Market Depth

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How Asia Markets Are Reacting To Nvidia’s Blowout Earnings

Nvidia surprised the street with another major beat to guidance estimates for its Q2 earnings release - arguably the most widely watched corporate earnings report globally in 2023, with the stock +9% higher in after-hours trading. However, in the following Asia trading session - ... Show more

. 40min 6sec

China Drags Global Markets Down As Half-Measure Policies Prove To Be Ineffective

China has had a very rough 2023, in markets and in the real economy. But, last week was a particularly brutal week for China’s markets, as the Hang Seng Index closed the week in bear market territory, and the yuan edged ever closer to its treacherous 15-year lows - all of which h ... Show more

. 1h 6min

Asia Pulls Down Global Equities, As The Dollar Weighs On Asia

As followers of Market Depth Podcast know- this year's NASDAQ upside rally was largely driven by Japan and the Nikkei225. Now, Weston Nakamura explains how the current market sell-off is being driven by China, and the plunging yuan. Weston also discusses his views on the Japanese ... Show more

. 38min 56sec

Japanese Investors Rush Back Into Global Bond Markets

Ahead of the US July CPI data and the 30-year Treasury auction, Weston Nakamura follows up from the previous episode of Market Depth with an update on bond market activity from Japanese investors, who have been driving the week's drop in global sovereign bond yields via the JGB a ... Show more

. 15min 27sec

What Triggered Fitch's Downgrade Of U.S Debt?

With still no further clarity on Bank of Japan’s new policy framework of Yield Curve Control, and currency and cash bond markets out of sync, Weston Nakamura examines market price action and activity on US and Japan rates through the lens of futures markets, in order to determine ... Show more

. 49min 9sec