Focused Thinking

Economics

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Central Banks

Fireside Chats - The Covid 19 Endgame Part II: Inequality

Covid-19 has exacerbated income inequality, which could slowly build to big surprises in politics and as a result dramatically impact markets.

28 min video | January 2022

Economics

US 2022 Economic Outlook: Strong but Slowing Growth, Elevated Inflation and Policy Normalization

We expect strong but slowing growth, elevated inflation and accelerated Fed policy normalization

6 min read | January 2022

Economics

US Economic Weekly Update

Our weekly update of the developments and key themes around the US economy

1 min read | January 2022

Economics

Global Economic Outlook 2022 - The heat is on... for now

High inflation has central banks feeling the heat, but by late 2022 we see a very different backdrop, with stagnation a bigger risk than stagflation.

4 min read | December 2021

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Central Banks

Fireside Chats – Global Economic Outlook 2022: The heat is on... for now

Our strategists share their top FX and rates views in 2022

30 min podcast | December 2021

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Economics

MacroBrew - Asia Outlook 2022: As the Tide Turns

Looking into 2022 - what to expect

60 min video | December 2021

Economics

Asia Outlook 2022: As the Tide Turns

We are cautious on Asia’s economic outlook in 2022 as the emergence of the Omicron variant reminds us that the pandemic is far from over.

2 min read | December 2021

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Economics

Fireside Chats – Top FX and Rates Views in 2022

Our strategists share their top FX and rates views in 2022

32 min podcast | December 2021

Economics

Nomura Investment Forum 2021: Japan Macro Outlook

Nomura’s Japan experts outline what’s on the horizon as the country’s economy approaches the endgame of the Covid-19 pandemic

3 min read | December 2021

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Economics

MacroBrew - A Conversation with Professor Shane Crotty, Ph.D.

How worried should we be about Omicron?

60 min video | December 2021

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Economics

Fireside Chats – ASEAN Insights: Could Tourism Disappoint?

Why is tourism in ASEAN is likely to disappoint ahead?

22 min podcast | November 2021

Economics

Damocles: Our Early Warning Indicator of EM Exchange Rate Crises

Four countries – Egypt, Romania, Turkey and Sri Lanka – are currently at risk of a currency crisis with Damocles scores above 100.

3 min read | November 2021

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