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.

Macroeconomics

<ul><li>Expectations for on-hold decision at upcoming FOMC meeting, with continued emphasis on patience from the Fed</li><li>BoE likely to pause cutting cycle with similar forward guidance, while Bank of Japan expected to skip hiking cycle</li><li>Fed focused on potential inflationary impact of tariffs, balancing risks of growth and price increases in uncertain environment.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Expectations for on-hold decision at upcoming FOMC meeting, with continued emphasis on patience from the FedBoE likely to pause cutting cycle with similar forward guidance, while Bank of Japan expected to skip hiking cycleFed focused on potential inflationary impact of tariffs, balancing risks of growth and price increases in uncertain environment.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – Grappling With Uncertainty

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>Happy Monday, and welcome to our editorial on everything macro! This is the place where we challenge the consensus narrative to uncover the best risk/reward trades and views in the world of macro.</li><li>The tariffs, despite all the bizarre flip-flopping, are going live to some extent this month.</li><li>We know that China has been hit with two rounds of 10%-point tariffs, while Mexico and Canada are facing 25% tariffs (with numerous exemptions).</li></ul>

Happy Monday, and welcome to our editorial on everything macro! This is the place where we challenge the consensus narrative to uncover the best risk/reward trades and views in the world of macro.The tariffs, despite all the bizarre flip-flopping, are going live to some extent this month.We know that China has been hit with two rounds of 10%-point tariffs, while Mexico and Canada are facing 25% tariffs (with numerous exemptions).

Steno Signals #188 – The Inflation Cry Wolf or a Big Wave in the Making!?

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Episode 10 of New Barbarians podcast covers recent events and discusses Gene Hackman's passing</li><li>Mark Connors shares insights on investors seeking certainty and compares them to characters in Gene Hackman's movies</li><li>Trump's statements on Truth social and implications for the crypto market are analyzed, drawing parallels to themes of integrity and leadership in Hoosiers.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 10 of New Barbarians podcast covers recent events and discusses Gene Hackman's passingMark Connors shares insights on investors seeking certainty and compares them to characters in Gene Hackman's moviesTrump's statements on Truth social and implications for the crypto market are analyzed, drawing parallels to themes of integrity and leadership in Hoosiers.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

From Gene Hackman to Bitcoin: Signals, Sell-Offs, and Discipline | The New Barbarians #010

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>Term premium in US macro picture and interest rates has fallen significantly over the past month</li><li>Treasury Secretary's comments indicating no changes in coupon auction sizes or debt profile have impacted term premium</li><li>Recent concerns about weakening growth have led to market pricing in more Fed rate cuts, despite strong labor market and potential upside risks to inflation forecast</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Term premium in US macro picture and interest rates has fallen significantly over the past monthTreasury Secretary's comments indicating no changes in coupon auction sizes or debt profile have impacted term premiumRecent concerns about weakening growth have led to market pricing in more Fed rate cuts, despite strong labor market and potential upside risks to inflation forecastThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX and Rates: US moderation vs. tariffs tunes

<ul>
<li>Friday’s bizarre scenes in the Oval Office will take some time to digest for all involved counterparties.</li>
<li>I don’t feel in a position to judge either side, but I will use this analysis to assess the ramifications of the event.</li>
<li>As a disclaimer, remember that I am European!Trump’s argument that the U.S. pays too much to the rest of the world is, in many ways, entirely correct—but also quite banal.</li>
</ul>


Friday’s bizarre scenes in the Oval Office will take some time to digest for all involved counterparties.
I don’t feel in a position to judge either side, but I will use this analysis to assess the ramifications of the event.
As a disclaimer, remember that I am European!Trump’s argument that the U.S. pays too much to the rest of the world is, in many ways, entirely correct—but also quite banal.


Steno Signals #187 – Remember August & September 2024? Tariffs are to blame

United States

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The Week Ahead – Grappling With Uncertainty

strategy involves monitoring economic data closely and adjusting policy as needed to achieve their dual mandate of stable prices and maximum...

Nomura – The Week Ahead

Steno Signals #188 – The Inflation Cry Wolf or a Big Wave in the Making!?

Happy Monday, and welcome to our editorial on everything macro! This is the place where we challenge the consensus narrative to uncover the best...

Steno Research

From Gene Hackman to Bitcoin: Signals, Sell-Offs, and Discipline | The New Barbarians #010

The New Barbarians podcast episode 10 on March 3, 2025 pays tribute to Gene Hackman, discusses investors compared to Jimmy Chitwood, analyzes...

William Mann

Global FX and Rates: US moderation vs. tariffs tunes

Overall, the decline in term premium and narrowing gap in 10 year yields, combined with concerns about weakening growth and uncertainty about the...

At Any Rate

Steno Signals #187 – Remember August & September 2024? Tariffs are to blame

Friday’s bizarre scenes in the Oval Office will take some time to digest for all involved counterparties. I don’t feel in a position to judge...

Steno Research

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52-week Range

Market Cap (USDm)

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