Nomura Holdings, Inc (NMR) News

Japan’s two largest securities firms expect the country’s stock market rally to extend well into 2027, even as a potential reversal in artificial intelligence investment looms as the primary threat.

Nomura is turning more bullish on South Korean bonds, raising its conviction level on receiving a 5-year Korea non-deliverable interest-rate swap position starting in 2027.

Nomura North Asia CIO Julia Wang believes the US economy remains resilient enough to absorb additional rate hikes without tipping into a recession. She cites strong consumer spending, ongoing AI capital expenditure, and loose fiscal policy as key drivers supporting growth.…

Economists at Nomura say the new way Kevin Warsh is tracking inflation doesn’t have better predictive power than core readings.