Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

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.

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

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


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.

The Week Ahead – Signs of Tarifflation