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Across The Spread
Weston Nakamura
11 episodes
8 months ago

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.

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Business,
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All content for Across The Spread is the property of Weston Nakamura and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...
Investing
Business,
News,
Business News
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Bank of Japan Rates Now On A Knife’s Edge
Across The Spread
31 minutes 23 seconds
9 months ago
Bank of Japan Rates Now On A Knife’s Edge

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.

Across The Spread

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.