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
Focused Thinking
Focused Thinking
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
Japan in focus
As ASEAN becomes a connecting hub for US–China trade, the composition of exports to the region from China and Japan are growing increasingly similar
3 min read | September 2026
Annual Outlook
Capex will likely form the basis of Japan’s economic recovery through FY2028
4 min read | September 2026
Technology
Navigating AI’s value challenge by prioritizing spending
4 min read | September 2026
Technology
Building auditable, controllable AI systems for regulated environments
5 min read | September 2026
Geopolitics
Geopolitics, AI and market shifts are driving diversification
6 min read | September 2026
Economics
A shortage-driven chip cycle points to price strength through 2027 and beyond
5 min read | September 2026
Economics
Several factors are weighing against the dollar and the actions currently being taken will not likely limit the downside
4 min read | August 2026
Sustainability
Europe’s renewables market is at an inflection point amid new electricity demand from electric vehicles; with the right policy incentives in place, it can realize its full potential
4 min read | August 2026
Technology
Public transport operators are modernizing legacy traffic and transport planning processes with state-of-the-art software tools
5 min read | August 2026
Technology
Early evidence shows that AI-related hirings are more than firings, but there is reduced demand for entry-level workers
5 min read | August 2026