Macro Picture

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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