NOMURA CONNECTS
Economics
Soaring tech and sluggish non-tech exports have led to a two-speed recovery in Asia. As front-loading effects fade, Nomura economists see another fork in the road
3 min read | July 2025
Economics
As we expect private consumption to remain subdued in the coming quarters, Nomura economists forecast 2025 GDP growth to come in at the lower end of the central bank’s forecast range
3 min read | July 2025
Economics
Nomura economists say the inevitable payback from China’s trade-in program and new restrictions on alcohol and catering could drag retail sales growth in H2
3 min read | July 2025
Rates
Is the US dollar undergoing a regime change and is it now set for a period of structural decline?
3 min read | July 2025