The Week Ahead - A Sticky Situation

Podcast: Nomura – The Week Ahead · Nomura

Opublikowano: 2026-10-16

Amid sticky US inflation and AI unwind concerns, we assess the Fed outlook, alongside UK resilience and the outlook for China. In the US, hotter-than-expected inflation data are is unlikely to force a Fed hike in October, while AI wobbles shouldn't impact the broader economy for now. In Europe, UK inflation and jobs data are is in focus, alongside a French fiscal vote. In Asia, we look at China's Q3 GDP data release and discuss the latest developments regarding EU-China trade policy. Chapters: US: 02:59; EMEA: 08:59; China: 14:34; Rest of Asia: 21:47