NOMURA CONNECTS

Insights & Thought Leadership: Connecting Markets East & West

Recent Articles

Economics

US Tariffs Raise Domestic Inflation Expectations

The cost pressure from tariffs is likely to push up the prices of both imported finished goods and domestically produced goods through the supply chain. We use an Input-Output table analysis to estimate the magnitude and composition of the cost-push shock.

4 min read | May 2025

Economics

Impact of the US Tariff Shock

Liberation Day tariffs to have different effects on different parts of the world

5 min read | April 2025

Podcast & Videos

May 09, 2025

The Week Ahead – Highly Uncertain

Recent podcasts