Nomura – MacroBrew

In this episode of our Fireside Chats series we'll be talking with Takashi Miwa from our Japan Economics team along with Yujiro Goto and Yusuke Miyairi on the recent JPY weakness and what we can expect ahead from policy makers.

In this episode of our Fireside Chats series we'll be talking with economists Robert Dent and George Buckley on what Global economic impact we can expect from the Russia-Ukraine crisis. We start with the impact on growth and inflation. Next, we discuss how policy makers could react and current expectations. Finally, we discuss the factors outside of the crisis and some thoughts on FX.

In this episode of our Fireside Chats series we'll be talking with US economists Robert Dent and Aichi Amemiya on their thoughts for US growth, inflation and the big call on the Fed meeting. We start with the outlook for growth and inflation. Next, we discuss what policy levers are expected to be pulled and how quickly and how hard will the Fed go. Finally, we discuss the risks to the view with rising oil prices and tensions in Ukraine and Russia.

In this episode of our Fireside Chats series we'll be talking with Ting Lu, our Chief China Economist, for his thoughts around the costs and benefits of China's Zero COVID-19 policy. We discuss the impact of the current policy, potential for changes ahead, and what's next for China's macoenvironment.

In this episode of our Fireside Chats series we'll be talking with economists we'll be talking with George Buckley and Andrew Ticehurst from the Economics team but also Andy Chaytor from desk strategy on their thoughts for the ECB, the BOE, the RBA and rates markets.

In this episode of our Fireside Chats series we'll be talking with economists we'll be talking with Ting Lu and George Buckley from the Economics team for their thoughts on the potential for lower GDP growth after COVID and the risk of bankruptcies in the team's COVID-19 endgame report.

In this episode of our Fireside Chats series we'll be talking with Yujiro Goto from the Japan Macro and FX strategy team on their thoughts for Japanese markets in the year ahead. We'll discuss the outlook for Japan equities, rates and FX, what happens if we see the grey swan of higher inflation in Japan, and other key flows and external being tracked.

In this episode of our Fireside Chats series we'll be talking with Andrew Ticehurst from Economics and Jim McCafferty our Joint Head of APAC Equity Research on the COVID endgame and why despite policy makers good intentions it could lead to even greater inequality.

In this special episode of our Fireside Chats series we'll be talking with Sonal Varma, Ting Lu and Euben Paracuelles on their 2022 economic outlook for the Asia ex Japan Economies titled – "As the tide turns". We'll discuss their views on the growth outlook for AEJ economies in 2022, the impact of Fed raising rates from March 2022 on AEJ central banks and India in particular. We'll also discuss any out-of-consensus or high conviction views for the region.

In this special episode of our Fireside Chats series we'll be talking with Rob Subbaraman, George Buckley and Robert Dent from the Global Macroeconomics team on their economic outlook for the Global, European and US economies in 2022. We'll discuss their views on growth next year? Also, as inflation reaches new highs, is the only way up or down? Lastly, what potential crises or surprises may we see next year?