The Week Ahead - More or Less?
Nomura – The Week Ahead
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 central banks, we’ll need to watch out for fiscal policy news from China, as well as ongoing developments in the Middle East. Chapters: US (02:13), Europe (06:17), Asia (09:26), China (12:56)
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The Week Ahead – The Rate Cut Cycle Is Heating Up
Nomura – The Week Ahead
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. Chapters: US (02:17), Europe (07:54), Asia (10:54)
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The Week Ahead: US NFP, Euro Area Inflation and China PMIs
Nomura – The Week Ahead
As we celebrate our 200th episode, we have a big week coming up in the US with the labour market report. In Europe, the most important data next week is euro area flash inflation, and we discuss whether inflation data may edge the ECB closer to an October rate cut. In Asia, the focus is on China's PMIs and Japanese industrial production. Chapters: US (01:20), Europe (05:55), Asia (10:27)
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Flash PMIs, SNB, Riksbank and RBA Rate Decisions
Nomura – The Week Ahead
It’s been a busy week in the US, the Fed surprised many Economists by kicking off its cutting cycle with a 50bp cut. Is it a speedy descent for US rates from here? Also coming up this week, Europe is at the center of the action with several important data releases - we have flash PMIs, Spanish and French inflation and central bank meetings in Sweden and Switzerland. Then, it’s the latest from Asia with Australia’s RBA decision, Tokyo CPI and BOJ minutes. Chapters: US (01:16), Europe (04:30), Asia (08:53)
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Enter the Fed
Nomura – The Week Ahead
Coming up this week, in the US we expect the Fed to commence its easing campaign, with a 25bp move. Across Europe, the focus will be on the Bank of England policy meeting. Then it’s the latest from Asia, with central bank meetings in Japan, Indonesia and Taiwan. Chapters: US (01:15), Europe (05:18), Asia (07:54)
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Post Payrolls
Nomura – The Week Ahead
It’s been another interesting week in global markets with equities and commodity prices having another serious wobble, and bond yields declining, surprising many. This week we consider the latest US election polling numbers and what a Trump presidency might mean for economies and markets. We also look towards the coming ECB meeting, which should be a key highlight of the week ahead, along with China data. We are recording this ahead of critical US Payrolls data, which could well determine whether the Fed delivers a 25 or 50bp rate cut later this month. Chapters: US (01:47), Europe...
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US Core PCE Deflator, Euro Area Inflation and Tokyo CPI
Nomura – The Week Ahead
Hear from George Moran, Host & European Economist, Andrzej Szczepaniak, Senior European Economist and Ruchir Sharma, US Economist, as they review the key market drivers over the week ahead. Euro area and US inflation data should tee up central banks for more cutting in September. Chapters: US (02:40), Europe (06:36), Asia (11:29)
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Some Do, Some Don’t, Some Will, Some Won’t
Nomura – The Week Ahead
Hear from Andrew Ticehurst, Host & Australia Economist, George Buckley, Chief UK & Euro Area Economist, David Seif, Chief Economist for Developed Markets, and Charnon Boonnuch, Asia Economist, as they review the key market drivers over the week ahead. New Zealand and the Philippines join the rate cut pack, while the Fed remains on track to deliver a first 25bp rate cut in September. Chapters: US (02:22), Europe (08:45), Asia (11:49)
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US CPI, UK GDP and CPI and Norges Bank Meeting
Nomura – The Week Ahead
Hear from George Moran, Host & European Economist, Jeremy Schwartz, Senior US Economist, and Dominic Bunning, Head of G10 FX Strategy, as they review the key market drivers over the week ahead. Market uncertainty is rife. Key data from the US and UK may set the record straight. Chapters: Week Ahead Key Themes with Dominic Bunning (01:12), US (05:11), Europe (09:38), Asia (13:41)
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Divergence
Nomura – The Week Ahead
Hear from Andrew Ticehurst, Host and Australia Economist, David Seif, Chief Economist for Developed Markets, and George Buckley, Chief UK & Euro Area Economist, as they review the key market drivers over the week ahead. The central bank divide widens, with a second rate hike in Japan, and a first cut in the UK. Chapters: US (02:29), Europe (11:12), Asia (14:57)
info_outlineHear from Andrew Ticehurst, Host and Australia Economist, Jeremy Schwartz, Senior U.S. Economist, Andrzej Szczepaniak, Senior European Economist and Kohei Okazaki, Senior Japan Economist as they discuss the key themes driving global markets over the coming week. After rate cuts in Canada and Europe, focus turns to the Fed and the Bank of Japan.
Chapters: U.S. (01:28), Europe (05:29), Asia (10:29)