Nomura – MacroBrew

In this episode of our Fireside Chats series we'll be talking with Dushyant Padmanabhan, Nomura's Asia Rates strategist in Singapore. We'll be talking about the curious case of Indonesian helicopter money, what are the key lessons that the G10 and other Emerging markets can learn from this? And finally discussing what Dushyant's views are on Asia rates overall too.

In this episode of our Fireside Chats series, we are talking Charlie McElligott Nomura's Cross Asset Desk Strategist from the Global Equity Derivatives desk in New York. We are looking at what's driving Global risk sentiment? How has the market positioned itself, and where are the potential weak spots for investors to look into? And finally what are the equities, rates and cross asset investment strategies that our Global Equity Derivatives desk are looking at?

In this episode of our Fireside Chats series, we are talking with Robert Dent, from our US Economics team, about the 2020 US presidential election. With the first TV debate finished, we look at who came out on top, and what does this outcome mean for the election? Next we look at what landmark events investors should watch out for in the final month of campaigning? And finally the bigger picture - what differences could we expect to see between a Biden or Trump led world?

In this episode of our Fireside Chats series, we are talking with George Buckley, our chief UK and Euro Area economist, alongside Andy Chaytor, one of our sales and trading desk strategists, discussing their UK outlook. They will be focusing on what rising COVID-19 trends and the potential lockdowns may mean for UK growth and inflation, and how this feeds into their Bank of England views and upcoming issuance needs. Finally looking at how investors should brace for the tensions in Brexit talks ahead.

In this episode of our Fireside Chats series, we are talking with Aichi Amemiya, our US Economist, on the world after Covid-19. Specifically, at what have we seen so far in 2020 in regards to the widening income inequality? Then looking at 5G adoption, ESG investing, and working from home - are these new behaviours here to stay? And finally at how governments and policy makers responding to these new changes?

In this episode of our Fireside Chat series, we are talking with Jeong Woo Park, our Korea economist, and Albert Leung, our North East Asia rates strategist, looking at the outlook for Korea's economy. First we look at the state of Korea's economy, and the Bank of Korea's role in combating Covid-19. Next we look at the structural forces investors should be watching out for. We finish by focusing on the collapse in Global yields following the Covid-19 crisis, and whether the Korean bond demand taken a hit?

In this episode of our Fireside Chat series we are talking with Takashi Miwa, our Chief Japan Economist, on the future of Japan without Prime Minister Shinzo Abe. Looking particularly at the state of Japan's growth and inflation, what his resignation means for Japan, and who is likely to take his place? And finally what does this all mean for the Bank of Japan and what are the potential risks ahead?

In this episode of our Fireside Chat series we are talking with Craig Chan our Global Head of FX Strategy on the 2020 US election. Looking at how a Biden administration could potentially lead to a weaker US Dollar? How a Trump, Biden or Democratic Senate, outcome could negatively impact markets? And what events could lead to a U-turn and allow the US Dollar to strengthen?

In this episode of our Fireside Chat series we are talking with Lewis Alexander our Chief US Economist on the 2020 US election. Looking at; what Joe Biden's slogan "Build back better" actually means in a nutshell for US economics? What will Joe Biden likely prioritise in terms of policy, & what will be the expected Congressional timeline? And finally, what are the potential executive actions for investors to watch, and what are the key role appointments to look out for further down the line.

In this episode of our Fireside Chat series we are talking with George Buckley our Chief UK and Euro Area Economist, on what the world will look like post Covid-19. Specifically looking into the state of government spending, what will this bazooka like fiscal and monetary stimulus meant for inflation, and should investors be concerned about moral hazard and credit risks ahead?