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>Peace hopes are higher and tariff fears have subsided for now</li><li>China hosting summit with tech entrepreneurs could boost economy</li><li>Markets becoming complacent over Trump's policies, uncertainty remains on future developments</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Peace hopes are higher and tariff fears have subsided for nowChina hosting summit with tech entrepreneurs could boost economyMarkets becoming complacent over Trump's policies, uncertainty remains on future developmentsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – Risk Sentiment Intact, For Now

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 Sunday, everyone, and welcome to our weekly editorial on all things macro.</li><li>Everyone I’ve spoken to today has asked me, “How would you go long the USD at the Wellington open?” That, in itself, says a lot about sentiment.</li><li>I’m currently making my way home from the U.S. after meeting with a ton of investors over the past three days, and I’ve come away with the view that a weaker USD is now the pain trade.</li></ul>

Happy Sunday, everyone, and welcome to our weekly editorial on all things macro.Everyone I’ve spoken to today has asked me, “How would you go long the USD at the Wellington open?” That, in itself, says a lot about sentiment.I’m currently making my way home from the U.S. after meeting with a ton of investors over the past three days, and I’ve come away with the view that a weaker USD is now the pain trade.

Steno Signals #183 – The Pain Trade is a Weaker USD, While China Could Surprise on the Upside

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.

Cross Asset Strategy

<ul><li>Inflation, particularly in housing costs, has been a big theme in recent American life.</li><li>Despite the Fed raising interest rates to fight inflation, rent price growth has been moderating.</li><li>Multifamily housing developers are feeling the strain of higher interest rates and a lack of supply due to decreased activity in the market.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inflation, particularly in housing costs, has been a big theme in recent American life.Despite the Fed raising interest rates to fight inflation, rent price growth has been moderating.Multifamily housing developers are feeling the strain of higher interest rates and a lack of supply due to decreased activity in the market.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Get Ready For Another Shock to Housing Affordability

<ul><li>President Trump's inauguration caused volatility in financial markets</li><li>Expectation that Trump will impose significant tariffs on China and other countries</li><li>Fed expected to keep rates on hold at upcoming FOMC meeting</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

President Trump's inauguration caused volatility in financial marketsExpectation that Trump will impose significant tariffs on China and other countriesFed expected to keep rates on hold at upcoming FOMC meetingThis 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>Global government issuance trends are bearish, with widening deficits and increasing net issuance in major economies</li>
<li>Euro area, UK, and US are all facing significant supply pressures, leading to concerns about term premium and yield curve steepening</li>
<li>Japan is expected to see a slowdown in net issuance, but QT policies will still impact the JGB curve, potentially leading to a flattening bias in 2025.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Global government issuance trends are bearish, with widening deficits and increasing net issuance in major economies
Euro area, UK, and US are all facing significant supply pressures, leading to concerns about term premium and yield curve steepening
Japan is expected to see a slowdown in net issuance, but QT policies will still impact the JGB curve, potentially leading to a flattening bias in 2025.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates - 2025 Global government issuance outlook

United States

IShares US Treasury Bond is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the ICE U.S. Treasury Core Bond Index.

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iShares US Treasury Bond ETF (GOVT US)

The Week Ahead – Risk Sentiment Intact, For Now

Overall, there are mixed indicators on the global economic outlook with hopes for peace and lower tariffs but ongoing uncertainty and slowing...

Nomura – The Week Ahead

Steno Signals #183 – The Pain Trade is a Weaker USD, While China Could Surprise on the Upside

Happy Sunday, everyone, and welcome to our weekly editorial on all things macro. Everyone I’ve spoken to today has asked me, “How would you go...

Steno Research

Get Ready For Another Shock to Housing Affordability

Nationwide concerns over inflation, specifically in housing costs, have led to rising rent prices despite some moderation, with the Fed's interest...

Odd Lots

The Week Ahead – One Week In

Following Trump's inauguration, market volatility was seen with focus on immigration, energy policy, and space exploration, as well as a softer...

Nomura – The Week Ahead

Global Rates - 2025 Global government issuance outlook

Global Macro Research is predicting government trends and fiscal focus, with euro area and UK budget deficits widening and US Treasury Department...

At Any Rate

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52-week Range

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