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?
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.
19 May 2023
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.
28 Apr 2023
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.
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