Focused Thinking

Podcasts

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Our podcast series explores the latest trends in markets with weekly updated episodes where our key economists, researchers and investors discuss current events.
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Economics

Fireside Chats - The 2020 Presidential Election: What will it mean for markets?

In our latest Fireside Chat episode we discuss the impact of the 2020 US Presidential election will have on our market outlook.

28 min podcast | June 2020

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Volatility

Fireside Chats - Forecasting a second wave of Covid-19

Is mobility data the next tool in the fight against Covid-19?

18 min podcast | June 2020

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Emerging Markets

Fireside Chats - How are Asia's Emerging Markets supporting the bottom of the pyramid?

In this week’s episode Euben Paracuelles discusses how some Asia's EMs are coping with the impact of the COVID-19.

16 min podcast | May 2020

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Economics

Fireside Chat - The Wonder Down Under: How have the Antipodes dealt with Covid-19?

How have the Antipodes navigated COVID19 so well, and what are the next steps for their economy?

18 min podcast | May 2020

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Volatility

Fireside Chats - What does the US Treasury Foreign Exchange report mean for FX markets?

Craig Chan our Global Head of FX Strategy discusses what his thoughts are for the upcoming US Treasury FX report

9 min podcast | May 2020

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Central Banks

Fireside Chats - US Updated Outlook: What's left in the FED's toolbox to fight Covid-19?

Jordan Rochester and our Chief US Economist Lewis Alexander discuss how the FED intends on combating Covid-19

20 min podcast | April 2020

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Economics

Fireside Chats - Big stimulus in the pipeline, but China won’t rescue the Global economy again

In this episode of our Fireside podcast series Jordan Rochester and our Chief China Economist Ting Lu discuss the outlook for China.

24 min podcast | April 2020

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Economics

Fireside Chats - Europe’s next response to Covid-19

Our Chief Euro Area Economist George Buckley and FX Strategist Jordan Rochester discuss what the future holds for Europe under lockdown.

19 min podcast | April 2020

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Japan in focus

Japan 2030

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

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Economics

Global Emerging Markets Podcast Series

Goldilocks economic conditions of strong growth and low inflation and the hunt for yield mean that most investors remain optimistic. But in our three podcasts below, Nomura economists point out that there are good reasons to be cautious.

8 min podcast | May 2018

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Navigating US Tax Reform

US Congress and markets are once again focusing on tax policy in the US. What is the likelihood that the US Congress will pass a major tax reform package by the end of 2017?

7 min podcast | November 2017

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Economics

Oil price moves: A big EM differentiator

With oil prices on the rise this year, we discuss its impact on different emerging markets (EM). The rise in oil prices redistributes the global income from consumers to producers, which can lead to a varied macroeconomic effect on the EM universe.

4 min podcast | November 2017

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