Weston Nakamura

The US equity market's performance, particularly in outperforming tech stocks, is not what it seems. Weston Nakamura lays out his analysis and observations on how the Nasdaq 100 Index is being driven by Japan's Nikkei 225 index. Additionally, Weston explains how the ongoing issue of weak market breadth and narrow participation is also a byproduct of the immense foreign equity inflows into Japanese stocks.This is a differentiated explanation from an angle of global flows into and out of US, Japan and European equity markets - and what to expect next.--Follow Market Depth On Spotify: https://spoti.fi/3mVTs9UFollow Market Depth On Apple Podcasts: https://apple.co/40dA2vmFollow Weston: https://twitter.com/acrossthespreadFollow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Disclaimer: Nothing discussed on Market Depth should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Developed markets globally saw a dramatic rise in sovereign bond yields that spanned this whole week - notably at the long end of US Treasuries. Some attribute the move to Fitch Ratings downgrade of US debt, while others point to the government's announcement to boost its bond issuance in the coming months.Following up from the previous episode of Market Depth, Weston Nakamura shows how this week's global bond rout not only stems directly from the Japanese Government Bond market and the Bank of Japan's recent surprise policy change to the way in which it conducts Yield Curve Control policy, but also how previous major episodes of extreme global bond market volatility had been triggered by an illiquid, malfunctioning JGB market, and Bank of Japan meetings as market moving catalysts.In light of these recent developments in policy experimentation and purposeful obfuscation by the central bank, Weston also provides an explainer on a "trading-day-in-the-life" of a Bank of Japan bond buying operation for a critical dose of clarity as we move forward with Bank of Japan's experimental processes.--Follow Market Depth On Spotify: https://spoti.fi/3mVTs9UFollow Market Depth On Apple Podcasts: https://apple.co/40dA2vmFollow Weston: https://twitter.com/acrossthespreadFollow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Disclaimer: Nothing discussed on Market Depth should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Michael Gayed, a savvy Portfolio Manager and publisher of The Lead-Lag Report, teams up with Weston Nakamura, the founder of Across the Spread Research, to dissect the market's reaction to rising tensions in the Middle East. They delve into how a spike in oil prices could unsettle Japan's fragile government bond market. Discussions include Japan’s economic strategies, potential safe-haven investments amidst volatility, and the dynamics between stocks and bonds during crises. Their insights promise to put a new spin on your market outlook!

Japanese monetary and fiscal policy expert Weston Nakamura discusses the Bank of Japan's success in fighting against USD strength, challenges of normalizing monetary policy, analyzing trends and manipulating statistics, exploring political uncertainties and defense expenditures, the impact of forceful push on US yields and the European equation of debt, and analysis of the UK financial sector and labor market conditions.

Join Weston Nakamura, a seasoned finance professional, as he discusses the dynamics of central bank policies, Japan's yield curve control, and the influence of Asian markets on the global financial framework. Delve into the history of Japan's economy, the birth and impact of the carry trade, and the potential global market implications of a rising yen against speculative short positions. Explore Japan's current debt crisis, the Bank of Japan's ETF holdings, wealth inequality, and the potential influence on the Japanese equity market.