The Week Ahead – BOK and BI Meetings, Japan, UK, Canada and New Zealand CPI, US Retail Sales and China GDP
Release Date: 10/13/2023
Nomura – The Week Ahead
Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Jeremy Schwartz, Senior US Economist and Euben Paracuelles, Chief ASEAN Economist as they review the key market drivers over the week ahead. Cooler US data are causing markets to run hot, but can the trend continue next week? Chapters: U.S. (01:35), Europe (06:07), Asia (10:23)
info_outline US CPI: Fourth Time Unlucky?Nomura – The Week Ahead
George Moran, Host and European Economist, David Seif, Chief Development Markets Economist and George Buckley, Chief UK & Euro Area Economist discuss the key themes driving global markets over the coming week. US CPI is poised to slow but still providing little relief to the Fed, and the UK labour market report a key test for a Bank of England rate cut. Chapters: U.S. (01:17), Europe (05:18), Asia (08:24)
info_outline The Fed Pushes BackNomura – The Week Ahead
Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Kohei Okazaki, Senior Japan Economist and Hannah Liu, China Economist as they review review FOMC communication, Yen volatility and look to key market drivers over the week ahead. Chapters: Europe (02:59), U.S. (07:16), Japan (08:47), China (11:43), Asia (14:42)
info_outline Who is Exceptional?Nomura – The Week Ahead
Hear from Andrew Ticehurst, Host and Australia Economist, Andrzej Szczepaniak, Senior European Economist, Jeremy Schwartz, U.S. Economist and Hannah Liu, China Economist as they discuss this week’s central bank and data surprises, and share their take on key economic reports and events over the coming week. Chapters: U.S. (02:34), Europe (08:47), Asia (12:50)
info_outline How Long Can U.S. Strength Persist?Nomura – The Week Ahead
The U.S. economic machine rolls on and the BoE and ECB are now likely to cut a slower pace. Hear from George Moran, Host and European Economist, Jeremy Schwartz, U.S. Economist, and Kohei Okazaki, Senior Japan Economist, as they discuss their take on key U.S., Europe and Asia data out next week. Chapters: (U.S. 03:20), (Euro Area 06:12), (Asia 11:51)
info_outline High for Longer?Nomura – The Week Ahead
Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Ruchir Sharma, US Economist and Hannah Liu, China Economist as they discuss this week’s US CPI surprise and market reaction, and share their take on key US, Europe and Asia data out next week. Chapters: (US 02:19), (Euro Area 06:21), (Asia 10:18)
info_outline The Week Ahead – US CPI, ECB Meeting and FOMC MinutesNomura – The Week Ahead
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:15), we have CPI, the FOMC minutes and PPI. In Europe (07:00), it’s the euro area Sentix, ECB policy meeting and UK GDP. Then it’s the latest from Asia (11:15) with China and India CPI, RBNZ meeting as well as global markets all to discuss.
info_outline The Week Ahead – US ISM, Payrolls and Fed Commentary, Euro Inflation, RBI Meeting, and BOJ Tankan SurveyNomura – The Week Ahead
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (03:05), we have ISM, payroll reports and communication from key Fed officials. In Europe (06:35), we have PMI, inflation and uemployment data. Then it’s the latest from Asia (9:30), with a central bank meeting in India, the Bank of Japan Tankan survey, and PMI and inflation releases across the region.
info_outline The Week Ahead – US Consumer Confidence, French, Italian and Spanish Flash Inflation, Tokyo and Australia CPINomura – The Week Ahead
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:10), we have the PCE deflator, consumer confidence and durable goods orders. In Europe (07:06), it’s the euro area consumer confidence, money supply and French, Italian and Spanish flash inflation. Then it’s the latest from Asia (11:25), with Tokyo and Australian CPI, as well as global markets all to discuss.
info_outline The Week Ahead – Federal Reserve, Bank of England and Bank of Japan Meetings, European ZEW Surveys, China Activity DataNomura – The Week Ahead
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:55), we have the Federal Reserve meeting and press conference with Fed Chair Powell. In the UK (11:36), we have the Bank of England meeting and CPI data, and in Europe, the latest ZEW surveys and several ECB speakers. Then it’s the latest from Asia (14:57), with a key policy meeting at the Bank of Japan (08:08), more central bank meetings in Indonesia, Taiwan and Australia, and monthly activity data for China.
info_outlineIn this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:37), we have retail sales, IP, regional fed manufacturing surveys, and housing starts as well as Powell speaking and Canadian CPI. In Europe (07:51), it’s UK CPI, labour markets and retail sales along with German ZEW. Then it’s the latest from Asia (14:38), with the BOK and BI meetings, Japan and New Zealand CPI, China GDP and RBA minutes, as well as macro notes of the week all to discuss (04:55).