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 RESEARCH PAPERS
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
Outlook Update - PART 3: COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight
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
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
By Brunello Rosa, Farah Aladsani and Nouriel Roubini
13 March 2020
COVID-19 Will Trigger a Massive Shock to the Global Economy and Markets
Flash Preview: BOJ To Follow Global Central Banks And Ease Its Policy Stance
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: BOJ To Follow Global Central Banks And Ease Its Policy Stance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
April-june 2018
TRAVEL NOTES: UK Post-Brexit Customs Options Mask Deeper Choices
TRAVEL NOTES: UK Post-Brexit Customs Options Mask Deeper Choices
TRAVEL NOTES: UK Post-Brexit Customs Options Mask Deeper Choices
by Brunello Rosa and Nouriel Roubini
6 June 2018
Germany Remains Cautious On Further Eurozone Integration
TRAVEL NOTES: UK Post-Brexit Customs Options Mask Deeper Choices
TRAVEL NOTES: UK Post-Brexit Customs Options Mask Deeper Choices
by Brunello Rosa and Nouriel Roubini
5 June 2018
TRAVEL NOTES - China: Reforms and Rebalancing to Remain Gradual
TRAVEL NOTES: UK Post-Brexit Customs Options Mask Deeper Choices
TRAVEL NOTES - Russia: Putin to Continue Inward-Oriented Economic Policies
by Nouriel Roubini
4 June 2018
TRAVEL NOTES - Russia: Putin to Continue Inward-Oriented Economic Policies
US-China Trade Tensions: Skirmishes or Start of a Trade and Technology War?
TRAVEL NOTES - Russia: Putin to Continue Inward-Oriented Economic Policies
by Nouriel Roubini
29 May 2018
US-China Trade Tensions: Skirmishes or Start of a Trade and Technology War?
US-China Trade Tensions: Skirmishes or Start of a Trade and Technology War?
US-China Trade Tensions: Skirmishes or Start of a Trade and Technology War?
by Nouriel Roubini
2 May 2018
Italy: Short-Term Resilience, Long-Term Fragility
US-China Trade Tensions: Skirmishes or Start of a Trade and Technology War?
US-China Trade Tensions: Skirmishes or Start of a Trade and Technology War?
by Brunello Rosa
and Nouriel Roubini
24 April 2018
March - April 2018
BOE Mulling Rate Hike Amid Brexit Uncertainties
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
by Brunello Rosa
and Nouriel Roubini
20 April 2018
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
by Nouriel Roubini
18 APril 2018
ECB to Gradually Exit QE by Year-end
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
Fed Preview March 2018: A “Relatively Hawkish” Hike
By Brunello Rosa
and Nouriel Roubini
17 April 2018
Fed Preview March 2018: A “Relatively Hawkish” Hike
India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth
Fed Preview March 2018: A “Relatively Hawkish” Hike
by Brunello Rosa
and Nouriel Roubini
19 March 2018
India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth
India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth
India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth
by Nouriel Roubini
13 March 2018
ECB’s Dilemma: Euro Strength vs Removing the Easing Bias
India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth
India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth
by Brunello Rosa
and Nouriel Roubini
2 March 2018
January - February 2018
Volatility and Inflation Fears Likely to Continue Weighing on Markets
Volatility and Inflation Fears Likely to Continue Weighing on Markets
Volatility and Inflation Fears Likely to Continue Weighing on Markets
by Nouriel Roubini and Brunello Rosa
14 February 2018
Q&A on FOMC Composition and Fed’s Policy Regime
Volatility and Inflation Fears Likely to Continue Weighing on Markets
Volatility and Inflation Fears Likely to Continue Weighing on Markets
by Nouriel Roubini and Brunello Rosa
13 February 2018
Riksbank Preview: On Hold, With A Dovish Biasn
Volatility and Inflation Fears Likely to Continue Weighing on Markets
Travel Notes: Will Macron Succeed in Reforming France?
by Brunello Rosa and Nouriel Roubini
12 February 2018
Travel Notes: Will Macron Succeed in Reforming France?
Travel Notes: Will Macron Succeed in Reforming France?
Travel Notes: Will Macron Succeed in Reforming France?
By Nouriel Roubini and Brunello Rosa
3 January 2018
The European “Musical Chairs” Game Has Just Begun
Travel Notes: Will Macron Succeed in Reforming France?
The European “Musical Chairs” Game Has Just Begun
by Brunello Rosa and Nouriel Roubini
17 Janaury 2018
December 2017
2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising
2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising
2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising
by Nouriel Roubini and Brunello Rosa
20 December 2017
December 2017 Preview: Riksbank to Extend Monetary Easing
2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising
2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising
by Brunello Rosa and Nouriel Roubini
15 December 2017
Fed Preview: Cautious Tightening After The December Hike
U.S. Tax Cuts: A Most Modest Impact on the Economy and Markets
U.S. Tax Cuts: A Most Modest Impact on the Economy and Markets
by Brunello Rosa and Nouriel Roubini
11 December 2017
U.S. Tax Cuts: A Most Modest Impact on the Economy and Markets
U.S. Tax Cuts: A Most Modest Impact on the Economy and Markets
U.S. Tax Cuts: A Most Modest Impact on the Economy and Markets
by Nouriel Roubini
4 December 2017
November 2017
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
by Brunello Rosa and Nouriel Roubini
28 November 2017
A Hard Brexit with a Canada-Style FTA is the Most Likely Scenario
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
by Brunello Rosa and Nourie Roubini
27 November 2017
Will Fears from China Cause Another Global Risk-off Episode?
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
Will Fears from China Cause Another Global Risk-off Episode?
by Nouriel Roubini
24 November 2017
Tensions Over Catalonia To Remain Elevated for Some Time Yet
Are Inflation-Targeting Central Banks Moving Their Goal Posts?
Will Fears from China Cause Another Global Risk-off Episode?
by Brunello Rosa and Nouriel Roubini
16 November 2017
Are Inflation-Targeting Central Banks Moving Their Goal Posts?
Are Inflation-Targeting Central Banks Moving Their Goal Posts?
Are Inflation-Targeting Central Banks Moving Their Goal Posts?
by Brunello Rosa and Nouriel Roubini
8 November 2017
October 2017
The Choice of the New Fed Chair
How the Market is Mis-Reading the Riksbank
How the Market is Mis-Reading the Riksbank
by Nouriel Roubini
30 October 2017
How the Market is Mis-Reading the Riksbank
How the Market is Mis-Reading the Riksbank
How the Market is Mis-Reading the Riksbank
by Brunello Rosa and Nouriel Roubini
19 October 2017
ECB To Cautiously Reduce the Pace of QE
How the Market is Mis-Reading the Riksbank
BOE to Reduce Accommodation Despite Rising Political Turmoil
by Brunello Rosa and Nouriel Roubini
16 October 2017
BOE to Reduce Accommodation Despite Rising Political Turmoil
MACRO PICTURE: The Mystery of the Missing Inflation
BOE to Reduce Accommodation Despite Rising Political Turmoil
by Brunello Rosa and Nouriel Roubini
13 October 2017
MACRO PICTURE: The Mystery of the Missing Inflation
MACRO PICTURE: The Mystery of the Missing Inflation
MACRO PICTURE: The Mystery of the Missing Inflation
by Nouriel Roubini and Brunello Rosa
9 October 2017
September 2017
German Election: Reduced Window For Deeper EZ Integration
MONATARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
MONATARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
by Brunello Rosa and Nouriel Roubini
25 September 2017
MONATARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
MONATARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
MONATARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
by Brunello Rosa and Nouriel Roubini
20 September 2017
Further Eurozone Integration: The Time Window is Very Narrow
MONATARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals
Further Eurozone Integration: The Time Window is Very Narrow
by Nouriel Roubini and Brunello Rosa
15 September 2017
Fed Preview: "Relatively Dovish" Tightening Set to Continue
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
Further Eurozone Integration: The Time Window is Very Narrow
by Brunello Rosa and Nouriel Roubini
15 September 2017
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
by Brunello Rosa and Nouriel Roubini
5 September 2017