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>Key data releases in the upcoming week include PMI data from China, CPI data from Tokyo and Australia, GDP data from India, and Industrial production data from Korea</li><li>US core PCE inflation data forecasted to be 0.252% for April, indicating a possible slowdown in inflation</li><li>Fed expected to delay easing cycle start until September, with recent data showing signs of slowing growth and consumer sector cracks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Key data releases in the upcoming week include PMI data from China, CPI data from Tokyo and Australia, GDP data from India, and Industrial production data from KoreaUS core PCE inflation data forecasted to be 0.252% for April, indicating a possible slowdown in inflationFed expected to delay easing cycle start until September, with recent data showing signs of slowing growth and consumer sector cracksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by Ted Seides on Capital Allocators, Capital Allocators

Capital Allocators

Podcast by Ted Seides on Capital Allocators

Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors.

Cross Asset Strategy

<ul><li>Dan Taniba moved to India 25 years ago, transitioning from the startup and venture capital world to public equities in 2007</li><li>Discussion covers challenges of venture capital, investing in India, and the case for public equities</li><li>Conversation delves into India capital's perspective on various aspects of investing, with examples and personal anecdotes interwoven throughout.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dan Taniba moved to India 25 years ago, transitioning from the startup and venture capital world to public equities in 2007Discussion covers challenges of venture capital, investing in India, and the case for public equitiesConversation delves into India capital's perspective on various aspects of investing, with examples and personal anecdotes interwoven throughout.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dan Tennebaum - The Case for India at India Capital (EP.387)

FX & Rates

<ul><li>Trump plans to put serious tariffs on Mexico and Canada due to immigration and drug issues, impacting Asian currencies</li><li>US and UK CPI data in focus for the week ahead, with expectations of higher inflation</li><li>Currency depreciation pressures in Asia expected to continue, with China and Korea most vulnerable to depreciation pressures</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Trump plans to put serious tariffs on Mexico and Canada due to immigration and drug issues, impacting Asian currenciesUS and UK CPI data in focus for the week ahead, with expectations of higher inflationCurrency depreciation pressures in Asia expected to continue, with China and Korea most vulnerable to depreciation pressuresThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – CPI, China, and Currencies

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>Recent washout in EMFX carry trades</li><li>Currency volume may increase as global growth remains firm and interest rates change</li><li>US elections event risk pricing may see heightened sensitivity and volatility as election day approaches</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent washout in EMFX carry tradesCurrency volume may increase as global growth remains firm and interest rates changeUS elections event risk pricing may see heightened sensitivity and volatility as election day approachesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: FX Volatility Bumpy, but Capped in H2

India

The Indian rupee is the official currency of India. 

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Inflation Moderation?

Key economic data releases from China, the US, and Europe are closely monitored for signals on inflation and growth, while the Fed is expected to...

Nomura – The Week Ahead

Dan Tennebaum - The Case for India at India Capital (EP.387)

Dan moved to India 25 years ago, transitioning from startups and venture capital to public markets, sharing insights on his journey and experiences...

Capital Allocators

The Week Ahead – CPI, China, and Currencies

Trump suggests implementing tariffs to stop immigration from Mexico and Canada, US and UK CPI data expected to be higher, Fed may be hawkish on...

Nomura – The Week Ahead

Global FX: FX Volatility Bumpy, but Capped in H2

The recent washout in EMFX carry trades, low FX volume compared to other indicators, firm global growth and broad PMI strength, the world being...

At Any Rate

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52-week Range

Market Cap (USDm)

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