Nomura – MacroBrew

In the latest episode of our Fireside chat series, we talk with Rob Subbaraman, our Head of Global Macro Research, diving into what the world will look like post COVID-19. Specifically at the impact on Climate change, and how this crisis has helped forward global momentum to combat it. How disruptions in supply and demand will impact food security. What are the key differences we are likely to see day to day, and what will become the new normal.

In this episode of our Fireside Chat series Jordan talks with Marco Brancolini from our EUR rates desk strategy team on the EU recovery fund. Looking into what it is, and what we should be expecting from EU policy makers, why it's a big deal, why will fiscal solidarity play a key role in the Europe project, how this lines up with expectations for the upcoming EU summits, and finally looking at how the desk expect EGB's to trade this year.

In this episode of our Fireside Chat series Jordan talks to Rob Subbaraman, our Head of Global Macro Research, taking a deep look into Asia's Emerging Markets, and why they stand out as an outlier among the others. Looking particularly at which specific Asian countries have performed well, their individual strengths, and what Emerging Markets offer in relation to other asset classes.

In our latest Fireside Chat episode our Chief US Economist discusses what the impact of the 2020 US Presidential election will have on our market outlook.

In this episode of our Fireside Chat series Jordan talks to Rob Subbaraman, our Head of Global Macro Research, who discusses his views on an outlook to Global growth. Looking in detail at the spread of unconventional monetary policies that economies are using to combat COVID19. Finally touching on how with the use of a new visual tool that uses mobility data to track which countries who are at risk of a second wave of COVID19.

In this week's episode Jordan Rochester is talking to Euben Paracuelles, our chief economist for ASEAN, to discuss how some Asia EMs are coping with the impact of the COVID-19 pandemic and in particular how they are dealing with the trade-off between saving lives vs saving livelihoods in the context the very large size of vulnerable segments of society in these countries.

Two countries which have performed and responded relatively well against COVID19 are down in the Antipodes, namely Australia and New Zealand. Jordan Rochester discusses with our Rates Strategist for the region Andrew Ticehurst how they have achieved this, and what their next steps for their economy could be.

To listen to more from Nomura Podcasts check out www.nomuraconnects.com/podcasts

Craig Chan our Global Head of FX Strategy discusses what his thoughts are for the upcoming US Treasury FX report.

Jordan Rochester and our Chief US Economist Lewis Alexander discuss how the FED intends on combating COVID19 and what risks and limits they face.

In this episode of our Fireside podcast series Jordan Rochester and our Chief China Economist Ting Lu discuss the outlook for China and how they plan to reset their economy.