At Nomura, we’re always looking for opportunities born out of connected ideas. Whether they are found in emerging markets or empowered by new technologies, focused on Japan, sharpened by digitization or dedicated to managing volatility. Nomura connects these influences, in fresh and surprising ways, and combines them with the latest thinking to help our clients maintain their business advantage. Nomura's podcast series explores the latest trends in markets with weekly updated episodes where our key economists, researchers and investors discuss current events. (The information on the podcasts is subject to a disclaimer at the end of each podcast. Please ensure that you listen to the disclaimer, and go to https://www.nomuraholdings.com/policy/terms.html for further information about Nomura).
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.
2/23/2024 • 15 minutes, 16 seconds
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.
2/16/2024 • 16 minutes, 44 seconds
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.
2/9/2024 • 14 minutes, 35 seconds
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.
2/2/2024 • 16 minutes, 42 seconds
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.
1/26/2024 • 15 minutes, 55 seconds
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.
1/19/2024 • 16 minutes, 14 seconds
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.
1/12/2024 • 17 minutes, 44 seconds
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.
1/5/2024 • 17 minutes, 19 seconds
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.
12/15/2023 • 14 minutes, 33 seconds
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.
12/8/2023 • 19 minutes, 56 seconds
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.
12/1/2023 • 19 minutes, 24 seconds
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.
11/24/2023 • 17 minutes, 13 seconds
The Week Ahead – FOMC Minutes, UK Autumn Statement, Japan CPI and Riksbank 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 (01:30), 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.
11/17/2023 • 21 minutes, 53 seconds
The Week Ahead – BOK and BI Meetings, Japan, UK, Canada and New Zealand CPI, US Retail Sales 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 (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).
10/13/2023 • 21 minutes, 4 seconds
The Week Ahead – US, China and India CPI, FOMC and ECB Minutes, UK RICS and China Credit 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 (01:50), 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).
10/6/2023 • 30 minutes, 19 seconds
The Week Ahead – US Shutdown, ISM, ADP, RBA, RBNZ and RBI Meetings, China PMIs, Korea, Indonesia, Taiwan and Thailand 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 (02:04), 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.
9/29/2023 • 28 minutes, 58 seconds
The Week Ahead – US PCE, CPI from the Euro Area, Tokyo, Singapore, HK and Australia, China PMIs and the BOT 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 (01:56), 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.
9/22/2023 • 30 minutes, 57 seconds
The Week Ahead – The BIG Central Bank Week (US, UK, JN, SW, SZ, NO, ID, PH, TA), UK and Japan CPI, Flash PMIs, Korean Exports
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).
9/15/2023 • 25 minutes, 18 seconds
The Week Ahead – Will the RBA Remain On Hold? Could Inflation in Asia Bounce?
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).
9/1/2023 • 29 minutes, 58 seconds
The Week Ahead – US Jobs, PCE and ISM, Euro Flash Inflation and Lending Data, China PMIs and Korean Exports
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).
8/25/2023 • 19 minutes, 5 seconds
The Week Ahead – Jackson Hole, Bank of Korea, Bank Indonesia, Flash PMIs and Tokyo 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 (01:56), 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.
8/18/2023 • 20 minutes, 50 seconds
The Week Ahead – FOMC Minutes, UK, India and Sweden CPI, Norges Bank
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.
8/11/2023 • 17 minutes, 36 seconds
The Week Ahead – CPI in the US, Norway and China, Euro Sentix, RBI Meeting and Japan’s MPM
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).
8/4/2023 • 26 minutes, 2 seconds
The Week Ahead – BOE, RBA and BOT Meetings. US NFP, Euro and Swiss CPI, China, Norway and Sweden 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 (01:38), 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).
7/28/2023 • 22 minutes, 49 seconds
The Week Ahead – FOMC, ECB, BOJ, BI Policy Meetings. Flash PMIs, German, Australia, Tokyo and Singapore 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 (01:38) 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).
7/21/2023 • 23 minutes, 16 seconds
The Week Ahead – US retail sales, GBP, JPY, NZD and CAD CPI, China GDP and German PPI
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.
7/14/2023 • 14 minutes, 6 seconds
The Week Ahead – CPI in the US, China, India, Sweden and Norway and BOC, BOK, RBNZ 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 (01:19), 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.
7/7/2023 • 21 minutes, 42 seconds
The Week Ahead – US Jobs, RBA, BNM meetings, inflation in SZ, KR, PH, TH, ID and Scandi 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 (01:42) 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.
6/30/2023 • 29 minutes, 30 seconds
The Week Ahead – Will Euro Area Inflation Bounce Back? Is the Riksbank Nearly Done? US PCE, China PMIs and ECB Sintra
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.
6/23/2023 • 21 minutes, 42 seconds
The Week Ahead – Will Fedspeak Boost July’s Pricing? Flash PMIs, BOE, SNB, Norges, BSP and BI Central Bank 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 (01:25), 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).
6/16/2023 • 21 minutes, 20 seconds
The Week Ahead – The OPEC, BOC, RBA and RBI Meetings, China, Swiss and Norway 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 (01:28), 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).
6/2/2023 • 31 minutes, 34 seconds
The Week Ahead – Will US Debt Talks do the Unthinkable? Flash Euro CPI, China PMIs and the Bank of Thailand
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).
5/26/2023 • 28 minutes, 56 seconds
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).
5/19/2023 • 24 minutes, 48 seconds
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).
5/12/2023 • 28 minutes, 38 seconds
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).
4/28/2023 • 32 minutes, 27 seconds
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.
4/21/2023 • 29 minutes, 40 seconds
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.
4/14/2023 • 32 minutes, 33 seconds
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.
4/6/2023 • 33 minutes, 57 seconds
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.
3/31/2023 • 24 minutes, 15 seconds
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.
3/24/2023 • 27 minutes, 47 seconds
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
3/17/2023 • 21 minutes, 35 seconds
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.
3/10/2023 • 25 minutes, 40 seconds
The Week Ahead – US Labour, China NP, BOJ, RBA, BOC and BNM Central Bank 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 a range of labour market data with NFP, ADP and JOLTs, the Bank of Canada meeting and a question on whether US data will continue to surprise. In Europe, it’s the Euro Sentix survey, retail sales, Norway CPI, UK trade and RICs house prices. Then it’s the latest from Asia with China’s national people’s congress, BOJ, BNM and RBA meetings, and global markets all to discuss.
3/3/2023 • 33 minutes, 33 seconds
The Week Ahead – Can US Data Keep Surprising Higher? Flash Euro Inflation 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 we have ISM manufacturing and services, durable goods orders, consumer confidence and trade data. In Europe, it’s Euro area flash CPI, confidence surveys, unemployment and PPI. As well as UK shop prices, consumer credit and inflation expectations. Then it’s the latest from Asia with Tokyo CPI, China PMIs, Korean exports and global markets all to discuss.
2/24/2023 • 34 minutes, 53 seconds
The Week Ahead – Will Flash PMIs Prove The Market Narrative Right?
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 the FOMC minutes, PCE, UoM, Chicago Fed PMIs and GDP. In Europe it’s flash PMI week, will the growth rebound continue? As well as ZEWs, IFOs, consumer confidence and UK CBI trends. Then it’s the latest from Asia with Japan CPI, the RBNZ and the BOK meetings all to discuss.
2/16/2023 • 29 minutes, 44 seconds
The Week Ahead – US CPI, Will It Come in Hot?
In this episode of our Week Ahead podcast series, we look at the main themes that will drive global markets over the coming week. In the US it’s all about US CPI – it will set the narrative for the month, along with retail sales, PPI, NFIB and Empire manufacturing. In Europe it’s the UK data week with CPI, labour market and retail sales as well as Euro industrial production. Then it’s the latest from Asia with the BSP and BI meetings, the new BOJ governor announcement in the works, Australian labour data and global markets all to discuss.
2/10/2023 • 25 minutes, 1 second
The Week Ahead – The RBA and RBI Meetings, US Car Price Deflation or Animal Spirits?
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s used vehicle prices, the University of Michigan survey, Fedspeak and the senior loan officer survey. In Europe we’ve got the Riksbank, The Euro sentix, UK BRC and RICS housing data as well as a delayed German CPI. Then it’s the latest from Asia with the RBA, RBI meetings, China CPI and global markets all to discuss.
2/3/2023 • 31 minutes, 49 seconds
The Week Ahead – The Big Three: FOMC, ECB, BOE Meetings
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s the Fed meeting, expect 25bps but how soon will hikes come to an end? Data wise we have NFP, ADP, ISM and JOLTS too. In Europe we’ve got both the ECB and the BOE meetings, important CPI data and energy prices creating risks to the European growth rebound. Then it’s the latest from Asia and global markets all to discuss.
1/25/2023 • 25 minutes, 42 seconds
The Week Ahead – Will European Growth Bounce Back?
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s PCE inflation, PMIs and GDP before the upcoming February FOMC meeting. In Europe it’s all about whether growth bounces back in IFOs and PMIs as well Labour strikes. The macro notes of the week have AUD CPI in focus, the latest from Asia and global markets is all to discuss.
1/20/2023 • 24 minutes, 11 seconds
The Week Ahead – Does the Risk of High Wage Gains Equal Big Moves from the BOJ?
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s Empire manufacturing, retail sales, PPI, Industrial production, Philadelphia Fed and Fed speakers. In Europe it’s German ZEWs, UK labour, CPI, retail sales and RICs housing data. Then we mix things up this week and share a few key macro notes from the team (with the BOJ in focus), the latest from Asia and Global markets all to discuss.
1/13/2023 • 33 minutes, 25 seconds
The Week Ahead – 06 January 2023
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s arguably the most important event of the month with US CPI, the NFIB survey and UoM sentiment. In Europe it’s the Sentix survey, industrial production, UK BRC retail sales and the trade balance. Then it’s Australian and China inflation, China trade data, their COVID-19 moves and the current state of global markets all to discuss.
1/6/2023 • 26 minutes, 10 seconds
The Week Ahead – 09 December 2022
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s CPI, retail sales, NFIB, PMIs and the Fed meeting. In Europe it’s the big week of the year with the meetings of ECB, BOE, SNB and Norges as well as global PMIs and UK CPI. Then it’s the latest in a wave of Russian attacks in Ukraine, the energy price cap on oil, the relaxing of China COVID-19 measures and the current state of global markets all to discuss.
12/9/2022 • 26 minutes, 31 seconds
The Week Ahead – 02 December 2022
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s ISM services, PPI the trade balance and the University of Michigan survey. In Europe the focus is on OPEC+, EU oil sanctions, the Sentix survey, falling UK house prices and pockets of credit stress. Then it’s the RBA and RBI meetings, the relaxing of China COVID-19 measures and the current state of global markets all to discuss.
12/2/2022 • 26 minutes, 31 seconds
The Week Ahead – 25 November 2022
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s a speech from Chair Powell, NFP, JOLTs, ADP, Chicago PMI and ISM. In Europe the focus is on inflation and whether it will surprise us once again along with a focus on union negotiations. Then it’s critical energy infrastructure being hit in Ukraine and supply side problems building elsewhere, the rise of China COVID-19 cases and the current state of global markets all to discuss.
11/25/2022 • 28 minutes, 37 seconds
The Week Ahead – 18 November 2022
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s the FOMC minutes, Durable goods, PMIs and Fed speakers. In Europe it will be German PPI and IFO, flash PMIs, UK CBI trends and ECB speakers. Then it’s a potential hike at the Riksbank and RBNZ meeting, escalations in Ukraine, China COVID concerns and the current state of Global markets all to discuss.
11/18/2022 • 24 minutes, 35 seconds
The Week Ahead – 11 November 2022
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s PPI, retail sales, the Phili Fed, industrial production and Canada’s CPI. In Europe it will be German ZEWs and a big week for the UK with the fiscal update, CPI and labour market figures. Then it’s Japan’s CPI, the G20 summit, Russian retreat in Ukraine, China COVID concerns and the current state of global markets all to discuss.
11/11/2022 • 33 minutes, 18 seconds
The Week Ahead – 4 November 2022
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, it’s all about CPI, the University of Michigan survey and the US midterms. In Europe it will be the Sentix data, ECB speakers and the aftermath of the dovish BOE. Then it’s the threat of Russian escalation in Ukraine, rising lockdown measures in China and the current state of global markets all to discuss.
11/4/2022 • 28 minutes, 12 seconds
The Week Ahead – 28 October 2022
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, it’s the Fed meeting – will they signal a slowdown in hikes to come? In Europe, it will be the BOE meeting, flash inflation and unemployment figures. Then we have FX intervention in Japan, the RBA meeting, the threat of Russian escalation in Ukraine, rising lockdown measures in China and the current state of Global markets all to discuss.
10/28/2022 • 41 minutes, 34 seconds
The Week Ahead – 21 October 2022
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s PCE, ECI, University of Michigan, flash PMIs and the Bank of Canada meeting. In Europe it will be flash PMIs, flash German CPI, German IFOs, Economic confidence indices and the all-important ECB meeting. In Ukraine a new push is underway, we have Australian CPI, the Bank of Japan, the new Chinese Politburo Standing Committee members debut and the current state of global markets all to discuss.
10/21/2022 • 34 minutes, 46 seconds
The Week Ahead – 14 October 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s the SPR release decision, Fed members’ reaction to CPI and growth surveys. In Europe it’s German ZEWs, consumer confidence, the current account, fuel shortages in France, UK CPI and the risks of defaults. In Ukraine we wait to see the next escalation. We also take note of fresh China-US tensions, events in Asia and the current state of global markets all to discuss.
10/14/2022 • 40 minutes, 23 seconds
The Week Ahead – 7 October 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s inflation week, arguably the most important data point of the month to see if core inflation slows down. In Europe it’s about the growth data, politics and energy prices with the market wondering if the UK is the canary in the coalmine. In Japan the question is if we see more FX intervention, how far will the push in Ukraine go, events in Asia and the current state of Global markets all to discuss
10/7/2022 • 38 minutes, 12 seconds
The Week Ahead – 30 September 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have NFP, ISM, PMIs, Factory orders and Fed speakers. In Europe we have an energy policy summit, OPEC, Euro PPI and the UK in a state of flux. Then we’ll discuss the RBA, RBNZ, the situation in Ukraine, events in Asia and the current state of global markets.
9/30/2022 • 29 minutes, 50 seconds
The Week Ahead – 16 September 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have the PMIs and the Fed meeting – will they hike by 100bps? In Europe we have a lot of central banks; the BOE, Norges, Riksbank and the SNB. We also have the UK’s mini budget, PMIs and Italian political risks to consider too. Then we’ll discuss the possible JPY intervention at the BOJ meeting, the energy crisis, events in Asia and the current state of global markets.
9/16/2022 • 31 minutes, 33 seconds
The Week Ahead – 26 August 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have ISM manufacturing, ADP, NFP, consumer confidence and Chicago PMI. In Europe we have Flash CPI, producer prices, growth surveys, employment figures and UK borrowing numbers. Then it’s the energy crisis, Russia, events in Asia and the current state of Global markets all to discuss.
8/26/2022 • 29 minutes, 22 seconds
The Week Ahead – 19 August 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have the Jackson hole meeting, core PCE, PMIs, Durable goods and inflation expectations. In Europe it’s the big survey week with PMIs, consumer and business confidence indices as well as political moves. Then it’s the energy crisis, droughts, Ukraine’s counter offensive, events in Asia and the current state of Global markets all to discuss.
8/19/2022 • 33 minutes
The Week Ahead – 12 August 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have the FOMC minutes, Industrial production, US housing starts and retail sales. In Europe it’s a big week for UK data with the labour market report and inflation. As well as ZEW and German PPI as well as the Norges bank meeting. Then it’s the energy crisis, droughts, Ukraine’s counter offensive, events in Asia and the current state of Global markets all to discuss.
8/12/2022 • 34 minutes, 1 second
The Week Ahead – 5 August 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have the important CPI and PPI numbers as well as consumer sentiment and Fed speakers. In Europe we have the Sentix survey, industrial production, UK house prices and retail sales. Then it’s the energy crisis, Ukraine’s counter offensive, events in Asia and the current state of Global markets all to discuss.
8/5/2022 • 35 minutes, 32 seconds
The Week Ahead – 29 July 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have NFP, Factory orders, ISM manufacturing and Fed speakers. In Europe we have the BOE meeting – will they accelerate rate hikes? Along with Euro PPI and German Factory orders. Then it’s the RBA and RBI meetings, Russia’s Nordstream moves, China’s Caixin PMI, events in Asia and the current state of Global markets all to discuss.
7/29/2022 • 34 minutes, 28 seconds
The Week Ahead – 22 July 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have the Fed meeting - will they hike 100bps? US PCE, Q2 GDP, Chicago PMI and consumer confidence. In Europe we have flash CPI, IFO and consumer confidence. Italian political dramas, droughts and markets reacting to the ECB. Then it’s Australia CPI and Tokyo CPI, the events in Asia and the current state of Global markets all to discuss.
7/22/2022 • 37 minutes, 48 seconds
The Week Ahead – 15 July 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have the manufacturing PMIs, housing data and markets in a Fed blackout period waiting to see if we get a 100bps rate hike. In Europe we have the ECB meeting, consumer confidence and PMIs, Russia Grain negotiations, the Nordstream 1 shutdown risk, a UK Prime minister leadership race and UK CPI. Then it’s the BI and BOJ meetings along with Japan CPI, the RBA minutes, Canada CPI, events in Asia and the current state of Global markets all to discuss.
7/15/2022 • 33 minutes, 29 seconds
The Week Ahead – 07 July 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have CPI, inflation expectations, retail sales and Fed speakers. We also expect hikes from the Bank of Canada and RBNZ too. In Europe we have the Nordstream 1 shutdown risk, a UK Prime minister leadership race, movements in Ukraine, German ZEWs and key UK housing surveys. In Japan we have the upper house election, a correlation breakdown in JPY, events in Asia and the current state of Global markets all to discuss
7/8/2022 • 42 minutes, 15 seconds
The Week Ahead – 01 July 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have the FOMC minutes, ISM services, NFP and political tensions. In Europe we the Sentix survey, PPI, retail sales, ECB speakers and ECB accounts. UK strikes, NI protocol tensions and BOE speakers. We then have the RBA meeting, the situation in Ukraine, events in Asia and the current state of Global markets all to discuss.
7/1/2022 • 36 minutes, 12 seconds
The Week Ahead – 24 June 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US the focus will be on monthly core PCE inflation and the June Chicago PMI and ISM manufacturing surveys. In Europe we have flash CPI and consumer confidence. Along with the potential for political moves in the UK after by-elections and rail strikes. We than have the situation in Ukraine, events in Asia and the current state of Global markets all to discuss.
6/24/2022 • 33 minutes, 59 seconds
The Week Ahead – 17 June 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have Chair Powell’s testimony, flash PMIs and many other Fed speakers. In Europe we have collapsing gas flows to consider and the extreme moves in EGBs, UK CPI and German PPI, lots of survey data and BOE speakers too. We then have Japanese and Canadian CPI, the Bank Indonesia, the situation in China and the current state of global markets all to discuss.
6/17/2022 • 32 minutes, 12 seconds
The Week Ahead – 10 June 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have the FOMC meeting, US retail sales and industrial production. In Europe we have political uncertainty in the UK, the BOE meeting, the battle for Ukraine, German ZEWs and final CPI. We then have a focus on the JPY into the BOJ meeting, the situation in China and the current state of Global markets all to discuss.
6/10/2022 • 41 minutes, 1 second
The Week Ahead – 27 May 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we have Non-farm payrolls, ISM and the last of Fed speakers before the blackout period. In Europe, we have flash inflation figures and ECB speakers, the UK’s spending plans and an intensification of the fight in Ukraine. We then have the BOC, lockdowns in China and the current state of Global markets all to discuss.
5/27/2022 • 37 minutes, 53 seconds
The Week Ahead – 20 May 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have core PCE, May PMIs, FOMC minutes and Fed speakers. In Europe we have a big survey week with IFOs, flash PMIs and consumer confidence and the Partygate report. We then have Japanese inflation, the RBNZ, Australian elections the lockdowns in China and the current state of Global markets all to discuss.
5/20/2022 • 30 minutes, 31 seconds
The Week Ahead – 13 May 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have retail sales, many fed speakers to watch and markets attempting to price the combination of higher inflation, but lower growth concerns. In Europe we have the big UK data week with CPI, retail sales and labour markets. European consumer confidence and producer prices to track and the natural gas crisis escalation. We then discuss the lockdowns in China, events in Asia the and current state of Global markets.
5/13/2022 • 29 minutes, 18 seconds
The Week Ahead – 06 May 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we have April CPI and the potential for Fed speakers to re-set the narrative. In Europe we have Russia’s victory day parade, German ZEWs and the Sentix survey. We then have the lockdowns in China, events in Asia the and current state of Global energy markets all to discuss.
5/6/2022 • 26 minutes, 48 seconds
The Week Ahead – 29 April 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we’ll be focused squarely on the Fed meeting as well as NFP, ISM and JOLTs data. In Europe we have the threat of gas supplies bring cut off, the Bank of England, Euro area producer price inflation and central bank speakers. We then have the RBA meeting, lockdowns in China, key data and the current state of Global energy markets all to discuss.
4/29/2022 • 29 minutes, 26 seconds
The Week Ahead – 22 April 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we’ll be tracking Core PCE, the Q1 employment cost index and university of Michigan survey. In Europe we have April’s flash inflation figures, German IFO, hawkish ECB speakers, Boris Johnson’s leadership in doubt and French elections too. We then have lockdowns in China, the BOJ, key data the and current state of Global energy markets all to discuss.
4/22/2022 • 27 minutes, 31 seconds
The Week Ahead – 14 April 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we'll be watching for any signs of a slowdown in flash Markit US PMIs and the US housing sector. Whilst Fedspeak will likely set the stage for a 50bp rate hike and a balance sheet runoff announcement. In Europe we'll be tracking how survey data react to the Russia-Ukraine conflict, French election polls and the potential for more party gate fines for Boris Johnson. We then have lockdowns in China to discuss, the key data and current state of Global energy markets too.
4/14/2022 • 32 minutes, 41 seconds
The Week Ahead – 08 April 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we’ve got CPI, retail sales, industrial production and several Fed speakers. In Europe we have the French elections, Russia sanctions, the ECB meeting and UK inflation. We then have the BOC, the RBNZ and MAS meetings, lockdowns in China and current state of Global energy markets.
4/8/2022 • 34 minutes, 35 seconds
The Week Ahead – 01 April 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we have the FOMC minutes and Fed speakers. In Europe the focus remains on Russia-Ukraine ceasefire talks, but we also have the Sentix, ECB minutes, PPI and thoughts on the French elections ahead. Finally, we take a look at the energy market situation, Global COVID-19 trends and the current lockdowns in China too.
4/1/2022 • 32 minutes, 13 seconds
The Week Ahead – 25 March 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we have NFP, core PCE inflation to watch along with Fed speakers. In Europe we have flash inflation for March and growth surveys. But also we wait to see if RUB payments for energy go ahead or if this leads to Russia shutting off supply to Europe. Then we have the potential for a surprise from the OPEC meeting. JPY depreciation risks, Australia’s budget, Global COVID-19 trends, the Bank of Thailand and Chinese PMI all to watch out for.
3/25/2022 • 35 minutes, 56 seconds
The Week Ahead – 18 March 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we’ll be tracking Fed speakers with seven participants forecasting at least one 50bp rate hike this year. In Europe we’ll be watching out for ceasefire talks, the potential for a Russia dollar bond default, the UK’s spring statement, CPI and a host of growth surveys. In Japan there is a risk we may hear more from officials on currency weakness, whilst we track the potential for more supply from OPEC, Global COVID-19 trends the potential for an LPR cut from China and the BSP meeting ahead.
3/18/2022 • 28 minutes, 58 seconds
The Week Ahead – 11 March 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, it will be the March FOMC meeting, will they hike by 25bps or by 50? In Europe the big focus will be on Ukraine and Russia and the impact on energy markets. But we also have the BOE meeting and the potential for a hike and ECB watchers forum to watch. In Australia we have the RBA board minutes then Global COVID-19 trends, the Bank Indonesia meeting and China’s activity data ahead.
3/11/2022 • 30 minutes, 51 seconds
The Week Ahead – 25 February 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, it will be busy with Fedspeak, NFP and ISM surveys, and Geopolitics. In Europe a big focus will be on Russia/Ukraine and the potential for more violence and sanctions, but also Euro area flash inflation and what the rise in oil means for CPI ahead. Finally, The RBA meeting, The Bank of Canada, COVID-19 trends and the events in Asia ahead.
2/25/2022 • 28 minutes, 5 seconds
The Week Ahead – 18 February 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, it’s a holiday shortened week but we have core PCE, Inflation expectations and key Fed speakers. In Europe a big focus will be on Russia/Ukraine tensions, but also surveys such as the PMIs. Finally, a look at BOJ JGB purchases, the RBNZ meeting, the energy crisis, COVID-19 trends and the events in Asia ahead.
2/18/2022 • 29 minutes, 45 seconds
The Week Ahead – 11 February 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, after the stronger than expected CPI we’re watching Fed speakers, the FOMC minutes and US retail sales. In Europe a big focus will be on UK inflation, growth surveys in Europe and tensions with Russia. Finally, a look at BOJ JGB purchases, Australian RBA minutes, the energy crisis, COVID-19 trends and the events in Asia ahead.
2/11/2022 • 22 minutes, 17 seconds
The Week Ahead – 28 January 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we have key January data with US NFP, ISM and Fed speak to watch. In Europe we have the ECB and BOE meetings along with Euro flash inflation for January and OPEC talks. Finally, a quick wrap-up on the state of the energy crisis, Russia/NATO talks, COVID-19 trends and events in Asia.
1/28/2022 • 34 minutes, 6 seconds
The Week Ahead – 21 January 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we have the key FOMC meeting, PCE inflation and Labour costs. Plus the Bank of Canada meeting too. In Europe we are focused on Italian politics, the future of Boris Johnson and growth surveys . Finally, a quick wrap-up on the state of the energy crisis, Russia/NATO talks, COVID-19 trends and events in Asia.
1/21/2022 • 24 minutes, 31 seconds
The Week Ahead – 14 January 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we have a relatively quiet week with the Fed’s blackout period so Omicron trends may dominate. In Europe we have a lot of key UK data as well as European growth surveys. We also discuss what might happen to Boris Johnson with the release of a politically important report. Finally, a quick wrap-up on the state of the energy crisis, Russia/NATO talks, COVID-19 trends and events in Asia.
1/14/2022 • 27 minutes, 29 seconds
The Week Ahead – 07 January 2022
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we will see how Chair Powell and Governor Brainard sum up the outlook for rates in Senate hearings in a week with CPI due. In Europe we have a bunch of data and politics to watch out for, the Russia/NATO meeting will drive headlines. Finally, a quick wrap-up on the latest Covid-19 trends, events in Asia, and data releases to watch.
1/7/2022 • 26 minutes, 48 seconds
The Week Ahead – 10 December 2021
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we find out if the Fed will accelerate their tapering of QE. In Europe the key question is whether the BOE will hike and if the ECB will deliver a hawkish tone. Also, we’re watching a European energy crisis unfold, Geopolitical tensions, events in Asia, and the key data releases to watch.
12/10/2021 • 31 minutes, 26 seconds
The Week Ahead – 03 December 2021
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we see November’s CPI and we’ll be watching out for the BOC and RBA meetings. In Europe we’ll be watching for December’s Sentix, German’s ZEWs and UK inflation expectations. Lastly, we'll discuss potential for early lab results on the Omicron variant, events in Asia, and the key data releases to watch.
12/3/2021 • 20 minutes, 35 seconds
The Week Ahead – 26 November 2021
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we see how strong the US labour market is with NFP, Chair Powell’s testimony and Congress return from recess. In Europe, we’ll be watching inflation and the risk of lockdowns but we also have an energy crisis getting worse along with political implications. And finally, a quick wrap-up on the latest Covid-19 trends, events in Asia, and data releases to watch.
11/26/2021 • 25 minutes, 7 seconds
The Week Ahead – 19 November 2021
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we will see who President Biden picks as Fed Chair, the FOMC minutes and how high US PCE inflation will go. In Europe it’s all about the PMIs and whether the growth slowdown continues as well as German coalition talks. In New Zealand we have the RBNZ meeting, we’re tracking tensions with Russia as well as COVID-19 trends and events in Asia
11/19/2021 • 28 minutes, 51 seconds
The Week Ahead – 12 November 2021
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we’re asking what the higher inflation print will mean for fed speakers, whether Biden will choose Powell or Brainard as Fed chair, if strength in retail sales and industrial production hold up and whether the House will pass the build back better act next week. In Europe we’ll be watching out for UK CPI, the odds of an article 16 trigger and Russian gas supplies Finally, a quick wrap-up on the latest Covid-19 trends, events in Asia, and data releases to watch.
11/12/2021 • 24 minutes, 57 seconds
The Week Ahead – 05 November 2021
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, we will see how Fed members characterise the recent decision to taper and have inflation data with an acceleration due thanks to used car prices. In Europe there is a big focus on what BOE members will say next week but also whether Russia will eventually increase Gas supplies or not. Finally, a quick wrap-up on the latest Covid-19 trends, events in Asia, and data releases to watch.
11/5/2021 • 20 minutes, 21 seconds
The Week Ahead – 29 October 2021
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US our focus will be on the Fed’s November FOMC meeting, and the NonFarm Payrolls. Next we are keeping an eye on the BoE, Norges Bank, and OPEC meetings, and the Japanese elections. Finally, a quick wrap-up on the latest Covid-19 trends, what to watch of ahead of COP26, the key events in Asia, and the other data releases to watch.
10/29/2021 • 19 minutes, 52 seconds
The Week Ahead – 22 October 2021
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US, the Fed is in the blackout period for the November FOMC meeting, but there are a few important developments worth flagging. In Europe there is the UK’s budget announcement, and ECB meetings, and further afield the Bank of Canada and Bank of Japan meetings to watch too. Finally, a quick wrap-up on the latest Covid-19 trends, events in Asia, and data releases to watch.
10/22/2021 • 23 minutes, 30 seconds
The Week Ahead – 8 October 2021
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US we are watching; the proposed debt limit, infrastructure talks, Powell’s possible reappointment, and US-China relations. Then we look at the recent energy crisis in Europe, German ZEW’s and HICP, Euro industrial production for August, and BoE/ECB speakers. And finally, a quick wrap-up on the latest Covid-19 trends, events in Asia, and data releases to watch.
10/8/2021 • 26 minutes, 11 seconds
The Week Ahead – 1 October 2021
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. First, in the US we're looking out for a number of key indicators to summarise September, including NFP. Next in Europe, we discuss key learnings from the ECB's Sintra conference, then look further afield to other pending Central Bank meetings from the RBA and RBNZ. And finally, a quick wrap-up on the latest Covid-19 trends, events in Asia, and data releases to watch.
10/1/2021 • 17 minutes, 18 seconds
The Week Ahead – 24 September 2021
In this episode of our Week Ahead series, we’ll be looking at the main themes that will drive global markets over the coming week. First, in the US we're looking out for several key indicators summarising September, including NFP. Next in Europe, we discuss key learnings from the recent ECB Sintra conference and then look further afield to the pending RBA and RBNZ meetings. And finally, a quick wrap-up on the latest Covid-19 trends, events in Asia, and data releases to watch.
9/24/2021 • 25 minutes, 50 seconds
The Week Ahead – 17 September 2021
In this episode of our Week Ahead series we’ll be looking at the main themes that will drive Global markets next week. The big focus next week in the US will be the September FOMC meeting where we see a number of hawkish risks across the statement, dots and press conference. Next we look to Europe with the moves in energy markets, and the BOE’s inflation outlook. Then we take a look at the global state of Covid-19, and finally a focus on the data and the key events in Asia.
9/17/2021 • 21 minutes, 29 seconds
The Week Ahead – 10 September 2021
In this episode our Week Ahead series we’ll be looking at the main themes that will drive Global markets next week. In the US our focus will be on the August CPI and retail sales, as well as debt limit talks. In the UK it’s a big week for data with the labor market report, inflation figures, producer price index all due, and in the Euro area there’s discussion on ECB inflation forecast changes. Finally, a focus on the data and the key events in Asia, and an update on Covid-19 and vaccines.
9/10/2021 • 21 minutes, 39 seconds
The Week Ahead – 3 September 2021
In this episode of the Week Ahead series we’ll be looking at the main themes that will drive Global markets. First in the US we are watching out for the Fed’s final thoughts before the September meeting, and the release of the premier part of the Democrats infrastructure bill. Then we discuss the upcoming Central Bank meetings from the ECB, RBA, and BOC. And finally, Covid-19 vaccine passports, events in Asia and the key data ahead to keep on your radar.
9/3/2021 • 19 minutes, 16 seconds
The Week Ahead – 27 August 2021
In this episode of the Week Ahead series we’ll be looking at the main themes that will drive Global markets. In the US, we're watching out for the deceleration in the pace of NFP growth, the fallout from the Fed’s Jackson Hole symposium, and the Democrats' legislative text. In Europe, we have flash inflation and CPI, key ECB speakers, and discuss an outlook for ECB’s PEPP program. Finally, a summary of the key events in Asia, the Covid-19 vaccine rollout slowdown, and other key data to keep on your radar.
8/27/2021 • 15 minutes, 5 seconds
The Week Ahead – 20 August 2021
In this episode of our Week Ahead series we’ll be looking at the main themes that will drive Global markets next week. We’ll be discussing the Fed’s upcoming Jackson Hole Economic Policy Symposium, budget resolutions, and the fallout from Afghanistan. Next in Europe the focus will be on August flash PMIs and the ECB accounts. And finally, a focus on the key events in Asia, a global update on Covid-19 and vaccine boosters, and the key data releases to watch.
8/20/2021 • 22 minutes, 13 seconds
The Week Ahead – 13 August 2021
In this episode of our Week Ahead series we’ll be looking at the main themes that will drive Global markets next week. In the US we’ll be looking out for the FOMC minutes, and Fed speakers such as Jerome Powell. Next we have the release of the UK’s CPI numbers, German election polling, and the potential for a RBNZ rate hike. And finally we look at the global state of Covid-19, other key events in Asia, and the data releases ahead to keep on your radar.
8/13/2021 • 21 minutes, 48 seconds
The Week Ahead – 16 July 2021
In this episode of our Week Ahead series we’ll be looking at the main themes that will drive Global markets next week. In the US we will be watching the flash PMI’s and the developments in infrastructure negotiations. Next we are watching the ECB and BI meetings, and the RBA minutes. Then discuss the commencement of the Tokyo Olympics. And finally we look at the global state of Covid-19, other key events in Asia, and the data releases ahead to keep on your radar.
7/16/2021 • 19 minutes, 50 seconds
The Week Ahead – 9 July 2021
In this episode of our Week Ahead series we’ll be looking at the main themes that will drive Global markets next week. In the US we’ll be watching out for US Fedspeak, Core CPI, inflation expectations, and developments in Congress. In Europe we have developments in the ECB strategy review, and looking further afield to the BOJ and BOC policy meetings. And finally we look at the global state of Covid-19, key events in Asia, and the data releases ahead to keep on your radar.
7/9/2021 • 23 minutes, 36 seconds
The Week Ahead – 2 July 2021
In this episode of our Week Ahead series, in the US, our focus will be on the June FOMC minutes and the ISM services. In Europe we're watching the ECB strategy review and the UK's reopening decision ahead of German ZEW's, then further afield to the RBA meeting. Finally we look at the global state of markets, Covid-19, and the key events and data releases to keep on your radar.
7/2/2021 • 17 minutes, 53 seconds
The Week Ahead - 25 June 2021
In this episode of our Week Ahead series, in the US, our focus will be on the NFP, Fed speakers, and the infrastructure talks. Next, we look to Europe where we have the flash PMI numbers, and some important Central Bankers speaking. Finally we look at the global state of markets, and Covid-19. And the key events and data releases to keep on your radar.
6/25/2021 • 22 minutes, 26 seconds
The Week Ahead – 18 June 2021
In this episode of our Week Ahead series, looking to the US, our focus will be on the multiple Fed speakers, there is also the core PCE inflation, and the PMIs to watch. Next we look to Europe with the ECB speakers and strategy review, then the BOE meeting and the politics to follow. And finally, we take a look at the global state of Covid-19, the other key events in Asia, and the data releases to keep on your radar.
6/18/2021 • 23 minutes, 28 seconds
The Week Ahead – 11 June 2021
In this episode of our Week Ahead series, first we look to the US with the June FOMC meeting, will they discuss tapering and raise their 'dot plot' for fed hikes to come? Next, we have the G7 meeting, the ECB strategy review, UK CPI, the BOJ meeting and RBA minutes. And finally, we take a look at the global state of Covid-19, the other key events in Asia, and the data releases to keep on your radar.
6/11/2021 • 19 minutes, 43 seconds
The Week Ahead – 4 June 2021
In this episode of our Week Ahead series, first we look to the US with the release of CPI data, and what it will mean for the Fed and BOC. Next, we look to Europe with the upcoming ECB meeting, and whether or not they will taper quantitative easing as a result. And finally, we take a look at the global state of Covid-19, the key events in Asia, and the other data releases to keep on your radar.
