Hosted by Nomura · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.
Nomura hosts Nomura – The Week Ahead, a business show with 100 episodes published.
Tracking second-round inflation effects from oil, and a second round of USD strength. In the US, we examine the latest inflation clues, the Fed outlook and the coming payrolls report. In Europe, we preview the central ba
New Fed Chair Warsh moved markets meaningfully – we discuss how to think about US monetary policy from here. Kevin Warsh's first FOMC meeting as Chair caused a big reaction in markets; we outline what to expect from US m
Dr. Leslie Teo, one of our eminent speakers at the Nomura Investment Forum Asia (NIFA), discusses all things AI. Dr. Leslie Teo talks about his views on where economic value from AI is created over the long term and the
This week, we expect on-hold decisions by the Fed, BOE, SNB, Riksbank, Norges Bank, RBA and BI, but hikes by BOJ, BSP and CBC. We expect the Fed, BOE, SNB, Riksbank, Norges Bank, RBA and BI to all keep policy rates uncha
Eminent speakers at the Nomura Investment Forum Asia – Dr. Ng Eng Hen and Sir Richard Moore – discuss geopolitics, US-China relations, and the Middle East conflict. Dr Ng Eng Hen, formerly Singapore's Defence Minister, s
Uncertainty in the Middle East continues, as key central bank meetings approach. In the US, we examine the resilience of the economy and preview the upcoming CPI report. In Europe, we review recent inflation data and exp
We discuss the economic impact and investment opportunities of geopolitical transitions, China shock, and the AI revolution reshaping Asia. At the sidelines of Nomura's Investment Forum Asia (NIFA) in Singapore, we highl
This week, geopolitical tensions may be cooling but the fallout is rising with growth, inflation and central bank reactions evolving rapidly. We look ahead to the US labour market data and the ongoing hawkish shift in Fe
This week, after a sharp rise in global bond yields, we await key inflation data in the US and Euro area, and discuss the fallout in Asia. We preview US core PCE and Euro area inflation, discuss a change in our Fed forec
This week, i n the US, we examine the health of the consumer and the challenges facing incoming Fed Chair Kevin Warsh. In Europe and the UK, we examine UK politics, key incoming data and ECB communication. In Japan, we d
This week, in the US, we assess the latest strong/weak labour market data and look ahead to next week's inflation print. Politics is in focus in Asia, ahead of the Trump-Xi meeting and following India's state elections,
This week, i n the US, we recap the FOMC meeting and key data and look ahead to the coming Payrolls report. In Europe, we review the ECB and BOE policy announcements and outlook, and preview central bank meetings in Swed
This week, we preview decisions from the Fed, ECB, and BOE, but expect no fireworks. In Asia, the BOJ may sound hawkish but BOT is likely dovish. In a special segment, our head of Global Macro Research, Rob Subbaraman, a
This week, we discuss our views on the ceasefire from a US perspective, the latest from the Fed, and fiscal policy in Europe. Rate decisions in Indonesia and Philippines are the focus in Asia, with a hike seen from the l
This week, we discuss our views on the ceasefire from a US perspective, the latest from the Fed, and fiscal policy in Europe. We preview key data such as China's Q1 GDP and India's March CPI, as well as the MAS decision
This week, we look back at the effects already being felt across the global economy. In the US, we preview employment and inflation releases, and outline why we pushed back the timing of our Fed cut expectations. In Euro
With geopolitics and the US economy in focus at our Central Bankers' Seminar, we are delighted to bring two expert speakers to the podcast. Former Fed Governor and NEC Chair Lael Brainard discusses the outlook for the US
This week, The Middle East conflict remains front and centre. In the US, we discuss the conflict and the health of the consumer and preview the March Payrolls report. In Europe, we compare the spike in oil and gas prices
This week, we discuss our views on the policy signals from recent decisions by the Fed, ECB and BOE. In the Middle East, we continue to monitor the impact of the Iran conflict on their respective economies, and any signs
This week, we preview central bank policy responses amid the elevated uncertainity in the Middle East. In the US, we see the economy as relatively insulated from Middle East turmoil and discuss likely FOMC communication
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Nomura – The Week Ahead is hosted by Nomura. The show is categorised under business and has published 100 episodes.
Nomura – The Week Ahead has published 100 episodes.
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