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Artwork for Nomura – The Week Ahead
Nomura – The Week Ahead · June 26 · 21 min

The Week Ahead - The Second Wave

Tracking second-round inflation effects from oil, and a second round of USD strength. In the US, we examine the latest inflation clues, the Fed outlook and the coming payrolls report. In Europe, we preview the central bank gathering in Sintra, the ECB outlook and June inflation data. In Japan, we look at key activity data and policy developments, both monetary and fiscal. Across Asia, we preview PMI data in China and activity and inflation data in Korea. Chapters: US: 2:19, Europe: 08:44, Japan: 18:16, Asia: 17:27.

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Tracking second-round inflation effects from oil, and a second round of USD strength. In the US, we examine the latest inflation clues, the Fed outlook and the coming payrolls report. In Europe, we preview the central bank gathering in Sintra, the ECB outlook and June inflation data. In Japan, we look at key activity data and policy developments, both monetary and fiscal. Across Asia, we preview PMI data in China and activity and inflation data in Korea. Chapters: US: 2:19, Europe: 08:44, Japan: 18:16, Asia: 17:27.

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