Nomura – The Week Ahead

The Week Ahead – FOMC, ECB, BOJ, BI Policy Meetings. Flash PMIs, German, Australia, Tokyo and Singapore CPI

Jul 21, 2023

23:16

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Episode notes

Introduction

2min

The Fed's Focus on Inflation

2min

The Fed's Optional Rate Hike

4min

The NFP Surprise to the Downside

3min

The Euro Area and Food Inflation

2min

The Eurozone's PMIs Are in an Awful Place Right Now

2min

The ECB's Next Rate Hike

2min

Asia: What to Expect in Asia Next Week

2min

Bank Japan's Yield Curve Control Tweak

2min

10.

Tokyo Inflation for July

2min

11.

Nomura: Connecting Markets. East and West

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 (01:38) we have the FOMC meeting, PCE, GDP, ECI, PMIs, consumer confidence and durable goods. In Europe (11:00) it’s the ECB meeting, flash PMIs, German CPI, IFOs and confidence, Sweden PPI and UK CBI. Then it’s the latest from Asia (15:16) with the BOJ and BI meetings, Australia and Singapore CPI as well as macro notes of the week all to discuss (07:37).

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