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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)
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Powell Probably Won’t Excite, But Bailey Might
Nomura – The Week Ahead
Hear from George Moran, Host & European Economist, David Seif, Chief Economist for Developed Markets, Andrzej Szczepaniak, Senior European Economist, and Yusuke Miyairi, FX Strategist, as they review the key market drivers over the week ahead. It's one of the busiest weeks on the podcast with the FOMC, BoE, BOJ, nonfarm payroll and top-tier data out of the Euro area. Chapters: US (02:20), Europe (07:53), Asia (12:00)
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A Staggered Start
Nomura – The Week Ahead
Hear from Andrew Ticehurst, Host and Australia Economist, Jeremy Schwartz, Senior US Economist, Andrzej Szczepaniak, Senior European Economist, and Jeong Woo Park, Asia Economist, as they review the key market drivers over the week ahead. The easing cycle has commenced, but central banks are running their own race. Chapters: US (01:13), Europe (06:14), Asia (09:08)
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Crunch time in Europe
Nomura – The Week Ahead
Hear from George Moran, Host & European Economist, George Buckley, Chief UK & Euro Area Economist, and Hannah Liu, China Economist, as they discuss the key drivers for global markets next week. Europe will be in focus this week with crucial UK data and ECB rate decision due. China is also likely to face continued economic pressure. Chapters: US (01:30), Europe (04:14), Asia (9:10)
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Let’s Get Political
Nomura – The Week Ahead
Hear from George Moran, Host & European Economist, David Seif, Chief Economist for Developed Markets, and George Buckley, Chief UK & Euro Area Economist, as they discuss the key drivers for global markets next week. Political events are moving fast in the UK, France and the US, but markets will probably move the most, as they typically do, on US CPI. Chapters: US (01:12), Europe (06:54), Asia (13:12)
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Election Time
Nomura – The Week Ahead
Hear from Andrew Ticehurst, Host and Australia Economist, Ruchir Sharma, US Economist, and Andrzej Szczepaniak, Senior European Economist as they discuss the key drivers for global markets next week. The focus turns to elections over the coming week, but inflation still matters. Chapters: U.S. (01:15), Europe (05:34), Asia (10:41)
info_outlineHear from Andrew Ticehurst, Host and Australia Economist, Kohei Okazaki, Senior Japan Economist, Andrzej Szczepaniak, Senior European Economist and Hannah Liu, China Economist, as they review the key market drivers over the week ahead. Markets to seek confirmation that US inflation is moderating, with multiple Fed rate cuts now priced.