Thanks to visit codestin.com
Credit goes to westonnakamura.substack.com

Across The Spread

Across The Spread

Home
Notes
Chat
Archive
About
PM Takaichi and the World’s Most Dangerous Front-End
Markets already moved on from BOJ rate policy - headlines didn’t. How politics, Takaichi fiscal policy, MOF short-term JGB issuance and JPY will shape…
 • Weston Nakamura
Quick Post LDP Election / Pre-Market Open Note
Asia early AM markets are opening with huge risk-on reaction to Takaichi’s win this weekend. FX, Equities, Bonds, Gold, BTC commentary and what comes…
 • Weston Nakamura
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…
 • Weston Nakamura
Most Popular
View all
Warning For US & Europe - Japan Is Seriously Crashing Right Now
 • Weston Nakamura
How Asia Is Guiding Trump Tariff Policy & Markets
 • Weston Nakamura
Major Overlooked Risk To Global Bond Markets: Japan Upper House Elections
 • Weston Nakamura
Heads up: Potential JPY Surge In Immediate
 • Weston Nakamura
Global DM Equities Face One Last Resistance: Nikkei 225 Record Highs (Part 1)
 • Weston Nakamura
JGB Vigilantes
 • Weston Nakamura
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…
 • Weston Nakamura
Global Markets Overview on BOJ Today
Commentary on: Fed - BOJ Policy Differential vs FX Markets, Why Long-end USTs, UK Gilts & French OATs In Political/Fiscal Turmoil Are Plunging (HINT…
 • Weston Nakamura
Japan Is Blowing Up Its Political System Pt. 1 - The Ishiba Ouster
World’s most dangerous market is now in the hands of the most dangerous people: elected officials embarking on never-before used measures to potentially…
 • Weston Nakamura
Weston on Hidden Forces Podcast Discussing Markets Post-Japan Election
Listen to Hidden Forces Episode 429: Why Japan’s Elections Could Blow Up Global Bond Markets | Weston Nakamura
 • Weston Nakamura
Major Overlooked Risk To Global Bond Markets: Japan Upper House Elections
Major potential market risk: July 20th Upper House elections, which are already pushing JGB and UST yields higher, but may trigger another massive surge…
 • Weston Nakamura
How Japan Screwed Up Dealing With Trump
Behind the predictable miscalculations and motivations of Prime Minister Ishiba that shoved Japan out of being “U.S. priority #1" in global trade…
 • Weston Nakamura
23:00
World's Most Dangerous Market: JGBs
Follow up article from video: Bank of Japan / Ministry of Finance Debt Monetization, Life Insurers, Asset Swaps, Foreigners' Curve Flatteners. Views on…
 • Weston Nakamura
Across The Spread
Across The Spread
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.
Recommendations
View all 13
The Alethea Narrative
The Alethea Narrative
Craig Shapiro
Capital Flows
Capital Flows
Capital Flows
SpearPoint Equity Alpha
SpearPoint Equity Alpha
Capital Flows
Marquee Finance by Sagar
Marquee Finance by Sagar
Sagar Singh Setia
Macro-to-Micro by Samantha LaDuc
Macro-to-Micro by Samantha LaDuc
Samantha LaDuc

Across The Spread

AboutArchiveRecommendationsSitemap
© 2026 Weston Nakamura · Privacy ∙ Terms ∙ Collection notice
Codestin Search App Start your SubstackGet the app
Substack is the home for great culture