Economics
Global economic outlook: Charting different courses
Economies around the world are recovering from the pandemic shock at varying tempos.
7 min read | June 2024
Economics
Repacks Rebooted: Insurers Turn to Structured Notes for Alpha
Repackaged notes are increasing in popularity as insurance companies seek to boost returns and offer more competitive policies to customers
3 min read | March 2024
Economics
The UK’s Petrol Crisis - an Inflation or Growth Concern?
To add to the UK’s energy challenges, the region is in the midst of a petrol crisis while oil prices are heading higher.
5 min read | October 2021
Economics
UK Housing Market: Boom or Bust?
An outlook for the UK's housing market, weighing the positives against the negatives
9 min read | April 2021
Economics
MacroBrew - UK Insights: Will the UK be the underdog story of 2021?
Will the vaccine rollout result in the comeback story of 2021?
40 min podcast | January 2021
Economics
2021 Global Economic Outlook - A topsy-turvy recovery
The still-raging pandemic produced a unique recession in 2020, but what does the future hold?
4 min read | December 2020
Volatility
How the UK Economy is fast becoming the runt of the G10 litter?
Will the UK be able to vaccinate itself against a weakening economy?
3 min read | November 2020
Economics
The Global Economic Impact of Covid-19
Our weekly update on the global economic impact Covid-19 has had on GDP, and provide their base, good and bad scenarios.
3 min read | April 2020
Economics
Event Risk Radar
The top market moving events that should be on your radar. Including the US Presidential election, trade talks, rate cuts & QE, Brexit and budgets, and green shoots in market survey data.
5 min video | January 2020
Central Banks
UK and Euro Area Outlook 2020
New year, new decade, new risks?
2 min read | January 2020
Central Banks
UK Outlook 2020
How will the UK fair amongst some Brexit clarity, will 2020 be the year of recovery?
1 min read | January 2020
Central Banks
Brexit & FX Outlook 2020
Will this New Year mean a New Brexit?
2 min video | January 2020
Economics
Euro Area Outlook 2020
What's in store for the Euro Area as we move into 2020?
2 min video | January 2020
Economics
Nomura Investment Forum Tokyo featured article: Japan’s Economy in 2020 - Making the Case for Cautious Optimism
We expect Japan to remain on a path of “steady but slow” economic growth in 2020.
1 min video | December 2019
Economics
How and why is France one of the Euro Area’s star performers?
Among its struggling European peers, how has France managed to stay ahead of the game?
3 min read | November 2019
Technology
Does eFX still require a human touch?
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
Volatility
What's the impact of Brexit on the UK Auto Industry?
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
Economics
Nearing an Inflection Point: Preparing for a Change in Global Growth Velocity
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
Central Banks
Global midyear economic outlook 2019
Central bankers step up to the plate as the tug-of-war between monetary easing and rising business uncertainty is set to intensify.
5 min read | July 2019
Volatility
Low volatility, but can it last?
Apart from Brexit, US-China trade talks, and the potential for Fed cuts, one of the big themes of 2019 thus far has been the surprising state of market volatility.
9 min video | April 2019
Economics
What does rising household debt mean for the UK economy?
While household debt outstrips incomes across the country, is the UK unusual among its peers?
2 min read | April 2019
Volatility
Europe in 2019: What will drive a recovery this year?
Our European Outlook looks at what will drive recovery in Europe in 2019.
3 min video | February 2019
Volatility
The UK in 2019: Why are global investors optimistic about the UK?
Our UK 2019 outlook looks at how the UK still remains attractive to international investors despite Brexit uncertainty.
1 min read | February 2019
Japan in focus
Japanese cross-border M&A takes off
In a time of global economic and political uncertainty, Japan’s relative stability stands out. After more than two decades of slow growth, the country continues to face many challenges.
6 min read | March 2018
Focused thinking
Eddie Jones: laser-sharp focus
At Nomura, we are proud to partner with Eddie who previously coached the Japan rugby team to the biggest international result in their history during the 2015 Rugby World Cup, when Japan’s national team beat one of the tournament favourites, South Africa.
1 min video | November 2017
Volatility
Deal-contingent hedging: a flexible way to mitigate risk
Recent geopolitical volatility has had dramatic repercussions in the financial markets. The Brexit negotiations between the UK and EU have caused sterling to plummet to lows not seen in years, and protectionist rhetoric from the US has sent shockwaves through global FX markets and lifted interest rates to 5-year-highs.
4 min read | January 2017