Focused Thinking
Technology
Investors are optimistic about the global megatrends of AI and electrification despite inflationary headwinds and multi-speed transitions on the path to a low carbon future
6 min read | October 2025
Technology
Sectors in the green transition are more interconnected than ever, making it essential to understand their interplay to successfully navigate the thematic.
5 min read | October 2025
Japan in focus
How the woman chosen to lead Japan’s incumbent political party could affect markets and the economy.
3 min read | October 2025
Central Banks
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2025 by region.
3 min read | October 2025
Volatility
Tariff-related volatility is changing block trading patterns, making understanding the nuances of dark liquidity more critical to navigate stock trading in Europe.
3 min read | September 2025
Economics
Weak US nonfarm payrolls and a not too-hot CPI report have led Nomura economists to bring forward the timing of the next Fed rate cut to September from December
4 min read | August 2025
Focused thinking
China’s auto market is poised for further growth amid intensifying competition; the US market faces tariff-related challenges but automakers are adapting; while prospects are mixed in Indonesia, Thailand, and India
4 min read | August 2025
Economics
The Trump administration re-escalated trade tensions in recent weeks
2 min read | August 2025
Japan in focus
Japan’s 100-year-old companies demonstrate strength through continuous transformation.
3 min read | July 2025
Rates
Is the US dollar undergoing a regime change and is it now set for a period of structural decline?
3 min read | July 2025
Economics
Nomura research examines key economic indicators, navigating between optimism and caution
2 min read | June 2025
Rates
Nomura expanded the small group of banks that offer green structured notes highlighting how the market continues to develop and innovate
3 min read | June 2025
Economics
A New Frontier in US-China Tensions
2 min read | June 2025
Economics
An agreement similar to the 1985 Plaza Accord is the right solution to protect free trade
3 min read | June 2025