Focused Thinking
Central Banks
The world remains in the grip of Covid-19, but the pandemic can also serve as a catalyst for change that can shape the world for decades to come.
3 min read | July 2020
Economics
In this episode of our Fireside Chat series Jordan talks with Marco Brancolini from our EUR rates desk strategy team on the EU recovery fund.
0 min podcast | July 2020
Economics
The Chinese economy is still a long way away from a full recovery, and it is too early for the PBoC to reverse its stance on policy easing.
2 min read | July 2020
Economics
In our latest Fireside Chat episode we discuss the impact of the 2020 US Presidential election will have on our market outlook.
0 min podcast | June 2020
Economics
With Covid-19 being a common factor affecting the economy across industries, we also take a look at its impact on capital markets and what that means for sustainable finance.
4 min read | June 2020
Economics
During our virtual Nomura Investment Forum Asia conference this year, our equity strategists explain what the outlook of Asia equities will be in the near future.
2 min read | June 2020
Economics
During our virtual Nomura Investment Forum Asia conference this year, our economists explain what the global economy is going to look like in light of Covid-19 and other global events such as the United States election.
3 min read | June 2020
Economics
We develop a visual tool to assess the risk of a Covid-19 second wave as economies reopen, applying it to 10 US states and 45 major economies.
2 min read | June 2020
Economics
How have the Antipodes navigated COVID19 so well, and what are the next steps for their economy?
0 min podcast | May 2020
Economics
Different ways to think about the contraction and the long road to recovery
4 min read | May 2020
Economics
Damocles is based on a noise-to-signals approach in which we use eight key indicators to predict currency crises in 30 emerging market (EM) countries; this approach has correctly predicted 67% of the 54 crises since 1996.
2 min read | April 2020
Economics
In this episode of our Fireside podcast series Jordan Rochester and our Chief China Economist Ting Lu discuss the outlook for China.
0 min podcast | April 2020
Economics
Our Chief Euro Area Economist George Buckley and FX Strategist Jordan Rochester discuss what the future holds for Europe under lockdown.
0 min podcast | April 2020
Economics
Our weekly update on the global economic impact Covid-19 has had on GDP, and provide their base, good and bad scenarios.
3 min read | April 2020