Nomura – The Week Ahead Nomura
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- Økonomi
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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Inflation Dips, Markets Rip
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) -
US CPI: Fourth Time Unlucky?
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) -
The Fed Pushes Back
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) -
Who is Exceptional?
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) -
How Long Can U.S. Strength Persist?
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) -
High for Longer?
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)