Annual Outlook
Five Ways Middle East Tensions Could Affect Japan’s Economy
We revise our outlook for FY2026 and FY2027 considering the current climate of uncertainty
4 min read | June 2026
NOMURA CONNECTS
NOMURA CONNECTS
Annual Outlook
We revise our outlook for FY2026 and FY2027 considering the current climate of uncertainty
4 min read | June 2026
Central Banks
The Fed's proposed trimmed-mean inflation metric may understate price pressures, risking policy errors and aggressive hikes later
4 min read | June 2026
Economics
The energy security push creates opportunities in domestic infrastructure investment, green tech exports led by China and ASEAN, and growing LNG and critical mineral shipments
6 min read | May 2026
Economics
Changes to the Corporate Governance Code could increase pressure on companies to improve capital efficiency through investments, M&A, and shareholder returns
4 min read | May 2026