Central Banks
Central Banks Recalibrating Monetary Policies
Nomura economists see more rate hikes, but well below consensus as policy rates are near or above neutral
6 min read | October 2026
NOMURA CONNECTS
NOMURA CONNECTS
Central Banks
Nomura economists see more rate hikes, but well below consensus as policy rates are near or above neutral
6 min read | October 2026
Economics
Global concentration in USD assets has become so extreme that an AI setback would likely cause USD depreciation
5 min read | September 2026
Economics
CPI inflation in Japan is expected to accelerate through early 2027, cool through early 2028, and stabilize at 2%
3 min read | September 2026
Geopolitics
Politics in Europe is sliding toward populism
6 min read | September 2026