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.

US: Updating our Forecast as the Covid-19 Outbreak Matures

Different ways to think about the contraction and the long road to recovery

4 min read | May 2020


Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?

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


World after reopening and ideas for Japanese equities

Basic strategy likely to involve shift to sectors with high intrinsic growth rate (alpha)

3 min read | April 2020

Central Banks

Fireside Chats - US Updated Outlook: What's left in the FED's toolbox to fight Covid-19?

Jordan Rochester and our Chief US Economist Lewis Alexander discuss how the FED intends on combating Covid-19

20 min podcast | April 2020


Damocles update 3: Our early warning indicator of exchange rate crises

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.

1 min read | April 2020

Central Banks

2020 US Outlook: Extending a long expansion

2020 Growth Expectations

3 min read | February 2020


Event Risk Radar

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 economic outlook 2020: On shaky foundations

17 min video | January 2020


What will be the role of quantum computing in the future of finance?

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

Emerging Markets

Nomura's Commitment to Infrastructure and Power Finance

The Infrastructure and Power Finance (IPF) team is dedicated to providing capital solutions for energy, infrastructure and related assets.

2 min video | September 2019


Nearing an inflection point: Preparing for a change in global growth velocity

2 min read | September 2019


Is the US on the verge of a recession?

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

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