Macro Picture
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
by Brunello Rosa and Nouriel Roubini
8 March 2019
MACRO PICTURE: Venezuela’s Complicated Transition
by Lapo Fioretti, Brunello Rosa, Alex Waters
7 March 2019
Turkey: Economic Stabilization After The March Local Elections
by Alessandro Magnoli Bocchi
11 January 2019
June - December 2018
Global Outlook & SAA For 2019: Skating on Thinner Ice
by Nouriel Roubini, Brunello Rosa
and Alessandro Magnoli Bocchi
18 December 2018
TURKEY: The Risk of Full-Blown Crisis May Rapidly Become the Baseline
by Nouriel Roubini
14 August 2018
EMERGING MARKETS OUTLOOK: Rising Risks, Fragility Ahead
by Alessandro Magnoli Bocchi and Francisco Quintana
24 July 2018
TURKEY: Volatility Until the Elections, Slow Normalization Thereafter
By Alessandro Magnoli Bocchi and Pablo Gallego Cuervo
1 June 2018
March - May 2018
ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election
by Brunello Rosa and Renata Bossini
18 May 2018
US-China Trade Tensions: Skirmishes or Start of a Broader Trade and Technology War?
by Nouriel Roubini
2 May 2018
SCENARIO ANALYSIS: US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact
by Francisco Quintana and Pablo Gallego
16 April 18
January - February 2018
China: In a Slow Transition, No Hard-landing But a Bumpy Road Ahead
by Francisco Quintana
30 January 2018
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
by Arlind Rama and Brunello Rosa
by 9 January 2018
December 2017
2018 Global Economic Outlook Smooth Sailing for Now, With Headwind Risks Rising
by Nouriel Roubini and Brunello Rosa
20 December 2017
Saudi Arabia: Rough Seas, But No Storm Ahead
by Alessandro Magnoli Bocchi Francisco Quintana Pablo Gallego Cuervo
5 December 2017
U.S. Tax Cuts: A Most Modest Impact on the Economy and Markets
by Nouriel Roubini
4 December 2017
September - November 2017
Will Fears from China Cause Another Global Risk-off Episode?
by Nouriel Roubini
24 November 2017
Tensions Over Catalonia To Remain Elevated for Some Time Yet
by Brunello Rosa and Nouriel Roubini
16 November 2017
German Election: Reduced Window For Deeper EZ Integration
By Brunello Rosa and Nouriel Roubini
25 September 2017