Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

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.

Macroeconomics

<ul><li>Release of key economic data from Europe, Asia, and the US, with a focus on inflation, unemployment, and consumer sentiment</li><li>Market theme of "Goldilocks" prevails with lower US yields, rising equities, and a softer dollar</li><li>Outlook for the US economy includes expectations of a stable core PCE inflation rate and positive consumer sentiment towards the economy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Release of key economic data from Europe, Asia, and the US, with a focus on inflation, unemployment, and consumer sentimentMarket theme of "Goldilocks" prevails with lower US yields, rising equities, and a softer dollarOutlook for the US economy includes expectations of a stable core PCE inflation rate and positive consumer sentiment towards the economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US Core PCE Deflator, Euro Area Inflation and Tokyo CPI

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>Hello and welcome back to our weekly positioning update.</li><li>Markets are as tricky as always, as everyone is trying to grasp how Powell will address all the new information coming out of the labor market recently, with NFP constantly being revised down, California job gains revised down massively while jobless claims look less scary.</li><li>Despite parts of the labor market looking slightly weak, the signs we are getting from the real estate market is looking strong in contrast, which could make the Jackson Hole symposium a bit more interesting as Fed are starting to focus (almost) solely on their Employment / Growth mandate.</li></ul>

Hello and welcome back to our weekly positioning update.Markets are as tricky as always, as everyone is trying to grasp how Powell will address all the new information coming out of the labor market recently, with NFP constantly being revised down, California job gains revised down massively while jobless claims look less scary.Despite parts of the labor market looking slightly weak, the signs we are getting from the real estate market is looking strong in contrast, which could make the Jackson Hole symposium a bit more interesting as Fed are starting to focus (almost) solely on their Employment / Growth mandate.

Positioning Watch – Markets are much more sceptical on the Euro zone than the US and UK

<ul>
<li>Welcome to our weekly “The Week At A Glance” publication, where we explore the most important key figure releases and tradeable themes for the upcoming week.</li>
<li>We remain almost exclusively long on USD fixed income, and therefore, our attention is particularly focused on two key developments this week:</li>
<li>The Jackson Hole Conference and Ueda’s Appearance in the Japanese Parliament. Revisions to U.S. Employment Data: The Bureau of Labor Statistics (BLS) will release first-quarter 2024 data from the QCEW on August 21, 2024, at 10:00 a.m. (ET).</li>
</ul>


Welcome to our weekly “The Week At A Glance” publication, where we explore the most important key figure releases and tradeable themes for the upcoming week.
We remain almost exclusively long on USD fixed income, and therefore, our attention is particularly focused on two key developments this week:
The Jackson Hole Conference and Ueda’s Appearance in the Japanese Parliament. Revisions to U.S. Employment Data: The Bureau of Labor Statistics (BLS) will release first-quarter 2024 data from the QCEW on August 21, 2024, at 10:00 a.m. (ET).


The Week at a Glance: The USD in the (Jackson) Hole amidst Over 1 Million Jobs Disappearing?

<ul><li>As most of you know, we remained upbeat on the cycle until around mid-July, as growth parameters continued to perform solidly in real-time, while inflation also posed a risk of re-acceleration.</li><li>Our real-time tracking of the three main macro parameters is the cornerstone of our macro thinking, and through July and August, we have begun to observe a significant shift.</li><li>The risk of rising inflation has collapsed, while growth momentum has also weakened substantially.</li></ul>

As most of you know, we remained upbeat on the cycle until around mid-July, as growth parameters continued to perform solidly in real-time, while inflation also posed a risk of re-acceleration.Our real-time tracking of the three main macro parameters is the cornerstone of our macro thinking, and through July and August, we have begun to observe a significant shift.The risk of rising inflation has collapsed, while growth momentum has also weakened substantially.

Steno Signals #113 – Neither Inflation, Growth, Nor Liquidity is rising right now

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Cross Asset Strategy

<ul><li>Japan peaked in 1989, but then experienced decades of underperformance and false dawns in terms of economic growth and stock market valuations</li><li>Recent changes in Japan, including increased inflation, wage growth, and more shareholder-friendly behavior from corporations, are leading to renewed optimism for investors</li><li>Japan's history of stagnation and deflation created risk-averse investors, but recent policies and efforts are turning the economy around, making it an exciting investment opportunity</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Japan peaked in 1989, but then experienced decades of underperformance and false dawns in terms of economic growth and stock market valuationsRecent changes in Japan, including increased inflation, wage growth, and more shareholder-friendly behavior from corporations, are leading to renewed optimism for investorsJapan's history of stagnation and deflation created risk-averse investors, but recent policies and efforts are turning the economy around, making it an exciting investment opportunityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Best Of: Is Japan At An Inflection Point?

Japan

The Japanese yen is the official currency of Japan. 

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US Core PCE Deflator, Euro Area Inflation and Tokyo CPI

In the upcoming week, important economic data releases and events will include Q2 GDP, house prices, euro area inflation and unemployment, UK...

Nomura – The Week Ahead

Positioning Watch – Markets are much more sceptical on the Euro zone than the US and UK

Hello and welcome back to our weekly positioning update. Markets are as tricky as always, as everyone is trying to grasp how Powell will address...

Steno Research

The Week at a Glance: The USD in the (Jackson) Hole amidst Over 1 Million Jobs Disappearing?

Welcome to our weekly “The Week At A Glance” publication, where we explore the most important key figure releases and tradeable themes for the...

Steno Research

Steno Signals #113 – Neither Inflation, Growth, Nor Liquidity is rising right now

As most of you know, we remained upbeat on the cycle until around mid-July, as growth parameters continued to perform solidly in real-time, while...

Steno Research

Best Of: Is Japan At An Inflection Point?

The Japanese stock market peaked in December 1989 at 45% of the world's market capitalization, but experienced two decades of low growth and...

The Bid

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