NOMURA CONNECTS
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 2026
Central Banks
Even modest repatriation of USD assets could significantly appreciate the value of their currencies and erode export competitiveness
4 min read | April 2026
Economics
We expect US tariff policy to continue its current de-escalatory trajectory, despite the possibility of episodic flare-ups
5 min read | March 2026
Rates
Iran war undermines the long-held assumption that bonds and equities offset one another in times of crisis but supports the case for long swaption straddles as a hedge
3 min read | March 2026