Nomura – The Week Ahead
We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.
Latest episodes
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)
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.
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.
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.
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.
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.
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.
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.
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.
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.
