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 (01:46), we have CPI, PPI, NFIB, consumer lending data, the UoM and the trade balance. In Europe (09:40), it’s the Euro Area Sentix survey, Norway CPI, Swiss FX reserves and the ECB’s consumer expectations survey. Then it’s the latest from Asia (18:33), with the RBI meeting, China CPI and lending data, the BOJ’s MPM opinion summary as well as global macro notes of the week all to discuss (04:57).

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 (01:38), we have NFP, ADP, JOLTs, durable goods, challenger job cuts and regional surveys. In Europe (07:51), it’s the BOE and OPEC+ JMMC meetings, flash Euro and Swiss CPI, Sweden and Norway PMIs and the BOE decision maker panel. Then it’s the latest from Asia (17:27), with the RBA and BOT meetings, China PMI, Korea exports and CPI, as well as macro notes of the week all to discuss (03:46). 

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 (01:38) we have the FOMC meeting, PCE, GDP, ECI, PMIs, consumer confidence and durable goods. In Europe (11:00) it’s the ECB meeting, flash PMIs, German CPI, IFOs and confidence, Sweden PPI and UK CBI. Then it’s the latest from Asia (15:16) with the BOJ and BI meetings, Australia and Singapore CPI as well as macro notes of the week all to discuss (07:37).

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 Retail sales, IP, the Empire manufacturing and Philadelphia Fed surveys as well as Canadian CPI. In Europe (04:16) it’s UK CPI, retail sales, Rightmove house prices, CBI trends, German PPI and Euro zone confidence measures. Then it’s the latest from Asia (09:10) with Japan and NZ CPI, RBA minutes, China GDP 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 (01:19), we have US CPI, PPI, consumer credit, small business optimism and the BOC. In Europe (07:17), it’s the sentix survey, German ZEWs, UK employment, Sweden and Norway CPI. Then it’s the latest from Asia (13:24), with the RBNZ, BOK, China and India 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 (01:42) we have NFP, JOLTs, ADP, FOMC minutes, Challenger job cuts, ISM and independence day. In Europe (14:55) it’s Norway and Sweden PMIs, the UK DMP, Swiss CPI, Euro PPI, German factory orders and Industrial production. Then it’s the latest from Asia (21:52) with the RBA and BNM meetings, inflation from Korea, Thailand, Philippines and Indonesia 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 (01:35), we have consumer focused data with durable goods and consumer confidence but also PCE inflation. In Europe (05:36), it’s Euro Area flash inflation, the ECB’s Sintra and Sweden’s Riksbank meeting along with German IFOs. Then it’s the latest from Asia (12:00), with China PMIs, Tokyo CPI and Korea IP, 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 (01:25), we have flash PMIs, any “hawkish hold” fed speak and the Philadelphia Fed non-manufacturing. In Europe (08:25), it’s the BOE, SNB and Norges bank meetings, UK CPI, retail sales, flash PMIs and German PPI. Then it’s the latest from Asia (16:55), with Japan CPI, the BSP and BI meetings, as well as the macro notes of the week to discuss (04:50). 

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 ISM services, the Manheim used vehicle value index, April consumer credit as well as the Bank of Canada meeting. In Europe (12:02), it’s the Euro Sentix, peripheral PMIs, Swiss and Norway CPI, the OPEC meeting and UK RICs house prices. Then it’s the latest from Asia (23:20), with China CPI, the RBA and RBI meetings as well as the macro notes of the week to discuss (07:20).  

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 (01:09), we have employment, ISM, Fed speakers and tense debt ceiling negotiations. In Europe (11:36), it’s flash Euro inflation, Scandi PMIs and big changes to the BOE call.  Then it’s the latest from Asia (19:43), with China PMIs, the BOT meeting, Aussie CPI, Japan labour data, as well as the macro notes of the week to discuss (05:20).