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>Expectations for on-hold decision at upcoming FOMC meeting, with continued emphasis on patience from the Fed</li><li>BoE likely to pause cutting cycle with similar forward guidance, while Bank of Japan expected to skip hiking cycle</li><li>Fed focused on potential inflationary impact of tariffs, balancing risks of growth and price increases in uncertain environment.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Expectations for on-hold decision at upcoming FOMC meeting, with continued emphasis on patience from the FedBoE likely to pause cutting cycle with similar forward guidance, while Bank of Japan expected to skip hiking cycleFed focused on potential inflationary impact of tariffs, balancing risks of growth and price increases in uncertain environment.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – Grappling With Uncertainty

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>Episode 10 of New Barbarians podcast covers recent events and discusses Gene Hackman's passing</li><li>Mark Connors shares insights on investors seeking certainty and compares them to characters in Gene Hackman's movies</li><li>Trump's statements on Truth social and implications for the crypto market are analyzed, drawing parallels to themes of integrity and leadership in Hoosiers.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 10 of New Barbarians podcast covers recent events and discusses Gene Hackman's passingMark Connors shares insights on investors seeking certainty and compares them to characters in Gene Hackman's moviesTrump's statements on Truth social and implications for the crypto market are analyzed, drawing parallels to themes of integrity and leadership in Hoosiers.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

From Gene Hackman to Bitcoin: Signals, Sell-Offs, and Discipline | The New Barbarians #010

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>Term premium in US macro picture and interest rates has fallen significantly over the past month</li><li>Treasury Secretary's comments indicating no changes in coupon auction sizes or debt profile have impacted term premium</li><li>Recent concerns about weakening growth have led to market pricing in more Fed rate cuts, despite strong labor market and potential upside risks to inflation forecast</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Term premium in US macro picture and interest rates has fallen significantly over the past monthTreasury Secretary's comments indicating no changes in coupon auction sizes or debt profile have impacted term premiumRecent concerns about weakening growth have led to market pricing in more Fed rate cuts, despite strong labor market and potential upside risks to inflation forecastThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX and Rates: US moderation vs. tariffs tunes

<ul><li>Episode nine of the Barbarians podcast covers updates on Trump's presidency and economic investing outlooks</li><li>Discussion on the impact of demographics on GDP growth and the innovation in sports like hockey</li><li>Analysis of returns in relation to policy changes and the rise in gold prices, with a reference to a scene from Animal House for perspective.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode nine of the Barbarians podcast covers updates on Trump's presidency and economic investing outlooksDiscussion on the impact of demographics on GDP growth and the innovation in sports like hockeyAnalysis of returns in relation to policy changes and the rise in gold prices, with a reference to a scene from Animal House for perspective.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Markets, Debt, and Gold: A Month Into Trump’s Presidency | The New Barbarians #009

<ul><li>Episode number eight of the Barbarians podcast on Valentine's Day, February 14, 2025, featuring guest Kevin Jang, CIO of Virgo Digital Asset Management</li><li>Kevin's background includes experience in trading fixed income markets and digital assets, providing valuable insights on correlations between traditional macroeconomics and digital assets</li><li>Discussion on recent market events such as blowout jobs numbers and higher than expected CPI, signaling a potential turning point in the markets and a shift in investor sentiment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode number eight of the Barbarians podcast on Valentine's Day, February 14, 2025, featuring guest Kevin Jang, CIO of Virgo Digital Asset ManagementKevin's background includes experience in trading fixed income markets and digital assets, providing valuable insights on correlations between traditional macroeconomics and digital assetsDiscussion on recent market events such as blowout jobs numbers and higher than expected CPI, signaling a potential turning point in the markets and a shift in investor sentimentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Kevin Jiang - The Biggest Trade of Our Lifetime & The Next Financial Shift | The New Barbarians #008

United States

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

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

USD (USD CURNCY)

The Week Ahead – Grappling With Uncertainty

strategy involves monitoring economic data closely and adjusting policy as needed to achieve their dual mandate of stable prices and maximum...

Nomura – The Week Ahead

From Gene Hackman to Bitcoin: Signals, Sell-Offs, and Discipline | The New Barbarians #010

The New Barbarians podcast episode 10 on March 3, 2025 pays tribute to Gene Hackman, discusses investors compared to Jimmy Chitwood, analyzes...

William Mann

Global FX and Rates: US moderation vs. tariffs tunes

Overall, the decline in term premium and narrowing gap in 10 year yields, combined with concerns about weakening growth and uncertainty about the...

At Any Rate

Markets, Debt, and Gold: A Month Into Trump’s Presidency | The New Barbarians #009

Episode nine of Barbarians discusses the first 30 days of Trump's presidency, economic investing outlooks, the impact of the aging boomer...

William Mann

Kevin Jiang - The Biggest Trade of Our Lifetime & The Next Financial Shift | The New Barbarians #008

On the Valentine's Day episode of Barbarians podcast, Kevin Jang, CIO of Virgo Digital Asset Management, discusses digital assets and their...

William Mann

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)