Nomura·2026-11-03Macro
USD/CNY fixing: projection2026-11-03
Research: Broker notes on sectors, macro, rates and strategy
- Nomura·2026-11-02MacroKorea retail net purchases of US portfolio assets: slowedweek to 30 Oct 2026
- Nomura·2026-11-02MacroShare buyback relending rate: cutNov 2026
- Nomura·2026-11-02MacroUSD/CNY fixing projection: forecast2026-11-02
- Nomura·2026-11-01MacroPBoC overnight reverse repo rate: set2026-11
- Nomura·2026-11-01Macro
- Nomura·2026-10-31Macro
- Nomura·2026-10-30MacroUS real GDP growth: 3.4% q/q saar3Q26Fed policy: hike in December, then hold through 20272026-12
- Nomura·2026-10-30Macro
- Nomura·2026-10-30MacroUSD/CNH: short, target 6.50end-Dec 2026
- Nomura·2026-10-30MacroChina real GDP growth: 4.0% (consensus 4.4%)2027China official manufacturing PMI: 49.8Oct-26China CPI inflation: 0.8% y/yOct-26
- Nomura·2026-10-29MacroUSD/CNY fix projection: 6.660729 Oct 2026
- Nomura·2026-10-29MacroChina shipbuilding new orders: 175.29mn DWT1Q-3Q26
- Nomura·2026-10-28MacroUSD/CNY fix projection: 6.671128 Oct 2026
- Nomura·2026-10-27MacroChina industrial profit growth: 14.4% y/y2026-09China PPI inflation: 5.0% y/y2026-09
- Nomura·2026-10-27MacroNomura Chip Shortage Index: 104.02026-10
- Nomura·2026-10-26Macro
- Nomura·2026-10-26MacroIDR·UnderweightKorea rates (receive 5-10y)·Overweight
- Nomura·2026-10-26MacroUSD/CNY fix projection: 6.67092026-10-26
- Nomura·2026-10-23MacroCNH·OverweightJPY·OverweightIDR·Underweight