Nomura – The Week Ahead

Coming up this week, in the US we expect the Fed to commence its easing campaign, with a 25bp move. Across Europe, the focus will be on the Bank of England policy meeting. Then it’s the latest from Asia, with central bank meetings in Japan, Indonesia and Taiwan. Chapters: US (01:15), Europe (05:18), Asia (07:54)

It’s been another interesting week in global markets with equities and commodity prices having another serious wobble, and bond yields declining, surprising many. This week we consider the latest US election polling numbers and what a Trump presidency might mean for economies and markets. We also look towards the coming ECB meeting, which should be a key highlight of the week ahead, along with China data. We are recording this ahead of critical US Payrolls data, which could well determine whether the Fed delivers a 25 or 50bp rate cut later this month. Chapters: US (01:47), Europe (07:11), Asia (09:41)

Hear from George Moran, Host & European Economist, Andrzej Szczepaniak, Senior European Economist and Ruchir Sharma, US Economist, as they review the key market drivers over the week ahead. Euro area and US inflation data should tee up central banks for more cutting in September. Chapters: US (02:40), Europe (06:36), Asia (11:29)

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)

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)

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.

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)

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)

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.

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)