The Week Ahead – Raw Deal on Rare Earths

The Week Ahead on Nomura Podcasts discusses global political and economic events. It begins with US-China trade tensions, featuring insights from Jing Wang and Jeremy Schwartz on the economic impacts and potential resolutions. The podcast then shifts to Japan, where Yujiro Goto analyzes political developments and their effects on the yen. In Europe, George Buckley examines UK data and the likelihood of a Bank of England rate cut, as well as fiscal policy challenges. Finally, the podcast returns to the US, where Jeremy Schwartz discusses the ongoing government shutdown, trade policy, and inflation dynamics, providing insights into the Fed's potential actions.