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>Global economic activity trending downward, inflation on the rise</li><li>Focus on US-China summit, labor market data, and upcoming inflation report</li><li>Fed may consider rate cuts despite strong labor market and inflation risks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global economic activity trending downward, inflation on the riseFocus on US-China summit, labor market data, and upcoming inflation reportFed may consider rate cuts despite strong labor market and inflation risksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – The End of the Beginning, or the Beginning of the End?

<ul><li>US government shutdown likely, with significant impact on data releases</li><li>US payrolls report delayed by potential government shutdown, expected to show improvement in September</li><li>Nomura's chief economist for developed markets discusses potential outcome of government shutdown and expectations for US payrolls data</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US government shutdown likely, with significant impact on data releasesUS payrolls report delayed by potential government shutdown, expected to show improvement in SeptemberNomura's chief economist for developed markets discusses potential outcome of government shutdown and expectations for US payrolls dataThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Recent tariff announcements reflect cautious optimism on the US Dollar and inflation risks</li><li>Tariff rates of 16-17% could lead to gradual pass through to prices, impacting inflation in the coming months</li><li>Q2 GDP growth rebounded, but domestic final demand slowed, suggesting a gradual economic slowdown in the US, while Canada faces economic challenges and BoC takes a dovish stance</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent tariff announcements reflect cautious optimism on the US Dollar and inflation risksTariff rates of 16-17% could lead to gradual pass through to prices, impacting inflation in the coming monthsQ2 GDP growth rebounded, but domestic final demand slowed, suggesting a gradual economic slowdown in the US, while Canada faces economic challenges and BoC takes a dovish stanceThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<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.

<ul><li>Yield steepenings may be linked to fears of fiscal profligacy and concerns of inflation expectations</li><li>US Exceptionalism theme unraveling, dollar facing downward pressure</li><li>US tax bill moving through House, expected to have modest stimulative economic impact</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Yield steepenings may be linked to fears of fiscal profligacy and concerns of inflation expectationsUS Exceptionalism theme unraveling, dollar facing downward pressureUS tax bill moving through House, expected to have modest stimulative economic impactThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nomura – The Week Ahead
Podcast Exploring Themes Driving Global Markets
• Nomura - The Week Ahead

The Week Ahead – The End of the Beginning, or the Beginning of the End?

Global economic activity remains weak with rising inflation, geopolitical focus shifts to US-China summit and local elections, Japanese yen slide...

Nomura – The Week Ahead

The Week Ahead – Course Correction?

This week, market volatility is driven by lower US yields and a higher US dollar, uncertainty surrounding a potential government shutdown, delayed...

Nomura – The Week Ahead

The Week Ahead – Is Trump Winning?

The US Dollar is reflecting positive sentiment and avoiding worst case tariff scenarios, while Fed Chair Powell remains cautious on inflation risks...

Nomura – The Week Ahead

The Week Ahead – Signs of Tarifflation

Andrei Szczepanyak predicts Chair Powell will likely complete his term in Europe, while tariff threats on the EU and upcoming Japanese elections...

Nomura – The Week Ahead

The Week Ahead – Big and Beautiful

Economists discuss concerns over fiscal profligacy and inflation expectations, the impact of the US tax bill, and upcoming key data points to watch.

Nomura – The Week Ahead