Economics
MacroBrew – ASEAN insights: Under pressure
Covid-19 pressure causing a delay in ASEAN's economic recovery.
28 min podcast | August 2021
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 - China Insights: Targeted tightening and universal easing
Is China approaching a slowdown?
30 min podcast | August 2021
Central Banks
Indonesia: A Worrying Wave Hits Hard
The Indonesian government has introduced more stringent measures to tackle the resurgence of Covid-19 cases amid the spread of the delta variant and low vaccination rate.
2 min read | August 2021
Economics
MacroBrew - UK insights: The Great Reopening
The UK's outlook following mass easing of Covid-19 restrictions.
27 min podcast | July 2021
Central Banks
MacroBrew - US Infrastructure: The Next Great Debate
Biden’s $1.2 trillion infrastructure plan, what to expect?
38 min podcast | July 2021
Central Banks
MacroBrew - US & European Insights: Inflation, how far will it go?
Commodities and inflation are rising, how will they respond across the pond?
29 min podcast | June 2021
Japan in focus
MacroBrew - Japan Insights: Mid-year Macro Strategy Outlook
We discuss the impact of this recent wave of Covid-19 infections.
35 min podcast | May 2021
Technology
MacroBrew - Asia Insights: Is the world out of chips?
The Global semi-conductor chip shortage and impact to markets.
26 min podcast | May 2021
Economics
MacroBrew - Asia Insights: Will China’s North-South divide have multiple growth implications?
Outlook on China's North-South divide.
30 min podcast | May 2021
Economics
MacroBrew - Asia Insights: The surge in India’s Covid-19 cases, and its repercussions…
The surge in Covid-19, and it's impact on India's outlook
34 min podcast | April 2021
Central Banks
The Risk of EM Central Bank Overreach
Which EM central banks are more at risk of falling behind the curve and of greater fiscal dominance?
65 min podcast | April 2021
Economics
MacroBrew - US Insights: Outlook for infrastructure and fiscal spending
What are Biden's plans for growth this year?
22 min podcast | April 2021
Emerging Markets
MacroBrew – Asia Insights: Prospects for Indonesian and ASEAN economies.
Outlook for ASEAN economies.
27 min podcast | March 2021
Emerging Markets
MacroBrew – EM Insights: Which countries lie under the Damocles Sword?
Which Emerging Markets are at risk of an exchange rate crisis?
22 min podcast | March 2021