Nomura – The Week Ahead

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.

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).

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).

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 (02:04), it would be NFP, JOLTs, factory orders and the trade balance if it wasn’t for the US government shutdown. So instead, we’re left with ISM manufacturing and services, ADP, weekly claims and Manheim used vehicles to drive price action. In Europe (15:43), it’s Euro Area unemployment, retail sales and PPI, German factory orders, UK nationwide house prices and the BOE DMP data, as well as PMIs in Sweden, Norway and Switzerland. Then it’s the latest from Asia (22:13), with the RBA, RBNZ and RBI meeting, China PMIs, Korea, Indonesia, Taiwan and Thailand CPI, BOJ’s summary of opinions, and labour 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 (01:56), we have PCE, durable goods and regional surveys from the Richmond, Chicago and Dallas Fed along with UoM inflation expectations. In Europe (06:03), it’s Euro Area flash inflation, German unemployment and IFOs, UK GDP, mortgage approvals and nationwide house prices, Sweden PPI and economic tendency, Norges FX purchases and unemployment too. Then we discuss China PMIs (12:16), and the latest from Asia (23:33), with the BOT meeting, Caixin PMIs, BOJ minutes, Tokyo, Singapore, HK and Australia CPI, Japan and Australia retail sales, and NZ business confidence.

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 FOMC meeting, flash PMIs, the Philadelphia Fed, housing starts, Canada CPI and retail sales. In Europe (07:20), it’s the BOE, SNB, Riksbank and Norges bank as well as UK CPI and retail sales, German PPI and flash PMIs for September. Then it’s the latest from Asia (19:15) with the BOJ, BI, BSP and CBC meetings, Korean exports, Japan CPI, RBA minutes, NZ GDP as well as the Macro Notes of the Week all to discuss (13:57).

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 (01:46) we have ISM services, factory orders and durable goods, the trade balance, unit labour costs and consumer credit. In Europe (03:08) it’s the Sentix survey, PPI, GDP figures, retail sales, final PMIs, German factory orders and French industrial production. Then it’s the latest from Asia (18:30), with the RBA and BNM meetings, China, Taiwan, Korea and Thailand inflation figures as well as macro notes of the week (10:40).

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 (01:35), we have NFP, ADP, PCE, ISM and consumer confidence. In Europe (04:00), it’s flash CPI, final PMIs, German consumer confidence and euro area lending data. Then it’s the latest from Asia (12:44), with China PMIs, Korean IP and exports, India GDP as well as global macro notes of the week to discuss (10:31).

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 (01:56), we have Jackson Hole, durable goods, flash PMIs and UoM sentiment. In Europe (08:40), it’s flash PMIs, Norway and German GDP, German IFOs, and German producer prices. Then it’s the latest from Asia (14:56), with the Bank of Korea, Bank Indonesia, China LPR, Singapore and Tokyo CPI as well as global markets all to discuss.

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 (01:28), we have the FOMC minutes, retail sales, manufacturing and housing stats. In Europe (04:54), it’s the Norges bank, UK CPI, labour markets, retail sales, German ZEWs, Euro IP and Sweden CPI. Then it’s the latest from Asia (11:00), with the RBNZ, BSP meetings, Australia labour market, Japan and India CPI, as well as global markets all to discuss.