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, UK GDP, mortgage approvals and nationwide house prices, Sweden PPI and economic tendency, Norges FX purchases and unemployment too. Then we discuss C...
Sep 22, 2023•31 min•Season 2Ep. 154
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, German PPI and flash PMIs for September. Then it’s the latest from Asia (19:15) with the BOJ, BI, BSP and CBC meetings, Korean exports, Japan CPI, RBA minu...
Sep 15, 2023•25 min•Season 2Ep. 153
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 factory orders and French industrial production. Then it’s the latest from Asia (18:30), with the RBA and BNM meetings, China, Taiwan, Korea and Thailand...
Sep 01, 2023•30 min•Season 2Ep. 152
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, Korean IP and exports, India GDP as well as global macro notes of the week to discuss (10:31).
Aug 25, 2023•19 min•Season 2Ep. 151
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), with the Bank of Korea, Bank Indonesia, China LPR, Singapore and Tokyo CPI as well as global markets all to discuss.
Aug 18, 2023•21 min•Season 2Ep. 150
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 from Asia (11:00), with the RBNZ, BSP meetings, Australia labour market, Japan and India CPI, as well as global markets all to discuss.
Aug 11, 2023•18 min•Season 2Ep. 149
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 it’s the latest from Asia (18:33), with the RBI meeting, China CPI and lending data, the BOJ’s MPM opinion summary as well as global macro notes of t...
Aug 04, 2023•26 min•Season 2Ep. 148
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 maker panel. Then it’s the latest from Asia (17:27), with the RBA and BOT meetings, China PMI, Korea exports and CPI, as well as macro notes of the we...
Jul 28, 2023•23 min•Season 2Ep. 147
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 latest from Asia (15:16) with the BOJ and BI meetings, Australia and Singapore CPI as well as macro notes of the week all to discuss (07:37).
Jul 21, 2023•23 min•Season 2Ep. 146
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 confidence measures. Then it’s the latest from Asia (09:10) with Japan and NZ CPI, RBA minutes, China GDP as well as Global markets all to discuss....
Jul 14, 2023•14 min•Season 2Ep. 145
