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Nomura – The Week Ahead

The Week Ahead – China To The Rescue?

Feb 28, 2025
24:25

It’s a big week for China with all eyes on the National People’s Congress (NPC), where fiscal measures could be announced. We outline our expectations and whether the NPC could potentially provide a lift in market sentiment. In the US, we preview the February employment report and its impact on Fed policy, and digest the latest announcements on tariffs. In Europe, we discuss our expectations of the ECB, where we go from here after the German elections and what is Europe’s next move around the peace deal. Chapters: US (02:10), Europe (07:40), Asia (15:45).

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