Focused thinking: 3 min read
Our weekly update on the global economic impact Covid-19 has had on GDP, and provide ... [Read more]
April 2020
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]
Our weekly updated overview highlights the key releases of global economic market data from around ... [Read more]
July 2020
What's on the horizon for the global economy?
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Focused thinking: 28 min podcast
June 2020
Fireside Chats - The 2020 Presidential Election: What will it mean for markets?
Focused thinking: 4 min read
With Covid-19 being a common factor affecting the economy across industries, we also take a ... [Read more]
Nomura Investment Forum Asia: ESG perspectives
Focused thinking: 0 min read
Our weekly update of the developments and key themes around the US economy ... [Read more]
US Economic Weekly Update
During our virtual Nomura Investment Forum Asia conference this year, our equity strategists explain what ... [Read more]
Nomura Investment Forum Asia: Asia equities market outlook
During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the ... [Read more]
Nomura Investment Forum Asia: Global economic outlook post Covid-19
We develop a visual tool to assess the risk of a Covid-19 second wave as ... [Read more]
Gauging the risk of a second wave of Covid-19
Focused thinking: 18 min podcast
May 2020
Fireside Chat - The Wonder Down Under: How have the Antipodes dealt with Covid-19?
US: Updating our Forecast as the Covid-19 Outbreak Matures
World after reopening and ideas for Japanese equities
Focused thinking: 1 min read
Damocles is based on a noise-to-signals approach in which we use eight key indicators to ... [Read more]
Damocles update 3: Our early warning indicator of exchange rate crises
Focused thinking: 24 min podcast
Fireside Chats - Big stimulus in the pipeline, but China won’t rescue the Global economy again