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June 2019 - July 2019
Brexit and BoE Update: Brace For Political Turmoil In Coming Months
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Brexit and BoE Update: Brace For Political Turmoil In Coming Months
by Brunello Rosa and Nouriel Roubini
12 July 2019
Flash Review: Bank of Canada Now On Hold, Ready To Go Either Way
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Brexit and BoE Update: Brace For Political Turmoil In Coming Months
by Brunello Rosa
10 July 2019
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Macron’s Push For French and European Reform Remains, But Will Be Constrained
by Brunello Rosa and Nouriel Roubini
9 July 2019
BoC Preview: Balancing Global Headwinds with Domestic Resilience
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
Macron’s Push For French and European Reform Remains, But Will Be Constrained
by Francesca Panelli and Brunello Rosa
5 July 2019
MONETARY AFFAIRS: G10 Central Banks Preparing For Their Easing Moves
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
by Brunello Rosa
4 July 2019
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
by Brunello Rosa
3 July 2019
Flash Review: Riksbank Remains Cautious And Leaves Outlook Unchanged
RBA Cuts Rates for a Second Month in a Row, With The Possibility Of More Easing Ahead
RBA Cuts Rates for a Second Month in a Row, With The Possibility Of More Easing Ahead
by Alex Waters and Brunello Rosa
3 July 2019
RBA Cuts Rates for a Second Month in a Row, With The Possibility Of More Easing Ahead
RBA Cuts Rates for a Second Month in a Row, With The Possibility Of More Easing Ahead
RBA Cuts Rates for a Second Month in a Row, With The Possibility Of More Easing Ahead
by Brunello Rosa and Alex Waters
2 July 2019
MONETARY AFFAIRS - Preview: Riksbank To Remain Prudently Dovish
RBA Cuts Rates for a Second Month in a Row, With The Possibility Of More Easing Ahead
MONETARY AFFAIRS - Preview: Riksbank To Remain Prudently Dovish
by Brunello Rosa and Alex Waters
28 June 2019
MONETARY AFFAIRS - Preview: RBA Ready To Cut Rates Again
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
MONETARY AFFAIRS - Preview: Riksbank To Remain Prudently Dovish
By Alex Waters and Brunello Rosa
28 June 2019
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
by Nouriel Roubini and Brunello Rosa
20 June 2019
Flash Review: Norges Bank Raises Rates and Hints At More Hikes in 2019
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
by Brunello Rosa
20 June 2019
May 2019 - June 2019
REVIEW: Fed Moves To Easing Bias As It Stands Ready To Cut Rates In H2
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
by Brunello Rosa
19 June 2019
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
by Brunello Rosa
19 June 2019
POLICY COMPASS - No-Deal Hard Brexit Is Still A Low-Probability Scenario
Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
by Nouriel Roubini and Brunello Rosa
18 June 2019
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
by Nouriel Roubini, Brunello Rosa and Alex Waters
17 June 2019
PREVIEW: Norges Bank Set To Increase Rates In Spite Of Dovish Fed and ECB
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
PREVIEW: Norges Bank Set To Increase Rates In Spite Of Dovish Fed and ECB
by Alex Waters and Brunello Rosa
14 June 2019
The SNB Introduces A New Policy Rate (and Claims To Have Space To Ease)
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
PREVIEW: Norges Bank Set To Increase Rates In Spite Of Dovish Fed and ECB
by Brunello Rosa and Alex Waters
13 June 2019
Review: ECB Is Not As Dovish As The Market Expected, But Is Ready To Ease
MACRO PICTURE - USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations
Review: ECB Is Not As Dovish As The Market Expected, But Is Ready To Ease
by Brunello Rosa
6 June 2019
ECB Preview: Don’t Expect Too Much Substance, But Still a Dovish Tone
MACRO PICTURE - USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations
Review: ECB Is Not As Dovish As The Market Expected, But Is Ready To Ease
by Brunello Rosa and Nouriel Roubini
3 June 2019
MACRO PICTURE - USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations
MACRO PICTURE - USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations
US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Monetary Policy
by Nouriel Roubini, Brunello Rosa and Giorgio Cafiero
23 May 2019
US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Monetary Policy
US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Monetary Policy
US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Monetary Policy
by Nouriel Roubini and Brunello Rosa
16 May 2019
Flash Review: Norges Bank Surprises Markets And Signals A Rate Hike In June
US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Monetary Policy
Flash Review: Norges Bank Surprises Markets And Signals A Rate Hike In June
by Brunello Rosa
9 May 2019
Review: RBNZ Is The First G10 Central Bank to Cut Rates In This Cycle
US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Monetary Policy
Flash Review: Norges Bank Surprises Markets And Signals A Rate Hike In June
By Alex Waters and Brunello Rosa
8 May 2019
April 2019 - May 2019
RBA Review: Cash Rate Held Steady, Labour Market Key to Rate Outlook
RBA Review: Cash Rate Held Steady, Labour Market Key to Rate Outlook
RBA Review: Cash Rate Held Steady, Labour Market Key to Rate Outlook
by Alex Waters and Brunello Rosa
7 May 2019
MONETARY AFFAIRS - Flash Preview: RBNZ Seen Cutting Rates in May
RBA Review: Cash Rate Held Steady, Labour Market Key to Rate Outlook
RBA Review: Cash Rate Held Steady, Labour Market Key to Rate Outlook
by Brunello Rosa
3 May 2019
MONETARY AFFAIRS - RBA Preview: A Rate Cut Is On The Table
RBA Review: Cash Rate Held Steady, Labour Market Key to Rate Outlook
Review: Fed Remains Patiently Dovish, But No Rate Cuts In Sight
by Brunello Rosa and Alex Waters
3 May 2019
Review: Fed Remains Patiently Dovish, But No Rate Cuts In Sight
Review: Ultra-Dovish Riksbank Lowers Its Repo Rate Path And Extends QE to End-2020
Review: Fed Remains Patiently Dovish, But No Rate Cuts In Sight
by Brunello Rosa and Nouriel Roubini
1 May 2019
Review: Ultra-Dovish Riksbank Lowers Its Repo Rate Path And Extends QE to End-2020
Review: Ultra-Dovish Riksbank Lowers Its Repo Rate Path And Extends QE to End-2020
Review: Ultra-Dovish Riksbank Lowers Its Repo Rate Path And Extends QE to End-2020
by Brunello Rosa
25 April 2019
MONETARY AFFAIRS - BoC Review Bank Of Canada Removes Its Tightening Bias
Review: Ultra-Dovish Riksbank Lowers Its Repo Rate Path And Extends QE to End-2020
Review: Ultra-Dovish Riksbank Lowers Its Repo Rate Path And Extends QE to End-2020
by Brunello Rosa
24 April 2019
The US Can Temporarily “Decouple” From The Eurozone (If The Shock to EZ is Mild)
The US Can Temporarily “Decouple” From The Eurozone (If The Shock to EZ is Mild)
The US Can Temporarily “Decouple” From The Eurozone (If The Shock to EZ is Mild)
by Alex Waters and Brunello Rosa
23 April 2019
MONETARY AFFAIRS - Bank of Canada Preview: On Hold, For Now
The US Can Temporarily “Decouple” From The Eurozone (If The Shock to EZ is Mild)
The US Can Temporarily “Decouple” From The Eurozone (If The Shock to EZ is Mild)
by Alex Waters and Brunello Rosa
19 April 2019
ECB Review: Assessing The Policy Stance Ahead Of Further Possible Action
The US Can Temporarily “Decouple” From The Eurozone (If The Shock to EZ is Mild)
ECB Review: Assessing The Policy Stance Ahead Of Further Possible Action
by Brunello Rosa
10 April 2019
ECB Is Mulling Reserve Tiering, But It Has Not Made Up Its Mind Yet
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
ECB Review: Assessing The Policy Stance Ahead Of Further Possible Action
by Brunello Rosa
8 April 2019
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
By Brunello Rosa and Nouriel Roubini
8 April 2019
MACRO PICTURE - Spain: Steady Economic Growth Threatened By Political Uncertainty
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
by Lapo Fioretti and Brunello Rosa
3 April 2019
March 2019 - April 2019
MACRO PICTURE - EU-US Auto Trade Dispute: Negotiations Before A War
Review: Hawkish Norges Bank Raises Rates and Signals Another Hike Within Six Months
MACRO PICTURE - EU-US Auto Trade Dispute: Negotiations Before A War
By Alex Waters, Brunello Rosa and Nouriel Roubini
2 April 2019
Review: RBNZ Prepares For a Rate Cut
Review: Hawkish Norges Bank Raises Rates and Signals Another Hike Within Six Months
MACRO PICTURE - EU-US Auto Trade Dispute: Negotiations Before A War
By Alex Waters and Brunello Rosa
28 March 2019
Review: Hawkish Norges Bank Raises Rates and Signals Another Hike Within Six Months
Review: Hawkish Norges Bank Raises Rates and Signals Another Hike Within Six Months
Review: Hawkish Norges Bank Raises Rates and Signals Another Hike Within Six Months
By Brunello Rosa and Alex Waters
21 March 2019
MONETARY AFFAIRS: Fed Delivers Another Dovish Surprise
Fed Preview: Extended Pause Highly Likely and Treasuries Runoff to End This Year
Review: Hawkish Norges Bank Raises Rates and Signals Another Hike Within Six Months
By Brunello Rosa and Alex Waters
20 March 2019
POLICY COMPASS: Brexit Update: Going To The Wires
Fed Preview: Extended Pause Highly Likely and Treasuries Runoff to End This Year
Fed Preview: Extended Pause Highly Likely and Treasuries Runoff to End This Year
By Brunello Rosa
15 March 2019
Fed Preview: Extended Pause Highly Likely and Treasuries Runoff to End This Year
Fed Preview: Extended Pause Highly Likely and Treasuries Runoff to End This Year
Fed Preview: Extended Pause Highly Likely and Treasuries Runoff to End This Year
By Nouriel Roubini, Brunello Rosa and Alex Waters
14 March 2019
Italy Update: The Economic Recession Worsens The Political Landscape (And Vice-Versa)
Italy Update: The Economic Recession Worsens The Political Landscape (And Vice-Versa)
Italy Update: The Economic Recession Worsens The Political Landscape (And Vice-Versa)
by Brunello Rosa
11 March 2019
MACRO PICTURE - EU Update: Awaiting The Populist Tsunami
Italy Update: The Economic Recession Worsens The Political Landscape (And Vice-Versa)
Italy Update: The Economic Recession Worsens The Political Landscape (And Vice-Versa)
by Brunello Rosa and Nouriel Roubini
8 March 2019
Review: ECB Adds Monetary Accommodation
Italy Update: The Economic Recession Worsens The Political Landscape (And Vice-Versa)
MACRO PICTURE: Venezuela’s Complicated Transition
by Brunello Rosa
7 March 2019
MACRO PICTURE: Venezuela’s Complicated Transition
Reviewing DNB Reaction Function To Defend The Currency Peg
MACRO PICTURE: Venezuela’s Complicated Transition
by Lapo Fioretti, Brunello Rosa, Alex Waters
7 March 2019
Monetary Affairs - REVIEW: Dovish BOC Signals A Long Pause
Reviewing DNB Reaction Function To Defend The Currency Peg
Reviewing DNB Reaction Function To Defend The Currency Peg
by Brunello Rosa
6 March 2019
Reviewing DNB Reaction Function To Defend The Currency Peg
Reviewing DNB Reaction Function To Defend The Currency Peg
Reviewing DNB Reaction Function To Defend The Currency Peg
by Alex Waters and Brunello Rosa
5 March 2019
February - March 2019
PREVIEW: BOC Likely To Pause For Longer
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
by Alex Waters, Joseph Shupac
and Brunello Rosa
4 March 2019
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
by Nouriel Roubini and Brunello Rosa
21 February 2019
SNB: Rising Global and Domestic Risks To Fight With Little Policy Ammunition
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
SNB: Rising Global and Domestic Risks To Fight With Little Policy Ammunition
by Alex Waters and Brunello Rosa
20 February 2019
TRAVEL NOTES - ITALY: Risks Re-Emerging After The Truce
Germany's Economic and Political Uncertainties Are Rising
SNB: Rising Global and Domestic Risks To Fight With Little Policy Ammunition
by Brunello Rosa
15 February 2019
Germany's Economic and Political Uncertainties Are Rising
Germany's Economic and Political Uncertainties Are Rising
Germany's Economic and Political Uncertainties Are Rising
by Nouriel Roubini and Brunello Rosa
14 February 2019
Brexit Update: Getting to A Deal (One Way or Another)
Germany's Economic and Political Uncertainties Are Rising
Germany's Economic and Political Uncertainties Are Rising
by Brunello Rosa and Nouriel Roubini
13 February 2019
January - February 2019
The Rise of the Populist International: European Dis-Integration Ahead?
The Fed Takes A Sharp Break In the Hiking Cycle and Moves to a Strongly Dovish Stance
The Fed Takes A Sharp Break In the Hiking Cycle and Moves to a Strongly Dovish Stance
by Brunello Rosa and John Hulsman
6 February 2019
The Fed Takes A Sharp Break In the Hiking Cycle and Moves to a Strongly Dovish Stance
The Fed Takes A Sharp Break In the Hiking Cycle and Moves to a Strongly Dovish Stance
The Fed Takes A Sharp Break In the Hiking Cycle and Moves to a Strongly Dovish Stance
by Brunello Rosa
30 January 2019
Fed Preview: Opening The Door To A Pause In The Hiking Cycle
The Fed Takes A Sharp Break In the Hiking Cycle and Moves to a Strongly Dovish Stance
Review: ECB Twists Risks To The Growth Outlook To The Downside
by Alex Waters and Brunello Rosa
25 January 2019
Review: ECB Twists Risks To The Growth Outlook To The Downside
Review: ECB Twists Risks To The Growth Outlook To The Downside
Review: ECB Twists Risks To The Growth Outlook To The Downside
by Brunello Rosa
24 January 2019
DISRUPTIVE IDEAS: The Revenge of Demographics
Review: ECB Twists Risks To The Growth Outlook To The Downside
REVIEW: BOC Remains On Hold, With Hawkish Undertones
Economic, Policy and Financial Implications
of Current Demographic Trends
by Brunello Rosa and Joseph Shupac
15 January 2018
REVIEW: BOC Remains On Hold, With Hawkish Undertones
Review: ECB Twists Risks To The Growth Outlook To The Downside
REVIEW: BOC Remains On Hold, With Hawkish Undertones
by Brunello Rosa, Alex Waters
and Joseph Shupac
09 January 2019
December 2018
MONETARY AFFAIRS - Review: Riksbank Hikes its Policy Rate by 25bps
MONETARY AFFAIRS - Review: Fed Reduces Expected Number of Rate Hikes in 2019
MONETARY AFFAIRS - Review: Fed Reduces Expected Number of Rate Hikes in 2019
by Brunello Rosa
and Alex Waters
19 December 2018
MONETARY AFFAIRS - Review: Fed Reduces Expected Number of Rate Hikes in 2019
MONETARY AFFAIRS - Review: Fed Reduces Expected Number of Rate Hikes in 2019
MONETARY AFFAIRS - Review: Fed Reduces Expected Number of Rate Hikes in 2019
by
Brunello Rosa and Alex Waters
19 December 2018
Global Outlook & Strategic Asset Allocation For 2019: Skating on Thinner Ice
MONETARY AFFAIRS - Review: Fed Reduces Expected Number of Rate Hikes in 2019
MONETARY AFFAIRS -PREVIEW: Fed to Signal Slower Pace of Policy Normalization
by Nouriel Roubini, Brunello Rosa
and Alessandro Magnoli Bocchi
18 December 2018
MONETARY AFFAIRS -PREVIEW: Fed to Signal Slower Pace of Policy Normalization
MONETARY AFFAIRS -PREVIEW: Fed to Signal Slower Pace of Policy Normalization
MONETARY AFFAIRS -PREVIEW: Fed to Signal Slower Pace of Policy Normalization
by Brunello Rosa, Alex Waters
and Nouriel Roubini
17 December 2018
MONETARY AFFAIRS - PREVIEW - Riksbank Likely To Wait Longer Before Lift-Off
MONETARY AFFAIRS -PREVIEW: Fed to Signal Slower Pace of Policy Normalization
MONETARY AFFAIRS - PREVIEW - Riksbank Likely To Wait Longer Before Lift-Off
by Brunello Rosa and Alex Waters
14 December 2018
REVIEW: ECB Confirms Its Policy Stance (With Few Details on Reinvestment)
MONETARY AFFAIRS -PREVIEW: Fed to Signal Slower Pace of Policy Normalization
MONETARY AFFAIRS - PREVIEW - Riksbank Likely To Wait Longer Before Lift-Off
by Brunello Rosa
13 December 2018
October - December 2018
ITALY: Partially Caving In, Given Market and European Pressures
In this Final Rush Risks Remain A Crisis Might Be Needed To Break the Brexit Impasse
ECB PREVIEW: We Do Not Expect A Radical Shift In Policy in December
by Brunello Rosa
5 December 2018
ECB PREVIEW: We Do Not Expect A Radical Shift In Policy in December
In this Final Rush Risks Remain A Crisis Might Be Needed To Break the Brexit Impasse
ECB PREVIEW: We Do Not Expect A Radical Shift In Policy in December
by Brunello Rosa and Nouriel Roubini
30 November 2018
In this Final Rush Risks Remain A Crisis Might Be Needed To Break the Brexit Impasse
In this Final Rush Risks Remain A Crisis Might Be Needed To Break the Brexit Impasse
In this Final Rush Risks Remain A Crisis Might Be Needed To Break the Brexit Impasse
by Brunello Rosa and Nouriel Roubini
7 November 2018
MONETARY AFFAIRS - ECB Review: Rendez-Vous in December for All Decisions
MONETARY AFFAIRS - ECB Review: Rendez-Vous in December for All Decisions
In this Final Rush Risks Remain A Crisis Might Be Needed To Break the Brexit Impasse
by Brunello Rosa
25 October 2018
BOC REVIEW: Trade Relief Ensures An Autumn Hike and Hawkish Tones
MONETARY AFFAIRS - ECB Review: Rendez-Vous in December for All Decisions
MONETARY AFFAIRS - PREVIEW: ECB Likely To Buy More Time Before Committing
by Joseph Shupac and Brunello Rosa
24 October 2018
MONETARY AFFAIRS - PREVIEW: ECB Likely To Buy More Time Before Committing
MONETARY AFFAIRS - ECB Review: Rendez-Vous in December for All Decisions
MONETARY AFFAIRS - PREVIEW: ECB Likely To Buy More Time Before Committing
by Brunello Rosa
22 October 2018
September - October 2018
A Healthy and Expected Market Sell-Off
The Journey To the Next Recession and Financial Crisis in 2020 Has Already Begun
The Journey To the Next Recession and Financial Crisis in 2020 Has Already Begun
by Brunello Rosa
15 October 2018
The Journey To the Next Recession and Financial Crisis in 2020 Has Already Begun
The Journey To the Next Recession and Financial Crisis in 2020 Has Already Begun
The Journey To the Next Recession and Financial Crisis in 2020 Has Already Begun
by Nouriel Roubini and Brunello Rosa
9 October 2018
SCENARIO ANALYSIS - ITALY: Walking A Dangerous Line
The Journey To the Next Recession and Financial Crisis in 2020 Has Already Begun
Italy’s “Populist” Budget Defies the EU, Markets And Rating Agencies
by Brunello Rosa
5 October 2018
Italy’s “Populist” Budget Defies the EU, Markets And Rating Agencies
Italy’s “Populist” Budget Defies the EU, Markets And Rating Agencies
Italy’s “Populist” Budget Defies the EU, Markets And Rating Agencies
by Brunello Rosa
28 September 2018
Fed Hikes Rates and Drops “Accommodative” Stance
Italy’s “Populist” Budget Defies the EU, Markets And Rating Agencies
PREVIEW: Fed Continues to Normalize At a Steady Pace
by Brunello Rosa
27 September 2019
PREVIEW: Fed Continues to Normalize At a Steady Pace
Italy’s “Populist” Budget Defies the EU, Markets And Rating Agencies
PREVIEW: Fed Continues to Normalize At a Steady Pace
by Brunello Rosa
and Nouriel Roubini
24 September 2018
september 2018
Norges Bank Begins Its Well-Telegraphed Tightening Cycle
Norges Bank Begins Its Well-Telegraphed Tightening Cycle
Norges Bank Begins Its Well-Telegraphed Tightening Cycle
by Brunello Rosa
21 September 2018
The European “Musical Chairs” Game Continues
Norges Bank Begins Its Well-Telegraphed Tightening Cycle
Norges Bank Begins Its Well-Telegraphed Tightening Cycle
by Nouriel Roubini and Brunello Rosa
20 September 2018
Travel Notes: Focus on Italy’s First “Populist” Budget
Norges Bank Begins Its Well-Telegraphed Tightening Cycle
Travel Notes: Focus on Italy’s First “Populist” Budget
by Brunello Rosa and Nouriel Roubini
17 September 2018
Review: ECB Buys Time (Again) On Re-Investment Policy
ECB PREVIEW: Still Waiting For Re-Investment Policy Details
Travel Notes: Focus on Italy’s First “Populist” Budget
by Brunello Rosa
13 September 2018
ECB PREVIEW: Still Waiting For Re-Investment Policy Details
ECB PREVIEW: Still Waiting For Re-Investment Policy Details
ECB PREVIEW: Still Waiting For Re-Investment Policy Details
by Brunello Rosa
11 September 2018
Argentina: Between Disaster and Hope
ECB PREVIEW: Still Waiting For Re-Investment Policy Details
ECB PREVIEW: Still Waiting For Re-Investment Policy Details
by Brunello Rosa
and Joseph Shupac
5 September 2018
July-August 2018
DISRUPTIVE IDEAS: Hedging Against A Euro Break-Up
DISRUPTIVE IDEAS: Hedging Against A Euro Break-Up
DISRUPTIVE IDEAS: Hedging Against A Euro Break-Up
by Alessandro Magnoli Bocchi, Brunello Rosa, Pablo Gallego, Damiano Terziotti
30 August 2018
BOJ Policy Tweaks Fail To Impress Markets
DISRUPTIVE IDEAS: Hedging Against A Euro Break-Up
DISRUPTIVE IDEAS: Hedging Against A Euro Break-Up
by Brunello Rosa
and Nouriel Roubini
21 August 2018
REVIEW: BOE Ends Up Delivering A Dovish Hike
DISRUPTIVE IDEAS: Hedging Against A Euro Break-Up
PREVIEW: BOE Finds A Window To Slot In a Rate Hike
by Brunello Rosa
2 August 2018
PREVIEW: BOE Finds A Window To Slot In a Rate Hike
ECB Review: Details On Reinvestment Policy to Come After the Summer
PREVIEW: BOE Finds A Window To Slot In a Rate Hike
by Brunello Rosa
27 July 2018
ECB Review: Details On Reinvestment Policy to Come After the Summer
ECB Review: Details On Reinvestment Policy to Come After the Summer
ECB Review: Details On Reinvestment Policy to Come After the Summer
by Brunello Rosa
26 July 2018
ECB PREVIEW: Focus on Re-Investment Policy
ECB Review: Details On Reinvestment Policy to Come After the Summer
ECB Review: Details On Reinvestment Policy to Come After the Summer
by Brunello Rosa
20 July 2018
June - July 2018
MARKET VIEWS Yield Curve “Near-Inversion” Does Not Imply U.S. Recession
PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes
MARKET VIEWS Yield Curve “Near-Inversion” Does Not Imply U.S. Recession
by Brunello Rosa
13 July 2018
BOC Review: Hike Now, and on a Half-Yearly Basis
PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes
MARKET VIEWS Yield Curve “Near-Inversion” Does Not Imply U.S. Recession
by Joseph Shupac
and Brunello Rosa
12 July 2018
PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes
PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes
PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes
by Joseph Shupac and Brunello Rosa
6 July 2018
TRAVEL NOTES - FRANCE: Europe’s (Temporary) Bright Spot
ITALY: New Government to Be Initially Only Modestly Confrontational with Europe
PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes
by Brunello Rosa and Nouriel Roubini
4 July 2018
MONETARY AFFAIRS: BOE After June MPC and Mansion House Speech
ITALY: New Government to Be Initially Only Modestly Confrontational with Europe
ITALY: New Government to Be Initially Only Modestly Confrontational with Europe
by Brunello Rosa
22 June 2018
ITALY: New Government to Be Initially Only Modestly Confrontational with Europe
ITALY: New Government to Be Initially Only Modestly Confrontational with Europe
ITALY: New Government to Be Initially Only Modestly Confrontational with Europe
by Brunello Rosa and Nouriel Roubini
20 June 2018
April - June 2018
ECB Indicates End of QE and Beginning of Rates Guidance
ECB Indicates End of QE and Beginning of Rates Guidance
ECB Indicates End of QE and Beginning of Rates Guidance
By Brunello Rosa
14 June 2018
Fed Review: Fed Delivers A Hawkish Hike
ECB Indicates End of QE and Beginning of Rates Guidance
ECB Indicates End of QE and Beginning of Rates Guidance
by Brunello Rosa
13 June 2018
Fed: Hike in June Done Deal, Four Hikes in 2018 Not Yet
ECB Indicates End of QE and Beginning of Rates Guidance
ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide
by Nouriel Roubini and Brunello Rosa
11 June 2018
ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide
ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide
ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide
by Brunello Rosa and Nouriel Roubini
8 June 2018
TRAVEL NOTES: UK Post-Brexit Customs Options Mask Deeper Choices
ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide
TRAVEL NOTES: UK Post-Brexit Customs Options Mask Deeper Choices
by Brunello Rosa and Nouriel Roubini
6 June 2018
Germany Remains Cautious On Further Eurozone Integration
ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide
TRAVEL NOTES: UK Post-Brexit Customs Options Mask Deeper Choices
by Brunello Rosa and Nouriel Roubini
5 June 2018
Working Paper - ITALY: Political Crisis Intensifies and Becomes Institutional
ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election
Working Paper - ITALY: Political Crisis Intensifies and Becomes Institutional
by Brunello Rosa
29 May 2018
GERMANY: An Economic Powerhouse Trying to Revive the Political Centre Ground
ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election
Working Paper - ITALY: Political Crisis Intensifies and Becomes Institutional
By Rémi Bourgeot and Brunello Rosa
23 May 2018
ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election
ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election
ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election
by Brunello Rosa and Renata Bossini
18 May 2018
BOE Stays on Hold and Remains Data Dependent
BOE To Remain on Hold in May (And Even a Hike in August Is Not A Done Deal)
ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election
by
Brunello Rosa
10 May 2018
BOE To Remain on Hold in May (And Even a Hike in August Is Not A Done Deal)
BOE To Remain on Hold in May (And Even a Hike in August Is Not A Done Deal)
BOE To Remain on Hold in May (And Even a Hike in August Is Not A Done Deal)
by Brunello Rosa
4 May 2018
Riksbank Pushes Back The Timing of First Rate Hike
BOE To Remain on Hold in May (And Even a Hike in August Is Not A Done Deal)
BOE To Remain on Hold in May (And Even a Hike in August Is Not A Done Deal)
by Brunello Rosa
26 April 2018
February - April 2018
Italy: Short-Term Resilience, Long-Term Fragility
Italy: Short-Term Resilience, Long-Term Fragility
Italy: Short-Term Resilience, Long-Term Fragility
by Brunello Rosa and Nouriel Roubini
24 April 2018
Riksbank: Time to Push Back the Repo Rate Path
Italy: Short-Term Resilience, Long-Term Fragility
Italy: Short-Term Resilience, Long-Term Fragility
by Brunello Rosa
23 April 2018
BOE Mulling Rate Hike Amid Brexit Uncertainties
Italy: Short-Term Resilience, Long-Term Fragility
BOE Mulling Rate Hike Amid Brexit Uncertainties
by Brunello Rosa and Nouriel Roubini
20 April 2018
ECB to Gradually Exit QE by Year-end
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
BOE Mulling Rate Hike Amid Brexit Uncertainties
by Brunello Rosa and Nouriel Roubini
17 April 2018
BOC Preview: Cautious BOC To Stay on Hold In April
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
by Joseph Shupac and Brunello Rosa
13 April 18
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
By Brunello Rosa, Pablo Gallego Cuervo and Renata Bossini
28 March 2018
Fed Review: Fed Delivers A Relatively Hawkish Hike
Fed Preview march 2018: A “Relatively Hawkish” Hike
Fed Preview march 2018: A “Relatively Hawkish” Hike
by Brunello Rosa
22 March 2018
Fed Preview march 2018: A “Relatively Hawkish” Hike
Fed Preview march 2018: A “Relatively Hawkish” Hike
Fed Preview march 2018: A “Relatively Hawkish” Hike
by Brunello Rosa and Nouriel Roubini
19 March 2018
ECB Drops Easing Bias Amid Dovish Press Conference
Fed Preview march 2018: A “Relatively Hawkish” Hike
BOC Preview: On Hold Given Negative Economic Surprises
by Brunello Rosa
8 March 2018
BOC Preview: On Hold Given Negative Economic Surprises
Volatility and Inflation Fears Likely to Continue Weighing on Markets
BOC Preview: On Hold Given Negative Economic Surprises
by Joseph Shupac and Brunello Rosa
6 March 2018
ECB’s Dilemma: Euro Strength vs Removing the Easing Bias
Volatility and Inflation Fears Likely to Continue Weighing on Markets
Volatility and Inflation Fears Likely to Continue Weighing on Markets
by Brunello Rosa and Nouriel Roubini
2 March 2018
Volatility and Inflation Fears Likely to Continue Weighing on Markets
Volatility and Inflation Fears Likely to Continue Weighing on Markets
Volatility and Inflation Fears Likely to Continue Weighing on Markets
by Nouriel Roubini and Brunello Rosa
14 February 2018
January - February 2018
Riskbank Review: On Hold, With A Dovish Tilt
Q&A on FOMC Composition and Fed’s Policy Regime
Q&A on FOMC Composition and Fed’s Policy Regime
by Brunello Rosa
14 February 2018
Q&A on FOMC Composition and Fed’s Policy Regime
Q&A on FOMC Composition and Fed’s Policy Regime
Q&A on FOMC Composition and Fed’s Policy Regime
by Nouriel Roubini and Brunello Rosa
13 February 2018
Riksbank Preview: On Hold, With A Dovish Bias
Q&A on FOMC Composition and Fed’s Policy Regime
Riksbank Preview: On Hold, With A Dovish Bias
by Brunello Rosa and Nouriel Roubini
12 February 2018
BoE Delivers Hawkish Inflation Report
Italian Elections: Uncertainty and Complacency Abound
Riksbank Preview: On Hold, With A Dovish Bias
by Brunello Rosa
6 February 2018
Italian Elections: Uncertainty and Complacency Abound
Italian Elections: Uncertainty and Complacency Abound
Italian Elections: Uncertainty and Complacency Abound
by Brunello Rosa
6 February 2018
BOE Preview February 2018: On Hold, But Alert
Italian Elections: Uncertainty and Complacency Abound
Italian Elections: Uncertainty and Complacency Abound
by Brunello Rosa
2 February 2018
Fed Preview: On Hold in January, Door Open in March
ECB Review: Strong Euro at the Forefront of ECB’s Attention
ECB Review: Strong Euro at the Forefront of ECB’s Attention
by Brunello Rosa
26 January 2018
ECB Review: Strong Euro at the Forefront of ECB’s Attention
ECB Review: Strong Euro at the Forefront of ECB’s Attention
ECB Review: Strong Euro at the Forefront of ECB’s Attention
By Brunello Rosa
25 January 2018
ECB Preview: Taking Stock of the Strong Euro
ECB Review: Strong Euro at the Forefront of ECB’s Attention
The European “Musical Chairs” Game Has Just Begun
By Brunello Rosa
22 January 2018
The European “Musical Chairs” Game Has Just Begun
Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead
The European “Musical Chairs” Game Has Just Begun
by Brunello Rosa and Nouriel Roubini
17 January 2018
Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead
Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead
Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead
by Joseph Shupac and Brunello Rosa
11 January 2018
Western Balkans: Still Many Obstacles to EU Accession
Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead
Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead
by Arlind Rama and Brunello Rosa
9 January 2018
November- December 2017
Travel Notes: Will Macron Succeed in Reforming France?
2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising
2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising
by Nouriel Roubini and Brunello Rosa
3 January 2018
2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising
2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising
2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising
by Nouriel Roubini and Brunello Rosa
20 December 2017
December 2017 Review: Riksbank Brings Forward Reinvestment Plans
2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising
December 2017 Review: Riksbank Brings Forward Reinvestment Plans
by Brunello Rosa
20 December 2017
December 2017 Preview: Riksbank to Extend Monetary Easing
Fed Review December 2017: Another Dovish Hike, Caution Ahead
December 2017 Review: Riksbank Brings Forward Reinvestment Plans
by Brunello Rosa and Nouriel Roubini
15 December 2017
Fed Review December 2017: Another Dovish Hike, Caution Ahead
Fed Review December 2017: Another Dovish Hike, Caution Ahead
Fed Review December 2017: Another Dovish Hike, Caution Ahead
by Brunello Rosa
13 December 2017
Fed Preview: Cautious Tightening After The December Hike
Fed Review December 2017: Another Dovish Hike, Caution Ahead
Fed Review December 2017: Another Dovish Hike, Caution Ahead
by Brunello Rosa and Nouriel Roubini
11 December 2017
ECB Preview December 2017: Nuances on Forward Guidance
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
by Brunello Rosa
7 December 2017
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
by Brunello Rosa and Nourie Roubini
28 November 2017
A Hard Brexit with a Canada-Style FTA is the Most Likely Scenario
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
A Hard Brexit with a Canada-Style FTA is the Most Likely Scenario
by Brunello Rosa and Nourie Roubini
27 November 2017
Tensions Over Catalonia To Remain Elevated For Some Time Yet
Are Inflation-Targeting Central Banks Moving Their Goal Posts?
A Hard Brexit with a Canada-Style FTA is the Most Likely Scenario
by Brunello Rosa and Nouriel Roubini
16 November 2017
Are Inflation-Targeting Central Banks Moving Their Goal Posts?
Are Inflation-Targeting Central Banks Moving Their Goal Posts?
Are Inflation-Targeting Central Banks Moving Their Goal Posts?
by Brunello Rosa and Nourie Roubini
8 November 2017
MONETARY AFFAIRS: BOE Tightening: Unwillingly Dovish
Are Inflation-Targeting Central Banks Moving Their Goal Posts?
Are Inflation-Targeting Central Banks Moving Their Goal Posts?
by Brunello Rosa
2 November 2017
September - October 2017
ECB Cautiously Reduces The Pace of QE
How the Market is Mis-Reading the Riksbank
ECB Cautiously Reduces The Pace of QE
by Brunello Rosa
26 October 2017
The Riksbank Hints At More QE
How the Market is Mis-Reading the Riksbank
ECB Cautiously Reduces The Pace of QE
by Brunello Rosa
26 October 2017
How the Market is Mis-Reading the Riksbank
How the Market is Mis-Reading the Riksbank
MONETARY AFFIARS: ECB To Cautiously Reduce The Pace of QE
by Brunello Rosa and Nouriel Roubini
19 October 2017
MONETARY AFFIARS: ECB To Cautiously Reduce The Pace of QE
BOE To Reduce Accommodation Despite Rising Political Turmoil
MONETARY AFFIARS: ECB To Cautiously Reduce The Pace of QE
by Brunello Rosa and Nouriel Roubini
16 October 2017
BOE To Reduce Accommodation Despite Rising Political Turmoil
BOE To Reduce Accommodation Despite Rising Political Turmoil
BOE To Reduce Accommodation Despite Rising Political Turmoil
by Brunello Rosa and Nouriel Roubini
13 October 2017
MACRO PICTURE: The Mystery Of The Missing Inflation
BOE To Reduce Accommodation Despite Rising Political Turmoil
BOE To Reduce Accommodation Despite Rising Political Turmoil
by Nouriel Roubini and Brunello Rosa
9 October 2017
German Election: Reduced Window For Deeper EZ Integration
MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
by Brunello Rosa and Nouriel Roubini
25 September 2017
MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
by Brunello Rosa and Nouriel Roubini
20 September 2017
Fed Preview: "Relatively Dovish" Tightening Set to Continue
MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
Further Eurozone Integration: The Time Window is Very Narrow
by Brunello Rosa and Nouriel Roubini
15 September 2017
Further Eurozone Integration: The Time Window is Very Narrow
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
Further Eurozone Integration: The Time Window is Very Narrow
by Nouriel Roubini and Brunello Rosa
15 September 2017
MONATARY AFFAIRS: ECB Review: Draghi Said More than Most People Think
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
by Brunello Rosa
7 Septeber 2017
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
by Brunello Rosa and Nouriel Roubini
5 September 2017
July 2019 - August 2019
Salvini Pulls The Plug On Conte’s Gov't and Seeks “Full Powers" With Early Elections
Salvini Pulls The Plug On Conte’s Gov't and Seeks “Full Powers" With Early Elections
Salvini Pulls The Plug On Conte’s Gov't and Seeks “Full Powers" With Early Elections
by Brunello Rosa
9 August 2019
Flash Preview: Norges Bank To Remain On Hold, But Still Open To Future Hikes
Salvini Pulls The Plug On Conte’s Gov't and Seeks “Full Powers" With Early Elections
Salvini Pulls The Plug On Conte’s Gov't and Seeks “Full Powers" With Early Elections
by Brunello Rosa
9 August 2019
Flash Review: RBNZ Cuts Rates More Than Expected And Signals Further Easing
Salvini Pulls The Plug On Conte’s Gov't and Seeks “Full Powers" With Early Elections
Flash Review: RBNZ Cuts Rates More Than Expected And Signals Further Easing
by Brunello Rosa
7 August 2019
MONETARY AFFAIRS - Flash Preview: RBNZ to Cut Rates in August
MONETARY AFFAIRS - Fed Review: Fed Unwillingly Delivers A Relatively Hawkish Rate Cut
Flash Review: RBNZ Cuts Rates More Than Expected And Signals Further Easing
by Brunello Rosa and Francesca Panelli
2 August 2019
Flash Review: BOE Leaves Policy Stance Unchanged And Awaits Brexit Outcome
MONETARY AFFAIRS - Fed Review: Fed Unwillingly Delivers A Relatively Hawkish Rate Cut
MONETARY AFFAIRS - Fed Review: Fed Unwillingly Delivers A Relatively Hawkish Rate Cut
by Brunello Rosa
1 August 2019
MONETARY AFFAIRS - Fed Review: Fed Unwillingly Delivers A Relatively Hawkish Rate Cut
MONETARY AFFAIRS - Fed Review: Fed Unwillingly Delivers A Relatively Hawkish Rate Cut
MONETARY AFFAIRS - Fed Review: Fed Unwillingly Delivers A Relatively Hawkish Rate Cut
by Brunello Rosa
31 July 2019
A Cautious BOJ Stays Put, But Signals Readiness To Ease If Economic Conditions Worsen
A Cautious BOJ Stays Put, But Signals Readiness To Ease If Economic Conditions Worsen
A Cautious BOJ Stays Put, But Signals Readiness To Ease If Economic Conditions Worsen
by Brunello Rosa, and Francesca Panelli
30 July 2019
Fed to Cut Rates by 25bps in July and Signal Another 25bps Cut In September
A Cautious BOJ Stays Put, But Signals Readiness To Ease If Economic Conditions Worsen
A Cautious BOJ Stays Put, But Signals Readiness To Ease If Economic Conditions Worsen
By N. Roubini, Brunello Rosa and Alex Waters
29 July 2019
MONETARY AFFAIRS - BOJ Preview: Incremental Steps Before September’s Decisions
A Cautious BOJ Stays Put, But Signals Readiness To Ease If Economic Conditions Worsen
MONETARY AFFAIRS - Review: ECB Prepares To Deliver Fresh Stimulus Package In September
by A. Waters, Brunello Rosa, Nouriel Roubini
26 July 2019
MONETARY AFFAIRS - Review: ECB Prepares To Deliver Fresh Stimulus Package In September
Russia: Monetary Stabilisation, Economic Stagnation, Geopolitics Create Mixed Political Picture
MONETARY AFFAIRS - Review: ECB Prepares To Deliver Fresh Stimulus Package In September
by Brunello Rosa
25 July 2019
ECB PREVIEW: Getting Ready To Deliver More Easing In September
Russia: Monetary Stabilisation, Economic Stagnation, Geopolitics Create Mixed Political Picture
Russia: Monetary Stabilisation, Economic Stagnation, Geopolitics Create Mixed Political Picture
by Brunello Rosa, Alex Waters and Francesca Panelli
19 July 2019
Russia: Monetary Stabilisation, Economic Stagnation, Geopolitics Create Mixed Political Picture
Russia: Monetary Stabilisation, Economic Stagnation, Geopolitics Create Mixed Political Picture
Russia: Monetary Stabilisation, Economic Stagnation, Geopolitics Create Mixed Political Picture
by Rémi Bourgeot and Brunello Rosa
17 July 2019
August 2019 - September 2019
MONETARY AFFAIRS - BOJ PREVIEW: Keeping the Powder (Mostly) Dry
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
by Nouriel Roubini, Brunello Rosa and Francesca Panelli
17 September 2019
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
by Nouriel Roubini, Brunello Rosa and Francesca Panelli
16 September 2019
Flash Preview: SNB Getting Ready To Follow The ECB With Lower Rates
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
Flash Preview: SNB Getting Ready To Follow The ECB With Lower Rates
by Brunello Rosa and Francesca Panelli
13 September 2019
Flash Preview: Norges Bank To Weigh Its Options In September
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
Flash Preview: SNB Getting Ready To Follow The ECB With Lower Rates
by Brunello Rosa and Francesca Panelli
13 September 2019
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
by Brunello Rosa
12 September 2019
ECB PREVIEW: ECB’s Easing Package May Be Smaller Than Expected
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program
by Brunello Rosa and Nouriel Roubini
6 September 2019
Bank of Canada, Reserve Bank of Australia and Riksbank Preview: On Hold, With A Dovish Bias
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
by Francesca Panelli and Brunello Rosa
30 August 2019
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
By Brunello Rosa
29 August 2019
Italy's Government Crisis Update: A Chaotic Crisis Plunges Italy Into Deep Political Uncertainty
ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
by Brunello Rosa
21 August 2019
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
by B. Rosa, N. Roubini and F. Panelli
23 August 2019
MACRO PICTURE - MEXICO: Deteriorating Macroeconomic Outlook Amid Policy Uncertainty
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
Scenario Analysis: Tension Between Iran and US Likely To Continue, Increasing Risk Of Escalation
By Francesca Panelli and Brunello Rosa
22 August 2019
Scenario Analysis: Tension Between Iran and US Likely To Continue, Increasing Risk Of Escalation
MONETARY AFFAIRS - ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
Scenario Analysis: Tension Between Iran and US Likely To Continue, Increasing Risk Of Escalation
by G. Cafiero, N. Roubini and Brunello Rosa
14 August 2019