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.
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Preview of FOMC minutes, UK CPI, Riksbank, China activity data and BI, plus a special segment with Akshay Prasad, IWM Head of Investment Products & Advisory Solutions. We outline what to look out for in the FOMC minutes, UK CPI and labor market data, and the Riksbank decision. In Asia, we discuss China's tier-1 activity data and fiscal stimulus prospects, as well as the upcoming BI meeting.…
The uncertain oil outlook remains a key theme, while markets await the US CPI report for fresh Fed clues. In the US, we share our forecasts for the coming CPI and retail sales releases and our Fed outlook. In Europe, we preview the central bank meeting in Norway, August sentiment data and discuss the heatwave. In Japan, we examine the BOJ outlook, with fresh minutes to be released and following…
Markets start to question Fed credibility, fiscal issues stay in focus for the UK, while Japan's monetary and FX policy come into the spotlight. We discuss the Fed Chair's mixed messages and preview next week's labour market release. In our special UK segment, we reflect on the BoE's "dovish" hold and discuss fiscal plans under the new PM. In Asia, the BOJ and JPY intervention are in focus, and we…
Preview of the Fed, BOE, BOJ and MAS and a segment discussing market risks with special guest Vijay Sundaram, Global Head of Front Office Risk & Control. We discuss the Fed and BOE remaining on-hold, US core PCE inflation easing, and the latest on UK fiscal plans. Central banks in Japan and Singapore are in focus; we think both are likely to pause, but it is a much closer call for MAS than BOJ.…
Europe comes back into focus ahead of the ECB and UK data, with a spotlight also on Korea and the "AI trade". For Europe, we look ahead to the ECB rate decision, preview UK inflation and labour market data, and discuss UK politics. In the US, we debate Fed Chair Warsh's recent comments and the latest soft inflation prints. In Asia, the focus is on Korea, the latest monetary policy decision and the…
Focus swings back to the Middle East, while we keep an eye out for 2 central bank meetings and key data ahead. In the US, we preview US CPI, retail sales and the Bank of Canada policy meeting. In Europe, we touch on UK GDP data, and discuss politics in the UK and France. In Asia, we share our forecasts for key monthly activity and Q2 GDP data in China, inflation in India, and GDP growth in…
Following the Sintra Central Banking Forum, we discuss the ECB and Fed outlooks, and the impact of the latest labour market data on the latter. Fed Chair Warsh remains steadfast in avoiding forward guidance, but we see dovish hints in some of his comments. We look at the change in ECB rhetoric and softer inflation data which may signal only one more rate hike. In China, we focus on upcoming…
Tracking second-round inflation effects from oil, and a second round of USD strength. In the US, we examine the latest inflation clues, the Fed outlook and the coming payrolls report. In Europe, we preview the central bank gathering in Sintra, the ECB outlook and June inflation data. In Japan, we look at key activity data and policy developments, both monetary and fiscal. Across Asia, we preview…
New Fed Chair Warsh moved markets meaningfully – we discuss how to think about US monetary policy from here. Kevin Warsh's first FOMC meeting as Chair caused a big reaction in markets; we outline what to expect from US monetary policy from here. In Europe , we look at the increasing divergence in our ECB and Bank of England rate calls. In Asia, we discuss Bank Indonesia's recent hikes and the…
Dr. Leslie Teo, one of our eminent speakers at the Nomura Investment Forum Asia (NIFA), discusses all things AI. Dr. Leslie Teo talks about his views on where economic value from AI is created over the long term and the monetization of large AI capex … as well as his thoughts on productivity gains to boost economic growth and where things stand on the 'job apocalypse" debate.
