91 episodes

Deep-dive conversations with Nomura’s key researchers, industry experts, investors, and economists conversing on the latest global macroeconomic trends that will impact financial markets.

Nomura – MacroBrew Nomura

    • Business
    • 5.0 • 1 Rating

Deep-dive conversations with Nomura’s key researchers, industry experts, investors, and economists conversing on the latest global macroeconomic trends that will impact financial markets.

    MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure?

    MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure?

    In this episode of our MacroBrew fireside podcast series, we talk with George Moran from the European Economics team about Norway and Sweden with their currencies trading near multi-year lows. We discuss whether the macroeconomic outlook justifies the currency weakness, and how will the Riksbank and Norges bank respond.

    • 29 min
    MacroBrew - Thailand: Who Will Form The Next Government?

    MacroBrew - Thailand: Who Will Form The Next Government?

    In this MacroBrew fireside, we talk with Charnon Boonnuch from the Asia Economics team about Thailand after its recent election results. We discuss how much of a surprise the Thai election result was for markets, whether there will be a meaningful impact on economic policy and what this all means for the Bank of Thailand. 

    • 29 min
    MacroBrew - The ECB and BoE: Fighting for The Last Hike

    MacroBrew - The ECB and BoE: Fighting for The Last Hike

    In this MacroBrew fireside, we talk with George Buckley and Andrzej Szczepaniak from the European Economics team about the ECB and BoE views. We discuss whether the ECB will really defy market pricing and look to raise rates above 4% this year, and what risks we should watch out for in Europe in 2023.

    • 19 min
    MacroBrew - US Debt Limit: Is It Worse Than 2011?

    MacroBrew - US Debt Limit: Is It Worse Than 2011?

    In this MacroBrew episode, we discuss the US debt limit with Craig Chan from the FX Strategy team, Aichi Amemiya from the US Economics team and Samira Fazili from the Public Policy and Government Affairs team. We also explore political risks and the impact of the debt limit on FX and rates markets.

    • 48 min
    Fireside Chats - US: Is the Strong Data a Macro Game Changer or a Fade?

    Fireside Chats - US: Is the Strong Data a Macro Game Changer or a Fade?

    In our latest Fireside Chats podcast, we speak with Charlie McElligott, Managing Director - Cross Asset Strategy, to ask him if the strong US data is a macro game changer. We discuss whether the latest data surprises will impact the US outlook, how far the rates re-pricing can go and where the next market narrative could fall.

    • 45 min
    Fireside Chats - How Fast Has China's Reopening Been So Far?

    Fireside Chats - How Fast Has China's Reopening Been So Far?

    In this podcast, we talk with Ting Lu, our Chief China Economist from the Asia economics team to ask him if China’s reopening is running full steam ahead. We discuss how much of a growth and inflation bounce back we can expect from China’s reopening, the impact of government policy, the potential for a credit growth rebound, and what this means for the PBOC.

    • 30 min

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