Economics
How AI Masks America's Rising Risk Premium
Global concentration in USD assets has become so extreme that an AI setback would likely cause USD depreciation
5 min read | September 2026
NOMURA CONNECTS
NOMURA CONNECTS
Economics
Global concentration in USD assets has become so extreme that an AI setback would likely cause USD depreciation
5 min read | September 2026
Economics
CPI inflation in Japan is expected to accelerate through early 2027, cool through early 2028, and stabilize at 2%
3 min read | September 2026
Geopolitics
Politics in Europe is sliding toward populism
6 min read | September 2026
Japan in focus
As ASEAN becomes a connecting hub for US–China trade, the composition of exports to the region from China and Japan are growing increasingly similar
3 min read | September 2026