Nomura – MacroBrew

In this episode of our Fireside Chats series we'll be talking with Sonal Varma our Chief India and Asia ex-Japan Economist, and Aurodeep Nandi our India Economist on their thoughts on India's outlook with the recent surge of new Covid-19 cases, and subsequent restrictions. We then discuss what we expect for growth, inflation and policy this year. And finally, where are the potential risks for investors investing in India ahead.

In this episode Fireside Chats series we'll be talking with Lewis Alexander and Robert Dent, from our US Economics team, on their thoughts on the US fiscal outlook. As well as how that feeds into their expectations for growth, inflation and, the Fed. We'll discuss how much fiscal support is still to come from the US government? What will it will mean for inflation, growth and politics? Finally looking at how should this all feed into the Fed and rates pricing.

In this episode of our Fireside Chats series we'll be talking with Euben Paracuelles our Chief ASEAN Economist and Wee Choon Teo our Asia FX strategist, on their thoughts for Indonesia and brief look over the rest of the ASEAN region. We'll be asking them on why interest in Indonesia and the macro community is picking up, how this compares to the rest of the ASEAN economies, and why Indonesia is perhaps the most sensitive to higher US yields and how investors should position on it.

In this episode of our Fireside Chats series we'll be talking with Rob Subbaraman our Head of Global Macro Research and Rebecca Wang from the Asia Economics team, on their thoughts around the risk of future Emerging Markets exchange rate crises using their Damocles Framework. We'll be discussing how does their early warning indicator of exchange rate crisis works, what currencies and countries in particular stand out, and how to potentially trade it.

In this episode of our Fireside Chats series we'll be talking with Craig Chan our Head of Global FX Strategy, and Albert Leung our Asia Rates strategist, on their thoughts on RMB and China this year and beyond. We'll be discussing what the dual circulation strategy means for RMB, the plans for internationalization of the RMB and how does this all fit into our outlook for flows in FX and rates markets.

In this episode of our Fireside Chats Series, we'll be talking with Takashi Miwa and George Buckley our chief Japan and Euro area economists, on his their thoughts for the upcoming strategy reviews of the BOJ and ECB this year.

In this episode of our Fireside Chats Series we'll be talking with Andrew Ticehurst, our Australia Economist and Rates Strategist, on his thoughts for trading Australia this year. We'll be asking Andrew what's the latest on Australia and New Zealand's growth outlook for 2021 and beyond. How does this feed through to Central Bank pricing, rates and FX markets. And finally, why political risks might be a focus for markets later this year.

In this episode of our Fireside Chats series we'll be talking with George Buckley our Chief UK & Euro Area economist, on his thoughts for the UK's recovery this year. We discuss where the UK is with Covid-19 vaccine rollout, and the impact of Brexit so far this year. Then we examine what this means for growth and the inflation. Finally, we cover what could be in store in the March budget and whether the BoE cut rates soon.

In this episode of our Fireside Chats series we're talking with Rob Subbaraman, & Sonal Varma, from our Asia Economics team, on why Asia should be the outperforming region in 2021. We discuss why Asian economies are set to stand out given the potential for vaccine deployment and re-opening of the Global economy. What it means for inflation, policy rates and potential areas traders will be focused on. Finally, what are the key risks to their outlook, and are there other background structural trends to watch.

In this episode of our Fireside Chats series we are talking with Lewis Alexander and Robert Dent, from our US Economics team, on what to expect from the US in 2021. We discuss the current state of discourse in US politics, and what it will mean for policy making. Next we look at the fiscal and non-legislative policy we should expect in 2021, and finally we finish up on the risks to the Fed's policy making this year, and if quantitative easing will come to an end?