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Nomura – The Week Ahead

Latest episodes

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Jun 7, 2024 • 20min

The G7 Easing Cycle Begins

Hear from Andrew Ticehurst, Host and Australia Economist, Jeremy Schwartz, Senior U.S. Economist, Andrzej Szczepaniak, Senior European Economist and Kohei Okazaki, Senior Japan Economist as they discuss the key themes driving global markets over the coming week. After rate cuts in Canada and Europe, focus turns to the Fed and the Bank of Japan. Chapters: U.S. (01:28), Europe (05:29), Asia (10:29)
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May 31, 2024 • 17min

US Labour Market Data Weaker For Longer?

Hear from George Moran, Host & European Economist, Ruchir Sharma, US Economist and Andrzej Szczepaniak, Senior European Economist as they review the key market drivers over the week ahead. Markets eagerly await whether NFP will surprise to the downside for a second month and the ECB to deliver the worst-kept-secret cut. Chapters: U.S. (02:00), Europe (07:50), Asia (12:23)
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May 24, 2024 • 15min

Inflation Moderation?

Australia, Europe, US, and China economists review market drivers. Focus on US core PCE inflation data influencing markets. Topics include Fed's rate maintenance, euro area inflation, China PMI, and Asia's economic reports.
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May 17, 2024 • 17min

Inflation Dips, Markets Rip

Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Jeremy Schwartz, Senior US Economist and Euben Paracuelles, Chief ASEAN Economist as they review the key market drivers over the week ahead. Cooler US data are causing markets to run hot, but can the trend continue next week? Chapters: U.S. (01:35), Europe (06:07), Asia (10:23)
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May 10, 2024 • 12min

US CPI: Fourth Time Unlucky?

George Moran, Host and European Economist, David Seif, Chief Development Markets Economist and George Buckley, Chief UK & Euro Area Economist discuss the key themes driving global markets over the coming week. US CPI is poised to slow but still providing little relief to the Fed, and the UK labour market report a key test for a Bank of England rate cut. Chapters: U.S. (01:17), Europe (05:18), Asia (08:24)
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May 3, 2024 • 19min

The Fed Pushes Back

Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Kohei Okazaki, Senior Japan Economist and Hannah Liu, China Economist as they review review FOMC communication, Yen volatility and look to key market drivers over the week ahead. Chapters: Europe (02:59), U.S. (07:16), Japan (08:47), China (11:43), Asia (14:42)
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Apr 26, 2024 • 18min

Who is Exceptional?

Hear from Andrew Ticehurst, Host and Australia Economist, Andrzej Szczepaniak, Senior European Economist, Jeremy Schwartz, U.S. Economist and Hannah Liu, China Economist as they discuss this week’s central bank and data surprises, and share their take on key economic reports and events over the coming week. Chapters: U.S. (02:34), Europe (08:47), Asia (12:50)
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Apr 19, 2024 • 20min

How Long Can U.S. Strength Persist?

The U.S. economic machine rolls on and the BoE and ECB are now likely to cut a slower pace. Hear from George Moran, Host and European Economist, Jeremy Schwartz, U.S. Economist, and Kohei Okazaki, Senior Japan Economist, as they discuss their take on key U.S., Europe and Asia data out next week.   Chapters: (U.S. 03:20), (Euro Area 06:12), (Asia 11:51)
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Apr 12, 2024 • 16min

High for Longer?

Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Ruchir Sharma, US Economist and Hannah Liu, China Economist as they discuss this week’s US CPI surprise and market reaction, and share their take on key US, Europe and Asia data out next week. Chapters: (US 02:19), (Euro Area 06:21), (Asia 10:18)
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Apr 5, 2024 • 15min

The Week Ahead – US CPI, ECB Meeting and FOMC Minutes

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 (02:15), we have CPI, the FOMC minutes and PPI. In Europe (07:00), it’s the euro area Sentix, ECB policy meeting and UK GDP. Then it’s the latest from Asia (11:15) with China and India CPI, RBNZ meeting as well as global markets all to discuss.

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