
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.
| Publishes | Twice weekly | Episodes | 251 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

Tracking second-round inflation effects from oil, and a second round of USD strength. In the US, we examine the latest inflation clues, the Fed outlook and the coming payrolls report. In Europe, we preview the central bank gathering in Sintra, the EC... more
New Fed Chair Warsh moved markets meaningfully – we discuss how to think about US monetary policy from here. Kevin Warsh's first FOMC meeting as Chair caused a big reaction in markets; we outline what to expect from US monetary policy from here. In E... more
Dr. Leslie Teo, one of our eminent speakers at the Nomura Investment Forum Asia (NIFA), discusses all things AI. Dr. Leslie Teo talks about his views on where economic value from AI is created over the long term and the monetization of large AI capex... more
This week, we expect on-hold decisions by the Fed, BOE, SNB, Riksbank, Norges Bank, RBA and BI, but hikes by BOJ, BSP and CBC. We expect the Fed, BOE, SNB, Riksbank, Norges Bank, RBA and BI to all keep policy rates unchanged. By contrast, we see the ... more
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Thanks to the Nomura team
A great summary to prepare you for the week ahead.
Very good podcast about macro economic views and forecasts from Nomura economists and strategists,
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.
Informative podcast on economic trends in a concise authoritative format
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #80 | |
Apple Podcasts | #232 |
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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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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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Recent guests on Nomura – The Week Ahead include:
1. Ng Eng Hen
2. Richard Moore
3. Roshir Sharma
4. Andrzej Japaniak
5. Uichiro Nozaki
6. David Seife
7. Albert Leung
8. John Dalton
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