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Nouriel Roubini
Nouriel Roubini is Co-Founder of R&R and a Chairman and CEO of Roubini Macro Associates LLC. He is a professor of economics at New York University’s Stern School of Business. Prior to joining Stern, Nouriel was a faculty member at Yale University’s Department of Economics. Dr. Roubini is an expert on financial crises and widely recognised for having predicted the U.S. housing bust and its domestic and international fallout, which led to the Global Financial Crisis of 2007-2009. Dr. Roubini’s opinions on global economic issues are widely reported by the media, with the Financial Times having provided extensive coverage of his views.
Dr. Roubini has extensive policy experience, having served, from 1998 to 2000, as the senior economist for international affairs on the White House Council of Economic Advisors. He then served as senior advisor to the undersecretary for international affairs at the U.S. Treasury Department. Dr. Roubini has held consulting positions at the IMF and the World Bank, among other prominent public and private-sector institutions. He has published extensively on international macroeconomic issues and co-authored various books, most recently “Crisis Economics: A Crash Course in the Future of Finance” (Penguin Press, 2010). In 1997, he co-authored a seminal book entitled “Political Cycles: Theory and Evidence” (MIT Press). Dr. Roubini received a Ph.D. in economics from Harvard University and holds an undergraduate degree from Milan’s Bocconi University.
recent publications
Preview: Fed To Cut Rates by 25bps After The Presidential Election
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
Preview: Fed To Cut Rates by 25bps After The Presidential Election
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
4 November 2024
Preview: BOJ On Hold Till Q1 2025
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
Preview: Fed To Cut Rates by 25bps After The Presidential Election
by Brunello Rosa and Nouriel Roubini
29 October 2024
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
11 October 2024
June - September 2024
Preview: BOJ To Stay on Hold in September. Another Hike In a Few Months
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Preview: BOJ To Stay on Hold in September. Another Hike In a Few Months
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 September 2024
Review: The Fed Starts Easing Cycle With 50bps Rate Cut
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Preview: BOJ To Stay on Hold in September. Another Hike In a Few Months
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
18 September 2024
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
16 September 2024
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
10 September 2024
Review: BOJ Raises Rates And Announces the Parameters of QT
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
by Brunello Rosa and Nato Balavadze
31 July 2024
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing
BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September
by Brunello Rosa, Nouriel Roubini And Nato Balavadze
30 July 2024
Preview: BOJ Likely to Increase Rates in July, But It Is a Close Call
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
by Nouriel Roubini, Brunello Rosa And Nato Balavadze
30 July 2024
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
29 July 2024
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
15 July 2024
A Le Pen/RN Majority Is More Likely Than A Hung Parliament
Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August
Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September
By Nouriel Roubini
28 June 2024
Macron’s Electoral Gamble Could Cost Dearly to France and Europe
Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August
Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August
By Brunello Rosa and Nouriel Roubini
21 June 2024
Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August
Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August
Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
17 June 2024
march - june 2024
Preview: BOJ To Keep Rates on Hold, But a July Hike Is More Likely
Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.
Preview: Fed Continues To be On Hold, As The Economy Remains Strong
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 June 2024
Preview: Fed Continues To be On Hold, As The Economy Remains Strong
Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.
Preview: Fed Continues To be On Hold, As The Economy Remains Strong
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
11 June 2024
Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.
Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.
Preview: BOE To Remain on Hold in May, While Providing Signals About Upcoming Cuts
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
31 May 2024
Preview: BOE To Remain on Hold in May, While Providing Signals About Upcoming Cuts
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
Preview: BOE To Remain on Hold in May, While Providing Signals About Upcoming Cuts
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
6 May 2024
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 May 2024
Preview: Fed To Keep Rates on Hold and Push Back The Beginning Of The Easing Cycle
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
30 April 2024
Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings
Travel Notes: China Is at an Economic Crossroad to Avoid the Middle Income Trap
Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings
by Nouriel Roubini and Nato Balavadze
24 April 2024
Preview: BOJ on Hold For The Time Being
Travel Notes: China Is at an Economic Crossroad to Avoid the Middle Income Trap
Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings
by Nouriel Roubini and Nato Balavadze
24 April 2024
Travel Notes: China Is at an Economic Crossroad to Avoid the Middle Income Trap
Travel Notes: China Is at an Economic Crossroad to Avoid the Middle Income Trap
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
by Nouriel Roubini
10 April 2024
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
8 April 2024
Preview: Fed To Confirm A Delay in The Beginning of The Easing Cycle
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Preview: For the BOJ The Time for Policy Change Is Nearing, As Soon As March
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 March 2024
Preview: For the BOJ The Time for Policy Change Is Nearing, As Soon As March
Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun
Preview: For the BOJ The Time for Policy Change Is Nearing, As Soon As March
by Nouriel Roubini and Nato Balavadze
18 March 2024
September 2023 - March 2024
Preview: ECB To Buy Time Before Cutting Rates
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
Preview: Fed to Start Preparing The Ground For Rate Cuts
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
4 March 2024
Preview: Fed to Start Preparing The Ground For Rate Cuts
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
Preview: Fed to Start Preparing The Ground For Rate Cuts
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
29 January 2024
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
by Nouriel Roubini and Brunello Rosa
24 January 2024
Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
2024: A Year Of Living Dangerously In Geo-Politics, While Economies and Markets Remain Resilient
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
23 January 2024
Preview: BOJ To Keep Its Policy Stance Unchanged Post Earthquake
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
by Nouriel Roubini and Nato Balavadze
22 January 2024
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
18 December 2023
Preview: ECB on Hold In December, With First Indications on PEPP Reinvestment
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Preview: ECB on Hold In December, With First Indications on PEPP Reinvestment
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
13 December 2023
Preview: Fed to Stay on Hold, “High For Longer” May Be Less Long
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Preview: ECB on Hold In December, With First Indications on PEPP Reinvestment
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 December 2023
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
31 October 2023
Preview: “High For Longer” Is More Likely Than “Higher For Longer”
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
30 October 2023
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
24 October 2023
Preview: Fed To Skip The September Hike, But May Hike Again This Year
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 September 2023
March - September 2023
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
11 September 2023
Preview: BOJ Most Likely To Stay Put In July
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
25 July 2023
Preview: Fed To Hike in July But Not Decided If That Is The Last Hike
Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
24 July 2023
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
24 July 2023
Travel Notes Germany: A Resilient Economy Despite the Technical Recession
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
By Brunello Rosa and Nouriel Roubini
20 June 2023
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent
Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 June 2023
Preview: Fed To Deliver a Hawkish Pause in June
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
Preview: ECB To Increase Rates By 25bps in May and Remain Hawkish
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 June 2023
Preview: ECB To Increase Rates By 25bps in May and Remain Hawkish
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
Preview: ECB To Increase Rates By 25bps in May and Remain Hawkish
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 May 2023
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause
Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
1 May 2023
Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
20 March 2023
ECB Preview Update: Uncertainty On ECB Decision Increases
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
by Brunello Rosa and Nouriel Roubini
14 March 2023
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
13 March 2023
october 2022 - january 2023
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
30 January 2023
Preview: ECB To Enter Into Persistent Tightening Territory in February
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
30 January 2023
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
16 January 2023
The Age of Megathreats
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
by Nouriel Roubini
4 January 2023
Global Outlook 2023: A Year Of Stagflation
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
23 December 2022
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027
by Brunello Rosa and Nouriel Roubini
19 December 2022
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
13 December 2022
Preview: Fed To Slow Down The Pace Of Rate Hikes But To Signal A Higher Peak
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 December 2022
The Coming Mother Of All Stagflationary Debt Crises
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Flash Preview: BoE To Increase Rates by (At Least) 75bps in November
by Nouriel Roubini
7 December 2022
Flash Preview: BoE To Increase Rates by (At Least) 75bps in November
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
Flash Preview: BoE To Increase Rates by (At Least) 75bps in November
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 November 2022
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
1 November 2022
ECB Preview: Another Jumbo Rate Hike Is On The Table for October
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
24 October 2022
MARCH - SEPTEMBER 2022
With The Far-Right Victory, Italy is About To Do Yet Another Political Experiment
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
by Brunello Rosa and Nouriel Roubini
23 September 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
20 September 2022
Preview: ECB to Increase Rates by At Least 50bps in September
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
6 September 2022
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
25 July 2022
ECB To Start Its Policy Rate Normalisation and Launch Its Anti-Fragmentation Facility in July
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
ECB To Start Its Policy Rate Normalisation and Launch Its Anti-Fragmentation Facility in July
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
15 July 2022
Flash Preview Change: Fed To Increase Rates by 75bps in June and July
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
ECB To Start Its Policy Rate Normalisation and Launch Its Anti-Fragmentation Facility in July
by Nouriel Roubini
14 June 2022
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
13 June 2022
Flash Preview: ECB Prepares The Ground For The Rates Liftoff
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
2 June 2022
Fed Preview: FOMC To Increase Rates by 50bps And Start QT In May
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Flash Preview: ECB Preparing The Ground For Policy Decisions In June
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
2 May 2022
Flash Preview: ECB Preparing The Ground For Policy Decisions In June
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
Flash Preview: ECB Preparing The Ground For Policy Decisions In June
by Brunello Rosa Nouriel Roubini and Nato Balavadze
11 April 2022
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
by Brunello Rosa and Nouriel Roubini
28 March 2022
Flash Preview: US Fed To Begin Its Policy Rate Normalization Plan
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
Is There An Optimal Policy Mix To Get The Global Economy Out Of The Current Difficult Conjuncture?
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
14 March 2022
June 2021 - March 2022
Flash Preview: ECB To End APP and Assess The Stagflationary Impact of The War In Ukraine
FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start
Flash Preview: ECB To End APP and Assess The Stagflationary Impact of The War In Ukraine
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
4 March 2022
Flash Preview: ECB To Further Clarify Its Policy Stance After March
FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start
Flash Preview: ECB To End APP and Assess The Stagflationary Impact of The War In Ukraine
by Nouriel Roubini and Brunello Rosa
28 January 2022
FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start
FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start
FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start
by Nouriel Roubini and Brunello Rosa
24 January 2022
Preview: ECB To Launch Its Post-Pandemic Policy Package
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start
by Brunello Rosa and Nouriel Roubini
13 December 2021
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
by Nouriel Roubini and Brunello Rosa
13 December 2021
Flash Preview: Fed To Announce QE Tapering Beginning In Mid-November
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
by Nouriel Roubini and Brunello Rosa
1 November 2021
Flash Preview: BoE Ready To Increase Its Bank Rate in November
Flash Preview: FOMC To Provide Advance Notice That Taper Start Is Upcoming, With An Option to Delay
Flash Preview: ECB Mulling Over The Policies For The Post Pandemic Period
by Brunello Rosa and Nouriel Roubini
29 October 2021
Flash Preview: ECB Mulling Over The Policies For The Post Pandemic Period
Flash Preview: FOMC To Provide Advance Notice That Taper Start Is Upcoming, With An Option to Delay
Flash Preview: ECB Mulling Over The Policies For The Post Pandemic Period
by Brunello Rosa and Nouriel Roubini
25 October 2021
Flash Preview: FOMC To Provide Advance Notice That Taper Start Is Upcoming, With An Option to Delay
Flash Preview: FOMC To Provide Advance Notice That Taper Start Is Upcoming, With An Option to Delay
Flash Preview: FOMC To Provide Advance Notice That Taper Start Is Upcoming, With An Option to Delay
by Nouriel Roubini and Alessandro Magnoli
20 September 2021
Flash Preview: Federal Reserve No Tapering Hints Yet
Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on
Flash Preview: FOMC To Provide Advance Notice That Taper Start Is Upcoming, With An Option to Delay
by Nouriel Roubini and Alessandro Magnoli
26 July 2021
Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on
Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on
Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on
by Nouriel Roubini and Fawaz Sulaiman Al Mughrabi
14 June 2021
Flash Preview – ECB Likely to Keep its Current Pace of PEPP Purchases
Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on
Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on
by Brunello Rosa, Nouriel Roubini and Karmen Meneses
7 June 2021
October 2020 - April 2021
Flash Preview: US Federal Reserve Strong Economic Expansion Ahead, But No Tapering Talk Yet
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
by Nouriel Roubini and Alessandro Magnoli Bocchi
26 April 2021
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
by Nouriel Roubini, Brunello Rosa
and Alessandro Magnoli Bocchi
15 March 2021
Preview: Bank Of Japan To Remain Highly Accommodative After Its Strategy Review
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
ECB PREVIEW: ECB To Continue Focusing on Maintaining Favourable Market Conditions
by Brunello Rosa, Nouriel Roubini and
Fawaz Sulaiman Al Mughrabi
12 March 2021
ECB PREVIEW: ECB To Continue Focusing on Maintaining Favourable Market Conditions
ECB PREVIEW: ECB To Continue Focusing on Maintaining Favourable Market Conditions
ECB PREVIEW: ECB To Continue Focusing on Maintaining Favourable Market Conditions
by Brunello Rosa, Nouriel Roubini, Alessandro Magnoli Bocchi
5 March 2021
European Banks: Are AMCs Coming to Deal With Looming Surge in NPLs?
ECB PREVIEW: ECB To Continue Focusing on Maintaining Favourable Market Conditions
European Banks: Are AMCs Coming to Deal With Looming Surge in NPLs?
by Brunello Rosa and Nouriel Roubini
25 February 2021
Preview: FOMC Looking Through the Soft Patch
ECB PREVIEW: ECB To Continue Focusing on Maintaining Favourable Market Conditions
European Banks: Are AMCs Coming to Deal With Looming Surge in NPLs?
by Nouriel Roubini and Alessandro Magnoli Bocchi
25 January 2021
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
by Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi
23 December 2020
Flash Preview: Fed to Stay Mostly On Hold While Ready for Additional Steps on QE
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
by Nouriel Roubini and Fawaz Al Mughrabi
14 December 2020
Preview: ECB To Launch Comprehensive Stimulus Package
GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Ye
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
by Brunello Rosa, Nouriel Roubini and Fawaz Sulaiman Al Mughrabi
4 December 2020
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
by Brunello Rosa and Nouriel Roubini
16 November 2020
Flash Preview: Federal Reserve's FOMC On Hold For Now
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
Flash Review: ECB To “Recalibrate” All Its Instruments In December
by Brunello Rosa, Nouriel Roubini, Karmen Meneses
2 November 2020
Flash Review: ECB To “Recalibrate” All Its Instruments In December
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
Flash Review: ECB To “Recalibrate” All Its Instruments In December
by Brunello Rosa and Nouriel Roubini
29 October 2020
april - october 2020
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
by Nouriel Roubini Karmen Meneses
23 October 2020
ECB Preview: ECB To Mull Further PEPP Extension and Expansion
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
by Brunello Rosa, Nouriel Roubini and Karmen Meneses
23 October 2020
Flash Preview: US Federal Reserve Gradually Transitioning to a New Regime
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
Fed’s Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
by Nouriel Roubini and Farah Aladsani
13 September 2020
Fed’s Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
Fed’s Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
Fed’s Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
by Brunello Rosa and Nouriel Roubini
28 August 2020
Preview: FOMC on Hold While Concluding Its Strategic Review
Fed’s Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
Preview: FOMC on Hold While Concluding Its Strategic Review
by Nouriel Roubini and Farah Aladsani
27 July 2020
Where Helicopters Dare
Fed’s Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets
Preview: FOMC on Hold While Concluding Its Strategic Review
By Brunello Rosa and Nouriel Roubini
25 June 2020
Flash Preview: FOMC To Stay on Hold While Mulling Next Steps of Unconventional Policies
Flash Preview: FOMC To Stay on Hold While Mulling Next Steps of Unconventional Policies
Flash Preview: FOMC To Stay on Hold While Mulling Next Steps of Unconventional Policies
By Nouriel Roubini and Fawaz Sulaiman Al Mughrabi
08 June 2020
Flash Preview: ECB Set To Increase PEPP In June
Flash Preview: FOMC To Stay on Hold While Mulling Next Steps of Unconventional Policies
Flash Preview: FOMC To Stay on Hold While Mulling Next Steps of Unconventional Policies
By Nouriel Roubini, Brunello Rosa and Farah Aladsani
1 June 2020
China: Escalating Cold War With The US, Slow Post-Pandemic Recovery
Flash Preview: FOMC To Stay on Hold While Mulling Next Steps of Unconventional Policies
Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman
by Alessandro Magnoli Bocchi and Nouriel Roubini
28 May 2020
Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman
Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman
Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman
By Nouriel Roubini, Alessandro Magnoli Bocchi, Brunello Rosa, Marco Lucchin
15 May 2020
Flash Preview: ECB To Expand The Scope (And Possibly The Size) of PEPP in April
Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman
Outlook Update - PART 4: Q2- ASSET ALLOCATION: Focus On The Long-Term, Find Opportunities in Crisis
By Brunello Rosa and Nouriel Roubini
28 April 2020
Outlook Update - PART 4: Q2- ASSET ALLOCATION: Focus On The Long-Term, Find Opportunities in Crisis
Oil Outlook 20-21: Prices To Stabilize, With OPEC+ Deal Unlikely to Make Up For Fall in Global Deman
Outlook Update - PART 4: Q2- ASSET ALLOCATION: Focus On The Long-Term, Find Opportunities in Crisis
By Alessandro Magnoli Bocchi, Nouriel Roubini, Fawaz Sulaiman Al Mughrabi, Farah Aladsani
27 April 2020
january - april 2020
Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More
Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More
Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More
By Nouriel Roubini and Brunello Rosa
27 April 2020
Flash Preview: BoJ and Riksbank Remaining Alert To Covid-Crisis
Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More
Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More
by Brunello Rosa, Nouriel Roubini, Fawaz Al Mughrabi and Karmen Meneses
24 April 2020
EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council
Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More
EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council
By Brunello Rosa and Nouriel Roubini
22 April 2020
Is a U-Shaped “Greater Recession” Consistent With a V-Shaped Equity Market Recovery?
Outlook Update - PART 3: COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight
EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council
By Nouriel Roubini and Brunello Rosa
16 April 2020
Outlook Update - PART 3: COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight
Outlook Update - PART 3: COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight
Outlook Update - PART 3: COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight
By Alessandro Magnoli Bocchi, Brunello Rosa and Nouriel Roubini
26 March 2020
Outlook Update – PART 2: Fiscal and Monetary Policy Response To COVID-19
Outlook Update - PART 3: COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight
Outlook Update - PART 3: COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight
By Nouriel Roubini and Brunello Rosa
20 March 2020
COVID-19 Leads To A Global Recession With Severe Bear Market and Debt Crises
COVID-19 Leads To A Global Recession With Severe Bear Market and Debt Crises
COVID-19 Leads To A Global Recession With Severe Bear Market and Debt Crises
By Nouriel Roubini, Alessandro Magnoli Bocchi and Brunello Rosa
17 March 2020
Flash Preview: BOJ To Follow Global Central Banks And Ease Its Policy Stance
COVID-19 Leads To A Global Recession With Severe Bear Market and Debt Crises
COVID-19 Leads To A Global Recession With Severe Bear Market and Debt Crises
By Brunello Rosa, Farah Aladsani and Nouriel Roubini
13 March 2020
COVID-19 Will Trigger a Massive Shock to the Global Economy and Markets
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
By Nouriel Roubini and Brunello Rosa
25 February 2020
Argentina: The Road Ahead For The Debt-Restructuring Negotiations
Flash Preview: Riksbank on Hold, With An Eye On The Global Economy coming events
COVID-19 Will Trigger a Massive Shock to the Global Economy and Markets
By Nouriel Roubini and Alessandro Magnoli Bocchi
18 February 2020
Flash Preview: Riksbank on Hold, With An Eye On The Global Economy coming events
Flash Preview: Riksbank on Hold, With An Eye On The Global Economy coming events
Flash Preview: Riksbank on Hold, With An Eye On The Global Economy coming events
By Brunello Rosa and Nouriel Roubini
7 February 2020
Flash Preview: Fed to Remain on Hold in January
Flash Preview: Riksbank on Hold, With An Eye On The Global Economy coming events
Flash Preview: Riksbank on Hold, With An Eye On The Global Economy coming events
By Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi
27 January 2020
december 2019 - january 2020
Flash Preview: BoE To Remain On Hold (But With The High Risk Of a Cut) In January
Flash Preview: ECB On Hold As Downside Risks Modestly Fade, While Launching The Strategic Review
Flash Preview: ECB On Hold As Downside Risks Modestly Fade, While Launching The Strategic Review
by Brunello Rosa, Nouriel Roubini and Alessandro Magnoli Bocchi
24 January 2020
Flash Preview: ECB On Hold As Downside Risks Modestly Fade, While Launching The Strategic Review
Flash Preview: ECB On Hold As Downside Risks Modestly Fade, While Launching The Strategic Review
Flash Preview: ECB On Hold As Downside Risks Modestly Fade, While Launching The Strategic Review
By Brunello Rosa and Nouriel Roubini
20 January 2020
Flash Preview: Bank of Japan To Keep Its Cool And Let Fiscal Policy Do The Heavy-Lifting
Flash Preview: ECB On Hold As Downside Risks Modestly Fade, While Launching The Strategic Review
Flash Preview: Norges Bank To Remain On Hold In January, While Keeping Its Modest Hiking Bias
By Nouriel Roubini and Brunello Rosa
17 January 2020
Flash Preview: Norges Bank To Remain On Hold In January, While Keeping Its Modest Hiking Bias
Flash Preview: Norges Bank To Remain On Hold In January, While Keeping Its Modest Hiking Bias
Flash Preview: Norges Bank To Remain On Hold In January, While Keeping Its Modest Hiking Bias
By Brunello Rosa and Nouriel Roubini
17 January 2020
Getting Ready For The Brexit “Adjustment”
Flash Preview: Norges Bank To Remain On Hold In January, While Keeping Its Modest Hiking Bias
Bank of England Moving Closer To Cutting Rates
By Brunello Rosa and Nouriel Roubini
17 January 2020
Bank of England Moving Closer To Cutting Rates
Flash Preview: Norges Bank To Remain On Hold In January, While Keeping Its Modest Hiking Bias
Bank of England Moving Closer To Cutting Rates
By Brunello Rosa and Nouriel Roubini
16 January 2020
US-Iran Scenario Analysis: Risk-off Ahead - An Update On The Conflict And Its Implications
MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened
2020 GLOBAL OUTLOOK AND ASSET ALLOCATION - Despite The Improved Outlook, Beware of The Cracks
By Nouriel Roubini and Giorgio Cafiero
8 January 2020
2020 GLOBAL OUTLOOK AND ASSET ALLOCATION - Despite The Improved Outlook, Beware of The Cracks
MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened
2020 GLOBAL OUTLOOK AND ASSET ALLOCATION - Despite The Improved Outlook, Beware of The Cracks
by Nouriel Roubini, Brunello Rosa and
Alessandro Magnoli Bocchi
16 December 2019
MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened
MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened
MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened
by Nouriel Roubini and Brunello Rosa
16 December 2019
MONETARY AFFAIRS - Federal Reserve Preview: Managing The Pause
US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time
MONETARY AFFAIRS - BOJ PREVIEW: Bank of Japan to Stay on Hold, as Global Headwinds Are Lessened
by Nouriel Roubini and Brunello Rosa
9 December 2019
MONETARY AFFAIRS - ECB PREVIEW: All Attention Will Be On Lagarde’s First Press Conference
US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time
US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time
by Brunello Rosa and Nouriel Roubini
6 December 2019
US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time
US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time
US-China Phase-1 Deal Likely To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time
by Nouriel Roubini
6 December 2019
SEPTEMBER - NOVEMBER 2019
POLICY COMPASS - Federal Reserve’s Policy Into 2020-21: Lower For Longer?
Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump
Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump
by Nouriel Roubini and Brunello Rosa
15 November 2019
Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump
Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump
Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump
by Nouriel Roubini and Brunello Rosa
13 November 2019
Federal Reserve Preview: A 25-bps Rate Cut, And a Likely Pause After
Helicopter Drops of Money: Pros & Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump
Federal Reserve Preview: A 25-bps Rate Cut, And a Likely Pause After
by Nouriel Roubini and Brunello Rosa
28 October 2019
Central Bank Preview: BoJ Mulls Policy Stimulus In October
MONETARY AFFAIRS - BOJ PREVIEW: Keeping the Powder (Mostly) Dry
Federal Reserve Preview: A 25-bps Rate Cut, And a Likely Pause After
by Nouriel Roubini and Brunello Rosa
25 October 2019
An Investor Guide to Navigate Argentina's Debt Restructuring
MONETARY AFFAIRS - BOJ PREVIEW: Keeping the Powder (Mostly) Dry
MONETARY AFFAIRS - BOJ PREVIEW: Keeping the Powder (Mostly) Dry
by Nouriel Roubini and Alessandro Magnoli Bocchi
23 September 2019
MONETARY AFFAIRS - BOJ PREVIEW: Keeping the Powder (Mostly) Dry
MONETARY AFFAIRS - BOJ PREVIEW: Keeping the Powder (Mostly) Dry
MONETARY AFFAIRS - BOJ PREVIEW: Keeping the Powder (Mostly) Dry
by Nouriel Roubini, Brunello Rosa and Francesca Panelli
17 September 2019
JULY - SEPTEMBER 2019
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
by Nouriel Roubini, Brunello Rosa and Francesca Panelli
16 September 2019
ECB PREVIEW: ECB’s Easing Package May Be Smaller Than Expected
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
By Brunello Rosa and Nouriel Roubini
6 September 2019
ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
By Brunello Rosa, Nouriel Roubini and Francesca Panelli
23 August 2019
Negative Supply Shocks and Optimal Monetary Policy Response
Scenarios: Tension Between Iran & US Likely To Continue, Increasing Risk Of Escalation
ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
by Nouriel Roubini
20 August 2019
Scenarios: Tension Between Iran & US Likely To Continue, Increasing Risk Of Escalation
Scenarios: Tension Between Iran & US Likely To Continue, Increasing Risk Of Escalation
Scenarios: Tension Between Iran & US Likely To Continue, Increasing Risk Of Escalation
by G. Cafiero, N. Roubini and B. Rosa
14 August 2019
Preview: Fed to Cut Rates by 25bps in July and Signal Another 25bps Cut In Septem
Scenarios: Tension Between Iran & US Likely To Continue, Increasing Risk Of Escalation
Scenarios: Tension Between Iran & US Likely To Continue, Increasing Risk Of Escalation
By N. Roubini, B. Rosa and Alex Waters
29 July 2019
JUNE - JULY 2019
BOJ Preview: Incremental Steps Before September’s Decisions
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Brexit and BoE Update: Brace For Political Turmoil In Coming Months
By A. Waters, B. Rosa, Nouriel Roubini
26 July 2019
Brexit and BoE Update: Brace For Political Turmoil In Coming Months
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Brexit and BoE Update: Brace For Political Turmoil In Coming Months
by Brunello Rosa and Nouriel Roubini
12 July 2019
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Macron’s Push For French and European Reform Remains, But Will Be Constrained
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
by Brunello Rosa and Nouriel Roubini
9 July 2019
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
by Nouriel Roubini and Brunello Rosa
20 June 2019
TRAVEL NOTES: No-Deal Hard Brexit Is Still A Low-Probability Scenario
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
by Nouriel Roubini and Brunello Rosa
18 June 2019
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
POLICY COMPASS: EU Musical Chairs’ Battle At The Center of the EU Council Meeting
Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
by N. Roubini, B. Rosa and Alex Waters
17 June 2019
May - june 2019
US-China: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War
US-China: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War
US-China: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War
by Nouriel Roubini
14 June 2019
ECB Preview: Don’t Expect Too Much Substance, But Still a Dovish Tone
US-China: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War
US-China: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War
by Brunello Rosa and Nouriel Roubini
3 June 2019
MACRO PICTURE - USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations
US-China: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War
MACRO PICTURE - USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations
by N. Roubini, B.Rosa, Giorgio Cafiero
23 May 2019
US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Policy
MONETARY AFFAIRS - Review: Fed Remains Patiently Dovish, But No Rate Cuts In Sight
MACRO PICTURE - USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations
by Nouriel Roubini and Brunello Rosa
16 May 2019
CHINA: Growth Is Stabilizing at the Cost of Renewed Financial Imbalances
MONETARY AFFAIRS - Review: Fed Remains Patiently Dovish, But No Rate Cuts In Sight
MONETARY AFFAIRS - Review: Fed Remains Patiently Dovish, But No Rate Cuts In Sight
by Nouriel Roubini
7 May 2019
MONETARY AFFAIRS - Review: Fed Remains Patiently Dovish, But No Rate Cuts In Sight
MONETARY AFFAIRS - Review: Fed Remains Patiently Dovish, But No Rate Cuts In Sight
MONETARY AFFAIRS - Review: Fed Remains Patiently Dovish, But No Rate Cuts In Sight
by Brunello Rosa and Nouriel Roubini
1 May 2019
March - APril 2019
Preview: Fed Still Patient, With Rate Cuts Considered Only If Outlook Worsens
Preview: Fed Still Patient, With Rate Cuts Considered Only If Outlook Worsens
Preview: Fed Still Patient, With Rate Cuts Considered Only If Outlook Worsens
by Nouriel Roubini and Alex Waters
29 April 2019
Bank of Japan Preview: BoJ In Wait-And-See Mode as Global Headwinds May Fade
Preview: Fed Still Patient, With Rate Cuts Considered Only If Outlook Worsens
Preview: Fed Still Patient, With Rate Cuts Considered Only If Outlook Worsens
by Alex Waters and Nouriel Roubini
19 April 2019
Monetary and Fiscal Easing Space Is Available In A Downside Scenario
Preview: Fed Still Patient, With Rate Cuts Considered Only If Outlook Worsens
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
by Nouriel Roubini
10 April 2019
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
by Brunello Rosa and Nouriel Roubini
8 April 2019
MACRO PICTURE - EU-US Auto Trade Dispute: Negotiations Before A War
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
Likely Changes In Fed’s Monetary Policy Strategy, Tools And Communication Policy
by A. Waters, Brunello Rosa, Nouriel Roubini
2 April 2019
Likely Changes In Fed’s Monetary Policy Strategy, Tools And Communication Policy
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
Likely Changes In Fed’s Monetary Policy Strategy, Tools And Communication Policy
by Nouriel Roubini
25 March 2019
December 2018 - March 2019
Fed Preview: Extended Pause Highly Likely and Treasuries Runoff to End This Year
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
Fed Preview: Extended Pause Highly Likely and Treasuries Runoff to End This Year
by N. Roubini, B. Rosa and A. Waters
14 March 2019
MACRO PICTURE - Europe Update: Awaiting The Populist Tsunami
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
Fed Preview: Extended Pause Highly Likely and Treasuries Runoff to End This Year
by Brunello Rosa and Nouriel Roubini
8 March 2019
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
by Nouriel Roubini and Brunello Rosa
21 February 2019
TRAVEL NOTES: Germany's Economic and Political Uncertainties Are Rising
Global Outlook & Strategic Asset Allocation For 2019: Skating on Thinner Ice
ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risk
by Nouriel Roubini and Brunello Rosa
14 February 2019
POLICY COMPASS - Brexit Update: Getting to A Deal (One Way or Another)
Global Outlook & Strategic Asset Allocation For 2019: Skating on Thinner Ice
Global Outlook & Strategic Asset Allocation For 2019: Skating on Thinner Ice
by Brunello Rosa
and Nouriel Roubini
13 February 2019
Global Outlook & Strategic Asset Allocation For 2019: Skating on Thinner Ice
Global Outlook & Strategic Asset Allocation For 2019: Skating on Thinner Ice
Global Outlook & Strategic Asset Allocation For 2019: Skating on Thinner Ice
by Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi
18 December 2018