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>Colleagues in the US made an important change to their Fed forecasts this year</li><li>Market sentiment may be jittery in February, with focus on global tech stocks and testing US Exceptionalism narrative</li><li>US Employment report at the end of the week is extra important to watch, with expectations for benign data, but potential risks and noise in the report due to factors like wildfires and updates to population estimates for the household survey.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Colleagues in the US made an important change to their Fed forecasts this yearMarket sentiment may be jittery in February, with focus on global tech stocks and testing US Exceptionalism narrativeUS Employment report at the end of the week is extra important to watch, with expectations for benign data, but potential risks and noise in the report due to factors like wildfires and updates to population estimates for the household survey.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.

Cross Asset Strategy

<ul><li>Uncertainty around AI breakthroughs in non-US companies adds a layer of uncertainty to US tech stock valuations</li><li>Impact of AI disruption on emerging markets is uncertain, with potential benefits from democratization of technology but challenges in AI preparedness</li><li>EM fixed income assets may be impacted by market relationships and US equity valuations in response to AI breakthroughs</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Uncertainty around AI breakthroughs in non-US companies adds a layer of uncertainty to US tech stock valuationsImpact of AI disruption on emerging markets is uncertain, with potential benefits from democratization of technology but challenges in AI preparednessEM fixed income assets may be impacted by market relationships and US equity valuations in response to AI breakthroughsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income Focus: Tech ‘n’ Tariffs

United States

iShares U.S. Technology ETF is an exchange-traded fund incorporated in the USA. The Fund's objective seeks investment results that correspond to the performance of the Dow Jones U.S. Technology Capped Index. The Fund will concentrate its investments in the technology sector of the U.S. market to approximately the same extent the Index is so concentrated.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

iShares US Technology ETF (IYW US)

The Week Ahead – Snaky Ways

Colleagues in the US made an important change to Fed forecasts, market sentiment may be jittery in February with questions about tech stocks and US...

Nomura – The Week Ahead

EM Fixed Income Focus: Tech ‘n’ Tariffs

Overall, the potential impact of AI breakthroughs on US tech stocks and EM fixed income assets is uncertain and may have varying effects on global...

At Any Rate

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)