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Nomura – The Week Ahead

Latest episodes

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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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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.
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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.
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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.
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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.
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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.
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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.
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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.

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