Nomura – The Week Ahead

The Week Ahead – Mixed US Growth Signals, Tight Debt Limit Talks, Turkey Elections and Japan CPI

May 12, 2023

28:38

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Episode notes

Introduction

4min

The Politics of the Debt Ceiling and the X-Day Shift

3min

The US Treasury Is Unable to Meet Its Obligations Until June

2min

PMI Output Prices for the Euro Area and UK

4min

The Bank of England's 25-Basis Point Hike

3min

The ECB's 25-Bit Rate Raising

2min

The Conservative Party's Loss of Council Seats in the Red Wall

2min

The Conservative Party's Loss of Support in the UK

2min

The Prime Minister of Canada, Australia and New Zealand

3min

10.

The Future of the Global Macro Economy

3min

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 (01:25), we have retail sales, regional fed surveys, banking stocks under pressure, debt limit talks and Canadian CPI. In Europe (13:10), it’s the German ZEWs and PPI, UK Labour markets, Turkey’s elections and Sweden inflation. Then it’s the latest from Asia (24:30), with China’s retail sales, RBA minutes, Japan CPI and as well as the macro notes of the week (08:50).

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