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.

Cross Asset Strategy

<ul><li>The Fed, Bank of England, and BOJ all left rates unchanged with their own unique perspectives</li><li>Market volatility continues with equities bouncing and the dollar rebounding</li><li>Fed Chair Powell emphasized keeping options open and uncertainty in the economy, with no immediate rate cuts expected</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Fed, Bank of England, and BOJ all left rates unchanged with their own unique perspectivesMarket volatility continues with equities bouncing and the dollar reboundingFed Chair Powell emphasized keeping options open and uncertainty in the economy, with no immediate rate cuts expectedThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – In The Eye of The Storm

Macroeconomics

<ul><li>Expectations for on-hold decision at upcoming FOMC meeting, with continued emphasis on patience from the Fed</li><li>BoE likely to pause cutting cycle with similar forward guidance, while Bank of Japan expected to skip hiking cycle</li><li>Fed focused on potential inflationary impact of tariffs, balancing risks of growth and price increases in uncertain environment.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Expectations for on-hold decision at upcoming FOMC meeting, with continued emphasis on patience from the FedBoE likely to pause cutting cycle with similar forward guidance, while Bank of Japan expected to skip hiking cycleFed focused on potential inflationary impact of tariffs, balancing risks of growth and price increases in uncertain environment.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – Grappling With Uncertainty

<ul><li>German fiscal announcement leads to increase in bond yields and euro rally</li><li>US implements 25% tariffs on Canada and Mexico, additional tariffs on China</li><li>China retaliates with tariffs on US energy products and adding American firms to unreliable entity list</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

German fiscal announcement leads to increase in bond yields and euro rallyUS implements 25% tariffs on Canada and Mexico, additional tariffs on ChinaChina retaliates with tariffs on US energy products and adding American firms to unreliable entity listThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – Tariffs Kick In; Europe Kicks Off With Fiscal Easing

<ul><li>Peace hopes are higher and tariff fears have subsided for now</li><li>China hosting summit with tech entrepreneurs could boost economy</li><li>Markets becoming complacent over Trump's policies, uncertainty remains on future developments</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Peace hopes are higher and tariff fears have subsided for nowChina hosting summit with tech entrepreneurs could boost economyMarkets becoming complacent over Trump's policies, uncertainty remains on future developmentsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – Risk Sentiment Intact, For Now

<ul><li>Eurodollar trading up towards highest level since late January, European equities surging</li><li>Ongoing threat of US tariffs and sticky inflation data partially offsetting positivity</li><li>Discussion with economists on implications of potential peace deal, tariffs, and upcoming UK data in Europe and UK.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Eurodollar trading up towards highest level since late January, European equities surgingOngoing threat of US tariffs and sticky inflation data partially offsetting positivityDiscussion with economists on implications of potential peace deal, tariffs, and upcoming UK data in Europe and UK.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nomura – The Week Ahead
Podcast Exploring Themes Driving Global Markets
• Nomura - The Week Ahead

The Week Ahead – In The Eye of The Storm

Central banks maintained unchanged rates, with Fed revising growth forecast downward while raising inflation projections, Bank of England showing...

Nomura – The Week Ahead

The Week Ahead – Grappling With Uncertainty

strategy involves monitoring economic data closely and adjusting policy as needed to achieve their dual mandate of stable prices and maximum...

Nomura – The Week Ahead

The Week Ahead – Tariffs Kick In; Europe Kicks Off With Fiscal Easing

German Chancellor Mertz vows to tackle economic challenges as German bond yields rise, Euro strengthens, and U.S. enacts tariffs on Canada, Mexico,...

Nomura – The Week Ahead

The Week Ahead – Risk Sentiment Intact, For Now

Overall, there are mixed indicators on the global economic outlook with hopes for peace and lower tariffs but ongoing uncertainty and slowing...

Nomura – The Week Ahead

The Week Ahead – Give Peace A Chance?

Eurodollar trading and European equities surging despite threat of US tariffs, President Trump's announcement, central bank decisions previewed,...

Nomura – The Week Ahead