Economics
Nomura’s Chip Shortage Index: A Signal for AI Era Business Cycle
A shortage-driven chip cycle points to price strength through 2027 and beyond
5 min read | September 2026
Focused Thinking
Focused Thinking
Economics
A shortage-driven chip cycle points to price strength through 2027 and beyond
5 min read | September 2026
Economics
Several factors are weighing against the dollar and the actions currently being taken will not likely limit the downside
4 min read | August 2026
Technology
Public transport operators are modernizing legacy traffic and transport planning processes with state-of-the-art software tools
5 min read | August 2026
Economics
Our weekly update of the developments and key themes around the US economy
1 min read | August 2026
Economics
US labor market data show minimal AI disruption to date, with employment and wages in AI-exposed sectors remaining resilient despite rising layoff announcements.
3 min read | July 2026
Japan in focus
Tokyo Stock Exchange reforms are providing rare opportunities for domestic and foreign buyers of Japanese companies
4 min read | July 2026
Central Banks
The Fed's proposed trimmed-mean inflation metric may understate price pressures, risking policy errors and aggressive hikes later
4 min read | June 2026
Central Banks
Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2026 by region.
3 min read | June 2026
Economics
Canada will likely secure an agreement with the US on the United States–Mexico–Canada Agreement (USMCA) but under a more conditional framework that institutionalizes volatility and weighs on growth
4 min read | May 2026
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 2026
Economics
We expect US tariff policy to continue its current de-escalatory trajectory, despite the possibility of episodic flare-ups
5 min read | March 2026
Central Banks
Increasing energy prices weigh on Europe and Asia, while the US remains largely insulated; energy exporters outside of the Middle East benefit from elevated prices
4 min read | March 2026
Rates
Iran war undermines the long-held assumption that bonds and equities offset one another in times of crisis but supports the case for long swaption straddles as a hedge
3 min read | March 2026
Economics
The Trump administration has announced a range of measures aimed at addressing affordability in the run up to this year’s midterm elections including housing, healthcare and consumer finances. In our view, these initiatives are unlikely to materially alter the near-term inflation outlook
6 min read | January 2026