POLICY COMPASS

Outlook Update – PART 2: Fiscal and Monetary Policy Response To COVID-19

Outlook Update – PART 2: Fiscal and Monetary Policy Response To COVID-19

Outlook Update – PART 2: Fiscal and Monetary Policy Response To COVID-19

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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

Outlook Update – PART 2: Fiscal and Monetary Policy Response To COVID-19

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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

Flash Review: Regional Elections Give a Breather To The Italian Government

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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

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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

US-Iran Scenario Analysis: Risk-off Ahead - An Update On The Conflict And Its Implications

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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

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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-China Phase-1 Deal To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time

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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

US-China Phase-1 Deal To Be Completed Soon, Strategic Rivalry Likely To Increase Over Time

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 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?

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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?

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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?

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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by Nouriel Roubini and Brunello Rosa

15 September 2017