Central Banks
Central Banks Recalibrating Monetary Policies
Nomura economists see more rate hikes, but well below consensus as policy rates are near or above neutral
6 min read | October 2026
Focused Thinking
Focused Thinking
Central Banks
Nomura economists see more rate hikes, but well below consensus as policy rates are near or above neutral
6 min read | October 2026
Geopolitics
Politics in Europe is sliding toward populism
6 min read | September 2026
Technology
Navigating AI’s value challenge by prioritizing spending
4 min read | September 2026
Technology
Building auditable, controllable AI systems for regulated environments
5 min read | September 2026
Economics
A shortage-driven chip cycle points to price strength through 2027 and beyond
5 min read | September 2026
Sustainability
Europe’s renewables market is at an inflection point amid new electricity demand from electric vehicles; with the right policy incentives in place, it can realize its full potential
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
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
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
Central Banks
After the energy shock from the Iran war, the fundamental differences between the euro area and UK economies today may justify different central bank responses
4 min read | April 2026
Technology
Execution economics – manufacturing scale, supply-chain integration, and deployment readiness – will ultimately determine the winners
4 min read | April 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
Central Banks
We forecast ECB rates will remain unchanged through 2027 as inflation stays near target. However, tight labor markets and above-potential growth in 2028 risk pushing inflation higher, likely requiring at least two rate hikes to restore price stability.
4 min read | February 2026