Focused Thinking

EMEA

Annual Outlook

Euro Area 2023 Outlook – Will Sovereign Debt Risk be a Theme of 2023?

Our forecasts remain among the most pessimistic for euro area growth. We are forecasting a recession to last six quarters, beginning in Q4 2022, with a total GDP contraction of 2.5%. Though there are signs from recent surveys that the fallout from the energy crisis could be milder – especially if lower gas prices persist.

4 min read | January 2023

Sustainability
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ESG360 – The ‘S’ Factor in East Asia: Key Takeaways from the Series

We review the key points discussed in our ESG in East Asia series, including the diversity dividend and employment, demographic pressures and business opportunities.

26 min video | December 2022

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Central Banks

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.

33 min video | December 2022

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Economics

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

80 min video | December 2022

Economics

Nomura Investment Forum: Japan Macro Outlook 2023

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

5 min read | December 2022

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Central Banks

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.

18 min video | December 2022

Annual Outlook

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.

3 min read | December 2022

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Sustainability

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.

21 min video | December 2022

Sustainability

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.

5 min read | November 2022

Economics

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

2 min read | November 2022

Sustainability

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.

3 min read | November 2022

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Sustainability

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.

33 min video | November 2022

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Economics

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.

30 min podcast | November 2022

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Central Banks

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

31 min video | November 2022

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