Nomura – The Week Ahead

The Week Ahead – The OPEC, BOC, RBA and RBI Meetings, China, Swiss and Norway CPI

Jun 2, 2023

31:34

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Episode notes

Introduction

4min

The Fed's Uncertainty on the Debt Ceiling

3min

The OPEC Meeting: Will They Cut, Do Nothing or Add Supply?

3min

The Risks of a Second European Drought

3min

The ECB's 25th Birthday

3min

Inflation Cornflation Continues to Be Strong in May

2min

The Bank of England's Expectation for Inflation

2min

The Inflation Print and the UK Housing Market

3min

The Bank of Canada Expects to Leave Its Policy Rate Unaffected at 4.5%

1min

10.

The Risk of a Hawkish Statement in the RBA Meeting

2min

11.

The Importance of Spring Wage Negotiation

2min

12.

Will We Get Fresh Stimulus in China?

5min

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 (01:28), we have ISM services, the Manheim used vehicle value index, April consumer credit as well as the Bank of Canada meeting. In Europe (12:02), it’s the Euro Sentix, peripheral PMIs, Swiss and Norway CPI, the OPEC meeting and UK RICs house prices. Then it’s the latest from Asia (23:20), with China CPI, the RBA and RBI meetings as well as the macro notes of the week to discuss (07:20).

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