103 search results for: FX

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Volatility

Fireside Chats - US Insights: Higher Inflation Ahead

Inflation expected to go higher in the near future, but will it last?

28 min podcast | October 2021

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Central Banks

Fireside Chats – Europe Insights: Does the energy crisis mean higher inflation ahead?

The latest surge in energy prices and what it means for inflation?

26 min podcast | October 2021

Volatility

What's on the horizon for the global economy?

Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for the rest of 2021 by region.

3 min read | October 2021

Economics

The “Troubled Ten” in EM

We warn of ten economies that appear most vulnerable: Brazil, Colombia, Chile, Peru, Hungary, Romania, Turkey, South Africa, Indonesia and the Philippines.

2 min read | September 2021

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Technology

Fireside Chats – APAC Tech Strategy: Growth opportunities in a post Covid-19 world

Asia's tech cycle and growth opportunities to watch.

26 min podcast | September 2021

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Japan in focus

Fireside Chats – Japan Insights: Abenomics to Suganomics to…?

Outlook for Japan and markets ahead of the election.

30 min podcast | September 2021

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Emerging Markets

MacroBrew - A conversation with BSP Governor Diokno

An outlook for the Philippines amid the latest Covid-19 wave, with guest speaker Benjamin Diokno, BSP Governor.

60 min video | September 2021

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Volatility

Fireside Chats – China Investor Forum: Beijing’s ‘Volcker Moment’

China’s curbs on the property sector likely mean sacrificing short-term stability, but could pave the way for Beijing to pursue long-term growth

28 min podcast | August 2021

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Economics

Fireside Chats - Australia Insights: Antipodes at the mercy of another Covid-19 wave

How bad is the situation on the ground, and how did they get here?

24 min podcast | August 2021

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Economics

Fireside Chats – ASEAN insights: Under pressure

Covid-19 pressure causing a delay in ASEAN's economic recovery.

28 min podcast | August 2021

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Economics

Fireside Chats - China Insights: Targeted tightening and universal easing

Is China approaching a slowdown?

30 min podcast | August 2021

Central Banks

Indonesia: A worrying wave hits hard

The Indonesian government has introduced more stringent measures to tackle the resurgence of Covid-19 cases amid the spread of the delta variant and low vaccination rate.

2 min read | August 2021

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Economics

Fireside Chats - UK insights: The Great Reopening

The UK's outlook following mass easing of Covid-19 restrictions.

27 min podcast | July 2021

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Central Banks

Fireside Chats - US Infrastructure: The Next Great Debate

Biden’s $1.2 trillion infrastructure plan, what to expect?

38 min podcast | July 2021

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Central Banks

Fireside Chats - US & European Insights: Inflation, how far will it go?

Commodities and inflation are rising, how will they respond across the pond?

29 min podcast | June 2021

Emerging Markets

It’s the Decade to Double Down on Chinese Equities

It is time for global investors to recognize China's scale and complexity, consider it a separate asset class and dedicate more resources and funds to this market.

3 min read | June 2021

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Japan in focus

Fireside Chats - Japan Insights: Mid-year Macro Strategy Outlook

We discuss the impact of this recent wave of Covid-19 infections.

35 min podcast | May 2021

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Technology

Fireside Chats - Asia Insights: Is the world out of chips?

The Global semi-conductor chip shortage and impact to markets.

26 min podcast | May 2021

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Economics

Fireside Chats - Asia Insights: Will China’s North-South divide have multiple growth implications?

Outlook on China's North-South divide.

30 min podcast | May 2021

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Economics

Fireside Chats: Asia Insights: The surge in India’s Covid-19 cases, and its repercussions…

The surge in Covid-19, and it's impact on India's outlook

34 min podcast | April 2021

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Central Banks

The risk of EM central bank overreach

65 min podcast | April 2021

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Economics

Fireside Chats - US Insights: Outlook for infrastructure and fiscal spending

What are Biden's plans for growth this year?

22 min podcast | April 2021

Economics

China: We see no fiscal cliff in 2021

With factors such as a moderate 2020 stimulus, tighter controls on property market financing and planned tapering, we believe China’s economy is unlikely to overheat.

2 min read | April 2021

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Emerging Markets

Fireside Chats – Asia Insights: Prospects for Indonesian and ASEAN economies.

Outlook for ASEAN economies.

27 min podcast | March 2021

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Emerging Markets

Fireside Chats – EM Insights: Which countries lie under the Damocles Sword?

Which Emerging Markets are at risk of an exchange rate crisis?

22 min podcast | March 2021

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Volatility

Fireside Chats – FX Insights: RMB – Bullish beyond the year of the Ox?

We see two key longer-term factors supporting RMB appreciation.

30 min podcast | March 2021

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Central Banks

Fireside Chats - BoJ and ECB Strategy Review: A New Direction?

How will the upcoming BoJ and ECB meetings impact monetary policy strategy and markets?

43 min podcast | March 2021

Economics

Damocles: Our early warning indicator of EM exchange rate crises

Two countries – Egypt and Turkey – are currently at risk of a currency crisis with Romania coming close behind, just under the 100 threshold.

3 min read | February 2021

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Economics

Fireside Chats – The Wonder Down Under: Lessons on life without Covid-19

What can we learn from Australia and New Zealand on life without Covid-19.

31 min podcast | February 2021

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Economics

Fireside Chats - 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

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Emerging Markets

Fireside Chats – Asia insights: How is Asia extending its lead in the race to recovery?

Why are Asian economies going to be the outperformers of 2021?

3 min podcast | January 2021

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Economics

Fireside Chats - US Outlook: New Year, new President, new America?

What does 2021 hold for the USA?

3 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

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Central Banks

Asia Outlook 2021 – Bracing for reflation

6 min read | December 2020

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Fireside Chats: 2021 Outlook – Global restoration, converting hope into reality.

Our Global outlook for 2021.

39 min podcast | December 2020

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Emerging Markets

Fireside Chats: 2021 Outlook – Asia, a year for Suganomics, China’s growth, and good fortunes?

What will 2021 mean for Asia's outlook?

30 min podcast | December 2020

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Volatility

Fireside Chats: 2021 Outlook - Global FX Strategy, overcoming political hurdles.

What will 2021 mean for FX markets?

28 min podcast | December 2020

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Economics

Fireside Chats: ESG Insights – ESG’s star performance in 2020, its role in bank capital issuance, & what’s next?

After a record year of issuance, what's next for ESG?

37 min podcast | December 2020

Sustainability

Classification of Risks Is Key to Tackling Climate Change

Absence of clear standards makes analyzing the financial risk differential between green and brown assets challenging for financial institutions.

5 min read | December 2020

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Emerging Markets

Fireside Chats – Asia Insights: China’s Dual Circulation Strategy; clear aim, tricky implementation.

Is China becoming more self-sufficient?

3 min video | November 2020

Economics

Emerging markets’ quantitative easing amid rising investor discrimination

3 min read | November 2020

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Emerging Markets

Fireside Chats – Asia Insights: How do the Thai protests tie into the Thai economy?

How much of an impact are the recent protests having on the Thai Economy?

34 min video | November 2020

Economics

Asia under Bidenomics

10 min read | November 2020

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Volatility

Fireside Chats – FX Insights: USD and CNY, how are 2 sides of different coins dealing with recent volatility?

How are FX markets dealing with the recent volatility?

3 min podcast | November 2020

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Economics

Fireside Chats - The 2020 US Election: Initial results are in, but how's Joe biding his time?

Our US Economics team on what to make of the US election results.

31 min podcast | November 2020

Economics

The 2020 US Presidential Election - What to know?

With less than a week till Election Day, we've highlighted the key policies, swing states, probabilities, events and more to keep in mind.

3 min read | October 2020

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Economics

Fireside Chats – Euro Area Outlook: How is Europe riding the second wave of Covid-19?

Our European Economics team, discuss the key lessons to be learnt from new Covid-19 outbreaks.

3 min podcast | October 2020

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Emerging Markets

Fireside Chats – Emerging Markets FX Insights

Is Indonesian 'helicopter money' keeping their economy aflight?

26 min podcast | October 2020

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Volatility

Fireside Chats – Cross Asset Desk Strategy: A market focused on the upside

What's driving Global risk sentiment?

47 min podcast | October 2020

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Volatility

Fireside Chats – The world after Covid-19: Behaviour changes, and income inequality

In this episode of our Fireside Chats series, we are talking with Aichi Amemiya, our US Economist, on the world after Covid-19

3 min podcast | October 2020

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Economics

Fireside Chats – The 2020 US Election: Trump vs Biden, who will be ‘shut up’ for good?

We talk with Robert Dent, from our US economics team, on the outlook for the US after the first TV debate.

17 min podcast | October 2020

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Economics

Indonesia: Thoughts on emerging policy challenges and risks

In this webinar, we discuss recent major developments in Indonesia including lockdown measures re-imposed in Jakarta.

56 min video | September 2020

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Economics

Fireside Chats - Korea Outlook: What are structural shifts reshaping Korea's economy?

In this episode of our Fireside Chat series, we are looking into the outlook for Korea’s economy.

31 min podcast | September 2020

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Japan in focus

Fireside Chats – Japan Outlook: Abenomics without the Abe?

With a change in leadership after the resignation of Prime Minister Shinzo Abe, what's next for Japan?

17 min podcast | September 2020

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Volatility

Fireside Chats - The 2020 US Election: What would a Biden win mean for the dollar?

What would the 2020 US election mean for FX markets?

18 min podcast | September 2020

Central Banks

Is the ECB playing catch up with the Fed?

Will the European Central Bank follow in the Fed’s footsteps and implement average inflation targeting?

5 min read | September 2020

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Economics

Fireside Chats - The 2020 US Election: Economic Policy under a Biden Administration?

In this episode of our Fireside Chat series we are talking with Lewis Alexander our Chief US Economist on the 2020 US election.

32 min podcast | September 2020

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Economics

Fireside Chats - The World After Covid-19: Where do we go next?

Have Governments and Investors reached their limits?

21 min podcast | August 2020

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Economics

Fireside Chats - The EU recovery fund: The what, the why, the how?

In this episode of our Fireside Chat series Jordan talks with Marco Brancolini from our EUR rates desk strategy team on the EU recovery fund.

21 min podcast | July 2020

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Emerging Markets

Fireside Chats - Asia's Emerging Markets: The best of a bad bunch

The state of Asia's Emerging Markets and how they got there.

18 min podcast | July 2020

Volatility

FX Options: Embracing the Potential of Platforms

Regulatory requirements, clients’ drive for efficiency, and the experience of working from home during the COVID-19 pandemic are spurring a shift of FX option activity to platforms.

3 min read | June 2020

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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

Economics

US: Updating our Forecast as the Covid-19 Outbreak Matures

Different ways to think about the contraction and the long road to recovery

4 min read | 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

Technology

Asia Pacific technology: The bull phase to continue in 2020F

1 min read | January 2020

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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

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Central Banks

Brexit & FX Outlook 2020

Will this New Year mean a New Brexit?

2 min video | January 2020

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Economics

Euro Area Outlook 2020

What's in store for the Euro Area as we move into 2020?

2 min video | January 2020

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Economics

Nomura Investment Forum Tokyo featured article: Japan’s economy in 2020 Making the case for cautious optimism

1 min video | December 2019

Japan in focus

Quantum Computer Research of Nomura Asset Management

4 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

4 min read | November 2019

Central Banks

Risk of BOJ taking rates further into negative territory and investment strategies

5 min read | October 2019

Central Banks

Are the major central banks trapped?

2 min read | July 2019

Economics

Damocles update: Who is at risk?

3 min podcast | 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

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| February 2019

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Economics

Equity markets in 2019: soft power matters

2 min video | December 2018

Emerging Markets

Asia FX and rates outlook 2019

0 min video | December 2018

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Economics

China outlook 2019: after winter comes spring

4 min video | December 2018

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Economics

Asia in 2019: always darkest before the dawn

3 min video | December 2018

Economics

Oil price slump: A big EM differentiator

3 min read | November 2018

Japan in focus

How X-Elio completed Japan’s largest solar sale

How X-Elio completed Japan’s largest solar sale – and what it says about the sector’s evolution

4 min read | November 2018

Economics

In the hunt for yield where are the new sources of volatility?

1 min read | September 2018

Economics

Thailand: a fragile investment cycle

2 min read | September 2018

Central Banks

Damocles: our early warning indicator of exchange rate crises

3 min read | September 2018

Economics

Deciphering EM rate expectations

2 min read | August 2018

Economics

What are the five key drivers for Latin America FX in H2 2018?

1 min read | June 2018

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Economics

Global Emerging Markets Podcast Series

This podcast series highlights the potential for destabilization caused by a US bond market selloff, a global QE unwind, a China growth slowdown and a trade war

8 min podcast | May 2018

Economics

Brazil: What is currently priced in? (Presidential election edition)

2 min read | May 2018

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Economics

What is fuelling trade in global emerging markets?

2 min read | April 2018

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Economics

How is technology transforming global emerging markets?

Technology has transformed the global economy, and it’s giving emerging markets a competitive advantage.

1 min video | April 2018

Who would bear the brunt of increased US protectionism?

1 min read | April 2018

Economics

Time for the National Pension Service to escape “home bias”

2 min read | February 2018

Economics

Get ready for rising rates

Rising interest rates present challenges for both investors and corporates. However, there are a variety of cost-effective solutions available

6 min read | November 2017

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Economics

Highlights from Nomura Investment Forum Asia 2017

6 min video | August 2017

Economics

Are striving tiger cubs the next phase of flying geese?

11 min podcast | August 2017

Volatility

Deal-contingent hedging: a flexible way to mitigate risk

Many CFOs assume that risks relating to M&A transactions from unpredictable events (eg Brexit) are difficult to mitigate. But mitigating the risk is achievable.

3 min read | January 2017