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The Week Ahead – Big and Beautiful
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May 232025
It has been another big week in markets. We discuss US fiscal developments and how the Fed might respond as well as preview US inflation data. In focus for the week ahead is also central bank decisions in Australia, New Zealand and South Korea, alongside India’s growth outlook. In Europe, we discuss recent signs of softening of inflation and why the ECB still has room to cut rates. Chapters: US (01:50), Australia & New Zealand (07:31), India (10:33), Asia (17:19), Europe (18:03). 
53 episodes
The Week Ahead Podcast
Nomura

Follow along using the transcript.

Nomura

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The Week Ahead Podcast

1

The Week Ahead – Signs of Tarifflation

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2

The Week Ahead – Trump, Tariffs and the Fed

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3

The Week Ahead – Independence Trade

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4

The Week Ahead - Some Semblance of Calm

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5

The Week Ahead – Tensions Rising

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6

The Week Ahead – Deal or No Deal?

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7

The Week Ahead – Live from NIFA 2025

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8

The Week Ahead – Sell America?

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The Week Ahead – Big and Beautiful

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10

The Week Ahead – De-Escalation

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11

The Week Ahead – Highly Uncertain

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12

The Week Ahead – Central Banks Stay The Course

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13

The Week Ahead – Bouncing Back

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14

The Week Ahead – Uneasy

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15

The Week Ahead - Something’s Gotta Give

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16

The Week Ahead - Tariff Turmoil

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17

The Week Ahead - Tariff Time

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18

The Week Ahead – In The Eye of The Storm

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19

The Week Ahead – Grappling With Uncertainty

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20

The Week Ahead – Tariffs Kick In; Europe Kicks Off With Fiscal Easing

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21

The Week Ahead – China To The Rescue?

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22

The Week Ahead – Risk Sentiment Intact, For Now

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23

The Week Ahead – Give Peace A Chance?

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24

The Week Ahead – Not Tariffic

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25

The Week Ahead – Snaky Ways

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26

The Week Ahead – One Week In

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27

The Week Ahead – Inauguration Sensation

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28

The Week Ahead – CPI, China, and Currencies

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29

The Week Ahead – Happy New Year?

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30

The Week Ahead – Going Out with a Bang

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31

The Week Ahead – Central Banks Take Center Stage

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32

The Week Ahead - Give Thanks For

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33

The Week Ahead - Back Towards Normal?

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34

The Week Ahead - Global Aftershocks

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35

The Week Ahead – Trump 2.0

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36

Week Ahead – Crunch Time

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37

The Week Ahead - Buckle Up

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38

The Week Ahead - Flash PMIs, UK Public Sector Borrowing and Tokyo CPI

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39

The Week Ahead - More or Less?

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40

The Week Ahead – The Rate Cut Cycle Is Heating Up

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41

The Week Ahead: US NFP, Euro Area Inflation and China PMIs

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42

Flash PMIs, SNB, Riksbank and RBA Rate Decisions

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45

US Core PCE Deflator, Euro Area Inflation and Tokyo CPI

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46

Some Do, Some Don’t, Some Will, Some Won’t

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47

US CPI, UK GDP and CPI and Norges Bank Meeting

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49

Powell Probably Won’t Excite, But Bailey Might

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50

A Staggered Start

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51

Crunch time in Europe

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52

Let’s Get Political

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