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The Dollar in 2019: Bullish or Bearish?
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Focused thinking: 4 min read
There is an undeniable correlation between geopolitics, market sentiment and the macro trading environment. In ... [Read more]
Five market moving events that should be on your radar
Focused thinking: 5 min read
Since the 2008 global financial crisis, major changes have taken place in Asia central banks’ ... [Read more]
Getting to know the rule setters: gauging how Asia’s central banks set policy
Our balanced view on Asia’s credit markets at the beginning of 2018 has given way ... [Read more]
Overcast with a mix of sun and rain: Asia credit outlook
Current account deficits in Indonesia and the Philippines are not necessarily a bad sign; equally ... [Read more]
Surplus or deficit: what drives the current account matters
With the global economic slowdown, what are the risks and are there reasons to be quietly cautious?
Focused thinking: 3 min read
Despite the lessons learned from past crises, currency crises still occur from time to time ... [Read more]
Damocles: our early warning indicator of exchange rate crises
Focused thinking: 3 min video
Highlights from Nomura Investment Forum Asia 2018
Focused thinking: 2 min read
Nearly 2.5 years on from the Brexit referendum, the UK’s latest annual rate of growth ... [Read more]
How has economic activity in the UK responded to the Brexit vote?
Focused thinking: 4 min podcast
Global Economic Outlook 2018
Asian central banks are yet to follow the Fed’s rate hiking cycles even though many ... [Read more]
The great decoupling: are Asian central banks breaking from the Fed?