Nomura – The Week Ahead cover image

Nomura – The Week Ahead

Latest episodes

undefined
Jan 19, 2024 • 16min

The Week Ahead – US Q4 GDP, ECB Policy Meeting, Central Bank Meetings in Japan and Malaysia

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 (01:12), we have Q4 GDP, January purchasing manager index (PMI) and key inflation data. In Europe (09:15), the focus will be on the ECB policy meeting, a German IFO report and PMI data. Then it’s the latest from Asia (12:29), with central bank meetings in Japan and Malaysia, the Korea Q4 GDP report, industrial production data for Taiwan and Singapore, and an inflation report in Singapore too.
undefined
Jan 12, 2024 • 18min

The Week Ahead – US Retail Sales, UK CPI and China GDP

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 (02:29), we have retail sales, industrial production and UoM consumer expectations. In Europe (06:57), it’s the Germany ZEW survey, ECB December meeting minutes, UK labour market and CPI data. Then it’s the latest from Asia (10:40), with China GDP, PBoC, BI and BOT policy decisions, Japan CPI, as well as global markets all to discuss.
undefined
Jan 5, 2024 • 17min

The Week Ahead – US, Japan and China CPI, Bank of Korea Meeting

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 (01:52), we have CPI inflation and trade data, several speeches by Fed officials, and monthly bond supply. In Europe (04:20), we’ll receive investor, consumer confidence and unemployment data, and German factory orders and industrial production data. Then it’s the latest from Asia (08:31), with CPI inflation and earnings data in Japan, China new loan and CPI inflation data, India CPI inflation and industrial production data, and the Bank of Korea meeting.
undefined
Dec 15, 2023 • 15min

The Week Ahead – BOJ Meeting, UK CPI and US PCE Deflator

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 (01:17), we have consumer confidence, PCE deflator and new/existing home sales. In Europe (04:20), it’s the Euro Area consumer confidence, German IFO survey, UK CPI and retail sales. Then it’s the latest from Asia (09:00), with BOJ meeting, Japan CPI as well as global markets all to discuss.
undefined
Dec 8, 2023 • 20min

The Week Ahead – Final FOMC Meeting of The Year, ECB and BOE Meetings, and the Japan Tankan Report

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 (01:34), the highlights will be CPI, retail sales, and industrial production data, along with the final FOMC meeting of the year. In Europe (05:58), we have industrial production data and the ECB and BOE meetings. Then it’s the latest from Asia (10:32), with China monthly activity data, the Japan Tankan report, India industrial production and CPI data and central bank meetings in Taiwan and the Philippines, as well as global markets all to discuss.
undefined
Dec 1, 2023 • 19min

The Week Ahead – US NFP, ISM Surveys, ECB Inflation Expectations, China CPI, Tokyo CPI and RBA policy decision

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 (01:34), non-farm payrolls, ISM services and the University of Michigan sentiment survey. In Europe (05:30), it’s the euro area Sentix survey and wage data, the ECB consumer inflation expectations survey and the UK’s REC Report on Jobs survey. Then it’s the latest from Asia (11:50), with China CPI, Tokyo CPI and the RBA policy decision as well as Global markets all to discuss.
undefined
Nov 24, 2023 • 17min

The Week Ahead - Fed Beige Book, Euro Area Flash Inflation Data, RBNZ, Bank of Thailand, and Bank of Korea Meetings

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 (01:58), we have the Fed Beige Book, core PCE inflation data, jobless claims and the November manufacturing ISM report. In Europe (06:24), the highlight will be flash inflation data for the euro area, UK lending data and euro area unemployment. Then it’s the latest from Asia (09:29), with RBNZ, Bank of Thailand, and Bank of Korea meetings, Japan industrial production and unemployment data, India GDP, China PMI, and Australia and Indonesia CPI inflation data, as well as global markets all to discuss.
undefined
Nov 17, 2023 • 22min

The Week Ahead – FOMC Minutes, UK Autumn Statement, Japan CPI and Riksbank Policy Decision

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 (01:30), we have the FOMC minutes, durable goods orders and the Thanksgiving holiday. In Europe (06:04), it’s the UK Autumn budget, European flash PMIs and the Riksbank meeting. Then it’s the latest from Asia (11:56) with Japan, Singapore and Malaysia CPI, Indonesia policy rate decision, and the RBA minutes as well as global markets all to discuss.
undefined
Oct 13, 2023 • 21min

The Week Ahead – BOK and BI Meetings, Japan, UK, Canada and New Zealand CPI, US Retail Sales and China GDP

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 (01:37), we have retail sales, IP, regional fed manufacturing surveys, and housing starts as well as Powell speaking and Canadian CPI. In Europe (07:51), it’s UK CPI, labour markets and retail sales along with German ZEW. Then it’s the latest from Asia (14:38), with the BOK and BI meetings, Japan and New Zealand CPI, China GDP and RBA minutes, as well as macro notes of the week all to discuss (04:55).
undefined
Oct 6, 2023 • 30min

The Week Ahead – US, China and India CPI, FOMC and ECB Minutes, UK RICS and China Credit 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 (01:50), we have CPI, PPI, the NFIB, UoM sentiment and FOMC minutes. In Europe (11:53), it’s the Sentix survey, the ECB minutes, UK RICs and BOE credit conditions, Sweden and Norway CPI. Then it’s the latest from Asia (18:16), with China and India CPI, China FX reserves, credit data, Japan BOP, PPI, the BOJ opinion survey as well as macro notes of the week all to discuss (05:56).

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode