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Nomura – The Week Ahead

Latest episodes

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Mar 28, 2024 • 15min

The Week Ahead – US ISM, Payrolls and Fed Commentary, Euro Inflation, RBI Meeting, and BOJ Tankan Survey

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 (03:05), we have ISM, payroll reports and communication from key Fed officials. In Europe (06:35), we have PMI, inflation and uemployment data. Then it’s the latest from Asia (9:30), with a central bank meeting in India, the Bank of Japan Tankan survey, and PMI and inflation releases across the region.
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Mar 22, 2024 • 17min

The Week Ahead – US Consumer Confidence, French, Italian and Spanish Flash Inflation, Tokyo and Australia CPI

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 (02:10), we have the PCE deflator, consumer confidence and durable goods orders. In Europe (07:06), it’s the euro area consumer confidence, money supply and French, Italian and Spanish flash inflation. Then it’s the latest from Asia (11:25), with Tokyo and Australian CPI, as well as global markets all to discuss.
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Mar 15, 2024 • 19min

The Week Ahead – Federal Reserve, Bank of England and Bank of Japan Meetings, European ZEW Surveys, China Activity Data

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 (02:55), we have the Federal Reserve meeting and press conference with Fed Chair Powell. In the UK (11:36), we have the Bank of England meeting and CPI data, and in Europe, the latest ZEW surveys and several ECB speakers. Then it’s the latest from Asia (14:57), with a key policy meeting at the Bank of Japan (08:08), more central bank meetings in Indonesia, Taiwan and Australia, and monthly activity data for China.
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Mar 8, 2024 • 17min

The Week Ahead – US CPI, UK Labour Market Data and China CPI

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 (04:36), we have CPI, retail sales and PPI. In Europe (11:07), it’s the euro area industrial production, Sweden and Norway CPI and UK labour market data. Then it’s the latest from Asia (13:49), with India and China CPI and the PBOC’s MLF rate decision, as well as global markets all to discuss.
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Mar 1, 2024 • 14min

The Week Ahead - Bank of Canada, Bank Negara and ECB Meetings, US ISM, Inflation and Earnings Data in Japan

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In North America (01:16), we have ISM and Payrolls, testimony from Fed Chair Powell and a Bank of Canada policy meeting. In Europe (05:19), the focus will be on the European Central Bank meeting and post-meeting press conference with ECB president Lagarde. And then it’s the latest from Asia (10:34), with inflation and earnings data in Japan, China aggregate financing and RBM loan growth, Korea industrial production and CPI, Australia GDP and the Bank Negara policy meeting.
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Feb 23, 2024 • 15min

The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI

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 (02:11), we have core PCE inflation, house prices and consumer confidence. In Europe (07:00), it’s the euro area consumer confidence, French, German and Spanish flash inflation and UK lending data. Then it’s the latest from Asia (11:00), with the China PMIs, Indonesia, Japan CPI and the RBNZ meeting as well as global markets all to discuss.
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Feb 16, 2024 • 17min

The Week Ahead - Fed Meeting Minutes, European Inflation Expectations, Central Bank Meetings in Indonesia and Korea

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 (02:38), we have the latest Fed meeting minutes and jobless claims, Fed-speak and PMI data. In Europe (05:49), the focus will be on inflation expectations, PMI data and communication from ECB officials. Then it’s the latest from Asia (09:38), with central bank meetings in Indonesia and Korea, and Australian wages data and RBA meeting minutes.
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Feb 9, 2024 • 15min

The Week Ahead – US CPI and Retail Sales, UK CPI and Labour Market Data

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 (02:20), we have CPI, retail sales, industrial production and PPI. In Europe (06:11), it’s the UK CPI, GDP, labour market data and the German ZEW. Then it’s the latest from Asia (11:12) with the Australian labour market report, India CPI and Japanese GDP as well as global markets all to discuss.
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Feb 2, 2024 • 17min

The Week Ahead – US ISM Report, German Industrial Production, Japan Earnings Data

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 (02:27), we have the service sector ISM report and the Fed’s latest Senior Loan Officer survey. In Europe (06:53), the focus will be on German industrial production, the February Sentix survey of investor sentiment and latest ECB bulletin. Then it’s the latest from Asia (08:22), with China CPI and Japan earnings data, along with central bank meetings in India and Australia.
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Jan 26, 2024 • 16min

The Week Ahead – US NFP, Fed, BoE and Riksbank Policy Decisions

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 (2:15), we have ISM manufacturing, non-farm payrolls and the FOMC meeting. In Europe (05:42) it’s the Bank of England and Riksbank’s policy decisions, euro area GDP and flash inflation. Then it’s the latest from Asia (11:46) with Australia CPI, China PMI, Indonesia CPI as well as global markets all to discuss.

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