Focused Thinking
Economics
In this episode of our Fireside Chat series Jordan talks with Marco Brancolini from our EUR rates desk strategy team on the EU recovery fund.
21 min podcast | July 2020
Volatility
Regulatory requirements, clients’ drive for efficiency, and the experience of working from home during the COVID-19 pandemic are spurring a shift of FX option activity to platforms.
3 min read | June 2020
Economics
With Covid-19 being a common factor affecting the economy across industries, we also take a look at its impact on capital markets and what that means for sustainable finance.
4 min read | June 2020
Economics
During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the global economy is going to look like in light of Covid-19 and other global events such as the United States election.
3 min read | June 2020
Volatility
Is mobility data the next tool in the fight against Covid-19?
18 min podcast | June 2020
Volatility
Companies and investors set to benefit from new issuance of convertible bonds as they provide flexible finance solutions to corporates and high returns to investors.
1 min read | June 2020
Economics
How have the Antipodes navigated COVID19 so well, and what are the next steps for their economy?
18 min podcast | May 2020
Economics
Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)
3 min read | April 2020
Economics
Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.
2 min read | April 2020
Economics
Our Chief Euro Area Economist George Buckley and FX Strategist Jordan Rochester discuss what the future holds for Europe under lockdown.
19 min podcast | April 2020
Economics
Our weekly update on the global economic impact Covid-19 has had on GDP, and provide their base, good and bad scenarios.
3 min read | April 2020
Economics
The top market moving events that should be on your radar. Including the US Presidential election, trade talks, rate cuts & QE, Brexit and budgets, and green shoots in market survey data.
5 min video | January 2020
Central Banks
New year, new decade, new risks?
2 min read | January 2020
Central Banks
Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.
17 min video | January 2020