100 episoder

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.

Nomura – The Week Ahead Nomura

    • 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.

    Who is Exceptional?

    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)

    • 17 min
    How Long Can U.S. Strength Persist?

    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)

    • 19 min
    High for Longer?

    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)

    • 16 min
    The Week Ahead – US CPI, ECB Meeting and FOMC Minutes

    The Week Ahead – US CPI, ECB Meeting and FOMC Minutes

    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.

    • 14 min
    The Week Ahead – US ISM, Payrolls and Fed Commentary, Euro Inflation, RBI Meeting, and BOJ Tankan Survey

    The Week Ahead – US ISM, Payrolls and Fed Commentary, Euro Inflation, RBI Meeting, and BOJ Tankan Survey

    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.

    • 15 min
    The Week Ahead – US Consumer Confidence, French, Italian and Spanish Flash Inflation, Tokyo and Australia CPI

    The Week Ahead – US Consumer Confidence, French, Italian and Spanish Flash Inflation, Tokyo and Australia CPI

    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.

    • 16 min

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