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>Volatility continues to ease with US recession fears and Bank of Japan induced volatility fading</li><li>Several central banks, including New Zealand and the Philippines, have joined the rate cut party, while Norway's central bank kept rates unchanged</li><li>US CPI report showed higher than expected inflation, particularly in rental and OER inflation, with expectations of continued growth at close to trend level in the US economy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Volatility continues to ease with US recession fears and Bank of Japan induced volatility fadingSeveral central banks, including New Zealand and the Philippines, have joined the rate cut party, while Norway's central bank kept rates unchangedUS CPI report showed higher than expected inflation, particularly in rental and OER inflation, with expectations of continued growth at close to trend level in the US economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Some Do, Some Don’t, Some Will, Some Won’t

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 from Copenhagen!As usual, we use Monday to look ahead at the upcoming week.</li>
<li>We are currently focused on the Nat Gas trade, which is trending aggressively upward due to 1) Ukrainian disruptions affecting the remaining MCMs flowing through the Brotherhood pipeline, 2) the upcoming Norwegian maintenance season, and 3) very early signs of bottoming demand.</li>
<li>It still seems mostly driven by the supply side, with the current drawdown in supplies via Sudzha in Russia accounting for around 0.5% of daily inflow.</li>
</ul>


Happy Monday from Copenhagen!As usual, we use Monday to look ahead at the upcoming week.
We are currently focused on the Nat Gas trade, which is trending aggressively upward due to 1) Ukrainian disruptions affecting the remaining MCMs flowing through the Brotherhood pipeline, 2) the upcoming Norwegian maintenance season, and 3) very early signs of bottoming demand.
It still seems mostly driven by the supply side, with the current drawdown in supplies via Sudzha in Russia accounting for around 0.5% of daily inflow.


The Week At A Glance: Soft Inflation, accelerating Nat Gas and input costs..

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>Weak employment data led to a shift in Fed forecast, with projected rate cuts in September and November</li><li>Rates have backed off from lows, with markets pricing in a less dovish path</li><li>Treasury market in transition, with dealer balance sheets at bloated levels and auctions showing poor results due to lack of demand from traditional investors.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Weak employment data led to a shift in Fed forecast, with projected rate cuts in September and NovemberRates have backed off from lows, with markets pricing in a less dovish pathTreasury market in transition, with dealer balance sheets at bloated levels and auctions showing poor results due to lack of demand from traditional investors.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US Rates: July Morning turns into Cruel Summer

<ul><li>Volatility surged in financial markets due to events like the Bank of Japan meeting, Fed meeting, Bank of England rate cut, and disappointing US jobs numbers</li><li>Macro data and economic indicators will play a key role in stabilizing or further destabilizing the markets</li><li>Safe haven currencies like the yen and dollar are expected to perform well, while currencies tied to global growth like the Australian and New Zealand dollar may struggle</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Volatility surged in financial markets due to events like the Bank of Japan meeting, Fed meeting, Bank of England rate cut, and disappointing US jobs numbersMacro data and economic indicators will play a key role in stabilizing or further destabilizing the marketsSafe haven currencies like the yen and dollar are expected to perform well, while currencies tied to global growth like the Australian and New Zealand dollar may struggleThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US CPI, UK GDP and CPI and Norges Bank Meeting

<ul><li>Welcome to our US Inflation Watch.</li><li>We see US CPI inflation coming in at 2.8% YoY and 0.1% MoM, with core inflation at firm  3.1% YoY and 4 bps hotter than headline on the month.</li><li>This is clearly below the early consensus, even if a few contributors dare to forecast even lower inflation levels than us.</li></ul>

Welcome to our US Inflation Watch.We see US CPI inflation coming in at 2.8% YoY and 0.1% MoM, with core inflation at firm  3.1% YoY and 4 bps hotter than headline on the month.This is clearly below the early consensus, even if a few contributors dare to forecast even lower inflation levels than us.

US Inflation Watch: Disinflation scare or relief?

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)

Some Do, Some Don’t, Some Will, Some Won’t

Overall, market volatility is easing and central banks are making rate cuts, though the Fed is expected to start cutting rates in September and the...

Nomura – The Week Ahead

The Week At A Glance: Soft Inflation, accelerating Nat Gas and input costs..

Happy Monday from Copenhagen!As usual, we use Monday to look ahead at the upcoming week. We are currently focused on the Nat Gas trade, which is...

Steno Research

US Rates: July Morning turns into Cruel Summer

The payroll report showed weaker than expected numbers and the unemployment rate rose to 4.3%, leading to projections of 50 basis point cuts by the...

At Any Rate

US CPI, UK GDP and CPI and Norges Bank Meeting

The global financial market experienced volatility due to uncertainty surrounding central bank meetings, economic data, and trade tensions, with...

Nomura – The Week Ahead

US Inflation Watch: Disinflation scare or relief?

Welcome to our US Inflation Watch. We see US CPI inflation coming in at 2.8% YoY and 0.1% MoM, with core inflation at firm 3.1% YoY and 4 bps...

Steno Research

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