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The Week Ahead – Foggy and Frothy

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Manage episode 520478551 series 2977080
Content provided by Nomura. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nomura or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It's been a roller coaster ride in equity markets this week, coinciding with the release of the long-awaited US jobs report. We discuss why we see the US jobs report as mixed, but supportive of our forecast that the Fed will pause in December. All eyes will be on the UK budget and why the fiscal tightening will be modestly backloaded. In Asia, the focus is on Q3 GDP growth in India, and we deep-dive on South Korea to discuss the hawkish hold we expect from the Bank of Korea next week, as well as Korea's two supercycles.

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 520478551 series 2977080
Content provided by Nomura. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nomura or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It's been a roller coaster ride in equity markets this week, coinciding with the release of the long-awaited US jobs report. We discuss why we see the US jobs report as mixed, but supportive of our forecast that the Fed will pause in December. All eyes will be on the UK budget and why the fiscal tightening will be modestly backloaded. In Asia, the focus is on Q3 GDP growth in India, and we deep-dive on South Korea to discuss the hawkish hold we expect from the Bank of Korea next week, as well as Korea's two supercycles.

  continue reading

101 episodes

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