The FED has Lost Control of Global Bond Markets to BOJ with Weston Nakamura

WTFinance

Interview recorded - 10th of November, 2023
On this episode of the WTFinance podcast I have the pleasure of welcoming back Weston Nakamura - Founder & Host of @acrossthespreadYT .
During our conversation we spoke about
0:00 - Introduction
2:21 - What is Weston currently seeing in global bond markets?
12:46 - Are the BoJ unwinding yield control?
21:31 - Will Japanese bonds follow a similar trend to the US?
25:36 - Why is there a correlation between BoJ & other bonds?
29:56 - Why is the Yen remaining weak with increasing yields?
38:21 - Wil global yields/JGB yields rising?
44:41 - Yield control and yen protection can’t both go forever
47:46 - One message to takeaway from our conversation?
Weston is the founder of Across The Spread, a platform providing investors and market participants across the world with daily commentary and analysis on Asia markets and Asia-originated macro developments of consequence and impact to broader global markets. Prior to founding Across the Spread, Weston entered the world of financial media content creation as Global Markets Editor at Real Vision. As a former listed derivatives trader at Goldman Sachs and hedge fund sales at Jefferies Japan, Weston takes a global approach across asset classes including equities, rates, currencies, commodities and crypto through the lens of market price action, cross-asset relationships, investor flow behavior, and central banks and government policy activity.
Weston Nakamura -
Website - https://acrossthespread.com/
X - https://twitter.com/acrossthespread
YouTube - @acrossthespreadYT
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas