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Nomura – The Week Ahead

Latest episodes

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Aug 16, 2024 • 19min

Some Do, Some Don’t, Some Will, Some Won’t

Hear from Andrew Ticehurst, Host & Australia Economist, George Buckley, Chief UK & Euro Area Economist, David Seif, Chief Economist for Developed Markets, and Charnon Boonnuch, Asia Economist, as they review the key market drivers over the week ahead. New Zealand and the Philippines join the rate cut pack, while the Fed remains on track to deliver a first 25bp rate cut in September. Chapters: US (02:22), Europe (08:45), Asia (11:49)
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Aug 9, 2024 • 18min

US CPI, UK GDP and CPI and Norges Bank Meeting

Hear from George Moran, Host & European Economist, Jeremy Schwartz, Senior US Economist, and Dominic Bunning, Head of G10 FX Strategy, as they review the key market drivers over the week ahead. Market uncertainty is rife. Key data from the US and UK may set the record straight. Chapters: Week Ahead Key Themes with Dominic Bunning (01:12), US (05:11), Europe (09:38), Asia (13:41)
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Aug 2, 2024 • 18min

Divergence

David Seif, Chief Economist for Developed Markets, and George Buckley, Chief UK & Euro Area Economist, dive into the widening divide in global central bank policies. They discuss America's dovish Fed outlook versus the UK's recent rate cut and its significant implications for Europe. The duo also analyzes labor market trends and inflation dynamics affecting major economies. From Japan’s rate hike to potential shifts in New Zealand’s economy, they provide keen insights into how these factors shape future market reactions and forecasts.
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Jul 26, 2024 • 19min

Powell Probably Won’t Excite, But Bailey Might

Hear from George Moran, Host & European Economist, David Seif, Chief Economist for Developed Markets, Andrzej Szczepaniak, Senior European Economist, and Yusuke Miyairi, FX Strategist, as they review the key market drivers over the week ahead. It's one of the busiest weeks on the podcast with the FOMC, BoE, BOJ, nonfarm payroll and top-tier data out of the Euro area. Chapters: US (02:20), Europe (07:53), Asia (12:00)
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Jul 19, 2024 • 16min

A Staggered Start

Hear from Andrew Ticehurst, Host and Australia Economist, Jeremy Schwartz, Senior US Economist, Andrzej Szczepaniak, Senior European Economist, and Jeong Woo Park, Asia Economist, as they review the key market drivers over the week ahead. The easing cycle has commenced, but central banks are running their own race. Chapters: US (01:13), Europe (06:14), Asia (09:08)
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Jul 12, 2024 • 14min

Crunch time in Europe

European Economist George Moran, Chief UK & Euro Area Economist George Buckley, and China Economist Hannah Liu discuss upcoming crucial UK data, ECB rate decision, and China's economic pressure. Topics include US political dynamics, ECB meeting speculation, ECB communication post-Centra conference, upcoming surveys in Europe, and key economic events in Asia like China's GDP release and expected stimulus measures.
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Jul 5, 2024 • 17min

Let’s Get Political

Hear from George Moran, Host & European Economist, David Seif, Chief Economist for Developed Markets, and George Buckley, Chief UK & Euro Area Economist, as they discuss the key drivers for global markets next week. Political events are moving fast in the UK, France and the US, but markets will probably move the most, as they typically do, on US CPI. Chapters: US (01:12), Europe (06:54), Asia (13:12)
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Jun 28, 2024 • 15min

Election Time

Hear from Andrew Ticehurst, Host and Australia Economist, Ruchir Sharma, US Economist, and Andrzej Szczepaniak, Senior European Economist as they discuss the key drivers for global markets next week. The focus turns to elections over the coming week, but inflation still matters. Chapters: U.S. (01:15), Europe (05:34), Asia (10:41)
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Jun 21, 2024 • 21min

Inflation Moderation?

Hear from Andrew Ticehurst, Host and Australia Economist, Kohei Okazaki, Senior Japan Economist, Andrzej Szczepaniak, Senior European Economist and Hannah Liu, China Economist, as they review the key market drivers over the week ahead. Markets to seek confirmation that US inflation is moderating, with multiple Fed rate cuts now priced.
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Jun 14, 2024 • 19min

Decision Time in Europe and Asia

George Buckley, Chief UK and Euro Area Economist, discusses upcoming central bank meetings in Europe and Asia. They analyze key market drivers, including US inflation numbers and political events in France. The podcast covers economic indicators, PMIs, and challenges facing the Chinese economy.

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