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The Week Ahead - Tariff Time

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Manage episode 473920040 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.

In the week to date, US bond yields are a little higher across the curve, and the USD has been a little stronger too, while equities really have had a couple of up and down days. Another big theme for global markets has been around the idea of US exceptionalism, that took a dent as some US data printed weaker, Europe data looked better, and as China and Europe announced some stimulus plans over prior weeks. For the week ahead, it really is crunch time with April 2 tariff announcements just around the corner. Chapters: US (01:56), Europe (10:47), Asia (13:59).

  continue reading

101 episodes

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Manage episode 473920040 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.

In the week to date, US bond yields are a little higher across the curve, and the USD has been a little stronger too, while equities really have had a couple of up and down days. Another big theme for global markets has been around the idea of US exceptionalism, that took a dent as some US data printed weaker, Europe data looked better, and as China and Europe announced some stimulus plans over prior weeks. For the week ahead, it really is crunch time with April 2 tariff announcements just around the corner. Chapters: US (01:56), Europe (10:47), Asia (13:59).

  continue reading

101 episodes

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