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Across The Spread

Across The Spread

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October 2025

September 2025

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
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

July 2025

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
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June 2025

May 2025

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