Focused Thinking

Economics

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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Central Banks

Fireside Chats - The Covid 19 Endgame

The endgame of Covid-19 leaves economists in a challenging position; in many ways, the outlook is more complicated now than it was at the onset of the pandemic.

28 min video | November 2021

Economics

Indonesia: Getting There on Tax Reforms

Tax reforms are expected to improve the government’s overall fiscal position, but does not address some longer term issues such as a high VAT coverage threshold.

3 min read | November 2021

Economics

The Covid-19 Endgame: Learning to Live With it

The endgame of Covid-19 leaves economists in a challenging position when making long-term forecasts. In many ways, the outlook is more complicated now than it was at the onset of the pandemic.

5 min read | November 2021

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Central Banks

Korea: Japanification Risks Strike Again

Despite a faster-than-expected recovery from the pandemic, structural headwinds are expected to result in lower economic growth in South Korea.

28 min video | October 2021

Economics

US: Evolving Political and Macro Developments to Limit Biden's Agenda

Declining popularity, elevated inflation and worsening intraparty disputes suggest a smaller Democrat-only fiscal package

3 min read | October 2021

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Central Banks

Fireside Chats – Europe Insights: Does the energy crisis mean higher inflation ahead?

The latest surge in energy prices and what it means for inflation?

26 min podcast | October 2021

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