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Brunello Rosa
Brunello Rosa is CEO and Head of Research at R&R. He is a Honorary Visiting Professor in the School of Policy and Global Affairs at City, University of London. Previously he was Visiting Lecturer at the Department of International Politics and a research fellow of the City Political Economy Research Centre of the same university. Brunello is also Senior Executive Fellow of SDA Bocconi, after being for several years Visiting Professor at the Department of Social and Political Sciences of Bocconi University (Italy). He is also an Associate at the Centre For Macroeconomics of the London School of Economics and Political Science, where he is the coordinator of the Executive Education course "Global Macroeconomic Challenges" and has been a practitioner lecturer in finance for MSc students. He was previously a Research Associate at the Systemic Risk Centre and Financial Markets Group of the LSE.
Brunello is an advisor to Steering Committee of the UK Parliament’s All-Party Parliamentary Group on Central Banks and Digital Currencies, to the Chief Economist of the European Investment Bank and to the Ambassador of Italy to the UK. From 2024, Brunello Rosa will attend the meetings of the Academic Advisory Group recently formed by the Bank of England and HM Treasury, on matters related to his line of research on CBDCs. In 2022 he was invited by the Bundesbank to presented his views on the geopolitical aspects of CBDCs for the G7 forum organised by Germany.
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 2021, Brunello Rosa was recognized as Top 20 Dynamic CEOs in the UK by the magazine CEO Publication, with a profile article titled "The Pioneering Visionary".
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.
News
Brunello Rosa recognized as top 20 dynamic ceo in the uk
Read the profile article titled "The Pioneering Visionary"
recent publications
Review: BOJ Keeps Rates Unchanged, And Prepares For Future Hikes
Review: Hawkish Fed Cuts Rates In December, But Halves The Number of Expected Rates Cuts in 2025
Review: Bank of England Keep Rates Unchanged, And Will Resume Its “Gradual Easing” In 2025
by Brunello Rosa and Nato Balavadze
19 December 2024
Review: Bank of England Keep Rates Unchanged, And Will Resume Its “Gradual Easing” In 2025
Review: Hawkish Fed Cuts Rates In December, But Halves The Number of Expected Rates Cuts in 2025
Review: Bank of England Keep Rates Unchanged, And Will Resume Its “Gradual Easing” In 2025
by Brunello Rosa and Nato Balavadze
19 December 2024
Review: Hawkish Fed Cuts Rates In December, But Halves The Number of Expected Rates Cuts in 2025
Review: Hawkish Fed Cuts Rates In December, But Halves The Number of Expected Rates Cuts in 2025
Review: Hawkish Fed Cuts Rates In December, But Halves The Number of Expected Rates Cuts in 2025
by Brunello Rosa and Nato Balavadze
18 December 2024
Preview: BOJ To Stay on Hold In December, Ahead of an Expected Hike in January
Preview: Fed to Cut Rates In December, While Signaling a Pause In January and a Slower Pace
Review: Hawkish Fed Cuts Rates In December, But Halves The Number of Expected Rates Cuts in 2025
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
18 December 2024
Preview: Fed to Cut Rates In December, While Signaling a Pause In January and a Slower Pace
Preview: Fed to Cut Rates In December, While Signaling a Pause In January and a Slower Pace
Preview: Fed to Cut Rates In December, While Signaling a Pause In January and a Slower Pace
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
16 December 2024
Preview: BOE To Keep Rates on Hold in December, With More “Gradual” Easing Coming in 2025
Preview: Fed to Cut Rates In December, While Signaling a Pause In January and a Slower Pace
Preview: Fed to Cut Rates In December, While Signaling a Pause In January and a Slower Pace
by Brunello Rosa and Nato Balavadze
13 December 2024
Review: ECB Cuts Rates In December and Suggests More Monetary Easing In 2025
Review: ECB Cuts Rates In December and Suggests More Monetary Easing In 2025
Review: ECB Cuts Rates In December and Suggests More Monetary Easing In 2025
by Brunello Rosa and Nato Balavadze
12 December 2024
september - december 2024
Preview: ECB To Cut Rates in December by 25bps, With A Hint at a January Cut
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
Preview: ECB To Cut Rates in December by 25bps, With A Hint at a January Cut
by Brunello Rosa and Nato Balavadze
9 December 2024
Review: The Fed Cut Rates In November, As the Market Awaits Trump
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
Preview: ECB To Cut Rates in December by 25bps, With A Hint at a January Cut
by Brunello Rosa and Nato Balavadze
8 November 2024
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
by Brunello Rosa and Nato Balavadze
7 November 2024
Preview: BOE To Cut Rates Again In November, After The Fiscally Tighter Budget
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”
by Brunello Rosa and Nato Balavadze
4 November 2024
Preview: Fed To Cut Rates by 25bps After The Presidential Election
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
4 November 2024
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike
by Brunello Rosa and Nato Balavadze
31 October 2024
Preview: BOJ On Hold Till Q1 2025
Italy is Happily Out of the Radar Screen, But Remains Vulnerable to Shocks
Italy is Happily Out of the Radar Screen, But Remains Vulnerable to Shocks
by Brunello Rosa and Nouriel Roubini
29 October 2024
Italy is Happily Out of the Radar Screen, But Remains Vulnerable to Shocks
Italy is Happily Out of the Radar Screen, But Remains Vulnerable to Shocks
Italy is Happily Out of the Radar Screen, But Remains Vulnerable to Shocks
by Brunello Rosa
22 October 2024
Review: ECB Cut Rates, As It “Starts Breaking the Neck of Inflation”
Italy is Happily Out of the Radar Screen, But Remains Vulnerable to Shocks
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
by Brunello Rosa and Nato Balavadze
17 October 2024
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
11 October 2024
Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises
Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises
Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises
by Brunello Rosa and Nato Balavadze
20 September 2024
Preview: BOJ To Stay on Hold in September. Another Hike In a Few Months
Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises
Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 September 2024
july - september 2024
Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT
by Brunello Rosa and Nato Balavadze
19 September 2024
Review: The Fed Starts Easing Cycle With 50bps Rate Cut
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
18 September 2024
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
16 September 2024
Preview: BOE To Keep Rates Unchanged and Announce Around £100bn of QT In 2024-25
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
By Brunello Rosa and Nato Balavadze
13 September 2024
Review: ECB Cut Rates As Expected, And Keep The Door Open For Future Moves
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
By Brunello Rosa and Nato Balavadze
12 September 2024
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
10 September 2024
Maduro's Controversial Re-election: Unrest, Protests, and Global Reactions
Maduro's Controversial Re-election: Unrest, Protests, and Global Reactions
Maduro's Controversial Re-election: Unrest, Protests, and Global Reactions
by Lāsma Kokina and Brunello Rosa
4 September 2024
US Economy and Tech Earnings Slowdown Fears Keep Markets Volatile
Maduro's Controversial Re-election: Unrest, Protests, and Global Reactions
Maduro's Controversial Re-election: Unrest, Protests, and Global Reactions
by Brunello Rosa, Nato Balavadze and Shane Gravel
30 August 2024
Review: Bank of England Cuts Rates, With a Razor-Thin Majority
Maduro's Controversial Re-election: Unrest, Protests, and Global Reactions
Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September
by Brunello Rosa and Nato Balavadze
1 August 2024
Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September
by Brunello Rosa and Nato Balavadze
31 July 2024
Review: BOJ Raises Rates And Announces the Parameters of QT
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
by Brunello Rosa and Nato Balavadze
31 July 2024
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
by Brunello Rosa, Nouriel Roubini And Nato Balavadze
30 July 2024
June - July 2024
Preview: BOJ Likely to Increase Rates in July, But It Is a Close Call
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
by Nouriel Roubini, Brunello Rosa And Nato Balavadze
30 July 2024
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
29 July 2024
Review: ECB Keeps Rates on Hold In July, But the Door “Wide Open” for A September Cut
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
by Brunello Rosa and Nato Balavadze
18 July 2024
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
15 July 2024
Will the Petrodollar System be Replaced by China-led CBDCs?
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
Macron’s Electoral Gamble Could Cost Dearly to France and Europe
By Brunello Rosa
24 June 2024
Macron’s Electoral Gamble Could Cost Dearly to France and Europe
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
Macron’s Electoral Gamble Could Cost Dearly to France and Europe
By Brunello Rosa and Nouriel Roubini
21 June 2024
Review: Bank of England Left Rates Unchanged and Pushes Any Decision To August
Review: BOJ Remains On Hold in June, But Announces A Reduction in Bond Purchases in July
Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August
by Brunello Rosa and Nato Balavadze
20 June 2024
Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August
Review: BOJ Remains On Hold in June, But Announces A Reduction in Bond Purchases in July
Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
17 June 2024
Review: BOJ Remains On Hold in June, But Announces A Reduction in Bond Purchases in July
Review: BOJ Remains On Hold in June, But Announces A Reduction in Bond Purchases in July
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
by Brunello Rosa and Nato Balavadze
14 June 2024
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
by Brunello Rosa and Nato Balavadze
12 June 2024
Preview: BOJ To Keep Rates on Hold, But a July Hike Is More Likely
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
Preview: Fed Continues To be On Hold, As The Economy Remains Strong
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 June 2024
Preview: Fed Continues To be On Hold, As The Economy Remains Strong
Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)
Preview: Fed Continues To be On Hold, As The Economy Remains Strong
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
11 June 2024
March - June 2024
Review: ECB Cut Rates, But Doesn’t Commit To Any Pre-Determined Easing Path
Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.
Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.
by Brunello Rosa and Nato Balavadze
6 June 2024
Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.
Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.
Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
31 May 2024
"Bumpy" or "Sticky"? Inflation Dynamics for the Eurozone and US
Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.
Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)
By Lāsma Kokina, Nato Balavadze and Brunello Rosa
22 May 2024
Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)
by Brunello Rosa and Nato Balavadze
9 May 2024
Preview: BOE To Remain on Hold in May, While Providing Signals About Upcoming Cuts
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
6 May 2024
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 May 2024
Preview: Fed To Keep Rates on Hold and Push Back The Beginning Of The Easing Cycle
Preview: Fed To Keep Rates on Hold and Push Back The Beginning Of The Easing Cycle
Preview: Fed To Keep Rates on Hold and Push Back The Beginning Of The Easing Cycle
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
30 April 2024
Review: BOJ Keeps Rates Steady But Causes Further Yen Weakness
Preview: Fed To Keep Rates on Hold and Push Back The Beginning Of The Easing Cycle
Preview: Fed To Keep Rates on Hold and Push Back The Beginning Of The Easing Cycle
by Brunello Rosa and Nato Balavadze
26 April 2024
Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings
Preview: Fed To Keep Rates on Hold and Push Back The Beginning Of The Easing Cycle
Review: ECB Signals Its First Rate Cut in June, But Doesn’t Pre-Commit On The Easing Pace
by Nouriel Roubini and Brunello Rosa
26 April 2024
Review: ECB Signals Its First Rate Cut in June, But Doesn’t Pre-Commit On The Easing Pace
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Review: ECB Signals Its First Rate Cut in June, But Doesn’t Pre-Commit On The Easing Pace
by Brunello Rosa and Nato Balavadze
11 April 2024
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
8 April 2024
Review: BOE Gets Closer To The Beginning of its Easing Cycle
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
by Brunello Rosa and Nato Balavadze
21 March 2024
January - March 2024
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
by Brunello Rosa and Nato Balavadze
20 March 2024
Review: BOJ Rises Rates and Removes YCC In Historic Move
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
by Brunello Rosa and Nato Balavadze
19 March 2024
Preview: Fed To Confirm A Delay in The Beginning of The Easing Cycle
Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 March 2024
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
by Brunello Rosa and Nato Balavadze
15 March 2024
Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut
by Brunello Rosa and Nato Balavadze
7 March 2024
Preview: ECB To Buy Time Before Cutting Rates
Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle
Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
4 March 2024
Review: BOE Drops The Hiking Bias and Starts Moving Towards Policy Easing
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
by Brunello Rosa and Nato Balavadze
1 February 2024
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
by Brunello Rosa and Nato Balavadze
31 January 2024
Preview: Fed to Start Preparing The Ground For Rate Cuts
Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March
Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
29 January 2024
Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January
by Brunello Rosa and Nato Balavadze
26 January 2024
Review: ECB Tries To Push Back Expected Time of First Rate Cut To The Summer
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
by Brunello Rosa and Nato Balavadze
25 January 2024
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
by Nouriel Roubini and Brunello Rosa
24 January 2024
December 2023 - January 2024
Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain
Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain
Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain
by Brunello Rosa and Nato Balavadze
23 January 2024
Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts
Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain
Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
23 January 2024
Macron Revolutionises and Rejuvenates The Government Ahead of the European Elections
Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain
Review: BOJ Keeps Its Stance Unchanged and Remains Cautious Regarding Future Tightening
by Brunello Rosa and Shahed Hassanaly
17 January 2024
Review: BOJ Keeps Its Stance Unchanged and Remains Cautious Regarding Future Tightening
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
Review: BOJ Keeps Its Stance Unchanged and Remains Cautious Regarding Future Tightening
by Brunello Rosa and Nato Balavadze
19 December 2023
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
18 December 2023
Review: ECB on Hold on Rates, But Announces Tapering of PEPP Reinvestment
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
by Brunello Rosa and Nato Balavadze
14 December 2023
Review: BOE Keeps Rates on Holds But Pushed Back on Immediate Rate Cuts
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
by Brunello Rosa and Nato Balavadze
14 December 2023
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
by Brunello Rosa and Nato Balavadze
13 December 2023
Preview: ECB on Hold In December, With First Indications on PEPP Reinvestment
Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024
Preview: ECB on Hold In December, With First Indications on PEPP Reinvestment
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
13 December 2023
Preview: Fed to Stay on Hold, “High For Longer” May Be Less Long
The Stability and Growth Pact: A Divisive Attempt at Simplification
Preview: ECB on Hold In December, With First Indications on PEPP Reinvestment
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 December 2023
Flash Preview: BoE To Stay on Hold in December
The Stability and Growth Pact: A Divisive Attempt at Simplification
The Stability and Growth Pact: A Divisive Attempt at Simplification
by Brunello Rosa and Juliette Lechner
6 December 2023
The Stability and Growth Pact: A Divisive Attempt at Simplification
The Stability and Growth Pact: A Divisive Attempt at Simplification
The Stability and Growth Pact: A Divisive Attempt at Simplification
by Brunello Rosa and Juliette Lechner
6 December 2023
September - November 2023
The Geopolitical Motivations Behind CBDCs
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
by Brunello Rosa and Alessandro Tentori
23 November 2023
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
by Brunello Rosa and Nato Balavadze
2 November 2023
Flash Review: The Fed Skips Also November, But Keeps a Tightening Bias
Review: BOE Remains On Hold Also In November, But Could Raise Rates Further
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
by Brunello Rosa and Nato Balavadze
1 November 2023
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
31 October 2023
Preview: “High For Longer” Is More Likely Than “Higher For Longer”
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Review: ECB is “On Hold” But It Does Not Rule Out Further Rate Hikes
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
30 October 2023
Review: ECB is “On Hold” But It Does Not Rule Out Further Rate Hikes
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Review: ECB is “On Hold” But It Does Not Rule Out Further Rate Hikes
by Brunello Rosa and Nato Balavadze
26 October 2023
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
24 October 2023
Review: In a Split Decision, The BOE Pauses After the Lower Inflation Data
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
by Brunello Rosa and Nato Balavadze
21 September 2023
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
by Brunello Rosa and Nato Balavadze
20 September 2023
Preview: Fed To Skip The September Hike, But May Hike Again This Year
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 September 2023
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
by Brunello Rosa and Nato Balavadze
18 September 2023
Review: ECB Hikes Rates and Hints at the Peak of The Tightening Cycle
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data
by Brunello Rosa and Nato Balavadze
14 September 2023
June - September 2023
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
11 September 2023
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
by Brunello Rosa and Nato Balavadze
3 August 2023
Flash Preview: BoE To Continue Its Tightening Policy In July
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
by Brunello Rosa and Nato Balavadze
28 July 2023
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
by Brunello Rosa and Nato Balavadze
28 July 2023
Review: ECB Hikes Rates and Moves to Fully Data-Dependent Mode
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
by Brunello Rosa and Nato Balavadze
27 July 2023
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
by Brunello Rosa and Nato Balavadze
26 July 2023
Preview: BOJ Most Likely To Stay Put In July
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
Preview: Fed To Hike in July But Not Decided If That Is The Last Hike
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
25 July 2023
Preview: Fed To Hike in July But Not Decided If That Is The Last Hike
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
Preview: Fed To Hike in July But Not Decided If That Is The Last Hike
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
24 July 2023
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
24 July 2023
Review: BOE Increases Rates More Than Expected After The Inflation Surprise
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
by Brunello Rosa and Nato Balavadze
22 June 2023
Travel Notes Germany: A Resilient Economy Despite the Technical Recession
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
By Brunello Rosa and Nouriel Roubini
20 June 2023
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
By Brunello Rosa and Nato Balavadze
16 June 2023
March - June 2023
Review: ECB Increases Rates in June, And Hints At July’s, And Possibly Further, Hikes
Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting
Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting
By Brunello Rosa and Nato Balavadze
15 June 2023
Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting
Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting
Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting
By Brunello Rosa and Nato Balavadze
14 June 2023
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
By Brunello Rosa, Nouriel Roubini and Nato Balavadze
12 June 2023
Preview: Fed To Deliver a Hawkish Pause in June
BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 June 2023
Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias
BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation
BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation
by Brunello Rosa and Nato Balavadze
11 May 2023
BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation
BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation
BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation
by Brunello Rosa and Nato Balavadze
5 May 2023
“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
by Brunello Rosa and Nato Balavadze
4 May 2023
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
by Brunello Rosa and Nato Balavadze
3 May 2023
Preview: ECB To Increase Rates By 25bps in May and Remain Hawkish
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 May 2023
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
1 May 2023
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
by Marco Lucchin and Brunello Rosa
30 March 2023
Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
War In Ukraine: “Endgame” Scenarios For the First Proxy War Between US and China In Cold War 2
by Brunello Rosa and Nato Balavadze
23 March 2023
January - March 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
by Brunello Rosa and Nato Balavadze
22 March 2023
Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
20 March 2023
In a Finely Balanced Decision, We Expect The BoE To Raise Rates In March
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: ECB Increases Rates and Confirms to Be Data Dependent, But There’s More Ground To Cover”
by Brunello Rosa and Nato Balavadze
17 March 2023
Review: ECB Increases Rates and Confirms to Be Data Dependent, But There’s More Ground To Cover”
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditionს
Review: ECB Increases Rates and Confirms to Be Data Dependent, But There’s More Ground To Cover”
by Brunello Rosa and Nato Balavadze
16 March 2023
ECB Preview Update: Uncertainty On ECB Decision Increases
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditionს
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditionს
by Brunello Rosa and Nouriel Roubini
14 March 2023
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditionს
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditionს
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditionს
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
13 February 2023
Travel Notes Italy: Navigating Between Macroeconomic Resilience and Geopolitical Tensions
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Flash Review: BOE Increase Rates Again, But Signal A Potential End To Its Tightening Cycle
by Brunello Rosa
22 February 2023
Flash Review: BOE Increase Rates Again, But Signal A Potential End To Its Tightening Cycle
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Flash Review: BOE Increase Rates Again, But Signal A Potential End To Its Tightening Cycle
by Brunello Rosa and Nato Balavadze
2 February 2023
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
by Brunello Rosa and Nato Balavadze
1 February 2023
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
30 January 2023
Preview: ECB To Enter Into Persistent Tightening Territory in February
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: ECB To Enter Into Persistent Tightening Territory in February
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
30 January 2023
Flash Preview: BoE To Deliver a 50bps Rate Increase in February
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: ECB To Enter Into Persistent Tightening Territory in February
by Brunello Rosa and Nato Balavadze
27 January 2023
December 2022 - January 2023
Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
by Brunello Rosa and Nato Balavadze
18 January 2023
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
16 January 2023
Global Outlook 2023: A Year Of Stagflation
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
23 December 2022
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
by Brunello Rosa and Nouriel Roubini
19 December 2022
Review: Norges Bank and SNB Are Approaching The End of Their Tightening Cycles
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT
by Brunello Rosa
15 December 2022
Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT
by Brunello Rosa and Nato Balavadze
15 December 2022
Flash Review: The BOE Increase Bank Rate by 50bps, With A Dovish Three-Way MPC Split
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”
by Brunello Rosa and Nato Balavadze
15 December 2022
Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”
by Brunello Rosa and Nato Balavadze
14 December 2022
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
13 December 2022
Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession
Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
by Brunello Rosa and Nato Balavadze
12 December 2022
Preview: Fed To Slow Down The Pace Of Rate Hikes But To Signal A Higher Peak
Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession
Preview: Fed To Slow Down The Pace Of Rate Hikes But To Signal A Higher Peak
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 December 2022
Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screens
Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession
Preview: Fed To Slow Down The Pace Of Rate Hikes But To Signal A Higher Peak
by Brunello Rosa
2 December 2022
september - november 2022
Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
by Brunello Rosa and Nato Balavadze
3 November 2022
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
by Brunello Rosa and Nato Balavadze
2 November 2022
Flash Preview: BoE To Increase Rates by (At Least) 75bps in November
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 November 2022
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
1 November 2022
Review: ECB Delivers Another Jumbo Rate Hike, And Promises More Tightening Ahead
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
Review: ECB Delivers Another Jumbo Rate Hike, And Promises More Tightening Ahead
by Brunello Rosa and Nato Balavadze
27 October 2022
ECB Preview: Another Jumbo Rate Hike Is On The Table for October
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
Review: ECB Delivers Another Jumbo Rate Hike, And Promises More Tightening Ahead
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
24 October 2022
With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
by Brunello Rosa and Nouriel Roubini
23 September 2022
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
by Brunello Rosa and Nato Balavadze
22 September 2022
Flash Review: Fed Raises Rates by 75bps, But Announces Slower Hiking Pace Ahead
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
by Brunello Rosa and Nato Balavadze
21 September 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
20 September 2022
Flash Preview: BoE to Increase Rates by 50bps Again In September
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”
by Brunello Rosa and Nato Balavadze
9 September 2022
Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”
by Brunello Rosa and Nato Balavadze
8 September 2022
June - September 2022
Preview: ECB to Increase Rates by At Least 50bps in September
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
6 September 2022
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
by Brunello Rosa and Nato Balavadze
4 August 2022
Flash Preview: BoE To Increase Bank Rate by 50bps in August
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent
by Brunello Rosa and Nato Balavadze
29 July 2022
Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent
by Brunello Rosa and Nato Balavadze
27 July 2022
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
25 July 2022
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
by Brunello Rosa and Nato Balavadze
21 July 2022
ECB To Start Its Policy Rate Normalisation and Launch Its Anti-Fragmentation Facility in July
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
15 July 2022
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
by Brunello Rosa
21 June 2022
Flash Review: Bank of England Increases Rates by 25bps in June
Deep Dive Into The Near-Term Future: Global Geopolitics, Macroeconomy, Policy And Financial Markets
Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June
by Brunello Rosa and Nato Balavadze
16 June 2022
Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June
by Brunello Rosa and Nato Balavadze
15 June 2022
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
13 June 2022
Flash Preview: Yet Another Rate Hike From the BoE In June
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
by Brunello Rosa and Nato Balavadze
10 June 2022
March - June 2022
Deep Dive Into The Near-Term Future Part 2: Policy And Financial Markets
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
Flash Review: The ECB Signals The Beginning of Rate Normalisation in July
by Brunello Rosa
10 June 2022
Flash Review: The ECB Signals The Beginning of Rate Normalisation in July
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
Flash Review: The ECB Signals The Beginning of Rate Normalisation in July
by Brunello Rosa and Nato Balavadze
9 June 2022
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
by Brunello Rosa
8 June 2022
Flash Preview: ECB Prepares The Ground For The Rates Liftoff
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
Deep Dive Into The Near-Term Future Part 1: Geopolitics and the Global Macroeconomy
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 June 2022
Flash Review: BOE Raises Rates and Begins The Process Of Asset Sale
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
by Brunello Rosa and Nato Balavadze
5 May 2022
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
by Brunello Rosa and Nato Balavadze
4 May 2022
Fed Preview: FOMC To Increase Rates by 50bps And Start QT In May
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
2 May 2022
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
by Brunello Rosa and Nato Balavadze
29 April 2022
Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3
by Brunello Rosa and Nato Balavadze
14 April 2022
Flash Preview: ECB Preparing The Ground For Policy Decisions In June
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
11 April 2022
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
by Brunello Rosa and Nouriel Roubini
28 March 2022
Flash Review: A Less “Hawkish” BOE Continues Its Policy Normalisation Process
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
by Brunello Rosa and Nato Balavadze
17 March 2022
January 2022 - March 2022
Flash Review: Fed Raises Rates and Announces Imminent Beginning of QT
Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March
Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March
by Brunello Rosa
16 March 2022
Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March
Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March
Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March
by Brunello Rosa and Nato Balavadze
14 March 2022
Flash Preview: US Fed To Begin Its Policy Rate Normalization Plan
Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March
Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
14 March 2022
Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine
Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine
Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine
by Brunello Rosa
10 March 2022
Flash Preview: ECB To End APP and Assess The Stagflationary Impact of The War In Ukraine
Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine
Flash Preview: ECB To End APP and Assess The Stagflationary Impact of The War In Ukraine
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
4 March 2022
Flash Review: Hawkish RBNZ Rises Rates and Announces Further Future Hikes
Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine
Flash Preview: ECB To End APP and Assess The Stagflationary Impact of The War In Ukraine
by Brunello Rosa and Nato Balavadze
23 February 2022
Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February
Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February
Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February
by Brunello Rosa and Nato Balavadze
10 February 2022
Flash Review: ECB Signals A Policy Shift To Occur In March
Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February
Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February
by Brunello Rosa
3 February 2022
Flash Review: BoE Delivers Back-to-Back Hike And Signals More Rate Rises
Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February
Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge
by Brunello Rosa and Nato Balavadze
3 February 2022
Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge
Flash Review: Fed Confirms First Hike in March and Mulls Balance Sheet Run-off
Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge
by Brunello Rosa and Nato Balavadze
28 January 2022
Flash Preview: ECB To Further Clarify Its Policy Stance After March
Flash Review: Fed Confirms First Hike in March and Mulls Balance Sheet Run-off
Flash Review: Fed Confirms First Hike in March and Mulls Balance Sheet Run-off
by Brunello Rosa and Nouriel Roubini
28 January 2022
Flash Review: Fed Confirms First Hike in March and Mulls Balance Sheet Run-off
Flash Review: Fed Confirms First Hike in March and Mulls Balance Sheet Run-off
Flash Review: Fed Confirms First Hike in March and Mulls Balance Sheet Run-off
by Brunello Rosa and Nato Balavadze
27 January 2022
November 2021 - January 2022
Flash Review: Hawkish BOC Flags Upcoming Rate Normalisation
Macro Picture: Long Covid - The Long-Term Economic, Social and Political Impact of the Pandemic
FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start
by Brunello Rosa and Nato Balavadze
27 January 2022
FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start
Macro Picture: Long Covid - The Long-Term Economic, Social and Political Impact of the Pandemic
FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start
by Nouriel Roubini Brunello Rosa
24 January 2022
Macro Picture: Long Covid - The Long-Term Economic, Social and Political Impact of the Pandemic
Macro Picture: Long Covid - The Long-Term Economic, Social and Political Impact of the Pandemic
Macro Picture: Long Covid - The Long-Term Economic, Social and Political Impact of the Pandemic
by Marco Lucchin and Brunello Rosa
14 January 2022
Travel Notes: Italy - All Eyes on The Upcoming Presidential Election
Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads
Macro Picture: Long Covid - The Long-Term Economic, Social and Political Impact of the Pandemic
by Brunello Rosa
5 January 2022
Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads
Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads
Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads
by Brunello Rosa
17 December 2021
Preview: ECB To Launch Its Post-Pandemic Policy Package
Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads
Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads
by Brunello Rosa and Nouriel Roubini
13 December 2021
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
Flash Preview: Bank Of England To Remain On Hold As The UK Moves To Plan B on Omicron Variant
Flash Preview: Bank Of England To Remain On Hold As The UK Moves To Plan B on Omicron Variant
by Nouriel Roubini and Brunello Rosa
13 December 2021
Flash Preview: Bank Of England To Remain On Hold As The UK Moves To Plan B on Omicron Variant
Flash Preview: Bank Of England To Remain On Hold As The UK Moves To Plan B on Omicron Variant
Flash Preview: Bank Of England To Remain On Hold As The UK Moves To Plan B on Omicron Variant
by Brunello Rosa
10 December 2021
Travel Notes - France: Getting Ready For The Presidential Race
Flash Preview: Bank Of England To Remain On Hold As The UK Moves To Plan B on Omicron Variant
Flash Review: BOE Surprises The Market By Keeping Its Interest Rates Unchanged In November
by Brunello Rosa
26 November 2021
Flash Review: BOE Surprises The Market By Keeping Its Interest Rates Unchanged In November
Flash Review: Fed To Begin QE Tapering in November, While Keeping Some Optionality On The Pace
Flash Review: BOE Surprises The Market By Keeping Its Interest Rates Unchanged In November
by Brunello Rosa
4 November 2021
Flash Review: Fed To Begin QE Tapering in November, While Keeping Some Optionality On The Pace
Flash Review: Fed To Begin QE Tapering in November, While Keeping Some Optionality On The Pace
Flash Review: Fed To Begin QE Tapering in November, While Keeping Some Optionality On The Pace
by Brunello Rosa
3 November 2021
Flash Preview: Fed To Announce QE Tapering Beginning In Mid-November
Flash Review: Fed To Begin QE Tapering in November, While Keeping Some Optionality On The Pace
Flash Review: Fed To Begin QE Tapering in November, While Keeping Some Optionality On The Pace
by Nouriel Roubini and Brunello Rosa
1 November 2021