Focused Thinking
Economics
Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.
2 min read | April 2020
Economics
Our weekly update on the global economic impact Covid-19 has had on GDP, and provide their base, good and bad scenarios.
3 min read | April 2020
Central Banks
Japan's senior society facing severe economic cycle
3 min read | March 2020
Economics
Attention is focusing on the global IT cycle following the launch of commercial 5G services. Global semiconductor sales bottomed out in 2019 H1 and recovered in the summer.
4 min read | February 2020
Central Banks
Extending a long expansion
3 min read | February 2020
Technology
We expect upstream companies to be more attractive in the tech sector in 2020.
1 min read | January 2020
Economics
Among its struggling European peers, how has France managed to stay ahead of the game?
3 min read | November 2019
Japan in focus
NAM’s Innovation Lab Department and the Graduate School of Information Sciences, Tohoku University explore practical application of quantum computers especially in the machine learning field.
4 min read | November 2019
Central Banks
Contrary to our expectations of a recovery starting in Q3, high-frequency indicators have plunged and domestic credit conditions remain tight amid weak global demand. As a result, India’s economic recovery is expected to be delayed and the subsequent pickup is expected to be sub-par.
2 min video | November 2019
Technology
Client demands for speed and efficiency, coupled with regulatory pressure for transparency, will continue to drive the growth of electronic trading, including trading of more complex products
5 min read | November 2019
Technology
Tech giants like Google and IBM are racing to be the first ones to create the next generation of supercomputers, but how will they impact the world of finance?
2 min read | October 2019
Central Banks
Expectations are growing that the BOJ will decide to further loosen monetary policy.
5 min read | October 2019
Volatility
We update and expand the scope of our analysis for the impact for global automakers, and the intensity of the fallout from a hard Brexit.
2 min read | October 2019
Economics
We have been downbeat on the global economic outlook, primarily due to our views on US-China trade frictions. Prior to the trade truce in Osaka, we established our base case in which the US imposes 25% tariffs on all Chinese imports and China retaliates before the end of the year. We stand by this forecast as tariff threats continue to escalate.
2 min read | September 2019