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Rosa & Roubini Associates

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

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

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. 

LINK TO NOURIELROUBINI.COM

recent publications

Preview: Fed To Skip The September Hike, But May Hike Again This Year

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

19 September 2023

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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 

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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 

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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

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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 

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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 

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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September - December 2018

PREVIEW: Fed to Signal Slower Pace of Policy Normalization

China Prepares for A Potential Full-Scale Economic and Geopolitical Cold War

ECB PREVIEW: We Do Not Expect A Radical Shift In Policy in December

by Brunello Rosa, Alex Waters 

and Nouriel Roubini 

17 December 2018

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ECB PREVIEW: We Do Not Expect A Radical Shift In Policy in December

China Prepares for A Potential Full-Scale Economic and Geopolitical Cold War

ECB PREVIEW: We Do Not Expect A Radical Shift In Policy in December

by Brunello Rosa and Nouriel Roubini


30 November 2018

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China Prepares for A Potential Full-Scale Economic and Geopolitical Cold War

China Prepares for A Potential Full-Scale Economic and Geopolitical Cold War

BOJ Still Far From A Shift In Policy Regime, But Triggers For A Change Are Now Clearer

by Nouriel Roubini


20 November 2018

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BOJ Still Far From A Shift In Policy Regime, But Triggers For A Change Are Now Clearer

BOJ Still Far From A Shift In Policy Regime, But Triggers For A Change Are Now Clearer

BOJ Still Far From A Shift In Policy Regime, But Triggers For A Change Are Now Clearer

by Nouriel Roubini

8 November 2018

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In this “Final Rush,” Risks Remain That A Crisis Might Be Needed To Break the

BOJ Still Far From A Shift In Policy Regime, But Triggers For A Change Are Now Clearer

The Journey To the Next Recession and Financial Crisis in 2020 Has Already Begun

by Brunello Rosa and Nouriel Roubini

7 November 2018

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The Journey To the Next Recession and Financial Crisis in 2020 Has Already Begun

BOJ Still Far From A Shift In Policy Regime, But Triggers For A Change Are Now Clearer

The Journey To the Next Recession and Financial Crisis in 2020 Has Already Begun

by Nouriel Roubini and Brunello Rosa

20 September 2018

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August - September 2018

PREVIEW: Fed Continues to Normalize At a Steady Pace

TRAVEL NOTES: Focus on Italy’s First “Populist” Budget

PREVIEW: Fed Continues to Normalize At a Steady Pace

by Brunello Rosa and Nouriel Roubini

24 September 2018

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The European “Musical Chairs” Game Continues

TRAVEL NOTES: Focus on Italy’s First “Populist” Budget

PREVIEW: Fed Continues to Normalize At a Steady Pace

by Nouriel Roubini and Brunello Rosa

20 September 2018

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TRAVEL NOTES: Focus on Italy’s First “Populist” Budget

TRAVEL NOTES: Focus on Italy’s First “Populist” Budget

TURKEY: Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

by Brunello Rosa and Nouriel Roubini

17 September 2018

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TURKEY: Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

TURKEY: Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

TURKEY: Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

by Nouriel Roubini

23 August 2018

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MONETARY AFFAIRS: BOJ Policy Tweaks Fail To Impress Markets

TURKEY: Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

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

by Brunello Rosa and Nouriel Roubini

21 August 2018

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

TURKEY: Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

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

by Nouriel Roubini

14 August 2018

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TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

by Nouriel Roubini

9 August 2018

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PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

by Nouriel Roubini

27 July 2018

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TRAVEL NOTE - FRANCE: Europe’s (Temporary) Bright Spot

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

by Brunello Rosa and Nouriel Roubini

4 July 2018 

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ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

By Brunello Rosa and Nouriel Roubini

20 June 2018 

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FED PREVIEW: Hike in June Done Deal, Four Hikes in 2018 Not Yet

ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide

by Nouriel Roubini and Brunello Rosa

11 June 2018

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ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide

ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide

By Brunello Rosa and Nouriel Roubini

8 June 2018 

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