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 | Twice weekly | Issues | 81 |
| Subscribers | Read | westonnakamura.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
What’s Behind 2025's Best Performing Major Currency: JPY
Markets pricing out "BOJ policy rate 50bps ceiling" perception on aggressive BOJ rhetoric. A look at near term JPY strength.
Trump Tariffs: What to Watch When Asia/Global Markets Open
Mex Peso & CAD vs USD are not the best market barometers - watch CAD/MXN cross, Japan TOPIX Autos Sector, and gold to potentially rip. Cross asset market price action observations.
Bank of Japan Jan’25 Rate Hike (Video)
BOJ policy rate at 0.5% is now on a knife’s edge - until the next hike, or next rate move being a cut, reinforcing the 0.5% cap.
It’s “Official” - Nikkei: BOJ Rate Hike to 0.5% Friday
Nikkei drops “breaking news” headline at 🇯🇵7PM today- market outcomes now depend on Gov Ueda’s press conference. What to know heading into Jan’25 Bank of Japan meeting.
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Authors
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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