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Jan 24, 2025 17 min

The Week Ahead – One Week In

from Nomura – The Week Ahead

We are only a few days into President Trump's new term, but already there has been a lot of action. Over 25 executive orders have been signed, and we discuss what these might mean for the macro economic outlook. In Europe, we look at the likely 25bp cut by the ECB, signs of short-term positivity in the region and the possible response to Trump's policies. Finally, we focus on how the latest developments impact China and what policy response, if any, is on its way. Chapters: US (01:53), Europe (07:31), Asia (10:32).

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The Week Ahead – One Week In

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This episode was published on January 24, 2025.

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