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Nomura – The Week Ahead

Latest episodes

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May 19, 2023 • 25min

The Week Ahead – FOMC Minutes, Flash PMIs, UK CPI, RBNZ, BI and BOK 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 (01:43) we have the debt ceiling, FOMC minutes, core PCE and UoM. In Europe (11:40), it’s the big flash PMI week, consumer confidence, IFOs and UK CPI and retail sales. Then it’s the latest from Asia (19:20) with the RBNZ, BI and BOK meetings, Tokyo CPI, as well as the macro notes of the week to discuss (08:16). 
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May 12, 2023 • 29min

The Week Ahead – Mixed US Growth Signals, Tight Debt Limit Talks, Turkey Elections 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 (01:25), we have retail sales, regional fed surveys, banking stocks under pressure, debt limit talks and Canadian CPI. In Europe (13:10), it’s the German ZEWs and PPI, UK Labour markets, Turkey’s elections and Sweden inflation. Then it’s the latest from Asia (24:30), with China’s retail sales, RBA minutes, Japan CPI and as well as the macro notes of the week (08:50).
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Apr 28, 2023 • 32min

The Week Ahead – Is it the Last Hike from the Fed? US NFP, ECB, Norges and China PMIs

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 (01:40), we have the May FOMC meeting, ISM, NFP and JOLTs. In Europe (12:30), it’s the ECB, Norges bank, Euro and Swiss CPI. Then it’s the latest from Asia (26:00), with China PMIs, the RBA, Malaysia’s BNM, Thailand CPI, as well as our global macro notes of the week (06:30). 
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Apr 21, 2023 • 30min

The Week Ahead – US GDP, Debt Limit Concerns, Euro Flash CPI, Riksbank and the BOJ 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, we have debt limit concerns, ECI, GDP, regional Fed surveys and banking flows. In Europe it’s flash CPI in Germany, France and Spain, the German IFO and the Riksbank meeting. Then it’s the latest from Asia with the BOJ meeting, Australia, Singapore and Tokyo CPI, as well as global markets all to discuss.
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Apr 14, 2023 • 33min

The Week Ahead – Flash PMIs, UK, NZ and Japan CPI, Bank Indonesia and US Banking Flows

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 we have flash PMIs, Empire State, Philly Fed, Canada CPI and US bank lending flows to track. In Europe it’s the German ZEWs, UK CPI, labour markets and flash PMIs too. Then it’s the latest from Asia with the BI meeting, China IP, RBA minutes, NZ and Japan CPI, as well as global markets all to discuss.
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Apr 6, 2023 • 34min

The Week Ahead – Inflation (US, China, India, Norway, Sweden) and Central Banks (BOC, BOK, MAS)

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 we have CPI, retail sales, banking flows and the Bank of Canada. In Europe it’s the Euro Sentix, UK RICs, Norway and Sweden CPI. Then it’s the latest from Asia with the BOK, MAS, China & India CPI, Japan and Australia labour markets, as well as global markets all to discuss.
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Mar 31, 2023 • 24min

The Week Ahead – US Jobs, Banking Flows, PMIs and the RBA, RBNZ, RBI 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 and Canada, it’s all about jobs with NFP, ADP, JOLTs and ISM. With banking data worth tracking too. In Europe it’s Euro Area PPI, Swiss CPI, and PMIs for Sweden, Norway, Italy and Switzerland. Then it’s the latest from Asia with the RBA, RBNZ and RBI meetings, Korea, Thailand and Indonesia CPI, as well as global markets all to discuss.
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Mar 24, 2023 • 28min

The Week Ahead – Euro, Australia and Tokyo CPI, China PMIs, Bank of Thailand and US PCE Inflation

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 it’s PCE inflation, consumer confidence, GDP, Chicago PMI, Dallas Fed and UoM inflation expectations. In Europe it’s Flash CPI, German IFOs, UK mortgage approvals and Sweden’s economic tendency survey. Then it’s the latest from Asia with China PMIs, the BOT, Australia and Tokyo CPI, as well as global markets all to discuss.
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Mar 17, 2023 • 22min

The Week Ahead – What will the Fed do? BOE, SNB, BSP, Norges and Flash PMIs

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 it’s the FOMC meeting, will they cut rates? Flash PMIs, durable goods orders and Canadian CPI. In Europe it’s the BOE, SNB and Norges bank. Flash PMIs, German ZEWs, PPI and UK CPI. Then it’s the latest from Asia with the BSP meeting, Japan and Singapore CPI and Global markets all to discuss
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Mar 10, 2023 • 26min

The Week Ahead – ECB 50bps, US CPI, UK Budget Day and Japan’s Wage Negotiations

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 it’s all about CPI, PPI and retail sales. In Europe it’s the ECB meeting, final CPI figures, the UK budget, Labour markets and inflation expectations. Then it’s the latest from Asia with Japan’s Shunto wage negotiations, and Global markets all to discuss.

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