PODCAST · business
Nomura – MacroBrew
by Nomura
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.
Episodes
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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...
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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...
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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...
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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.
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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…
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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...
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Fireside Chats - Will the ECB be the Last Major Central Bank Hiking?
In this episode of Fireside Chats, we talk with George Buckley and Andrzej Szczepaniak from the European Economics team to discuss if the ECB will be the last major central bank hiking in this cycle and their ECB policy outlook with consideration to the latest growth, inflation and labour markets...
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2023 Outlook: Tough Choices and Rolling with the Punches
In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook. We discuss why the potential for a long recession awaits and how inflation might be more structural than we think…
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Fireside Chats - The Big ECB and BOE Week
In this episode of Fireside Chats, we talk with George Buckley and Andrzej Szczepaniak from the European Economics team on how hot inflation will be going into the new year to keep the ECB and BOE hiking for longer, what decisions the ECB and BOE will make this week and the key risks heading into...
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Fireside Chats – US: Soft CPI, Fed Implications and Politics
In this episode of Fireside Chats, we speak with our US Economists about Rob Dent and Aichi Amemiya on what the weak CPI number means for the Fed, markets and of course a recap on the midterms too. We also discuss the potential path of CPI and how results from the midterms could impact markets...
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Fireside Chats – What Sways The Fed?
In this podcast, we speak with our US Economists about the recent moves in US markets including exploring the question of how will the Fed be thinking about financial stability and global spill overs in a high-inflation environment. We also take a look at the key criteria for the Fed to slow the...
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Fireside Chats - Hawkish BOE and UK Fiscal Policy to the Rescue?
In this episode, we'll be talking with George Buckley from the European Economics team and Andy Chaytor from desk strategy on what they expect for the upcoming BOE meeting and the impact of UK energy policy on markets.
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Fireside Chats - A Much More Hawkish ECB, Where Will It End?
In this episode, we'll be talking to George Buckley and Andrzej Szczepaniak from the European Economics team on what the hawkish turn from the European Central Bank means for the Euro Area. We discuss the direction of growth and inflation in the Euro Area and how the ECB could keep up the…
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Fireside Chats - Asia Insights: What a US recession means for Asia
In this episode of our Fireside Chats series we'll be talking with Rob Subbaraman and Sonal Varma from the Asia Economics team on what a US recession means for Asia and why EM is skating on thin ice. We'll discuss which countries in Asia are most exposed to Global recession risks and what the...
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Fireside Chats - Japan: Will the BOJ Give Up on Yield Curve Control?
In this episode of our Fireside Chats series we'll be talking with Takashi Miwa the Chief Economist for Japan and Naka Matsuzawa from the Global Macro strategy team. We'll discuss how Global recession risks and sky-high energy prices impact Japan, the arguments in favour of abandoning the BOJ's...
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Fireside Chats - US Recession Risks
In this episode of our Fireside Chats series we'll be talking with Rob Dent from the US Economics team and Charlie McElligott from the desk strategy team on their views around US recession risks, policy reactions, and the impact on markets.
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Fireside Chats - Asia Insights: Taking the Temperature of Asia's Underlying Inflation
In this episode of our Fireside Chats series we'll be talking with Rob Subbaraman and Sonal Varma from the Global Economics team on the state of Asia's underlying inflation and what it means for the Macro outlook.
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Fireside Chats - The ECB & BOE - Earlier and Faster Hikes?
In this episode of our Fireside Chats series we'll be talking with George Buckley from the European Economics team and Andy Chaytor from desk strategy on the materially new hawkishness from the ECB and the hot and cold approach of the Bank of England to monetary policy.
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Fireside Chats - Asia Insights: ASEAN Border Reopenings
In this episode of our Fireside Chats series we'll be talking with Euben Paracuelles and Craig Chan on the state of ASEAN border reopenings.
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Fireside Chats - French Elections: Could Le Pen Win?
In this episode of our Fireside Chats series we'll be talking to George Buckley, Chief UK and Euro Area Economist, and Marco Brancolini, EGB desk strategist, about the upcoming French presidential election with the first round this upcoming weekend.
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Fireside Chats - JPY Depreciation and the Possible Policy Risks
In this episode of our Fireside Chats series we'll be talking with Takashi Miwa from our Japan Economics team along with Yujiro Goto and Yusuke Miyairi on the recent JPY weakness and what we can expect ahead from policy makers.
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Fireside Chats - Russia-Ukraine Crisis: Impact to US and European Economies
In this episode of our Fireside Chats series we'll be talking with economists Robert Dent and George Buckley on what Global economic impact we can expect from the Russia-Ukraine crisis. We start with the impact on growth and inflation. Next, we discuss how policy makers could react and current...
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Fireside Chats - US Growth, Inflation, and The Fed Call
In this episode of our Fireside Chats series we'll be talking with US economists Robert Dent and Aichi Amemiya on their thoughts for US growth, inflation and the big call on the Fed meeting. We start with the outlook for growth and inflation. Next, we discuss what policy levers are expected to be...
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Fireside Chats - China's Zero COVID-19 Policy
In this episode of our Fireside Chats series we'll be talking with Ting Lu, our Chief China Economist, for his thoughts around the costs and benefits of China's Zero COVID-19 policy. We discuss the impact of the current policy, potential for changes ahead, and what's next for China's...
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Fireside Chats - The ECB, BOE, and RBA - Hikes ahead
In this episode of our Fireside Chats series we'll be talking with economists we'll be talking with George Buckley and Andrew Ticehurst from the Economics team but also Andy Chaytor from desk strategy on their thoughts for the ECB, the BOE, the RBA and rates markets.
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Fireside Chats - The Covid-19 Endgame Part III: Global GDP Growth
In this episode of our Fireside Chats series we'll be talking with economists we'll be talking with Ting Lu and George Buckley from the Economics team for their thoughts on the potential for lower GDP growth after COVID and the risk of bankruptcies in the team's COVID-19 endgame report.
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Japanese Macroeconomic Outlook and Market Strategies for 2022
In this episode of our Fireside Chats series we'll be talking with Yujiro Goto from the Japan Macro and FX strategy team on their thoughts for Japanese markets in the year ahead. We'll discuss the outlook for Japan equities, rates and FX, what happens if we see the grey swan of higher inflation…
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Fireside Chats – The Covid-19 Endgame Part II: Inequality
In this episode of our Fireside Chats series we'll be talking with Andrew Ticehurst from Economics and Jim McCafferty our Joint Head of APAC Equity Research on the COVID endgame and why despite policy makers good intentions it could lead to even greater inequality.
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2022 Asia ex-Japan Economic Outlook: As the Tide Turns
In this special episode of our Fireside Chats series we'll be talking with Sonal Varma, Ting Lu and Euben Paracuelles on their 2022 economic outlook for the Asia ex Japan Economies titled – "As the tide turns". We'll discuss their views on the growth outlook for AEJ economies in 2022, the impact…
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Fireside Chats - 2022 Outlook: The heat is on... for now
In this special episode of our Fireside Chats series we'll be talking with Rob Subbaraman, George Buckley and Robert Dent from the Global Macroeconomics team on their economic outlook for the Global, European and US economies in 2022. We'll discuss their views on growth next year? Also, as...
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Fireside Chats – Top FX and Rates Views in 2022
In this episode of our Fireside Chats series we'll be talking with Craig Chan our Head of Global FX strategy, Albert Leung from Rates Strategy and James Burton from EEMEA FX Strategy on their top FX and rates views in 2022.
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Fireside Chats – Asia Insights: Could Tourism in ASEAN Disappoint?
In this episode of our Fireside Chats series we'll be talking with Euben Paracuelles and Craig Chan on their latest piece highlighting via a proprietary TRIPTracker tool and why tourism in ASEAN is likely to disappoint ahead.
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Fireside Chats - The Covid-19 Endgame
In this episode of our Fireside Chats series we'll be talking with economists Rob Subbaraman, Sonal Varma and Aichi Amemiya on their latest big picture piece titled – the COVID-19 endgame. We'll be asking them, what is the endgame for COVID-19's impact on markets? Will we see permanently higher...
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Fireside Chats – Asia Insights: Is Korea under threat of Japanification again?
In this episode of our Fireside Chats series we'll be talking with Jeong Woo Park from the Asia Economics team, Craig Chan from FX Strategy, and Albert Leung from Rates Strategy on their thoughts on Korea – namely the rising risks of Japanification. We'll be asking them, what is Japanification…
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Fireside Chats - US Insights: Higher Inflation Ahead
In this episode of our Fireside Chats series we'll be talking with Aichi Amemiya and Robert Dent from our US Economics team on their thoughts on the US outlook. We'll be asking them both, are we still under estimating the chance of higher inflation, could the Fed could surprise us with a hike…
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Fireside Chats – Europe Insights: Does the energy crisis mean higher inflation ahead?
In this episode of our Fireside Chats series, we'll be talking with our chief UK and Euro Area Economist George Buckley and our European Economist Chiara Zangarelli on their thoughts on this latest surge in energy prices and what it means for inflation. We'll be asking them, how does the rise in...
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Fireside Chats – APAC Tech Strategy: Growth opportunities in a post Covid-19 world
In this episode of our Fireside Chats series, we'll be talking with Sonal Varma the chief economist for the APAC region and David Wong the Co-head of APAC technology research on their thoughts on the tech cycle and what this means for Asia. We'll be asking them both, will the current performance…
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Fireside Chats – Japan Insights: Abenomics to Suganomics to…?
In this episode of our Fireside Chats series we'll be talking with our Macro Strategist in Japan, Naka Matsuzawa, for his thoughts on Japan's markets leading into the elections. We'll be asking him, what is he watching out for in the upcoming Japanese elections, how will different markets price...
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Fireside Chats – China Insights: Beijing's Volcker moment
In this episode of our Fireside Chats series we'll be talking with Ting Lu, our Chief China Economist, on his thoughts on China's property market curbs – or in his words China's Volcker moment – and what this means for the outlook. We'll be asking Ting, how important is the property sector in...
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Fireside Chats - Australia Insights: Antipodes at the mercy of another Covid-19 wave
In this episode of our Fireside Chats series we'll be talking with Andrew Ticehurst our Australia economist and AUD rates strategist for his thoughts on the state of COVID-19 and what it means for markets in the Antipodes region. First, we will discuss how bad the situation is on the ground and…
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Fireside Chats – ASEAN insights: Under pressure
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...
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Fireside Chats - China Insights: Targeted tightening and universal easing
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…
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Fireside Chats - UK insights: The Great Reopening
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,...
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Fireside Chats - Cassandra: Our early warning indicator of financial crises
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 –...
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Fireside Chats - US Infrastructure: The Next Great Debate
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…
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Fireside Chats - FX Insights: 12 reasons why we expect a weaker JPY
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...
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Fireside Chats - US & European Insights: Inflation, how far will it go?
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…
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Fireside Chats - Japan Insights: Mid-year Macro Strategy Outlook
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...
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Fireside Chats - Asia Insights: Is the world out of chips?
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.
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Fireside Chats - Asia insights: Will China's North-South divide have multiple growth implications?
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…
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ABOUT THIS SHOW
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.
HOSTED BY
Nomura
CATEGORIES
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How many episodes does Nomura – MacroBrew have?
Nomura – MacroBrew currently has 91 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Nomura – MacroBrew about?
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.
How often does Nomura – MacroBrew release new episodes?
Nomura – MacroBrew has 91 episodes. Check the episode list to see recent publication dates and frequency.
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You can listen to Nomura – MacroBrew on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Nomura – MacroBrew?
Nomura – MacroBrew is created and hosted by Nomura.
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