Don’t Misread The Bank of Japan

Following the initial launch of the Market Depth podcast and a few episodes in, Weston Nakamura unveils his new “trading jacket,” and explains the concept of how the making of each episode of Market Depth is approached. Weston then discusses Japan’s February CPI reading, which came down sharply for the first decline in 5 months - and the impact of the governments energy subsidies on inflation.

Finally, Weston examines bond flow data to follow up on his previous episodes explaining the record volatility in rates, as well as price action drivers of the yen.
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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.

[stephencuskley]

Thanks for the great analysis.

BTW, you look spiffy!

[ftc]

I gotta tell ya. You are doing an INCREDIBLE service to us, who MUST follow JPY for whatever reason. Without your report, we gotta no clue about WTF's happening in Japan.

[BlueWaterSTAX]

Awesome show Weston. Your the best Asian analyst on the planet. Good job Blockworks 😎👍

[pinkpwns]

I like getting filled in about what's moving markets - and thanks for sharing about how the effects of players in Japan influence other parts of the globe. HIgh level!

[hrvojehorvatic]

Good stuff... Definitely a unique perspective...

[jonathanlee]

👍Thanks: it is useful to get the actual Japanese specifics, out on the ground there -- rather than pat Western hearsay, originating from afar of source👍

[c.p.haslop]

Appreciate your content and sense of humor. Keep up the good work bruh!

[grooves.x]

No one even brought up Japan buying foreign bonds because March is rebalancing month. I can imagine considerable flows stemming just from that! thanks Weston! Looking forward to some weird and interesting but money losing trades - with your usual “losing money” warning of course😅

[Magnelibra]

Love this well done and love the trading jacket miss those dayz!

[chooyancheng]

Thank you Westin. Lots of talking heads but you are one of the few gems

[AC-MAIN]

Very useful vid. Suggestion - keep it simple, and define terms more for the newbs (like me). Cheers.

[chooyancheng]

Would you think the movements in gold also are an algorithmic reaction to bond yields rather than a flight to safety?

[micbrett]

I'll watch you just for the jacket Weston 🔥

[kkiller]

Good stuff. The perspective you provide is definitely alleviating a blindspot in western media mindspace.

[ulamss]

Had a quick look at historical data, usdjpy doesn't seem to bias down in march and up in April, wrt to your japan end of financial year accounting rebalancing thesis.

[Rich_]

Haha I love the explanation of your outfit 😂

[jwat]

I am not shure that Shure mic is big enough.... 🙂

[marie-louiseleroux]

If you're readig this, I pray that God bless your health, financial wealth, and success. Stop procrastinating and don't give up! Your work will soon pay off.

[susannicky]

Inflation is far more harmful to individuals than a collapsing stock or property market because it directly affects people's cost of living, which they immediately feel. It is not surprising that the current market sentiment is extremely pessimistic. In today's economy, assistance is critical if we are to survive.

[muddashir]

Hey Weston one episode on bitcoin please