Focused Thinking
Economics
We expect the Asian exports downcycle to hit its lowest point in Q2, but the shape of recovery is uncertain.
3 min read | May 2023
Central Banks
Four highlights of the BOJ Monetary Policy Meeting; Nomura’s main scenario pictures a YCC revision in or after June 2023 MPM
3 min read | May 2023
Sustainability
Blue bonds, like their better known green cousins, are growing in popularity as awareness of ocean conservation becomes more important and countries commit to protecting the seas.
3 min read | May 2023
Sustainability
The recent UN accord to protect 30% of the Oceans by 2030 combined with increasing investor appetite are providing the ingredients to unleash growth in blue bonds, which aim to expand the ocean economy.
15 min video | May 2023
Economics
More cash from the past three years, medical tourism, and high-intensity care to prop up expansion.
2 min read | May 2023
Sustainability
Carbon markets are an often overlooked solution for combatting climate change. Andrew Bowley, Sustainability Governance Officer, explains that as more firms make net-zero commitments, we need to make it easier to offset emissions.
3 min read | May 2023
Central Banks
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 2023
Central Banks
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 2023
Sustainability
The energy transition will be driven by entrepreneurs, ideas and companies, but they can only succeed with the right support and investment. Jeff McDermott, Global Co-Head of Investment Banking, discusses how the landscape is evolving to empower success.
3 min read | April 2023
Economics
Slower pace of inflation is driven by lower underlying inflation momentum and helped by base effects.
3 min read | April 2023
Technology
Regional competition to produce electric vehicle batteries will remain tight.
3 min read | April 2023
Sustainability
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 2023
Sustainability
China is contending with a low birthrate and population aging similar to Japan with the added challenge of facing these headwinds before it becomes affluent. China can learn from Japan by raising productivity through structural reforms to sustain economic growth.
4 min read | March 2023
Economics
We present our framework on growth cycles and the intersection between Asia’s inventory and final demand cycles.
2 min read | March 2023