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Rosa & Roubini Associates

118 Pall Mall London SW1Y 5ED | +44(0)207 1010 718

  • Home
  • Online Store
  • CORPORATE SOLUTIONS
  • Research
  • Advisory
  • FIN-TECH
  • Team
  • Covid vs GFC
  • Videos
  • About
  • Contact

MACRO PICTURE

European Banks: Are AMCs Coming to Deal With Looming Surge in NPLs

“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation

“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation

image136

by Brunello Rosa and Nouriel Roubini   

25 February 2021

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“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

image137

by  Peter Cecchini and Brunello Rosa 

17 February 2021

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RCEP Shows Globalisation Is still Alive

China’s BRI to the Test of South-East Asia Developments and Biden’s Presidency

China’s BRI to the Test of South-East Asia Developments and Biden’s Presidency

image138

by Mirko Giordani 

13 January 2021

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China’s BRI to the Test of South-East Asia Developments and Biden’s Presidency

China’s BRI to the Test of South-East Asia Developments and Biden’s Presidency

China’s BRI to the Test of South-East Asia Developments and Biden’s Presidency

image139

by Mirko Giordani 

30 November 2020

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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

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by Brunello Rosa and Grégoire Roos

3  November 2020

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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

image141

by Grégoire Roos and Brunello Rosa

2 July 2020

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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

image142

by Giorgio Cafiero

17 June 2020

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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

image143

by Peter Cecchini

11 June 2020

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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?

image144

by A. Magnoli Bocchi, Nouriel Roubini

28 May 2020

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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?

image145

by Nouriel Roubini and Brunello Rosa

16 April 2020

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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

image146

by N. Roubini, A. Magnoli, B. Rosa

17 March 2020

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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

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by Brunello Rosa

12 March 2020

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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

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by Nouriel Roubini and Brunello Rosa

25 February 2020

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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

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by Brunello Rosa

22 January 2020

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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

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by Brunello Rosa

13 December 2019

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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

image151

by Luca Bandello and Brunello Rosa

08 November 2019

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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

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by Brunello Rosa and Joseph Shupac

25 October 2019

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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

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by Brunello Rosa

4 October 2019

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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

image154

by Francesca Panelli and Brunello Rosa 

22 August 2019

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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

image155

by Francesca Panelli

16 AUgust 2019

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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

image156

by G. Cafiero, N. Roubini, B. Rosa

14 August 2019

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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

image157

by  Brunello Rosa

9 August 2019

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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

image158

by Bocchi, Aladsani and Al Mughrabi

24 July 2019

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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

image159

by Rémi Bourgeot and Brunello Rosa 

17 July 2019

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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

image160

by Brunello Rosa and Nouriel Roubini

12 July 2019

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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

image161

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

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

image162

by Nouriel Roubini 

14 June 2019

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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

image163

by Francesca Panelli 

13 June 2019

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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

image164

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

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

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

image165

 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 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

image166

by Nouriel Roubini 

and Brunello Rosa


16 May 2019

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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

image167

by  Rémi Bourgeot 

9 May 2019

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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)

image168

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)

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)

image169

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

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

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

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

MACRO PICTURE: Spain Steady Economic Growth Threatened By Political Uncertainty

image171

by Alex Waters, Brunello Rosa and Nouriel Roubini

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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)

image172

by Brunello Rosa

11 March 2019

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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)

image173

by Brunello Rosa 

and Nouriel Roubini

8 March 2019

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MACRO PICTURE: Venezuela’s Complicated Transition

Turkey: Economic Stabilization After The March Local Elections

Turkey: Economic Stabilization After The March Local Elections

image174

by Lapo Fioretti, Brunello Rosa, Alex Waters

7 March 2019

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Turkey: Economic Stabilization After The March Local Elections

Turkey: Economic Stabilization After The March Local Elections

Turkey: Economic Stabilization After The March Local Elections

image175

by Alessandro Magnoli Bocchi

11 January 2019

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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

image176

by Nouriel Roubini, Brunello Rosa 

and Alessandro Magnoli Bocchi

18 December 2018

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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

image177

by Brunello Rosa    

       

5 October 2018

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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

image178

by Rémi Bourgeot


2 October 2018

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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

image179

by Nouriel Roubini

14 August 2018

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EMERGING MARKETS OUTLOOK: Rising Risks, Fragility Ahead

TURKEY: Volatility Until the Elections, Slow Normalization Thereafter

TURKEY: Volatility Until the Elections, Slow Normalization Thereafter

image180

by Alessandro Magnoli Bocchi and Francisco Quintana       

24 July 2018 

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TURKEY: Volatility Until the Elections, Slow Normalization Thereafter

TURKEY: Volatility Until the Elections, Slow Normalization Thereafter

TURKEY: Volatility Until the Elections, Slow Normalization Thereafter

image181

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

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

image182

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?

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

image183

 by Nouriel Roubini

2 May 2018

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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

image184

by Francisco Quintana and Pablo Gallego

16 April 18

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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

image185

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

Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead

Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead

image186

by Francisco Quintana

30 January 2018

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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

image187

by Joseph Shupac and Brunello Rosa 

11 January 2018

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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

image188


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

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

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

image189

by Nouriel Roubini and Brunello Rosa

20 December 2017

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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

image190


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

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

image191

by Nouriel Roubini

4 December 2017

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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?

image192

by Nouriel Roubini

24 November 2017

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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?

image193

by Brunello Rosa and Nouriel Roubini

16 November 2017

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The Mystery of the Missing Inflation

German Election: Reduced Window For Deeper EZ Integration

German Election: Reduced Window For Deeper EZ Integration

image194


by Nouriel Roubini and Brunello Rosa

9 October 2017

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German Election: Reduced Window For Deeper EZ Integration

German Election: Reduced Window For Deeper EZ Integration

German Election: Reduced Window For Deeper EZ Integration

image195

By Brunello Rosa and Nouriel Roubini

25 September 2017

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