Bank of Japan Rates Now On A Knife’s Edge

Bank of Japan Rates Now On A Knife’s Edge

Bank of Japan January 2025 rate hike commentary and analysis summary. * The Critical “BOJ 50bps Ceiling” * Bank of Japan Jan’25 Meeting Markets Breakdown * Governor Ueda’s Press Conference * 12:42 Background Context of BOJ Rate Hikes Under Gov Ueda * 17:05 Governor Ueda's “One More Notch” Needed * The BOJ “Rice Price” Rate Hike * “If The Outlook Is Realized, Bank of Japan Will Continue To Raise Rates” - What This Really Means Further Insights & Commentary on Jan’25 Bank of Japan: •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. https://westonnakamura.substack.com/p/bank-of-japan-jan25-rate-hike-video •It’s “Official” - Nikkei: BOJ Rate Hike to 0.5% Friday https://westonnakamura.substack.com/p/its-official-nikkei-boj-rate-hike?r=8c43a •Nikkei Leak: “BOJ Rate Hike Likely Next Week” https://westonnakamura.substack.com/p/nikkei-leak-boj-rate-hike-likely?r=8c43a —— Support Across The Spread directly by subscribing on Substack for full access to differentiated, markets-first commentary and analysis of key developments out of Japan, China and the Asia Pacific region of overlooked consequence and impact to green and red blinking tickers across global markets. Across The Spread Substack subscribers get access to earlier and full videos, written articles, notes and chats. https://westonnakamura.substack.com Follow Weston on X: @acrossthespread acrossthespread.com ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

China Blasts Stimulus As Japan Self-Destructs | Weston Nakamura & Michael Gayed

Streamed live on Sep 30, 2024 Michael Gayed interviews Weston Nakamura once again during live market hours in Asia, as Japan implodes upon the LDP leadership election results, as Shigeru Ishiba stuns markets in a victorious runoff round against Sanae Takaichi to become Japan’s next Prime Minister. Weston discusses why NKY and USDJPY are getting idiosyncratically hammered. Meanwhile, China unleashes multifaceted stimulus measures as the biggest market development out of Asia (if not globally) in the past week - Weston and Michael discuss if this is the real-deal, or just another movie replay. For more in depth detail, charts and more, read the corresponding article for this discussion on Across The Spread Substack below: “Did Japan Market Just Fire Another Warning Shot Upon LDP Elections?” 👇 https://bit.ly/3BsDyew [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbE1vZ2xvMEZpZUVwUTZyU1AwX1d4MC01eW5Od3xBQ3Jtc0ttblRldjV5bll1dzNhQ01qREthcFhDOXluQ0dUdWs2Q2FXY1d6VkpVV2FrOXFLUnpydHhFZy1GdmxLY0dBNVAxbkVjTnpEN1hCdGFxcHAzblNtRHZEWFJnTjRUSkhpSmgybmJhcWZ3QldFSzFHTFl6MA&q=https%3A%2F%2Fbit.ly%2F3BsDyew&v=uO6H95q2oAA] —— Support Across The Spread directly by subscribing on Substack for full access to differentiated, markets-first commentary and analysis of key developments out of Japan, China and the Asia Pacific region of overlooked consequence and impact to green and red blinking tickers across global markets. Across The Spread Substack subscribers get access to earlier and full videos, written articles, notes and chats. https://westonnakamura... Follow Weston on X: @acrossthespread acrossthespread.com ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Michael Gayed & Weston Nakamura LIVE During Black Monday Japan Trading Hours

Filmed live on Monday August 5, 2024 during the Japan AM trading session of Black Monday 2024, the day that Japan had blown up global markets. Michael A. Gayed of The Lead-Lag Report and Weston Nakamura from Across The Spread are live, just as the NKY225 and TOPIX Indices see a stunning -12% single-day drop, with global indices across Europe and the US following suit, all thanks to a massive (continuing) surge in JPY. Michael and Weston discuss the JPY carry trade unwind, the Japan equity market meltdown, and the broader global market spillover effects underway, as well as touching on concepts like NISA flows into US equities. They also dig in to the Bank of Japan's shock rate hike at the July 2024 policy meeting that had just occurred 2 days prior to Black Monday. Read from Across The Spread: Warning For US & Europe - Japan Is Seriously Crashing Right Now [https://bit.ly/3YwztiT] For further insights and commentary on JPY and its correlation vs NDX, including a deeper look into CTAs, systematic flow behavior and more, see the corresponding article on Across The Spread Substack USDJPY: 152 - The CrowdStrike of Global Markets [ https://bit.ly/3LKzqZ1] —— Follow Michael A. Gayed @leadlagreport leadlagreport.substack.com —— Support Across The Spread directly by subscribing on Substack for full access to differentiated, markets-first commentary and analysis of key developments out of Japan, China and the Asia Pacific region of overlooked consequence and impact to green and red blinking tickers across global markets. Across The Spread Substack subscribers get access to earlier and full videos, written articles, notes and chats. https://westonnakamura.substack.com [https://westonnakamura.substack.com] Follow Weston on X: @acrossthespread acrossthespread.com ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Yen Driven Global Markets Are Misreading Bank Of Japan

Originally aired August 8, 2024 on YouTube: Watch the episode with charts and full context at Across The Spread Official Youtube here [https://youtu.be/jpZrhiY1AlE?si=Dp2RIoWiZRiE7C9U]. Weston Nakamura once again calls for "top-tick" on NKY and NDX futures, using his newly identified trading range on USDJPY, and explains how markets are severely misreading the latest out of Bank of Japan policy intent, dispelling Bank of Japan Deputy Governor Uchida's "dovish remarks" as the explanation for the global equity rally and yen sell-off during the Japan trading day, and suggests a unique angle on accelerated expectations for Fed rate cuts due to the Japan market-originated global turmoil. For further insights on the JPY carry trade, USDJPY 152, warning of Black Monday 2024 and more, visit Across The Spread Substack: Calm During The Storm: Yen Driven Global Markets Are Misreading Bank Of Japan [https://westonnakamura.substack.com/p/calm-during-the-storm-update-on-trading?r=8c43a] Must Reads: Weston's urgent note sent to subscribers from Friday August 2nd warning global market participants (US, Europe) of markets crashing to come, which then occurred the following Black Monday 2024, where the NKY saw a -12% intraday plunge, and hammering global equity markets alongside. Warning For US & Europe - Japan Is Seriously Crashing Right Now [https://westonnakamura.substack.com/p/warning-for-us-and-europe-japan-is] Black Monday 2024 [https://westonnakamura.substack.com/p/black-monday-2024] USDJPY: 152 - The CrowdStrike of Global Markets [3LKzqZ1] --- Support Across The Spread on Substack by becoming a paid subscriber, and get access to the full suite of exclusive written and video content to stay on top of major market themes and globally impacting developments stemming from Asia, along with original market insights and commentary. Official Substack: https://westonnakamura.substack.com/ [https://westonnakamura.substack.com/] Official Website: acrossthespread.com [https://open.acast.com/acrossthespread.com] Official Youtube: https://www.youtube.com/@acrossthespreadYT [https://www.youtube.com/@acrossthespreadYT] Follow on X: https://x.com/acrossthespread [https://x.com/acrossthespread] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

The Most Important Price Level In Global Markets Right Now

Originally aired Jul 30, 2024 on YouTube: Watch the episode on video with charts to follow along at Across The Spread Official Youtube Channel here [https://youtu.be/fAZ97NiO0Eg?si=x44rMaZPn_KdIN9G], For further insights and commentary on JPY and its correlation vs NDX, including a deeper look into CTAs, systematic flow behavior and more, see the corresponding article on Across The Spread Substack - read here USDJPY: 152 - The CrowdStrike of Global Markets [ https://bit.ly/3LKzqZ1] As yen strength shakes up markets, USDJPY at 152 is the world’s most consequential green & red blinking ticker price level in the immediate term as it relates to major global markets across asset classes - from DM equities to EM currencies to gold and more, according to Weston Nakamura. The most impactful “market player,” or market force, is Japan Ministry of Finance and their shift in yentervention tactic - as well as the Bank of Japan this coming week. --- Support Across The Spread on Substack by becoming a paid subscriber, and get access to the full suite of exclusive written and video content to stay on top of major market themes and globally impacting developments stemming from Asia, along with original market insights and commentary. Official Substack: https://westonnakamura.substack.com/ [https://westonnakamura.substack.com/] Official Website: acrossthespread.com [https://open.acast.com/acrossthespread.com] Official Youtube: https://www.youtube.com/@acrossthespreadYT [https://www.youtube.com/@acrossthespreadYT] Follow on X: https://x.com/acrossthespread [https://x.com/acrossthespread] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.