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 Westonâs 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.
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 Westonâs 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's guest appearance on Endgame Podcast with @peruvian_bull discussing the Bank of Japan, Ministry of Finance and the latest round of yenterventions.
Endgame Podcast: Welcome to the YenGame with Weston Nakamura
(Filmed on Friday May 3rd 2024)
2:10 Background of Bank of Japan's Radical Policy Experimentation
11:45 How Yield Curve Control Ultimately Failed
19:30 Limitations To Further JGB Buying, And Unwinding
22:57 The Carry Trade
27:52 đŻđ”BOJ + đŠđșRBAâs Dual YCC, AUD/JPY Carry Trade, and Risk Assets in 2020
32:10 Current State of JPY Carry Trade
37:15 Japanâs Playbook: âAggressively Waitingâ & The Unknown
45:25 âToo Big To Fail Countriesâ - Japanâs Moral Hazard
50:45 Yentervention Week and Near-Term Markets
56:30 A Failed Yentervention: Japanâs Biggest Immediate-Term Fear
58:50 MOF Is the Most Informed Market Parcipant
1:02:55 Japan Capital Controls?
1:06:38 Asia Regional Impact: Chinese yuan & Korean won
1:17:50 US Treasuries
Follow Peruvial Bull:
"Japan At War With Markets (I) - Anatomy of Yentervention Week"
Read full article on Across The Spread HERE â https://bit.ly/44IUcks
Support Across The Spread on Substack for original market insights and commentary.
Follow on X: twitter.com/acrossthespread
Hosted on Acast. See acast.com/privacy for more information.