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Brunello Rosa
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 Director 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.
recent research papers
Flash Review: BOJ Remains On Hold But Ready to Act
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
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
15 July 2020
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
by Brunello Rosa, Farah Aladsani, Fawaz Sulaiman Al Mughrabi and Karmen Meneses
10 July 2020
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 Review: RBA Remains On Hold, But Is Wary Of Uncertainty Ahead
by Brunello Rosa and Farah Aladsani
7 July 2020
Flash Preview – Reserve Bank of Australia to Stay On Course In July
The Deal On the EU “Recovery Fund” Will Have Large National Repercussions
Flash Review: RBA Remains On Hold, But Is Wary Of Uncertainty Ahead
by Brunello Rosa and Farah Aladsani
3 July 2020
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
By Grégoire Roos and Brunello Rosa
2 July 2020
Flash Review – The Riksbank Increases Its Monetary Stimulus in July
The Deal On the EU “Recovery Fund” Will Have Large National Repercussions
The Deal On the EU “Recovery Fund” Will Have Large National Repercussions
by Brunello Rosa, Farah Aladsani and Karmen Meneses
1 July 2020
Flash Preview – Riksbank To Weigh QE Expansion In July
Flash Preview – Riksbank To Weigh QE Expansion In July
Flash Preview – Riksbank To Weigh QE Expansion In July
by Brunello Rosa and Karmen Meneses
26 June 2020
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
By Brunello Rosa and Nouriel Roubini
25 June 2020
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
By Brunello Rosa and Farah Aladsani
24 June 2020
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
By Brunello Rosa and Karmen Meneses
19 June 2020
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
By Brunello Rosa, Farah Aladsani and Fawaz Sulaiman Al Mughrabi
18 June 2020
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
By Brunello Rosa and Karmen Meneses
16 June 2020
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
By Brunello Rosa, Farah Aladsani, Fawaz Sulaiman Al Mughrabi, Karmen Meneses and Luca Bandello
12 June 2020
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
By Brunello Rosa
10 June 2020
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
By Brunello Rosa
04 June 2020
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
By Brunello Rosa and Luca Bandello
03 June 2020
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
By Brunello Rosa and Karmen Meneses
2 June 2020
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
By Nouriel Roubini, Brunello Rosa and Farah Aladsani
1 June 2020
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
By Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses
29 May 2020
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
by Nouriel Roubini, Alessandro Magnoli Bocchi, Brunello Rosa, Marco Lucchin
15 May 2020
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
by Brunello Rosa and Farah Aladsani
13 May 2020
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
by Brunello Rosa
12 May 2020
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
By Brunello Rosa and Farah Aladsani
5 May 2020
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
by Brunello Rosa, Fawaz Al Mughrabi,
Farah Aladsani and Karmen Meneses
1 May 2020
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
By Brunello Rosa
30 April 2020
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
by Brunello Rosa
29 April 2020
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
By Brunello Rosa and Fawaz Al Mughrabi
28 April 2020
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
By Brunello Rosa and Nouriel Roubini
28 April 2020
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
by Nouriel Roubini and Brunello Rosa
27 April 2020
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
by Brunello Rosa, Nouriel Roubini, Fawaz Al Mughrabi and Karmen Meneses
24 April 2020
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
By Brunello Rosa and Nouriel Roubini
22 April 2020
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
By Nouriel Roubini and Brunello Rosa
16 April 2020
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
By Brunello Rosa
15 April 2020
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
By Brunello Rosa and Karmen Meneses
9 April 2020
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
by Marco Lucchin and Brunello Rosa
8 April 2020
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
by Brunello Rosa and Farah Aladsani
6 April 2020
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
By Alessandro Magnoli Bocchi, Brunello Rosa and Nouriel Roubini
26 March 2020
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
By Nouriel Roubini and Brunello Rosa
20 March 2020
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
By Brunello Rosa and Karmen Meneses
19 March 2020
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
By Nouriel Roubini, Alessandro Magnoli Bocchi and Brunello Rosa
17 March 2020
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
By Brunello Rosa
16 March 2020
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
By Brunello Rosa
16 March 2020
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
By Brunello Rosa
16 March 2020
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
By Brunello Rosa, Farah Aladsani and Nouriel Roubini
13 March 2020
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
By Brunello Rosa
12 March 2020
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
By Brunello Rosa
12 March 2020
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
By Brunello Rosa and Farah Aladsani
9 March 2020
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
By Brunello Rosa
12 March 2020
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
By Brunello Rosa and Karmen Meneses
3 March 2020
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
By Brunello Rosa
28 February 2020
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
By Nouriel Roubini and Brunello Rosa
25 February 2020
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
By John Hulsman and Brunello Rosa
25 February 2020
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
By Nouriel Roubini and Alessandro Magnoli Bocchi
18 February 2020
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
By Brunello Rosa
14 February 2020
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
by Brunello Rosa and Karmen Meneses
12 February 2020
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
By Brunello Rosa and Farah Aladsani
12 February 2020
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
By Brunello Rosa and Farah Aladsani
7 February 2020
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
by Brunello Rosa and Nouriel Roubini
7 February 2020
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
By Brunello Rosa and Fawaz Sulaiman Al Mughrabi
4 February 2020
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
By Brunello Rosa and Karmen Meneses
31 January 2020
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
By Brunello Rosa
30 January 2020
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
By Brunello Rosa
29 January 2020
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
By Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi
27 January 2020
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
By Brunello Rosa
27 January 2020
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
by Brunello Rosa, Nouriel Roubini and Alessandro Magnoli Bocchi
24 January 2020
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
by Brunello Rosa
23 January 2020
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
By Brunello Rosa and Farah Aladsani
23 January 2020
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
By Brunello Rosa
22 January 2020
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
By Brunello Rosa
22 January 2020
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
By Brunello Rosa and Farah Aladsani
21 January 2020
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
By Brunello Rosa and Nouriel Roubini
20 January 2020
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
By Nouriel Roubini and Brunello Rosa
17 January 2020
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
By Brunello Rosa and Nouriel Roubini
17 January 2020
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
By Brunello Rosa and Nouriel Roubini
17 January 2020
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
By Brunello Rosa and Farah Aladsani
17 January 2020
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
By Brunello Rosa and Nouriel Roubini
16 January 2020
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
by Brunello Rosa, Fawaz Sulaiman Al Mughrabi and Farah Aladsani
19 December 2019
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
by Brunello Rosa and Karmen Meneses
19 December 2019
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
by Nouriel Roubini, Brunello Rosa, and Alessandro Magnoli Bocchi
16 December 2019
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
by Nouriel Roubini and Brunello Rosa
16 December 2019
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
by Brunello Rosa
13 December 2019
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
by Brunello Rosa
13 December 2019
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
by Brunello Rosa
13 December 2019
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
by Brunello Rosa
12 December 2019
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
by Brunello Rosa
12 December 2019
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
by Brunello Rosa
12 December 2019
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
by Brunello Rosa, Farah Aladsani and Fawaz Al Mughrabi
10 December 2019
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
by Nouriel Roubini and Brunello Rosa
9 December 2019
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
By Brunello Rosa
6 December 2019
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
By Nouriel Roubini
6 December 2019
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
By Grégoire Roos and Brunello Rosa
5 December 2019
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
By Brunello Rosa
4 December 2019
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
By Brunello Rosa
3 December 2019
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
by Brunello Rosa
29 November 2019
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
by Brunello Rosa
29 November 2019
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
by Nouriel Roubini and Brunello Rosa
15 November 2019
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
by Nouriel Roubini and Brunello Rosa
13 November 2019
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
by Brunello Rosa
13 November 2019
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
by Luca Bandello and Brunello Rosa
8 November 2019
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
by Brunello Rosa
8 November 2019
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
by Brunello Rosa
7 November 2019
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
by Brunello Rosa
5 November 2019
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
by Brunello Rosa
1 November 2019
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
By Brunello Rosa
1 November 2019
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
by Brunello Rosa
1 November 2019
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
by Brunello Rosa
31 October 2019
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
by Brunello Rosa
30 October 2019
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
by Brunello Rosa
30 October 2019
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
by Nouriel Roubini and Brunello Rosa
28 October 2019
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
By Brunello Rosa and Joseph Shupac
25 October 2019
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
by Nouriel Roubini and Brunello Rosa
25 October 2019
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
by Brunello Rosa
24 October 2019
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
by Brunello Rosa
24 October 2019
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
by Brunello Rosa
24 October 2019
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
by Brunello Rosa
22 October 2019
Preview: Riksbank Remains On Hold, While Keeping Its Hiking Bias
POLICY COMPASS: Brexit Negotiations Continue Amid Increasing Uncertainty
Preview: Riksbank Remains On Hold, While Keeping Its Hiking Bias
by Brunello Rosa
21 October 2019
Flash Preview: Norges Bank To Stay On Hold With No Hiking Bias
POLICY COMPASS: Brexit Negotiations Continue Amid Increasing Uncertainty
Preview: Riksbank Remains On Hold, While Keeping Its Hiking Bias
By Brunello Rosa
18 October 2019
POLICY COMPASS: Brexit Negotiations Continue Amid Increasing Uncertainty
POLICY COMPASS: Brexit Negotiations Continue Amid Increasing Uncertainty
POLICY COMPASS: Brexit Negotiations Continue Amid Increasing Uncertainty
by Brunello Rosa
16 October 2019
EU Update: A Challenging Start For The “Geopolitical Commission”
ITALY UPDATE: Upcoming Budget To Test The Solidity Of The M5S-PD Majority
POLICY COMPASS: Brexit Negotiations Continue Amid Increasing Uncertainty
by Grégoire Roos and Brunello Rosa
11 October 2019
ITALY UPDATE: Upcoming Budget To Test The Solidity Of The M5S-PD Majority
ITALY UPDATE: Upcoming Budget To Test The Solidity Of The M5S-PD Majority
ITALY UPDATE: Upcoming Budget To Test The Solidity Of The M5S-PD Majority
by Brunello Rosa
4 October 2019
Flash Review: RBA Cuts Rates And Signals Further Easing Ahead
ITALY UPDATE: Upcoming Budget To Test The Solidity Of The M5S-PD Majority
ITALY UPDATE: Upcoming Budget To Test The Solidity Of The M5S-PD Majority
By Brunello Rosa
1 October 2019
September 2019
Monetary Affairs - Central Bank Preview: Reserve Bank of Australia Ready To Cut Rates Again
Central Bank Review: SNB Reviews Negative Rates Regime And Moves Closer To An Easier Policy Stance
Brexit Update: Despite The Constitutional Crisis, Boris Johnson Remains The Most Popular Leader
by Brunello Rosa and Francesca Panelli
27 September 2019
Brexit Update: Despite The Constitutional Crisis, Boris Johnson Remains The Most Popular Leader
Central Bank Review: SNB Reviews Negative Rates Regime And Moves Closer To An Easier Policy Stance
Brexit Update: Despite The Constitutional Crisis, Boris Johnson Remains The Most Popular Leader
by Brunello Rosa
26 September 2019
Central Bank Review: SNB Reviews Negative Rates Regime And Moves Closer To An Easier Policy Stance
Central Bank Review: SNB Reviews Negative Rates Regime And Moves Closer To An Easier Policy Stance
Central Bank Review: SNB Reviews Negative Rates Regime And Moves Closer To An Easier Policy Stance
by Brunello Rosa
19 September 2019
Flash Review: Norges Bank Raises Rates Once More Before A Pause
Fed Review: A Divided FOMC Cuts Rates, But Is Less Dovish Than Markets Expected
Central Bank Review: SNB Reviews Negative Rates Regime And Moves Closer To An Easier Policy Stance
by Brunello Rosa
19 September 2019
Flash Review: BoJ On Hold, Getting Ready To Ease Policy In October
Fed Review: A Divided FOMC Cuts Rates, But Is Less Dovish Than Markets Expected
Fed Review: A Divided FOMC Cuts Rates, But Is Less Dovish Than Markets Expected
by Brunello Rosa and Francesca Panelli
19 September 2019
Fed Review: A Divided FOMC Cuts Rates, But Is Less Dovish Than Markets Expected
Fed Review: A Divided FOMC Cuts Rates, But Is Less Dovish Than Markets Expected
Fed Review: A Divided FOMC Cuts Rates, But Is Less Dovish Than Markets Expected
by Brunello Rosa
18 September 2019
MONETARY AFFAIRS - BOJ PREVIEW: Keeping the Powder (Mostly) Dry
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
by Nouriel Roubini, Brunello Rosa and Francesca Panelli
17 September 2019
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
by Nouriel Roubini, Brunello Rosa and Francesca Panelli
16 September 2019
Flash Preview: SNB Getting Ready To Follow The ECB With Lower Rates
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
Flash Preview: SNB Getting Ready To Follow The ECB With Lower Rates
by Brunello Rosa and Francesca Panelli
13 September 2019
Flash Preview: Norges Bank To Weigh Its Options In September
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
Flash Preview: SNB Getting Ready To Follow The ECB With Lower Rates
by Brunello Rosa and Francesca Panelli
13 September 2019
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
By Brunello Rosa
12 September 2019
ECB PREVIEW: ECB’s Easing Package May Be Smaller Than Expected
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
By Brunello Rosa and Nouriel Roubini
6 September 2019
AUGUST 2019
Bank of Canada, Reserve Bank of Australia and Riksbank Preview: On Hold, With A Dovish Bias
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
by Francesca Panelli and Brunello Rosa
30 August 2019
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
By Brunello Rosa
29 August 2019
Italy's Government Crisis Update: A Chaotic Crisis Plunges Italy Into Deep Political Uncertainty
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
by Brunello Rosa
21 August 2019
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
by B. Rosa, N. Roubini and F. Panelli
23 August 2019
MACRO PICTURE - MEXICO: Deteriorating Macroeconomic Outlook Amid Policy Uncertainty
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
Scenario Analysis: Tension Between Iran and US Likely To Continue, Increasing Risk Of Escalation
By Francesca Panelli and Brunello Rosa
22 August 2019
Scenario Analysis: Tension Between Iran and US Likely To Continue, Increasing Risk Of Escalation
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
Scenario Analysis: Tension Between Iran and US Likely To Continue, Increasing Risk Of Escalation
by G. Cafiero, N. Roubini and Brunello Rosa
14 August 2019
Brexit and BoE Update: Brace For Political Turmoil In Coming Months
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Brexit and BoE Update: Brace For Political Turmoil In Coming Months
by Brunello Rosa and Nouriel Roubini
12 July 2019
Flash Review: Bank of Canada Now On Hold, Ready To Go Either Way
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Brexit and BoE Update: Brace For Political Turmoil In Coming Months
by Brunello Rosa
10 July 2019
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Macron’s Push For French and European Reform Remains, But Will Be Constrained
by Brunello Rosa and Nouriel Roubini
9 July 2019
BoC Preview: Balancing Global Headwinds with Domestic Resilience
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
Macron’s Push For French and European Reform Remains, But Will Be Constrained
by Francesca Panelli and Brunello Rosa
5 July 2019
MONETARY AFFAIRS: G10 Central Banks Preparing For Their Easing Moves
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
by Brunello Rosa
4 July 2019
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
by Brunello Rosa
3 July 2019
REVIEW: Fed Moves To Easing Bias As It Stands Ready To Cut Rates In H2
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
by Brunello Rosa
19 June 2019
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
By Brunello Rosa
19 June 2019
POLICY COMPASS: No-Deal Hard Brexit Is Still A Low-Probability Scenario
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
By Nouriel Roubini and Brunello Rosa
18 June 2019
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
By N. Roubini, Brunello Rosa and Alex Waters
17 June 2019
PREVIEW: Norges Bank Set To Increase Rates In Spite Of Dovish Fed and ECB
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
PREVIEW: Norges Bank Set To Increase Rates In Spite Of Dovish Fed and ECB
By Alex Waters and Brunello Rosa
14 June 2019
The SNB Introduces A New Policy Rate (and Claims To Have Space To Ease)
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
PREVIEW: Norges Bank Set To Increase Rates In Spite Of Dovish Fed and ECB
by Brunello Rosa and Alex Waters
13 June 2019