『Across The Spread』のカバーアート

Across The Spread

Across The Spread

著者： Weston Nakamura
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このコンテンツについて

Across The Spread is a financial markets podcast hosted by Weston Nakamura based in Tokyo, providing listeners with all of the latest developments and differentiated insights stemming from the Asia Pacific region with global, cross-asset market impact and consequence - mixed with a bit of Weston’s wit and humor.


From commentary on day-to-day market activity, to long-form thematic deep dives,

Across The Spread connects what is happening on the ground in Asia with broader markets in the U.S. and Europe. Be it equities, bonds, currencies or commodities, as well as critical developments on the policy front out of the Bank of Japan to China - Across The Spread takes a markets-first approach for traders, investors, and market enthusiasts around the world.


Weston has a background in institutional finance as a listed derivatives trader at Goldman Sachs and equity hedge fund sales at Jefferies in Tokyo, and has been creating original content on financial markets as Global Markets Editor at Real Vision, and host of the Market Depth podcast on Blockworks Macro.

Hosted on Acast. See acast.com/privacy for more information.

Weston Nakamura 個人ファイナンス 政治・政府 経済学
エピソード
  • Bank of Japan Rates Now On A Knife’s Edge

    Bank of Japan Rates Now On A Knife’s Edge
    2025/01/29

    Bank of Japan January 2025 rate hike commentary and analysis summary.

    • The Critical “BOJ 50bps Ceiling”
    • Bank of Japan Jan’25 Meeting Markets Breakdown
    • Governor Ueda’s Press Conference
    • 12:42 Background Context of BOJ Rate Hikes Under Gov Ueda
    • 17:05 Governor Ueda's “One More Notch” Needed
    • The BOJ “Rice Price” Rate Hike
    • “If The Outlook Is Realized, Bank of Japan Will Continue To Raise Rates” - What This Really Means


    Further Insights & Commentary on Jan’25 Bank of Japan:


    •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.


    https://westonnakamura.substack.com/p/bank-of-japan-jan25-rate-hike-video



    •It’s “Official” - Nikkei: BOJ Rate Hike to 0.5% Friday


    https://westonnakamura.substack.com/p/its-official-nikkei-boj-rate-hike?r=8c43a



    •Nikkei Leak: “BOJ Rate Hike Likely Next Week”


    https://westonnakamura.substack.com/p/nikkei-leak-boj-rate-hike-likely?r=8c43a


    ——

    Support Across The Spread directly by subscribing on Substack for full access to differentiated, markets-first commentary and analysis of key developments out of Japan, China and the Asia Pacific region of overlooked consequence and impact to green and red blinking tickers across global markets.


    Across The Spread Substack subscribers get access to earlier and full videos, written articles, notes and chats.


    https://westonnakamura.substack.com


    Follow Weston on X: @acrossthespread


    acrossthespread.com


    Hosted on Acast. See acast.com/privacy for more information.
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    31 分
  • China Blasts Stimulus As Japan Self-Destructs | Weston Nakamura & Michael Gayed

    China Blasts Stimulus As Japan Self-Destructs | Weston Nakamura & Michael Gayed
    2024/10/01

    Streamed live on Sep 30, 2024


    Michael Gayed interviews Weston Nakamura once again during live market hours in Asia, as Japan implodes upon the LDP leadership election results, as Shigeru Ishiba stuns markets in a victorious runoff round against Sanae Takaichi to become Japan’s next Prime Minister. Weston discusses why NKY and USDJPY are getting idiosyncratically hammered.


    Meanwhile, China unleashes multifaceted stimulus measures as the biggest market development out of Asia (if not globally) in the past week - Weston and Michael discuss if this is the real-deal, or just another movie replay.


    For more in depth detail, charts and more, read the corresponding article for this discussion on Across The Spread Substack below:


    “Did Japan Market Just Fire Another Warning Shot Upon LDP Elections?”

    👇

    https://bit.ly/3BsDyew



    ——

    Support Across The Spread directly by subscribing on Substack for full access to differentiated, markets-first commentary and analysis of key developments out of Japan, China and the Asia Pacific region of overlooked consequence and impact to green and red blinking tickers across global markets.


    Across The Spread Substack subscribers get access to earlier and full videos, written articles, notes and chats.


    https://westonnakamura...


    Follow Weston on X: @acrossthespread


    acrossthespread.com



    Hosted on Acast. See acast.com/privacy for more information.
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    49 分
  • Michael Gayed & Weston Nakamura LIVE During Black Monday Japan Trading Hours

    Michael Gayed & Weston Nakamura LIVE During Black Monday Japan Trading Hours
    2024/09/22

    Filmed live on Monday August 5, 2024 during the Japan AM trading session of Black Monday 2024, the day that Japan had blown up global markets.


    Michael A. Gayed of The Lead-Lag Report and Weston Nakamura from Across The Spread are live, just as the NKY225 and TOPIX Indices see a stunning -12% single-day drop, with global indices across Europe and the US following suit, all thanks to a massive (continuing) surge in JPY.


    Michael and Weston discuss the JPY carry trade unwind, the Japan equity market meltdown, and the broader global market spillover effects underway, as well as touching on concepts like NISA flows into US equities.


    They also dig in to the Bank of Japan's shock rate hike at the July 2024 policy meeting that had just occurred 2 days prior to Black Monday.


    Read from Across The Spread:


    Warning For US & Europe - Japan Is Seriously Crashing Right Now


    For further insights and commentary on JPY and its correlation vs NDX, including a deeper look into CTAs, systematic flow behavior and more, see the corresponding article on Across The Spread Substack


    USDJPY: 152 - The CrowdStrike of Global Markets


    ——

    Follow Michael A. Gayed @leadlagreport


    leadlagreport.substack.com


    ——

    Support Across The Spread directly by subscribing on Substack for full access to differentiated, markets-first commentary and analysis of key developments out of Japan, China and the Asia Pacific region of overlooked consequence and impact to green and red blinking tickers across global markets.


    Across The Spread Substack subscribers get access to earlier and full videos, written articles, notes and chats.


    https://westonnakamura.substack.com


    Follow Weston on X: @acrossthespread


    acrossthespread.com


    Hosted on Acast. See acast.com/privacy for more information.
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    1 時間 4 分

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