Nomura – The Week Ahead

The Week Ahead – CPI in the US, China, India, Sweden and Norway and BOC, BOK, RBNZ Meetings

Jul 7, 2023

21:42

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Episode notes

Introduction

2min

The Fed's Views on Core CPI Inflation

3min

The Fed's Expectations for Core Inflation

3min

The Divergence in the UK and Europe

2min

The Second Round Effects of Inflation in the UK

2min

The Euro Area PMI Survey Sets the Tone for the Month

2min

Expect a Splashy Pause at the Next Central Bank Meeting

2min

China's Inflation: A Big Deal?

2min

The Importance of Fiscal and Monetary Stimulus in China

3min

10.

The Global Macro Team's Views on Tomorrow

2min

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 (01:19), we have US CPI, PPI, consumer credit, small business optimism and the BOC. In Europe (07:17), it’s the sentix survey, German ZEWs, UK employment, Sweden and Norway CPI. Then it’s the latest from Asia (13:24), with the RBNZ, BOK, China and India CPI as well as global markets all to discuss.

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