The Week Ahead – US ISM Report, German Industrial Production, Japan Earnings Data

Nomura – The Week Ahead

#Nomura #Week Ahead #Business

18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

about a year ago 16:42

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In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:27), we have the service sector ISM report and the Fed’s latest Senior Loan Officer survey. In Europe (06:53), the focus will be on German industrial production, the February Sentix survey of investor sentiment and latest ECB bulletin. Then it’s the latest from Asia (08:22), with China CPI and Japan earnings data, along with central bank meetings in India and Australia.

101 एपिसोडस

Nomura – The Week Ahead

The Week Ahead – US ISM Report, German Industrial Production, Japan Earnings Data

Nomura – The Week Ahead

published about a year ago

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101 एपिसोडस

#Nomura #Week Ahead #Business

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Nomura – The Week Ahead

1
The Week Ahead – China To The Rescue? 24:25

4 days ago24:25

24:25

It’s a big week for China with all eyes on the National People’s Congress (NPC), where fiscal measures could be announced. We outline our expectations and whether the NPC could potentially provide a lift in market sentiment. In the US, we preview the February employment report and its impact on Fed policy, and digest the latest announcements on tariffs. In Europe, we discuss our expectations of the ECB, where we go from here after the German elections and what is Europe’s next move around the peace deal. Chapters: US (02:10), Europe (07:40), Asia (15:45).…

Nomura – The Week Ahead

1
The Week Ahead – Risk Sentiment Intact, For Now 17:17

11 days ago17:17

17:17

Market sentiment seems to be holding in pretty well as this week comes to a close. Equity markets are generally holding up at healthy levels, credit spreads remain pretty tight, and commodity currencies, which are often seen as global growth sensitive and risk barometers, are holding up at higher levels. This week in the US, our focus will be on core PCE inflation and any new Trump or tariff developments. In Europe, we’ll be watching the German election fallout, along with the latest inflation readings. Then it’s the latest from Asia, with central bank meetings in Korea and Thailand, and China PMI data ahead. Chapters: US (02:16), Europe (06:46), Asia (11:31).…

Nomura – The Week Ahead

1
The Week Ahead – Give Peace A Chance? 19:06

18 days ago19:06

19:06

Early signs of a potential Russia-Ukraine peace deal are boosting market optimism, with EUR/USD trading up towards its highest level since late-January and European equities continuing to surge. We discuss what this might mean for the euro area outlook. This positivity is, however, still being partially offset by the ongoing threat of US tariffs and by sticky inflation data in the US. We also preview next week’s central bank decisions in Australia, New Zealand and Indonesia. Chapters: Europe (02:02), Asia (07:32), US (11:38).…

Nomura – The Week Ahead

1
The Week Ahead – Not Tariffic 18:07

25 days ago18:07

18:07

This past week began with the news that Mexico and Canada had secured a temporary reprieve from US tariffs. However, we see higher tariffs as highly likely. This week also brought us stronger-than-expected earnings data in Japan. Looking ahead, in the US our focus will be on any further tariff news, the January CPI and Fed-speak. In Europe, we’ll be watching out for the latest activity readings, and ECB and BOE speakers, as well as a central bank meeting in the Philippines. Chapters: US (01:49), Europe (06:22), Asia (10:31).…

Nomura – The Week Ahead

1
The Week Ahead – Snaky Ways 19:50

5 weeks ago19:50

19:50

It’s been another big week, with the news on DeepSeek rattling global equity markets, led by the tech sector. The Fed’s on-hold decision came and went as expected, however we have made an important change to our Fed forecasts. Coming up, the US employment report will be key to watch, alongside hints on whether tariffs will soon be implemented. Elsewhere, we have the BOE decision where a cut is widely expected, while activity data in Europe could again remain weak. In Asia, the spotlight is on India with a likely pivotal central bank decision on tap, just a few days after the government’s FY26 budget was unveiled. Chapters: US (02:12), Europe (08:02), Asia (12:21).…

Nomura – The Week Ahead

1
The Week Ahead – One Week In 17:19

6 weeks ago17:19

17:19

We are only a few days into President Trump’s new term, but already there has been a lot of action. Over 25 executive orders have been signed, and we discuss what these might mean for the macro economic outlook. In Europe, we look at the likely 25bp cut by the ECB, signs of short-term positivity in the region and the possible response to Trump’s policies. Finally, we focus on how the latest developments impact China and what policy response, if any, is on its way. Chapters: US (01:53), Europe (07:31), Asia (10:32).…

Nomura – The Week Ahead

1
The Week Ahead – Inauguration Sensation 23:00

7 weeks ago23:00

23:00

We’ve had a very busy start to the year and the excitement is likely to continue with the focus on Donald Trump’s inauguration on Monday 20th January. In this episode, we outline what policy announcements to expect in the early part of Trump’s second term, and how Asian economies may respond. In Europe we will be digging into recent UK market volatility and prospects for the labour market. And last but certainly not least, we preview the Bank of Japan decision, where we expect a 25bp hike. Chapters: Markets (01:08) US (02:11), Asia (09:31), Europe (12:56), Japan (18:04).…

Nomura – The Week Ahead

1
The Week Ahead – CPI, China, and Currencies 28:33

8 weeks ago28:33

28:33

The week ahead promises to be another eventful one, with key CPI data in the US and the UK. We also have tier-1 data in China and a couple of central bank decisions in Asia. Recent comments from President-elect Trump particularly on tariffs, could provide some hints of what’s to come as we approach his inauguration. We will close with a special segment focusing on the outlook for Asian currencies, which have been facing significant pressures recently and are therefore in the spotlight. Chapters: US (01:35), Europe (07:11), Asia (11:18), Asia FX (18:37).…

Nomura – The Week Ahead

1
The Week Ahead – Happy New Year? 18:51

9 weeks ago18:51

18:51

This year could be all about Trump, tariffs, and potentially turbulence. In this episode, we discuss our recently published annual outlooks and shine a spotlight on the key data and events over the coming week. In the US, our focus will be on the services ISM and payrolls reports. In Europe, CPI and final December PMI data will be released. Then it's the latest from Asia, with Japan earnings, China loan data, and CPI reports from across the region. Chapters: US (03:46), Europe (09:10), Asia (14:05).…

Nomura – The Week Ahead

1
The Week Ahead – Going Out with a Bang 22:30

12 weeks ago22:30

22:30

Year end is approaching fast, but we still have key central bank meetings and data to look out for next week. In the US, our focus will be on the Fed policy decision, and the latest core inflation and activity readings. In Europe, the Bank of England meets, and key labour market and inflation data will be released. Then it’s the latest from Asia, with the Bank of Japan and four other central banks across the region set to make policy announcements. Chapters: US (02:00), Europe (06:20), China (10:10), Japan (15:30), Rest of Asia (17:04)…

Nomura – The Week Ahead

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The Week Ahead – Central Banks Take Center Stage 24:16

13 weeks ago24:16

24:16

Starting next week we have monetary policy decisions from the European Central Bank, Swiss National Bank and the Reserve Bank of Australia. These along with a few key data releases set the tone for the week after which is promising to be a blockbuster week, when we have the Fed, Bank of Japan and Bank of England, plus a few central banks in Asia all on deck. We also have a special segment in this episode where we focus on the 2025 outlook for Asia. Chapters: US (01:56), Europe (08:04), Asia (13:26), Asia 2025 Outlook (14:43)…

Nomura – The Week Ahead

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The Week Ahead - Give Thanks For 23:46

14 weeks ago23:46

23:46

Trump’s tariff announcements have started to move markets. We discuss how to interpret the latest US political developments and provide a preview of this week’s all important labour market data. In Asia, the Reserve Bank of India is set to meet and may offer some dovish guidance. While in Europe, we preview the PMIs and Swiss inflation data. Chapters: US (02:18), Asia (10:08), Europe (16:14).…

Nomura – The Week Ahead

1
The Week Ahead - Back Towards Normal? 14:01

15 weeks ago14:01

14:01

Inflation and policy rates are returning towards normal in many countries. This week our focus turns back towards normal market drivers. We discuss core inflation in the US and the latest set of Fed meeting minutes. Across Europe, we have a number of central bank speakers, key inflation and growth readings to watch out for, as well as Tokyo inflation, China PMIs and central bank meetings in Korea and New Zealand. Chapters: US (02:17), Europe (05:22), Korea (08:22), Rest of Asia (10:37).…

Nomura – The Week Ahead

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The Week Ahead - Global Aftershocks 21:49

16 weeks ago21:49

21:49

In last week’s podcast we focused on the US and China following Donald Trump’s win in the US presidential elections. This week we continue to discuss the implications of Trump 2.0 on other parts of the globe. Also on deck next week are US housing starts data, CPI prints in the UK and Japan, as well as Bank Indonesia likely again pausing amid external aftershocks from the US election. Chapters: US (02:03), Europe (07:54), Japan (12:31), Asia (17:53)…

Nomura – The Week Ahead

1
The Week Ahead – Trump 2.0 19:03

17 weeks ago19:03