George Moran, Host and European Economist, David Seif, Chief Development Markets Economist and George Buckley, Chief UK & Euro Area Economist discuss the key themes driving global markets over the coming week. US CPI is poised to slow but still providing little relief to the Fed, and the UK labour market report a key test for a Bank of England rate…

Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Kohei Okazaki, Senior Japan Economist and Hannah Liu, China Economist as they review review FOMC communication, Yen volatility and look to key market drivers over the week ahead. Chapters: Europe (02:59), U.S. (07:16), Japan (08:47), China (1…

Hear from Andrew Ticehurst, Host and Australia Economist, Andrzej Szczepaniak, Senior European Economist, Jeremy Schwartz, U.S. Economist and Hannah Liu, China Economist as they discuss this week’s central bank and data surprises, and share their take on key economic reports and events over the coming week. Chapters: U.S. (02:34), Europe (08:47), A…

The U.S. economic machine rolls on and the BoE and ECB are now likely to cut a slower pace. Hear from George Moran, Host and European Economist, Jeremy Schwartz, U.S. Economist, and Kohei Okazaki, Senior Japan Economist, as they discuss their take on key U.S., Europe and Asia data out next week. Chapters: (U.S. 03:20), (Euro Area 06:12), (Asia 11:5…

Hear from Andrew Ticehurst, Host and Australia Economist, George Buckley, Chief UK and Euro Area Economist, Ruchir Sharma, US Economist and Hannah Liu, China Economist as they discuss this week’s US CPI surprise and market reaction, and share their take on key US, Europe and Asia data out next week. Chapters: (US 02:19), (Euro Area 06:21), (Asia 10…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:15), we have CPI, the FOMC minutes and PPI. In Europe (07:00), it’s the euro area Sentix, ECB policy meeting and UK GDP. Then it’s the latest from Asia (11:15) with China and India CPI, RBNZ meeting as well as glob…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (03:05), we have ISM, payroll reports and communication from key Fed officials. In Europe (06:35), we have PMI, inflation and uemployment data. Then it’s the latest from Asia (9:30), with a central bank meeting in Indi…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:10), we have the PCE deflator, consumer confidence and durable goods orders. In Europe (07:06), it’s the euro area consumer confidence, money supply and French, Italian and Spanish flash inflation. Then it’s the la…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:55), we have the Federal Reserve meeting and press conference with Fed Chair Powell. In the UK (11:36), we have the Bank of England meeting and CPI data, and in Europe, the latest ZEW surveys and several ECB speake…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (04:36), we have CPI, retail sales and PPI. In Europe (11:07), it’s the euro area industrial production, Sweden and Norway CPI and UK labour market data. Then it’s the latest from Asia (13:49), with India and China CPI…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In North America (01:16), we have ISM and Payrolls, testimony from Fed Chair Powell and a Bank of Canada policy meeting. In Europe (05:19), the focus will be on the European Central Bank meeting and post-meeting press conference…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:11), we have core PCE inflation, house prices and consumer confidence. In Europe (07:00), it’s the euro area consumer confidence, French, German and Spanish flash inflation and UK lending data. Then it’s the latest…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:38), we have the latest Fed meeting minutes and jobless claims, Fed-speak and PMI data. In Europe (05:49), the focus will be on inflation expectations, PMI data and communication from ECB officials. Then it’s the l…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:20), we have CPI, retail sales, industrial production and PPI. In Europe (06:11), it’s the UK CPI, GDP, labour market data and the German ZEW. Then it’s the latest from Asia (11:12) with the Australian labour marke…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:27), we have the service sector ISM report and the Fed’s latest Senior Loan Officer survey. In Europe (06:53), the focus will be on German industrial production, the February Sentix survey of investor sentiment and…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (2:15), we have ISM manufacturing, non-farm payrolls and the FOMC meeting. In Europe (05:42) it’s the Bank of England and Riksbank’s policy decisions, euro area GDP and flash inflation. Then it’s the latest from Asia (…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:12), we have Q4 GDP, January purchasing manager index (PMI) and key inflation data. In Europe (09:15), the focus will be on the ECB policy meeting, a German IFO report and PMI data. Then it’s the latest from Asia (…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:29), we have retail sales, industrial production and UoM consumer expectations. In Europe (06:57), it’s the Germany ZEW survey, ECB December meeting minutes, UK labour market and CPI data. Then it’s the latest from…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:52), we have CPI inflation and trade data, several speeches by Fed officials, and monthly bond supply. In Europe (04:20), we’ll receive investor, consumer confidence and unemployment data, and German factory orders…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:17), we have consumer confidence, PCE deflator and new/existing home sales. In Europe (04:20), it’s the Euro Area consumer confidence, German IFO survey, UK CPI and retail sales. Then it’s the latest from Asia (09:…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:34), the highlights will be CPI, retail sales, and industrial production data, along with the final FOMC meeting of the year. In Europe (05:58), we have industrial production data and the ECB and BOE meetings. Then…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:34), non-farm payrolls, ISM services and the University of Michigan sentiment survey. In Europe (05:30), it’s the euro area Sentix survey and wage data, the ECB consumer inflation expectations survey and the UK’s R…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:58), we have the Fed Beige Book, core PCE inflation data, jobless claims and the November manufacturing ISM report. In Europe (06:24), the highlight will be flash inflation data for the euro area, UK lending data a…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:30), we have the FOMC minutes, durable goods orders and the Thanksgiving holiday. In Europe (06:04), it’s the UK Autumn budget, European flash PMIs and the Riksbank meeting. Then it’s the latest from Asia (11:56) w…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:37), we have retail sales, IP, regional fed manufacturing surveys, and housing starts as well as Powell speaking and Canadian CPI. In Europe (07:51), it’s UK CPI, labour markets and retail sales along with German Z…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:50), we have CPI, PPI, the NFIB, UoM sentiment and FOMC minutes. In Europe (11:53), it’s the Sentix survey, the ECB minutes, UK RICs and BOE credit conditions, Sweden and Norway CPI. Then it’s the latest from Asia …

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:04), it would be NFP, JOLTs, factory orders and the trade balance if it wasn’t for the US government shutdown. So instead, we’re left with ISM manufacturing and services, ADP, weekly claims and Manheim used vehicle…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:56), we have PCE, durable goods and regional surveys from the Richmond, Chicago and Dallas Fed along with UoM inflation expectations. In Europe (06:03), it’s Euro Area flash inflation, German unemployment and IFOs,…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:58), we have the FOMC meeting, flash PMIs, the Philadelphia Fed, housing starts, Canada CPI and retail sales. In Europe (07:20), it’s the BOE, SNB, Riksbank and Norges bank as well as UK CPI and retail sales, Germa…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:46) we have ISM services, factory orders and durable goods, the trade balance, unit labour costs and consumer credit. In Europe (03:08) it’s the Sentix survey, PPI, GDP figures, retail sales, final PMIs, German fac…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:35), we have NFP, ADP, PCE, ISM and consumer confidence. In Europe (04:00), it’s flash CPI, final PMIs, German consumer confidence and euro area lending data. Then it’s the latest from Asia (12:44), with China PMIs…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:56), we have Jackson Hole, durable goods, flash PMIs and UoM sentiment. In Europe (08:40), it’s flash PMIs, Norway and German GDP, German IFOs, and German producer prices. Then it’s the latest from Asia (14:56), wi…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:28), we have the FOMC minutes, retail sales, manufacturing and housing stats. In Europe (04:54), it’s the Norges bank, UK CPI, labour markets, retail sales, German ZEWs, Euro IP and Sweden CPI. Then it’s the latest…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:46), we have CPI, PPI, NFIB, consumer lending data, the UoM and the trade balance. In Europe (09:40), it’s the Euro Area Sentix survey, Norway CPI, Swiss FX reserves and the ECB’s consumer expectations survey. Then…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:38), we have NFP, ADP, JOLTs, durable goods, challenger job cuts and regional surveys. In Europe (07:51), it’s the BOE and OPEC+ JMMC meetings, flash Euro and Swiss CPI, Sweden and Norway PMIs and the BOE decision …

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:38) we have the FOMC meeting, PCE, GDP, ECI, PMIs, consumer confidence and durable goods. In Europe (11:00) it’s the ECB meeting, flash PMIs, German CPI, IFOs and confidence, Sweden PPI and UK CBI. Then it’s the la…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:30) we have Retail sales, IP, the Empire manufacturing and Philadelphia Fed surveys as well as Canadian CPI. In Europe (04:16) it’s UK CPI, retail sales, Rightmove house prices, CBI trends, German PPI and Euro zone…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:19), we have US CPI, PPI, consumer credit, small business optimism and the BOC. In Europe (07:17), it’s the sentix survey, German ZEWs, UK employment, Sweden and Norway CPI. Then it’s the latest from Asia (13:24), …

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:42) we have NFP, JOLTs, ADP, FOMC minutes, Challenger job cuts, ISM and independence day. In Europe (14:55) it’s Norway and Sweden PMIs, the UK DMP, Swiss CPI, Euro PPI, German factory orders and Industrial product…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:35), we have consumer focused data with durable goods and consumer confidence but also PCE inflation. In Europe (05:36), it’s Euro Area flash inflation, the ECB’s Sintra and Sweden’s Riksbank meeting along with Ger…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:25), we have flash PMIs, any “hawkish hold” fed speak and the Philadelphia Fed non-manufacturing. In Europe (08:25), it’s the BOE, SNB and Norges bank meetings, UK CPI, retail sales, flash PMIs and German PPI. Then…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:28), we have ISM services, the Manheim used vehicle value index, April consumer credit as well as the Bank of Canada meeting. In Europe (12:02), it’s the Euro Sentix, peripheral PMIs, Swiss and Norway CPI, the OPEC…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:09), we have employment, ISM, Fed speakers and tense debt ceiling negotiations. In Europe (11:36), it’s flash Euro inflation, Scandi PMIs and big changes to the BOE call. Then it’s the latest from Asia (19:43), wit…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:43) we have the debt ceiling, FOMC minutes, core PCE and UoM. In Europe (11:40), it’s the big flash PMI week, consumer confidence, IFOs and UK CPI and retail sales. Then it’s the latest from Asia (19:20) with the R…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:25), we have retail sales, regional fed surveys, banking stocks under pressure, debt limit talks and Canadian CPI. In Europe (13:10), it’s the German ZEWs and PPI, UK Labour markets, Turkey’s elections and Sweden i…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (01:40), we have the May FOMC meeting, ISM, NFP and JOLTs. In Europe (12:30), it’s the ECB, Norges bank, Euro and Swiss CPI. Then it’s the latest from Asia (26:00), with China PMIs, the RBA, Malaysia’s BNM, Thailand CP…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US, we have debt limit concerns, ECI, GDP, regional Fed surveys and banking flows. In Europe it’s flash CPI in Germany, France and Spain, the German IFO and the Riksbank meeting. Then it’s the latest from Asia with the BO…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US we have flash PMIs, Empire State, Philly Fed, Canada CPI and US bank lending flows to track. In Europe it’s the German ZEWs, UK CPI, labour markets and flash PMIs too. Then it’s the latest from Asia with the BI meeting…

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US we have CPI, retail sales, banking flows and the Bank of Canada. In Europe it’s the Euro Sentix, UK RICs, Norway and Sweden CPI. Then it’s the latest from Asia with the BOK, MAS, China & India CPI, Japan and Australia …

In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US and Canada, it’s all about jobs with NFP, ADP, JOLTs and ISM. With banking data worth tracking too. In Europe it’s Euro Area PPI, Swiss CPI, and PMIs for Sweden, Norway, Italy and Switzerland. Then it’s the latest from…