Podcast

Nakajima Quant Desk - English

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…

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Latest episodes

  1. Headline inflation accelerates while core stays anchored | Jul 31, 2026 / Eurostat / HICP Flash Estimate31 Jul 2026
  2. BOJ Holds Steady But Tone Turns Hawkish | Jul 31, 2026 / Bank of Japan / Governor Press Conference31 Jul 2026
  3. Corporate Money Growth Nearly Halves as Financial Sector Diverges | Jul 31, 2026 / Statistics Norway (SSB) / Monetary Aggregates (M3)31 Jul 2026
  4. Why the BOJ's CPI Downgrade Isn't a Dovish Pivot | Jul 31, 2026 / Bank of Japan / Outlook Report31 Jul 2026
  5. Broad Money accelerates to +7.98% YoY, a 3-year high | Jun 2026 / RBA / Table D3 Monetary Aggregates31 Jul 2026
  6. All Gauges Accelerate as Core-Core Hits 2% | Jul 31, 2026 / MIC Japan / Tokyo CPI Report31 Jul 2026
  7. Jobless rate flat at 2.5% while employment growth sharply decelerates | Jul 31, 2026 / Statistics Bureau of Japan / Labor Force Survey (June)31 Jul 2026
  8. Hidden Revisions Meet Supply Discipline | Aug 3, 2026 / METI / Japan Industrial Production (Final)31 Jul 2026
  9. AWS Hits 37% Growth While FCF Turns Negative | Jul 30, 2026 / Amazon.com, Inc. / Q2 2026 Earnings Release30 Jul 2026
  10. Record June quarter revenue and EPS, but tariff refunds inflate the beat | Jul 30, 2026 / Apple Inc. / FY2026 Q3 Earnings Release30 Jul 2026