Markets have seen sizable moves as the US administration ramped up tariffs and Germany announced a huge fiscal package. (02:30) With US tariffs hitting last week, we discuss what is actually in place, what is likely to come and the impact on the US, China and Europe. (15:15) Germany’s fiscal stimulus is having a major market impact and should meaningfully raise growth, inflation and ECB expectations. (20:15) We also preview next week’s inflation data out of the US and China.
Nomura – The Week Ahead