Nomura – The Week Ahead

Nomura
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  • 两周一更
Nomura – The Week Ahead

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. 5天前

    The Week Ahead – CPI, China, and Currencies

    The week ahead promises to be another eventful one, with key CPI data in the US and the UK. We also have tier-1 data in China and a couple of central bank decisions in Asia. Recent comments from President-elect Trump particularly on tariffs, could provide some hints of what’s to come as we approach his inauguration. We will close with a special segment focusing on the outlook for Asian currencies, which have been facing significant pressures recently and are therefore in the spotlight. Chapters: US (01:35), Europe (07:11), Asia (11:18), Asia FX (18:37).

    29 分钟

  2. 1月3日

    The Week Ahead – Happy New Year?

    This year could be all about Trump, tariffs, and potentially turbulence. In this episode, we discuss our recently published annual outlooks and shine a spotlight on the key data and events over the coming week. In the US, our focus will be on the services ISM and payrolls reports. In Europe, CPI and final December PMI data will be released. Then it's the latest from Asia, with Japan earnings, China loan data, and CPI reports from across the region. Chapters: US (03:46), Europe (09:10), Asia (14:05).

    19 分钟

  3. 2024/12/13

    The Week Ahead – Going Out with a Bang

    Year end is approaching fast, but we still have key central bank meetings and data to look out for next week. In the US, our focus will be on the Fed policy decision, and the latest core inflation and activity readings. In Europe, the Bank of England meets, and key labour market and inflation data will be released. Then it’s the latest from Asia, with the Bank of Japan and four other central banks across the region set to make policy announcements. Chapters: US (02:00), Europe (06:20), China (10:10), Japan (15:30), Rest of Asia (17:04)

    23 分钟

  4. 2024/12/06

    The Week Ahead – Central Banks Take Center Stage

    Starting next week we have monetary policy decisions from the European Central Bank, Swiss National Bank and the Reserve Bank of Australia. These along with a few key data releases set the tone for the week after which is promising to be a blockbuster week, when we have the Fed, Bank of Japan and Bank of England, plus a few central banks in Asia all on deck. We also have a special segment in this episode where we focus on the 2025 outlook for Asia. Chapters: US (01:56), Europe (08:04), Asia (13:26), Asia 2025 Outlook (14:43)

    24 分钟

  5. 2024/11/29

    The Week Ahead - Give Thanks For

    Trump’s tariff announcements have started to move markets. We discuss how to interpret the latest US political developments and provide a preview of this week’s all important labour market data. In Asia, the Reserve Bank of India is set to meet and may offer some dovish guidance. While in Europe, we preview the PMIs and Swiss inflation data. Chapters: US (02:18), Asia (10:08), Europe (16:14).

    24 分钟

  6. 2024/11/22

    The Week Ahead - Back Towards Normal?

    Inflation and policy rates are returning towards normal in many countries. This week our focus turns back towards normal market drivers. We discuss core inflation in the US and the latest set of Fed meeting minutes. Across Europe, we have a number of central bank speakers, key inflation and growth readings to watch out for, as well as Tokyo inflation, China PMIs and central bank meetings in Korea and New Zealand. Chapters: US (02:17), Europe (05:22), Korea (08:22), Rest of Asia (10:37).

    14 分钟

  7. 2024/11/15

    The Week Ahead - Global Aftershocks

    In last week’s podcast we focused on the US and China following Donald Trump’s win in the US presidential elections. This week we continue to discuss the implications of Trump 2.0 on other parts of the globe. Also on deck next week are US housing starts data, CPI prints in the UK and Japan, as well as Bank Indonesia likely again pausing amid external aftershocks from the US election. Chapters: US (02:03), Europe (07:54), Japan (12:31), Asia (17:53)

    22 分钟

  8. 2024/11/08

    The Week Ahead – Trump 2.0

    Following Donald Trump’s win in the US presidential elections, we outline the new policy outlook and what we think it means for the global economy and markets. We also discuss the National People’s Congress in China, with the policy decisions there likely to shape investors’ perceptions of both the outlook in China but also the broader impact on risk sentiment and global growth dynamics. Chapters: US (02:30), Asia (11:04), Europe (14:36)

    19 分钟
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关于

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.

信息

  • 创作者
    Nomura
  • 活跃年份
    2020年 - 2025年
  • 单集
    101
  • 分级
    儿童适宜
  • 版权
    ℗ & © 2024 Nomura Podcasts
  • 节目网站
    Nomura – The Week Ahead

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