EMEA

MacroBrew – 2023 Outlook: Tough Choices and Rolling with the Punches

In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.

MacroBrew - Nomura Asia Macro Outlook 2023: Rolling with the punches

Nomura Investment Forum: Japan Macro Outlook 2023

Nomura’s Japan economists and strategists outline what’s on the horizon as the country opens up.

MacroBrew – The Big ECB and BOE Week

In this episode, we discuss this week's ECB and BOE meetings, and their views against a growth and inflation backdrop.

Asia Macro Outlook 2023: Rolling with the Punches

Recessions in the US and Europe should lead to growth disappointments across Asia early in the new year, but once the dust settles, the region should lead the recovery.

The Diversity Dividend - Equity as the Bridge to Inclusion

We explore how investment in high quality human capital development programmes for a new dynamic era of inclusion is not only essential for unlocking the diversity dividend, it benefits organizational performance.

Making Diversity Work: Equity as the Bridge to Inclusion

Part 7 of our Nomura - University of Sheffield research on the social pillar of ESG in East Asia looks at how companies need to rethink their working patterns and expectations for all employees in order to unlock the diversity dividend.

Damocles: Our Early Warning Indicator of EM Exchange Rate Crises

Our early warning model of EM exchange rate crises shows Egypt, Romania, Sri Lanka, Turkey, Czech Republic, Pakistan and Hungary are at risk

COP27 – Achievements and Outcomes

The Sharm El-Sheikh conference resulted in agreement to carry forward into future COP discussions loss and damage arrangements but didn’t move the needle on limiting climate change.

ESG360 – COP27: A Review of the UN's Climate Change Conference

We review the proposals, announcements and progress discussed at the UN's Climate Change Conference held in Egypt in November 2022.

Asia Macro in 30: Macro-financial vulnerabilities in Asia

With weak growth, higher interest rates, a stronger dollar and high leverage making a potent mix, hear from our economists as they discuss macro-financial vulnerabilities in Asia, zooming in on credit stress in South Korea and balance of payments concerns in Indonesia and the Philippines.

MacroBrew – US: Soft CPI, Fed Implications and Politics

In this episode, we explore what the weak CPI number means for the Fed, markets, and a recap on the midterms elections