Nomura – The Week Ahead

Nomura

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.

  1. 5D AGO

    The Week Ahead - Taking it in Stride in the Year of the Horse?

    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

    32 min

  2. FEB 6

    The Week Ahead - A Dove in Hawk's Clothing?

    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.

    27 min

  3. JAN 30

    The Week Ahead - Whack-a-mole

    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.

    27 min

  4. JAN 23

    The Week Ahead - Ice, Ice Maybe: US Geopolitics Special

    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.

    30 min

  5. JAN 16

    The Week Ahead – It's One Battle After Another

    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.

    30 min

  6. JAN 9

    The Week Ahead - Back with a Bang

    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.

    24 min

  7. JAN 6

    The Year Ahead – US and Canada

    In the final instalment of our 2026 Outlook episodes, our Economists discuss the outlook and key risks for the US and Canada for the year ahead. We discuss the key drivers of our above consensus view on US growth, including fiscal support, diminishing trade risks, a rebounding labour market and strong consumer. We expect inflation to remain above target but think the Fed will cut twice in H2 under a new FOMC Chair.

    24 min

  8. JAN 2

    The Year Ahead – Europe & Türkiye

    In the third of our 2026 Outlook episodes, we discuss the focus on fiscal policy, disinflation pressures and the major risks to the region in the year ahead. In the Euro Area, we see growth accelerating with supportive fiscal policy, but limited inflation pressure and no ECB rate changes. In the UK, we still expect another rate cut and see significant disinflation in the months ahead, with political risks building later in 2026. We expect 1000bp of rate cuts in Türkiye as inflation falls from over 30% towards 20% and the real exchange rate appreciates.

    21 min
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Ratings & Reviews

4.2
out of 5
13 Ratings

About

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.

Information

  • Creator
    Nomura
  • Years Active
    2020 - 2026
  • Episodes
    101
  • Rating
    Clean
  • Copyright
    ℗ & © 2024 Nomura Podcasts
  • Show Website
    Nomura – The Week Ahead

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