Focused thinking: 2 min read
New year, new decade, new risks? ... [Read more]
January 2020
Focused thinking: 17 min video
Global growth appears set to bottom out. However, we expect 2020 to be a year ... [Read more]
Focused thinking: 5 min video
December 2019
Focused thinking: 1 min video
We expect Japan to remain on a path of “steady but slow” economic growth in 2020. ... [Read more]
UK and Euro Area Outlook 2020
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Global economic outlook 2020: On shaky foundations
Nomura Investment Forum Tokyo featured article: US-China conflict reshaping global trade order
Nomura Investment Forum Tokyo featured article: Japan’s economy in 2020 Making the case for cautious optimism
Preparing for the next surge in food prices
Our weekly updated overview highlights the key releases of global economic market data from around ... [Read more]
What's on the horizon for the global economy?
Focused thinking: 3 min read
Among its struggling European peers, how has France managed to stay ahead of the game? ... [Read more]
November 2019
How and why is France one of the Euro Area’s star performers?
Focused thinking: 2 min video
India: A difficult climb ahead
October 2019
Indonesia: The return of fiscal conservatism
Focused thinking: 5 min read
Expectations are growing that the BOJ will decide to further loosen monetary policy. ... [Read more]
Risk of BOJ taking rates further into negative territory and investment strategies
We have been downbeat on the global economic outlook, primarily due to our views on ... [Read more]
September 2019
Nearing an inflection point: Preparing for a change in global growth velocity
Focused thinking: 4 min read
With clear signs that the US economy has slowed, growing trade tensions rising, and new ... [Read more]
Is the US on the verge of a recession?