Nomura – MacroBrew

In this episode of our Fireside Chats series we'll be talking with Euben Paracuelles our Economist for the ASEAN region and Craig Chan our Head of Global FX strategy for their thoughts on the state of the ASEAN economies and potential FX opportunities. We'll be asking them what the new Covid-19 Delta variant means for economic recovery, which countries in the ASEAN region stand out, and which currencies are likely to outperform.

In this episode of our Fireside Chats series we'll be talking with Ting Lu our Chief China economist and Craig Chan our Head of Global FX Strategy on their thoughts on China's outlook and what that means for trading CNH. I'll be asking them; if China is in the midst of a slowdown, how far could it go on for? What that means for policy action down the line? And how will FX markets react to that?

In this episode of our Fireside Chats series we'll be talking with Andy Chaytor from our Desk Strategy Team and George Buckley our Chief UK and Euro Area Economist on their thoughts on the UK's outlook, with the big easing of restrictions across the economy this week. We'll be discussing how, despite UK cases rising, we can remain optimistic. The likely impact of re-opening on growth and inflation outlooks, and what it means for the BoE and markets.

In this episode of our Fireside Chats series, we'll be talking with Robert Subbaraman our head of Global Macro Research and Rebecca Wang from the Asia Economics team on their new early warning system for financial crises coined Cassandra. This framework is currently highlighting six economies – including the US, Japan and Germany – that could be subject to a financial crisis in the next 12 quarters, listen in to see how it works and its other predictions.

In this episode of our Fireside Chats series we'll be talking with Rob Dent from the US Economics Team and Randall Ross the Head of US Public Policy and Government Affairs at Nomura for their thoughts on the ongoing US infrastructure debate in Congress. We'll be asking them what is the timeline for infrastructure spending, what figures we can expect to see, and what will the political scenario mean for growth, inflation and the Fed?

In this episode of our Fireside Chats series, we'll be talking with Yujiro Goto our Head of Japan FX Strategy on his thoughts for JPY. We'll be discussing his recent research piece which outlines 12 reasons for USD/JPY to improve. Looking at what Covid-19 meant for JPY's sensitivity to interest rate differentials, how JPY typically trades in the economic cycle and if this time is different, and finally what Global factors play a large part in the JPY call here?

In this episode of our Fireside Chats series, we'll be talking with Aichi Amemiya from our US Economics team & George Buckley our Chief Euro Area Economist, on their thoughts for US and Euro area inflation. We'll be asking them how high they expect inflation rise, when will it get there, & for how long? Next we discuss what it will mean if predictions on the transitory inflation view are wrong and higher rates are here to stay? And finally how will central banks likely respond to this inflation volatility?

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?

In this episode of our Fireside Chats series we'll be talking with Sonal Varma, our Chief Asia ex-Japan Economist, and Jeong Woo Park, from the Asia Economics team, on their thoughts regarding the Global semi-conductor chip shortage and impact to markets.

In this episode of our Fireside Chats series we'll be talking with Ting Lu, our Chief China Economist, and Albert Leung our Asia rates strategist, on their thoughts on the broader view of China and its outlook. We then look at why we expect the economic disparity between China's north and south to widen further and what this means for China's credit market if and when default risks rise down the line.