We have a central forecast of a 15% fall in UK house prices by mid-2024. We explore some of the upside and downside risks to this forecast.
3 min read | January 2023
We expect 2023 to bring into focus a nascent recession, with pronounced weakness across a broad range of economic indicators
12 min read | January 2023
Our weekly update of the developments and key themes around the US economy
1 min read | January 2023
Our forecasts remain among the most pessimistic for euro area growth. We are forecasting a recession to last six quarters, beginning in Q4 2022, with a total GDP contraction of 2.5%. Though there are signs from recent surveys that the fallout from the energy crisis could be milder – especially if lower gas prices persist.
4 min read | January 2023
In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.
33 min video | December 2022
80 min video | December 2022
Nomura’s Japan economists and strategists outline what’s on the horizon as the country opens up.
5 min read | December 2022
In this episode, we discuss this week's ECB and BOE meetings, and their views against a growth and inflation backdrop.
18 min video | December 2022
Recessions in the US and Europe should lead to growth disappointments across Asia early in the new year, but once the dust settles, the region should lead the recovery.
3 min read | December 2022
Our early warning model of EM exchange rate crises shows Egypt, Romania, Sri Lanka, Turkey, Czech Republic, Pakistan and Hungary are at risk
2 min read | November 2022
With weak growth, higher interest rates, a stronger dollar and high leverage making a potent mix, hear from our economists as they discuss macro-financial vulnerabilities in Asia, zooming in on credit stress in South Korea and balance of payments concerns in Indonesia and the Philippines.
30 min podcast | November 2022