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Weston Nakamura
Founder, Across The Spread. 🌏markets analysis via 🇯🇵/Asia lens. Former derivatives trader @ Goldman & Jefferies + original content @ RealVision & Blockworks
This might sound a bit weird but 🇯🇵🤡Ishiba’s relentless refusal to step down as PM via his almost heroic level of dedication to very openly not giving A FUCK what 🇯🇵 wants / elects / demands etc - this sheer resolve is also helping prevent long-dated JGBs from cratering (though completely unintentional of course)
Personal view: 🇯🇵🤡PM Ishiba ain’t going nowhere anytime soon immediate ~ near term & maybe longer
That said - just be ready if he suddenly does find a sliver of shame, honor, legacy etc within - as it would trigger a violent repricing of JGB/global yields
25.7. klo 02.38
Background summary explaining why 🇯🇵JGBs are the world’s most dangerous market 👇
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Weston Nakamura kirjasi uudelleen
What’s going on with Japan's Prime Minister Ishiba? Is he resigning or not?
To clear up some confusion, here’s what we know: multiple legit Japanese media outlets across the political spectrum have reported he will quit, this month or next, after Sunday's disastrous election 1/
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Thanks for your 🇯🇵 visit this past election weekend that “didn’t have any trade negotiation activity etc”
Can you please finish your regime change mission & kick “Prime Minister” Ishiba out though?
Thank you sir.
-annoyed rooter/advocate for both 🇺🇸 & 🇯🇵
23.7. klo 08.31
Thanks to @POTUS’s leadership, the United States has negotiated a historic agreement with Japan, one of our great allies.
Prime Minister @shigeruishiba and Minister @ryosei_akazawa worked hard with our trade team to secure this mutually beneficial partnership, for which we commend them.
I am happy to reaffirm our commitment to deepening this longstanding alliance and building the next chapter of U.S.-Japan cooperation as we enter a new Golden Age under President Trump.
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Lot of people (well maybe not a “lot…”) put out 🇯🇵commentary - much of which is nonsense
What makes the difference for the good ~ great are those who really try to dig in & seek out 🇯🇵nuances
But @peruvian_bull actually came to 🇯🇵boots on ground
Was honored to be part of this
Thanks Bull-san!
12.7. klo 06.51
Will the Yen's Collapse Speed Up The Endgame?
featuring @acrossthespread, @kinetic_finance and myself!
special thanks to @Blockstream for sponsoring!
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“Donald Trump Sends Trade Letter to Japan
Trump Announces Plan To Impose 25% Tariff On Japan”
Let’s see just how human-hands-off correlated these systematically driven markets remain upon the headline drop
7.7. klo 22.56
Yen getting cooked as crude is up on the day and bear steepening is happening in the US curve
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2.7. klo 18.05
Highlighting this excellent article by @acrossthespread.
President Trump claims a huge share of the headlines & analysis. Weston's piece is the best I've seen analyzing the incentives and actions of another country (Japan) in dealing with US trade negotiators.
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