Nomura – MacroBrew

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


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In this episode of our Fireside Chats series, we'll be talking with Yunosuke Ikeda our head of Japan Macro strategy, and Yujiro Goto our head of Japan FX strategy about the impact of this recent wave of Covid-19 infections. We'll discuss what effect the latest Covid-19 restrictions will have on growth and corporate profits, how that feeds through to fiscal and monetary policy, and how they expect markets to react?

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Nomura – MacroBrewBy Nomura