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.

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

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>German 2025 draft budget announcement includes sharp increase in federal deficit, driven by infrastructure and defense spending commitments</li><li>Analysts predict slippages in government investment delivery, with government deficit expected to stay around 3.1% of GDP for 2025</li><li>NATO summit agreement to target 5% defense spending as a share of GDP by 2035 may have implications for fiscal and issuance dynamics in Europe.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

German 2025 draft budget announcement includes sharp increase in federal deficit, driven by infrastructure and defense spending commitmentsAnalysts predict slippages in government investment delivery, with government deficit expected to stay around 3.1% of GDP for 2025NATO summit agreement to target 5% defense spending as a share of GDP by 2035 may have implications for fiscal and issuance dynamics in Europe.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: European rates markets roundup: German fiscal, NATO meeting, carry themes, de-dolla...

<ul><li>Introduction of David as a special guest and first client of Harmonic Insights</li><li>Discussion on market dynamics, including non-US equities, Bitcoin, and gold</li><li>Focus on oil's volatility, with a 9% drop in the last five days and recent events impacting Bitcoin</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Introduction of David as a special guest and first client of Harmonic InsightsDiscussion on market dynamics, including non-US equities, Bitcoin, and goldFocus on oil's volatility, with a 9% drop in the last five days and recent events impacting BitcoinThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

"The Data Bottleneck in Quant Finance — and How to Break It" With David Forino, CTO of Quanted

United States

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German 2025 draft budget includes sharp increase in federal deficit, leading to implications for bond issuance, economist expectations for...

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Harmonic Insights discusses market journey with special guest, highlighting recent news, significant market moves, and market dynamics, emphasizing...

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