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>Key data releases in the upcoming week include PMI data from China, CPI data from Tokyo and Australia, GDP data from India, and Industrial production data from Korea</li><li>US core PCE inflation data forecasted to be 0.252% for April, indicating a possible slowdown in inflation</li><li>Fed expected to delay easing cycle start until September, with recent data showing signs of slowing growth and consumer sector cracks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Key data releases in the upcoming week include PMI data from China, CPI data from Tokyo and Australia, GDP data from India, and Industrial production data from KoreaUS core PCE inflation data forecasted to be 0.252% for April, indicating a possible slowdown in inflationFed expected to delay easing cycle start until September, with recent data showing signs of slowing growth and consumer sector cracksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Credit

<ul><li>Investors were generally positive and not bearish, with a focus on thin spreads compensated by yields and strong credit quality</li><li>High grade bond demand remained strong, with ongoing retail interest and no weakening in institutional demand reported</li><li>Hedge fund investors in high yield were cautious, focusing on avoiding losers and uncertainty around creditor outcomes</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Investors were generally positive and not bearish, with a focus on thin spreads compensated by yields and strong credit qualityHigh grade bond demand remained strong, with ongoing retail interest and no weakening in institutional demand reportedHedge fund investors in high yield were cautious, focusing on avoiding losers and uncertainty around creditor outcomesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Spreadbites ‒ Credit colour from last week’s Global Markets Conference in Paris

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Bloomberg Audio Studios podcasts offer news and analysis on various topics</li><li>Discussion on FOMC presser and Fed's reaction to inflation and interest rates</li><li>Impact of US economy on global markets and the role of central banks explained by strategist Victor Schwetz</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bloomberg Audio Studios podcasts offer news and analysis on various topicsDiscussion on FOMC presser and Fed's reaction to inflation and interest ratesImpact of US economy on global markets and the role of central banks explained by strategist Victor SchwetzThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making

Podcast by Bilal Hafeez, Macro Hive

Macro Hive Conversations With Bilal Hafeez

Podcast by Bilal Hafeez

Macro Hive

We talk economics and markets with leading policymakers and investors.

Talking Economics and Markets

<ul><li>Bilal, CEO and head of research at Macro Hive, shares his background and career journey in finance</li><li>Raised in a working-class immigrant family in Oxford, excelled academically and went to Cambridge to study economics</li><li>Started career in finance at JP Morgan in FX research, later moved to Deutsche bank where he specialized in building models and smart beta strategies in currency markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bilal, CEO and head of research at Macro Hive, shares his background and career journey in financeRaised in a working-class immigrant family in Oxford, excelled academically and went to Cambridge to study economicsStarted career in finance at JP Morgan in FX research, later moved to Deutsche bank where he specialized in building models and smart beta strategies in currency marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Cross Asset Strategy

<ul><li>Inflation data has been hotter than expected, remaining stubbornly above 3%</li><li>Demand in the economy has been robust, with strong retail sales and job reports</li><li>Richmond Fed President Tom Barkin discusses potential factors influencing inflation and the need for offsetting housing strength in 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.

Inflation data has been hotter than expected, remaining stubbornly above 3%Demand in the economy has been robust, with strong retail sales and job reportsRichmond Fed President Tom Barkin discusses potential factors influencing inflation and the need for offsetting housing strength in the economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Richmond Fed President Tom Barkin On Getting Inflation Under Control

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US Treasury (10 Yr Generic) (GT10 GOVT)

Inflation Moderation?

Key economic data releases from China, the US, and Europe are closely monitored for signals on inflation and growth, while the Fed is expected to...

Nomura – The Week Ahead

Spreadbites ‒ Credit colour from last week’s Global Markets Conference in Paris

Investors are cautiously optimistic about the market, with strong credit quality and a focus on floating rate products and corporate bonds in fixed...

At Any Rate

Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making

Tracy Alaway and Joe Wiesenthal discuss the recent FOMC presser and its international consequences on the AWblots podcast, highlighting the impact...

Odd Lots

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Summary: The CEO and head of research at Macro Hive, who previously worked at top financial institutions and grew up in a working class immigrant...

Macro Hive Conversations With Bilal Hafeez

Richmond Fed President Tom Barkin On Getting Inflation Under Control

Flexible financing program at Netsuite.com, special Odd Lots podcast episode with Richmond Fed President Tom Barkin discussing robust demand and...

Odd Lots

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