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 |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 108 | Founded | 4 years ago | Last Issue | 3 months ago |
| Active | |||||
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westonnakamura.substack.comLatest Issues
Forget Iran - Japan & Korea Are Crashing Global Equities
A look at equities and crude oil market behavior through Asia since Iran blew up.
United States and Israel launch attacks on Iran over the weekend. Yet - US equity market reaction was relatively muted on Monday, while getting slammed down...
Heads up: Takaichi Press Conf
Just a quick heads up - PM Takaichi is scheduled to hold a press conference later today at 10:30PM Japan / 1:30PM GMT / 8:30AM US EST, following her reappointment as PM in parliament earlier today with her single-party supermajority (which...
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.
BOJ Rate Policy: No change, in line with expectat...
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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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