"Dollar-Yentervention" Not Quite Yet
Everything you need to know about this U.S. - Japan "Joint Coordination" in market intervention to strengthen JPY.
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.
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Latest posts
Forget Iran - Japan & Korea Are Crashing Global Equities
A look at equities and crude oil market behavior through Asia since Iran blew up.
Heads up: Takaichi Press Conf
Potential Trump Trade Deal & FX implications. 10:30PM Japan / 1:30PM GMT / 8:30AM US EST
Post-Takaichi Election Quick Market Commentary
Market behavior and price action on JPY, JGBs and global equity indices in the immediate-term following Takaichi's blowout election results.
Japan Snap Election: The Takaichi Mandate (Part 1)
Polls just closed for the most consequential Japan election to global markets in decades. The political and markets backdrop for a potential landslide LDP Takaichi win.
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.
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 market history in 2026.
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 next/now.
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.
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.