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January - April 2018
Italy: Short-Term Resilience, Long-Term Fragility
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
Italy: Short-Term Resilience, Long-Term Fragility
by Brunello Rosa and Nouriel Roubini
24 April 2018
BOE Mulling Rate Hike Amid Brexit Uncertainties
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
Italy: Short-Term Resilience, Long-Term Fragility
by 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
India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
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
India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth
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
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
2 March 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
Q&A on FOMC Composition and Fed’s Policy Regime
by Nouriel Roubini and Brunello Rosa
13 February 2018
Riksbank Preview: On Hold, With A Dovish Biasn
Travel Notes: Will Macron Succeed in Reforming France?
Q&A on FOMC Composition and Fed’s Policy Regime
by Brunello Rosa and Nouriel Roubini
12 February 2018
The European “Musical Chairs” Game Has Just Begun
Travel Notes: Will Macron Succeed in Reforming France?
Travel Notes: Will Macron Succeed in Reforming France?
by Brunello Rosa and Nouriel Roubini
17 Janaury 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
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
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
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
August - 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
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