NOMURA CONNECTS
Annual Outlook
We maintain a broadly positive outlook, but we are cognizant of the large number of risks building
5 min read | August 2026
Economics
US labor market data show minimal AI disruption to date, with employment and wages in AI-exposed sectors remaining resilient despite rising layoff announcements.
3 min read | July 2026
Central Banks
Oil prices, irrigation and policy can sometimes matter more than rainfall
4 min read | July 2026
Japan in focus
Tokyo Stock Exchange reforms are providing rare opportunities for domestic and foreign buyers of Japanese companies
4 min read | July 2026