MacroBrew – Nomura Macro Outlook 2023: Tough Choices
The pandemic and the ongoing war have continued to knock the world out of equilibrium in 2023. Powerful secular trends such as climate change, aging populations and deglobalization will likely continue to intensify throughout the year, alongside inflation-related uncertainty and heightened geopolitical risks around the world. Meanwhile, our economists expect central banks to also move away from forward guidance and, in turn, become more data-dependent in order to respond more quickly to economic landings.
Contributor
Rob Subbaraman
Head of Global Macro Research
Ting Lu
Chief China Economist
Aichi Amemiya
Senior US Economist
Jeong Woo Park
Asia Economist
Euben Paracuelles
Southeast Asia Economist
Kyohei Morita
Chief Economist, Japan
Sonal Varma
Chief Economist, India and Asia ex-Japan
George Buckley
Chief UK & Euro Area Economist
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