Nomura – The Week Ahead

The Week Ahead – US Jobs, RBA, BNM meetings, inflation in SZ, KR, PH, TH, ID and Scandi PMIs

Jun 30, 2023

29:30

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Episode notes

Introduction

2min

The US Labor Data Shows Mixed Signals

2min

The Rise in Initial Jobless Claims Could Lead to a Downside Surprise in NFP

2min

The FMC Minutes: A Different Signal to What the Market's Reacted to After the Fed Chair Conference

2min

The Fed's Quarterly Pace Is Going to Carry on for a While

2min

The Risks of a Higher Terminal Rate

2min

The Good News of the World's Greatest Reservoir

2min

The Prime Minister's Plan to Block Pay Rises for Public Sector Workers

2min

Europe's PMI Data Is in Decline

2min

10.

The Slowest Transmission of Monetary Policy in the Euro Area

2min

11.

George's Higher Mortgage Rates in the UK Are Getting More Attention

2min

12.

The Persistence of Inflation

2min

13.

Dollar Tie-Backs Head Higher in June

2min

14.

The RBA and the B&M in Malaysia

2min

15.

The Bank of Thailand's Inflation Outlook

3min

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 (01:42) we have NFP, JOLTs, ADP, FOMC minutes, Challenger job cuts, ISM and independence day. In Europe (14:55) it’s Norway and Sweden PMIs, the UK DMP, Swiss CPI, Euro PPI, German factory orders and Industrial production. Then it’s the latest from Asia (21:52) with the RBA and BNM meetings, inflation from Korea, Thailand, Philippines and Indonesia as well as Global markets all to discuss.

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