Macro Picture

Italy Update: The Economic Recession Worsens The Political Landscape (And Vice-Versa)

image23

by Brunello Rosa

11 March 2019

read paper

MACRO PICTURE - EU Update: Awaiting The Populist Tsunami

image24

by Brunello Rosa and Nouriel Roubini

8 March 2019

read paper

MACRO PICTURE: Venezuela’s Complicated Transition

image25

by Lapo Fioretti, Brunello Rosa, Alex Waters

7 March 2019

read paper

Turkey: Economic Stabilization After The March Local Elections

image26

by Alessandro Magnoli Bocchi

11 January 2019

read paper

June - December 2018

Global Outlook & SAA For 2019: Skating on Thinner Ice

image27

by Nouriel Roubini, Brunello Rosa 

and Alessandro Magnoli Bocchi

18 December 2018

read paper

SCENARIO ANALYSIS - ITALY: Walking A Dangerous Line

image28

by Brunello Rosa    

       

5 October 2018

read paper

BRAZIL: Partisan Trench War Impedes a Huge Potential

image29

by Rémi Bourgeot


2 October 2018

read paper

TURKEY: The Risk of Full-Blown Crisis May Rapidly Become the Baseline

image30

by Nouriel Roubini

14 August 2018

read paper

EMERGING MARKETS OUTLOOK: Rising Risks, Fragility Ahead

image31

by Alessandro Magnoli Bocchi and Francisco Quintana       

24 July 2018 

read paper

TURKEY: Volatility Until the Elections, Slow Normalization Thereafter

image32

By Alessandro Magnoli Bocchi and Pablo Gallego Cuervo

1 June 2018

read paper

March - May 2018

ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election

image33

by Brunello Rosa and Renata Bossini

18 May 2018

read paper

US-China Trade Tensions: Skirmishes or Start of a Broader Trade and Technology War?

image34

 by Nouriel Roubini

2 May 2018

Read paper

SCENARIO ANALYSIS: US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact

image35

by Francisco Quintana and Pablo Gallego

16 April 18

read paper

Russia: An Impressive Normalisation Towards Modest Growth

image36


by Rémi Bourgeot


23 March 2018

read paper

January - February 2018

China: In a Slow Transition, No Hard-landing But a Bumpy Road Ahead

image37

by Francisco Quintana

30 January 2018

Read paper

Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead

image38

by Joseph Shupac and Brunello Rosa 

11 January 2018

Read paper

Western Balkans: Still Many Obstacles to EU Accession

image39


by Arlind Rama and Brunello Rosa

by 9 January 2018

Read paper

December 2017

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

image40

by Nouriel Roubini and Brunello Rosa

20 December 2017

read paper

Saudi Arabia: Rough Seas, But No Storm Ahead

image41


by Alessandro Magnoli Bocchi Francisco Quintana  Pablo Gallego Cuervo

5 December 2017

read paper

U.S. Tax Cuts: A Most Modest Impact on the Economy and Markets

image42

by Nouriel Roubini

4 December 2017

read paper

September - November 2017

Will Fears from China Cause Another Global Risk-off Episode?

image43

by Nouriel Roubini

24 November 2017

Read paper

Tensions Over Catalonia To Remain Elevated for Some Time Yet

image44

by Brunello Rosa and Nouriel Roubini

16 November 2017

Read Paper

The Mystery of the Missing Inflation

image45


by Nouriel Roubini and Brunello Rosa

9 October 2017

read paper

German Election: Reduced Window For Deeper EZ Integration

image46

By Brunello Rosa and Nouriel Roubini

25 September 2017

read paper