Focused Thinking

Economics

Central Banks

Indonesia: A Worrying Wave Hits Hard

The Indonesian government has introduced more stringent measures to tackle the resurgence of Covid-19 cases amid the spread of the delta variant and low vaccination rate.

2 min read | August 2021

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Economics

MacroBrew - UK insights: The Great Reopening

The UK's outlook following mass easing of Covid-19 restrictions.

27 min podcast | July 2021

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Central Banks

MacroBrew - US Infrastructure: The Next Great Debate

Biden’s $1.2 trillion infrastructure plan, what to expect?

38 min podcast | July 2021

Economics

Introducing Cassandra: Our Early Warning Model for Financial Crises

Cassandra is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters.

2 min read | June 2021

Economics

Nomura Investment Forum Asia: Asia Healthcare in a Post-Pandemic World

Covid-19 has prompted hospitals across Asia to increase the use of technology in the delivery of their services. It’s also a wake-up call for India to boost its healthcare infrastructure.

2 min read | June 2021

Economics

William Dudley: Recovery to be Sustained and Inflation to be Transitory

William Dudley, former President and CEO of the Federal Reserve Bank of New York, was a keynote speaker at this year’s Nomura Investment Forum Asia.

3 min read | June 2021

Central Banks

US Economy- A Closer Look at Inflation Expectations

Most measures of inflation expectations remain at a level consistent with the Fed’s 2% flexible average inflation targeting (FAIT) framework

3 min read | June 2021

Economics

Nomura Investment Forum Asia – The Diverging Recovery Paths of Asia’s Biggest Economies

China, which staged a sharp rebound in economic growth could face downward pressure into the second half of the year. Japan's recovery hinges on the acceleration of its vaccination program.

3 min read | June 2021

Economics

Resilience of global M&A

Global M&A saw a marked increase in the wake of the pandemic, but is this rise here to stay, and if so in which sectors?

6 min read | June 2021

Economics

How are Supply Constraints Affecting the US Labor Market Recovery?

Taking stock and looking ahead

4 min read | June 2021

Economics

Covid-19: India’s Second Wave is a Humanitarian Rather than an Economic Crisis

India’s second wave has resulted in a hit to mobility, unemployment rates and economic activity.

2 min read | May 2021

Economics

China: How the North/South Divide Highlights the Credit Risk Disparity

The widening north/south divide could result in a vicious cycle of rising defaults and slower growth in northern China. Though we do not expect a national crisis, markets should be prepared for more defaults.

4 min read | May 2021

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