Focused Thinking
From hard policies to trade routes, the causes and effects of volatility are connected across the planet. To recognise the opportunities and risks, know how to pick the triggers to watch from the grey swans.
Economics
With the ECB far from done on raising interest rates and government debt levels higher than they were before the last sovereign debt crisis, this is an issue at the forefront of many investors’ and no doubt central bankers’ minds.
3 min read | March 2023
Economics
Nomura’s Hans-Peter Schoech, Head of Structured Rates Trading EMEA, and Ali Khan Head of Rates Options Trading, EMEA and North America explain how the uncertain macro environment has created interesting opportunities for convexity hedging.
3 min read | February 2023
Central Banks
In this episode, we discuss European growth and the ECB policy outlook.
27 min video | January 2023
Central Banks
In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook.
33 min video | December 2022
Central Banks
In this episode, we discuss this week's ECB and BOE meetings, and their views against a growth and inflation backdrop.
18 min video | December 2022
Central Banks
In this episode, we explore what the weak CPI number means for the Fed, markets, and a recap on the midterms elections
31 min video | November 2022
Central Banks
In this episode, we explore the recent moves in US markets, the softer US data and their Fed call.
27 min video | October 2022
Central Banks
In this episode, we explore the impact of UK energy and fiscal policy on markets amidst global growth concerns.
38 min video | September 2022
Central Banks
Our European Economics team discuss what the hawkish turn from the European Central Bank means for the Euro Area and risks around the outlook.
26 min video | September 2022
Emerging Markets
The Russian invasion of Ukraine could provide the 'jolt' that gives renewables the scale needed to deliver the EU’s climate policies
2 min read | May 2022
Economics
Our Japan Macro and FX strategy team share their thoughts for Japanese markets in the year ahead
26 min video | January 2022
Central Banks
Our strategists share their top FX and rates views in 2022
30 min podcast | December 2021
Volatility
Inflation expected to go higher in the near future, but will it last?
28 min podcast | October 2021
Central Banks
The latest surge in energy prices and what it means for inflation?
26 min podcast | October 2021