Deep-dive conversations with Nomura’s key researchers, industry experts, investors, and economists conversing on the latest global macroeconomic trends that will impact financial markets.
Economics
MacroBrew - Are we Heading into a Global Food Crisis?
A webinar with Mr. Ahmad Mukhtar, Senior Economist
60 min video | September 2022
Central Banks
MacroBrew - Hawkish BOE and UK Fiscal Policy to the Rescue?
In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.
38 min video | September 2022
Central Banks
MacroBrew - A Much More Hawkish ECB, Where Will It End?
Our European Economics team discuss what the hawkish turn from the European Central Bank means for the Euro Area and risks around the outlook.
26 min video | September 2022
Central Banks
MacroBrew - Japan: Will the BOJ Give Up on Yield Curve Control?
Our Japan economist and Global Macro strategist share their thoughts on how recent market conditions impact Japan and the BOJ's policy around yield curve control
26 min video | July 2022
Central Banks
MacroBrew - US Recession Risks
Our US economist and desk strategist share their thoughts on how risks around a recession in the US will impact markets
32 min video | June 2022
Central Banks
MacroBrew - US: A Recession is Now Likely
The Fed’s commitment to restoring price stability will likely push the economy into a downturn
33 min podcast | June 2022
Economics
MacroBrew - Asia Insights: Taking the Temperature of Asia's Underlying Inflation
Our global economists share their thoughts on the state of Asia’s underlying inflation and what it means for the Macro outlook.
26 min video | May 2022
Central Banks
MacroBrew - The ECB & BOE: Earlier and Faster Hikes?
Our economist and desk strategist share thoughts on the materially new hawkishness from the ECB and the hot and cold approach of the Bank of England to monetary policy.
28 min video | May 2022
Economics
MacroBrew – Asia Insights: ASEAN Border Reopenings
Our economist and fx strategist share their thoughts on fast-tracked border re-openings in Southeast Asia
26 min video | May 2022
Central Banks
MacroBrew - Fed’s hawkish pivot despite peaking inflation
We discuss our US inflation outlook and Fed’s continuing hawkish pivot.
71 min podcast | April 2022
Economics
MacroBrew - Thailand’s tourism recovery prospects this year
A conversation with Ms. Marisa Sukosol Nunbhakdi, President of Thai Hotels Association
60 min podcast | April 2022
Economics
MacroBrew - French Elections: Could Le Pen Win?
Our economist and desk strategists share their thoughts on the upcoming French presidential election with the first round this upcoming weekend.
26 min video | April 2022
Central Banks
MacroBrew - The Fed’s changing reaction function
The Fed and markets are reaching a potential inflection point. Fed participants are shifting towards a view that restrictive rates, beyond what they and markets have previously anticipated, will be needed to slow inflation. These conditions create an elevated risk of a mild recession in 2024.
60 min podcast | April 2022