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EPISODE · Aug 7, 2026 · 20 MIN

The Week Ahead - Up and Down

from Nomura – The Week Ahead

The uncertain oil outlook remains a key theme, while markets await the US CPI report for fresh Fed clues. In the US, we share our forecasts for the coming CPI and retail sales releases and our Fed outlook. In Europe, we preview the central bank meeting in Norway, August sentiment data and discuss the heatwave. In Japan, we examine the BOJ outlook, with fresh minutes to be released and following recent FX intervention to support the yen. Across Asia, we preview key data ahead and the RBA policy meeting in Australia. Chapters: US: 02:24, Europe: 07:23, Japan: 11:13, Rest of Asia: 16:31.

Episode metadata supplied by the publisher feed · Published Aug 7, 2026

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The Week Ahead - Up and Down

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