Nomura – MacroBrew

2023 Outlook: Tough Choices and Rolling with the Punches


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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. We discuss why the potential for a long recession awaits and how inflation might be more structural than we think, how Asia will possibly come out of 2023 leading the later recovery, and what black swans and grey rhinos keen readers should keep an eye on that could possibly upset the apple cart.

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Nomura – MacroBrewBy Nomura