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Nomura – The Week Ahead

Nomura
Federal Reserve
Bank Of England
Inflation
US Elections
U.S. Economy
China
Euro Area
Japan
FOMC Meeting
Donald Trump
Kamala Harris
Biden's Debate Performance
Bank Of Japan
UK GDP
European Central Bank
Australia
Core Inflation
CPI
Joe Biden
US Economy

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.

PublishesWeeklyEpisodes251Founded6 years ago
Number of ListenersCategory
Business

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Artwork for Nomura – The Week Ahead

Latest Episodes

This week, we look back at the effects already being felt across the global economy. In the US, we preview employment and inflation releases, and outline why we pushed back the timing of our Fed cut expectations. In Europe, we discuss the latest infl... more

With geopolitics and the US economy in focus at our Central Bankers' Seminar, we are delighted to bring two expert speakers to the podcast. Former Fed Governor and NEC Chair Lael Brainard discusses the outlook for the US economy and the path for the ... more

YouTube

This week, The Middle East conflict remains front and centre. In the US, we discuss the conflict and the health of the consumer and preview the March Payrolls report. In Europe, we compare the spike in oil and gas prices with the 2022 experience and ... more

YouTube

This week, we discuss our views on the policy signals from recent decisions by the Fed, ECB and BOE. In the Middle East, we continue to monitor the impact of the Iran conflict on their respective economies, and any signs of possible de-escalatio, or ... more

YouTube

Key Facts

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Recent Guests

David Sief
Chief Economist for DEVELOP Markets
Nomura
Episode: The Week Ahead - The Fallout from Epic Fury
George Buckley
Chief Economist for the UK and Europe
Nomura
Episode: The Week Ahead - The Fallout from Epic Fury
Craig Chan
Head of Global Ethics Strategy
Nomura
Episode: The Week Ahead - The Fallout from Epic Fury
Andrzej Schipanjak
Nomura London research team member
Nomura
Episode: The Week Ahead - Iran, Oil, and the Central Bank Response
Yubin Paraueles
Nomura Singapore research team member
Nomura
Episode: The Week Ahead - Iran, Oil, and the Central Bank Response
Yoshihiro Nozaki
Nomura Tokyo research team member
Nomura
Episode: The Week Ahead - Iran, Oil, and the Central Bank Response
Euban Parraqueles
Investor relations/market collaborator
Nomura
Episode: The Week Ahead - Iran, Oil, and the Central Bank Response
Zumrut Imamoglu
Chief Economist for Turkey, experienced in Middle East markets
Nomura
Episode: The Week Ahead – Stuck In The Middle With Crude
David Seif
Chief Economist for Developed Markets at Nomura
Nomura
Episode: The Week Ahead – Tariff Uncertainty is Back… Or Is It?

Hosts

Dominic Bunning
Head of G10 FX Strategy; hosts weekly macro-focused briefings
Ewan Parakuelis
Chief Southeast Asia Economist; provides region-specific macro context
Andrew Theisers
Host associated with weekly market overview; Nomura
David Seif
Chief Economist for Developed Markets; macro insights

Reviews

4.9 out of 5 stars from 131 ratings
  • This was a great roundup to set me up for the week ahead.

    Thanks to the Nomura team

    Apple Podcasts
    5
    Suba X
    Singaporea year ago
  • Thanks Nomura!

    A great summary to prepare you for the week ahead.

    Apple Podcasts
    5
    Suba X
    Singapore2 years ago
  • Economics

    Very good podcast about macro economic views and forecasts from Nomura economists and strategists,

    Apple Podcasts
    5
    challom
    France3 years ago
  • Great overview of markets and the economy

    Recently came across this podcast and enjoy the overview format going across multiple geographic areas. Please keep this format as it’s exactly what most other macro podcasts fail to do.

    Apple Podcasts
    5
    Ash Parajuli
    Australia3 years ago
  • Informative

    Informative podcast on economic trends in a concise authoritative format

    Apple Podcasts
    5
    Our boy Ged
    United Kingdom4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate concise, weekly macro overviews that tie data to policy and market moves.
Guests and host deliver timely context that helps frame upcoming data releases and central bank decisions.
High value on region-by-region coverage across US, Europe, and Asia.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#97
Indonesia/Business
Apple Podcasts
#175
Singapore/Business
Apple Podcasts
#178
Brazil/Business

Talking Points

Recent interactions between the hosts and their guests.

The Week Ahead - The Fallout from Epic Fury
Q: What currencies are most vulnerable to the Middle East energy shock, and which are likely to perform well?
Vulnerable currencies include the euro, sterling, and the Japanese yen in G10, with several Asian currencies also at risk; the dollar is expected to perform relatively well in the near term due to terms-of-trade shifts and capital flow patterns, though long-term trends may see the dollar weakening as the US macro slows and deficits evolve.
The Week Ahead - The Fallout from Epic Fury
Q: What are the main risks to the forecasts if Powell stays as chair longer?
A longer Powell tenure could introduce hawkish risks to the forecast, potentially complicating the expected path of rate cuts, though the longer-term trajectory would depend on the evolution of inflation and the political context surrounding the Fed leadership.
The Week Ahead - The Fallout from Epic Fury
Q: Why do you see the Fed's outcome as dovish despite higher yields?
The combination of upgraded growth and inflation projections alongside a maintained easing bias signals that the committee is not aggressively tightening, which, in our view, offsets some of the market's hawkish reaction and keeps the path for rate cuts more likely later in the year.
The Week Ahead - Iran, Oil, and the Central Bank Response
Q: What are you expecting from the Fed next week?
The Fed is expected to hold rates with possible small dissent from dovish members, while acknowledging two-sided risks to growth and inflation and signaling a cautious path going forward.
The Week Ahead – Tariff Uncertainty is Back… Or Is It?
Q: What do you see as the overall impact of the tariffs given the Supreme Court ruling and Trump's response?
Tariffs remain a tool with several powers; while the IEPA authority was curtailed, five other powers—including Section 122 and Section 301—provide remaining avenues to implement tariffs, suggesting policy uncertainty will persist rather than dissipate.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Nomura – The Week Ahead

What is Nomura – The Week Ahead about and what kind of topics does it cover?

A weekly macro-focused briefing that pulls together Nomura economists and strategists to map the coming week's market-moving events. Episodes cover global policy shifts, central bank signals, geopolitical tensions, and their implications for inflation, growth, and asset prices across regions. A standout feature is the panel approach, pairing regional economists with strategists to connect policy, earnings, and macro data into a cohesive outlook, with practical takeaways for traders and investors navigating volatility. The show consistently emphasizes cross-asset context—from oil and tariffs to FX and rates—making it useful for understanding how global developments ripple through markets.

Noteworthy elements include timely analyses of polic... more

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Which podcasts are similar to Nomura – The Week Ahead?

These podcasts share a similar audience with Nomura – The Week Ahead:

1. At Any Rate
2. Global Data Pod
3. UBS On-Air: Market Moves
4. The Markets
5. Thoughts on the Market

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Nomura – The Week Ahead launched 6 years ago and published 251 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Nomura – The Week Ahead?

Recent guests on Nomura – The Week Ahead include:

1. David Sief
2. George Buckley
3. Craig Chan
4. Andrzej Schipanjak
5. Yubin Paraueles
6. Yoshihiro Nozaki
7. Euban Parraqueles
8. Zumrut Imamoglu

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