Nakajima Quant Desk - English

Nakajima Quant Desk
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AI-powered macro economic analysis covering central bank policies, economic indicators, and corporate earnings. Featuring regime analysis of Fed, BOJ, ECB and more, delivered at the speed of data releases. Also on YouTube, X, and our blog at ai-market-station.jp

  1. Jul 5

    US Jobs Miss, BOJ QT Surge & Tankan Upside Surprise | Jul 5, 2026 / NFC Market Live / Weekly Macro Digest

    Weekly macro digest covering Jun 28–Jul 5, 2026. Key highlights: US nonfarm payrolls +57K miss, BOJ monetary base -13.7% QT acceleration, Japan Tankan business sentiment surprise vs. profit plan collapse, Eurozone HICP flash 2.8%, UK mortgage approvals at 2.5-year low, Canada GDP +0.5% rebound. Full analysis with next week's event calendar. ▶️ Full video on YouTube: https://youtu.be/bfZ_XGjmf7M

  2. Jul 4

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    Nakajima Quant Desk - English

  3. Jul 4

    US Payrolls +57K, BOJ QT Accelerates, Euro CPI Drops | Jul 4, 2026 / NFC Market Live / Weekly Macro Digest

    This week's global macro digest covers: US June payrolls +57K (well below trend), BOJ monetary base -13.7% YoY as QT accelerates, Eurozone HICP flash drops to 2.8%, Japan Tankan beats on sentiment but profit plans collapse. Plus next week's key events calendar for investors. ▶️ Full video on YouTube: https://youtu.be/rea0mDxmTb4

  4. Jul 3

    Labor softening vs energy-driven inflation risk | Jul 2, 2026 / DOL, EIA, FRB / Weekly US Macro Report

    A deep dive into this week's three key US macro releases: DOL jobless claims (data unavailable due to technical error), EIA weekly petroleum status, and the Fed's H.4.1 balance sheet. We use BLS employment regime anomalies as a proxy for labor market signals, examine energy-driven inflation risk (CPI gasoline +28.4% YoY), and assess Fed liquidity conditions including reserve balances, RRP, and TGA drawdown. A must-watch for investors tracking labor, energy, and monetary liquidity crosscurrents. ▶️ Full video on YouTube: https://youtu.be/1zgs5Hj-9Jo

  5. Jul 2

    Core Capex Holds Firm Despite Transport Drag | Jul 2, 2026 / US Census Bureau / Durable Goods May Full Report

    The US Census Bureau released the May 2026 full manufacturing report on July 2. While durable goods orders fell 4.5% MoM on the headline, the drop was almost entirely driven by a 51.8% plunge in nondefense aircraft orders. Core capital goods orders (ex-aircraft, ex-defense) rose 1.4%, signaling resilient business investment. We break down shipments, unfilled orders, and inventory trends to give you the full picture. ▶️ Full video on YouTube: https://youtu.be/k5o1HgezU7w

  6. Jul 2

    US Jobs June 2026: +57K Headline — Full Breakdown of Strength & Weakness | Jul 2, 2026 / BLS / Employment Situation

    Deep dive into the June 2026 US Employment Situation report from BLS. Nonfarm payrolls came in at +57K — a sharp deceleration from May's +129K (revised down). But strip out leisure & hospitality's seasonal drag (-61K) and the underlying picture looks more resilient: professional services +36K, health/social assistance +47K, construction +11K. Unemployment ticked down to 4.2%. Wages +3.5% YoY. We also unpack the -74K combined downward revision to April and May. What does this mean for the Fed? Full analysis inside. ▶️ Full video on YouTube: https://youtu.be/21lb9jhdBaM

  7. Jul 2

    BOJ's Quiet Tightening Accelerates | Jul 2, 2026 / Bank of Japan / Monetary Base (June 2026)

    Deep dive into the Bank of Japan's Monetary Base data for June 2026, released July 2. The headline YoY change accelerated to -13.7% from -12.2% in May. BOJ current account balances contracted -16.4% YoY — the steepest decline in this tightening cycle. We analyze what this means for JGB yields, the yen, and the pace of BOJ balance sheet normalization. ▶️ Full video on YouTube: https://youtu.be/9YhsW1liHMo

  8. Jul 2

    Foreign Investors Sell Both Japan Stocks & Bonds Simultaneously | Jun 21-27, 2026 / MOF / Weekly Securities Flow

    Deep dive into Japan's Ministry of Finance weekly securities flow data (Jun 21-27, 2026). Foreign investors sold ¥1.82T in Japanese equities and ¥494B in long-term bonds simultaneously — a rare dual-asset selloff. We analyze the structural drivers behind this move amid USD/JPY at 161.67, and what it means for Japanese markets going forward. ▶️ Full video on YouTube: https://youtu.be/y9YVQA3Cq0Q

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AI-powered macro economic analysis covering central bank policies, economic indicators, and corporate earnings. Featuring regime analysis of Fed, BOJ, ECB and more, delivered at the speed of data releases. Also on YouTube, X, and our blog at ai-market-station.jp

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  • Creator
    Nakajima Quant Desk
  • Years Active
    2026
  • Episodes
    22
  • Rating
    Clean
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    © 2026 Nakajima Quant Desk - English
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    Nakajima Quant Desk - English