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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Hear from George Moran, Host & European Economist, Ruchir Sharma, US Economist and Andrzej Szczepaniak, Senior European Economist as they review the key market drivers over the week ahead. Markets eagerly await whether NFP will surprise to the downside for a second month and the ECB to deliver the worst-kept-secret cut. Chapters: U.S. (02:00), Euro…
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Hear from Andrew Ticehurst, Host and Australia Economist, George Moran, European Economist, Jeremy Schwartz, Senior US Economist and Hannah Liu, China Economist, as they review the key market drivers over the week ahead. US core PCE inflation data, out late next week, hold the key for markets. Chapters: U.S. (01:22), Europe (05:42), Asia (08:53)…
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Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Jeremy Schwartz, Senior US Economist and Euben Paracuelles, Chief ASEAN Economist as they review the key market drivers over the week ahead. Cooler US data are causing markets to run hot, but can the trend continue next week? Chapters: U.S. (…
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George Moran, Host and European Economist, David Seif, Chief Development Markets Economist and George Buckley, Chief UK & Euro Area Economist discuss the key themes driving global markets over the coming week. US CPI is poised to slow but still providing little relief to the Fed, and the UK labour market report a key test for a Bank of England rate…
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Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Kohei Okazaki, Senior Japan Economist and Hannah Liu, China Economist as they review review FOMC communication, Yen volatility and look to key market drivers over the week ahead. Chapters: Europe (02:59), U.S. (07:16), Japan (08:47), China (1…
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Hear from Andrew Ticehurst, Host and Australia Economist, Andrzej Szczepaniak, Senior European Economist, Jeremy Schwartz, U.S. Economist and Hannah Liu, China Economist as they discuss this week’s central bank and data surprises, and share their take on key economic reports and events over the coming week. Chapters: U.S. (02:34), Europe (08:47), A…
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The U.S. economic machine rolls on and the BoE and ECB are now likely to cut a slower pace. Hear from George Moran, Host and European Economist, Jeremy Schwartz, U.S. Economist, and Kohei Okazaki, Senior Japan Economist, as they discuss their take on key U.S., Europe and Asia data out next week. Chapters: (U.S. 03:20), (Euro Area 06:12), (Asia 11:5…
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Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Ruchir Sharma, US Economist and Hannah Liu, China Economist as they discuss this week’s US CPI surprise and market reaction, and share their take on key US, Europe and Asia data out next week. Chapters: (US 02:19), (Euro Area 06:21), (Asia 10…
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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 (02:15), we have CPI, the FOMC minutes and PPI. In Europe (07:00), it’s the euro area Sentix, ECB policy meeting and UK GDP. Then it’s the latest from Asia (11:15) with China and India CPI, RBNZ meeting as well as glob…
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The Week Ahead – US ISM, Payrolls and Fed Commentary, Euro Inflation, RBI Meeting, and BOJ Tankan Survey
15:19
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 (03:05), we have ISM, payroll reports and communication from key Fed officials. In Europe (06:35), we have PMI, inflation and uemployment data. Then it’s the latest from Asia (9:30), with a central bank meeting in Indi…
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The Week Ahead – US Consumer Confidence, French, Italian and Spanish Flash Inflation, Tokyo and Australia CPI
16:52
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 (02:10), we have the PCE deflator, consumer confidence and durable goods orders. In Europe (07:06), it’s the euro area consumer confidence, money supply and French, Italian and Spanish flash inflation. Then it’s the la…
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The Week Ahead – Federal Reserve, Bank of England and Bank of Japan Meetings, European ZEW Surveys, China Activity Data
18:43
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 (02:55), we have the Federal Reserve meeting and press conference with Fed Chair Powell. In the UK (11:36), we have the Bank of England meeting and CPI data, and in Europe, the latest ZEW surveys and several ECB speake…
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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 (04:36), we have CPI, retail sales and PPI. In Europe (11:07), it’s the euro area industrial production, Sweden and Norway CPI and UK labour market data. Then it’s the latest from Asia (13:49), with India and China CPI…
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The Week Ahead - Bank of Canada, Bank Negara and ECB Meetings, US ISM, Inflation and Earnings Data in Japan
13:52
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In North America (01:16), we have ISM and Payrolls, testimony from Fed Chair Powell and a Bank of Canada policy meeting. In Europe (05:19), the focus will be on the European Central Bank meeting and post-meeting press conference…
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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 (02:11), we have core PCE inflation, house prices and consumer confidence. In Europe (07:00), it’s the euro area consumer confidence, French, German and Spanish flash inflation and UK lending data. Then it’s the latest…
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The Week Ahead - Fed Meeting Minutes, European Inflation Expectations, Central Bank Meetings in Indonesia and Korea
16:44
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 (02:38), we have the latest Fed meeting minutes and jobless claims, Fed-speak and PMI data. In Europe (05:49), the focus will be on inflation expectations, PMI data and communication from ECB officials. Then it’s the l…
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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 (02:20), we have CPI, retail sales, industrial production and PPI. In Europe (06:11), it’s the UK CPI, GDP, labour market data and the German ZEW. Then it’s the latest from Asia (11:12) with the Australian labour marke…
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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…
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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 (2:15), we have ISM manufacturing, non-farm payrolls and the FOMC meeting. In Europe (05:42) it’s the Bank of England and Riksbank’s policy decisions, euro area GDP and flash inflation. Then it’s the latest from Asia (…
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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 (01:12), we have Q4 GDP, January purchasing manager index (PMI) and key inflation data. In Europe (09:15), the focus will be on the ECB policy meeting, a German IFO report and PMI data. Then it’s the latest from Asia (…
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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 (02:29), we have retail sales, industrial production and UoM consumer expectations. In Europe (06:57), it’s the Germany ZEW survey, ECB December meeting minutes, UK labour market and CPI data. Then it’s the latest from…
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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 (01:52), we have CPI inflation and trade data, several speeches by Fed officials, and monthly bond supply. In Europe (04:20), we’ll receive investor, consumer confidence and unemployment data, and German factory orders…
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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 (01:17), we have consumer confidence, PCE deflator and new/existing home sales. In Europe (04:20), it’s the Euro Area consumer confidence, German IFO survey, UK CPI and retail sales. Then it’s the latest from Asia (09:…
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The Week Ahead – Final FOMC Meeting of The Year, ECB and BOE Meetings, and the Japan Tankan Report
19:55
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 (01:34), the highlights will be CPI, retail sales, and industrial production data, along with the final FOMC meeting of the year. In Europe (05:58), we have industrial production data and the ECB and BOE meetings. Then…
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The Week Ahead – US NFP, ISM Surveys, ECB Inflation Expectations, China CPI, Tokyo CPI and RBA policy decision
19:24
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 (01:34), non-farm payrolls, ISM services and the University of Michigan sentiment survey. In Europe (05:30), it’s the euro area Sentix survey and wage data, the ECB consumer inflation expectations survey and the UK’s R…
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The Week Ahead - Fed Beige Book, Euro Area Flash Inflation Data, RBNZ, Bank of Thailand, and Bank of Korea Meetings
17:13
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 (01:58), we have the Fed Beige Book, core PCE inflation data, jobless claims and the November manufacturing ISM report. In Europe (06:24), the highlight will be flash inflation data for the euro area, UK lending data a…
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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 (01:30), we have the FOMC minutes, durable goods orders and the Thanksgiving holiday. In Europe (06:04), it’s the UK Autumn budget, European flash PMIs and the Riksbank meeting. Then it’s the latest from Asia (11:56) w…
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The Week Ahead – BOK and BI Meetings, Japan, UK, Canada and New Zealand CPI, US Retail Sales and China GDP
21:04
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 (01:37), we have retail sales, IP, regional fed manufacturing surveys, and housing starts as well as Powell speaking and Canadian CPI. In Europe (07:51), it’s UK CPI, labour markets and retail sales along with German Z…
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The Week Ahead – US, China and India CPI, FOMC and ECB Minutes, UK RICS and China Credit Data
30:19
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 (01:50), we have CPI, PPI, the NFIB, UoM sentiment and FOMC minutes. In Europe (11:53), it’s the Sentix survey, the ECB minutes, UK RICs and BOE credit conditions, Sweden and Norway CPI. Then it’s the latest from Asia …
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The Week Ahead – US Shutdown, ISM, ADP, RBA, RBNZ and RBI Meetings, China PMIs, Korea, Indonesia, Taiwan and Thailand CPI
28:58
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 (02:04), it would be NFP, JOLTs, factory orders and the trade balance if it wasn’t for the US government shutdown. So instead, we’re left with ISM manufacturing and services, ADP, weekly claims and Manheim used vehicle…
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The Week Ahead – US PCE, CPI from the Euro Area, Tokyo, Singapore, HK and Australia, China PMIs and the BOT Meeting
30:57
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 (01:56), we have PCE, durable goods and regional surveys from the Richmond, Chicago and Dallas Fed along with UoM inflation expectations. In Europe (06:03), it’s Euro Area flash inflation, German unemployment and IFOs,…
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The Week Ahead – The BIG Central Bank Week (US, UK, JN, SW, SZ, NO, ID, PH, TA), UK and Japan CPI, Flash PMIs, Korean Exports
25:18
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 (01:58), we have the FOMC meeting, flash PMIs, the Philadelphia Fed, housing starts, Canada CPI and retail sales. In Europe (07:20), it’s the BOE, SNB, Riksbank and Norges bank as well as UK CPI and retail sales, Germa…
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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 (01:46) we have ISM services, factory orders and durable goods, the trade balance, unit labour costs and consumer credit. In Europe (03:08) it’s the Sentix survey, PPI, GDP figures, retail sales, final PMIs, German fac…
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The Week Ahead – US Jobs, PCE and ISM, Euro Flash Inflation and Lending Data, China PMIs and Korean Exports
19:05
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 (01:35), we have NFP, ADP, PCE, ISM and consumer confidence. In Europe (04:00), it’s flash CPI, final PMIs, German consumer confidence and euro area lending data. Then it’s the latest from Asia (12:44), with China PMIs…
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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 (01:56), we have Jackson Hole, durable goods, flash PMIs and UoM sentiment. In Europe (08:40), it’s flash PMIs, Norway and German GDP, German IFOs, and German producer prices. Then it’s the latest from Asia (14:56), wi…
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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 (01:28), we have the FOMC minutes, retail sales, manufacturing and housing stats. In Europe (04:54), it’s the Norges bank, UK CPI, labour markets, retail sales, German ZEWs, Euro IP and Sweden CPI. Then it’s the latest…
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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 (01:46), we have CPI, PPI, NFIB, consumer lending data, the UoM and the trade balance. In Europe (09:40), it’s the Euro Area Sentix survey, Norway CPI, Swiss FX reserves and the ECB’s consumer expectations survey. Then…
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The Week Ahead – BOE, RBA and BOT Meetings. US NFP, Euro and Swiss CPI, China, Norway and Sweden PMIs
22:49
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 (01:38), we have NFP, ADP, JOLTs, durable goods, challenger job cuts and regional surveys. In Europe (07:51), it’s the BOE and OPEC+ JMMC meetings, flash Euro and Swiss CPI, Sweden and Norway PMIs and the BOE decision …
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The Week Ahead – FOMC, ECB, BOJ, BI Policy Meetings. Flash PMIs, German, Australia, Tokyo and Singapore CPI
23:16
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 (01:38) we have the FOMC meeting, PCE, GDP, ECI, PMIs, consumer confidence and durable goods. In Europe (11:00) it’s the ECB meeting, flash PMIs, German CPI, IFOs and confidence, Sweden PPI and UK CBI. Then it’s the la…
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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 (01:30) we have Retail sales, IP, the Empire manufacturing and Philadelphia Fed surveys as well as Canadian CPI. In Europe (04:16) it’s UK CPI, retail sales, Rightmove house prices, CBI trends, German PPI and Euro zone…
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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 (01:19), we have US CPI, PPI, consumer credit, small business optimism and the BOC. In Europe (07:17), it’s the sentix survey, German ZEWs, UK employment, Sweden and Norway CPI. Then it’s the latest from Asia (13:24), …
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The Week Ahead – US Jobs, RBA, BNM meetings, inflation in SZ, KR, PH, TH, ID and Scandi PMIs
29:30
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 (01:42) we have NFP, JOLTs, ADP, FOMC minutes, Challenger job cuts, ISM and independence day. In Europe (14:55) it’s Norway and Sweden PMIs, the UK DMP, Swiss CPI, Euro PPI, German factory orders and Industrial product…
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The Week Ahead – Will Euro Area Inflation Bounce Back? Is the Riksbank Nearly Done? US PCE, China PMIs and ECB Sintra
21:42
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 (01:35), we have consumer focused data with durable goods and consumer confidence but also PCE inflation. In Europe (05:36), it’s Euro Area flash inflation, the ECB’s Sintra and Sweden’s Riksbank meeting along with Ger…
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The Week Ahead – Will Fedspeak Boost July’s Pricing? Flash PMIs, BOE, SNB, Norges, BSP and BI Central Bank Meetings
21:20
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 (01:25), we have flash PMIs, any “hawkish hold” fed speak and the Philadelphia Fed non-manufacturing. In Europe (08:25), it’s the BOE, SNB and Norges bank meetings, UK CPI, retail sales, flash PMIs and German PPI. Then…
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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 (01:28), we have ISM services, the Manheim used vehicle value index, April consumer credit as well as the Bank of Canada meeting. In Europe (12:02), it’s the Euro Sentix, peripheral PMIs, Swiss and Norway CPI, the OPEC…
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The Week Ahead – Will US Debt Talks do the Unthinkable? Flash Euro CPI, China PMIs and the Bank of Thailand
28:56
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 (01:09), we have employment, ISM, Fed speakers and tense debt ceiling negotiations. In Europe (11:36), it’s flash Euro inflation, Scandi PMIs and big changes to the BOE call. Then it’s the latest from Asia (19:43), wit…
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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 (01:43) we have the debt ceiling, FOMC minutes, core PCE and UoM. In Europe (11:40), it’s the big flash PMI week, consumer confidence, IFOs and UK CPI and retail sales. Then it’s the latest from Asia (19:20) with the R…
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The Week Ahead – Mixed US Growth Signals, Tight Debt Limit Talks, Turkey Elections and Japan CPI
28:38
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 (01:25), we have retail sales, regional fed surveys, banking stocks under pressure, debt limit talks and Canadian CPI. In Europe (13:10), it’s the German ZEWs and PPI, UK Labour markets, Turkey’s elections and Sweden i…
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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 (01:40), we have the May FOMC meeting, ISM, NFP and JOLTs. In Europe (12:30), it’s the ECB, Norges bank, Euro and Swiss CPI. Then it’s the latest from Asia (26:00), with China PMIs, the RBA, Malaysia’s BNM, Thailand CP…
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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, we have debt limit concerns, ECI, GDP, regional Fed surveys and banking flows. In Europe it’s flash CPI in Germany, France and Spain, the German IFO and the Riksbank meeting. Then it’s the latest from Asia with the BO…
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