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Nomura – The Week Ahead

by Nomura

Chart positions today · Australia

Not on the Australia charts we track today.

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Latest episodes

  • The Week Ahead - Mon Dieu!

    October 9, 2026 · 25 min

    We take a deep-dive into French bond market turmoil, while tracking other risks and key events ahead. In Europe, we examine French and peripheral bond markets with special guest Marine Mazet. In the US, we preview coming inflation and…

  • The Week Ahead - Blow Up?

    October 2, 2026 · 25 min

    Amid very volatile rate movements, we examine the impact of economic and political fundamentals on markets. In the US we analyse the latest labour market release, recent inflation data, and less-hawkish Fed-speak. In Europe, we discuss…

  • The Week Ahead - Special Episode - Fireside Chat with Dr Catherine L Mann

    October 1, 2026 · 17 min

    What's priced in? Risk premia vs real policy.  Live from the Nomura London Macro Forum our lead economists discuss with Dr Mann, whether market pricing or consensus outlook is closer to BoE thinking. Amid elevated uncertainty, how far do…

  • The Week Ahead – Still looking cloudy from the summit

    September 25, 2026 · 26 min

    Risk-off mode despite the Trump-Xi meeting, and ahead of US core PCE and jobs report, China PMIs, CPI in Europe, and a likely RBA hike. We offer some thoughts on the Trump-Xi summit, and preview core PCE and labor market data in the US. In…

  • The Week Ahead - A Double Header of Hikes

    September 18, 2026 · 25 min

    This week, we start with expectations for additional hikes by the Fed and BOJ this year. In Europe, we preview the Riksbank, Norges Bank, and SNB, which we all expect to stay on-hold. In Asia, we see Bank Indonesia standing pat, core…

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  • The Week Ahead - Crunch time for the Fed and the BOJ

    September 11, 2026 · 18 min

    Fragile bond markets seek relief; will central banks deliver? In the US, we review the August CPI and preview the FOMC meeting and Fed outlook. In Europe, we share our take on the ECB and the coming BOE meeting. Across Asia, we preview the…

  • The Week Ahead - Back to School

    September 4, 2026 · 21 min

    US rate pricing remains volatile between key data releases and contrasting Fed speak, but tightening by the ECB looks much more certain. US jobs data were resilient, leaving the market awaiting inflation data to ascertain the Fed's next…

  • The Week Ahead – Going down to Jackson

    August 28, 2026 · 35 min

    Central banks and rates in the spotlight. For North America, we preview the Bank of Canada policy meeting, US payrolls data, and discuss the central bank gathering at Jackson Hole. In Europe, we conduct an inflation deep-dive and examine…

  • The Week Ahead - Hole-ding Out for a Hero

    August 21, 2026 · 27 min

    Fed Chair Warsh's Jackson Hole speech comes into view, as do political risks in Europe and a range of Asian central banks. We discuss the Fed Chair's upcoming speech at Jackson Hole, the likely Fed path and US-Canada trade. In Europe…

  • The Week Ahead – Light on data and low on clarity

    August 14, 2026 · 33 min

    Preview of FOMC minutes, UK CPI, Riksbank, China activity data and BI, plus a special segment with Akshay Prasad, IWM Head of Investment Products & Advisory Solutions. We outline what to look out for in the FOMC minutes, UK CPI and labor…

  • The Week Ahead - Up and Down

    August 7, 2026 · 21 min

    The uncertain oil outlook remains a key theme, while markets await the US CPI report for fresh Fed clues. In the US, we share our forecasts for the coming CPI and retail sales releases and our Fed outlook. In Europe, we preview the central…

  • The Week Ahead – Mr Un-credible?

    July 31, 2026 · 36 min

    Markets start to question Fed credibility, fiscal issues stay in focus for the UK, while Japan's monetary and FX policy come into the spotlight. We discuss the Fed Chair's mixed messages and preview next week's labour market release. In…

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About the show

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.