Markets pricing out "BOJ policy rate 50bps ceiling" perception on aggressive BOJ rhetoric. A look at near term JPY strength.| westonnakamura.substack.com
If Japanese capital is buffering EU political risk, then the risk shifts from Europe to Japan. How to really read the French government collapse in markets this week.| westonnakamura.substack.com
The case for why the sharpest intraday drop on USDJPY since Oct’22 underway is yentervention - as well as why it is NOT, and why the distinction matters greatly for broad macro markets.| westonnakamura.substack.com