Focused Thinking
Economics
We expect Japan to remain on a path of “steady but slow” economic growth in 2020.
1 min video | December 2019
Economics
After surging in 2010-11, global food prices have been on a downtrend, but this can quickly change.
5 min video | December 2019
Economics
Among its struggling European peers, how has France managed to stay ahead of the game?
3 min read | November 2019
Japan in focus
NAM’s Innovation Lab Department and the Graduate School of Information Sciences, Tohoku University explore practical application of quantum computers especially in the machine learning field.
4 min read | November 2019
Central Banks
Contrary to our expectations of a recovery starting in Q3, high-frequency indicators have plunged and domestic credit conditions remain tight amid weak global demand. As a result, India’s economic recovery is expected to be delayed and the subsequent pickup is expected to be sub-par.
2 min video | November 2019
Technology
Client demands for speed and efficiency, coupled with regulatory pressure for transparency, will continue to drive the growth of electronic trading, including trading of more complex products
5 min read | November 2019
Technology
Tech giants like Google and IBM are racing to be the first ones to create the next generation of supercomputers, but how will they impact the world of finance?
2 min read | October 2019
Central Banks
Expectations are growing that the BOJ will decide to further loosen monetary policy.
5 min read | October 2019
Volatility
We update and expand the scope of our analysis for the impact for global automakers, and the intensity of the fallout from a hard Brexit.
2 min read | October 2019
Japan in focus
Nomura supported the Economist Intelligence Unit (EIU) in the creation of a deep dive podcast series looking into the future of Japan and where their culture, economy, and government will be by 2030 and beyond.
20 min podcast | September 2019
Economics
We have been downbeat on the global economic outlook, primarily due to our views on US-China trade frictions. Prior to the trade truce in Osaka, we established our base case in which the US imposes 25% tariffs on all Chinese imports and China retaliates before the end of the year. We stand by this forecast as tariff threats continue to escalate.
2 min read | September 2019
Economics
With clear signs that the US economy has slowed, growing trade tensions rising, and new signs that global growth is slowing, is a US recession around the corner?
4 min read | September 2019
Central Banks
Expectations have been mounting for a policy response by the BOJ, including further easing. What will trigger strong calls for the BOJ to respond? What are the possible policy options and implications to the markets?
3 min read | July 2019