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>Central banks in the US, Europe, and Asia have made policy rate announcements, with the Fed in the US easing rates and the ECB expected to continue cutting rates.</li><li>The US economy is expected to see slowing growth momentum in the coming year, with concerns about policy risks from the incoming Trump administration.</li><li>In Asia, Japan is forecasted to experience above potential growth with rate hikes, while China continues to struggle with low inflation and credit growth.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Central banks in the US, Europe, and Asia have made policy rate announcements, with the Fed in the US easing rates and the ECB expected to continue cutting rates.The US economy is expected to see slowing growth momentum in the coming year, with concerns about policy risks from the incoming Trump administration.In Asia, Japan is forecasted to experience above potential growth with rate hikes, while China continues to struggle with low inflation and credit growth.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<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

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

The Week Ahead – Happy New Year?

Central banks globally are lowering policy rates, US expected to see exceptional growth in 2024, downside risks from Trump administration policies,...

Nomura – The Week Ahead

The Week Ahead - Give Thanks For

President Trump announces potential tariff policies on social media, appoints Scott Besant as Treasury Secretary, leading to market volatility and...

Nomura – The Week Ahead

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

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

Overall, market volatility is easing and central banks are making rate cuts, though the Fed is expected to start cutting rates in September and the...

Nomura – The Week Ahead

US CPI, UK GDP and CPI and Norges Bank Meeting

The global financial market experienced volatility due to uncertainty surrounding central bank meetings, economic data, and trade tensions, with...

Nomura – The Week Ahead