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May 15, 2026 29 min

The Week Ahead - Holding Up

from Nomura – The Week Ahead

This week, in the US, we examine the health of the consumer and the challenges facing incoming Fed Chair Kevin Warsh. In Europe and the UK, we examine UK politics, key incoming data and ECB communication. In Japan, we discuss economics and geopolitics, with the visit from US Treasury Secretary Scott Bessent this week. Across Asia, we share our take on key data coming out in Japan and China, touch on the Trump/Xi meeting and preview the central bank meeting in Indonesia next week. Chapters: US: 2:08; Europe: 7:34; China: 13:07; Japan: 17:41; Asia: 22:04; Australia: 26:14

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The Week Ahead - Holding Up

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This episode is 29 minutes long.

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This episode was published on May 15, 2026.

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