Economics | 3 min read | March 2024
Repackaged notes are increasing in popularity as insurance ... [Read more]
Economics | 4 min read | March 2024
Central Banks | 3 min read | March 2024
Our weekly updated overview highlights the key releases ... [Read more]
Economics | 2 min read | February 2024
Economics | 5 min read | February 2024
Economics | 3 min read | January 2024
Annual Outlook | 8 min read | January 2024
US growth momentum is slowing following the surprising ... [Read more]
Economics | 1 min read | January 2024
Our weekly update of the developments and key ... [Read more]
Annual Outlook | 4 min read | December 2023
We forecast a very benign recession in the ... [Read more]
Technology | 3 min read | December 2023
Economics | 4 min read | November 2023
Economics | 3 min read | October 2023
Economics | 7 min read | October 2023
We are cautious on the economic outlook and ... [Read more]
Economics | 4 min read | September 2023
We now expect the Euro Area and UK ... [Read more]
Volatility | 3 min read | September 2023
Europe’s efforts to build up natural gas stores ... [Read more]
Economics | 2 min read | August 2023
Economics | 3 min read | August 2023
Technology | 3 min read | August 2023
Economics | 4 min read | July 2023
Economics | 3 min read | June 2023
Economics | 5 min read | June 2023
Central Banks | 3 min read | May 2023
In this episode of our MacroBrew fireside podcast ... [Read more]
Central Banks | 26 min video | May 2023
Economics | 3 min read | May 2023
Economics | 2 min read | May 2023
Central Banks | 18 min video | April 2023
Central Banks | 47 min video | April 2023
Economics | 3 min read | April 2023
Economics | 2 min read | March 2023
Central Banks | 42 min video | March 2023
Economics | 3 min read | March 2023
Economics | 3 min read | February 2023
We raise our 2023 GDP growth projections slightly ... [Read more]
Central Banks | 28 min video | February 2023
Economics | 15 min video | February 2023
Economics | 3 min read | January 2023
We have a central forecast of a 15% ... [Read more]
Central Banks | 27 min video | January 2023
Economics | 8 min read | January 2023
Annual Outlook | 12 min read | January 2023
Annual Outlook | 4 min read | January 2023
Our forecasts remain among the most pessimistic for ... [Read more]
Central Banks | 33 min video | December 2022
Economics | 80 min video | December 2022
Economics | 5 min read | December 2022
Central Banks | 18 min video | December 2022
Annual Outlook | 3 min read | December 2022
Economics | 2 min read | November 2022
Our early warning model of EM exchange rate ... [Read more]
Economics | 30 min podcast | November 2022
With weak growth, higher interest rates, a stronger ... [Read more]
Central Banks | 31 min video | November 2022
Economics | 4 min read | October 2022
Economics | 6 min read | October 2022
We continue to expect an imminent recession and ... [Read more]
Central Banks | 27 min video | October 2022
Economics | 31 min podcast | September 2022
Economics | 60 min video | September 2022
Central Banks | 38 min video | September 2022
Central Banks | 26 min video | September 2022
Economics | 4 min read | September 2022
Central Banks | 26 min video | July 2022
Economics | 3 min read | July 2022
In addition to the US, we now expect ... [Read more]
Economics | 7 min read | June 2022
The Fed’s commitment to restoring price stability will ... [Read more]
Central Banks | 32 min video | June 2022
Economics | 3 min read | June 2022
Climate change is driving sharp increases in fossil ... [Read more]
Economics | 26 min video | May 2022
Central Banks | 28 min video | May 2022
Economics | 2 min read | April 2022
Economics | 60 min podcast | April 2022
Economics | 26 min video | April 2022
Economics | 5 min read | April 2022
Just as India was crawling its way out ... [Read more]
Central Banks | 26 min video | April 2022
Economics | 68 min podcast | March 2022
Central Banks | 32 min video | March 2022
Central Banks | 58 min podcast | February 2022
Central Banks | 32 min video | February 2022
Central Banks | 28 min video | February 2022
Economics | 27 min video | January 2022
Economics | 26 min video | January 2022
Central Banks | 28 min video | January 2022
Economics | 6 min read | January 2022
Central Banks | 30 min podcast | December 2021
Our strategists share their top FX and rates ... [Read more]
Economics | 60 min video | December 2021
Economics | 2 min read | December 2021
We are cautious on Asia’s economic outlook in ... [Read more]
Economics | 32 min podcast | December 2021
Economics | 3 min read | December 2021
Economics | 3 min read | November 2021
Four countries – Egypt, Romania, Turkey and Sri ... [Read more]
Central Banks | 28 min video | November 2021
Economics | 5 min read | November 2021
The endgame of Covid-19 leaves economists in a ... [Read more]
Central Banks | 28 min video | October 2021
Economics | 3 min read | October 2021
Declining popularity, elevated inflation and worsening intraparty disputes ... [Read more]
Economics | 5 min read | October 2021
To add to the UK’s energy challenges, the ... [Read more]
Economics | 2 min read | September 2021
We warn of ten economies that appear most ... [Read more]
Economics | 30 min podcast | August 2021
Is China approaching a slowdown? ... [Read more]
Central Banks | 2 min read | August 2021
The Indonesian government has introduced more stringent measures ... [Read more]
Emerging Markets | 3 min read | July 2021
Our TRIPTracker index indicates there's still a long ... [Read more]
Economics | 2 min read | June 2021
Cassandra is currently highlighting six economies – including ... [Read more]
Covid-19 has prompted hospitals across Asia to increase ... [Read more]
Economics | 3 min read | June 2021
William Dudley, former President and CEO of the ... [Read more]
Central Banks | 3 min read | June 2021
Most measures of inflation expectations remain at a ... [Read more]
Economics | 4 min read | June 2021
Taking stock and looking ahead ... [Read more]
Economics | 2 min read | May 2021
India’s second wave has resulted in a hit ... [Read more]
Economics | 4 min read | May 2021
The widening north/south divide could result in a ... [Read more]
Economics | 30 min podcast | May 2021
Economics | 34 min podcast | April 2021
The surge in Covid-19, and it's impact on ... [Read more]
Economics | 2 min read | April 2021
With factors such as a moderate 2020 stimulus ... [Read more]
Central Banks | 43 min podcast | March 2021
How will the upcoming BoJ and ECB meetings ... [Read more]
Economics | 31 min podcast | February 2021
What can we learn from Australia and New ... [Read more]
Central Banks | 27 min podcast | February 2021
With the return of fiscal activism, the baton ... [Read more]
Economics | 5 min read | January 2021
Vaccine rollout, pandemic support and infrastructure investment will ... [Read more]
Economics | 40 min podcast | January 2021
Will the vaccine rollout result in the comeback ... [Read more]
Economics | 3 min read | January 2021
A pillar of US President Joe Biden’s bid ... [Read more]
Central Banks | 17 min video | December 2020
Central Banks | 6 min read | December 2020
We are overall quite positive on the outlook ... [Read more]
Focused thinking | 39 min podcast | December 2020
Our Global outlook for 2021. ... [Read more]
Economics | 3 min read | December 2020
Growing recognition of the criticality of decarbonising the ... [Read more]
Central Banks | 3 min read | December 2020
Student-led protests have resumed in Thailand, demanding constitutional ... [Read more]
Volatility | 3 min read | November 2020
Will the UK be able to vaccinate itself ... [Read more]
Economics | 3 min read | November 2020
Analysis of the rapid growth in 20 EM ... [Read more]
Economics | 10 min read | November 2020
Following the recent US elections, we explore the ... [Read more]
Economics | 7 min read | November 2020
The global pandemic and increasing severity of climate ... [Read more]
Economics | 31 min podcast | November 2020
Our US Economics team on what to make ... [Read more]
Economics | 2 min read | November 2020
Companies overcoming cash flow issues caused by the ... [Read more]
Economics | 3 min read | October 2020
With less than a week till Election Day ... [Read more]
Economics | 3 min podcast | October 2020
Our European Economics team, discuss the key lessons ... [Read more]
Economics | 56 min video | September 2020
Economics | 4 min read | September 2020
If Biden wins in November, he is likely ... [Read more]
Economics | 3 min read | September 2020
Since lockdowns began to be lifted different sectors ... [Read more]
Economics | 32 min podcast | September 2020
In this episode of our Fireside Chat series ... [Read more]
Economics | 3 min read | August 2020
The tide of deglobalization is reshoring and gathering ... [Read more]
Economics | 2 min read | August 2020
Nomura forecasts real growth outpacing potential growth during ... [Read more]
Central Banks | 29 min video | August 2020
Economics | 34 min podcast | August 2020
Will Climate Change, food security and social life ... [Read more]
What are the Global implications of diversifying from ... [Read more]
Geopolitics | 2 min read | August 2020
For economies to stay afloat, historic amounts of ... [Read more]
Economics | 21 min podcast | July 2020
Economics | 2 min read | July 2020
The Chinese economy is still a long way ... [Read more]
Economics | 28 min podcast | June 2020
In our latest Fireside Chat episode we discuss ... [Read more]
Economics | 3 min read | June 2020
During our virtual Nomura Investment Forum Asia conference ... [Read more]
Economics | 2 min read | June 2020
We develop a visual tool to assess the ... [Read more]
Economics | 4 min read | May 2020
Volatility | 9 min podcast | May 2020
Craig Chan our Global Head of FX Strategy ... [Read more]
Economics | 3 min read | April 2020
Economics | 1 min read | April 2020
Damocles is based on a noise-to-signals approach in ... [Read more]
Economics | 24 min podcast | April 2020
In this episode of our Fireside podcast series ... [Read more]
Economics | 19 min podcast | April 2020
Our Chief Euro Area Economist George Buckley and ... [Read more]
Our weekly update on the global economic impact ... [Read more]
Central Banks | 3 min read | March 2020
Japan's senior society facing severe economic cycle ... [Read more]
Economics | 4 min read | February 2020
Attention is focusing on the global IT cycle ... [Read more]
Central Banks | 3 min read | February 2020
Extending a long expansion ... [Read more]
Economics | 5 min video | January 2020
Central Banks | 2 min read | January 2020
New year, new decade, new risks? ... [Read more]
Central Banks | 17 min video | January 2020
Central Banks | 1 min read | January 2020
How will the UK fair amongst some Brexit ... [Read more]
Central Banks | 2 min video | January 2020
Economics | 2 min video | January 2020
Economics | 5 min video | December 2019
Economics | 1 min video | December 2019
Economics | 3 min read | November 2019
Among its struggling European peers, how has France ... [Read more]
Central Banks | 2 min video | November 2019
Central Banks | 2 min video | October 2019
Central Banks | 5 min read | October 2019
Expectations are growing that the BOJ will decide ... [Read more]
Economics | 2 min read | September 2019
We have been downbeat on the global economic ... [Read more]
Central Banks | 3 min video | July 2019
Central Banks | 2 min read | July 2019
The policy reaction function of many of the ... [Read more]
Economics | 3 min podcast | July 2019
Economics | 2 min read | June 2019
The ongoing and escalating US-China trade friction is ... [Read more]
Central Banks | 5 min read | June 2019
The downward pressure on the renminbi since last ... [Read more]
Economics | 5 min read | June 2019
Central Banks | 4 min read | June 2019
The biggest risk currently facing the global economy ... [Read more]
Central Banks | 1 min read | June 2019
Economics | 2 min read | May 2019
We found that a sustained rise in oil ... [Read more]
Economics | 2 min read | April 2019
While Beijing’s policymakers are trying to boost growth ... [Read more]
Central Banks | 2 min video | April 2019
Economics | 2 min video | March 2019
Economics | 13 min podcast | March 2019
On March 8, 2019, some of our top ... [Read more]
Economics | 2 min read | March 2019
Is good economics also good politics? It could ... [Read more]
Central Banks | 1 min read | January 2019
Many are wondering whether Australia’s luck is running ... [Read more]
Economics | 2 min video | December 2018
Central Banks | 1 min video | December 2018
Economics | 3 min video | December 2018
Economics | 7 min video | November 2018
Economics | 2 min read | March 2018
M2 growth has fallen sharply in China since ... [Read more]
Economics | 2 min read | February 2018
The National Pension Service (NPS) is Korea’s social ... [Read more]
Economics | 1 min read | December 2017
A forecast of Asia’s sweet spot of solid ... [Read more]
Economics | 5 min video | December 2017
Economics | 6 min video | August 2017
Economics | 3 min read | August 2017
In their recent ‘Asia Special Report’, our economists ... [Read more]
Economics | 11 min podcast | August 2017
Our Asia economists present their scorecard of 2 ... [Read more]