
Commentary on: Fed - BOJ Policy Differential vs FX Markets, Why Long-end USTs, UK Gilts & French OATs In Political/Fiscal Turmoil Are Plunging (HINT…
Sep 18
•
Weston Nakamura
15
1
Latest
Top
Discussions
Japan Is Blowing Up Its Political System Pt. 1 - The Ishiba Ouster
World’s most dangerous market is now in the hands of the most dangerous people: elected officials embarking on never-before used measures to potentially…
Sep 1
•
Weston Nakamura
29
4
Major Overlooked Risk To Global Bond Markets: Japan Upper House Elections
Major potential market risk: July 20th Upper House elections, which are already pushing JGB and UST yields higher, but may trigger another massive surge…
Jul 17
•
Weston Nakamura
34
4
How Japan Screwed Up Dealing With Trump
Behind the predictable miscalculations and motivations of Prime Minister Ishiba that shoved Japan out of being “U.S. priority #1" in global trade…
Jul 2
•
Weston Nakamura
20
23:00
World's Most Dangerous Market: JGBs
Follow up article from video: Bank of Japan / Ministry of Finance Debt Monetization, Life Insurers, Asset Swaps, Foreigners' Curve Flatteners. Views on…
Jun 12
•
Weston Nakamura
27
1
Live Discussion on JGB / Global Bond Markets With Gayed on X
X Spaces today at 🇯🇵11AM / 🇺🇸10PM (EST) - additional material
May 27
•
Weston Nakamura
17
JGB Vigilantes
If you want an actual market-read on long-dated UST yields, watch what's going on in long-dated JGB yields - which are blowing up.
May 20
•
Weston Nakamura
30
7
Japan’s Paranoia Of Imminent Dollar-Yentervention
Domestic media is fueling a widespread, manufactured obsession among Japanese market players of “imminent JPY strength” at the hands of US, and what…
May 19
•
Weston Nakamura
19
1
See all
Recommendations
View all 13
Marquee Finance by Sagar
Sagar Singh Setia
SpearPoint Equity Alpha
Capital Flows
The Alethea Narrative
Craig Shapiro
Fidenza Macro
Geo Chen
Capital Flows
Capital Flows
Across The Spread
About
Archive
Recommendations
Sitemap
