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
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The US Labor Data Shows Mixed Signals
01:43 • 2min
3
The Rise in Initial Jobless Claims Could Lead to a Downside Surprise in NFP
03:22 • 2min
4
The FMC Minutes: A Different Signal to What the Market's Reacted to After the Fed Chair Conference
05:13 • 2min
5
The Fed's Quarterly Pace Is Going to Carry on for a While
06:44 • 2min
6
The Risks of a Higher Terminal Rate
08:30 • 2min
7
The Good News of the World's Greatest Reservoir
10:36 • 2min
8
The Prime Minister's Plan to Block Pay Rises for Public Sector Workers
12:56 • 2min
9
Europe's PMI Data Is in Decline
14:56 • 2min
10
The Slowest Transmission of Monetary Policy in the Euro Area
16:47 • 2min
11
George's Higher Mortgage Rates in the UK Are Getting More Attention
18:55 • 2min
12
The Persistence of Inflation
20:48 • 2min
13
Dollar Tie-Backs Head Higher in June
22:31 • 2min
14
The RBA and the B&M in Malaysia
24:13 • 2min
15
The Bank of Thailand's Inflation Outlook
26:14 • 3min