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Nomura – The Week Ahead

Nomura
Federal Reserve
Tariffs
Inflation
China
European Central Bank
Bank Of England
Japan
United States
Donald Trump
Bank Of Japan
US Economy
India
Economic Growth
Trade Policy
Germany
GDP Growth
U.S. Economy
Fiscal Policy
Labor Market
Asia

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

Uncertainty in the Middle East continues, as key central bank meetings approach.

• In the US, we examine the resilience of the economy and preview the upcoming CPI report.

• In Europe, we review recent inflation data and explain why we expect an ... more

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We discuss the economic impact and investment opportunities of geopolitical transitions, China shock, and the AI revolution reshaping Asia.

At the sidelines of Nomura's Investment Forum Asia (NIFA) in Singapore, we highlight key takeaways from our... more

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This week, geopolitical tensions may be cooling but the fallout is rising with growth, inflation and central bank reactions evolving rapidly.

We look ahead to the US labour market data and the ongoing hawkish shift in Fed communications. In Asia, w... more

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This week, after a sharp rise in global bond yields, we await key inflation data in the US and Euro area, and discuss the fallout in Asia. We preview US core PCE and Euro area inflation, discuss a change in our Fed forecasts, and update on UK politic... more

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Key Facts

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Number of Listeners
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Recent Guests

Jeremy Schwartz
US economist, part of US economics team
Nomura
Episode: The Week Ahead - Adding Fuel To The Fire
Albert Leung
Head of Asia rate strategy, Nomura
Nomura
Episode: The Week Ahead - Adding Fuel To The Fire
John Dalton
Editor/Producer
Nomura
Episode: The Week Ahead - Adding Fuel To The Fire
Harrington Jiang
China economics team member
Nomura
Episode: The Week Ahead – The End of the Beginning, or the Beginning of the End?
Aurodip Nandi
India economist
Nomura
Episode: The Week Ahead – The End of the Beginning, or the Beginning of the End?
Jon Cohn
US rate strategist, Nomura's global markets business
Nomura
Episode: The Week Ahead – Up and Up
Rob Subbaraman
Head of Global Macro Research
Nomura
Episode: The Week Ahead – Central Banks' Bigger Bark Than Bite
Rishi Sharma
Economist, US economics team
Nomura
Episode: The Week Ahead – Diverging Fortunes
Euban Parasuelas
Economist, Singapore office
Nomura
Episode: The Week Ahead – Diverging Fortunes

Hosts

Euban Paracuelas
Host of The Week Ahead; Nomura Economist, Singapore office
Hesri
Host of The Week Ahead; referenced in closing
Dominic Bunning
Host of The Week Ahead; Nomura
Andrew Theisest
Host of The Week Ahead; Nomura Global Markets Research Team
Ewan Parakuelis
Host of The Week Ahead; Nomura

Reviews

4.9 out of 5 stars from 134 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.

Guests are often senior economists providing depth on policy, inflation, and energy.
Strong regional breadth across US/EU/Asia.
Shows clear macro focus with actionable weekly insights.

Chart Rankings

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

Apple Podcasts
#183
Indonesia/Business

Talking Points

Recent interactions between the hosts and their guests.

The Week Ahead – Up and Up
Q: How are risk assets likely to be affected by current rate expectations and geopolitical tensions?
Risk assets have shown resilience, driven by tech leadership and a generally symmetric view of policy risks, though front-end rates remain sensitive to Middle East developments and oil-inflation dynamics, prompting a higher-for-longer outlook.
The Week Ahead – Up and Up
Q: What were the highlights of the FOMC meeting this week?
The meeting presented a dovish bias in the statement despite notable hawkish dissent, with Powell signaling a softer stance as he steps down, and uncertainty about policy direction given leadership changes and data resilience.
The Week Ahead - It's a Fragile Truce
Q: What is your take on the Fed's path given recent data and the March employment surprise?
The consensus is for the Fed to cut twice this year, though markets price in a flatter path; hawkish signals from Fed Minutes indicate a potential two-sided risk and the possibility of later first-rate cuts.
The Week Ahead - It's a Fragile Truce
Q: From a US perspective, do you think the ceasefire will ultimately result in a deal?
The panelists suggest it is uncertain but leaning toward the possibility of a deal, with the likelihood dependent on whether on-the-ground issues (like Lebanon's inclusion) get resolved within the two-week window.
Special Edition: Nomura Central Bankers' Seminar
Q: Do you think that some of these supposed diplomatic efforts from the Trump administration are likely to succeed, or do you think that we'll have further escalation before this is over?
The guest suggests that the outcome depends on the broader geopolitical dynamics and the duration of the conflict, with the possibility of escalation if diplomacy stalls and limited political bandwidth to constrain oil and shipping routes.

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?

Global markets-focused weekly briefing featuring Nomura economists and strategists who dissect inflation, central bank policy, geopolitics, and energy shocks across major regions. Episodes routinely thread US Fed dynamics, European inflation and growth, UK and Asia policy, and Middle East developments into actionable market implications, with special segments on oil, currencies, and rate paths. Notable strengths include multi-region coverage, data-driven analysis, and a consistent emphasis on how policy signals, geopolitical risks, and energy prices interact to shape bonds, equities, and FX. This breadth makes it a strong fit for professionals seeking a pragmatic, cross-asset macro view and timely takeaway ideas for positioning for the week... 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. The Markets
4. The Macro Trading Floor
5. Exchanges

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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. Jeremy Schwartz
2. Albert Leung
3. John Dalton
4. Harrington Jiang
5. Aurodip Nandi
6. Jon Cohn
7. Rob Subbaraman
8. Rishi Sharma

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