{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"The Week Ahead \u2013 Fed Trick or Tariff Treat","description":"On the one hand, President Trump\u2019s trip to Asia resulted in some trade deals including with China, broadly in line with expectations but nonetheless were welcome news for markets. On the other hand, the hawkish twist by the Fed was a surprise, which led to a strengthening of the US dollar and a rise in Treasury yields. We explain why we no longer expect a cut by the Fed in December but still see three rate cuts next year. We also discuss the US-China trade truce and the impact on China\u2019s growth outlook, and why we forecast a non-consensus Bank of England cut. Chapters: 02:23, China: 09:18, Asia: 14:01, Europe: 21:02. ","author_name":"Nomura \u2013 The Week Ahead","author_url":"https:\/\/www.nomuraconnects.com\/podcasts","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/38858700\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/194942455"}