Focused Thinking
Central Banks
The impact of Covid-19 on PGG varies across countries with emerging markets seem to be recovering from the pandemic at a slower pace than the advanced economies and thus appear more vulnerable to scarring effects and lower global potential GDP growth.
28 min video | February 2022
Economics
We discuss our expectations from the FOMC and views on USD in the coming months.
27 min video | January 2022
Economics
Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead
26 min video | January 2022
Central Banks
Covid-19 has exacerbated income inequality, which could slowly build to big surprises in politics and as a result dramatically impact markets.
28 min video | January 2022
Economics
We expect strong but slowing growth, elevated inflation and accelerated Fed policy normalization
6 min read | January 2022
Economics
High inflation has central banks feeling the heat, but by late 2022 we see a very different backdrop, with stagnation a bigger risk than stagflation.
4 min read | December 2021
Central Banks
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021
Economics
Looking into 2022 - what to expect
60 min video | December 2021
Economics
We are cautious on Asia’s economic outlook in 2022 as the emergence of the Omicron variant reminds us that the pandemic is far from over.
2 min read | December 2021
Economics
Our strategists share their top FX and rates views in 2022
32 min podcast | December 2021
Economics
Nomura’s Japan experts outline what’s on the horizon as the country’s economy approaches the endgame of the Covid-19 pandemic
3 min read | December 2021
Economics
How worried should we be about Omicron?
60 min video | December 2021
Economics
Why is tourism in ASEAN is likely to disappoint ahead?
22 min podcast | November 2021
Economics
Four countries – Egypt, Romania, Turkey and Sri Lanka – are currently at risk of a currency crisis with Damocles scores above 100.
3 min read | November 2021