Economics
Nomura’s Chip Shortage Index: A Signal for AI Era Business Cycle
A shortage-driven chip cycle points to price strength through 2027 and beyond
5 min read | September 2026
Focused Thinking
Focused Thinking
Economics
A shortage-driven chip cycle points to price strength through 2027 and beyond
5 min read | September 2026
Economics
Several factors are weighing against the dollar and the actions currently being taken will not likely limit the downside
4 min read | August 2026
Economics
Our weekly update of the developments and key themes around the US economy
1 min read | August 2026
Central Banks
Oil prices, irrigation and policy can sometimes matter more than rainfall
4 min read | July 2026
Economics
US labor market data show minimal AI disruption to date, with employment and wages in AI-exposed sectors remaining resilient despite rising layoff announcements.
3 min read | July 2026
Economics
We consider how the Takaichi administration can achieve the high growth projected in its first growth strategy
3 min read | June 2026
Economics
Geopolitical transition, the China shock and the AI revolution are reshaping Asia’s economies
4 min read | June 2026
Central Banks
The Fed's proposed trimmed-mean inflation metric may understate price pressures, risking policy errors and aggressive hikes later
4 min read | June 2026
Annual Outlook
We revise our outlook for FY2026 and FY2027 considering the current climate of uncertainty
4 min read | June 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
Economics
The energy security push creates opportunities in domestic infrastructure investment, green tech exports led by China and ASEAN, and growing LNG and critical mineral shipments
6 min read | May 2026
Economics
Changes to the Corporate Governance Code could increase pressure on companies to improve capital efficiency through investments, M&A, and shareholder returns
4 min read | May 2026
Economics
The nation’s path to faster growth hinges on solving its silver democracy issue while resolving fiscal and economic constraints
5 min read | May 2026
Economics
Canada will likely secure an agreement with the US on the United States–Mexico–Canada Agreement (USMCA) but under a more conditional framework that institutionalizes volatility and weighs on growth
4 min read | May 2026