NOMURA CONNECTS

Insights & Thought Leadership: Connecting Markets East & West

Recent Articles

Economics

Asia Macro Outlook 2026: Mind The Gap

AI demand and the memory supercycle should sustain tech exports, but the outlook for non-tech demand is mixed. We see a North-South monetary policy divide across Asia.

5 min read | December 2025

Podcast & Videos

December 05, 2025

The Week Ahead – Fed Center