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April 2018

Riksbank Pushes Back The Timing of First Rate Hike

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by Brunello Rosa

26 April 2018

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Italy: Short-Term Resilience, Long-Term Fragility

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by Brunello Rosa and Nouriel Roubini

24 April 2018

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Riksbank: Time to Push Back the Repo Rate Path

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by Brunello Rosa

23 April 2018

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BOE Mulling Rate Hike Amid Brexit Uncertainties

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by Brunello Rosa and Nouriel Roubini

20 April 2018

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ECB to Gradually Exit QE by Year-end

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by Brunello Rosa and Nouriel Roubini

17 April 2018 

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BOC Preview: Cautious BOC To Stay on Hold In April

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by Joseph Shupac and Brunello Rosa

13 April 18

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March 2018

Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO

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By Brunello Rosa, Pablo Gallego Cuervo and Renata Bossini 

28 March 2018

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Fed Review: Fed Delivers A Relatively Hawkish Hike

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by Brunello Rosa

22 March 2018


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Fed Preview march 2018: A “Relatively Hawkish” Hike

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by Brunello Rosa and Nouriel Roubini

19 March 2018


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ECB Drops Easing Bias Amid Dovish Press Conference

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by Brunello Rosa  

8 March 2018

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BOC Preview: On Hold Given Negative Economic Surprises

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by Joseph Shupac and Brunello Rosa

6 March 2018

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ECB’s Dilemma: Euro Strength vs Removing the Easing Bias

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by Brunello Rosa and Nouriel Roubini

2 March 2018

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February 2018

Volatility and Inflation Fears Likely to Continue Weighing on Markets

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by Nouriel Roubini and Brunello Rosa 

14 February 2018

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Riskbank Review: On Hold, With A Dovish Tilt

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by Brunello Rosa

14 February 2018

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Q&A on FOMC Composition and Fed’s Policy Regime

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by Nouriel Roubini and Brunello Rosa 

13 February 2018

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Riksbank Preview: On Hold, With A Dovish Bias

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by Brunello Rosa and Nouriel Roubini

12 February 2018

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BoE Delivers Hawkish Inflation Report

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by Brunello Rosa

6 February 2018

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Italian Elections: Uncertainty and Complacency Abound

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by Brunello Rosa

6 February 2018

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BOE Preview February 2018: On Hold, But Alert

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by Brunello Rosa

2 February 2018

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Fed Preview: On Hold in January, Door Open in March

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by Brunello Rosa

26 January 2018

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January 2018

ECB Review: Strong Euro at the Forefront of ECB’s Attention

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By Brunello Rosa

25 January 2018

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ECB Preview: Taking Stock of the Strong Euro

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By Brunello Rosa

22 January 2018

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The European “Musical Chairs” Game Has Just Begun

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by  Brunello Rosa and Nouriel Roubini

17 January 2018

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Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead

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by Joseph Shupac and Brunello Rosa

11 January 2018

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Western Balkans: Still Many Obstacles to EU Accession

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by Arlind Rama and Brunello Rosa

9 January 2018

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Travel Notes: Will Macron Succeed in Reforming France?

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by Nouriel Roubini and Brunello Rosa

3 January 2018

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December 2017

2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising

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by Nouriel Roubini and Brunello Rosa

20 December 2017

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December 2017 Review: Riksbank Brings Forward Reinvestment Plans

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by Brunello Rosa

20 December 2017

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December 2017 Preview: Riksbank to Extend Monetary Easing

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by Brunello Rosa and Nouriel Roubini

15 December 2017

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Fed Review December 2017: Another Dovish Hike, Caution Ahead

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by Brunello Rosa

13 December 2017

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Fed Preview: Cautious Tightening After The December Hike

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by Brunello Rosa and Nouriel Roubini

11 December 2017

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ECB Preview December 2017: Nuances on Forward Guidance

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by Brunello Rosa

7 December 2017

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November 2017

Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited

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by Brunello Rosa and Nourie Roubini

28 November 2017

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A Hard Brexit with a Canada-Style FTA is the Most Likely Scenario

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by Brunello Rosa and Nourie Roubini

27 November 2017

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Tensions Over Catalonia To Remain Elevated for Some Time Yet

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by Brunello Rosa and Nourie Roubini

16 November 2017

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Are Inflation-Targeting Central Banks Moving Their Goal Posts?

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by Brunello Rosa and Nourie Roubini

8 November 2017

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MONETARY AFFAIRS: BOE Tightening: Unwillingly Dovish

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by Brunello Rosa

2 November 2017

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October 2017

ECB Cautiously Reduces The Pace of QE

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by Brunello Rosa

26 October 2017

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The Riksbank Hints At More QE

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by Brunello Rosa

26 October 2017

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How the Market is Mis-Reading the Riksbank

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by Brunello Rosa and Nouriel Roubini

19 October 2017

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MONETARY AFFIARS: ECB To Cautiously Reduce The Pace of QE

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by Brunello Rosa and Nouriel Roubini

16 October 2017

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BOE To Reduce Accommodation Despite Rising Political Turmoil

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by Brunello Rosa and Nouriel Roubini

13 October 2017

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MACRO PICTURE: The Mystery Of The Missing Inflation

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by Nouriel Roubini and Brunello Rosa

9 October 2017

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September 2017

German Election: Reduced Window For Deeper EZ Integration

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by Brunello Rosa and Nouriel Roubini

25 September 2017

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MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals

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by Brunello Rosa and Nouriel Roubini

20 September 2017

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Fed Preview: "Relatively Dovish" Tightening Set to Continue

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by Brunello Rosa and Nouriel Roubini

15 September 2017

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Further Eurozone Integration: The Time Window is Very Narrow

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by Nouriel Roubini and Brunello Rosa

15 September 2017

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MONATARY AFFAIRS: ECB Review: Draghi Said More than Most People Think

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by Brunello Rosa

7 Septeber 2017

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TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility

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by Brunello Rosa and Nouriel Roubini

5 September 2017

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