Focused Thinking


At Nomura, we are always looking for opportunities that are born out of connected ideas. Nomura Connects brings together all of our latest thinking and views into one connected place.
Central Banks

US Economy- A Closer Look at Inflation Expectations

Most measures of inflation expectations remain at a level consistent with the Fed’s 2% flexible average inflation targeting (FAIT) framework

3 min read | June 2021

Central Banks

Fireside Chats - US & European Insights: Inflation, how far will it go?

Commodities and inflation are rising, how will they respond across the pond?

29 min podcast | June 2021


Resilience of global M&A

Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?

6 min read | June 2021


US Economic Weekly Update

Our weekly update of the developments and key themes around the US economy

1 min read | June 2021


How are Supply Constraints Affecting the US Labor Market Recovery?

Taking stock and looking ahead

4 min read | June 2021


A Measured Approach to ESG Investing

An overlay technique of consensus-ratings to improve the ESG quality of portfolios

5 min read | May 2021


Carbon Pricing and Financial Markets: The cheapest most expensive commodity

Various approaches to carbon pricing have been trialled in financial and capital markets, illustrating major changes in Enterprise Value.

5 min read | May 2021


Fireside Chats - US Insights: Outlook for infrastructure and fiscal spending

What are Biden's plans for growth this year?

22 min podcast | April 2021


Japan begins discussions on carbon pricing framework

Carbon pricing in Japan could focus on policy mix involving carbon tax, emissions trading, subsidies

3 min read | March 2021


Damocles: Our early warning indicator of EM exchange rate crises

Two countries – Egypt and Turkey – are currently at risk of a currency crisis with Romania coming close behind, just under the 100 threshold.

3 min read | February 2021


US: Domestic Priorities for the Biden Administration in 2021

Vaccine rollout, pandemic support and infrastructure investment will likely be top priorities

5 min read | January 2021


Biden’s Green Shift and its Impact on Asia

A pillar of US President Joe Biden’s bid for the presidency was the radical reform of US environmental policy, but what will it mean for Asia?

3 min read | January 2021

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