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Jan 30, 2026 26 min

The Week Ahead - Whack-a-mole

from Nomura – The Week Ahead

This week, we discuss the weaker US dollar, as well as the FOMC meeting and payrolls data ahead. Also in focus is the announcement of an historic India-EU trade deal following an incredible 20 years of negotiation. We also look at monetary and fiscal matters in India, with the upcoming budget and central bank policy meeting. In Europe, we look out for the Bank of England and European Central Bank meetings, with a stronger EUR making things a little more interesting. And finally, we preview the Reserve Bank of Australia meeting, following stronger than forecast core inflation data this week.

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The Week Ahead - Whack-a-mole

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This episode was published on January 30, 2026.

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