Tag name: Economics
China Shock 2.0 – How Are Cheap Imports Impacting Economies?
Is US Tariff Policy Shifting Toward Moderation?
India and EU Sign “The Mother of All Deals”
Addressing the US Affordability Crisis – Signal Versus Reality
Japan’s Ruling Coalition Considers Eliminating Consumption Tax on Food
A consumption tax moratorium and a weak yen ... [Read more]
What's on the Horizon for the Global Economy?
Our weekly updated overview highlights the key releases ... [Read more]
Asia Economic Monthly: The Art of Trump’s Asia Deals
US Economic Weekly Update
Our weekly update of the developments and key ... [Read more]
India-US Trade Rift: Scenarios, Spillovers and Strategic Shifts
Asia Economic Monthly: World Minus One
US – Updating Tariff Assumptions
Indonesia: Weak Consumption Is Likely To Linger
China’s Consumption Needs More Than a Subsidy Quick-Fix
US Economy: Glass Half Full or Half Empty?
The Shipbuilding and Maritime Industry
Dollar Devaluation the Only Way to Save Free Trade, says Richard Koo
ASEAN Increasingly Pulled in Opposite Directions
Tail Risks Clipped but We Stay Cautious on Global Economic Outlook
Macro and Micro Evidence of the Tariff Impact
US-China Trade Deal Only Slightly Improves US Economic Outlook
US: Forecasting the Tariff Impact on Inflation
China’s Trade Diversion Could Swamp Other Emerging Markets
Impact of the US Tariff Shock
Liberation Day Tariff Policy Triggers Economic Forecast Revisions
Asia: Low Inflation is Here to Stay
Private Credit Boom Set to Continue Amid Surplus of Capital
The private credit market is rapidly evolving, with ... [Read more]
Asia Economic Monthly: Third Country Circumvention
How Trump’s Tariffs May Impact European Growth
US tariffs are likely to hamper European growth ... [Read more]
Asia Economic Monthly: Estimating Asia’s Exposure to US Tariffs
Quality Investing as a Hedge to High US Equity Valuations
As investors weigh up whether US equities can ... [Read more]
Asia Economic Monthly: The Currency Dilemma
US 2025 Outlook: Trump’s Policies to Shape the Path Ahead
Nomura Investment Forum: Slow Does Not Mean Stagnant for Japanese Companies
Trump’s populist policies and the Triffin dilemma
Asia Economic Monthly: The Trump curveball for Asia
More Flexible Rules Spur Use of Bond Buybacks by Financial Firms
Regulatory clarifications have opened-up the market for bond ... [Read more]
Asia Economic Monthly: Asia’s China exposure
Where Euro Rates Volatility Has Outperformed the US Dollar
Interest rate rises triggering opposite effects in the ... [Read more]
China Investor Forum: When will China’s property sector bottom out?
Positioning for a Q4 2024 bull run in equities
India: From low inflation to low rates; the RBI is set to pivot
The second wave of shocks in China
China Investor Forum: The Global Economic Outlook
Germany: Here Comes the Recession
We believe Germany is in recession and structural ... [Read more]
China’s increasing role in China+1
Thematic investing deserves a place in your portfolio
US government debt is a silent problem until it is not
Asia is set to embrace protectionism in face of China's overcapacity
Central banks and emerging markets push gold sky-high, says World Gold Council
State governments, private sector to spur India economic growth: V. Anantha Nageswaran
The Rise of Algo Trading in FX Markets
Calmer FX markets, liquidity fragmentation and the legacy ... [Read more]
Global economic outlook: Charting different courses
JPX supports markets growth via better dialogue between investors and companies
Advanced economy debt challenges are serious, says Carmen Reinhart
Asia, led by Japan and India, is a good hunting ground for equities
As advanced nations fight inflation, China grapples deflation, says Richard Koo
Singapore Senior Minister of State Sim Ann on navigating geopolitics
Asia's new flying geese
Private credit can provide the most compelling opportunities in Asia
Asia Economic Monthly: China taps Asian demand
The great reshuffle in global supply chains
US Economy: The Immigration Enigma
Higher immigration does not fully account for recent ... [Read more]
Indian opportunities spice up Japanese corporate growth strategies
Japan Regional Banks Target Zero Day Options to Escape Zero Yields
Japan’s regional banks are turning to zero-day options ... [Read more]
Asia Economic Monthly: Asia’s growth kaleidoscope
Repacks Rebooted: Insurers Turn to Structured Notes for Alpha
Repackaged notes are increasing in popularity as insurance ... [Read more]
Asia Economic Monthly: Deciphering Asia’s capex cycles and trends
Swiftonomics: The economic power of superstar concerts
China breweries angle for more premium, high-quality beer
Asia Economic Monthly: Asia under Trumponomics 2.0
Chinese pharma to ride on the global GLP-1 drugs bonanza
Asia Economic Monthly: Taylor rule estimates for Asia
US 2024 Outlook – Slowdown, Recession and Last-Mile Inflation Risks Ahead?
US growth momentum is slowing following the surprising ... [Read more]
Europe 2024 Outlook – Will Inflation Get Back To Target?
We forecast a very benign recession in the ... [Read more]
How to sustainably monetize generative AI
Nomura Investment Forum: Japan Macro Outlook 2024
Asia Economic Monthly: Asia’s inflation divergence
Exploring China’s new consumption trends: Shaun Rein
Asia Economic Monthly: The goods cycle is headed higher for now
China Investor Forum 2023 – The Global Economic Outlook
We are cautious on the economic outlook and ... [Read more]
Europe – Heading Over the Recession Precipice
We now expect the Euro Area and UK ... [Read more]
Bumper Gas Stores to Insulate Europe from Cold Winter Supply Shock
Europe’s efforts to build up natural gas stores ... [Read more]
Asia Economic Monthly: Is Asia slowly decoupling from China?
Damocles: Our Early Warning Indicator of EM Exchange Rate Crises
Asia Economic Monthly: Food inflation risks are on the rise
Generative AI to drive China’s technology revolution
The risk management of Asian opportunities: Heng Swee Keat
Strong underlying momentum to continue to buoy India’s economic growth: V. Anantha Nageswaran
Is a Global Recession Imminent? In For a Long Grind, says Ruchir Sharma
Asia’s time to shine
MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure?
In this episode of our MacroBrew fireside podcast ... [Read more]
MacroBrew - Thailand: Who Will Form The Next Government?
Asia Economic Monthly: Shape of Asian exports recovery: L, U, V or W?
Thailand hospitals poised for further expansion
MacroBrew - The ECB and BoE: Fighting for The Last Hike
MacroBrew - US Debt Limit: Is It Worse Than 2011?
Asia Economic Monthly: Seven reasons to expect faster disinflation
Asia Economic Monthly: Our growth cycle framework
MacroBrew - US: Is the Strong Data a Macro Game Changer or a Fade?
Euro Sovereign Debt Crisis: This Time Is Different
Asia Economic Monthly
We raise our 2023 GDP growth projections slightly ... [Read more]
MacroBrew - How Fast Has China's Reopening Been So Far?
MacroBrew – Nomura Macro Outlook 2023: Tough Choices
How the Changing Rates Outlook is Boosting Demand for Convexity Hedging
Assessing countries at risk of hard versus soft economic landings
How Far Could UK House Prices Fall?
We have a central forecast of a 15% ... [Read more]
MacroBrew: Will the ECB be the Last Major Central Bank Hiking?
Asia Macro Outlook 2023: Time to Shine
US 2023 Outlook: The Economic Costs of Curbing Inflation
Euro Area 2023 Outlook – Will Sovereign Debt Risk be a Theme of 2023?
Our forecasts remain among the most pessimistic for ... [Read more]
MacroBrew – 2023 Outlook: Tough Choices and Rolling with the Punches
MacroBrew - Nomura Asia Macro Outlook 2023: Rolling with the punches
Nomura Investment Forum: Japan Macro Outlook 2023
MacroBrew – The Big ECB and BOE Week
Asia Macro Outlook 2023: Rolling with the Punches
Damocles: Our Early Warning Indicator of EM Exchange Rate Crises
Our early warning model of EM exchange rate ... [Read more]
Asia Macro in 30: Macro-financial vulnerabilities in Asia
With weak growth, higher interest rates, a stronger ... [Read more]
MacroBrew – US: Soft CPI, Fed Implications and Politics
Having learned from the 1997 crisis, Asia’s currency defense is likely to be prudent and eclectic
US: Recession Imminent – Will the Economy Recover by 2024?
We continue to expect an imminent recession and ... [Read more]
MacroBrew – What Sways The Fed?
MacroBrew - Asia macro talk in 30: Peak inflation?
MacroBrew - Are we Heading into a Global Food Crisis?
MacroBrew - Hawkish BOE and UK Fiscal Policy to the Rescue?
MacroBrew - A Much More Hawkish ECB, Where Will It End?
Asia Recovery Interrupted As Recessions Loom In Europe, US
MacroBrew - Japan: Will the BOJ Give Up on Yield Curve Control?
We See More Major Economies Tipping Into Recession
In addition to the US, we now expect ... [Read more]
US: Staring into the Void – A Recession is Now Likely
The Fed’s commitment to restoring price stability will ... [Read more]
MacroBrew - US Recession Risks
All Things Point to One Way for Inflation: Up, Says Richard Koo
Climate change is driving sharp increases in fossil ... [Read more]
MacroBrew - Asia Insights: Taking the Temperature of Asia's Underlying Inflation
MacroBrew - The ECB & BOE: Earlier and Faster Hikes?
MacroBrew – Asia Insights: ASEAN Border Reopenings
ASEAN: Border reopening 2.0 – Finally going somewhere
MacroBrew - Thailand’s tourism recovery prospects this year
MacroBrew - French Elections: Could Le Pen Win?
India: External shocks, stagflation risks and policy trade-offs
Just as India was crawling its way out ... [Read more]
MacroBrew - JPY Depreciation and the Possible Policy Risks
MacroBrew - FOMC preview and US economy update
MacroBrew - US Growth, Inflation and The Fed Call
MacroBrew - Expert session: South Korea’s fiscal policy after the presidential election
MacroBrew - China's Zero COVID-19 Policy
MacroBrew - The ECB, BOE, and RBA Hikes Ahead
MacroBrew - The Covid 19 Endgame Part III: Lower Potential GDP Growth and Bankruptcies
MacroBrew - FOMC Preview and Implications for the Dollar in 30
MacroBrew - Japanese Macroeconomic Outlook and Market Strategies for 2022
MacroBrew - The Covid 19 Endgame Part II: Inequality
US 2022 Economic Outlook: Strong but Slowing Growth, Elevated Inflation and Policy Normalization
MacroBrew – Global Economic Outlook 2022: The heat is on... for now
Our strategists share their top FX and rates ... [Read more]
MacroBrew - Asia Outlook 2022: As the Tide Turns
Asia Outlook 2022: As the Tide Turns
We are cautious on Asia’s economic outlook in ... [Read more]
MacroBrew – Top FX and Rates Views in 2022
Our strategists share their top FX and rates ... [Read more]
Nomura Investment Forum 2021: Japan Macro Outlook
MacroBrew - A Conversation with Professor Shane Crotty, Ph.D.
Damocles: Our Early Warning Indicator of EM Exchange Rate Crises
Four countries – Egypt, Romania, Turkey and Sri ... [Read more]
MacroBrew - The Covid 19 Endgame
The Covid-19 Endgame: Learning to Live With it
The endgame of Covid-19 leaves economists in a ... [Read more]
Korea: Japanification Risks Strike Again
US: Evolving Political and Macro Developments to Limit Biden's Agenda
Declining popularity, elevated inflation and worsening intraparty disputes ... [Read more]
The UK’s Petrol Crisis - an Inflation or Growth Concern?
To add to the UK’s energy challenges, the ... [Read more]
The “Troubled Ten” in EM
We warn of ten economies that appear most ... [Read more]
MacroBrew - China Insights: Targeted tightening and universal easing
Is China approaching a slowdown? ... [Read more]
Indonesia: A Worrying Wave Hits Hard
The Indonesian government has introduced more stringent measures ... [Read more]
Thailand: The Long Road to a Tourism Recovery
Our TRIPTracker index indicates there's still a long ... [Read more]
Introducing Cassandra: Our Early Warning Model for Financial Crises
Cassandra is currently highlighting six economies – including ... [Read more]
Nomura Investment Forum Asia: Asia Healthcare in a Post-Pandemic World
Covid-19 has prompted hospitals across Asia to increase ... [Read more]
William Dudley: Recovery to be Sustained and Inflation to be Transitory
William Dudley, former President and CEO of the ... [Read more]
US Economy- A Closer Look at Inflation Expectations
Most measures of inflation expectations remain at a ... [Read more]
How are Supply Constraints Affecting the US Labor Market Recovery?
Taking stock and looking ahead ... [Read more]
Covid-19: India’s Second Wave is a Humanitarian Rather than an Economic Crisis
India’s second wave has resulted in a hit ... [Read more]
China: How the North/South Divide Highlights the Credit Risk Disparity
The widening north/south divide could result in a ... [Read more]
MacroBrew - Asia Insights: Will China’s North-South divide have multiple growth implications?
MacroBrew - Asia Insights: The surge in India’s Covid-19 cases, and its repercussions…
The surge in Covid-19, and it's impact on ... [Read more]
China: We See No Fiscal Cliff in 2021
With factors such as a moderate 2020 stimulus ... [Read more]
MacroBrew - BoJ and ECB Strategy Review: A New Direction?
How will the upcoming BoJ and ECB meetings ... [Read more]
MacroBrew – The Wonder Down Under: Lessons on life without Covid-19
What can we learn from Australia and New ... [Read more]
US: Domestic Priorities for the Biden Administration in 2021
Vaccine rollout, pandemic support and infrastructure investment will ... [Read more]
MacroBrew - UK Insights: Will the UK be the underdog story of 2021?
Will the vaccine rollout result in the comeback ... [Read more]
Biden’s Green Shift and its Impact on Asia
A pillar of US President Joe Biden’s bid ... [Read more]
US: 2021 Economic Outlook: Searching for normal
Fireside Chats: 2021 Outlook – Global restoration, converting hope into reality.
Our Global outlook for 2021. ... [Read more]
Can you put a price on pollution?
Growing recognition of the criticality of decarbonising the ... [Read more]
Thailand: The Economic Fallout of Political Protests – This Time is No Different
Student-led protests have resumed in Thailand, demanding constitutional ... [Read more]
How the UK Economy is fast becoming the runt of the G10 litter?
Will the UK be able to vaccinate itself ... [Read more]
Highlights from Nomura ESG Conference 2020
The global pandemic and increasing severity of climate ... [Read more]
Fireside Chats - The 2020 US Election: Initial results are in, but how's Joe biding his time?
Our US Economics team on what to make ... [Read more]
The 2020 US Presidential Election - What to know?
With less than a week till Election Day ... [Read more]
Fireside Chats – Euro Area Outlook: How is Europe riding the second wave of Covid-19?
Our European Economics team, discuss the key lessons ... [Read more]
Indonesia: Thoughts on Emerging Policy Challenges and Risks
Economic Policy under a Biden Administration
If Biden wins in November, he is likely ... [Read more]
Why have European retail sales recovered so strongly?
Since lockdowns began to be lifted different sectors ... [Read more]
Fireside Chats - The 2020 US Election: Economic Policy under a Biden Administration?
In this episode of our Fireside Chat series ... [Read more]
Deglobalization: The past and future
The tide of deglobalization is reshoring and gathering ... [Read more]
Japan's path to normalization after pandemic
Nomura forecasts real growth outpacing potential growth during ... [Read more]
The world post Covid-19 (part 2)
Fireside Chats - The World After Covid-19: What can we expect?
Will Climate Change, food security and social life ... [Read more]
Diversification from China: The push and pull factors
What are the Global implications of diversifying from ... [Read more]
Government debt - a new paradigm?
For economies to stay afloat, historic amounts of ... [Read more]
Fireside Chats - The EU recovery fund: The what, the why, the how?
In this episode of our Fireside Chat series ... [Read more]
China: Estimating Recovery Momentum from the Supply Side
The Chinese economy is still a long way ... [Read more]
Fireside Chats - The 2020 Presidential Election: What will it mean for markets?
In our latest Fireside Chat episode we discuss ... [Read more]
Nomura Investment Forum Asia: Global Economic Outlook Post Covid-19
During our virtual Nomura Investment Forum Asia conference ... [Read more]
Gauging the Risk of a Second Wave of Covid-19
We develop a visual tool to assess the ... [Read more]
US: Updating our Forecast as the Covid-19 Outbreak Matures
Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?
Craig Chan our Global Head of FX Strategy ... [Read more]
Damocles Update 3: Our Early Warning Indicator of Exchange Rate Crises
Damocles is based on a noise-to-signals approach in ... [Read more]
Fireside Chats - Big stimulus in the pipeline, but China won’t rescue the Global economy again
In this episode of our Fireside podcast series ... [Read more]
Fireside Chats - Europe’s next response to Covid-19
Our Chief Euro Area Economist George Buckley and ... [Read more]
The Global Economic Impact of Covid-19
Our weekly update on the global economic impact ... [Read more]
Will Covid-19 tip the Japanese economy into recession?
Japan's senior society facing severe economic cycle ... [Read more]
Upturn in global IT cycle and the Japanese economy
Attention is focusing on the global IT cycle ... [Read more]
2020 US Outlook: Extending a long expansion
Extending a long expansion ... [Read more]
Event Risk Radar
UK and Euro Area Outlook 2020
New year, new decade, new risks? ... [Read more]
Global Economic Outlook 2020: On Shaky Foundations
UK Outlook 2020
How will the UK fair amongst some Brexit ... [Read more]
Brexit & FX Outlook 2020
Euro Area Outlook 2020
Nomura Investment Forum Tokyo featured article: US-China conflict reshaping global trade order
Nomura Investment Forum Tokyo featured article: Japan’s Economy in 2020 - Making the Case for Cautious Optimism
Preparing for the Next Surge in Food Prices
How and why is France one of the Euro Area’s star performers?
Among its struggling European peers, how has France ... [Read more]
India: A Difficult Climb Ahead
Indonesia: The Return of Fiscal Conservatism
Nearing an Inflection Point: Preparing for a Change in Global Growth Velocity
We have been downbeat on the global economic ... [Read more]
Asia Mid-Year Equities Outlook 2019
Are the Major Central Banks Trapped?
The policy reaction function of many of the ... [Read more]
Australia in 2019: Soft Growth, Falling House Prices and RBA Rate Cuts
Asia Top Ideas Breakfast Series
On March 8, 2019, some of our top ... [Read more]
India: the 'Frown Curve' – why Politics and Economics don’t Always Smile
Is good economics also good politics? It could ... [Read more]
RBA Growth Downgrades are Coming: is Australia’s Luck Running Out?
Many are wondering whether Australia’s luck is running ... [Read more]
Equity Markets in 2019: Soft Power Matters
India Outlook 2019: Elephant to Lose Stamina
ASEAN outlook 2019: split into two camps
Asia in 2019: Always Darkest Before the Dawn
US-Sino Trade Friction: Not All a Lose-Lose Outcome for Asia
China: Beyond Falling M2 Growth
M2 growth has fallen sharply in China since ... [Read more]
Time for the National Pension Service to escape “home bias”
The National Pension Service (NPS) is Korea’s social ... [Read more]
Asia Economic Outlook 2018
A forecast of Asia’s sweet spot of solid ... [Read more]
Outlook 2018: Asia
Are striving tiger cubs the next phase of flying geese?
Our Asia economists present their scorecard of 2 ... [Read more]
The tranquil path of Asian inflation
In their recent ‘Asia Special Report’, our economists ... [Read more]
