Podcast

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

November 07, 2025 | The Week Ahead

The Week Ahead – Bubbles Bursting?

With equity markets and tech stocks wobbling, we welcome guest speaker, Charlie McElligott, Cross-Asset Macro Strategist at Nomura, to discuss what is driving equity markets and what to watch in terms of “bubble risk”. In the week ahead, politics is still front and center in the US. We discuss the impact of the ongoing shutdown and tariffs. In Europe, we explain how we are viewing the next steps in the UK following the Bank of England’s decision, and look briefly at Scandinavian divergence. In Asia, we explore how the region’s trade deals with the US are evolving.

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