NIFA 2020 | Nomura Investment Forum Asia
Social distancing successfully slowed the spread of COVID-19, but the US economy faces a long road to recovery
We expect additional monetary and fiscal support from the Fed and Congress but at a slower pace relative to the early days of the pandemic
Quick background on the UST FX report – published twice a year and it provides a framework for the US to evaluate the currency practices of major trading partners
With the aim to actively dismantle unfair barriers to trade and achieve fairer and more reciprocal trade with partners
Attention is focusing on the global IT cycle following the launch of commercial 5G services
Global semiconductor sales bottomed out in 2019 H1 and recovered in the summer
Which countries standout in the region as having a large population of the poor and vulnerable?
How much would be the fiscal costs of providing these sectors adequate support and social assistance during the lockdowns?
What are the implications on fiscal deficits and sovereign credit ratings?