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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.

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October 23, 2026 | The Week Ahead

The Week Ahead – Time to look out the window

We preview several central bank decisions, and our special guest CW Chung, our Joint Head of APAC Equity Research, explains his constructive views on AI. We preview decisions from the Fed, BoC, ECB, BOJ, RBNZ and BOT. We also have the UK budget on tap and provide an update on the situation in France. CW Chung, our Joint Head of APAC Equity Research, explains why he remains constructive on the tech sector amid recent AI market concerns.

speakers

Euben Paracuelles

Week Ahead Podcast Host and Chief ASEAN Economist

CW Chung

Head of Research, Korea and Pan-Asia Tech / Semiconductors Research

Jeremy Schwartz

US Chief Economist

Andrzej Szczepaniak

Senior European Economist

Uichiro Nozaki

Japan Economist

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