The Week Ahead - Iran, Oil, and the Central Bank Response
Nomura – The Week Ahead
This week, we preview central bank policy responses amid the elevated uncertainity in the Middle East. In the US, we see the economy as relatively insulated from Middle East turmoil and discuss likely FOMC communication next week. In Europe, we discuss the risk of earlier ECB rate hikes and delayed Bank of England rate cuts Across Asia, we expect a less dovish tone from Bank Indonesia, more hawkish projections from the CBC in Taiwan, and discuss the risk of a rate hike in Australia. Chapters: US: 1:45; Europe: 8:20; Japan: 14:35; Asia: 18:45
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The Week Ahead – Stuck In The Middle With Crude
Nomura – The Week Ahead
The markets are fixated on the Middle East, especially on how rising energy prices will impact inflation. We see challenges for the larger energy importers in Asia and Europe, and now expect the Bank of England to leave rates unchanged in March. In the US, we also discuss the downside miss to February’s labour market data and preview next week’s inflation print. Chapters: Middle East: 1:53; US: 11:44; Asia: 19:34; Europe: 24:14
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The Week Ahead – Tariff Uncertainty is Back… Or Is It?
Nomura – The Week Ahead
This week, we discuss US tariff policy and geopolitical risks in Iran while the US jobs report is on tap. We also preview the UK Spring Statement, the NPC meeting in China, and inflation data in Asia. Finally, we have a special segment with Tomochika Kitaoka, Chief Equity Strategist, on why he remains positive on the Japanese stock market. Chapters: US: 2:25; UK: 9:20; Asia: 13:45; Japan Special Segment: 21:40
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The Week Ahead - Horsing Around: The Chinese New Year Begins at a Canter
Nomura – The Week Ahead
This week, we examine coming US inflation and labour market data, and the Fed outlook following a hawkish set of minutes this week. In Europe, we discuss reports that President Lagarde could be leaving the ECB early and consider the growth and inflation outlook for the region. Across Asia, we preview the Bank of Korea and Bank of Thailand policy meetings, and examine key coming data in India, Japan and Australia. Chapters: US: 2:00; Europe: 8:15; Asia: 14:00
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The Week Ahead - Taking it in Stride in the Year of the Horse?
Nomura – The Week Ahead
This week, we discuss US labor markets and preview US core PCE, UK CPI and other key data in Europe. In Japan Post-election policies are in focus while RBNZ, BI and BSP decisions are on tap. In a special segment, we feature two anchor reports by our APAC rates strategists and their views on the outlook. Chapters: US: 2:36; Europe: 10:17; Japan: 15:38; Asia Rates Special: 20:40
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The Week Ahead - A Dove in Hawk’s Clothing?
Nomura – The Week Ahead
This week, we discuss our new Bank of England view and the risks to euro area interest rates. In the US, the prospective Fed chair, labour market data and inflation are all in focus. In Asia, we preview elections in Japan and Thailand and how they may impact local economies and financial markets.
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The Week Ahead - Whack-a-mole
Nomura – The Week Ahead
This week, we discuss the weaker US dollar, as well as the FOMC meeting and payrolls data ahead. Also in focus is the announcement of an historic India-EU trade deal following an incredible 20 years of negotiation. We also look at monetary and fiscal matters in India, with the upcoming budget and central bank policy meeting. In Europe, we look out for the Bank of England and European Central Bank meetings, with a stronger EUR making things a little more interesting. And finally, we preview the Reserve Bank of Australia meeting, following stronger than forecast core inflation data this week.
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The Week Ahead - Ice, Ice Maybe: US Geopolitics Special
Nomura – The Week Ahead
In the aftermath of President Trump’s Davos speech, we discuss his aims, the response from others and potential constraints. We also welcome guest speaker, Samira Fazili, Managing Director, US Public Policy and Government Affairs, to share her views on the latest geopolitical developments. In addition, we preview the FOMC decision where we see rates remaining unchanged albeit with some voting dissents. In Australia, we look to crucial CPI data ahead of the RBA decision in February.
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The Week Ahead – It’s One Battle After Another
Nomura – The Week Ahead
We preview US core PCE, UK CPI, and China GDP, and discuss the latest on geopolitics and the Fed. In Japan, the BOJ is on the spotlight amid JPY weakness and prospects of snap elections. Norges Bank, CBRT, BI and BNM are also on tap with likely divergent forward guidance. Chapters: US: 01:55, Japan: 09:20, China & Asia: 15:40, Turkey, Europe & UK: 22:05.
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The Week Ahead - Back with a Bang
Nomura – The Week Ahead
We discuss US geopolitical developments and their potential economic impact, as well as the latest employment and inflation data. The Bank of Korea is likely to leave rates unchanged in January, but we also outline our more hawkish view for the 2026. In Europe, we preview the UK data releases, review euro area inflation and discuss prospects for closer UK-EU relations. Chapters: US: 02:10, Korea and Asia: 09:45, Europe: 15:55.
info_outlineThis week, we explain the change in our Fed call following the latest inflation data, as well as the latest views on China, and the UK. We have brought forward our call for the next Fed cut to September, following slightly dovish inflation details for July. China remains mired in low inflation and soft growth; we discuss what the rest of H2 has in store. In Europe, we look at the latest and upcoming UK data following a hawkish BoE decision, and preview the Riksbank meeting. Chapters: (US: 01:55, China: 08:20, Europe: 16:20).