Across The Spread
Weston NakamuraMarket commentary and insights out of Asia with global market impact by Weston Nakamura- former Goldman macro trader turned financial content creator & podcast host in Tokyo. Asia impacts global equities, bonds, currencies and commodities - find out how.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 106 | Subscribers | Read | westonnakamura.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Post-Takaichi Election Quick Market Commentary
Quick cross asset market commentary following PM Takaichi’s blowout snap election victory resulting in LDP winning 316 Lower House seats, enough to overcome a ⅔ supermajority alone. With coalition partner Ishin’s 36 seats (a gain of +2), th...
Japan Snap Election: The Takaichi Mandate (Part 1)
This is Part 1 of 2 - pre-result article covering the last 6 months of political turmoil dramatic pathway of Japan blowing up its political system, which is critically necessary to understand market behavior over the last, and next half-yea...
Quick Comment on FX Markets Post-BOJ & Potential Yentervention
For the sake of live market time sensitivity, this is a mid-article-writing quick commentary release on JPY’s sudden and sharp intraday rally immediately following BOJ earlier today.
PM Takaichi and the World’s Most Dangerous Front-End
Over the past year I’ve been saying that the global market-impacting relevance baton has been handed off from an easing-tapering frozen BOJ to elected officials and fiscal authorities - particularly as it relates to the function of JGBs, an...
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Authors
The writers behind this newsletter.
Founder, Across The Spread. US made, Tokyo-based, former Goldman & Jefferies trader turned original markets content at Real Vision & Blockworks. Analysis & commentary on cross-asset global markets that are being impacted by Asia factors.
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