July 2026Live view →
On the record
last 31 days · 10 positionsTheir calls
✓ 1✗ 0 1 settled in July 2026
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✓ Called it
US dollar / Japanese yen at or below 160.00 · USDJPY
“Nakamura expects the MOF's intervention to push USDJPY meaningfully back below 160.” — their words, paraphrased · said Jul 30 · settled Jul 31 the post ↗
It did: US dollar / Japanese yen 157.42 on Jul 31.
The chart
Read from their words, checked against market data, approved by a person. Misses show like hits.
USDJPY +0.5 · 2Bank of Japan -2.0 · 2JPY -2.0 · 2JPY shorts +1.0 · 1JGB -1.0 · 1Ministry of Finance of Japan -2.0 · 1JPY long positions -2.0 · 1
Latest positions
- WNWeston NakamuraStrongly against on Bank of Japan Nakamura criticizes the BOJ's decision to leave rates unchanged, calling it a pointless burning of money that destroyed the credibility of the yen intervention. “I've never seen such a short lived & pointless burning of money to this extent before” Open the post 🇯🇵 BOJ JULY 2026: RATES UNCHANGED Wow. So WTF… · 30 Jul
- WNWeston NakamuraStrongly against on Ministry of Finance of Japan Nakamura condemns the MOF's direct market intervention as a short-lived and pointless burning of money. “I've been watching BOJ & MOF doing various direct market meddling for many many years - I've never seen such a short lived & pointless burning of money” Open the post 🇯🇵 BOJ JULY 2026: RATES UNCHANGED Wow. So WTF… · 30 Jul
- WNWeston NakamuraStrongly dovish on Bank of Japan Nakamura argues the BOJ's non-hike destroyed its market authority and credibility, with Ueda unable to save the situation. “everyone knows he can't, which is why the pre-BOJ yentervention was necessary - that's 🇯🇵+🇺🇸 coordinated agreement that Ueda has no market authority” Open the post 🇯🇵 BOJ JULY 2026: RATES UNCHANGED Wow. So WTF… · 30 Jul
- WNWeston NakamuraStrongly bullish on USDJPY Nakamura expects USDJPY to keep rising above 160 as the credibility spread re-widens. “USDJPY back > 160 as the 🇺🇸Warsh & Bessent - 🇯🇵Ueda & Katayama credibility spread re-widens” Open the post 🇯🇵 BOJ JULY 2026: RATES UNCHANGED Wow. So WTF… · 30 Jul
- WNWeston NakamuraStrongly bearish on JPY Nakamura sees the yen undermined, with the intervention's credibility and efficacy destroyed and no BOJ follow-through to support it. “this not-shock-hiking just destroyed the yentervention + 🇺🇸rate check credibility & efficacy” Open the post 🇯🇵 BOJ JULY 2026: RATES UNCHANGED Wow. So WTF… · 30 Jul
- WNWeston NakamuraBearish on USDJPY Nakamura expects the MOF's intervention to push USDJPY meaningfully back below 160. Open the post 🇯🇵 JPY: Yentervention currently underway 🇯🇵… · 30 Jul
- WNWeston NakamuraBearish on JGB Nakamura expects JGB yields to rise, which is why the MOF would lean on GPIF to stabilize them. “If JGB yields↑, & "BOJ = independent" - then MOF turns to the market whale that isn't as independent to try & stabilize yields & JPY” Open the post On 🇯🇵GPIF $1.8 trillion AUM portfolio to rebal… · 28 Jul
- WNWeston NakamuraStrongly bearish on JPY long positions Speculative JPY longs are yentervention bets that must eventually be sold to close, making them a JPY-weakening force. “these speculative JPY longs can be/are JPY weakening forces more than JPY shorts” Open the post On the “(near) record speculative short JPY posi… · 2 Jul
- WNWeston NakamuraStrongly bearish on JPY JPY's multiyear decline is structural and fundamental, not speculative, so the downtrend continues. “JPY’s multiyear↓ isn’t speculative- it’s structural/fundamental & on many fronts” Open the post On the “(near) record speculative short JPY posi… · 2 Jul
- WNWeston NakamuraBullish on JPY shorts Outright and net JPY short positioning is sizable and has been directionally correct, so it is not the speculative side of the bet. “Yes JPY outright shorts & net short positioning is sizable vs history- & for good reason, & have been directionally correct” Open the post On the “(near) record speculative short JPY posi… · 2 Jul
Their output
13 in July 2026Tue 30Thu 30 · 4Sat 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- JPY 6 items
- Bank of Japan 6 items
- USDJPY 4 items
- Yentervention 4 items
- Scott Bessent 4 items
- Ministry of Finance of Japan 3 items
- Kazuo Ueda 3 items
- Kevin Warsh 3 items
See what your own voices say about Weston Nakamura, every morning.
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