Nomura – MacroBrew

In this episode of our Fireside Chats series we'll be talking with Craig Chan our Head of Global FX strategy, Albert Leung from Rates Strategy and James Burton from EEMEA FX Strategy on their top FX and rates views in 2022.

In this episode of our Fireside Chats series we'll be talking with Euben Paracuelles and Craig Chan on their latest piece highlighting via a proprietary TRIPTracker tool and why tourism in ASEAN is likely to disappoint ahead.

In this episode of our Fireside Chats series we'll be talking with economists Rob Subbaraman, Sonal Varma and Aichi Amemiya on their latest big picture piece titled – the COVID-19 endgame. We'll be asking them, what is the endgame for COVID-19's impact on markets? Will we see permanently higher levels of unemployment, and will higher inflation be less transitory than expected?

In this episode of our Fireside Chats series we'll be talking with Jeong Woo Park from the Asia Economics team, Craig Chan from FX Strategy, and Albert Leung from Rates Strategy on their thoughts on Korea – namely the rising risks of Japanification. We'll be asking them, what is Japanification and, what are the risks facing Korea? Is the Bank of Korea likely to raise rates now, but then ease them later on and, how rates markets will react? And finally, what this will mean for the Korean Won and FX markets.

In this episode of our Fireside Chats series we'll be talking with Aichi Amemiya and Robert Dent from our US Economics team on their thoughts on the US outlook. We'll be asking them both, are we still under estimating the chance of higher inflation, could the Fed could surprise us with a hike next year, and what we should watch out for with the politics ahead.

In this episode of our Fireside Chats series, we'll be talking with our chief UK and Euro Area Economist George Buckley and our European Economist Chiara Zangarelli on their thoughts on this latest surge in energy prices and what it means for inflation. We'll be asking them, how does the rise in energy trickle into European inflation, how much of a factor will energy play in central bank decisions, and finally what does it mean for markets?

In this episode of our Fireside Chats series, we'll be talking with Sonal Varma the chief economist for the APAC region and David Wong the Co-head of APAC technology research on their thoughts on the tech cycle and what this means for Asia. We'll be asking them both, will the current performance of technology stocks continue, what will be the next phase of technology growth, and what are the Economic and Policy implications to keep in mind?

In this episode of our Fireside Chats series we'll be talking with our Macro Strategist in Japan, Naka Matsuzawa, for his thoughts on Japan's markets leading into the elections. We'll be asking him, what is he watching out for in the upcoming Japanese elections, how will different markets price this in, and what else he'll be watching out for in the Japan Macro space.

In this episode of our Fireside Chats series we'll be talking with Ting Lu, our Chief China Economist, on his thoughts on China's property market curbs – or in his words China's Volcker moment – and what this means for the outlook. We'll be asking Ting, how important is the property sector in China, what China's Volcker moment may mean for the Economy ahead, and why this time is different?

In this episode of our Fireside Chats series we'll be talking with Andrew Ticehurst our Australia economist and AUD rates strategist for his thoughts on the state of COVID-19 and what it means for markets in the Antipodes region. First, we will discuss how bad the situation is on the ground and how we got here. Then, we look at how the impact on the economy compares to previous lockdowns. And finally, what that means for AUD and NZD markets ahead.