NOMURA CONNECTS
Economics
AI is estimated to have contributed approximately 2pp to Asia's GDP growth in 2025, accounting for half of total growth, primarily through trade
2 min read | February 2026
Economics
The deal sends a message to the US that global economies are forging deals and strategic alliances with one another as the US becomes more insular
4 min read | February 2026
Economics
The Trump administration has announced a range of measures aimed at addressing affordability in the run up to this year’s midterm elections including housing, healthcare and consumer finances. In our view, these initiatives are unlikely to materially alter the near-term inflation outlook
6 min read | January 2026
Central Banks
A consumption tax moratorium and a weak yen might encourage the BOJ to raise interest rates sooner and more often
3 min read | January 2026