Focused Thinking

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Our podcast series explores the latest trends in markets with weekly updated episodes where our key economists, researchers and investors discuss current events.
Central Banks
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MacroBrew - US Debt Limit: Is It Worse Than 2011?

We discuss the US debt limit and what economic and monetary policy impact the uncertainty could have, as well as political risks and what it means for FX and rates markets.

47 min video | April 2024

Central Banks
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MacroBrew - The ECB and BoE: Fighting for The Last Hike

In this MacroBrew fireside, we discuss whether the ECB will really defy market pricing and look to raise rates above 4% this year, and what risks we should watch out for in Europe in 2023.

18 min video | April 2024

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Sustainability

ESG360 - Cyberattack: The Growing Threat for ESG Investors

The rapid increase in networking and digitalization in our daily work patterns has increased the cyberattack surface available for criminals to exploit. With cyberattacks growing in both frequency and severity, we discuss the increasing threat for ESG investors.

19 min video | March 2024

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Central Banks

MacroBrew - US: Is the Strong Data a Macro Game Changer or a Fade?

Our Cross-Asset Macro Strategist discusses whether the strong US data is a macro game changer.

42 min video | March 2023

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Central Banks

MacroBrew - How Fast Has China's Reopening Been So Far?

Our Chief China Economist from the Asia economics team discusses whether China’s reopening is running full steam ahead.

28 min video | February 2023

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Economics

MacroBrew – Nomura Macro Outlook 2023: Tough Choices

15 min video | February 2023

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Sustainability

ESG360 Outlook 2023: Part 2 - Policy Themes to Watch

This is the final part of our two-part 2023 ESG Outlook Series, in which we explore the year ahead for policy and regulation.

15 min video | January 2023

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Sustainability

ESG360 Outlook 2023: Part 1 - Will Green Deals Rebound?

This is the first of our two-part 2023 ESG Outlook Series, in which we explore what this year has in store for green deals.

29 min video | January 2023

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Central Banks

MacroBrew: Will the ECB be the Last Major Central Bank Hiking?

In this episode, we discuss European growth and the ECB policy outlook.

27 min video | January 2023

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Sustainability

ESG360 – The ‘S’ Factor in East Asia: Key Takeaways from the Series

We review the key points discussed in our ESG in East Asia series, including the diversity dividend and employment, demographic pressures and business opportunities.

26 min video | December 2022

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Central Banks

MacroBrew – 2023 Outlook: Tough Choices and Rolling with the Punches

In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.

33 min video | December 2022

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Economics

MacroBrew - Nomura Asia Macro Outlook 2023: Rolling with the punches

80 min video | December 2022

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Central Banks

MacroBrew – The Big ECB and BOE Week

In this episode, we discuss this week's ECB and BOE meetings, and their views against a growth and inflation backdrop.

18 min video | December 2022

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Sustainability

The Diversity Dividend - Equity as the Bridge to Inclusion

We explore how investment in high quality human capital development programmes for a new dynamic era of inclusion is not only essential for unlocking the diversity dividend, it benefits organizational performance.

21 min video | December 2022

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