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MaCRO PICTURE
MACRO PICTURE - UK Brexit and BoE Update: Brace For Political Turmoil In Coming Months
by Brunello Rosa and Nouriel Roubini
12 July 2019
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
by Nouriel Roubini
14 June 2019
US Inflation: Several Factors Dampening Structural Upward Pressures
by Francesca Panelli
13 June 2019
APRIL - MAY 2019
MACRO PICTURE - Argentina: Elections To Test The Austerity Measures
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
by Nouriel Roubini, Brunello Rosa and
Giorgio Cafiero
23 May 2019
US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Monetary Policy
by Nouriel Roubini
and Brunello Rosa
16 May 2019
FRANCE: The Social Crisis Lingers, While European Alliances Are Being Questioned
by Rémi Bourgeot
9 May 2019
MACRO PICTURE - Brazil: The Pension Reform Is The Crucial Test For Bolsonaro
By Alessandro Magnoli Bocchi Farah Aladsani
24 April 2019
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
by Lapo Fioretti and Brunello Rosa
3 April 2019
MACRO PICTURE - EU-US Auto Trade Dispute: Negotiations Before A War
by Alex Waters, Brunello Rosa and Nouriel Roubini
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