Nomura – The Week Ahead

Dec 06 2024 100 ep. 21 mins 45
Nomura – The Week Ahead Podcast artwork

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

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The Week Ahead – Central Banks Take Center Stage

Dec 06 2024 24 mins  
Starting next week we have monetary policy decisions from the European Central Bank, Swiss National Bank and the Reserve Bank of Australia. These along with a few key data releases set the tone for the week after which is promising to be a blockbuster week, when we have the Fed, Bank of Japan and Bank of England, plus a few central banks in Asia all on deck. We also have a special

The Week Ahead - Give Thanks For

Nov 29 2024 23 mins  
Trump’s tariff announcements have started to move markets. We discuss how to interpret the latest US political developments and provide a preview of this week’s all important labour market data. In Asia, the Reserve Bank of India is set to meet and may offer some dovish guidance. While in Europe, we preview the PMIs and Swiss inflation data. Chapters: US (02:18), Asia (10:08),

The Week Ahead - Back Towards Normal?

Nov 22 2024 14 mins  
Inflation and policy rates are returning towards normal in many countries. This week our focus turns back towards normal market drivers. We discuss core inflation in the US and the latest set of Fed meeting minutes. Across Europe, we have a number of central bank speakers, key inflation and growth readings to watch out for, as well as Tokyo inflation, China PMIs and central bank me

The Week Ahead - Global Aftershocks

Nov 15 2024 21 mins  
In last week’s podcast we focused on the US and China following Donald Trump’s win in the US presidential elections. This week we continue to discuss the implications of Trump 2.0 on other parts of the globe. Also on deck next week are US housing starts data, CPI prints in the UK and Japan, as well as Bank Indonesia likely again pausing amid external aftershocks from the US e

The Week Ahead – Trump 2.0

Nov 08 2024 19 mins  
Following Donald Trump’s win in the US presidential elections, we outline the new policy outlook and what we think it means for the global economy and markets. We also discuss the National People’s Congress in China, with the policy decisions there likely to shape investors’ perceptions of both the outlook in China but also the broader impact on risk sentiment and global grow

Week Ahead – Crunch Time

Nov 01 2024 18 mins  
It’s been a busy past week with European Q3 GDP data and an expansionary UK budget, which led to a rise in European and UK bond yields. We also saw China PMI data print a tiny bit better and a pretty solid Q3 GDP growth report in the US. Over the coming week, it’s crunch time in the US with the election finally upon us. We discuss how markets may react as the results start to r

The Week Ahead - Buckle Up

Oct 25 2024 19 mins  
This week we witnessed some pretty material moves in markets. There was a rate cut announcement from the Bank of Canada and the theme of growth exceptionalism in the US, combined with communication from various Fed officials, has led the market to continue to unwind some of its prior aggressive Fed rate cut expectations. As we look ahead to the coming week, things are going to rea

The Week Ahead - Flash PMIs, UK Public Sector Borrowing and Tokyo CPI

Oct 18 2024 13 mins  
In this episode, we discuss the upcoming US elections, and how US economic sentiment has been holding up in the second half of the year. In Europe, the focus next week will be on flash PMIs, especially after the ECB noted that they have seen downside surprises in indicators of economic activity. Could UK public sector borrowing numbers change the game for the UK budget? In Asia,

The Week Ahead - More or Less?

Oct 11 2024 16 mins  
Central banks remain very much in focus over the coming week, with policy meetings in Europe and across Asia. We’re expecting rate cuts from two of those and the theme of divergence, based on local dynamics, seems very much in play. Some central banks look set to deliver more easing than perhaps would have been expected only a month ago, but some a little less. Aside from the ce

The Week Ahead – The Rate Cut Cycle Is Heating Up

Oct 04 2024 14 mins  
What we have seen so far this week is markets buoyed by recent announcements regarding China policy stimulus but then troubled by developments in the middle east. Coming up, we expect rate cuts in India, Korea and New Zealand next week, and from the ECB soon after. We are recording this podcast ahead of US Payrolls data which has become an increasingly critical release for markets