Focused Thinking
Economics
With Covid-19 being a common factor affecting the economy across industries, we also take a look at its impact on capital markets and what that means for sustainable finance.
4 min read | June 2020
Economics
During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the global economy is going to look like in light of Covid-19 and other global events such as the United States election.
3 min read | June 2020
Economics
We develop a visual tool to assess the risk of a Covid-19 second wave as economies reopen, applying it to 10 US states and 45 major economies.
2 min read | June 2020
Economics
Different ways to think about the contraction and the long road to recovery
4 min read | May 2020
Volatility
Craig Chan our Global Head of FX Strategy discusses what his thoughts are for the upcoming US Treasury FX report
9 min podcast | May 2020
Economics
Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)
3 min read | April 2020
Central Banks
Jordan Rochester and our Chief US Economist Lewis Alexander discuss how the FED intends on combating Covid-19
20 min podcast | April 2020
Economics
Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.
2 min read | April 2020
Central Banks
Extending a long expansion
3 min read | February 2020
Economics
The top market moving events that should be on your radar. Including the US Presidential election, trade talks, rate cuts & QE, Brexit and budgets, and green shoots in market survey data.
5 min video | January 2020
Central Banks
Global growth appears set to bottom out. However, we expect 2020 to be a year of global growth consolidation than a full-fledged recovery.
17 min video | January 2020
Technology
Tech giants like Google and IBM are racing to be the first ones to create the next generation of supercomputers, but how will they impact the world of finance?
2 min read | October 2019
Economics
We have been downbeat on the global economic outlook, primarily due to our views on US-China trade frictions. Prior to the trade truce in Osaka, we established our base case in which the US imposes 25% tariffs on all Chinese imports and China retaliates before the end of the year. We stand by this forecast as tariff threats continue to escalate.
2 min read | September 2019
Economics
With clear signs that the US economy has slowed, growing trade tensions rising, and new signs that global growth is slowing, is a US recession around the corner?
4 min read | September 2019