Nomura – The Week Ahead

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Episodes

100

Latest episode

Jul 2026

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About the show

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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60 recent

July 17, 2026Episode 225 min

The Week Ahead - The World Turns

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 impact of the AI/tech sector on the economy. Chapters: Europe: 01:51; US: 07:38; Korea: 14:00; Rest of Asia: 22:18.

July 10, 2026Episode 29525 min

The Week Ahead – Déjà vu?

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 Singapore. Chapters: US: 02:01, Europe: 11:13, China: 16:11, Asia: 22:01.

July 3, 2026Episode 29425 min

The Week Ahead - A funny thing happened on the way to the forum

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 inflation data and how monetary and fiscal policy can respond. Chapters: US: 01:58, Europe: 09:24, China: 14:46, Asia: 22:37.

June 26, 2026Episode 29321 min

The Week Ahead - The Second Wave

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 PMI data in China and activity and inflation data in Korea. Chapters: US: 2:19, Europe: 08:44, Japan: 18:16, Asia: 17:27.

June 19, 2026Episode 29230 min

The Week Ahead - Meet the New Boss

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 upcoming Bank of Thailand decision. Chapters: Rates Special: 01:53, US: 08:18, EMEA: 20:29, Asia: 24:18.

June 16, 2026Episode 29125 min

The Week Ahead - Special Edition - Conversations at NIFA 2026 Part 2

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.

June 12, 2026Episode 29027 min

The Week Ahead - Not Rocking the Boat

This week, we expect on-hold decisions by the Fed, BOE, SNB, Riksbank, Norges Bank, RBA and BI, but hikes by BOJ, BSP and CBC. We expect the Fed, BOE, SNB, Riksbank, Norges Bank, RBA and BI to all keep policy rates unchanged. By contrast, we see the BOJ, BSP, and CBC as likely to hike at a measured pace. Statements will be non-committal across the board, and all eyes on Fed Chair Warsh who will likely try to be balanced. Chapters: US:1:53, UK:9:05, Japan:14:54, Asia:14:59.

June 9, 2026Episode 28931 min

The Week Ahead Special Edition – Conversations at NIFA 2026

Eminent speakers at the Nomura Investment Forum Asia – Dr. Ng Eng Hen and Sir Richard Moore – discuss geopolitics, US-China relations, and the Middle East conflict. Dr Ng Eng Hen, formerly Singapore's Defence Minister, shares his thoughts on shifts in US policies and the implications for Asia. Sir Richard Moore, senior strategist at Sixth Street and former MI6 chief, weighs in on prospects of a long drawn-out war in Iran.

June 5, 2026Episode 28823 min

THE WEEK AHEAD – He Says, They Say

Uncertainty in the Middle East continues, as key central bank meetings approach. In the US, we examine the resilience of the economy and preview the upcoming CPI report. In Europe, we review recent inflation data and explain why we expect an ECB rate hike next week. In Japan, we preview the Q1 GDP report and take a close look at the BOJ. Across Asia, we share our take on key data coming out in Japan and China, touch on the Trump/Xi meeting and preview the central bank meeting in Indonesia next week. Chapters: US: 01:57, Japan: 11:56, Asia:15:50, Europe: 16:47.

June 3, 2026Episode 28730 min

The Week Ahead – Live from NIFA 2026 – Asia Rewired

We discuss the economic impact and investment opportunities of geopolitical transitions, China shock, and the AI revolution reshaping Asia. At the sidelines of Nomura's Investment Forum Asia (NIFA) in Singapore, we highlight key takeaways from our new anchor report "Asia Rewired." Shifts like the AI revolution and trade realignment are rewiring Asia, creating winners and losers as well as investment opportunities. China, Malaysia, South Korea, Australia, and Singapore stand to benefit the most, while lower-income economies face some challenges.