宏观经济研究报告
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对话苏博文:解密野村全球宏观研究团队
野村集团· 2025-10-10 09:02
Core Insights - The article emphasizes the importance of insightful economic analysis and market predictions in today's complex financial environment [1] - The global macro research team at Nomura focuses on economic forecasting, including growth, inflation, fiscal conditions, and central bank policies [3] Group 1: Team Responsibilities and Approach - The core mission of the global macro research team is to conduct economic forecasts and identify market mispricing to provide strategic advice [3] - The research philosophy is that forecasting is more of an art than a science, incorporating data analysis, economic modeling, and geopolitical factors [3] - The team engages in field research and discussions with policymakers, scholars, and businesses to form comprehensive economic outlooks [3] Group 2: Leadership and Team Dynamics - The role of the global macro research head has shifted from direct research to management, focusing on guiding research direction and fostering team collaboration [5] - The team values stability and consistency, which allows for open challenges to predictive views and stress-testing of opinions [8] Group 3: Competitive Advantages - The team's ability to present bold, contrarian views sets them apart in the market, emphasizing the importance of original insights over consensus [8] - Nomura's strong presence in Asia is highlighted as a significant advantage, especially as the region's economic power grows [8] Group 4: Alignment with Corporate Mission - The research team aligns with Nomura's mission to leverage financial markets for global challenges and promote social prosperity [9] - By identifying strong economies and warning against weak markets, the team helps guide global capital towards productive areas [9]