Our economists and desk strategist discuss their thoughts for the ECB, the BOE, the RBA and rates markets.
32 min video | February 2022
28 min video | February 2022
The impact of Covid-19 on PGG varies across countries with emerging markets seem to be recovering from the pandemic at a slower pace than the advanced economies and thus appear more vulnerable to scarring effects and lower global potential GDP growth.
We discuss our expectations from the FOMC and views on USD in the coming months.
27 min video | January 2022
Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead
26 min video | January 2022
Covid-19 has exacerbated income inequality, which could slowly build to big surprises in politics and as a result dramatically impact markets.
28 min video | January 2022
We expect strong but slowing growth, elevated inflation and accelerated Fed policy normalization
6 min read | January 2022
High inflation has central banks feeling the heat, but by late 2022 we see a very different backdrop, with stagnation a bigger risk than stagflation.
4 min read | December 2021
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021
Looking into 2022 - what to expect
60 min video | December 2021
We are cautious on Asia’s economic outlook in 2022 as the emergence of the Omicron variant reminds us that the pandemic is far from over.
2 min read | December 2021
32 min podcast | December 2021
Nomura’s Japan experts outline what’s on the horizon as the country’s economy approaches the endgame of the Covid-19 pandemic
3 min read | December 2021
How worried should we be about Omicron?
