Rosa & Roubini Associates

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

MACRO PICTURE

Searching The Lost Political Stability: Spain’s Fourth General Election In Four Years

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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

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by Brunello Rosa and Joseph Shupac

25 October 2019

ITALY UPDATE: Upcoming Budget To Test The Solidity Of The M5S-PD Majority

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by Brunello Rosa

4 October 2019

MEXICO: Deteriorating Macroeconomic Outlook Amid Policy Uncertainty

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by Francesca Panelli and Brunello Rosa 

22 August 2019

Income And Wealth Inequality Continues To Weigh On Global Growth

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by Francesca Panelli

16 AUgust 2019

Scenario Analysis: Tension Between Iran and US Likely To Continue, With Increasing Ri

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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

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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

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by Bocchi, Aladsani and Al Mughrabi

24 July 2019

Russia: Monetary Stability, Economic Stagnation and Geopolitics Create a Mixed Political Picture

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by Rémi Bourgeot and Brunello Rosa 

17 July 2019

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

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

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by Brunello Rosa

19 June 2019

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

MACRO PICTURE - United States Inflation: Several Factors Dampening Structural Upward Pressures

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by Francesca Panelli 

13 June 2019

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

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

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

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by Nouriel Roubini 

and Brunello Rosa


16 May 2019

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

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by  Rémi Bourgeot 

9 May 2019

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

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

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

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

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by Alex Waters, Brunello Rosa and Nouriel Roubini

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

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by Brunello Rosa

11 March 2019

MACRO PICTURE - EU Update: Awaiting The Populist Tsunami

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by Brunello Rosa 

and Nouriel Roubini

8 March 2019

MACRO PICTURE: Venezuela’s Complicated Transition

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by Lapo Fioretti, Brunello Rosa, Alex Waters

7 March 2019

Turkey: Economic Stabilization After The March Local Elections

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by Alessandro Magnoli Bocchi

11 January 2019

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

SCENARIO ANALYSIS - ITALY: Walking A Dangerous Line

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by Brunello Rosa    

       

5 October 2018

BRAZIL: Partisan Trench War Impedes a Huge Potential

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by Rémi Bourgeot


2 October 2018

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

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by Nouriel Roubini

14 August 2018

EMERGING MARKETS OUTLOOK: Rising Risks, Fragility Ahead

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by Alessandro Magnoli Bocchi and Francisco Quintana       

24 July 2018 

TURKEY: Volatility Until the Elections, Slow Normalization Thereafter

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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

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by Brunello Rosa and Renata Bossini

18 May 2018

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

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 by Nouriel Roubini

2 May 2018

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

Russia: An Impressive Normalisation Towards Modest Growth

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by Rémi Bourgeot

23 March 2018

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

Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead

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by Joseph Shupac and Brunello Rosa 

11 January 2018

Western Balkans: Still Many Obstacles to EU Accession

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by Arlind Rama and Brunello Rosa

by 9 January 2018

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

Saudi Arabia: Rough Seas, But No Storm Ahead

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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

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by Nouriel Roubini

4 December 2017

September - November 2017

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

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by Nouriel Roubini

24 November 2017

Tensions Over Catalonia To Remain Elevated for Some Time Yet

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by Brunello Rosa and Nouriel Roubini

16 November 2017

The Mystery of the Missing Inflation

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by Nouriel Roubini and Brunello Rosa

9 October 2017

German Election: Reduced Window For Deeper EZ Integration

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By Brunello Rosa and Nouriel Roubini

25 September 2017