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Rosa & Roubini Associates

118 Pall Mall London SW1Y 5ED | +44(0)207 1010 718

  • Home
  • Online Store
  • CORPORATE SOLUTIONS
  • Research
  • Advisory
  • FIN-TECH
  • Team
  • Covid vs GFC
  • Videos
  • About
  • Contact

Brunello Rosa

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Brunello Rosa is CEO and Head of Research at R&R. He is a Visiting Professor at the Department of Social and Political Sciences of Bocconi University and a Visiting Lecturer at the Department of International Politics and a research fellow of the City Political Economy Research Centre at City, University of London. He is also a Research Associate at the Systemic Risk Centre of the London School of Economics and Political Science, where he is a practitioner lecturer in finance for MSc students and in macroeconomics for professionals undertaking executive education.  Brunello is a member of the Chief Economists Advisory Board of the European Investment Bank and of the Advisory Board of the Ambassador of Italy to the UK. Brunello is an active member of Chatham House (The Royal Institute of International Affairs), the UK’s Institute of Directors, the International Institute of Strategic Studies and the Institute for New Economic Thinking (INET). He contributes to the Research Hub in Finance of the UK's National Institute of Economic and Social Research, for the ESRC programme on Rebuilding Macroeconomics. 


Before co-founding this new venture, Brunello served as co-Head of Research and Managing Director for Developed Markets, G10 Rates and Currencies at Roubini Global Economics. Brunello joined RGE from the Bank of England, where he had mainly worked in Markets, in the division that implements monetary policy and provides liquidity insurance. He also briefly served in the Bank’s Financial Stability area and its Centre for Central Banking Studies. Previously, he worked as a macroeconomist and fixed income strategist with a focus on Europe at IDEAglobal, a market intelligence company. In these various capacities, Brunello appeared on Bloomberg, Reuters, CNBC and other TV programmes, and had been quoted by a variety of media outlets. Prior to joining the private sector, he was a research assistant at the Financial Markets Group of the London School of Economics, where he also taught classes in finance. Brunello started his career as a data analyst at the Department of Economics and as a research fellow at Siena University’s Centre for Complex System Studies, where he studied and researched the financial fragility of economic systems. 


In 2020, Brunello Rosa has been included in the list of the top-100 financial-services influencers in the world by Onalytica for his discussion over Covid-19 and its impact on the global economy and financial markets.


In 2014, Brunello was awarded a prize by the Italian Chamber of Commerce and Industry in the UK for his "outstanding contributions" to the development of business ties between the UK and Italy.  These include his articles and events with Raffaele Cantone, president of Italy's Anti-Corruption Authority. He is now President of the Association "Talented Italians in the UK," which gathers the winners of the  prize "Young Talented Italians."  Brunello holds a master’s degree in finance and economics from the London School of Economics and a laurea cum laude in economics from the University of Siena in Italy.  

LINK TO BRUNELLOROSA.COM

recent publications

Flash Review: RBA Ready To Increase QE to Combat Rising Yields

Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates

Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates

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by Brunello Rosa and Fawaz Sulaiman Al Mughrabi

2 March 2021 

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Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates

Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates

Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates

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by Brunello Rosa and Fawaz Sulaiman Al Mughrabi

26 February 2021 

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European Banks: Are AMCs Coming to Deal With Looming Surge in NPLs?

Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates

Flash Review: RBNZ On Hold, But Ready to Deploy Negative Rates If Necessary

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by  Brunello Rosa and Nouriel Roubini

25 February 2021

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Flash Review: RBNZ On Hold, But Ready to Deploy Negative Rates If Necessary

Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged

Flash Review: RBNZ On Hold, But Ready to Deploy Negative Rates If Necessary

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by Brunello Rosa and Karmen Meneses

24 February 2021 

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Navigating The Pandemic, Between Scylla and Charybdis

Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged

Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged

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by John C. Hulsman* And Brunello Rosa

23 February 2021

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Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged

Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged

Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged

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by Brunello Rosa and Karmen Meneses

19 February 2021 

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january - february 2021

“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation

“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation

“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation

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by  Peter Cecchini and Brunello Rosa


17 February 2021

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Flash Review: The Riksbank Remains Firmly On Hold, With A Dovish Twist

“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation

“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation

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by Brunello Rosa and Fawaz Al Mughrabi 

10 February 2021

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Flash Preview: Riksbank To Stage A “Dovish Hold” in February

“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation

Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent

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by Brunello Rosa and Karmen Meneses


5 February 2021

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Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent

Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm

Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent

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by Brunello Rosa and Alessandro Magnoli Bocchi 

4 February 2021 

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Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm

Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm

Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm

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by  Brunello Rosa and Fawaz Sulaiman Al Mughrabi

1 February 2021 

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Flash Review: Federal Reserve Remains On Hold While Sounding Cautiously Upbeat

Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm

Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm

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by Brunello Rosa


27 January 2021 

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Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review

Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review

Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review

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by Brunello Rosa and Karmen Meneses


21 January 2021 

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Flash Review: ECB Starts Focusing On “Favourable Financing Conditions”

Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review

Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review

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by Brunello Rosa

21 January 2021 

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Flash Review: BoC Remains on Hold With A Slightly Hawkish Undertone

Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review

Flash Review: BoC Remains on Hold With A Slightly Hawkish Undertone

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by Brunello Rosa

20 January 2021 

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ECB Flash Preview: Assessing The Impact of December’s Stimulus

ECB Flash Preview: Assessing The Impact of December’s Stimulus

Flash Review: BoC Remains on Hold With A Slightly Hawkish Undertone

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by Brunello Rosa

15 January 2021 

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Flash Preview: BoJ To Stay Put Ahead of March Policy Review

ECB Flash Preview: Assessing The Impact of December’s Stimulus

Flash Preview: BoJ To Stay Put Ahead of March Policy Review

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by Brunello Rosa

15 January 2021 

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Flash Preview: Bank Of Canada To Wait and See In January

ECB Flash Preview: Assessing The Impact of December’s Stimulus

Flash Preview: BoJ To Stay Put Ahead of March Policy Review

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by Brunello Rosa

15 January 2021 

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november 2020 - january 2021

WORKING PAPER SERIES - An Absurd Government Crisis Takes Centre Stage In Italy

GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye

GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye

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by Brunello Rosa 


14 January 2021

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GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye

GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye

GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye

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by Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi

23 December 2020

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Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review

GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye

Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review

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by Brunello Rosa  


18 December 2020

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Flash Reviews: BOE, Norges Bank and SNB on Hold, With Different Twists

Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias

Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review

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by Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses

17 December 2020

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Flash Review: Fed Introduces Outcome-Based Forward Guidance on Asset Purchases

Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias

Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias

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by Brunello Rosa  


16 December 2020

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Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias

Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias

Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias

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by Brunello Rosa, Fawaz Al Mughraband and Karmen Meneses

11 December 2020

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ECB Extends and Expands Its Easing Programs, But Underwhelms The Market

ECB Extends and Expands Its Easing Programs, But Underwhelms The Market

ECB Extends and Expands Its Easing Programs, But Underwhelms The Market

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by Brunello Rosa

10 December 2020

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Flash Review: Bank of Canada Stands Pat in December

ECB Extends and Expands Its Easing Programs, But Underwhelms The Market

ECB Extends and Expands Its Easing Programs, But Underwhelms The Market

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by Brunello Rosa and Karmen Meneses

9 December 2020

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Preview: ECB To Launch Comprehensive Stimulus Package

ECB Extends and Expands Its Easing Programs, But Underwhelms The Market

Preview: ECB To Launch Comprehensive Stimulus Package

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by Brunello Rosa, Nouriel Roubini and Fawaz Sulaiman Al Mughrabi

4 December 2020

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Flash Preview: Bank Of Canada To Stay Put in December

Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed

Preview: ECB To Launch Comprehensive Stimulus Package

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by Brunello Rosa and Karmen Meneses

4 December 2020

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Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed

Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed

Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed

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by Brunello Rosa and Karmen Meneses

1 December 2020

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Flash Preview: RBA To take a Breather In December

Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed

Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed

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by Brunello Rosa and Karmen Meneses

27 November 2020

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october - november 2020

Flash Review: The Riksbank Expands And Extends QE

BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA

Flash Preview: Riksbank Likely To Expand QE In November

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by Brunello Rosa and Fawaz Al Mughrabi

26 November 2020

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Flash Preview: Riksbank Likely To Expand QE In November

BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA

Flash Preview: Riksbank Likely To Expand QE In November

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 by Brunello Rosa and Karmen Meneses

20 November 2020

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BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA

BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA

BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA

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 by Brunello Rosa and Nouriel Roubini

16 November 2020

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Flash Review: RBNZ Provides More Stimulus With A Funding For Lending Program

Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November

BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA

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 by Brunello Rosa and Karmen Meneses

11 November 2020

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Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November

Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November

Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November

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 by Brunello Rosa and Karmen Meneses

6 November 2020

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Flash Review: Fed Remains On Hold And Prepared To Add Stimulus If Needed

Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November

Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November

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 by Brunello Rosa

5 November 2020

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Flash Review: Bank of England Expands QE When The Chancellor Announces New Fiscal Stimulus

Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More

Flash Review: Bank of England Expands QE When The Chancellor Announces New Fiscal Stimulus

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by Brunello Rosa and Fawaz Al Mughrabi

5 November 2020

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Uncertainty At Its Highest, As The EU Enters The Second Covid Wave

Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More

Flash Review: Bank of England Expands QE When The Chancellor Announces New Fiscal Stimulus

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 by Brunello Rosa and Grégoire Roos

3 November 2020

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Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More

Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More

Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More

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by Brunello Rosa and Karmen Meneses

3 November 2020

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Preview: Federal Reserve's FOMC On Hold For Now

Flash Preview: Bank Of England To Increase The Size Of QE In November

Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More

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by Nouriel Roubini, Brunello Rosa and Karmen Meneses

2 November 2020

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Flash Preview: Bank Of England To Increase The Size Of QE In November

Flash Preview: Bank Of England To Increase The Size Of QE In November

Flash Preview: Bank Of England To Increase The Size Of QE In November

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by Brunello Rosa and Karmen Meneses

30 October 2020

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Flash Preview: RBA To Deploy A Comprehensive Stimulus Package

Flash Preview: Bank Of England To Increase The Size Of QE In November

Flash Preview: Bank Of England To Increase The Size Of QE In November

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by Brunello Rosa and Fawaz Al Mughrabi

30 October 2020

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august - october 2020

Flash Review: ECB To “Recalibrate” All Its Instruments In December

Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds

Flash Review: BOJ Stands Ready To Ease More if Needed, But Is Not In The Rush To Act

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by Brunello Rosa and Nouriel Roubini

29 October 2020

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Flash Review: BOJ Stands Ready To Ease More if Needed, But Is Not In The Rush To Act

Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds

Flash Review: BOJ Stands Ready To Ease More if Needed, But Is Not In The Rush To Act

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by Brunello Rosa and Fawaz Al Mughrabi

29 October 2020

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Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds

Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds

Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds

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by Brunello Rosa

28 October 2020

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Flash Preview - Bank of Canada To Remain On Hold But Highly Accommodative

Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November

Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds

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by Brunello Rosa and Fawaz Al Mughrabi


23 October 2020

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ECB Preview: ECB To Mull Further PEPP Extension and Expansion

Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November

Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November

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by Brunello Rosa, Nouriel Roubini and Karmen Meneses

23 October 2020

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Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November

Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November

Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November

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by Brunello Rosa and Fawaz Al Mughrabi


6 October 2020

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Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options

Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options

Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options

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by Brunello Rosa and Karmen Meneses

2 October 2020

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Flash Review: RBNZ Steps Up Preparations For More Easing (And What This Means For The BoE)

Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options

Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options

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by Brunello Rosa

23 September 2020

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Flash Review: Italian Regional Elections and Referendum End Up Stabilising The Government

Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options

Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years

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by Brunello Rosa

22 September 2020

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Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years

Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years

Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years

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by Brunello Rosa  and Karmen Meneses

22 September 2020

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Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language

Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years

Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language

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by Brunello Rosa  and Karmen Meneses

17 September 2020

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Italian Regional Elections and Referendum Pose a Threat to The Government

Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years

Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language

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by Brunello Rosa  

14 September 2020

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july - August 2020

While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat

While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat

While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat

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by Brunello Rosa and Karmen Meneses

11 September 2020

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Flash Review: ECB Warns About Strong Euro, But Leaves Policy Stance Unchanged

While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat

While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat

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by Brunello Rosa and Fawaz Al Mughrabi

10 September 2020

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Flash Review: Bank of Canada Keeps The Tap of Monetary Easing Running

While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat

Flash Preview – ECB To Remain Highly Accommodating In Response to the Fed’s Strategy Review

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by Brunello Rosa and Fawaz Al Mughrabi

9 September 2020

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Flash Preview – ECB To Remain Highly Accommodating In Response to the Fed’s Strategy Review

Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation

Flash Preview – ECB To Remain Highly Accommodating In Response to the Fed’s Strategy Review

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by Brunello Rosa and Fawaz Sulaiman Al Mughrabi

4 September 2020

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Flash Preview – Bank of Canada To Remain on Hold, With A Dovish Twist In September

Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation

Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation

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by Brunello Rosa and Karmen Meneses

4 September 2020

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Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation

Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation

Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation

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by Brunello Rosa and Fawaz Al Mughrabi

1 September 2020

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Flash Preview: RBA To Mull (And Possibly Implement) A Response To The Fed’s Strategy Review

Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets

Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets

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by Brunello Rosa and Carmen Meneses

28 August 2020

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Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets

Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets

Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets

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by Brunello Rosa and Nouriel Roubini

28 August 2020

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Flash Review: Norges Bank Remains On Hold, And Cautiously Optimistic

Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets

Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone

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by Brunello Rosa and Fawaz Al Mughrabi

20 August 2020

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Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone

Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone

Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone

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by Brunello Rosa and Fawaz Al Mughrabi

14 August 2020

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Flash Review: RBNZ Increases The Size of QE and Signals Further Easing Ahead

Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone

Flash Review: RBNZ Increases The Size of QE and Signals Further Easing Ahead

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by Brunello Rosa and Farah Aladsani

12 August 2020

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Flash Review: BOE Remains On Holds and Discards Negative Rates (for Now)

Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone

Flash Review: RBNZ Increases The Size of QE and Signals Further Easing Ahead

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by Brunello Rosa and Farah Aladsani

6 August 2020

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june - july 2020

Flash Review: RBA Remains On Hold But Re-Starts QE, Given The New Lockdown

Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov

Flash Review: RBA Remains On Hold But Re-Starts QE, Given The New Lockdown

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by Brunello Rosa and Fawaz Al Mughrabi


4 August 2020

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Flash Previews: BOE and RBA To Remain Cautiously On Hold In August

Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov

Flash Review: RBA Remains On Hold But Re-Starts QE, Given The New Lockdown

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by Brunello Rosa, Farah Aladsani and Fawaz Sulaiman Al Mughrabi

31 July 2020

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Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov

Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov

Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov

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by Brunello Rosa


29 July 2020

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Flash Reviews: ECB Takes Stock Of The Stimulus Provided Since March

Flash Reviews: ECB Takes Stock Of The Stimulus Provided Since March

Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov

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by Brunello Rosa and Farah Aladsani


16 July 2020

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Flash Review: BOC Remains On Hold But Introduces Forward Guidance

Flash Reviews: ECB Takes Stock Of The Stimulus Provided Since March

Flash Review: BOC Remains On Hold But Introduces Forward Guidance

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by Brunello Rosa


15 July 2020

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Flash Review: BOJ Remains On Hold But Ready to Act

Flash Reviews: ECB Takes Stock Of The Stimulus Provided Since March

Flash Review: BOC Remains On Hold But Introduces Forward Guidance

image588

by Brunello Rosa and Fawaz Sulaiman Al Mughrabi

15 July 2020

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Flash Previews: ECB, BOJ and BOC to Remain on Hold but Alert in July

Flash Previews: ECB, BOJ and BOC to Remain on Hold but Alert in July

Flash Previews: ECB, BOJ and BOC to Remain on Hold but Alert in July

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by Brunello Rosa, Farah Aladsani, Fawaz Sulaiman Al Mughrabi and Karmen Meneses

10 July 2020

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Flash Review: RBA Remains On Hold, But Is Wary Of Uncertainty Ahead

Flash Previews: ECB, BOJ and BOC to Remain on Hold but Alert in July

Flash Previews: ECB, BOJ and BOC to Remain on Hold but Alert in July

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by Brunello Rosa and Farah Aladsani



7 July 2020

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Flash Preview – Reserve Bank of Australia to Stay On Course In July

Flash Previews: ECB, BOJ and BOC to Remain on Hold but Alert in July

The Deal On the EU “Recovery Fund” Will Have Large National Repercussions

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by Brunello Rosa and Farah Aladsani



3 July 2020

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The Deal On the EU “Recovery Fund” Will Have Large National Repercussions

The Deal On the EU “Recovery Fund” Will Have Large National Repercussions

The Deal On the EU “Recovery Fund” Will Have Large National Repercussions

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By Grégoire Roos and Brunello Rosa


2 July 2020

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Flash Review – The Riksbank Increases Its Monetary Stimulus in July

The Deal On the EU “Recovery Fund” Will Have Large National Repercussions

Flash Review – The Riksbank Increases Its Monetary Stimulus in July

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by Brunello Rosa, Farah Aladsani and Karmen Meneses

1 July 2020

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Flash Preview – Riksbank To Weigh QE Expansion In July

The Deal On the EU “Recovery Fund” Will Have Large National Repercussions

Flash Review – The Riksbank Increases Its Monetary Stimulus in July

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by Brunello Rosa and Karmen Meneses


26 June 2020

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May - june 2020

Where Helicopters Dare

Flash Review: RBNZ Remains On Hold and Is Ready To Provide Further Signals In August

Flash Review: RBNZ Remains On Hold and Is Ready To Provide Further Signals In August

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By Brunello Rosa and Nouriel Roubini

25 June 2020

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Flash Review: RBNZ Remains On Hold and Is Ready To Provide Further Signals In August

Flash Review: RBNZ Remains On Hold and Is Ready To Provide Further Signals In August

Flash Review: RBNZ Remains On Hold and Is Ready To Provide Further Signals In August

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By Brunello Rosa and Farah Aladsani

24 June 2020

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Flash Preview: RBNZ To Take Stock Of Previous Easing In June

Flash Review: RBNZ Remains On Hold and Is Ready To Provide Further Signals In August

Flash Reviews: BOE Increases The Size Of QE, While SNB Could Scale Up FX Intervention if Needed

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By Brunello Rosa and Karmen Meneses

19 June 2020

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Flash Reviews: BOE Increases The Size Of QE, While SNB Could Scale Up FX Intervention if Needed

Flash Reviews: BOE Increases The Size Of QE, While SNB Could Scale Up FX Intervention if Needed

Flash Reviews: BOE Increases The Size Of QE, While SNB Could Scale Up FX Intervention if Needed

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By Brunello Rosa, Farah Aladsani and Fawaz Sulaiman Al Mughrabi


18 June 2020

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Flash Review: BOJ Expands Lending Programs And Is Ready to Do More

Flash Reviews: BOE Increases The Size Of QE, While SNB Could Scale Up FX Intervention if Needed

Flash Previews: BOE Likely To Expand QE, While SNB and BOJ Remain On Hold

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By Brunello Rosa and Karmen Meneses



16 June 2020

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Flash Previews: BOE Likely To Expand QE, While SNB and BOJ Remain On Hold

Flash Reviews: BOE Increases The Size Of QE, While SNB Could Scale Up FX Intervention if Needed

Flash Previews: BOE Likely To Expand QE, While SNB and BOJ Remain On Hold

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By Brunello Rosa, Farah Aladsani, Fawaz Sulaiman Al Mughrabi, Karmen Meneses and Luca Bandello 

12 June 2020

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Flash Review: Fed To Keep Its Current Pace of QE, While Mulling YCC

Flash Review: BOC Remains On Hold And Scales Back Some Market Operations

Flash Review: Fed To Keep Its Current Pace of QE, While Mulling YCC

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By Brunello Rosa

10 June 2020

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Flash Review: ECB Considerably Expands and Extends PEPP

Flash Review: BOC Remains On Hold And Scales Back Some Market Operations

Flash Review: Fed To Keep Its Current Pace of QE, While Mulling YCC

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By Brunello Rosa 

04 June 2020

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Flash Review: BOC Remains On Hold And Scales Back Some Market Operations

Flash Review: BOC Remains On Hold And Scales Back Some Market Operations

Flash Reviews: RBA Remains On Hold As Downturn Might Prove Shallower Than Expected

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By Brunello Rosa and Luca Bandello

03 June 2020

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Flash Reviews: RBA Remains On Hold As Downturn Might Prove Shallower Than Expected

Previews: Reserve Bank of Australia and Bank of Canada Likely To Take a Breather In June

Flash Reviews: RBA Remains On Hold As Downturn Might Prove Shallower Than Expected

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By Brunello Rosa and Karmen Meneses


2 June 2020

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Flash Preview: ECB Set To Increase PEPP In June

Previews: Reserve Bank of Australia and Bank of Canada Likely To Take a Breather In June

Previews: Reserve Bank of Australia and Bank of Canada Likely To Take a Breather In June

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By Nouriel Roubini, Brunello Rosa and Farah Aladsani

1 June 2020

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Previews: Reserve Bank of Australia and Bank of Canada Likely To Take a Breather In June

Previews: Reserve Bank of Australia and Bank of Canada Likely To Take a Breather In June

Previews: Reserve Bank of Australia and Bank of Canada Likely To Take a Breather In June

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 By Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses

29 May 2020

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APRIL - may 2020

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

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by Nouriel Roubini, Alessandro Magnoli Bocchi, Brunello Rosa, Marco Lucchin

15 May 2020

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Flash Reviews: RBNZ Doubles QE and Eases Its OCR Forward Guidance

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

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by Brunello Rosa and Farah Aladsani 


13 May 2020

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POLICY COMPASS - Between “Hamilton” and “Jefferson” Moment: The EU Response To Covid-19

Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman

Flash Review: RBA Faces Uncertainty But Scales Back Size And Frequency of Asset Purchases

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by Brunello Rosa


12 May 2020

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Flash Review: RBA Faces Uncertainty But Scales Back Size And Frequency of Asset Purchases

Previews: BOE, RBA And NB Likely To Keep Their Interest Rates Unchanged And Re-Assess Their Stance

Flash Review: RBA Faces Uncertainty But Scales Back Size And Frequency of Asset Purchases

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By Brunello Rosa and Farah Aladsani


5 May 2020

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Previews: BOE, RBA And NB Likely To Keep Their Interest Rates Unchanged And Re-Assess Their Stance

Previews: BOE, RBA And NB Likely To Keep Their Interest Rates Unchanged And Re-Assess Their Stance

Previews: BOE, RBA And NB Likely To Keep Their Interest Rates Unchanged And Re-Assess Their Stance

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by Brunello Rosa, Fawaz Al Mughrabi,

Farah Aladsani and Karmen Meneses

1 May 2020

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Flash Review: ECB Eases Further Credit Conditions And Opens To Wider And Larger PEPP

Previews: BOE, RBA And NB Likely To Keep Their Interest Rates Unchanged And Re-Assess Their Stance

Previews: BOE, RBA And NB Likely To Keep Their Interest Rates Unchanged And Re-Assess Their Stance

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By Brunello Rosa


30 April 2020

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Flash Review: Fed Believes Current Stance is “Appropriate”, But It’s Ready To Do More

Flash Reviews: BOJ And Riksbank Remain Very Accommodative Facing An Uncertain Economic Outlook

Flash Reviews: BOJ And Riksbank Remain Very Accommodative Facing An Uncertain Economic Outlook

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by Brunello Rosa


29 April 2020

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Flash Reviews: BOJ And Riksbank Remain Very Accommodative Facing An Uncertain Economic Outlook

Flash Reviews: BOJ And Riksbank Remain Very Accommodative Facing An Uncertain Economic Outlook

Flash Reviews: BOJ And Riksbank Remain Very Accommodative Facing An Uncertain Economic Outlook

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By Brunello Rosa and Fawaz Al Mughrabi

28 April 2020

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Flash Preview: ECB To Expand The Scope (And Possibly The Size) of PEPP in April

Flash Reviews: BOJ And Riksbank Remain Very Accommodative Facing An Uncertain Economic Outlook

Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More

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By Brunello Rosa and Nouriel Roubini

28 April 2020

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Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More

Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More

Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More

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by Nouriel Roubini and Brunello Rosa

27 April 2020

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Flash Preview: BoJ and Riksbank Remaining Alert To Covid-Crisis

Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More

EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council

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by Brunello Rosa, Nouriel Roubini, Fawaz Al Mughrabi and Karmen Meneses

24 April 2020

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EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council

Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More

EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council

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By Brunello Rosa and Nouriel Roubini


22 April 2020

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march - april 2020

Is a U-Shaped “Greater Recession” Consistent With a V-Shaped Equity Market Recovery?

Flash Preview: Bank of Canada To Remain Dovish After The Emergency Stimulus Provided in March

Flash Review: Dovish Bank of Canada Leaves Rates Unchanged and Unveils New Market Operations

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By Nouriel Roubini and Brunello Rosa

16 April 2020

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Flash Review: Dovish Bank of Canada Leaves Rates Unchanged and Unveils New Market Operations

Flash Preview: Bank of Canada To Remain Dovish After The Emergency Stimulus Provided in March

Flash Review: Dovish Bank of Canada Leaves Rates Unchanged and Unveils New Market Operations

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By Brunello Rosa

15 April 2020

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Flash Preview: Bank of Canada To Remain Dovish After The Emergency Stimulus Provided in March

Flash Preview: Bank of Canada To Remain Dovish After The Emergency Stimulus Provided in March

Flash Preview: Bank of Canada To Remain Dovish After The Emergency Stimulus Provided in March

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By Brunello Rosa and Karmen Meneses

9 April 2020

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Ready to Fight: Russia’s Cyber and AI Strategies To Navigate The Covid-19 Crisis And Beyond

Ready to Fight: Russia’s Cyber and AI Strategies To Navigate The Covid-19 Crisis And Beyond

Flash Preview: Bank of Canada To Remain Dovish After The Emergency Stimulus Provided in March

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by Marco Lucchin and Brunello Rosa


8 April 2020

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Flash Preview: After Beginning QE With YCC, RBA To Stay Put In April

Ready to Fight: Russia’s Cyber and AI Strategies To Navigate The Covid-19 Crisis And Beyond

Outlook Update - PART 3: COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight

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by Brunello Rosa and Farah Aladsani


6 April 2020

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Outlook Update - PART 3: COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight

Ready to Fight: Russia’s Cyber and AI Strategies To Navigate The Covid-19 Crisis And Beyond

Outlook Update - PART 3: COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight

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By Alessandro Magnoli Bocchi, Brunello Rosa and Nouriel Roubini

26 March 2020

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Outlook Update – PART 2: Fiscal and Monetary Policy Response To COVID-19

Flash ECB, BOE and SNB Reviews: Central Banks Step Up Their Monetary Stimulus

Flash ECB, BOE and SNB Reviews: Central Banks Step Up Their Monetary Stimulus

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By Nouriel Roubini and Brunello Rosa


20 March 2020

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Flash ECB, BOE and SNB Reviews: Central Banks Step Up Their Monetary Stimulus

Flash ECB, BOE and SNB Reviews: Central Banks Step Up Their Monetary Stimulus

Flash ECB, BOE and SNB Reviews: Central Banks Step Up Their Monetary Stimulus

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By Brunello Rosa and Karmen Meneses


19 March 2020

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COVID-19 Leads To A Global Recession With Severe Bear Market and Debt Crises

Flash ECB, BOE and SNB Reviews: Central Banks Step Up Their Monetary Stimulus

Flash Review: BOJ Leaves Rates Unchanged But Increases Private Sector Asset Purchases

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By Nouriel Roubini, Alessandro Magnoli Bocchi and Brunello Rosa

17 March 2020

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Flash Review: BOJ Leaves Rates Unchanged But Increases Private Sector Asset Purchases

SNB Flash Preview: Markets Expect No Change, But SNB Will Likely Provide Monetary Stimulus

Flash Review: BOJ Leaves Rates Unchanged But Increases Private Sector Asset Purchases

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By Brunello Rosa


16 March 2020

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Flash Review: Fed and Other Central Bank Easing Doesn’t Stop Market Route

SNB Flash Preview: Markets Expect No Change, But SNB Will Likely Provide Monetary Stimulus

SNB Flash Preview: Markets Expect No Change, But SNB Will Likely Provide Monetary Stimulus

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By Brunello Rosa

16 March 2020

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SNB Flash Preview: Markets Expect No Change, But SNB Will Likely Provide Monetary Stimulus

SNB Flash Preview: Markets Expect No Change, But SNB Will Likely Provide Monetary Stimulus

SNB Flash Preview: Markets Expect No Change, But SNB Will Likely Provide Monetary Stimulus

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By Brunello Rosa

16 March 2020

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february - march 2020

Flash Preview: BOJ To Follow Global Central Banks And Ease Its Policy Stance

Flash Preview: BOJ To Follow Global Central Banks And Ease Its Policy Stance

Flash Preview: BOJ To Follow Global Central Banks And Ease Its Policy Stance

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By Brunello Rosa, Farah Aladsani and Nouriel Roubini

13 March 2020

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The UK Shows Initial Signs Of Policy Coordination Against Coronavirus

Flash Preview: BOJ To Follow Global Central Banks And Ease Its Policy Stance

Flash Preview: BOJ To Follow Global Central Banks And Ease Its Policy Stance

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By Brunello Rosa


12 March 2020

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Flash Review: ECB Delivers Initial Easing Package Amid Market Rout

Flash Preview: BOJ To Follow Global Central Banks And Ease Its Policy Stance

Flash Review: ECB Delivers Initial Easing Package Amid Market Rout

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By Brunello Rosa


12 March 2020

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ECB To Deliver An Easing Package To Counter COVID-19 Shock

BoC Follows The Fed (And Cuts Rates By 50bps) And Anticipates Other G10 Central Banks

Flash Review: ECB Delivers Initial Easing Package Amid Market Rout

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By Brunello Rosa and Farah Aladsani

9 March 2020

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BoC Follows The Fed (And Cuts Rates By 50bps) And Anticipates Other G10 Central Banks

BoC Follows The Fed (And Cuts Rates By 50bps) And Anticipates Other G10 Central Banks

BoC Follows The Fed (And Cuts Rates By 50bps) And Anticipates Other G10 Central Banks

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By Brunello Rosa

12 March 2020

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Flash Review: RBA Kicks Off The New Round Of Monetary Easing In G10

BoC Follows The Fed (And Cuts Rates By 50bps) And Anticipates Other G10 Central Banks

BoC Follows The Fed (And Cuts Rates By 50bps) And Anticipates Other G10 Central Banks

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By Brunello Rosa and Karmen Meneses

3 March 2020

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Flash Previews: BOC and RBA To Remain on Hold In March, While Sounding Dovish

Thuringia-Gate Has Decisive Consequences For Both Germany And Europe As A Whole

Flash Previews: BOC and RBA To Remain on Hold In March, While Sounding Dovish

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By Brunello Rosa

28 February 2020

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COVID-19 Will Trigger a Massive Shock to the Global Economy and Markets

Thuringia-Gate Has Decisive Consequences For Both Germany And Europe As A Whole

Flash Previews: BOC and RBA To Remain on Hold In March, While Sounding Dovish

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By Nouriel Roubini and Brunello Rosa

25 February 2020

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Thuringia-Gate Has Decisive Consequences For Both Germany And Europe As A Whole

Thuringia-Gate Has Decisive Consequences For Both Germany And Europe As A Whole

Thuringia-Gate Has Decisive Consequences For Both Germany And Europe As A Whole

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By John Hulsman and Brunello Rosa

25 February 2020

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Argentina: The Road Ahead For The Debt-Restructuring Negotiations

Flash Review: Riksbank On Hold, With A Dovish Twist In The Statement

Thuringia-Gate Has Decisive Consequences For Both Germany And Europe As A Whole

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By Nouriel Roubini and Alessandro Magnoli Bocchi

18 February 2020

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TRAVEL NOTES: FRANCE Macron Mixes Reforms And “Populist” Approach

Flash Review: Riksbank On Hold, With A Dovish Twist In The Statement

Flash Review: Riksbank On Hold, With A Dovish Twist In The Statement

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By Brunello Rosa


14 February 2020

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Flash Review: Riksbank On Hold, With A Dovish Twist In The Statement

Flash Review: Riksbank On Hold, With A Dovish Twist In The Statement

Flash Review: Riksbank On Hold, With A Dovish Twist In The Statement

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by Brunello Rosa and Karmen Meneses


12 February 2020

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January 2020

Flash Review: RBNZ Remains Hawkish Despite Coronavirus Risk

Flash Preview: Riksbank on Hold, With An Eye On The Global Economy

Flash Review: RBNZ Remains Hawkish Despite Coronavirus Risk

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By Brunello Rosa and Farah Aladsani

12 February 2020

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Flash Preview: RBNZ to Deliver A “Dovish Hold”

Flash Preview: Riksbank on Hold, With An Eye On The Global Economy

Flash Review: RBNZ Remains Hawkish Despite Coronavirus Risk

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By Brunello Rosa and Farah Aladsani

7 February 2020

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Flash Preview: Riksbank on Hold, With An Eye On The Global Economy

Flash Preview: Riksbank on Hold, With An Eye On The Global Economy

Flash Review: A “Hawkish Hold” for RBA, But Rate Cuts Remain On The Table

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by Brunello Rosa and Nouriel Roubini

7 February 2020

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Flash Review: A “Hawkish Hold” for RBA, But Rate Cuts Remain On The Table

Bank of England Flash Review: “So Far Good Enough,” But A Rate Cut Remains On The Table

Flash Review: A “Hawkish Hold” for RBA, But Rate Cuts Remain On The Table

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By Brunello Rosa and Fawaz Sulaiman Al Mughrabi

4 February 2020

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Flash Preview: RBA To Hold Off Providing Further Easing (For Now)

Bank of England Flash Review: “So Far Good Enough,” But A Rate Cut Remains On The Table

Bank of England Flash Review: “So Far Good Enough,” But A Rate Cut Remains On The Table

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By Brunello Rosa and Karmen Meneses


31 January 2020

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Bank of England Flash Review: “So Far Good Enough,” But A Rate Cut Remains On The Table

Bank of England Flash Review: “So Far Good Enough,” But A Rate Cut Remains On The Table

Bank of England Flash Review: “So Far Good Enough,” But A Rate Cut Remains On The Table

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By Brunello Rosa


30 January 2020

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Flash Review: Fed’s Policy Stance Remains “Appropriate,” With A Dovish Touch

Flash Review: Fed’s Policy Stance Remains “Appropriate,” With A Dovish Touch

Flash Review: Fed’s Policy Stance Remains “Appropriate,” With A Dovish Touch

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By Brunello Rosa


29 January 2020

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Flash Preview: Fed to Remain on Hold in January

Flash Review: Fed’s Policy Stance Remains “Appropriate,” With A Dovish Touch

Flash Review: Fed’s Policy Stance Remains “Appropriate,” With A Dovish Touch

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By Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi

27 January 2020

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Flash Review: Regional Elections Give a Breather To The Italian Government

Flash Review: Fed’s Policy Stance Remains “Appropriate,” With A Dovish Touch

Flash Preview: BoE To Remain On Hold (But With The High Risk Of a Cut) In January

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By Brunello Rosa


27 January 2020

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Flash Preview: BoE To Remain On Hold (But With The High Risk Of a Cut) In January

Flash Review: ECB Marginally Raises The (Negative) Balance of Risks And Launches Its Strategy Review

Flash Preview: BoE To Remain On Hold (But With The High Risk Of a Cut) In January

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by Brunello Rosa, Nouriel Roubini and Alessandro Magnoli Bocchi

24 January 2020

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Flash Review: ECB Marginally Raises The (Negative) Balance of Risks And Launches Its Strategy Review

Flash Review: ECB Marginally Raises The (Negative) Balance of Risks And Launches Its Strategy Review

Flash Review: ECB Marginally Raises The (Negative) Balance of Risks And Launches Its Strategy Review

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by Brunello Rosa


23 January 2020

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Flash Review: Norges Bank Remains On Hold But Sends First Timid Signals Of Reduced Hawkishness

Flash Review: ECB Marginally Raises The (Negative) Balance of Risks And Launches Its Strategy Review

Flash Review: ECB Marginally Raises The (Negative) Balance of Risks And Launches Its Strategy Review

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By Brunello Rosa and Farah Aladsani


23 January 2020

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December 2019 - January 2020

Flash Review: Bank of Canada Hints Again At Possible Easing Ahead

Flash Review: BoJ Remains on Hold With An Easing Bias, While Revising Down Its Inflation Outlook

Regional Elections To Send Shock Waves Through Italy’s Political System

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By Brunello Rosa

22 January 2020

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Regional Elections To Send Shock Waves Through Italy’s Political System

Flash Review: BoJ Remains on Hold With An Easing Bias, While Revising Down Its Inflation Outlook

Regional Elections To Send Shock Waves Through Italy’s Political System

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 By Brunello Rosa

22 January 2020

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Flash Review: BoJ Remains on Hold With An Easing Bias, While Revising Down Its Inflation Outlook

Flash Review: BoJ Remains on Hold With An Easing Bias, While Revising Down Its Inflation Outlook

Flash Review: BoJ Remains on Hold With An Easing Bias, While Revising Down Its Inflation Outlook

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By Brunello Rosa and Farah Aladsani

21 January 2020

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Flash Preview: ECB On Hold As Downside Risks Modestly Fade, While Launching The Strategic Review

Flash Preview: ECB On Hold As Downside Risks Modestly Fade, While Launching The Strategic Review

Flash Review: BoJ Remains on Hold With An Easing Bias, While Revising Down Its Inflation Outlook

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By Brunello Rosa and Nouriel Roubini

20 January 2020

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Flash Preview: Bank of Japan To Keep Its Cool And Let Fiscal Policy Do The Heavy-Lifting

Flash Preview: ECB On Hold As Downside Risks Modestly Fade, While Launching The Strategic Review

Flash Preview: Norges Bank To Remain On Hold In January, While Keeping Its Modest Hiking Bias

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By Nouriel Roubini and Brunello Rosa

17 January 2020

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Flash Preview: Norges Bank To Remain On Hold In January, While Keeping Its Modest Hiking Bias

Flash Preview: ECB On Hold As Downside Risks Modestly Fade, While Launching The Strategic Review

Flash Preview: Norges Bank To Remain On Hold In January, While Keeping Its Modest Hiking Bias

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By Brunello Rosa and Nouriel Roubini

17 January 2020

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Getting Ready For The Brexit “Adjustment”

Flash Preview: As The Economy Stabilises, Bank of Canada Remains on Hold

Flash Preview: As The Economy Stabilises, Bank of Canada Remains on Hold

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 By Brunello Rosa and Nouriel Roubini

17 January 2020

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Flash Preview: As The Economy Stabilises, Bank of Canada Remains on Hold

Flash Preview: As The Economy Stabilises, Bank of Canada Remains on Hold

Flash Preview: As The Economy Stabilises, Bank of Canada Remains on Hold

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By Brunello Rosa and Farah Aladsani

17 January 2020

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Bank of England Moving Closer To Cutting Rates

Flash Preview: As The Economy Stabilises, Bank of Canada Remains on Hold

Central Bank Reviews: BoJ, BoE and Norges Bank Stay On Hold In December And Signal Caution Ahead

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By Brunello Rosa and Nouriel Roubini

16 January 2020

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Central Bank Reviews: BoJ, BoE and Norges Bank Stay On Hold In December And Signal Caution Ahead

MONETARY AFFAIRS - Flash Review: Riksbank Brings The Repo Rate Back To Zero, And Signals A Long Paus

Central Bank Reviews: BoJ, BoE and Norges Bank Stay On Hold In December And Signal Caution Ahead

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by Brunello Rosa, Fawaz Sulaiman Al Mughrabi and Farah Aladsani

19 December 2019

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MONETARY AFFAIRS - Flash Review: Riksbank Brings The Repo Rate Back To Zero, And Signals A Long Paus

MONETARY AFFAIRS - Flash Review: Riksbank Brings The Repo Rate Back To Zero, And Signals A Long Paus

MONETARY AFFAIRS - Flash Review: Riksbank Brings The Repo Rate Back To Zero, And Signals A Long Paus

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by Brunello Rosa and Karmen Meneses


19 December 2019

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2020 GLOBAL OUTLOOK AND ASSET ALLOCATION - Despite The Improved Outlook, Beware of The Cracks

MONETARY AFFAIRS - Flash Review: Riksbank Brings The Repo Rate Back To Zero, And Signals A Long Paus

MONETARY AFFAIRS - Flash Review: Riksbank Brings The Repo Rate Back To Zero, And Signals A Long Paus

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by Nouriel Roubini, Brunello Rosa, and Alessandro Magnoli Bocchi

16 December 2019

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DECEMBER 2019

MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened

MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened

MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened

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by Nouriel Roubini and Brunello Rosa

16 December 2019

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Flash Preview: Norges Bank To Remain on Pause In December, And For Some Time

MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened

MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened

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by Brunello Rosa

13 December 2019

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MONETARY AFFAIRS - Flash Preview: Riksbank To Normalise Rates Before A Long Pause

MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened

UK Election, Brexit and BoE: Johnson’s Landslide Victory Opens The Gates To Brexit

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by Brunello Rosa

13 December 2019

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UK Election, Brexit and BoE: Johnson’s Landslide Victory Opens The Gates To Brexit

UK Election, Brexit and BoE: Johnson’s Landslide Victory Opens The Gates To Brexit

UK Election, Brexit and BoE: Johnson’s Landslide Victory Opens The Gates To Brexit

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by Brunello Rosa

13 December 2019

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MONETARY AFFAIRS - Flash Review: SNB On Hold, With An Easing Bias

UK Election, Brexit and BoE: Johnson’s Landslide Victory Opens The Gates To Brexit

Flash Review: “Owl-ish” Lagarde Plays It Safe At First ECB Presser

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by Brunello Rosa

12 December 2019

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Flash Review: “Owl-ish” Lagarde Plays It Safe At First ECB Presser

UK Election, Brexit and BoE: Johnson’s Landslide Victory Opens The Gates To Brexit

Flash Review: “Owl-ish” Lagarde Plays It Safe At First ECB Presser

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by Brunello Rosa

12 December 2019

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Flash Review: Dovish Fed Pledges To Stay On Hold During 2020 Electoral Year

MONETARY AFFAIRS - Preview: Swiss National Bank Likely To Hold Off, For Now

MONETARY AFFAIRS - Preview: Swiss National Bank Likely To Hold Off, For Now

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by Brunello Rosa


12 December 2019

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MONETARY AFFAIRS - Preview: Swiss National Bank Likely To Hold Off, For Now

MONETARY AFFAIRS - Preview: Swiss National Bank Likely To Hold Off, For Now

MONETARY AFFAIRS - Preview: Swiss National Bank Likely To Hold Off, For Now

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by  Brunello Rosa, Farah Aladsani and Fawaz Al Mughrabi

10 December 2019

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MONETARY AFFAIRS - Federal Reserve Preview: Managing The Pause

MONETARY AFFAIRS - Preview: Swiss National Bank Likely To Hold Off, For Now

ECB PREVIEW: All Attention Will Be On Lagarde’s First Press Conference

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by Nouriel Roubini and Brunello Rosa


9 December 2019

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ECB PREVIEW: All Attention Will Be On Lagarde’s First Press Conference

US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time

ECB PREVIEW: All Attention Will Be On Lagarde’s First Press Conference

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By Brunello Rosa

6 December 2019

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US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time

US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time

US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time

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 By Nouriel Roubini

6 December 2019

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POLICY COMPASS - Winter Is Coming For Europe’s Wobbly Coalitions

US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time

US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time

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 By Grégoire Roos and Brunello Rosa

5 December 2019

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NOVEMBER - DECEMBER 2019

Flash Review: Bank of Canada Remains On Hold, With No Particular Bias

Flash Preview: RBA To Remain On Hold In December, While Remaining Dovish

Flash Review: Bank of Canada Remains On Hold, With No Particular Bias

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By Brunello Rosa

4 December 2019

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Flash Review: RBA Remains on Hold, With A Clear Easing Bias

Flash Preview: RBA To Remain On Hold In December, While Remaining Dovish

Flash Review: Bank of Canada Remains On Hold, With No Particular Bias

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By Brunello Rosa

3 December 2019

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Flash Preview: RBA To Remain On Hold In December, While Remaining Dovish

Flash Preview: RBA To Remain On Hold In December, While Remaining Dovish

Flash Preview: RBA To Remain On Hold In December, While Remaining Dovish

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by Brunello Rosa

29 November 2019

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Flash Preview: BoC To Remain On Hold, With Some Risk of Easing

Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump

Flash Preview: RBA To Remain On Hold In December, While Remaining Dovish

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by Brunello Rosa

29 November 2019

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POLICY COMPASS - Fed’s Policy Into 2020-21: Lower For Longer?

Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump

Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump

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 by Nouriel Roubini and Brunello Rosa

15 November 2019

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Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump

Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump

Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump

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by Nouriel Roubini and Brunello Rosa

13 November 2019

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November 2019

Flash Review: RBNZ Remains On Hold, But Is Prepared to Ease More If Needed

Searching The Lost Political Stability: Spain’s Fourth General Election In Four Years

Searching The Lost Political Stability: Spain’s Fourth General Election In Four Years

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by Brunello Rosa

13 November 2019

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Searching The Lost Political Stability: Spain’s Fourth General Election In Four Years

Searching The Lost Political Stability: Spain’s Fourth General Election In Four Years

Searching The Lost Political Stability: Spain’s Fourth General Election In Four Years

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by Luca Bandello and Brunello Rosa

8 November 2019

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Flash Preview: We Expect The Reserve Bank of New Zealand To Cut Rates in November

Searching The Lost Political Stability: Spain’s Fourth General Election In Four Years

Bank of England R: MPC Splits But Remains On Hold, While Signalling Possible Cuts Ahead

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by Brunello Rosa

8 November 2019

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Bank of England R: MPC Splits But Remains On Hold, While Signalling Possible Cuts Ahead

Review: RBA Leaves Rates Unchanged, Reiterates Its Forward Guidance And Is Prepared To Ease More

Bank of England R: MPC Splits But Remains On Hold, While Signalling Possible Cuts Ahead

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by Brunello Rosa

7 November 2019

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Review: RBA Leaves Rates Unchanged, Reiterates Its Forward Guidance And Is Prepared To Ease More

Review: RBA Leaves Rates Unchanged, Reiterates Its Forward Guidance And Is Prepared To Ease More

Review: RBA Leaves Rates Unchanged, Reiterates Its Forward Guidance And Is Prepared To Ease More

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by Brunello Rosa

5 November 2019

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POLICY COMPASS - Bank of England To Remain in Wait–And–See Mode Before The General Election

Review: RBA Leaves Rates Unchanged, Reiterates Its Forward Guidance And Is Prepared To Ease More

Review: RBA Leaves Rates Unchanged, Reiterates Its Forward Guidance And Is Prepared To Ease More

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by Brunello Rosa

1 November 2019

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october-November 2019

POLICY COMPASS - BoE To Remain in Wait–And–See Mode Before The General Election

Review: BoJ Remains On Hold, But Changes Forward Guidance To Signal More Readiness To Ease Policy

MONETARY AFFAIRS - Flash Preview: Reserve Bank of Australia to Stay On Hold In November

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By Brunello Rosa

1 November 2019

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MONETARY AFFAIRS - Flash Preview: Reserve Bank of Australia to Stay On Hold In November

Review: BoJ Remains On Hold, But Changes Forward Guidance To Signal More Readiness To Ease Policy

MONETARY AFFAIRS - Flash Preview: Reserve Bank of Australia to Stay On Hold In November

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by Brunello Rosa

1 November 2019

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Review: BoJ Remains On Hold, But Changes Forward Guidance To Signal More Readiness To Ease Policy

Review: BoJ Remains On Hold, But Changes Forward Guidance To Signal More Readiness To Ease Policy

Review: BoJ Remains On Hold, But Changes Forward Guidance To Signal More Readiness To Ease Policy

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by Brunello Rosa

31 October 2019

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MONETARY AFFAIRS - Review: Fed Cuts Rates And Signals A Pause

MONETARY AFFAIRS - Fed Preview: A 25-bps Rate Cut, And a Likely Pause After

Review: BoJ Remains On Hold, But Changes Forward Guidance To Signal More Readiness To Ease Policy

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by Brunello Rosa 

30 October 2019

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Flash Review: BoC Remains On Hold,But With A Clear Easing Bias

MONETARY AFFAIRS - Fed Preview: A 25-bps Rate Cut, And a Likely Pause After

MONETARY AFFAIRS - Fed Preview: A 25-bps Rate Cut, And a Likely Pause After

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by Brunello Rosa

30 October 2019

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MONETARY AFFAIRS - Fed Preview: A 25-bps Rate Cut, And a Likely Pause After

MONETARY AFFAIRS - Fed Preview: A 25-bps Rate Cut, And a Likely Pause After

MONETARY AFFAIRS - Fed Preview: A 25-bps Rate Cut, And a Likely Pause After

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by Nouriel Roubini and Brunello Rosa

28 October 2019

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October 2019

Resilient Economy And Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options

Resilient Economy And Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options

Resilient Economy And Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options

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By Brunello Rosa and Joseph Shupac

25 October 2019

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MONETARY AFFAIRS - Preview: BoJ Mulls Policy Stimulus In October

Resilient Economy And Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options

Resilient Economy And Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options

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by Nouriel Roubini and Brunello Rosa

25 October 2019

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ECB Review: Draghi Downplays Governing Council Infighting At Farewell Presser

Resilient Economy And Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options

Flash Review: The Riksbank Signals A Long Pause After The December “Probable” Hike

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by Brunello Rosa

24 October 2019

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Flash Review: The Riksbank Signals A Long Pause After The December “Probable” Hike

Flash Review: The Riksbank Signals A Long Pause After The December “Probable” Hike

Flash Review: The Riksbank Signals A Long Pause After The December “Probable” Hike

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by Brunello Rosa

24 October 2019

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Flash Review: Norges Bank Remains On Pause and Mildly Hawkish

Flash Review: The Riksbank Signals A Long Pause After The December “Probable” Hike

ECB PREVIEW: Acknowledging Dissent During Draghi’s Farewell Council Meeting

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by Brunello Rosa

24 October 2019

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ECB PREVIEW: Acknowledging Dissent During Draghi’s Farewell Council Meeting

Flash Review: The Riksbank Signals A Long Pause After The December “Probable” Hike

ECB PREVIEW: Acknowledging Dissent During Draghi’s Farewell Council Meeting

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by Brunello Rosa

22 October 2019

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