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MACRO PICTURE
A Fragile Future: Medium-Term Challenges to China’s Growth Ambitions
BRICS+: Shifting Global Economic Power and the Path to De-Dollarization
BRICS+: Shifting Global Economic Power and the Path to De-Dollarization
by Nato Balavadze
19 November 2024
BRICS+: Shifting Global Economic Power and the Path to De-Dollarization
BRICS+: Shifting Global Economic Power and the Path to De-Dollarization
BRICS+: Shifting Global Economic Power and the Path to De-Dollarization
by Nato Balavadze
14 November 2024
GCC Perspectives the US Presidential Election
BRICS+: Shifting Global Economic Power and the Path to De-Dollarization
The AI Race In China And The U.S. Evaluating 2030 Growth Prospects
by Gulf State Analytics
1 November 2024
The AI Race In China And The U.S. Evaluating 2030 Growth Prospects
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
The AI Race In China And The U.S. Evaluating 2030 Growth Prospects
by Shane Gravel
15 October 2024
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
by Nato Balavadze
8 October 2024
GCC Perspectives on Israel, Iran and Lebanon Hostilities
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
Germany at a Crossroads: Navigating Economic Stagnation, Energy Dependence, and Global Pressures
by Gulf State Analytics
3 October 2024
Assessing the Gaza War and its Expansion into Lebanon and the West Bank
Assessing the Gaza War and its Expansion into Lebanon and the West Bank
Assessing the Gaza War and its Expansion into Lebanon and the West Bank
by Giorgio Cafiero
24 September 2024
Would Gulf Arab States Support ‘Maximum Pressure 2.0’ if Trump Wins?
Assessing the Gaza War and its Expansion into Lebanon and the West Bank
Assessing the Gaza War and its Expansion into Lebanon and the West Bank
by Gulf State Analytics
3 September 2024
February - August 2024
US Economy and Tech Earnings Slowdown Fears Keep Markets Volatile
US Economy and Tech Earnings Slowdown Fears Keep Markets Volatile
US Economy and Tech Earnings Slowdown Fears Keep Markets Volatile
by Brunello Rosa, Nato Balavadze and Shane Gravel
30 August 2024
An Unprecedented Terrorist Attack in Oman
US Economy and Tech Earnings Slowdown Fears Keep Markets Volatile
US Economy and Tech Earnings Slowdown Fears Keep Markets Volatile
by Gulf State Analytics
6 August 2024
The UAE’s Pragmatic Engagement with the Taliban
US Economy and Tech Earnings Slowdown Fears Keep Markets Volatile
The UAE’s Pragmatic Engagement with the Taliban
by Gulf State Analytics
2 July 2024
Is Semi-Democracy Now Part of Kuwait’s Past?
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
The UAE’s Pragmatic Engagement with the Taliban
by Gulf State Analytics
13 June 2024
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
by Giorgio Cafiero
4 June 2024
Indian Subcontinent 2024: Elections in a Geopolitical Landscape
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
Iran’s Transition to the Post-Raisi Period Likely Means Continuation of Hardline Rule
by Ridipt Singh
23 May 2024
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
by Gulf State Analytics
2 May 2024
Saudi Arabia’s Navigation of the Gaza War
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
by Gulf State Analytics
4 April 2024
Global Pariah or Not? Iran’s Position in the Middle East and Beyond
The Middle East’s Conflict Dynamics Represent Opportunities and Challenges for China
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
by Giorgio Cafiero
26 March 2024
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
by Elin Roberts
27 February 2024
Mounting Iran-Pakistan Tensions and Their Implications for GCC
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
Mounting Iran-Pakistan Tensions and Their Implications for GCC
By Gulf State Analytics
7 February 2024
Exploring the Future of Post-Widodo Indonesian Politics
The Dragon's Descent: Navigating Through China’s Deflation and Economic Challenges
Mounting Iran-Pakistan Tensions and Their Implications for GCC
by Mirko Giordani
6 February 2024
September 2023 - January 2024
The Risk of Regionalisation and Internationalisation of Gaza’s War in 2024
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
by Giorgio Cafiero
30 January 2024
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
by Nouriel Roubini and Brunello Rosa
24 January 2024
Macron Revolutionises and Rejuvenates The Government Ahead of the European Elections
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
Macron Revolutionises and Rejuvenates The Government Ahead of the European Elections
by Brunello Rosa and Shahed Hassanaly
17 January 2024
Kuwait’s New Leader
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
Macron Revolutionises and Rejuvenates The Government Ahead of the European Elections
By Gulf State Analytics
16 January 2024
Eurozone Economy: Stagnation Ahead
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
by Lāsma Kokina
9 January 2024
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
The Evolution of Philippine Maritime Security Amidst the Intensifying US-China Competition
by Mirko Giordani
21 December 2023
Carnage in Gaza and interests of Gulf Arab states
The Escalating Israel-Palestine Crisis Tests Gulf States
Carnage in Gaza and interests of Gulf Arab states
By Gulf State Analytics
5 December 2023
Can the Israel-Hamas War Benefit China?
The Escalating Israel-Palestine Crisis Tests Gulf States
Carnage in Gaza and interests of Gulf Arab states
by Mirko Giordani
21 November 2023
The Escalating Israel-Palestine Crisis Tests Gulf States
The Escalating Israel-Palestine Crisis Tests Gulf States
The Escalating Israel-Palestine Crisis Tests Gulf States
By Gulf State Analytics
7 November 2023
The BRICS Expansion and Its Impact On The GCC
China’s Deceleration: Navigating China’s Economic Crossroads
The Escalating Israel-Palestine Crisis Tests Gulf States
By Gulf State Analytics
3 October 2023
China’s Deceleration: Navigating China’s Economic Crossroads
China’s Deceleration: Navigating China’s Economic Crossroads
China’s Deceleration: Navigating China’s Economic Crossroads
by Billy Buddell
27 September 2023
The Coup Epidemic in the Sahel and West Africa
China’s Deceleration: Navigating China’s Economic Crossroads
China’s Deceleration: Navigating China’s Economic Crossroads
by Giorgio Cafiero
26 September 2023
February - September 2023
The Qatari Bridge Between the U.S. and Iran
The Future of Energy Diplomacy Between Iran, Kuwait, and Saudi Arabia
Inflation Continues To Fall in Both Developed and Emerging Markets
by Gulf State Analytics
6 September 2023
Inflation Continues To Fall in Both Developed and Emerging Markets
The Future of Energy Diplomacy Between Iran, Kuwait, and Saudi Arabia
Inflation Continues To Fall in Both Developed and Emerging Markets
by London Politica
24 August 2023
The Future of Energy Diplomacy Between Iran, Kuwait, and Saudi Arabia
The Future of Energy Diplomacy Between Iran, Kuwait, and Saudi Arabia
The Impact of Prigozhin’s Armed Rebellion On the Stability of Putin’s Regime
by Gulf State Analytics
8 August 2023
The Impact of Prigozhin’s Armed Rebellion On the Stability of Putin’s Regime
The Impact of Prigozhin’s Armed Rebellion On the Stability of Putin’s Regime
The Impact of Prigozhin’s Armed Rebellion On the Stability of Putin’s Regime
by Marco Lucchin
11 July 2023
Main Outcomes of Mohammed bin Salman’s Latest Visit to Paris
The Impact of Prigozhin’s Armed Rebellion On the Stability of Putin’s Regime
Assad’s Visit to Jeddah Marks The Return Of Syria To The Arab League
by Gulf State Analytics
5 July 2023
Assad’s Visit to Jeddah Marks The Return Of Syria To The Arab League
The Impact of Prigozhin’s Armed Rebellion On the Stability of Putin’s Regime
Assad’s Visit to Jeddah Marks The Return Of Syria To The Arab League
by Gulf State Analytics
2 June 2023
US, China, and the Resurgence of Middle East Politics
The Evolving Dimensions of Japan’s Indo-Pacific Strategy
US, China, and the Resurgence of Middle East Politics
by Mirko Giordani
17 May 2023
Major Changes in Saudi Arabia’s Foreign Policy
The Evolving Dimensions of Japan’s Indo-Pacific Strategy
US, China, and the Resurgence of Middle East Politics
by Gulf State Analytics
10 May 2023
The Evolving Dimensions of Japan’s Indo-Pacific Strategy
The Evolving Dimensions of Japan’s Indo-Pacific Strategy
The Saudi-Iranian Diplomatic Deal and Intra-GCC Relations
by Mirko Giordani
13 April 2023
The Saudi-Iranian Diplomatic Deal and Intra-GCC Relations
De-Dollarisation and New Global Supply Chains: An Assessment
The Saudi-Iranian Diplomatic Deal and Intra-GCC Relations
by Gulf State Analytics
6 April 2023
Syria’s Post-Earthquake Diplomatic Standing In The Gulf
De-Dollarisation and New Global Supply Chains: An Assessment
De-Dollarisation and New Global Supply Chains: An Assessment
by Gulf State Analytics
2 March 2023
De-Dollarisation and New Global Supply Chains: An Assessment
De-Dollarisation and New Global Supply Chains: An Assessment
De-Dollarisation and New Global Supply Chains: An Assessment
by Mirko Giordani
16 February 2022
MAY 2022 - February 2023
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
by Gulf State Analytics
15 February 2023
The World Cup And A Rising Gulf
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
by Gulf State Analytics
10 January 2023
Iran Feels Domestic Protests Are Fomented By Foreign Media Outlets
Iran and Saudi Arabia Keep Channels of Communications Open In Spite of Stalled Relations
U.S. - Saudi Relations At A Low Point Following OPEC+ Decisions On Oil Production
by Gulf State Analytics
9 December 2022
U.S. - Saudi Relations At A Low Point Following OPEC+ Decisions On Oil Production
U.S. - Saudi Relations At A Low Point Following OPEC+ Decisions On Oil Production
U.S. - Saudi Relations At A Low Point Following OPEC+ Decisions On Oil Production
by Gulf State Analytics
10 November 2022
Balancing Economic Promotion and Cultural Challenges in the GCC
U.S. - Saudi Relations At A Low Point Following OPEC+ Decisions On Oil Production
Balancing Economic Promotion and Cultural Challenges in the GCC
by Gulf State Analytics
6 October 2022
Saudi Arabia’s Re-Gains Centre Stage in a More Multipolar World
U.S. - Saudi Relations At A Low Point Following OPEC+ Decisions On Oil Production
Balancing Economic Promotion and Cultural Challenges in the GCC
by Giorgio Cafiero
29 September 2022
With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment
With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment
With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment
by Brunello Rosa and Nouriel Roubini
23 September 2022
Qatar Prepares for a Historic World Cup
With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment
With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment
by Gulf State Analytics
2 September 2022
Economic Saudi-Israeli Relations Are Headed Towards Normalization
With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment
Economic Saudi-Israeli Relations Are Headed Towards Normalization
by Gulf State Analytics
3 August 2022
Bold and Intriguing Reforms in Post-Qaboos Oman
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
Economic Saudi-Israeli Relations Are Headed Towards Normalization
by Gulf State Analytics
7 July 2022
Ukraine War To Impact Tourism in the GCC
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
by Gulf State Analytics
7 June 2022
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
Financial Warfare Against Russia: Stakes for Gulf Investors and Funds
by Gulf State Analytics
12 May 2022
NOVEMBER 2020 - APRIL 2022
Despite the War, Russia Can Still Count on Meaningful Relationships in the Middle East
Russia’s Invasion of Ukraine: Scenarios, Endgames And Macro-Financial and Policy Implications
Russia’s Invasion of Ukraine: Scenarios, Endgames And Macro-Financial and Policy Implications
by Giorgio Cafiero
6 April 2022
Russia’s Invasion of Ukraine: Scenarios, Endgames And Macro-Financial and Policy Implications
Russia’s Invasion of Ukraine: Scenarios, Endgames And Macro-Financial and Policy Implications
Russia’s Invasion of Ukraine: Scenarios, Endgames And Macro-Financial and Policy Implications
by Brunello Rosa and Marco Lucchin
1 March 2022
China and Russia Increase Their Grip On The Middle-East
Russia’s Invasion of Ukraine: Scenarios, Endgames And Macro-Financial and Policy Implications
Long Covid: The Long-Term Economic, Social and Political Impact of the Pandemic
by Giorgio Cafiero
21 January 2022
Long Covid: The Long-Term Economic, Social and Political Impact of the Pandemic
Kuwait: To Create Jobs For Nationals, Reduce Dependence On Public Sector And Low-Wage Foreign Labor
Long Covid: The Long-Term Economic, Social and Political Impact of the Pandemic
by Marco Lucchin and Brunello Rosa
14 January 2022
Macro Picture: ASEAN Countries Divided On AUKUS Agreement
Kuwait: To Create Jobs For Nationals, Reduce Dependence On Public Sector And Low-Wage Foreign Labor
Kuwait: To Create Jobs For Nationals, Reduce Dependence On Public Sector And Low-Wage Foreign Labor
by Mirko Giordani
7 January 2022
Kuwait: To Create Jobs For Nationals, Reduce Dependence On Public Sector And Low-Wage Foreign Labor
Kuwait: To Create Jobs For Nationals, Reduce Dependence On Public Sector And Low-Wage Foreign Labor
Kuwait: To Create Jobs For Nationals, Reduce Dependence On Public Sector And Low-Wage Foreign Labor
by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi, Carmen Pages Serra and Zafiris Tzannatos
13 October 2021
Democracy Eroding Fast in South East Asia
China: Recovery Underway, As Global Liquidity Drives ‘Risk On’ Sentiment
China: Recovery Underway, As Global Liquidity Drives ‘Risk On’ Sentiment
by Mirko Giordani
8 April 2021
China: Recovery Underway, As Global Liquidity Drives ‘Risk On’ Sentiment
China: Recovery Underway, As Global Liquidity Drives ‘Risk On’ Sentiment
China: Recovery Underway, As Global Liquidity Drives ‘Risk On’ Sentiment
by Alessandro Magnoli Bocchi, Fawaz Al Mughrabi and Karmen Meneses
4 March 2021
European Banks: Are AMCs Coming to Deal With Looming Surge in NPLs
China: Recovery Underway, As Global Liquidity Drives ‘Risk On’ Sentiment
“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation
by Brunello Rosa and Nouriel Roubini
25 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
RCEP Shows Globalisation Is still Alive
“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation
China’s BRI to the Test of South-East Asia Developments and Biden’s Presidency
by Mirko Giordani
13 January 2021
China’s BRI to the Test of South-East Asia Developments and Biden’s Presidency
“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation
China’s BRI to the Test of South-East Asia Developments and Biden’s Presidency
by Mirko Giordani
30 November 2020
november 2019 - november 2020
Uncertainty At Its Highest, As The EU Enters The Second Covid Wave
Iran Shows Resilience to Pandemic, Lower Oil Prices and Sanctions as US Elections Approach
The Deal On the EU “Recovery Fund” Will Have Large National Repercussions
by Brunello Rosa and Grégoire Roos
3 November 2020
The Deal On the EU “Recovery Fund” Will Have Large National Repercussions
Iran Shows Resilience to Pandemic, Lower Oil Prices and Sanctions as US Elections Approach
The Deal On the EU “Recovery Fund” Will Have Large National Repercussions
by Grégoire Roos and Brunello Rosa
2 July 2020
Iran Shows Resilience to Pandemic, Lower Oil Prices and Sanctions as US Elections Approach
Iran Shows Resilience to Pandemic, Lower Oil Prices and Sanctions as US Elections Approach
Iran Shows Resilience to Pandemic, Lower Oil Prices and Sanctions as US Elections Approach
by Giorgio Cafiero
17 June 2020
China and the US: The Art of War Versus the Art of the Deal
OUTLOOK SCENARIOS Is a U-Shaped Greater Recession Consistent With a V-Shaped Equity Market Recovery?
Iran Shows Resilience to Pandemic, Lower Oil Prices and Sanctions as US Elections Approach
by Peter Cecchini
11 June 2020
China: Escalating Cold War With The US, Slow Post-Pandemic Recovery
OUTLOOK SCENARIOS Is a U-Shaped Greater Recession Consistent With a V-Shaped Equity Market Recovery?
OUTLOOK SCENARIOS Is a U-Shaped Greater Recession Consistent With a V-Shaped Equity Market Recovery?
by A. Magnoli Bocchi, Nouriel Roubini
28 May 2020
OUTLOOK SCENARIOS Is a U-Shaped Greater Recession Consistent With a V-Shaped Equity Market Recovery?
OUTLOOK SCENARIOS Is a U-Shaped Greater Recession Consistent With a V-Shaped Equity Market Recovery?
OUTLOOK SCENARIOS Is a U-Shaped Greater Recession Consistent With a V-Shaped Equity Market Recovery?
by Nouriel Roubini and Brunello Rosa
16 April 2020
OUTLOOK UPDATE – PART 1 COVID-19 Leads To A Global Recession With Severe Bear Market And Debt Crises
OUTLOOK UPDATE – PART 1 COVID-19 Leads To A Global Recession With Severe Bear Market And Debt Crises
OUTLOOK UPDATE – PART 1 COVID-19 Leads To A Global Recession With Severe Bear Market And Debt Crises
by N. Roubini, A. Magnoli, B. Rosa
17 March 2020
The UK Shows Initial Signs Of Policy Coordination Against Coronavirus
OUTLOOK UPDATE – PART 1 COVID-19 Leads To A Global Recession With Severe Bear Market And Debt Crises
OUTLOOK UPDATE – PART 1 COVID-19 Leads To A Global Recession With Severe Bear Market And Debt Crises
by Brunello Rosa
12 March 2020
COVID-19 Will Trigger a Massive Shock to the Global Economy and Markets
OUTLOOK UPDATE – PART 1 COVID-19 Leads To A Global Recession With Severe Bear Market And Debt Crises
COVID-19 Will Trigger a Massive Shock to the Global Economy and Markets
by Nouriel Roubini and Brunello Rosa
25 February 2020
Regional Elections To Send Shock Waves Through Italy’s Political System
Searching The Lost Political Stability: Spain’s Fourth General Election In Four Years
COVID-19 Will Trigger a Massive Shock to the Global Economy and Markets
by Brunello Rosa
22 January 2020
UK Election, Brexit and BoE Update: Johnson’s Victory Opens The Gates To Brexit
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 December 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
08 November 2019
August-October 2019
Resilient Economy & Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options
Resilient Economy & Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options
Resilient Economy & Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options
by Brunello Rosa and Joseph Shupac
25 October 2019
ITALY UPDATE: Upcoming Budget To Test The Solidity Of The M5S-PD Majority
Resilient Economy & Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options
Resilient Economy & Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options
by Brunello Rosa
4 October 2019
MEXICO: Deteriorating Macroeconomic Outlook Amid Policy Uncertainty
Resilient Economy & Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options
MEXICO: Deteriorating Macroeconomic Outlook Amid Policy Uncertainty
by Francesca Panelli and Brunello Rosa
22 August 2019
Income And Wealth Inequality Continues To Weigh On Global Growth
Scenario Analysis: Tension Between Iran and US Likely To Continue, With Increasing Ri
MEXICO: Deteriorating Macroeconomic Outlook Amid Policy Uncertainty
by Francesca Panelli
16 AUgust 2019
Scenario Analysis: Tension Between Iran and US Likely To Continue, With Increasing Ri
Scenario Analysis: Tension Between Iran and US Likely To Continue, With Increasing Ri
Scenario Analysis: Tension Between Iran and US Likely To Continue, With Increasing Ri
by G. Cafiero, N. Roubini, B. Rosa
14 August 2019
Salvini Pulls The Plug On Conte’s Gov't and Seeks “Full Powers" With Early Elections
Scenario Analysis: Tension Between Iran and US Likely To Continue, With Increasing Ri
Scenario Analysis: Tension Between Iran and US Likely To Continue, With Increasing Ri
by Brunello Rosa
9 August 2019
JUne - July 2019
A Theory For The Impact Of Trade Tensions, Easier Monetary Policy & FinTech On Small Open Economies
A Theory For The Impact Of Trade Tensions, Easier Monetary Policy & FinTech On Small Open Economies
A Theory For The Impact Of Trade Tensions, Easier Monetary Policy & FinTech On Small Open Economies
by Bocchi, Aladsani and Al Mughrabi
24 July 2019
Russia: Monetary Stability, Economic Stagnation and Geopolitics Create a Mixed Political Picture
A Theory For The Impact Of Trade Tensions, Easier Monetary Policy & FinTech On Small Open Economies
A Theory For The Impact Of Trade Tensions, Easier Monetary Policy & FinTech On Small Open Economies
by Rémi Bourgeot and Brunello Rosa
17 July 2019
MACRO PICTURE - UK Brexit and BoE Update: Brace For Political Turmoil In Coming Months
A Theory For The Impact Of Trade Tensions, Easier Monetary Policy & FinTech On Small Open Economies
MACRO PICTURE - Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
by Brunello Rosa and Nouriel Roubini
12 July 2019
MACRO PICTURE - Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
MACRO PICTURE - Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
MACRO PICTURE - Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
by Brunello Rosa
19 June 2019
US-China Scenarios: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War
MACRO PICTURE - Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
US-China Scenarios: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War
by Nouriel Roubini
14 June 2019
MACRO PICTURE - United States Inflation: Several Factors Dampening Structural Upward Pressures
MACRO PICTURE - Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil
US-China Scenarios: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War
by Francesca Panelli
13 June 2019
APRIL - MAY 2019
MACRO PICTURE - Argentina: Elections To Test The Austerity Measures
MACRO PICTURE USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations
MACRO PICTURE USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations
by Alessandro Magnoli Bocchi, Farah Aladsani, Fawaz Sulaiman Al Mughrabi
and Lapo Fioretti
5 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
MACRO PICTURE USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations
by Nouriel Roubini, Brunello Rosa and
Giorgio Cafiero
23 May 2019
US-China Trade War Risks and Impact on US Inflation, Growth and Monetary Policy
MACRO PICTURE USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations
US-China Trade War Risks and Impact on US Inflation, Growth and Monetary Policy
by Nouriel Roubini
and Brunello Rosa
16 May 2019
FRANCE: The Social Crisis Lingers, While European Alliances Are Being Questioned
The US Can Temporarily “Decouple” From The Eurozone (If The Shock to EZ is Mild)
US-China Trade War Risks and Impact on US Inflation, Growth and Monetary Policy
by Rémi Bourgeot
9 May 2019
MACRO PICTURE - Brazil: The Pension Reform Is The Crucial Test For Bolsonaro
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 Alessandro Magnoli Bocchi Farah Aladsani
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
January - APril 2019
MACRO PICTURE: Spain Steady Economic Growth Threatened By Political Uncertainty
Italy Update: The Economic Recession Worsens The Political Landscape (And Vice-Versa)
MACRO PICTURE: Spain Steady Economic Growth Threatened By Political Uncertainty
by Lapo Fioretti and Brunello Rosa
3 April 2019
MACRO PICTURE - EU-US Auto Trade Dispute: Negotiations Before A War
Italy Update: The Economic Recession Worsens The Political Landscape (And Vice-Versa)
MACRO PICTURE: Spain Steady Economic Growth Threatened By Political Uncertainty
by Alex Waters, Brunello Rosa and Nouriel Roubini
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
Turkey: Economic Stabilization After The March Local Elections
Italy Update: The Economic Recession Worsens The Political Landscape (And Vice-Versa)
by Brunello Rosa
and Nouriel Roubini
8 March 2019
MACRO PICTURE: Venezuela’s Complicated Transition
Turkey: Economic Stabilization After The March Local Elections
Turkey: Economic Stabilization After The March Local Elections
by Lapo Fioretti, Brunello Rosa, Alex Waters
7 March 2019
Turkey: Economic Stabilization After The March Local Elections
Turkey: Economic Stabilization After The March Local Elections
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
Global Outlook & SAA For 2019: Skating on Thinner Ice
Global Outlook & SAA For 2019: Skating on Thinner Ice
by Nouriel Roubini, Brunello Rosa
and Alessandro Magnoli Bocchi
18 December 2018
SCENARIO ANALYSIS - ITALY: Walking A Dangerous Line
Global Outlook & SAA For 2019: Skating on Thinner Ice
Global Outlook & SAA For 2019: Skating on Thinner Ice
by Brunello Rosa
5 October 2018
BRAZIL: Partisan Trench War Impedes a Huge Potential
Global Outlook & SAA For 2019: Skating on Thinner Ice
TURKEY: The Risk of Full-Blown Crisis May Rapidly Become the Baseline
by Rémi Bourgeot
2 October 2018
TURKEY: The Risk of Full-Blown Crisis May Rapidly Become the Baseline
TURKEY: Volatility Until the Elections, Slow Normalization Thereafter
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
TURKEY: Volatility Until the Elections, Slow Normalization Thereafter
TURKEY: Volatility Until the Elections, Slow Normalization Thereafter
by Alessandro Magnoli Bocchi and Francisco Quintana
24 July 2018
TURKEY: Volatility Until the Elections, Slow Normalization Thereafter
TURKEY: Volatility Until the Elections, Slow Normalization Thereafter
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
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
US-China Trade Tensions: Skirmishes or Start of a Broader Trade and Technology War?
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 Nouriel Roubini
2 May 2018
US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact
US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact
US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact
by Francisco Quintana and Pablo Gallego
16 April 18
Russia: An Impressive Normalisation Towards Modest Growth
US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact
US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact
by Rémi Bourgeot
23 March 2018
January - February 2018
China: In a Slow Transition, No Hard-landing But a Bumpy Road Ahead
Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead
Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead
by Francisco Quintana
30 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
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
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
Saudi Arabia: Rough Seas, But No Storm Ahead
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 Alessandro Magnoli Bocchi Francisco Quintana Pablo Gallego Cuervo
5 December 2017
U.S. Tax Cuts: A Most Modest Impact on the Economy and Markets
2018 Global Economic Outlook Smooth Sailing for Now, With Headwind Risks Rising
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?
Will Fears from China Cause Another Global Risk-off Episode?
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
Will Fears from China Cause Another Global Risk-off Episode?
Will Fears from China Cause Another Global Risk-off Episode?
by Brunello Rosa and Nouriel Roubini
16 November 2017
The Mystery of the Missing Inflation
German Election: Reduced Window For Deeper EZ Integration
German Election: Reduced Window For Deeper EZ Integration
by Nouriel Roubini and Brunello Rosa
9 October 2017
German Election: Reduced Window For Deeper EZ Integration
German Election: Reduced Window For Deeper EZ Integration
German Election: Reduced Window For Deeper EZ Integration
By Brunello Rosa and Nouriel Roubini
25 September 2017