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Across The Spread

Weston Nakamura

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
PricingFreemiumPublishesWeekly
Issues102SubscribersRead westonnakamura.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Quick Post LDP Election / Pre-Market Open Note

This is just a very quick cross-asset flagging + series of my Notes and commentary from this weekend’s developments around Sanae Takaichi winning the LDP leadership race.

2 months ago
23
1

Sanae Takaichi & Japan LDP Elections: Global Market Guide To October 4th

As global indices hit new record highs led by NKY & TOPIX, there is one name you need to know: LDP's Sanae Takaichi - a current frontrunner to become Japan's next PM with outlier economic policies.

2 months ago
23
11
Paid

BOJ To Unwind ¥37 Trillion In ETF Holdings Over 100+ Years

Bank of Japan surprises markets with their plan to unwind their massive ETF portfolio. Consensus: Hawkish BOJ & Bearish Equities. I strongly disagree on both.

2 months ago
21
0
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Global Markets Overview on BOJ Today

Some quick market commentary that I’ve pulled out of the follow up Japan Blows Up Its Political System Part 2: Post-Ishiba Markets to be published soon - which is a very deep and wide overview and market scenario guide of navigating markets...

2 months ago
16
4

Authors

The writers behind this newsletter.

  • Weston Nakamura

    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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