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.

Cross Asset Strategy

<ul><li>Trump announced potential tariff policies on social media targeting Canada and Mexico, leading to a weakening in both currencies.</li><li>Trump appointed key members to his economic team, setting the tone for his administration's policies.</li><li>Markets are anticipating the Fed meeting in December, with expectations of a dovish hold and strong labor market reports.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Trump announced potential tariff policies on social media targeting Canada and Mexico, leading to a weakening in both currencies.Trump appointed key members to his economic team, setting the tone for his administration's policies.Markets are anticipating the Fed meeting in December, with expectations of a dovish hold and strong labor market reports.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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>Money fund balances have continued to grow despite Fed rate cuts due to attractive yields relative to other liquidity products</li><li>Most of the cash in money funds is liquidity money, making them a compelling place to park cash</li><li>Money funds tend to see inflows heading into an easing cycle and persist even as the yield curve begins to disinvert or steepen, with outflows only occurring once the curve stabilizes.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Money fund balances have continued to grow despite Fed rate cuts due to attractive yields relative to other liquidity productsMost of the cash in money funds is liquidity money, making them a compelling place to park cashMoney funds tend to see inflows heading into an easing cycle and persist even as the yield curve begins to disinvert or steepen, with outflows only occurring once the curve stabilizes.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US Rates: Cash on the sidelines or just cash?

Macroeconomics

<ul><li>The Fed is expected to cut rates by 50 basis points on Wednesday, with additional cuts expected in November and December</li><li>There is uncertainty in the markets with regards to the size of the rate cut, with equal probabilities for a 25 or 50 basis point cut</li><li>Near term uncertainty is high, leading to bullishness on volatility in the markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Fed is expected to cut rates by 50 basis points on Wednesday, with additional cuts expected in November and DecemberThere is uncertainty in the markets with regards to the size of the rate cut, with equal probabilities for a 25 or 50 basis point cutNear term uncertainty is high, leading to bullishness on volatility in the marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

<ul><li>Business executives blame regulations for hindering innovation and making products more expensive</li><li>Supreme Court overturned Chevron deference, giving businesses more power to challenge regulations</li><li>The end of Chevron rule may lead to confusion and legal challenges for businesses in regulated industries</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Business executives blame regulations for hindering innovation and making products more expensiveSupreme Court overturned Chevron deference, giving businesses more power to challenge regulationsThe end of Chevron rule may lead to confusion and legal challenges for businesses in regulated industriesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Odd Lots podcast discusses trade tensions between the US and China, drawing parallels to past trade conflicts with Japan</li><li>Pop culture references and historical anecdotes provide context for current trade disputes</li><li>Guest Stephen Roach, a senior fellow at Yale Law School and former chairman of Morgan Stanley Asia, offers insights on the errors of current approach to China</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Odd Lots podcast discusses trade tensions between the US and China, drawing parallels to past trade conflicts with JapanPop culture references and historical anecdotes provide context for current trade disputesGuest Stephen Roach, a senior fellow at Yale Law School and former chairman of Morgan Stanley Asia, offers insights on the errors of current approach to ChinaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy

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The Week Ahead - Give Thanks For

President Trump announces potential tariff policies on social media, appoints Scott Besant as Treasury Secretary, leading to market volatility and...

Nomura – The Week Ahead

US Rates: Cash on the sidelines or just cash?

Money fund balances are growing despite rate cuts, with AUMs at a record high of $6.6 trillion, offering compelling yields compared to deposits and...

At Any Rate

US Rates: Schrodinger’s Cut

Central banks around the world are cutting rates, with the Fed expected to follow suit with a 50 basis point cut, leading to market uncertainty and...

At Any Rate

Less Regulation, More Problems?

The overturning of the Chevron deference by the Supreme Court may lead to increased challenges of regulations by businesses, causing uncertainty...

Behind the Money

Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy

The Odd Lots podcast examines US trade tensions with China by comparing them to past trade tensions with Japan in the 1980s, discussing the...

Odd Lots

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