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>David discusses US inflation outlook and sees signs of tariff-induced inflation, still maintains Fed cut only in December</li>
<li>Market reacts to potential firing of Chair Powell by Trump, unlikely due to short remaining term</li>
<li>Labor market and tariff-related inflation key factors in Fed decision-making, Fed cut pricing at only slightly higher than 50% for September</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


David discusses US inflation outlook and sees signs of tariff-induced inflation, still maintains Fed cut only in December
Market reacts to potential firing of Chair Powell by Trump, unlikely due to short remaining term
Labor market and tariff-related inflation key factors in Fed decision-making, Fed cut pricing at only slightly higher than 50% for September

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.

FX & Rates

<ul><li>Discussion covers topics including dollar signals, $CNY fixes, tariffs, and observations on Swiss and sterling</li><li>Dollar remains bearish despite some systematic signals turning less bearish or even bullish</li><li>Client sentiment may be shifting tactically towards throwing in the towel on the bearish dollar trend due to technical patterns, but long-term view remains unchanged</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion covers topics including dollar signals, $CNY fixes, tariffs, and observations on Swiss and sterlingDollar remains bearish despite some systematic signals turning less bearish or even bullishClient sentiment may be shifting tactically towards throwing in the towel on the bearish dollar trend due to technical patterns, but long-term view remains unchangedThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Head coach of Darien Little League Challenger Division</li><li>Focus on AI infrastructure and hot sectors in the stock market</li><li>Discussion on world's central bankers and fiscal expansions in Germany</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Head coach of Darien Little League Challenger DivisionFocus on AI infrastructure and hot sectors in the stock marketDiscussion on world's central bankers and fiscal expansions in GermanyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Reimagining Venture Capital Through Impact Investing | Chris Maher on Disability Innovation

<ul><li>Recap of last week's events including good inflation news, pressure on Fed to cut interest rates, tensions between Israel and Iran escalating, and market outcomes</li><li>Factors showing risk-on sentiment with sales growth up, EPS growth strong, volatility and quality return on equity fluctuating</li><li>Discussion on factors influencing return on equity and quality, with insights into market trends and data analysis techniques</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recap of last week's events including good inflation news, pressure on Fed to cut interest rates, tensions between Israel and Iran escalating, and market outcomesFactors showing risk-on sentiment with sales growth up, EPS growth strong, volatility and quality return on equity fluctuatingDiscussion on factors influencing return on equity and quality, with insights into market trends and data analysis techniquesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Barbarians with Bandwidth: Why Christina Qi Left the Hedge Fund World to Reinvent Data

<ul>
<li>FX volumes expected to remain steady in the next month and a half before potentially increasing later in Q3</li>
<li>Dollar risk reversals are priced expensively for puts, suggesting the need for alternative option structures</li>
<li>Consideration of bullish yen option trades in lower beta crossian underlyings like CNH as alternatives to dollar yen positions due to stretched spec positioning and high carry costs</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


FX volumes expected to remain steady in the next month and a half before potentially increasing later in Q3
Dollar risk reversals are priced expensively for puts, suggesting the need for alternative option structures
Consideration of bullish yen option trades in lower beta crossian underlyings like CNH as alternatives to dollar yen positions due to stretched spec positioning and high carry costs

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

Global FX Derivatives: Thin Cushion. A Slippery Slope from Calm to Uncertainty

United States

The US dollar is the official currency of the United States of America.

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USD (USD CURNCY)

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Chris and Bill coach a Little League team, the markets are tumultuous due to events in the Middle East, Wolf Research is focusing on AI...

William Mann

Barbarians with Bandwidth: Why Christina Qi Left the Hedge Fund World to Reinvent Data

Overall, last week saw positive economic news, with the Fed under pressure to cut interest rates, escalating tensions between Israel and Iran...

William Mann

Global FX Derivatives: Thin Cushion. A Slippery Slope from Calm to Uncertainty

For the next month and a half, FX volumes are expected to remain steady before a possible increase in late Q3, with dollar performance likely to...

At Any Rate

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