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内容由Nomura提供。所有播客内容（包括剧集、图形和播客描述）均由 Nomura 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
It’s been another interesting week in global markets with equities and commodity prices having another serious wobble, and bond yields declining, surprising many.
This week we consider the latest US election polling numbers and what a Trump presidency might mean for economies and markets. We also look towards the coming ECB meeting, which should be a key highlight of the week ahead, along with China data.
We are recording this ahead of critical US Payrolls data, which could well determine whether the Fed delivers a 25 or 50bp rate cut later this month.
Chapters: US (01:47), Europe (07:11), Asia (09:41)
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Manage episode 438499687 series 2977080
内容由Nomura提供。所有播客内容（包括剧集、图形和播客描述）均由 Nomura 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
It’s been another interesting week in global markets with equities and commodity prices having another serious wobble, and bond yields declining, surprising many.
This week we consider the latest US election polling numbers and what a Trump presidency might mean for economies and markets. We also look towards the coming ECB meeting, which should be a key highlight of the week ahead, along with China data.
We are recording this ahead of critical US Payrolls data, which could well determine whether the Fed delivers a 25 or 50bp rate cut later this month.
Chapters: US (01:47), Europe (07:11), Asia (09:41)
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