Preview of the Fed, BOE, BOJ and MAS and a segment discussing market risks with special guest Vijay Sundaram, Global Head of Front Office Risk &amp; Control. We discuss the Fed and BOE remaining on-hold, US core PCE inflation easing, and the latest on UK fiscal plans. Central banks in Japan and Singapore are in focus; we think both are likely to pause, but it is a much closer call for MAS than BOJ. Special guest: Vijay Sundaram, our Global Head of Front Office Risk, speaks about market risks and how risk management is evolving. Chapters: US: 02:27, Europe: 09:21, Japan: 16:28, Rest of Asia: 20:40.

The Week Ahead – Managing a Litany of Risks

Nomura – The Week Ahead

The problem with Iran is every time they make a deal, the people that are in charge there, they either break it or they want to change it. So it looks like they're not ready to make a deal. So they're going to continue to pay a price. And every night the price gets higher and higher and higher. Hello and welcome to The Week Ahead on Nomura Podcast. My name is Ubin Paracuelas, Chief Southeast Asia Economist at Nomura in Singapore. And today is Friday, the 24th of July.

The risk of tone is persisting across global financial markets as re-escalating Middle East tensions, surging oil prices with Brent crude touching $100 yesterday and renewed inflation concerns all dampened investor sentiment. Bond yields moved higher and lifted the U.S. dollar with it, while equity markets struggled under the combined pressure of resurgent energy prices and some disappointment in tech earnings. The U.S. strikes on Iran has continued for a 13th day in a row,

and comments from U.S. officials suggested limited signs of a deal so far. As you heard in that clip from Secretary of State Rubio, who happens to be visiting Southeast Asia at the moment. Meanwhile, trade tensions are back in the headlines with the announcement of new U.S. tariffs of between 10 to 12.5% for 60 trading partners. The ECB kept its policy rate and change as widely expected. And this could be a prelude to what will likely be on-hold decisions by a few central banks in the week ahead,

including the Fed and the BOJ. The comments will be interesting to watch to gauge how these central banks deal with rising uncertainty. To discuss all of that and more, I'm joined by Yuichiro Nozaki, our senior U.S.

The Week Ahead – Managing a Litany of Risks

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Week Ahead – Managing a Litany of Risks

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.