Weston Nakamura's guest appearance on Endgame Podcast with  @peruvian_bull  discussing the Bank of Japan, Ministry of Finance and the latest round of yenterventions. Endgame Podcast: Welcome to the YenGame with Weston Nakamura(Filmed on Friday May 3rd 2024)2:10 Background of Bank of Japan's Radical Policy Experimentation 11:45 How Yield Curve Control Ultimately Failed19:30 Limitations To Further JGB Buying, And Unwinding22:57 The Carry Trade27:52 BOJ + RBA’s Dual YCC, AUD/JPY Carry Trade, and Risk Assets in 202032:10 Current State of JPY Carry Trade37:15 Japan’s Playbook: “Aggressively Waiting” & The Unknown45:25 “Too Big To Fail Countries” - Japan’s Moral Hazard50:45 Yentervention Week and Near-Term Markets56:30 A Failed Yentervention: Japan’s Biggest Immediate-Term Fear58:50 MOF Is the Most Informed Market Parcipant1:02:55 Japan Capital Controls?1:06:38 Asia Regional Impact: Chinese yuan & Korean won1:17:50 US Treasuries Follow Peruvial Bull:dollarendgame.substack.comtwitter.com/peruvian_bull"Japan At War With Markets (I) - Anatomy of Yentervention Week"Read full article on Across The Spread HERE ☛ https://bit.ly/44IUcksSupport Across The Spread on Substack for original market insights and commentary.Follow on X: twitter.com/acrossthespreadacrossthespread.com Hosted on Acast. See acast.com/privacy for more information.