Focused Thinking

Economics

Economics

The “Troubled Ten” in EM

We warn of ten economies that appear most vulnerable: Brazil, Colombia, Chile, Peru, Hungary, Romania, Turkey, South Africa, Indonesia and the Philippines.

2 min read | September 2021

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Economics

MacroBrew - Australia Insights: Antipodes at the mercy of another Covid-19 wave

How bad is the situation on the ground, and how did they get here?

24 min podcast | August 2021

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Economics

MacroBrew – ASEAN insights: Under pressure

Covid-19 pressure causing a delay in ASEAN's economic recovery.

28 min podcast | August 2021

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Economics

MacroBrew - China Insights: Targeted tightening and universal easing

Is China approaching a slowdown?

30 min podcast | August 2021

Central Banks

Indonesia: A Worrying Wave Hits Hard

The Indonesian government has introduced more stringent measures to tackle the resurgence of Covid-19 cases amid the spread of the delta variant and low vaccination rate.

2 min read | August 2021

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Economics

MacroBrew - UK insights: The Great Reopening

The UK's outlook following mass easing of Covid-19 restrictions.

27 min podcast | July 2021

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Central Banks

MacroBrew - US Infrastructure: The Next Great Debate

Biden’s $1.2 trillion infrastructure plan, what to expect?

38 min podcast | July 2021

Economics

Introducing Cassandra: Our Early Warning Model for Financial Crises

Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.

2 min read | June 2021

Economics

Nomura Investment Forum Asia: Asia Healthcare in a Post-Pandemic World

Covid-19 has prompted hospitals across Asia to increase the use of technology in the delivery of their services. It’s also a wake-up call for India to boost its healthcare infrastructure.

2 min read | June 2021

Economics

William Dudley: Recovery to be Sustained and Inflation to be Transitory

William Dudley, former President and CEO of the Federal Reserve Bank of New York, was a keynote speaker at this year’s Nomura Investment Forum Asia.

3 min read | June 2021

Central Banks

US Economy- A Closer Look at Inflation Expectations

Most measures of inflation expectations remain at a level consistent with the Fed’s 2% flexible average inflation targeting (FAIT) framework

3 min read | June 2021

Economics

Nomura Investment Forum Asia – The Diverging Recovery Paths of Asia’s Biggest Economies

China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.

3 min read | June 2021

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