Rosa & Roubini Associates

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MaCRO PICTURE

MACRO PICTURE - UK Brexit and BoE Update: Brace For Political Turmoil In Coming Months

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by Brunello Rosa and Nouriel Roubini

12 July 2019

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Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil

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By Brunello Rosa

19 June 2019

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US-China Scenarios: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War

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by Nouriel Roubini 

14 June 2019

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US Inflation: Several Factors Dampening Structural Upward Pressures

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by Francesca Panelli 

13 June 2019

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APRIL - MAY 2019

MACRO PICTURE - Argentina: Elections To Test The Austerity Measures

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by Alessandro Magnoli Bocchi, Farah Aladsani, Fawaz Sulaiman Al Mughrabi 

and Lapo Fioretti 

5 June 2019

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MACRO PICTURE USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations

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 by Nouriel Roubini, Brunello Rosa and 

Giorgio Cafiero


23 May 2019

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US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Monetary Policy

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by Nouriel Roubini 

and Brunello Rosa


16 May 2019

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FRANCE: The Social Crisis Lingers, While European Alliances Are Being Questioned

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by  Rémi Bourgeot 

9 May 2019

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MACRO PICTURE - Brazil: The Pension Reform Is The Crucial Test For Bolsonaro

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By Alessandro Magnoli Bocchi  Farah Aladsani

24 April 2019

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The US Can Temporarily “Decouple” From The Eurozone (If The Shock to EZ is Mild)

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By Alex Waters and Brunello Rosa

23 April 2019

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January - APril 2019

MACRO PICTURE: Spain Steady Economic Growth Threatened By Political Uncertainty

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by Lapo Fioretti and Brunello Rosa

3 April 2019

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MACRO PICTURE - EU-US Auto Trade Dispute: Negotiations Before A War

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by Alex Waters, Brunello Rosa and Nouriel Roubini

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

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by Brunello Rosa

11 March 2019

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MACRO PICTURE - EU Update: Awaiting The Populist Tsunami

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by Brunello Rosa 

and Nouriel Roubini

8 March 2019

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MACRO PICTURE: Venezuela’s Complicated Transition

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by Lapo Fioretti, Brunello Rosa, Alex Waters

7 March 2019

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Turkey: Economic Stabilization After The March Local Elections

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by Alessandro Magnoli Bocchi

11 January 2019

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June - December 2018

Global Outlook & SAA For 2019: Skating on Thinner Ice

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by Nouriel Roubini, Brunello Rosa 

and Alessandro Magnoli Bocchi

18 December 2018

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SCENARIO ANALYSIS - ITALY: Walking A Dangerous Line

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by Brunello Rosa    

       

5 October 2018

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BRAZIL: Partisan Trench War Impedes a Huge Potential

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by Rémi Bourgeot


2 October 2018

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

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by Nouriel Roubini

14 August 2018

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EMERGING MARKETS OUTLOOK: Rising Risks, Fragility Ahead

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by Alessandro Magnoli Bocchi and Francisco Quintana       

24 July 2018 

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TURKEY: Volatility Until the Elections, Slow Normalization Thereafter

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By Alessandro Magnoli Bocchi and Pablo Gallego Cuervo

1 June 2018

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March - May 2018

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

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by Brunello Rosa and Renata Bossini

18 May 2018

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

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 by Nouriel Roubini

2 May 2018

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

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by Francisco Quintana and Pablo Gallego

16 April 18

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Russia: An Impressive Normalisation Towards Modest Growth

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by Rémi Bourgeot


23 March 2018

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January - February 2018

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

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by Francisco Quintana

30 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

by 9 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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Saudi Arabia: Rough Seas, But No Storm Ahead

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by Alessandro Magnoli Bocchi Francisco Quintana  Pablo Gallego Cuervo

5 December 2017

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

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by Nouriel Roubini

4 December 2017

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September - November 2017

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

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by Nouriel Roubini

24 November 2017

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Tensions Over Catalonia To Remain Elevated for Some Time Yet

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by Brunello Rosa and Nouriel Roubini

16 November 2017

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The Mystery of the Missing Inflation

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by Nouriel Roubini and Brunello Rosa

9 October 2017

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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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