Nomura – MacroBrew

In this podcast, we speak with our US Economists about the recent moves in US markets including exploring the question of how will the Fed be thinking about financial stability and global spill overs in a high-inflation environment. We also take a look at the key criteria for the Fed to slow the pace of hikes, and how markets should be weighing incoming data.

In this episode, we'll be talking with George Buckley from the European Economics team and Andy Chaytor from desk strategy on what they expect for the upcoming BOE meeting and the impact of UK energy policy on markets.

In this episode, we'll be talking to George Buckley and Andrzej Szczepaniak from the European Economics team on what the hawkish turn from the European Central Bank means for the Euro Area. We discuss the direction of growth and inflation in the Euro Area and how the ECB could keep up the pressure on rates despite the growth story. Lastly, we discuss the risks around the outlook.

In this episode of our Fireside Chats series we'll be talking with Rob Subbaraman and Sonal Varma from the Asia Economics team on what a US recession means for Asia and why EM is skating on thin ice. We'll discuss which countries in Asia are most exposed to Global recession risks and what the combination of high inflation but lower Global growth means for policy makers. Lastly, we discuss the risks around the outlook.

In this episode of our Fireside Chats series we'll be talking with Takashi Miwa the Chief Economist for Japan and Naka Matsuzawa from the Global Macro strategy team. We'll discuss how Global recession risks and sky-high energy prices impact Japan, the arguments in favour of abandoning the BOJ's yield curve control and why for now the BOJ is likely to stick with it.

In this episode of our Fireside Chats series we'll be talking with Rob Dent from the US Economics team and Charlie McElligott from the desk strategy team on their views around US recession risks, policy reactions, and the impact on markets.

In this episode of our Fireside Chats series we'll be talking with Rob Subbaraman and Sonal Varma from the Global Economics team on the state of Asia's underlying inflation and what it means for the Macro outlook.

In this episode of our Fireside Chats series we'll be talking with Euben Paracuelles and Craig Chan on the state of ASEAN border reopenings.

In this episode of our Fireside Chats series we'll be talking to George Buckley, Chief UK and Euro Area Economist, and Marco Brancolini, EGB desk strategist, about the upcoming French presidential election with the first round this upcoming weekend.