Market 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 | Substack | Pricing | Freemium | Publishes | Twice weekly |
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Issues | 72 | Subscribers | Read | westonnakamura.substack.com |
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Happy Thanksgiving to my fellow 🇺🇸🍗
The strength and stability of the U.S.-Japan economic alliance and relationship is one of those givens that the world takes for granted, particularly during President Trump’s first term in office - when practically every sovereign nation or...
Watch now (23 mins) | Video series part 2 - Japan pension flows, and dispelling the myth of a "Trump Trade" existing in and being reflected by long-end US yields.
This is part of a broader analysis on the US elections and market implications through the perspective of Asia / Japan.
Other publications recommended by the authors of this newsletter.
The writers behind this newsletter.
Across The Spread Podcast. Tokyo-based, tying Asia with the global macro picture with differentiated views & original content on markets & policy. Former Goldman & Jefferies sales & trading, Real Vision & Blockworks
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