Nouriel Roubini

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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

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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

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 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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?

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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?

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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

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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

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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

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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

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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

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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

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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

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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

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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?

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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?

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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

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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

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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

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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

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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

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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

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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

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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?

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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?

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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?

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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by Brunello Rosa and Nouriel Roubini

5 September 2017