118 Pall Mall London SW1Y 5ED | +44(0)207 1010 718
february 2021 - march 2021
Flash Rreview: Flash Review: The Fed Defies Rising Yields by Pledging to Remain Highly Accommodative
Flash Rreview: Flash Review: The Fed Defies Rising Yields by Pledging to Remain Highly Accommodative
Flash Rreview: Flash Review: The Fed Defies Rising Yields by Pledging to Remain Highly Accommodative
by Brunello Rosa
17 March 2021
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
Flash Rreview: Flash Review: The Fed Defies Rising Yields by Pledging to Remain Highly Accommodative
Flash Rreview: Flash Review: The Fed Defies Rising Yields by Pledging to Remain Highly Accommodative
by Nouriel Roubini, Brunello Rosa
and Alessandro Magnoli Bocchi
15 March 2021
Preview: Bank Of Japan To Remain Highly Accommodative After Its Strategy Review
Flash Rreview: Flash Review: The Fed Defies Rising Yields by Pledging to Remain Highly Accommodative
Preview: Bank Of Japan To Remain Highly Accommodative After Its Strategy Review
by Brunello Rosa, Nouriel Roubini and
Fawaz Sulaiman Al Mughrabi
12 March 2021
Flash Preview: Bank of England To Stay Put After Budget and New Remit
ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
Preview: Bank Of Japan To Remain Highly Accommodative After Its Strategy Review
by Brunello Rosa and Karmen Meneses
12 March 2021
ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
by Brunello Rosa
11 March 2021
ECB PREVIEW: ECB To Continue Focusing on Maintaining Favourable Market Conditions
ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
by Brunello Rosa, Nouriel Roubini, Alessandro Magnoli Bocchi
5 March 2021
Flash Review: RBA Ready To Increase QE to Combat Rising Yields
Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates
Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
2 March 2021
Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates
Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates
Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
26 February 2021
European Banks: Are AMCs Coming to Deal With Looming Surge in NPLs?
Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates
Flash Review: RBNZ On Hold, But Ready to Deploy Negative Rates If Necessary
by Brunello Rosa and Nouriel Roubini
25 February 2021
Flash Review: RBNZ On Hold, But Ready to Deploy Negative Rates If Necessary
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
Flash Review: RBNZ On Hold, But Ready to Deploy Negative Rates If Necessary
by Brunello Rosa and Karmen Meneses
24 February 2021
Navigating The Pandemic, Between Scylla and Charybdis
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
by John C. Hulsman* And Brunello Rosa
23 February 2021
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
by Brunello Rosa and Karmen Meneses
19 February 2021
january - february 2021
“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation
“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation
“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation
by Peter Cecchini and Brunello Rosa
17 February 2021
Flash Review: The Riksbank Remains Firmly On Hold, With A Dovish Twist
“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation
“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation
by Brunello Rosa and Fawaz Al Mughrabi
10 February 2021
Flash Preview: Riksbank To Stage A “Dovish Hold” in February
“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation
Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent
by Brunello Rosa and Karmen Meneses
5 February 2021
Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent
Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm
Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent
by Brunello Rosa and Alessandro Magnoli Bocchi
4 February 2021
Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm
Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm
Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
1 February 2021
Flash Review: Federal Reserve Remains On Hold While Sounding Cautiously Upbeat
Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm
Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imm
by Brunello Rosa
27 January 2021
Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review
Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review
Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review
by Brunello Rosa and Karmen Meneses
21 January 2021
Flash Review: ECB Starts Focusing On “Favourable Financing Conditions”
Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review
Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review
by Brunello Rosa
21 January 2021
Flash Review: BoC Remains on Hold With A Slightly Hawkish Undertone
Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review
Flash Review: BoC Remains on Hold With A Slightly Hawkish Undertone
by Brunello Rosa
20 January 2021
ECB Flash Preview: Assessing The Impact of December’s Stimulus
ECB Flash Preview: Assessing The Impact of December’s Stimulus
Flash Review: BoC Remains on Hold With A Slightly Hawkish Undertone
by Brunello Rosa
15 January 2021
Flash Preview: BoJ To Stay Put Ahead of March Policy Review
ECB Flash Preview: Assessing The Impact of December’s Stimulus
Flash Preview: BoJ To Stay Put Ahead of March Policy Review
by Brunello Rosa
15 January 2021
Flash Preview: Bank Of Canada To Wait and See In January
ECB Flash Preview: Assessing The Impact of December’s Stimulus
Flash Preview: BoJ To Stay Put Ahead of March Policy Review
by Brunello Rosa
15 January 2021
november 2020 - january 2021
WORKING PAPER SERIES - An Absurd Government Crisis Takes Centre Stage In Italy
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
by Brunello Rosa
14 January 2021
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
by Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi
23 December 2020
Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review
by Brunello Rosa
18 December 2020
Flash Reviews: BOE, Norges Bank and SNB on Hold, With Different Twists
Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias
Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review
by Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses
17 December 2020
Flash Review: Fed Introduces Outcome-Based Forward Guidance on Asset Purchases
Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias
Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias
by Brunello Rosa
16 December 2020
Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias
Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias
Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias
by Brunello Rosa, Fawaz Al Mughraband and Karmen Meneses
11 December 2020
ECB Extends and Expands Its Easing Programs, But Underwhelms The Market
ECB Extends and Expands Its Easing Programs, But Underwhelms The Market
ECB Extends and Expands Its Easing Programs, But Underwhelms The Market
by Brunello Rosa
10 December 2020
Flash Review: Bank of Canada Stands Pat in December
ECB Extends and Expands Its Easing Programs, But Underwhelms The Market
ECB Extends and Expands Its Easing Programs, But Underwhelms The Market
by Brunello Rosa and Karmen Meneses
9 December 2020
Preview: ECB To Launch Comprehensive Stimulus Package
ECB Extends and Expands Its Easing Programs, But Underwhelms The Market
Preview: ECB To Launch Comprehensive Stimulus Package
by Brunello Rosa, Nouriel Roubini and Fawaz Sulaiman Al Mughrabi
4 December 2020
Flash Preview: Bank Of Canada To Stay Put in December
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
Preview: ECB To Launch Comprehensive Stimulus Package
by Brunello Rosa and Karmen Meneses
4 December 2020
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
by Brunello Rosa and Karmen Meneses
1 December 2020
Flash Preview: RBA To take a Breather In December
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
by Brunello Rosa and Karmen Meneses
27 November 2020
october - november 2020
Flash Review: The Riksbank Expands And Extends QE
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
Flash Preview: Riksbank Likely To Expand QE In November
by Brunello Rosa and Fawaz Al Mughrabi
26 November 2020
Flash Preview: Riksbank Likely To Expand QE In November
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
Flash Preview: Riksbank Likely To Expand QE In November
by Brunello Rosa and Karmen Meneses
20 November 2020
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
by Brunello Rosa and Nouriel Roubini
16 November 2020
Flash Review: RBNZ Provides More Stimulus With A Funding For Lending Program
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
by Brunello Rosa and Karmen Meneses
11 November 2020
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
by Brunello Rosa and Karmen Meneses
6 November 2020
Flash Review: Fed Remains On Hold And Prepared To Add Stimulus If Needed
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
by Brunello Rosa
5 November 2020
Flash Review: Bank of England Expands QE When The Chancellor Announces New Fiscal Stimulus
Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
Flash Review: Bank of England Expands QE When The Chancellor Announces New Fiscal Stimulus
by Brunello Rosa and Fawaz Al Mughrabi
5 November 2020
Uncertainty At Its Highest, As The EU Enters The Second Covid Wave
Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
Flash Review: Bank of England Expands QE When The Chancellor Announces New Fiscal Stimulus
by Brunello Rosa and Grégoire Roos
3 November 2020
Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
by Brunello Rosa and Karmen Meneses
3 November 2020
Preview: Federal Reserve's FOMC On Hold For Now
Flash Preview: Bank Of England To Increase The Size Of QE In November
Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
by Nouriel Roubini, Brunello Rosa and Karmen Meneses
2 November 2020
Flash Preview: Bank Of England To Increase The Size Of QE In November
Flash Preview: Bank Of England To Increase The Size Of QE In November
Flash Preview: Bank Of England To Increase The Size Of QE In November
by Brunello Rosa and Karmen Meneses
30 October 2020
Flash Preview: RBA To Deploy A Comprehensive Stimulus Package
Flash Preview: Bank Of England To Increase The Size Of QE In November
Flash Preview: Bank Of England To Increase The Size Of QE In November
by Brunello Rosa and Fawaz Al Mughrabi
30 October 2020
september - october 2020
Flash Review: ECB To “Recalibrate” All Its Instruments In December
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
Flash Review: BOJ Stands Ready To Ease More if Needed, But Is Not In The Rush To Act
by Brunello Rosa and Nouriel Roubini
29 October 2020
Flash Review: BOJ Stands Ready To Ease More if Needed, But Is Not In The Rush To Act
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
Flash Review: BOJ Stands Ready To Ease More if Needed, But Is Not In The Rush To Act
by Brunello Rosa and Fawaz Al Mughrabi
29 October 2020
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
by Brunello Rosa
28 October 2020
Flash Preview - Bank of Canada To Remain On Hold But Highly Accommodative
Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
by Brunello Rosa and Fawaz Al Mughrabi
23 October 2020
ECB Preview: ECB To Mull Further PEPP Extension and Expansion
Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November
Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November
by Brunello Rosa, Nouriel Roubini and Karmen Meneses
23 October 2020
Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November
Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November
Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November
by Brunello Rosa and Fawaz Al Mughrabi
6 October 2020
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
by Brunello Rosa and Karmen Meneses
2 October 2020
Flash Review: RBNZ Steps Up Preparations For More Easing (And What This Means For The BoE)
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
by Brunello Rosa
23 September 2020
Flash Review: Italian Regional Elections and Referendum End Up Stabilising The Government
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years
by Brunello Rosa
22 September 2020
Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years
Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years
Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years
by Brunello Rosa and Karmen Meneses
22 September 2020
Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language
Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years
Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language
by Brunello Rosa and Karmen Meneses
17 September 2020
Italian Regional Elections and Referendum Pose a Threat to The Government
Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero In Coming Years
Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language
by Brunello Rosa
14 September 2020
july - August 2020
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
by Brunello Rosa and Karmen Meneses
11 September 2020
Flash Review: ECB Warns About Strong Euro, But Leaves Policy Stance Unchanged
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
by Brunello Rosa and Fawaz Al Mughrabi
10 September 2020
Flash Review: Bank of Canada Keeps The Tap of Monetary Easing Running
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
Flash Preview – ECB To Remain Highly Accommodating In Response to the Fed’s Strategy Review
by Brunello Rosa and Fawaz Al Mughrabi
9 September 2020
Flash Preview – ECB To Remain Highly Accommodating In Response to the Fed’s Strategy Review
Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation
Flash Preview – ECB To Remain Highly Accommodating In Response to the Fed’s Strategy Review
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
4 September 2020
Flash Preview – Bank of Canada To Remain on Hold, With A Dovish Twist In September
Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation
Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation
by Brunello Rosa and Karmen Meneses
4 September 2020
Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation
Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation
Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation
by Brunello Rosa and Fawaz Al Mughrabi
1 September 2020
Flash Preview: RBA To Mull (And Possibly Implement) A Response To The Fed’s Strategy Review
Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
by Brunello Rosa and Carmen Meneses
28 August 2020
Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
by Brunello Rosa and Nouriel Roubini
28 August 2020
Flash Review: Norges Bank Remains On Hold, And Cautiously Optimistic
Fed's Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone
by Brunello Rosa and Fawaz Al Mughrabi
20 August 2020
Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone
Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone
Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone
by Brunello Rosa and Fawaz Al Mughrabi
14 August 2020
Flash Review: RBNZ Increases The Size of QE and Signals Further Easing Ahead
Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone
Flash Review: RBNZ Increases The Size of QE and Signals Further Easing Ahead
by Brunello Rosa and Farah Aladsani
12 August 2020
Flash Review: BOE Remains On Holds and Discards Negative Rates (for Now)
Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone
Flash Review: RBNZ Increases The Size of QE and Signals Further Easing Ahead
by Brunello Rosa and Farah Aladsani
6 August 2020
june - july 2020
Flash Review: RBA Remains On Hold But Re-Starts QE, Given The New Lockdown
Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov
Flash Review: RBA Remains On Hold But Re-Starts QE, Given The New Lockdown
by Brunello Rosa and Fawaz Al Mughrabi
4 August 2020
Flash Previews: BOE and RBA To Remain Cautiously On Hold In August
Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov
Flash Review: RBA Remains On Hold But Re-Starts QE, Given The New Lockdown
by Brunello Rosa, Farah Aladsani and Fawaz Sulaiman Al Mughrabi
31 July 2020
Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov
Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov
Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov
by Brunello Rosa
29 July 2020
Flash Reviews: ECB Takes Stock Of The Stimulus Provided Since March
Flash Reviews: ECB Takes Stock Of The Stimulus Provided Since March
Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Cov
by Brunello Rosa and Farah Aladsani
16 July 2020
Flash Review: BOC Remains On Hold But Introduces Forward Guidance
Flash Reviews: ECB Takes Stock Of The Stimulus Provided Since March
Flash Review: BOC Remains On Hold But Introduces Forward Guidance
by Brunello Rosa
15 July 2020
Flash Review: BOJ Remains On Hold But Ready to Act
Flash Reviews: ECB Takes Stock Of The Stimulus Provided Since March
Flash Review: BOC Remains On Hold But Introduces Forward Guidance
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 Previews: ECB, BOJ and BOC to Remain on Hold but Alert in July
by Brunello Rosa and Farah Aladsani
7 July 2020
Flash Preview – Reserve Bank of Australia to Stay On Course In July
Flash Previews: ECB, BOJ and BOC to Remain on Hold but Alert in July
The Deal On the EU “Recovery Fund” Will Have Large National Repercussions
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
Flash Review – The Riksbank Increases Its Monetary Stimulus in July
by Brunello Rosa, Farah Aladsani and Karmen Meneses
1 July 2020
Flash Preview – Riksbank To Weigh QE Expansion In July
The Deal On the EU “Recovery Fund” Will Have Large National Repercussions
Flash Review – The Riksbank Increases Its Monetary Stimulus in July
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 2019 - 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
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 2019 - 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
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
September 2019 - 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
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
march - may 2021
Flash Preview – Bank Of Canada On Hold, With Markets Awaiting Signals From the Bank
Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts
Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts
By Brunello Rosa and Fawaz Sulaiman Al Mughrabi
4 May 2021
Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts
Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts
Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts
By Brunello Rosa and Fawaz Sulaiman Al Mughrabi
6 May 2021
Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts
Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts
Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts
by Brunello Rosa and Karmen Meneses
30 April 2021
Flash Review: Federal Reserve No Time Yet To Think About Tapering
Flash Preview: Bank Of Japan On Hold After The Policy Strategy Review In March
Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts
by Brunello Rosa
28 April 2021
Flash Review: Bank of Japan Stands Pat in April And Confirms Its Easing Bias
Flash Preview: Bank Of Japan On Hold After The Policy Strategy Review In March
Flash Preview: Bank Of Japan On Hold After The Policy Strategy Review In March
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
27 April 2021
Flash Preview: Bank Of Japan On Hold After The Policy Strategy Review In March
Flash Preview: Bank Of Japan On Hold After The Policy Strategy Review In March
Flash Preview: Bank Of Japan On Hold After The Policy Strategy Review In March
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
23 April 2021
Flash Review: ECB Maintains Higher Pace of PEPP Purchases
Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase
Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase
by Brunello Rosa
22 April 2021
Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase
Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase
Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase
by Brunello Rosa
21 April 2021
Flash Preview: ECB To Stay Put Amid Continued Economic Weakness
Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase
Flash Preview: BOC Set For Another QE Taper and Maturity Extension
by Brunello Rosa and Karmen Meneses
16 April 2021
Flash Preview: BOC Set For Another QE Taper and Maturity Extension
Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy
Flash Preview: BOC Set For Another QE Taper and Maturity Extension
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
16 April 21
Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy
Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy
Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy
by Brunello Rosa and Karmen Meneses
19 March 2021
Flash Review: Bank of England Stays Put in March
Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy
Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
18 March 2021