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POLICY COMPASS
EU Agreements Mask Underlying Tensions
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 Grégoire Roos
15 December 2020
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
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by Brunello Rosa and Nouriel Roubini
22 September 2020
Flash Review: Italian Regional Elections and Referendum End Up Stabilising The Government
BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA
Flash Review: Italian Regional Elections and Referendum End Up Stabilising The Government
by Brunello Rosa
22 September 2020
Italian Regional Elections and Referendum Pose a Threat to The Government
The Post-Covid Recovery Deal: Not A “Hamilton Moment” But Still A Turning Point In EU History
Flash Review: Italian Regional Elections and Referendum End Up Stabilising The Government
by Brunello Rosa
14 September 2020
The Post-Covid Recovery Deal: Not A “Hamilton Moment” But Still A Turning Point In EU History
The Post-Covid Recovery Deal: Not A “Hamilton Moment” But Still A Turning Point In EU History
The Post-Covid Recovery Deal: Not A “Hamilton Moment” But Still A Turning Point In EU History
by Grégoire Roos
5 August 2020
Where Helicopters Dare
The Post-Covid Recovery Deal: Not A “Hamilton Moment” But Still A Turning Point In EU History
The Post-Covid Recovery Deal: Not A “Hamilton Moment” But Still A Turning Point In EU History
by Brunello Rosa and Nouriel Roubini
25 June 2020
Geopolitical Tension Mounting In The Mediterranean Sea
Geopolitical Tension Mounting In The Mediterranean Sea
Geopolitical Tension Mounting In The Mediterranean Sea
by Marco Lucchin
9 June 2020
November 2019 - May 2020
Between “Hamilton” and “Jefferson” Moment: The EU Response To Covid-19
EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council
EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council
by Brunello Rosa
12 May 2020
EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council
EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council
EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council
by Brunello Rosa and Nouriel Roubini
22 April 2020
Ready to Fight: Russia’s Cyber and AI Strategies To Navigate The Covid-19 Crisis And
EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council
Ready to Fight: Russia’s Cyber and AI Strategies To Navigate The Covid-19 Crisis And
by Marco Lucchin and Brunello Rosa
8 April 2020
Outlook Update – PART 2: Fiscal and Monetary Policy Response To COVID-19
Outlook Update – PART 2: Fiscal and Monetary Policy Response To COVID-19
Ready to Fight: Russia’s Cyber and AI Strategies To Navigate The Covid-19 Crisis And
by Nouriel Roubini and Brunello Rosa
20 March 2020
Thuringia-Gate Has Decisive Consequences For Both Germany And Europe
Outlook Update – PART 2: Fiscal and Monetary Policy Response To COVID-19
Thuringia-Gate Has Decisive Consequences For Both Germany And Europe
by John Hulsman and Brunello Rosa
25 February 2020
Argentina: The Road Ahead For The Debt-Restructuring Negotiations
Outlook Update – PART 2: Fiscal and Monetary Policy Response To COVID-19
Thuringia-Gate Has Decisive Consequences For Both Germany And Europe
by Nouriel Roubini, Alessandro Magnoli
18 February 2020
Flash Review: Regional Elections Give a Breather To The Italian Government
US-Iran Scenario Analysis: Risk-off Ahead - An Update On The Conflict And Its Implications
Flash Review: Regional Elections Give a Breather To The Italian Government
by Brunello Rosa
27 January 2020
POLICY COMPASS - Brexit Update: Getting Ready For The Brexit “Adjustment”
US-Iran Scenario Analysis: Risk-off Ahead - An Update On The Conflict And Its Implications
Flash Review: Regional Elections Give a Breather To The Italian Government
by Brunello Rosa and Nouriel Roubini
17 January 2020
US-Iran Scenario Analysis: Risk-off Ahead - An Update On The Conflict And Its Implications
US-Iran Scenario Analysis: Risk-off Ahead - An Update On The Conflict And Its Implications
US-Iran Scenario Analysis: Risk-off Ahead - An Update On The Conflict And Its Implications
by Nouriel Roubini and Giorgio Cafiero
8 January 2020
US-China Phase-1 Deal To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time
US-China Phase-1 Deal To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time
US-Iran Scenario Analysis: Risk-off Ahead - An Update On The Conflict And Its Implications
by Nouriel Roubini
6 December 2019
POLICY COMPASS - European Union Update: Winter Is Coming For Europe’s Wobbly Coalitions
US-China Phase-1 Deal To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time
POLICY COMPASS: Federal Reserve’s Policy Into 2020-21: Lower Interest Rates For Longer?
By Grégoire Roos and Brunello Rosa
5 December 2019
POLICY COMPASS: Federal Reserve’s Policy Into 2020-21: Lower Interest Rates For Longer?
US-China Phase-1 Deal To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time
POLICY COMPASS: Federal Reserve’s Policy Into 2020-21: Lower Interest Rates For Longer?
by Nouriel Roubini and Brunello Rosa
15 November 2019
September - november 2019
BoE To Remain in Wait–And–See Mode Before The General Election
Russia and The EU: The Geo-Strategic Implications of The Nord Stream-2 Gas Pipeline
POLICY COMPASS: UK Brexit Negotiations Continue Amid Increasing Uncertainty
by Brunello Rosa
1 November 2019
POLICY COMPASS: UK Brexit Negotiations Continue Amid Increasing Uncertainty
Russia and The EU: The Geo-Strategic Implications of The Nord Stream-2 Gas Pipeline
POLICY COMPASS: UK Brexit Negotiations Continue Amid Increasing Uncertainty
by Brunello Rosa
16 October 2019
Russia and The EU: The Geo-Strategic Implications of The Nord Stream-2 Gas Pipeline
Russia and The EU: The Geo-Strategic Implications of The Nord Stream-2 Gas Pipeline
Russia and The EU: The Geo-Strategic Implications of The Nord Stream-2 Gas Pipeline
by Paul Martin
15 October 2019
EU Update: A Challenging Start For The “Geopolitical Commission”
POLICY COMPASS: An Investor Guide to Navigate Argentina's Debt Restructuring
Russia and The EU: The Geo-Strategic Implications of The Nord Stream-2 Gas Pipeline
by Grégoire Roos and Brunello Rosa
11 October 2019
Despite The Constitutional Crisis, Johnson Remains The Most Popular Leader
POLICY COMPASS: An Investor Guide to Navigate Argentina's Debt Restructuring
POLICY COMPASS: An Investor Guide to Navigate Argentina's Debt Restructuring
by Brunello Rosa
26 September 2019
POLICY COMPASS: An Investor Guide to Navigate Argentina's Debt Restructuring
POLICY COMPASS: An Investor Guide to Navigate Argentina's Debt Restructuring
POLICY COMPASS: An Investor Guide to Navigate Argentina's Debt Restructuring
by N. Roubini and A, Magnoli Bocchi
23 September 2019
June - September 2019
POLICY COMPASS - Tension Between US and Iran Increases After The Attack On Saudi Arabia’s Oil Facili
POLICY COMPASS - Tension Between US and Iran Increases After The Attack On Saudi Arabia’s Oil Facili
POLICY COMPASS - Tension Between US and Iran Increases After The Attack On Saudi Arabia’s Oil Facili
by Giorgio Cafiero
17 September 2019
ITALY:Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging
POLICY COMPASS - Tension Between US and Iran Increases After The Attack On Saudi Arabia’s Oil Facili
POLICY COMPASS - Tension Between US and Iran Increases After The Attack On Saudi Arabia’s Oil Facili
by Brunello Rosa
29 August 2019
Government Crisis Update: A Chaotic Crisis Plunges Italy Into Deep Political Uncertainty
POLICY COMPASS - Tension Between US and Iran Increases After The Attack On Saudi Arabia’s Oil Facili
Government Crisis Update: A Chaotic Crisis Plunges Italy Into Deep Political Uncertainty
by Brunello Rosa
21 August 2019
Negative Supply Shocks and Optimal Monetary Policy Response
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
Government Crisis Update: A Chaotic Crisis Plunges Italy Into Deep Political Uncertainty
by Nouriel Roubini
20 August 2019
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
by Brunello Rosa
3 July 2019
Japan Election Update: Risk of Double Election Remains Despite Abe’s Dismissal
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium
by Alex Waters
27 June 2019
February - June 2019
EU Musical Chairs’ Battle At The Center of the EU Council Meeting
JAPAN: Monetary and Fiscal Easing Space Is Available In A Downside Scenario
POLICY COMPASS: No-Deal Hard Brexit Is Still A Low-Probability Scenario
by Nouriel Roubini and Brunello Rosa
20 June 2019
POLICY COMPASS: No-Deal Hard Brexit Is Still A Low-Probability Scenario
JAPAN: Monetary and Fiscal Easing Space Is Available In A Downside Scenario
POLICY COMPASS: No-Deal Hard Brexit Is Still A Low-Probability Scenario
By Nouriel Roubini and Brunello Rosa
18 June 2019
JAPAN: Monetary and Fiscal Easing Space Is Available In A Downside Scenario
JAPAN: Monetary and Fiscal Easing Space Is Available In A Downside Scenario
JAPAN: Monetary and Fiscal Easing Space Is Available In A Downside Scenario
by Nouriel Roubini
10 April 2019
POLICY COMPASS - Brexit Update: Going To The Wires
Japan: A General Election In July Is A Risk in A Hectic 2019
JAPAN: Monetary and Fiscal Easing Space Is Available In A Downside Scenario
by Brunello Rosa
15 March 2019
Japan: A General Election In July Is A Risk in A Hectic 2019
Japan: A General Election In July Is A Risk in A Hectic 2019
Japan: A General Election In July Is A Risk in A Hectic 2019
by Alex Waters
12 march 2019
Brexit Update: Getting to A Deal (One Way or Another)
Japan: A General Election In July Is A Risk in A Hectic 2019
Japan: A General Election In July Is A Risk in A Hectic 2019
by Brunello Rosa and Nouriel Roubini
13 february 2019
August 2018 - February 2019
The Rise of the Populist International: European Dis-Integration Ahead?
The Rise of the Populist International: European Dis-Integration Ahead?
The Rise of the Populist International: European Dis-Integration Ahead?
by Brunello Rosa and John Hulsman
6 February 2019
PERSIAN GULF: Increased Polarisation and Power Fragmentation Ahead
The Rise of the Populist International: European Dis-Integration Ahead?
The Rise of the Populist International: European Dis-Integration Ahead?
by Cinzia Bianco
29 January 2019
POLICY COMPASS - US 2018 Mid-Terms: An Election That Settled Nothing
The Rise of the Populist International: European Dis-Integration Ahead?
Italy’s “Populist” Budget Defies the EU, Markets And Rating Agencies
by John C. Hulsman
20 November 2018
Italy’s “Populist” Budget Defies the EU, Markets And Rating Agencies
Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed
Italy’s “Populist” Budget Defies the EU, Markets And Rating Agencies
By Brunello Rosa
28 September 2018
POLICY COMPASS: The European “Musical Chairs” Game Continues
Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed
Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed
by Nouriel Roubini and Brunello Rosa
20 September 2018
Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed
Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed
Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed
by Nouriel Roubini
23 August 2018
September 2017 - August 2018
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
By Brunello Rosa, Pablo Gallego Cuervo
and Renata Bossini
28 March 2017
POLICY COMPASS - Italian Elections: Uncertainty and Complacency Abound
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
by Brunello Rosa
6 February 2018
POLICY COMPASS - The European “Musical Chairs” Game Has Just Begun
Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
by Brunello Rosa and Nouriel Roubini
17 January 2018
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 Nourie 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
A Hard Brexit with a Canada-Style FTA is the Most Likely Scenario
by Brunello Rosa and Nouriel Roubini
27 November 2017
Further Eurozone Integration: The Time Window is Very Narrow
Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited
A Hard Brexit with a Canada-Style FTA is the Most Likely Scenario
by Nouriel Roubini and Brunello Rosa
15 September 2017