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>Trump announced potential tariff policies on social media targeting Canada and Mexico, leading to a weakening in both currencies.</li><li>Trump appointed key members to his economic team, setting the tone for his administration's policies.</li><li>Markets are anticipating the Fed meeting in December, with expectations of a dovish hold and strong labor market reports.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Trump announced potential tariff policies on social media targeting Canada and Mexico, leading to a weakening in both currencies.Trump appointed key members to his economic team, setting the tone for his administration's policies.Markets are anticipating the Fed meeting in December, with expectations of a dovish hold and strong labor market reports.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

<ul><li>Volatility continues to ease with US recession fears and Bank of Japan induced volatility fading</li><li>Several central banks, including New Zealand and the Philippines, have joined the rate cut party, while Norway's central bank kept rates unchanged</li><li>US CPI report showed higher than expected inflation, particularly in rental and OER inflation, with expectations of continued growth at close to trend level in the US economy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Volatility continues to ease with US recession fears and Bank of Japan induced volatility fadingSeveral central banks, including New Zealand and the Philippines, have joined the rate cut party, while Norway's central bank kept rates unchangedUS CPI report showed higher than expected inflation, particularly in rental and OER inflation, with expectations of continued growth at close to trend level in the US economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Some Do, Some Don’t, Some Will, Some Won’t

<ul><li>Volatility surged in financial markets due to events like the Bank of Japan meeting, Fed meeting, Bank of England rate cut, and disappointing US jobs numbers</li><li>Macro data and economic indicators will play a key role in stabilizing or further destabilizing the markets</li><li>Safe haven currencies like the yen and dollar are expected to perform well, while currencies tied to global growth like the Australian and New Zealand dollar may struggle</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Volatility surged in financial markets due to events like the Bank of Japan meeting, Fed meeting, Bank of England rate cut, and disappointing US jobs numbersMacro data and economic indicators will play a key role in stabilizing or further destabilizing the marketsSafe haven currencies like the yen and dollar are expected to perform well, while currencies tied to global growth like the Australian and New Zealand dollar may struggleThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US CPI, UK GDP and CPI and Norges Bank Meeting

<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.

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

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