Central Banks
MacroBrew - JPY Depreciation and the Possible Policy Risks
Our Japan economists share their thoughts on the recent JPY weakness and what we can expect ahead from policy makers.
26 min video | April 2022
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 - FOMC preview and US economy update
Fed’s hawkish pivot will likely continue
68 min podcast | March 2022
Central Banks
MacroBrew - US Growth, Inflation and The Fed Call
Our US economists share their thoughts for US growth, inflation and the big call on the Fed meeting.
32 min video | March 2022
Central Banks
MacroBrew - Expert session: South Korea’s fiscal policy after the presidential election
We discuss impact of Covid-19 and fiscal response, outlook for fiscal sustainability in Korea and likely fiscal policy scenarios after the Presidential Elections.
58 min podcast | February 2022
Central Banks
MacroBrew - China's Zero COVID-19 Policy
Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
32 min video | February 2022
Central Banks
MacroBrew - The ECB, BOE, and RBA Hikes Ahead
Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
28 min video | February 2022
Central Banks
MacroBrew - The Covid 19 Endgame Part III: Lower Potential GDP Growth and Bankruptcies
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
Central Banks
MacroBrew - The BOJ’s Policy Stance
We discuss the BOJ’s policy stance, the path forward and the “noise” around monetary policy as global inflationary pressures build.
44 min podcast | January 2022
Rates
MacroBrew - G10 FX: Events and themes in 2022
We discuss key events and themes to track in 2022, and how they might affect our views.
57 min video | January 2022
Economics
MacroBrew - FOMC Preview and Implications for the Dollar in 30
We discuss our expectations from the FOMC and views on USD in the coming months.
27 min video | January 2022
Economics
MacroBrew - Japanese Macroeconomic Outlook and Market Strategies for 2022
Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead
26 min video | January 2022
Central Banks
MacroBrew - The Covid 19 Endgame Part II: Inequality
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
Focused thinking
MacroBrew - International Wealth Management Top Asset Allocation Themes 2022
Gareth Nicholson, CIO and Head of Discretionary Portfolio Management, International Wealth Management, shares the top seven asset allocation themes going into 2022.
28 min video | December 2021
Central Banks
MacroBrew – Global Economic Outlook 2022: The heat is on... for now
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021