RESEARCH BY REGION

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European Banks: Are AMCs Coming to Deal With Looming Surge in NPLs?, by Brunello Rosa and Nouriel Roubini, 25 February 2021

EU Agreements Mask Underlying Tensions, by Grégoire Roos, 15 December 2020

BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA, by Brunello Rosa and Nouriel Roubini, 16 November 2020

EU Update: Uncertainty At Its Highest, As The EU Enters The Second Covid Wave, by Brunello Rosa and Grégoire Roos, 3 November 2020

EU's Technological Symphony N. 8, “The Unfinished”, by Marco Lucchin, 15 October 2020

The Post-Covid Recovery Deal: Not A “Hamilton Moment” But Still A Turning Point In EU History, by Grégoire Roos, 5 August 2020 

The Deal On the EU “Recovery Fund” Will Have Large National Repercussions, by Grégoire Roos and Brunello Rosa, 2 July 2020

POLICY COMPASS – Between “Hamilton” and “Jefferson” Moment: The EU Response To Covid-19, by Brunello Rosa, 12 May 2020

EU Commission Bonds With Enhanced ESM Surveillance To Unblock The Impasse at EU Council, by Brunello Rosa and Nouriel Roubini, 22 April 2020

Winter Is Coming For Europe’s Wobbly Coalitions, by Grégoire Roos and Brunello Rosa, 5 December 2019

EU Update: A Challenging Start For The “Geopolitical Commission” , by Grégoire Roos and Brunello Rosa, 11 October 2019

POLICY COMPASS - EU: The End Of The Musical Chairs Game Delivers A Fragile Political Equilibrium, by Brunello Rosa, 3 July 2019

EU Musical Chairs’ Battle At The Center of the EU Council Meeting, by Nouriel Roubini and Brunello Rosa, 20 June 2019

The US Can Temporarily “Decouple” From The Eurozone (If The Shock to EZ is Mild), by Alex Waters and Brunello Rosa, 23 April 2019 

Post-Ambrosetti Forum Bullet Points on Europe,  by Brunello Rosa and Nouriel Roubini, 8 April 2019

MACRO PICTURE - EU-US Auto Trade Dispute: Negotiations Before A War, by Alex Waters, Brunello Rosa and Nouriel Roubini, 2 April 2019

MACRO PICTURE - EU Update: Awaiting The Populist Tsunami, by Brunello Rosa and Nouriel Roubini , 8 March 2019

POLICY COMPASS - The Rise of the Populist International: European Dis-Integration Ahead?,by Brunello Rosa and John Hulsman, 6 February 2019 

POLICY COMPASS: The European “Musical Chairs” Game Continues, by Nouriel Roubini and Brunello Rosa, 20 September 2018

Hedging Against A Euro Break-Up, by Alessandro Magnoli Bocchi, Brunello Rosa, Pablo Gallego Cuervo, Damiano Terziotti, 30 August 2018

The European “Musical Chairs” Game Has Just Begun, by Brunello Rosa and Nouriel Roubini, 17 January 2018

Progress On Further Eu And Ez Integration To Remain Limited, by Brunello Rosa and Nouriel Roubini, 28 November 2017

Further Eurozone Integration: The Time Window Is Very Narrow, by Nouriel Roubini and Brunello Rosa, 17 September 2017

Oman

Bold and Intriguing Reforms in Post-Qaboos Oman, by Gulf State Analytics, 7 July 2022

Lebanon

An ‘Unstable Equilibrium’ Supported By Capital Inflows, by Alessandro Magnoli Bocchi, Farah Aladsani and Fawaz Sulaiman Al Mughrabi, 14 May 2019

Persian Gulf

POLICY COMPASS: Increased Polarisation and Power Fragmentation Ahead, by Cinzia Bianco, 29 January 2019 

Iran

 Iran Feels Domestic Protests Are Fomented By Foreign Media Outlets, by Gulf State Analytics, 9 December 2022

Iran and Saudi Arabia’s Perspectives on Post-US Afghanistan, by Giorgio Cafiero, 29 September 2021

The US and Iran Aim to Restore the JCPOA, but Obstacles Remain, by Giorgio Cafiero, 12 May 2021

Iran Shows Resilience to Pandemic, Lower Oil Prices and Sanctions as US Elections Approach, by Giorgio Cafiero, 17 June 2020

Geopolitical Tension Mounting In The Mediterranean Sea, by Marco Lucchin, 9 June 2020

US-Iran Scenario Analysis: Risk-off Ahead – An Update On The Conflict And Implications For The Global Economy, Policies And Markets, by Nouriel Roubini and Giorgio Cafiero, 8 January 2020

Tension Between US and Iran Increases After The Attack On Saudi Arabia’s Oil Facilities, by Giorgio Cafiero, 17 September 2019

Scenario Analysis: Tension Between Iran and US Likely To Continue, With Increasing Risk Of Escalation, by Giorgio Cafiero, Nouriel Roubini and Brunello Rosa, 14 August 2019

MACRO PICTURE: USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations, by Nouriel Roubini, Brunello Rosa and Giorgio Cafiero, 23 May 2019

TRAVEL NOTES: IRAN: Mismanagement and International Tensions Stifle a Great Potential, by Remi Bourgeot, 29 June 2018

Iraq

IRAQ: Protests Will Be Contained, But Risk Of Further Unrest Remains, by Alessandro Magnoli Bocchi, Pablo Gallego Cuervo and Francisco Quintana, 18 July 2018

Syria

Geopolitical Tension Mounting In The Mediterranean Sea, by Marco Lucchin, 9 June 2020

SCENARIO ANALYSIS: WAR IN SYRIA: US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact, by Francisco Quintana and Pablo Gallego Cuervo, 16 April 2018

Saudi Arabia

Saudi Arabia Re-Gains Centre Stage in a More Multipolar World, by Giorgio Cafiero, 29 September 2022

Iran and Saudi Arabia’s Perspectives on Post-US Afghanistan, by Giorgio Cafiero, 29 September 2021

Tension Between US and Iran Increases After The Attack On Saudi Arabia’s Oil Facilities, by Giorgio Cafiero, 17 September 2019

Saudi Arabia Scenarios: Rough Seas, But No Storm Ahead, by Alessandro Magnoli Bocchi, Francisco Quintana, Pablo Gallego Cuervo, 5 December 2017

Venezuela

Venezuela’s Complicated Transition, by Lapo Fioretti, Brunello Rosa and Alex Waters, 7 March 2019

Brazil

Brazil: The Pension Reform Is The Crucial Test For Bolsonaro, by Alessandro Magnoli Bocchi and Farah Aladsani, 24 April 2019

BRAZIL: Partisan Trench War Impedes a Huge Potential, by Remi Bourgeot, 2 October 2018

Russia

Financial Warfare Against Russia: Stakes for Gulf Investors and Funds, by Gulf State Analytics, 12 May 2022

Ready to Fight: Russia’s Cyber and AI Strategies To Navigate The Covid-19 Crisis And Beyond, by Marco Lucchin and Brunello Rosa, 8 April 2020

Russia: Monetary Stabilisation, Economic Stagnation and Geopolitical Advances Create a Mixed Political Picture, by Rémi Bourgeot and Brunello Rosa, 17 July 2019

TRAVEL NOTES: RUSSIA: Putin to Continue Inward-Oriented Economic Policies, by Nouriel Roubini, 29 May 2018

MACRO PICTURE: RUSSIA: An Impressive Normalisation Towards Modest Growth, by Remi Bourgeot, 23 March 2018

India

TRAVEL NOTES: INDIA: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth, by Nouriel Roubini, 13 March 2018

Argentina

  Argentina: Political Crisis, Economic Uncertainty, by London Politica, 29 December 2022

Argentina: The Road Ahead For The Debt-Restructuring Negotiations, by Nouriel Roubini and Alessandro Magnoli Bocchi, 18 February 2020

POLICY COMPASS: An Investor Guide to Navigate Argentina's Debt Restructuring, by Nouriel Roubini and Alessandro Magnoli Bocchi, 23 September 2019

Argentina: Elections To Test The Austerity Measures, by Alessandro Magnoli Bocchi, Farah Aladsani, Fawaz Sulaiman Al Mughrabi and Lapo Fioretti, 5 June 2019

Argentina: Between Disaster and Hope, by Brunello Rosa and Joseph Shupac, 5 September 2018

Argentina: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election, by Brunello Rosa and Renata Bossini, 18 May 2018

Koreas

NORTH KOREA – US SUMMIT: A Vague Agreement That Mostly Benefits Kim Jong-Un, by Alessandro Magnoli Bocchi, Francisco Quintana, Pablo Gallego Cuervo, 14 June 2018

A Quick Memo on The Koreas: Mutual Advantages of a Possible Re-Unification, by Joseph Shupac, 2 May 2018 

Mexico

MEXICO: Deteriorating Macroeconomic Outlook Amid Policy Uncertainty, by Francesca Panelli and Brunello Rosa, 22 August 2019

Tunisia

Tunisia: New Social Unrest Sparked By Recent Increases In Fuel Prices Made To Comply With IMF Agreement, by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Farah Aladsani , 4 December 2019

WORKING PAPER - Albania: Opposition Triggers Political Crisis, Putting EU Negotiations at Risk, by Arlind Rama, 1 March 2019

NATO Membership Anchoring Political Risk in Macedonia, by Arlind Rama, 28 December 2018

Tensions in the Balkans Are Rising Ahead of Strategic Paper on EU Enlargement, by Arlind Rama, 19 January 2018

Western Balkans: Still Many Obstacles to EU Accession, by Arlind Rama and Brunello Rosa, 9 January 2018

Both The Democrats And The Republicans Have Fallen Into ‘The Hemingway Trap', by John C. Hulsman, 30 November 2021

The US and Iran Aim to Restore the JCPOA, but Obstacles Remain, by Giorgio Cafiero, 12 May 2021

“Inflation Perspiration:” The Heightened Risk of A Non-Transitory US Inflation, by Peter Cecchini and Brunello Rosa, 17 February 2021

A Brave New World: Why US Equity and Corporate Credit Markets are Overvalued and Overextended, by Peter Cecchini, 18 September 2020

China and the US: The Art of War Versus the Art of the Deal, by Peter Cecchini, 11 June 2020

US-Iran Scenario Analysis: Risk-off Ahead – An Update On The Conflict And Implications For The Global Economy, Policies And Markets, by Nouriel Roubini and Giorgio Cafiero, 8 January 2020

The US-China Phase-1 Trade Deal Is Likely To Be Completed Soon, But the Strategic Rivalry Is Also Likely To Increase Over Time, by Nouriel Roubini, 6 December 2019

Tension Between US and Iran Increases After The Attack On Saudi Arabia’s Oil Facilities, by Giorgio Cafiero, 17 September 2019

US-China Scenarios: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War, by Nouriel Roubini, 14 June 2019

MACRO PICTURE - US Inflation: Several Factors Dampening Structural Upward Pressures, by Francesca Panelli, 13 June 2019

MACRO PICTURE: USA - Iran: Escalating Tensions, With High Risk Of Mis-Calculations, by Nouriel Roubini, Brunello Rosa and Giorgio Cafiero, 23 May 2019

MACRO PICTURE: US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Monetary Policy, by Nouriel Roubini and Brunello Rosa, 16 May 2019

The US Can Temporarily “Decouple” From The Eurozone (If The Shock to EZ is Mild), by Alex Waters and Brunello Rosa, 23 April 2019 

MACRO PICTURE - EU-US Auto Trade Dispute: Negotiations Before A War, by Alex Waters, Brunello Rosa and Nouriel Roubini, 2 April 2019

POLICY COMPASS - US 2018 Mid-Terms: An Election That Settled Nothing, by John C. Hulsman, 21 November 2018

TRAVEL NOTES: AMERICAN MID-TERM ELECTIONS: Verdict on the Trump Revolution, by John C. Hulsman, 17 October 2018

MARKET VIEWS: Yield Curve “Near-Inversion” Does Not Imply U.S. Recession, by Brunello Rosa, 13 July 2018

NORTH KOREA – US SUMMIT: A Vague Agreement That Mostly Benefits Kim Jong-Un, by Alessandro Magnoli Bocchi, Francisco Quintana, Pablo Gallego Cuervo, 14 June 2018

Impact of Tariffs and Trade Wars on the US Dollar,  

by Nouriel Roubini and Brunello Rosa, 15 March 2018

US-China Trade Tensions: Skirmishes or Start of a Broader Trade and Technology War?, by Nouriel Roubini, 2 May 2018

U.S. Tax Cuts: A Most Modest Impact On Economy And Markets, by Nouriel Roubini, 4 December 2017

BREXIT ENDGAME: Given Covid and Biden’s Election, UK and EU to Eventually Land on a Skinny FTA, by Brunello Rosa and Nouriel Roubini, 16 November 2020

The UK Shows Initial Signs Of Policy Coordination Against Coronavirus, By Brunello Rosa, 12 March 2020

Getting Ready For The Brexit “Adjustment”,By Brunello Rosa and Nouriel Roubini, 17 January 2020

UK Election, Brexit and BoE Update: Johnson’s Landslide Victory Opens The Gates To Brexit, by Brunello Rosa, 13 December 2019

BoE To Remain in Wait–And–See Mode Before The General Election, by Brunello Rosa, 1 November 2019

Brexit Negotiations Continue Amid Increasing Uncertainty, by Brunello Rosa, 16 October 2019 

Brexit Update: Despite The Constitutional Crisis, Boris Johnson Remains The Most Popular Leader, by Brunello Rosa, 26 September 2019 

MACRO PICTURE: UK - Brexit and BoE Update: Brace For Political Turmoil In Coming Months, By Brunello Rosa and Nouriel Roubini, 12 July 2019

POLICY COMPASS - No-Deal Hard Brexit Is Still A Low-Probability Scenario, by Nouriel Roubini and Brunello Rosa, 18 June 2019

POLICY COMPASS - Brexit Update: Going To The Wires, by Brunello Rosa, 15 March 2019

POLICY COMPASS: UK Brexit Update: Getting to A Deal (One Way or Another), by Brunello Rosa and Nouriel Roubini, 13 February 2019

Travel Notes: In this “Final Rush,” Risks Remain That A Political And Economic Crisis Might Be Needed To Break the Brexit Impasse, by Brunello Rosa and Nouriel Roubini, 7 November 2018

TRAVEL NOTES: UK: Post-Brexit Customs Options Mask Deeper Choices, by Brunello Rosa and Nouriel Roubini, 6 June 2018

POLICY COMPASS: BREXIT: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO,

by Brunello Rosa, Pablo Gallego Cuervo and Renata Bossini, 28 March 2018

Brexit Vs Grexit: Why Negotiations Will Remain Bumpy, by Brunello Rosa, 8 December 2017

Hard Brexit With Canada-Style FTA Is The Most Likely Outcome, by Brunello Rosa and Nouriel Roubini, 27 November 201

China: Recovery Underway, As Global Liquidity Drives ‘Risk On’ Sentiment, by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Karmen Meneses, 4 March 2021

China’s BRI to the Test of South-East Asia Developments and Biden’s Presidency, by Mirko Giordani, 30 November 2020

China and the US: The Art of War Versus the Art of the Deal, By Peter Cecchini, 11 June 2020

China: Escalating Cold War With The US, Slow Post-Pandemic Recovery, by Alessandro Magnoli Bocchi and Nouriel Roubini, 28 May 2020

The US-China Phase-1 Trade Deal Is Likely To Be Completed Soon, But the Strategic Rivalry Is Also Likely To Increase Over Time, by Nouriel Roubini, 6 December 2019

US-China Scenarios: A Controlled Escalation Is More Likely Than A Full Deal or A Full-Scale War, by Nouriel Roubini, 14 June 2019

MACRO PICTURE: US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Monetary Policy, by Nouriel Roubini and Brunello Rosa, 16 May 2019 

TRAVEL NOTES - CHINA: Growth Is Stabilizing at the Cost of Renewed Financial Imbalances. A Trade Deal May Not Prevent a Medium-Term Cold War Between US and China, by Nouriel Roubini, 7 May 2019

TRAVEL NOTES: CHINA: Preparing for A Potentially Full-Scale Economic and Geopolitical Cold War, by Nouriel Roubini, 20 November 2018

TRAVEL NOTES: CHINA: Reforms and Rebalancing to Remain Gradual, by Nouriel Roubini, 4 June 2018

US-China Trade Tensions: Skirmishes or Start of a Broader Trade and Technology War?, by Nouriel Roubini, 2 May 2018

China: In a Slow Transition, No Hard-landing But a Bumpy Road Ahead, by Francisco Quintana, 30 January 2018

Will Fears From China Cause Another Global Risk-Off Episode?, by Nouriel Roubini, 24 November 2017

Thuringia-Gate Has Decisive Consequences For Both Germany And Europe As A Whole, By John Hulsman and Brunello Rosa, 25 February 2020

TRAVEL NOTES: Germany's Economic and Political Uncertainties Are Rising, by Nouriel Roubini and Brunello Rosa, 14 February 2019 

TRAVEL NOTES - GERMANY: A Succession Drama at a Time of Economic Weakness, by Rémi Bourgeot, 4 December  2018

TRAVEL NOTES: GERMANY – 2: Germany Remains Cautious on Further Eurozone Integration, by Brunello Rosa and Nouriel Roubini, 5 June 2018

TRAVEL NOTES: GERMANY: An Economic Powerhouse Trying to Revive the Political Centre Ground,

by Remi Bourgeot and Brunello Rosa, 23 May 2018

German Election: Reduced Window For Deeper EZ Integration, by Brunello Rosa and Nouriel Roubini, 25 September 2017

 Travel Notes: Meloni’s Prudent Approach Keeps Italy Out Of The Radar Screen, by Brunello Rosa, 2 December 2022

Travel Notes: Italy All Eyes on The Upcoming Presidential Election,  by Brunello Rosa,  5 January 2022

An Absurd Government Crisis Takes Centre Stage In Italy, by Brunello Rosa, 14 January 2021

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, by Brunello Rosa, 14 September 2020

Flash Review: Regional Elections Give a Breather To The Italian Government, By Brunello Rosa, 27 January 2020 

Regional Elections To Send Shock Waves Through Italy’s Political System, By Brunello Rosa, 22 January 2020

ITALY UPDATE Upcoming Budget To Test The Solidity Of The M5S-PD Majority, by Brunello Rosa, 4 October 2019

ITALY: Conte Tries To Forge A Five Star – PD Alliance - An Initially Fragile Government Is Emerging, by Brunello Rosa, 29 August 2019

Government Crisis Update: A Chaotic Crisis Plunges Italy Into Deep Political Uncertainty, by Brunello Rosa, 21 August 2019

Flash Update: Salvini Pulls The Plug On Conte’s Government and Seeks “Full Powers” With Early Election, by Brunello Rosa, 9 August 2019

MACRO PICTURE - Italy Update: Preparing For Fiscal Battles With The EU, Amid Domestic Political Turmoil, by Brunello Rosa, 19 June 2019

MACRO PICTURE -Italy Update: The Economic Recession Worsens The Political Landscape (And Vice-Versa), by Brunello Rosa, 11 March 2019

TRAVEL NOTES - ITALY: Risks Re-Emerging After The Truce, by Brunello Rosa, 15 February 2019

TRAVEL NOTES - ITALY: Partially Caving In, Given Market and European Pressures, by Brunello Rosa, 5 December 2018

SCENARIO ANALYSIS: ITALY: Walking a Dangerous Line, by Brunello Rosa, 5 October 2018

POLICY COMPASS: ITALY: Italy’s “Populist” Budget Defies the EU, Markets And Rating Agencies, by Brunello Rosa, 28 September 2018

TRAVEL NOTES: ITALY: Focus on Italy’s First ‘Populist’ Budget, by Brunello Rosa and Nouriel Roubini, 17 September 2018

Bond Vigilantes Constrain The Populist Italian Coalition But Credibly Squaring The Budget Circle Will Be Challenging, by Brunello Rosa and Nouriel Roubini, 10 September 2018

TRAVEL NOTES: ITALY: New Government to Be Initially Only Modestly Confrontational with Europe, by Brunello Rosa and Nouriel Roubini, 20 June 2018

Bullet Points on Italy Travel Notes: New Government to Be Initially Only Modestly Confrontational with Europe, by Brunello Rosa and Nouriel Roubini, 11 June 2018

Italy: Political Crisis Intensifies and Becomes Institutional, by Brunello Rosa, 29 May 2018

TRAVEL NOTES: ITALY; Short-Term Resilience, Long-Term Fragility, by Brunello Rosa and Nouriel Roubini, 24 April 2018

Italian Elections 2018: A Radical Political Regime Change, by Brunello Rosa and Nouriel Roubini, 5 March 2018

POLICY COMPASS: Italian Elections: Uncertainty and Complacency Abound, by Brunello Rosa, 6 February 2018

TRAVEL NOTES: ITALY; Lower Cyclical Risks, Continued Structural Fragility, by Brunello Rosa, 5 September 2017

Geopolitical Tension Mounting In The Mediterranean Sea, By Marco Lucchin, 9 June 2020

TRAVEL NOTES - TURKEY: In A Crisis-Prone Environment, There Are Signs Of Normalization, by Alessandro Magnoli Bocchi and Farah Aladsani, 29 August 2019

TURKEY: Economic Stabilization After The March Local Elections, by Alessandro Magnoli Bocchi, 11 January 2019

POLICY COMPASS: TURKEY: Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed, by Nouriel Roubini, 23 August 2018

Turkey: Exports Are At Risk, 

by Ousmène Jacques Mandeng, 22 August 2018

MACRO PICTURE: TURKEY: The Risk of a Full-Blown Crisis May Rapidly Become the Baseline, by Nouriel Roubini, 14 August 2018

Turkish Lira Tumbles, Contagion Risks Rise, 

by Alessandro Magnoli Bocchi, Francisco Quintana and Pablo Gallego Cuervo, 13 August 2018

TRAVEL NOTES: TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising, by Nouriel Roubini, 9 August 2018

MACRO PICTURE: TURKEY: Volatility Until the Elections, Slow Normalization Thereafter, by Alessandro Magnoli Bocchi and Pablo Gallego Cuervo, 1 June 2018

TRAVEL NOTES: TURKEY: Muddling Through Macroeconomic and Geopolitical Challenges, 

by Remi Bourgeot. 7 February 2018

Turkey’s Attacks In Afrin Will Be Small-Scale And Unlikely To Move Markets, by Alessandro Magnoli Bocchi and Pablo Gallego Cuervo, 22 January 2018

Searching The Lost Political Stability: Spain’s Fourth General Election In Four Years, by Luca Bandello and Brunello Rosa, 8 November 2019

MACRO PICTURE - Spain: Steady Economic Growth Threatened By Political Uncertainty, by Lapo Fioretti and Brunello Rosa, 3 April 2019

Tensions Over Catalonia To Remain Elevated For Some Time Yet, by Brunello Rosa and Nouriel Roubini, 16 November 2017

Catalonia Tensions Set To Remain High For Some Time, by Brunello Rosa and Nouriel Roubini, 31 October 2017

Resilient Economy And Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options, by Brunello Rosa and Joseph Shupac, 25 October 2019

Canada: Strong Cyclical Growth But Structural Challenges Lie Ahead,by Joseph Shupac and Brunello Rosa 11 January 2018

  Travel Notes - France: Raising The Red Flag For A Possible Victory By Le Pen in 2027, by Brunello Rosa and Nouriel Roubini, 19 December 2022

TRAVEL NOTES: FRANCE - Macron Mixes Reforms And “Populist” Approach, By Brunello Rosa, 14 February 2020

TRAVEL NOTES – FRANCE: Macron’s Push For French and European Reform Remains, But Will Be Constrained, by Brunello Rosa and Nouriel Roubini, 9 July 2019

MACRO PICTURE - FRANCE: The Social Crisis Lingers, While European Alliances Are Being Questioned, by Rémi Bourgeot, 9 May 2019

TRAVEL NOTES - FRANCE: Social Tensions Upend French and Eurozone Politics,  by Rémi Bourgeot, 19 December 2018

TRAVEL NOTES - FRANCE: Europe’s (Temporary) Bright Spot, by Brunello Rosa and Nouriel Roubini, 4 July 2018

TRAVEL NOTES: Will Macron Succeed in Reforming France?, by Nouriel Roubini and Brunello Rosa, 3 January 2018

POLICY COMPASS - Japan Election Update: Risk of Double Election Remains Despite Abe’s Dismissal, by Alex Waters, 27 June 2019

POLICY COMPASS - JAPAN:  Monetary and Fiscal Easing Space Is Available In A Downside Scenario, by Nouriel Roubini, 10 April 2019

POLICY COMPASS: Japan A General Election In July Is A Risk 

in A Politically Hectic 2019, by Alex Waters, 12 March 2019

Q4-2021 STRATEGIC ASSET ALLOCATION: Economic Recovery On Track, But Volatility Rises, by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Karmen Meneses, 1 October 2021

2021-22 Oil Outlook: Supply Increases, As Global Demand Improves, by Fawaz Sulaiman Al Mughrabi, Karmen Meneses and Alessandro Magnoli Bocchi, 26 August 2021

The Future Of Banking: Amid Brisk Evolution, Banks Will Endure Disruption, by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Karmen Meneses, 29 July 2021

GLOBAL OUTLOOK UPDATE - MARKET VIEWS - Q3-2021 STRATEGIC ASSET ALLOCATION, Economic Recovery And Policy Stimuli To Support Valuations, by Alessandro Magnoli Bocchi and Fawaz Sulaiman Al Mughrabi, 30 June 2021

Market Review And Outlook: Vaccine Rollouts And Abundant Liquidity To Support Market Performance, by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Karmen Meneses, 21 May 2021

2021-22: Oil Prices To Recover, As Global Demand Improves, by Alessandro Magnoli Bocchi and Fawaz Sulaiman Al Mughrabi, 5 May 2021

GLOBAL OUTLOOK UPDATE - MARKET VIEWS - Q2-2021 STRATEGIC ASSET ALLOCATION:Growth And Liquidity To Support Markets, by Alessandro Magnoli Bocchi and Fawaz Sulaiman Al Mughrabi, 1 April 2021

GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021: A Volatile Macroeconomic And Geopolitical Year Ahead, by Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi, 23 December 2020

MARKET REVIEW AND OUTLOOK: Fiscal And Monetary Policies To Support Market Performance, by Alessandro Magnoli Bocchi and Fawaz Sulaiman Al Mughrabi, 2 December 2020

MARKET VIEWS: Is There HOPE for US Commercial Real Estate?, by Peter Cecchini, 25 November 2020

2020-21: Oil Prices To Remain Subdued, As COVID-19 Keeps Hampering Global Growth, by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Karmen Meneses, 22 October 2020

ASSET ALLOCATION: Volatility To Create Opportunities in Q4, While Investors Keep Focus On Long Term, by Alessandro Magnoli Bocchi and Fawaz Sulaiman Al Mughrabi, 1 October 2020

A Brave New World: Why US Equity and Corporate Credit Markets are Overvalued and Overextended, by Peter Cecchini, 18 September 2020

Market Review & Outlook: Stagflation Risks And Stimuli To Continue Support Investor Confidence, by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi, Farah Aladsani, 26 August 2020

Fiscal Policy And Sentiment Support Toppish Equity and Credit Markets, by Peter Checchini, 30 July 2020

The Future Of Banking: Consolidated, Local and Digital, by Alessandro Magnoli Bocchi, Farah Aladsani and Fawaz Sulaiman Al Mughrabi, 24 July 2020

National Developments in the Pandemic’s Boost in Global Cyber-Wars (Part 2) , by Marco Lucchin, 21 July 2020

How The Global Pandemic Is Boosting Global Cyber-Wars (Part  1), by Marco Lucchin, 9 July 2020

An Aura of Treasure: Gold as a Store of Dollar Value, by Peter Cecchini, 8 July 2020

Outlook Update - PART 5: Ride the Liquidity Wave with Caution, as Risks Are Tilted to the Downside, By Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi, Farah Aladsani, 1 July 2020

Where Helicopters Dare - An Initial Assessment Of The Unconventional Policies Adopted by The World’s Major Economies, By Brunello Rosa and Nouriel Roubini, 25 June 2020

“Something’s Gotta Give” : US Risk-Asset Valuations Are Misaligned with Reality, By Peter Cecchini, 24 June 2020 

Oil Outlook 2020-21: Prices Expected To Stabilize, With The OPEC+ Deal Unlikely To Make Up For The Collapse In Global Demand, By Nouriel Roubini, Alessandro Magnoli Bocchi, Brunello Rosa, Marco Lucchin, 15 May 2020

GLOBAL OUTLOOK UPDATE – PART 4 - Q2-2020 STRATEGIC ASSET ALLOCATION: Focus On The Long-Term, Find Opportunities In The Crisis, by Alessandro Magnoli Bocchi, Nouriel Roubini, Fawaz Sulaiman Al Mughrabi, Farah Aladsani, 27 April 2020

Is a U-Shaped “Greater Recession” Consistent With a V-Shaped Equity Market Recovery?, By Nouriel Roubini and Brunello Rosa, 16 April 2020

Global Outlook Update - PART 3 – Market Outlook – COVID-19 To Depress Valuations Until Pandemic Solution Is In Sight, By Alessandro Magnoli Bocchi, Brunello Rosa and Nouriel Roubini, 26 March 2020

Global Outlook Update – PART 2 – Policy Response To COVID-19: Governments and Central Banks Moving Rapidly Towards Policy Coordination To Speed Up “Helicopter Drop”, By Nouriel Roubini and Brunello Rosa, 20 March 2020

GLOBAL OUTLOOK 2020 UPDATE – PART 1: COVID-19 Leads To A Global Recession With Severe Bear Market and Debt Crises, By Nouriel Roubini, Alessandro Magnoli Bocchi and Brunello Rosa, 16 March 2020

Argentina: The Road Ahead For The Debt-Restructuring Negotiations, By Nouriel Roubini and Alessandro Magnoli Bocchi, 18 February 2020

Global Economic Outlook and Strategic Asset Allocation For 2020 - Despite The Improved Outlook, Beware of The Cracks, by Nouriel Roubini, Brunello Rosa, and Alessandro Magnoli Bocchi, 16 December 2019

Six ‘Grey Swan’ Events Could Hit The Global Economy And Markets In 202o, by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Farah Aladsani, 28 November 2019

The Pros and Cons of Monetised Fiscal Deficits to Fight the Next Economic Slump, by Nouriel Roubini and Brunello Rosa, 13 November 2019

Oil Outlook In 2020-21: In Absence Of Supply Shocks, Faltering Global Demand Will Dampen Oil Prices, By Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Farah Aladsani, 23 October 2019

Russia and The EU: The Geo-Strategic Implications of The Nord Stream-2 Gas Pipeline, By Paul Martin, 15 October 2019

Q4-2019 STRATEGIC ASSET ALLOCATION: Focusing On Capital Preservation, While Limiting The Risk-Taking To Fixed-Income, By Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi, Farah Aladsani, 3 October 2019

Negative Supply Shocks and Optimal Monetary Policy Response, How Central Banks Should Respond To The Ongoing US-China Trade and Tech War and Potential US-Iran Oil War, by Nouriel Roubini, 20 August 2019

Income And Wealth Inequality Continues To Weigh On Global Growth, by Francesca Panelli, 16 August 2019

G10 Central Banks Preparing For Their Easing Moves, By Brunello Rosa, 4 July 2019

MARKET VIEWS: Exploiting The Tactical Risk-On In The Liquid Space, While Keeping Focus On Capital Preservation, By Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Farah Aladsani, 1 July 2019

Fasten Your Seatbelts: Financial Markets’ Review and Outlook, by Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi, Farah Aladsani, 14 June 2019

STRATEGIC ASSET ALLOCATION And MARKET UPDATE: Maintain A Defensive Risk Profile, Focus On Capital Preservation, by Alessandro Magnoli Bocchi, 29 March 2019

MARKET VIEWS: A “Fed Collar” Is Likely To Support The Markets In H1-2019, by Alessandro Magnoli Bocchi, 27 February 2019

The Future of Banking: Small is the New Big, by Alessandro Magnoli Bocchi and Mert Yildiz, 24 January 2019

Global Outlook & Strategic Asset Allocation For 2019: Skating On Thinner Ice, by Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi, 18 December 2018

MARKET VIEWS - Markets Buffeted By Tailwinds and Headwinds At Year-End, by Alex Waters, 7 December 2018

MARKET VIEWS - Oil Outlook 2019-20: Oil Prices’ Gradual Decline To Support Global Growth, by Alessandro Magnoli Bocchi and Francisco Quintana, 26 November 2018 

MARKET VIEWS: Hedging The Risk of A Potential Emerging Markets Crisis, by Alessandro Magnoli Bocchi, Pablo Gallego Cuervo and Francisco Quintana, 2 November 2018 

MARKET VIEWS: A Healthy and Expected Market Sell-Off, by Brunello Rosa, 15 October 2018

The Journey To the Next Recession and Financial Crisis in 2020 Has Already Begun, by Nouriel Roubini and Brunello Rosa, 9 October 2018

STRATEGIC ASSET ALLOCATION And MARKET UPDATE: Emerging Markets Under Pressure: The Divergence Between The U.S. And Other Countries Is Still Increasing, by Alessandro Magnoli Bocchi and Francisco Quintana, 27 September 2018

STRATEGIC ASSET ALLOCATION AND MARKET UPDATE: Rising Risks in Emerging Markets From Decline in Global Liquidity,by Alessandro Magnoli Bocchi Francisco Quintana, 26 June 2018

MARKET VIEWS: Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets,by Alessandro Magnoli Bocchi and Francisco Quintana, 3 May 2018

STRATEGIC ASSET ALLOCATION And MARKET UPDATE: Cautious Risk Exposure With Defensive Positioning,by Alessandro Magnoli Bocchi and Francisco Quintana, 29 March 2018

Monetary Policy in the Medium Term: Tighter Stance, Expanded Toolkit,by Alessandro Magnoli Bocchi and Francisco Quintana, 23 February 2018

MARKET VIEWS: Volatility and Inflation Fears Likely to Continue Weighing on Markets,by Nouriel Roubini and Brunello Rosa, 14 February 2018

STRATEGIC ASSET ALLOCATION 2018: Moderate Risk-Taking Within A Defensive Positioning,by Alessandro Magnoli Bocchi, 22 December 2017

2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising, by Nouriel Roubini and Brunello Rosa, 21 December 2017

Will Fears From China Cause Another Global Risk-Off Episode?, by Nouriel Roubini, 24 November 2017

Are Inflation-Targeting Central Banks Moving The Goal Posts?,  by Brunello Rosa and Nouriel Roubini, 8 November 2017

THE MYSTERY OF THE MISSING INFLATION, by Nouriel Roubini and Brunello Rosa, 9 October 2017

Democracy Eroding Fast in South East Asia, by Mirko Giordani, 8 April 2021

Emerging Markets Outlook: Economic Recovery In H2-2021, Liquidity To Support Financial Markets, by Alessandro Magnoli Bocchi and Fawaz Sulaiman Al Mughrabi, 28 January 2021

RCEP Shows Globalisation Is still Alive, by Mirko Giordani, 13 January 2021

China’s BRI to the Test of South-East Asia Developments and Biden’s Presidency, by Mirko Giordani, 30 November 2020

MACRO PICTURE – The Impact Of Trade Tensions, Easier Monetary Policy and FinTech On Small Open Economies: A Theoretical Framework, by Alessandro Magnoli Bocchi, Farah Aladsani and Fawaz Sulaiman Al Mughrabi, 24 July 2019

MARKET VIEWS - EM Currencies: The Fed’s Pause Provides Short-Term Support, by Rémi Bourgeot, 13 March 2019

MARKET VIEWS: Hedging The Risk of A Potential Emerging Markets Crisis, by Alessandro Magnoli Bocchi, Pablo Gallego Cuervo and Francisco Quintana, 2 November 2018 

STRATEGIC ASSET ALLOCATION And MARKET UPDATE: Emerging Markets Under Pressure: The Divergence Between The U.S. And Other Countries Is Still Increasing, by Alessandro Magnoli Bocchi and Francisco Quintana, 27 September 2018

MARKET VIEWS: EM Global Tremors: Central Banks’ Different Strategies to Defend Their Currencies, 

by Remi Bourgeot, 4 September 2018

MACRO PICTURE: Emerging Markets Outlook: Rising Risks, Fragility Ahead, by Alessandro Magnoli Bocchi and Francisco Quintana, 24 July 2018

STRATEGIC ASSET ALLOCATION AND MARKET UPDATE: Rising Risks in Emerging Markets From Decline in Global Liquidity,by Alessandro Magnoli Bocchi Francisco Quintana, 26 June 2018

EM FX: Still Pressured, But More Resilient To Normalisation, by Remi Bourgeot, 6 December 2017

Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”, by Brunello Rosa and Nato Balavadze, 14 December 2022

Preview: Fed To Slow Down The Pace Of Rate Hikes But To Signal A Higher Peak, Nouriel Roubini, Brunello Rosa and Nato Balavadze, 12 December 2022

After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening, Brunello Rosa and Nato Balavadze, 2 November 2022

Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes, by Nouriel Roubini, Brunello Rosa and Nato Balavadze, 1 November 2022

Flash Review: Fed Raises Rates by 75bps, But Announces Slower Hiking Pace Ahead, by Brunello Rosa and Nato Balavadze, 21 September 2022

Flash Preview: Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022, by Nouriel Roubini, Brunello Rosa and Nato Balavadze, 20 September 2022

Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent, by Brunello Rosa and Nato Balavadze, 27 July 2022

Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy, by Nouriel Roubini, Brunello Rosa and Nato Balavadze, 25 July 2022

Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June, by Brunello Rosa and Nato Balavadze, 15 June 2022

Flash Preview Change: Fed To Increase Rates by 75bps in June and July, by Nouriel Roubini, 14 June 2022

Flash Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End, by Nouriel Roubini, Brunello Rosa and Nato Balavadze, 13 June 2022

Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead, by Brunello Rosa and Nato Balavadze, 4 May 2022

Fed Preview: FOMC To Increase Rates by 50bps And Start QT In May, by Nouriel Roubini, Brunello Rosa and Nato Balavadze, 2 May 2022

Flash Review: Fed Raises Rates and Announces Imminent Beginning of QT, by Brunello Rosa, 16 March 2022

Flash Preview: US Fed To Begin Its Policy Rate Normalization Plan, by Nouriel Roubini, Brunello Rosa and Nato Balavadze, 14 March 2022

Flash Review: Fed Confirms First Hike in March and Mulls Balance Sheet Run-off, by Brunello Rosa and Nato Balavadze, 27 January 2022

Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads, by Brunello Rosa, 17 December 2021

Flash Review: Fed Gives Advance Notice of The Beginning of Tapering, Possibly As Early As In November, by Brunello Rosa, 22 September 2021

Flash Review: The Fed Acknowledges “Progress” Toward Meeting Its Goals, by Brunello Rosa, 28 July 2021

Flash Preview: Federal Reserve No Tapering Hints Yet, by Nouriel Roubini and Alessandro Magnoli Bocchi, 26 July 2021

Flash Preview – US Federal Reserve: Too Early to Think About Tapering, Changing First Hike Timing and Declaring Victory on AIT, by Nouriel Roubini and Fawaz Sulaiman Al Mughrabi, 14 June 2021

Flash Review: Federal Reserve Keeps Stance Unchanged, But Signals Earlier Potential Rate Liftoff, by Brunello Rosa, 16 June 2021

Flash Review: Federal Reserve No Time Yet To Think About Tapering, by Brunello Rosa, 28 April 2021

Flash Preview: US Federal Reserve - Strong Economic Expansion Ahead, But No Tapering Talk Yet, by Nouriel Roubini and Alessandro Magnoli Bocchi, 26 April 2021

Flash Review: The Fed Defies Rising Yields by Pledging to Remain Highly Accommodative, by Brunello Rosa, 17 March 2021

Flash Preview: US Federal Reserve To Pledge Continued Accommodation To Push Back Against Inflation and Tantrum Scares and Excessively Rapid Rise In Yields, by Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi, 15 March 2021

Flash Review: Federal Reserve Remains On Hold While Sounding Cautiously Upbeat, by Brunello Rosa, 27 January 2021

Preview: FOMC Looking Through the Soft Patch, by Nouriel Roubini and Alessandro Magnoli Bocchi, 25 January 2021

Flash Review: Fed Introduces Outcome-Based Forward Guidance on Asset Purchases, by Brunello Rosa, 16 December 2020

Flash Preview: Fed to Stay Mostly On Hold While Ready for Additional Steps on QE, by Nouriel Roubini and Fawaz Al Mughrabi, 14 December 2020

Flash Review: Fed Remains On Hold And Prepared To Add Stimulus If Needed, by Brunello Rosa, 5 November 2020

Preview: Federal Reserve's FOMC On Hold For Now, by Nouriel Roubini, Brunello Rosa and Karmen Meneses, 2 November 2020

Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language, by Brunello Rosa and Karmen Meneses , 17 September 2020

Flash Preview: US Federal Reserve Gradually Transitioning to a New Regime, by Nouriel Roubini and Farah Aladsani, 14 September 2020

Fed’s Strategy Review: Implications For Fed’s Policies and for the Other G10 Central Banks’ Policy Targets, by Brunello Rosa and Nouriel Roubini, 28 August 2020

Fed’s QE Infinity Suppresses Rates Volatility, But May Not Revitalise The Economy And Inflation, by Peter Cecchini, 18 August 2020

Flash Review: Federal Reserve Stays Put And Links The Path of Economic Recovery To The Course Of Covid-19, by Brunello Rosa, 29 July 2020

Preview: FOMC on Hold While Concluding Its Strategic Review, by Nouriel Roubini and Farah Aladsani, 27 July 2020

Flash Review: Fed To Keep Its Current Pace of QE, While Mulling YCC, By Brunello Rosa, 10 June 2020

Flash Preview: FOMC To Stay on Hold While Mulling Next Steps of Unconventional Policies, By Nouriel Roubini and Fawaz Sulaiman Al Mughrabi, 08 June 2020

Flash Review: Fed Believes Current Stance is “Appropriate”, But It’s Ready To Do More, By Brunello Rosa, 29 April 2020

Flash Preview: Fed To Maintain Its Very Easy Monetary and Credit Stance And Stand Ready To Do More, By Nouriel Roubini and Brunello Rosa, 27 April 2020

Flash Review: Fed and Other Central Bank Easing Doesn’t Stop Market Rout, By Brunello Rosa, 16 March 2020

Flash Review: Fed’s Policy Stance Remains “Appropriate,” With A Dovish Touch, By Brunello Rosa, 29 January 2020

Flash Preview: Fed to Remain on Hold in January, By Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi, 27 January 2020

Flash Review: Dovish Fed Pledges To Stay On Hold During 2020 Electoral Year, by Brunello Rosa, 12 December 2019

Fed Preview: Managing The Pause, by Nouriel Roubini and Brunello Rosa, 9 December 2019

Fed’s Policy Into 2020-21: Lower For Longer?, by Nouriel Roubini and Brunello Rosa, 15 November 2019

Review: Fed Cuts Rates And Signals A Pause, by Brunello Rosa, 30 October 2019

Fed Preview: A 25-bps Rate Cut, And a Likely Pause After, by Nouriel Roubini and Brunello Rosa, 28 October 2019

Fed Review: A Divided FOMC Cuts Rates, But Is Less Dovish Than Markets Expected, by Brunello Rosa, 18 September 2019

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

Fed Review: Fed Unwillingly Delivers A Relatively Hawkish Rate Cut, by Brunello Rosa, 31 July 2019

Preview: Fed to Cut Rates by 25bps in July and Signal Another 25bps Cut In September, by Nouriel Roubini, Brunello Rosa and Alex Waters, 29 July 2019

REVIEW: Fed Moves To Easing Bias As It Stands Ready To Cut Rates In H2, by Brunello Rosa, 19 June 2019

FED PREVIEW: Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts, by Nouriel Roubini, Brunello Rosa and Alex Waters, 17 June 2019

Review: Fed Remains Patiently Dovish, But No Rate Cuts In Sight, by Brunello Rosa and Nouriel Roubini, 1 May 2019

Preview: Fed Still Patient, With Rate Cuts  Considered Only If Outlook Worsens, by Nouriel Roubini and Alex Water, 29 April 2019

DISTRUPTIVE IDEAS - Changes In The Fed’s Monetary Policy Strategy, Tools And Communication Policy: Likely Move To Flexible Average Inflation Targeting, by Nouriel Roubini, 25 March 2019

Review: Fed Delivers Another Dovish Surprise, by Brunello Rosa and Alex Waters, 20 MArch 2019

Fed Preview: Extended Pause Highly Likely and Treasuries Runoff to End This Year, by Nouriel Roubini, Brunello Rosa and Alex Waters, 14 March 2019

REVIEW: The Fed Takes A Sharp Break In the Hiking Cycle and Moves to a Strongly Dovish Stance, by Brunello  Rosa 30 January 2019

FED PREVIEW: Opening The Door To A Pause In The Hiking Cycle, by Alex Waters and Brunello Rosa, 25 January 2019 

Review: Fed Reduces Expected Number of Rate Hikes in 2019, by Brunello Rosa and Alex Waters, 19 December 2018 

PREVIEW: Fed to Signal Slower Pace of Policy Normalization, by B. Rosa, A. Waters and Nouriel Roubini, 17 December 2018 

REVIEW: Fed Hikes Rates and Drops “Accommodative” Stance, by Brunello Rosa, 27 September 2018

PREVIEW: Fed Continues to Normalize At a Steady Pace, by Brunello Rosa and Nouriel Roubini, 24 September 2018

REVIEW: Fed Delivers A Hawkish Hike, by Brunello Rosa, 13 June 2018

PREVIEW: FED: Hike in June Done Deal, Four Hikes in 2018 Not Yet, by Nouriel Roubini and Brunello Rosa, 11 June 2018

REVIEW: Fed Delivers A Relatively Hawkish Hike,

by Brunello Rosa, 22 March 2018

PREVIEW: FED: A “Relatively Hawkish” Hike, by Brunello Rosa and Nouriel Roubini, 19 March 2018

Q&A on FOMC Composition and Fed’s Policy Regime,

by Nouriel Roubini and Brunello Rosa, 13 February 2018

PREVIEW: FED: On Hold in January, Door Open in March, by Brunello Rosa, 26 January 2018

REVIEW: FED: Another Dovish Hike, Caution Ahead,

by Brunello Rosa, 13 December 2017

PREVIEW: FED: Cautious Tightening After The December Hike, by Brunello Rosa and Nouriel Roubini, 11 December 2017

The Choice of the New Fed Chair, by Nouriel Roubini, 30 October 2017

REVIEW: FED: Dovish Tightening, Hawkish Signals, 

by Brunello Rosa and Nouriel Roubini, 20 September 2017

PREVIEW: FED: ‘Relatively Dovish’ Tightening Set To Continue, by Brunello Rosa and Nouriel Roubini, 15 September 2017

Preview: ECB To Enter Into Persistent Tightening Territory in February, by Brunello Rosa, Nouriel Roubini and Nato Balavadze, 30 January 2023

Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT, by Brunello Rosa and Nato Balavadze, 15 December 2022

Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle, by Brunello Rosa, Nouriel Roubini and Nato Balavadze, 13 December 2022

Review: ECB Delivers Another Jumbo Rate Hike, And Promises More Tightening Ahead, Brunello Rosa and Nato Balavadze, 27 October 2022

ECB Preview: Another Jumbo Rate Hike Is On The Table for October, Nouriel Roubini, Brunello Rosa and Nato Balavadze, 24 October 2022

Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”, by Brunello Rosa and Nato Balavadze, 8 September 2022

Flash Preview: ECB to Increase Rates by At Least 50bps in September, by Brunello Rosa, Nouriel Roubini and Nato Balavadze, 6 September 2022

Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument, by Brunello Rosa and Nato Balavadze, 21 July 2022

Flash Preview: ECB To Start Its Policy Rate Normalisation and Launch Its Anti-Fragmentation Facility in July, by Brunello Rosa, Nouriel Roubini and Nato Balavadze, 15 July 2022

Flash Review: The ECB Signals The Beginning of Rate Normalisation in July, by Brunello Rosa and Nato Balavadze, 9 June 2022

Flash Preview: ECB Prepares The Ground For The Rates Liftoff , by Brunello Rosa, Nouriel Roubini and Nato Balavadze, 2 June 2022

Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3, by Brunello Rosa and Nato Balavadze, 14 April 2022

Flash Preview: ECB Preparing The Ground For Policy Decisions In June, by Brunello Rosa, Nouriel Roubini and Nato Balavadze, 11 April 2022

Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine, by Brunello Rosa, 10 March 2022

Flash Review: ECB Signals A Policy Shift To Occur In March, by Brunello Rosa, 3 February 2022

Flash Preview: ECB To Further Clarify Its Policy Stance After March, by Brunello Rosa and Nouriel Roubini, 28 January 2022

Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads, by Brunello Rosa, 17 December 2021

ECB Flash Preview: Amid Higher Inflation, The Debate On QE Tapering Begins,  by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 3 September 2021

Flash Preview: ECB Starts Implementing Its New Policy Strategy, by Brunello Rosa, 22 July 2021

Flash Preview: ECB Starts Implementing Its New Policy Strategy, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 16 July 2021

Flash Review: ECB Upgrades the Economic Outlook, But Keeps the Higher Pace of PEPP Purchases, by Brunello Rosa, 10 June 2021

Flash Preview – ECB Likely to Keep its Current Pace of PEPP Purchases, by Brunello Rosa, Nouriel Roubini and Karmen Meneses, 7 June 2021

Flash Review: ECB Maintains Higher Pace of PEPP Purchases, by Brunello Rosa, 22 April 2021

Flash Preview: ECB To Stay Put Amid Continued Economic Weakness, by Brunello Rosa and Karmen Meneses, 16 April 2021 

Flash Review: ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”, by Brunello Rosa, 11 March 2021

ECB To Continue Focusing on Maintaining Favourable Market Conditions, by Brunello Rosa, Nouriel Roubini and Alessandro Magnoli Bocchi, 5 March 2021

Flash Review: ECB Starts Focusing On “Favourable Financing Conditions”, by Brunello Rosa, 21 January 2021

ECB Flash Preview: Assessing The Impact of December’s Stimulus, by Brunello Rosa, 15 January 2021

ECB Extends and Expands Its Easing Programs, But Underwhelms The Market, by Brunello Rosa, 10 December 2020

Preview: ECB To Launch Comprehensive Stimulus Package, by Brunello Rosa, Nouriel Roubini and Fawaz Sulaiman Al Mughrabi, 4 December 2020

Flash Review: ECB To “Recalibrate” All Its Instruments In December, by Brunello Rosa and Nouriel Roubini, 29 October 2020

ECB Preview: ECB To Mull Further PEPP Extension and Expansion, by Brunello Rosa, Nouriel Roubini and Karmen Meneses, 23 October 2020

Flash Review: ECB Warns About Strong Euro, But Leaves Policy Stance Unchanged, by Brunello Rosa and Fawaz Al Mughrabi, 10 September 2020

Flash Preview – ECB To Remain Highly Accommodating In Response to the Fed’s Strategy Review, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 4 September 2020

Flash Reviews: ECB Takes Stock Of The Stimulus Provided Since March, by Brunello Rosa and Farah Aladsani, 16 July 2020

Flash Previews: ECB, BOJ and BOC to Remain on Hold but Alert in July, By Brunello Rosa, Farah Aladsani, Fawaz Sulaiman Al Mughrabi and Karmen Meneses, 10 July 2020

Flash Review: ECB Considerably Expands and Extends PEPP, By Brunello Rosa, 04 June 2020

Flash Preview: ECB Set To Increase PEPP In June, By Nouriel Roubini, Brunello Rosa and Farah Aladsani, 1 June 2020

Flash Review: ECB Eases Further Credit Conditions And Opens To Wider And Larger PEPP, By Brunello Rosa, 30 April 2020

Flash Preview: ECB To Expand The Scope (And Possibly The Size) of PEPP in April, By Brunello Rosa and Nouriel Roubini, 28 April 2020

Flash ECB, BOE and SNB Reviews: Central Banks Step Up Their Monetary Stimulus, By Brunello Rosa and Karmen Meneses, 19 March 2020

Flash Review: ECB Delivers Initial Easing Package Amid Market Rout, by Brunello Rosa, 12 March 2020 

ECB To Deliver An Easing Package To Counter COVID-19 Shock, By Brunello Rosa and Farah Aladsani, 9 March 2020

Flash Review: ECB Marginally Raises The (Negative) Balance of Risks And Launches Its Strategy Review, by Brunello Rosa, 23 January 2020

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 Review: “Owl-ish” Lagarde Plays It Safe At First ECB Presser, by Brunello Rosa, 12 December 2019

ECB PREVIEW: All Attention Will Be On Lagarde’s First Press Conference, by Brunello Rosa and Nouriel Roubini, 6 December 2019

ECB Review: Draghi Downplays Governing Council Infighting At Farewell Presser, by Brunello Rosa, 24 October 2019

ECB PREVIEW: Acknowledging Dissent During Draghi’s Farewell Council Meeting, by Brunello Rosa, 22 October 2019

ECB REVIEW: ECB Delivers A Low-Intensity, Open-Ended Easing Program, by Brunello Rosa, 12 September 2019

ECB PREVIEW: ECB’s Easing Package May Be Smaller Than Expected, by Brunello Rosa and Nouriel Roubini, 6 September 2019

MONETARY AFFAIRS - Review: ECB Prepares To Deliver Fresh Stimulus Package In September, by Brunello Rosa, 25 July 2019

ECB PREVIEW: Getting Ready To Deliver More Easing In September, by Brunello Rosa, Alex Waters and Francesca Panelli, 19 July 2019

Review: ECB Is Not As Dovish As The Market Expected, But Is Ready To Ease, by Brunello Rosa, 6 June 2019

ECB Preview: Don’t Expect Too Much Substance, But Still a Dovish Tone, by Brunello Rosa and Nouriel Roubini, 3 June 2019

ECB Review: Assessing The Policy Stance, Ahead Of Further Possible Action, by Brunello Rosa, 10 April 2019

ECB Is Mulling Reserve Tiering, But It Has Not Made Up Its Mind Yet,  by Brunello Rosa, 8 April 2019

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

REVIEW: ECB Adds Monetary Accommodation, by Brunello Rosa, 7 March 2019

ECB PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risks, by Nouriel Roubini and Brunello Rosa, 21 February 2019

Review: ECB Twists Risks To The Growth Outlook To The Downside by Brunello Rosa, 24 January 2019

ECB REVIEW: ECB Confirms Its Policy Stance (With Few Details on Reinvestment), by Brunello Rosa, 13 December 2018

ECB PREVIEW: We Do Not Expect A Radical Shift In Policy in December, by Brunello Rosa and Nouriel Roubini, 30 November 2018 

ECB Review: Rendez-Vous in December for All Decisions, 

by Brunello Rosa, 25 October 2018 

PREVIEW: ECB Likely To Buy More Time Before Committing, by Brunello Rosa, 22 Octtober 2018

REVIEW: ECB Buys Time (Again) On Re-Investment Policy, by Brunello Rosa, 13 September 2018

PREVIEW: ECB: Still Waiting For Re-Investment Policy Details,

by Brunello Rosa, 11 September 2018

REVIEW: ECB: Details On Reinvestment Policy to Come After the Summer Break, by Brunello Rosa, 26 July 2018

PREVIEW: ECB: Focus On Re-Investment Policy, by Brunello Rosa, 20 July 2018

REVIEW: ECB Indicates End of QE and Beginning of Rates Guidance, by Brunello Rosa, 14 June 2018

PREVIEW: ECB: Discussion on QE Extension to Begin in June, But No Rush to Decide, by Brunello Rosa and Nouriel Roubini, 8 June 2018

ECB to Gradually Exit QE by Year-end, by Brunello Rosa and Nouriel Roubini, 17 April 2018

REVIEW: ECB Drops Easing Bias, Amid Dovish Press Conference, 

by Brunello Rosa, 8 March 2018

PREVIEW: ECB: Euro Strength vs Removing the Easing Bias, 

by Brunello Rosa and Nouriel Roubini, 2 March 2018

REVIEW: ECB: Strong Euro at the Forefront of ECB’s Attention, 

by Brunello Rosa, 25 January 2018

PREVIEW: ECB: Tacking Stock of the Strong Euro, by Brunello Rosa, 22 January 2018

PREVIEW: ECB: Nuances On Forward Guidance, by Brunello Rosa, 7 December 2017

REVIEW: ECB Cautiously Reduces The Pace Of QE, by Brunello Rosa, 26 October 2017

PREVIEW: ECB To Cautiously Reduce The Pace Of QE, by Brunello Rosa and Nouriel Roubini, 16 October 2017

ECB REVIEW: Draghi Said More than Most People Think, by Brunello Rosa, 7 September 2017

ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown, By Brunello Rosa, Nouriel Roubini and Francesca Panelli, 23 August 2019

Flash Preview: BoE To Deliver a 50bps Rate Increase in February, by Brunello Rosa and Nato Balavadze, 27 January 2023

Flash Review: The BOE Increase Bank Rate by 50bps, With A Dovish Three-Way MPC Split, by Brunello Rosa and Nato Balavadze, 15 December 2022

Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession, Brunello Rosa and Nato Balavadze, 12 December 2022

Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK, Brunello Rosa and Nato Balavadze, 3 November 2022

Flash Preview: BoE To Increase Rates by (At Least) 75bps in November, by Brunello Rosa, Nouriel Roubini and Nato Balavadze, 2 November 2022

Flash Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity , by Brunello Rosa and Nato Balavadze, 22 September 2022

Flash Preview: BoE to Increase Rates by 50bps Again In September, by Brunello Rosa and Nato Balavadze, 9 September 2022

Flash Review: BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession, by Brunello Rosa and Nato Balavadze, 4 August 2022

Flash Preview: BoE To Increase Bank Rate by 50bps in August, by Brunello Rosa and Nato Balavadze, 29 July 2022

Flash Review: Bank of England Increases Rates by 25bps in June, by Brunello Rosa and Nato Balavadze, 16 June 2022

Flash Preview: Yet Another Rate Hike From the BoE In June, by Brunello Rosa and Nato Balavadze, 10 June 2022

Flash Review: BOE Raises Rates and Begins The Process Of Asset Sales, by Brunello Rosa and Nato Balavadze, 5 May 2022

Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation, by Brunello Rosa and Nato Balavadze, 29 April 2022

Flash Review: A Less “Hawkish” BOE Continues Its Policy Normalisation Process, by Brunello Rosa and Nato Balavadze, 17 March 2022

Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March, by Brunello Rosa and Nato Balavadze, 14 March 2022

Flash Review: BoE Delivers Back-to-Back Hike And Signals More Rate Rises, by Brunello Rosa and Nato Balavadze, 3 February 2022

Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge, by Brunello Rosa and Nato Balavadze, 28 January 2022

Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads, by Brunello Rosa, 17 December 2021

Flash Preview: Bank Of England To Stay On Hold While Inflation Soars, by Brunello Rosa and Karmen Meneses, 16 September 2021

Flash Review: BOE Adds Negative Rates To Its Toolkit and Modifies Its Policy Mix For The Exit Sequence, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 5 August 2021

Flash Preview: BoE On Hold, With A Discussion On Negative Rates And (Possibly) Exit Sequencing, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 30 July 2021

Flash Review: BOE Pushes Back Against Speculation On Premature Policy Tightening, by Brunello Rosa and Karmen Meneses, 24 June 2021

Flash Preview: Bank Of England To Leave Policy Stance Unchanged, by Brunello Rosa and Karmen Meneses, 18 June 2021

Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 6 May 2021

Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts, by Brunello Rosa and Karmen Meneses, 30 April 2021

Flash Review: Bank of England Stays Put in March, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 18 March 2021

Flash Preview: Bank of England To Stay Put After Budget and New Remit, by Brunello Rosa and Karmen Meneses, 12 March 2021

Flash Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent, by Brunello Rosa and Alessandro Magnoli Bocchi, 04 February 2021

Flash Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imminent, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 1 February 2021

Flash Reviews: BOE, Norges Bank and SNB on Hold, With Different Twists, by Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses, 17 December 2020

Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias, by Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses, 11 December 2020

Flash Review: Bank of England Expands QE When The Chancellor Announces New Fiscal Stimulus, by Brunello Rosa and Fawaz Al Mughrabi, 5 November 2020

Flash Preview: Bank Of England To Increase The Size Of QE In November, by Brunello Rosa and Karmen Meneses, 30 October 2020

Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language, by Brunello Rosa and Karmen Meneses , 17 September 2020

Flash Previews: While Remaining on Hold In September, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat, by Brunello Rosa and Karmen Meneses, 11 September 2020

Flash Review: BOE Remains On Holds and Discards Negative Rates (for Now), by Brunello Rosa and Farah Aladsani, 6 August 2020

Flash Previews: BOE and RBA To Remain Cautiously On Hold In August, by Brunello Rosa, Farah Aladsani and Fawaz Sulaiman Al Mughrabi, 31 July 2020

Flash Reviews: BOE Increases The Size Of QE, While SNB Could Scale Up FX Intervention if Needed, By Brunello Rosa, Farah Aladsani and Fawaz Sulaiman Al Mughrabi, 18 June 2020

Flash Previews: BOE Likely To Expand QE, While SNB and BOJ Remain On Hold, By Brunello Rosa, Farah Aladsani, Fawaz Sulaiman Al Mughrabi, Karmen Meneses and Luca Bandello, 12 June 2020

Flash Reviews: Norges Bank Cuts Rates While BOE Remains On Hold In May, By Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses, 7 May 2020

Flash Previews: BOE, RBA And Norges Bank Likely To Keep Their Interest Rates Unchanged, While Re-Assessing Their Overall Policy Stance, By Brunello Rosa, Fawaz Al Mughrabi, Farah Aladsani and Karmen Meneses, 1 May 2020

Flash ECB, BOE and SNB Reviews: Central Banks Step Up Their Monetary Stimulus, By Brunello Rosa and Karmen Meneses, 19 March 2020

Bank of England Flash Review: “So Far Good Enough,” But A Rate Cut Remains On The Table, By Brunello Rosa, 30 January 2020

Flash Preview: BoE To Remain On Hold (But With The High Risk Of a Cut) In January, by Brunello Rosa, Nouriel Roubini and Alessandro Magnoli Bocchi, 24 January 2020

Bank of England Moving Closer To Cutting Rates, By Brunello Rosa and Nouriel Roubini, 16 January 2020

Central Bank Reviews: BoJ, BoE and Norges Bank Stay On Hold In December And Signal Caution Ahead, by Brunello Rosa, Fawaz Sulaiman Al Mughrabi and Farah Aladsani, 19 December 2019

UK Election, Brexit and BoE Update: Johnson’s Landslide Victory Opens The Gates To Brexit, By Brunello Rosa, 13 December 2019

Flash Review: MPC Splits But Remains On Hold, While Signalling Possible Cuts Ahead, By Brunello Rosa, 7 November 2019

BoE To Remain in Wait–And–See Mode Before The General Election, By Brunello Rosa, 1 November 2019

Flash Review: BOE Leaves Policy Stance Unchanged And Awaits Brexit Outcome, By Brunello Rosa, 1 August 2019

MACRO PICTURE: UK - Brexit and BoE Update: Brace For Political Turmoil In Coming Months, By Brunello Rosa and Nouriel Roubini, 12 July 2019

REVIEW: BOE Ends Up Delivering a Hawkish Hike, 

by Brunello Rosa, 2 August 2018

PREVIEW: BOE Finds A Window To Slot In a Rate Hike, 

by Brunello Rosa, 27 July 2018

BOE After June MPC and Mansion House Speech, 

by Brunello Rosa, 22 June 2018

REVIEW: BOE Stays on Hold and Remains Data Dependent, by Brunello Rosa, 10 May 2018

PREVIEW: BOE To Remain on Hold in May (And Even a Hike in August Is Not A Done Deal), by Brunello Rosa, 4 May 2018

TRAVEL NOTES: BoE Mulling Rate Hike Amid Brexit Uncertainties, by Brunello Rosa and Nouriel Roubini, 20 April 2018

BoE Delivers Hawkish Inflation Report, by Brunello Rosa, 8 February 2018

PREVIEW: BOE: On Hold, But Alert, by Brunello Rosa, 2 February 2018

REVIEW: BoE Tightening: Unwillingly Dovish, by Brunello Rosa, 2 November 2017 

BOE to Reduce Accommodation Despite Rising Political Turmoil, by Brunello Rosa and Nouriel Roubini, 13 October 2017

Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February, by Brunello Rosa and Nato Balavadze, 10 February 2022

Flash Review: The Riksbank Confirms Its Policy Stance And Remains Dovish, by Brunello Rosa and Karmen Meneses, 1 July 2021

Flash Preview: Riksbank To Reassure Markets There Won’t Be Any Premature Policy Tightening, by Brunello Rosa and Karmen Meneses, 28 June 2021

Flash Review: The Riksbank Remains Firmly On Hold, With A Dovish Twist, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 10 February 2021

Flash Preview: Riksbank To Stage A “Dovish Hold” in February, by Brunello Rosa and Karmen Meneses, 5 February 2021

Flash Review: Riksbank Expands And Extends QE, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 26 November 2020

Flash Preview: Riksbank Likely To Expand QE In November, by Brunello Rosa and Karmen Meneses, 20 November 2020

Flash Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero (or Lower) In Coming Years, by Brunello Rosa and Karmen Meneses, 22 September 2020

Flash Review – The Riksbank Increases Its Monetary Stimulus in July, by Brunello Rosa, Farah Aladsani and Karmen Meneses, 1 July 2020

Flash Preview – Riksbank To Weigh QE Expansion In July, by Brunello Rosa and Karmen Meneses, 26 June 2020

Flash Reviews: BOJ And Riksbank Remain Very Accommodative Facing An Uncertain Economic Outlook, By Brunello Rosa and Fawaz Al Mughrabi, 28 April 2020

Flash Preview: BoJ and Riksbank Remaining Alert To Covid-Crisis, by Brunello Rosa, Nouriel Roubini, Fawaz Al Mughrabi and Karmen Meneses, 24 April 2020

Flash Review: Riksbank On Hold, With A Dovish Twist In The Statement, by Brunello Rosa and Karmen Meneses, 12 February 2020

Flash Preview: Riksbank on Hold, With An Eye On The Global Economy, While Considering the Introduction of an E-krona, By Brunello Rosa and Nouriel Roubini, 7 February 2020

Flash Review: Riksbank Brings The Repo Rate Back To Zero, And Signals A Long Pause, by Brunello Rosa and Karmen Meneses, 19 December 2019

Flash Preview: Riksbank To Normalise Rates Before A Long Pause, by Brunello Rosa, 13 December 2019

Flash Review: The Riksbank Signals A Long Pause After The December “Probable” Hike, by Brunello Rosa , 24 October 2019

Preview: Riksbank Remains On Hold, While Keeping Its Hiking Bias, By Brunello Rosa, 21 October 2019

BOC, RBA and Riksbank Preview: On Hold, With A Dovish Bias, by Francesca Panelli and Brunello Rosa, 30 August 2019

MONETARY AFFAIRS - Flash Review: Riksbank Remains Cautious And Leaves Outlook Unchanged, by Alex Waters and Brunello Rosa, 3 July 2019

MONETARY AFFAIRS – Preview: Riksbank To Remain Prudently Dovish, By Brunello Rosa and Alex Waters, 28 June 2019

Flash Review: Ultra-Dovish Riksbank Lowers Its Repo Rate Path And Extends QE to End-2020, by Brunello Rosa, 25 April 2019

MONETARY AFFAIRS - Review: Riksbank Hikes its  Policy Rate by 25bps, by Brunello Rosa and Alex Waters, 20 December 2018

PREVIEW: Riksbank Likely To Wait Longer Before Lift-Off, by Brunello Rosa and Alex Waters, 14 December 2018

Riksbank Pushes Back The Timing of First Rate Hike,

by Brunello Rosa, 26 April 2018

Time to Push Back the Repo Rate Path, by Brunello Rosa, 23 April 2018

REVIEW: RIKSBANK: On Hold, With a Dovish Tilt, 

by Brunello Rosa, 14 February 2018

PREVIEW: RIKSBANK: On Hold, With a Dovish Bias,

by Brunello Rosa and Nouriel Roubini, 12 February 2018

REVIEW: Riksbank Brings Forward Reinvestment Plans, by Brunello Rosa, 20 December 2017

Riksbank Hints At More Qe, by Brunello Rosa, 26 October 2017

How The Market Is Mis-Reading The Riksbank, 

by Brunello Rosa and Nouriel Roubini, 19 October 2017

Flash Review: Hawkish BOC Flags Upcoming Rate Normalisation, by Brunello Rosa and Nato Balavadze, 27 January 2022

Flash Review – Bank Of Canada Reduces Further The Pace Of Its Asset Purchases, by Brunello Rosa and Karmen Meneses, 14 July 2021

Flash Preview – Bank of Canada To Further Taper its Asset Purchases, by Brunello Rosa and Karmen Meneses, 9 July 2021

Flash Review: Bank of Canada Keeps Policy Stance and Rhetoric Unchanged in June, by Brunello Rosa and Karmen Meneses, 9 June 2021

Flash Preview: Bank Of Canada On Hold, With Markets Awaiting Signals From the Bank, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 4 June 2021

Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase, by Brunello Rosa, 21 April 2021

Flash Preview: BOC Set For Another QE Taper and Maturity Extension, by  Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 16 April 21

Flash Review: BoC Remains on Hold With A Slightly Hawkish Undertone, by Brunello Rosa, 20 January 2021

Flash Preview: Bank Of Canada To Wait and See In January, by Brunello Rosa, 15 January 2021

Flash Review: Bank of Canada Stands Pat in December, by Brunello Rosa and Karmen Meneses, 9 December 2020

Flash Preview: Bank Of Canada To Stay Put in December, by Brunello Rosa and Karmen Meneses, 4 December 2020

Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds, by Brunello Rosa, 28 October 2020

Flash Preview - Bank of Canada To Remain On Hold But Highly Accommodative, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 23 October 2020

Flash Review: Bank of Canada Keeps The Tap of Monetary Easing Running, by Brunello Rosa and Fawaz Al Mughrabi, 9 September 2020

Flash Preview – Bank of Canada To Remain on Hold, With A Dovish Twist In September, by Brunello Rosa and Karmen Meneses, 4 September 2020

Flash Review: BOC Remains On Hold But Introduces Forward Guidance, by Brunello Rosa, 15 July 2020

Flash Previews: ECB, BOJ and BOC to Remain on Hold but Alert in July, By Brunello Rosa, Farah Aladsani, Fawaz Sulaiman Al Mughrabi and Karmen Meneses, 10 July 2020

Flash Review: BOC Remains On Hold And Scales Back Some Market Operations, By Brunello Rosa and Luca Bandello, 03 June 2020

Central Bank Previews: Reserve Bank of Australia and Bank of Canada Likely To Take A Breather in June, By Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses, 29 May 2020

Flash Review: Dovish Bank of Canada Leaves Rates Unchanged and Unveils New Market Operations, By Brunello Rosa, 15 April 2020

Flash Preview: Bank of Canada To Remain Dovish After The Emergency Stimulus Provided in March, By Brunello Rosa and Karmen Meneses, 9 April 2020 

BoC Follows The Fed (And Cuts Rates By 50bps) And Anticipates Other G10 Central Banks, By Brunello Rosa, 4 March 2020

Flash Previews: BOC and RBA To Remain on Hold In March, While Sounding Dovish, By Brunello Rosa, 28 February 2020

Flash Review: Bank of Canada Hints Again At Possible Easing Ahead, By Brunello Rosa, 22 January 2020 

Flash Preview: As The Economy Stabilises, Bank of Canada Remains on Hold, By Brunello Rosa and Farah Aladsani, 17 January 2020

Flash Review: Bank of Canada Remains On Hold, With No Particular Bias, by Brunello Rosa, 4 December 2019

Flash Preview: BoC To Remain On Hold, With Some Risk of Easing, by Brunello Rosa, 29 November 2019

Flash Review: BoC Remains On Hold, But With A Clear Easing Bias, by Brunello Rosa, 30 October 2019 

Resilient Economy And Expected Easier Fiscal Stance Give BoC Time To Weigh Its Options, By Brunello Rosa and Joseph Shupac, 25 October 2019

BOC, RBA and Riksbank Preview: On Hold, With A Dovish Bias, by Francesca Panelli and Brunello Rosa, 30 August 2019

Flash Review: Bank of Canada Now On Hold, Ready To Go Either Way, by Brunello Rosa, 10 July 2019

BoC Preview: Balancing Global Headwinds with Domestic Resilience, by Francesca Panelli and Brunello Rosa, 5 July 2019

Review: Bank Of Canada Removes  Its Tightening Bias, by Brunello Rosa, 24 April 2019 

Bank of Canada Preview: On Hold, For Now, by Alex Waters and Brunello Rosa, 19 April 2019

REVIEW: Dovish BOC Signals A Long Pause, by Brunello Rosa, 6 March 2019

PREVIEW: BOC Likely To Pause For Longer, by Alex Waters, Joseph Shupac and Brunello Rosa, 4 March 2019

REVIEW: BOC Remains On Hold, With Hawkish Undertones, by Brunello Rosa, Alex Waters and Joseph Shupac, 9 January 2019

PREVIEW: BOC Likely To Remain on Hold, While Sounding Upbeat, by Alex Waters and Joseph Shupac, 7 January 2019

BOC Review: Trade Relief Ensures An Autumn Hike and Hawkish Tones, by Joseph Shupac and Brunello Rosa, 24 October 2018 

REVIEW: BOC: Hike Now, and on a Half-Year Basis,

by Joseph Shupac and Brunello Rosa, 12 July 2018

PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes, by Joseph Shupac and Brunello Rosa, 6 July 2018

PREVIEW: Cautious BOC To Stay on Hold In April, 

by Joseph Shupac and Brunello Rosa, 13 April 2018

PREVIEW: BOC: On Hold Given Negative Economic Surprises, by Joseph Shupac and Brunello Rosa, 6 March 2018

Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads, by Brunello Rosa, 17 December 2021

Flash Review: The BoJ Reveals the Details Of Its Green Lending Program, by Brunello Rosa and Karmen Meneses, 22 September 2021

Flash Preview: Bank Of Japan To Delay Scaling Back Its Covid-Related Emergency Measures, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 16 September 2021

Flash Review: BoJ Unveils Details Of Its New “Green” Lending Scheme, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 16 July 2021

Flash Preview: BOJ To Unveil Details of its New “Green” Lending Scheme, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 9 July 2021

Flash Review: Bank of Japan Extends The Covid-Relief Programs And Engages On Climate Change, by Brunello Rosa and Karmen Meneses, 16 June 2021

Flash Preview – Bank of Japan To Further Extend Its Pandemic-Relief Programs, by Brunello Rosa and Karmen Meneses, 11 June 2021

Flash Review: Bank of Japan Stands Pat in April And Confirms Its Easing Bias, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 27 April 2021

Flash Preview: Bank Of Japan On Hold After The Policy Strategy Review In March, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 23 March 2021

Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy, by Brunello Rosa and Karmen Meneses, 19 March 2021

Flash Preview: Bank Of Japan To Remain Highly Accommodative After Its Strategy Review, by Brunello Rosa, Nouriel Roubini and Fawaz Sulaiman Al Mughrabi, 12 March 2021

Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review, by Brunello Rosa and Karmen Meneses, 21 January 2021

Flash Preview: BoJ To Stay Put Ahead of March Policy Review, by Brunello Rosa, 15 January 2021

Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review, by Brunello Rosa, 18 December 2020

Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias, by Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses, 11 December 2020

Flash Review: BOJ Stands Ready To Ease More if Needed, But Is Not In The Rush To Act, by Brunello Rosa and Fawaz Al Mughrabi, 29 October 2020

Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed, by Nouriel Roubini Karmen Meneses, 23 October 2020

Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language, by Brunello Rosa and Karmen Meneses , 17 September 2020

Flash Previews: While Remaining on Hold In September, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat, by Brunello Rosa and Karmen Meneses, 11 September 2020

Flash Review: BOJ Remains On Hold But Ready to Act, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 15 July 2020

Flash Previews: ECB, BOJ and BOC to Remain on Hold but Alert in July, By Brunello Rosa, Farah Aladsani, Fawaz Sulaiman Al Mughrabi and Karmen Meneses, 10 July 2020

Flash Review: BOJ Expands Lending Programs And Is Ready to Do More, by Brunello Rosa and Karmen Meneses, 16 June 2020

Flash Previews: BOE Likely To Expand QE, While SNB and BOJ Remain On Hold, By Brunello Rosa, Farah Aladsani, Fawaz Sulaiman Al Mughrabi, Karmen Meneses and Luca Bandello, 12 June 2020

Flash Reviews: BOJ And Riksbank Remain Very Accommodative Facing An Uncertain Economic Outlook, By Brunello Rosa and Fawaz Al Mughrabi, 28 April 2020

Flash Preview: BoJ and Riksbank Remaining Alert To Covid-Crisis, by Brunello Rosa, Nouriel Roubini, Fawaz Al Mughrabi and Karmen Meneses, 24 April 2020

Flash Review: BOJ Leaves Rates Unchanged But Increases Private Sector Asset Purchases, By Brunello Rosa, 16 March 2020

Flash Preview: BOJ To Follow Global Central Banks And Ease Its Policy Stance, By Brunello Rosa, Farah Aladsani and Nouriel Roubini, 13 March 2020

Flash Review: BoJ Remains on Hold With An Easing Bias, While Revising Down Its Inflation Outlook, and Up Its Growth Outlook, By Brunello Rosa and Farah Aladsani, 21 January 2020

Flash Preview: Bank of Japan To Keep Its Cool And Let Fiscal Policy Do The Heavy-Lifting, By Nouriel Roubini and Brunello Rosa, 17 January 2020

Central Bank Reviews: BoJ, BoE and Norges Bank Stay On Hold In December And Signal Caution Ahead, by Brunello Rosa, Fawaz Sulaiman Al Mughrabi and Farah Aladsani, 19 December 2019

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

Review: BoJ Remains On Hold, But Changes Forward Guidance To Signal Increased Readiness To Ease Policy, by Brunello Rosa, 31 October 2019

Preview: BoJ Mulls Policy Stimulus In October, by Nouriel Roubini and Brunello Rosa, 25 October 2019

Flash Review: BoJ On Hold, Getting Ready To Ease Policy In October, by Brunello Rosa, 19 September 2019

BOJ PREVIEW: Keeping the Powder (Mostly) Dry, by Nouriel Roubini, Brunello Rosa and Francesca Panelli, 17 September 2019

Review: A Cautious BOJ Stays Put, But Signals Readiness To Ease If Economic Conditions Worsen, By Brunello Rosa and Francesca Panelli, 30 July 2019

BOJ Preview: Incremental Steps Before September’s Decisions, By Alex Waters, Brunello Rosa and Nouriel Roubini, 26 July 2019

Review: The BoJ Re-Commits to Its Current Policy Framework by Updating Its Forward Guidance, by Alex Waters, 25 April 2019

Bank of Japan Preview: BoJ In Wait-And-See Mode as Global Headwinds May Fade, by Alex Waters and Nouriel Roubini, 19 APril 2019

REVIEW: BOJ Lowers Inflation Projections And Remains on Auto-Pilot, by Alex Waters, 23January 2019

BoJ PREVIEW: A Stronger Yen May Cause Some Discomfort, by Alex Waters, 17 January 2019

MONETARY AFFAIRS: BOJ Still Far From A Shift In Policy Regime, But The Triggers For A Change Are Now Clearer 

by Nouriel Roubini, 8 November 2018 

BOJ Policy Tweaks Fail To Impress Markets, 

by Brunello Rosa and Nouriel Roubini, 21 August 2018

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks, by Nouriel Roubini, 27 July 20

Photo: Esten Borgos (from Norges Bank’s website)

Review: Norges Bank and SNB Are Approaching The End of Their Tightening Cycles, by Brunello Rosa, 15 December 2022

Review: Norges Bank and SNB Are Approaching The End of Their Tightening Cycles, By Brunello Rosa, 15 December 2022

Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads, by Brunello Rosa, 17 December 2021

Flash Review: Norges Bank Set To Be The First G10 Central Bank To Hike in This Cycle, by Brunello Rosa and Karmen Meneses, 17 June 2021

Flash Reviews: BOE, Norges Bank and SNB on Hold, With Different Twists, by Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses, 17 December 2020

Flash Previews: BOJ, BOE and Norges Bank To Stay Put In December, But With An Easing Bias, by Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses, 11 December 2020

Flash Review: Norges Bank Remains On Hold, And Cautiously Optimistic, by Brunello Rosa and Fawaz Al Mughrabi, 20 August 2020

Flash Preview: Norges Bank To Remain On Hold In August, With A Hawkish Undertone, by Brunello Rosa and Fawaz Al Mughrabi, 14 August 2020

Flash Reviews: Norges Bank Cuts Rates While BOE Remains On Hold In May, By Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses, 7 May 2020

Flash Previews: BOE, RBA And Norges Bank Likely To Keep Their Interest Rates Unchanged, While Re-Assessing Their Overall Policy Stance, By Brunello Rosa, Fawaz Al Mughrabi, Farah Aladsani and Karmen Meneses, 1 May 2020

Flash Review: Fed and Other Central Bank Easing Doesn’t Stop Market Rout, By Brunello Rosa, 16 March 2020   

Flash Review: Norges Bank Remains On Hold But Sends First Timid Signals Of Reduced Hawkishness, By Brunello Rosa and Farah Aladsani, 23 January 2020

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

Central Bank Reviews: BoJ, BoE and Norges Bank Stay On Hold In December And Signal Caution Ahead, by Brunello Rosa, Fawaz Sulaiman Al Mughrabi and Farah Aladsani, 19 December 2019

Flash Preview: Norges Bank To Remain on Pause In December, And For Some Time, by Brunello Rosa, 13 December 2019

Flash Review: Norges Bank Remains On Pause and Mildly Hawkish, by Brunello Rosa, 24 October 2019

Flash Preview: Norges Bank To Stay On Hold With No Hiking Bias, By Brunello Rosa, 18 October 2019

Flash Review: Norges Bank Raises Rates Once More Before A Pause, by Brunello Rosa, 19 September 2019

Flash Preview: Norges Bank To Weigh Its Options In September, by Brunello Rosa and Francesca Panelli, 13 September 2019

Flash Preview: Norges Bank To Remain On Hold, But Still Open To Future Hikes, by Brunello Rosa, 9 August 2019

Flash Review: Norges Bank Raises Rates and Hints At More Hikes in 2019, by Brunello Rosa, 20 June 2019

Preview: Norges Bank Set To Increase Rates In Spite Of Dovish Fed and ECB, By Alex Waters and Brunello Rosa, 14 June 2019

MONETARY AFFAIRS – Flash Review: Norges Bank Surprises Markets And Signals A Rate Hike In June, by Brunello Rosa, 9 May 2019

Review: Hawkish Norges Bank Raises Rates and Signals Another Hike Within Six Months, by Brunello Rosa and Alex Waters, 21 March 2019

Preview: Norges Bank To Hike In March and Signal Another Hike in 2019, by Alex Waters, 15 MArch 2019

Norges Bank Preview: Waiting For March to Hike, 

by Alex Waters, 18 January 2019

Norges Bank Begins Its Well-Telegraphed Tightening Cycle, 

by Brunello Rosa, 20 September 2018

Review: Norges Bank and SNB Are Approaching The End of Their Tightening Cycles, by Brunello Rosa, 15 December 2022

Review: Norges Bank and SNB Are Approaching The End of Their Tightening Cycles, By Brunello Rosa, 15 December 2022

Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads, by Brunello Rosa, 17 December 2021

Flash Reviews: BOE, Norges Bank and SNB on Hold, With Different Twists, by Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses, 17 December 2020

Flash Reviews: BOE Increases The Size Of QE, While SNB Could Scale Up FX Intervention if Needed, By Brunello Rosa, Farah Aladsani and Fawaz Sulaiman Al Mughrabi, 18 June 2020

Flash Previews: BOE Likely To Expand QE, While SNB and BOJ Remain On Hold, By Brunello Rosa, Farah Aladsani, Fawaz Sulaiman Al Mughrabi, Karmen Meneses and Luca Bandello, 12 June 2020

Flash ECB, BOE and SNB Reviews: Central Banks Step Up Their Monetary Stimulus, By Brunello Rosa and Karmen Meneses, 19 March 2020

SNB Flash Preview: Markets Expect No Change, But SNB Will Likely Provide Monetary Stimulus, By Brunello Rosa, 16 March 2020

Flash Review: SNB On Hold, With An Easing Bias, by Brunello Rosa, 12 December 2019

SNB Likely To Hold Off, For Now, by Brunello Rosa, Farah Aladsani and Fawaz Al Mughrabi, 10 December 2019

Flash Review: SNB Reviews Negative Rates Regime And Moves Closer To An Easier Policy Stance, by Brunello Rosa, 19 September 2019

Flash Preview: SNB Getting Ready To Follow The ECB With Lower Rates, by Brunello Rosa and Francesca Panelli, 13 September 2019

Flash Review: The SNB Introduces A New Policy Rate (and Claims To Have Space To Ease), by Brunello Rosa and Alex Waters, 13 June 2019

MONETARY AFFAIRS - SNB: Rising Global and Domestic Risks To Fight With Little Policy Ammunition, by Alex Waters and Brunello Rosa, 20 February 2019

Flash Review: Hawkish RBNZ Rises Rates and Announces Further Future Hikes,  by Brunello Rosa and Nato Balavadze,  23 February 2022

Flash Review: RBNZ Raises Interest Rates, Second G10 Central Bank In This Cycle, by Brunello Rosa, 6 October 2021

Flash Review: RBNZ Postpones Its Rate Hike After The Government Suddenly Imposes A New Lockdown, by Brunello Rosa and Fawaz Al Mughrabi, 19 August 2021

Flash Preview: RBNZ Likely to Raise Rates in August, First Among G10 Central Banks, by Brunello Rosa and Karmen Meneses, 13 August 2021

Flash Review: RBA Moves To Open-Ended QE, by Brunello Rosa and Karmen Meneses, 6 July 2021

Flash Preview: RBA To Tweak QE Following New Lockdowns, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 2 July 2021

RBA Ready To Increase QE to Combat Rising Yields, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 2 March 2021

Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 25 February 2021

Flash Review: RBNZ On Hold, But Ready to Deploy Negative Rates If Necessary, by Brunello Rosa and Karmen Meneses, 24 February 2021

Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged, by Brunello Rosa and Karmen Meneses, 19 February 2021

Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed, by Brunello Rosa and Karmen Meneses, 1 December 2020

Flash Preview: RBA To take a Breather In December, by Brunello Rosa and Karmen Meneses, 27 November 2020

Flash Review: RBNZ Provides More Stimulus With A Funding For Lending Program, by Brunello Rosa and Karmen Meneses, 11 November 2020

Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November, by Brunello Rosa and Karmen Meneses, 6 November 2020

Flash Reviews: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More, by Brunello Rosa and Karmen Meneses, 3 November 2020

Flash Preview: RBA To Deploy A Comprehensive Stimulus Package, by Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 30 October 2020

Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November, by Brunello Rosa and Fawaz Al Mughrabi, 6 October 2020

Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options, by Brunello Rosa and Karmen Meneses, 2 October 2020

Flash Review: RBNZ Steps Up Preparations For More Easing (And What This Means For The BoE), by Brunello Rosa, 23 September 2020

Flash Review – RBA Boosts Credit Easing and Keeps The Door Open To More Monetary Accommodation, by Brunello Rosa and Fawaz Al Mughrabi, 1 September 2020

Flash Preview: RBA To Mull (And Possibly Implement) A Response To The Fed’s Strategy Review, by Brunello Rosa and Carmen Meneses, 28 August 2020

Flash Review: RBNZ Increases The Size of QE and Signals Further Easing Ahead, by Brunello Rosa and Farah Aladsani, 12 August 2020

Flash Review: RBA Remains On Hold But Re-Starts QE, Given The New Lockdown, by Brunello Rosa and Fawaz Al Mughrabi, 4 August 2020

Flash Previews: BOE and RBA To Remain Cautiously On Hold In August, by Brunello Rosa, Farah Aladsani and Fawaz Sulaiman Al Mughrabi, 31 July 2020

Flash Review: RBA Remains On Hold, But Is Wary Of Uncertainty Ahead, by Brunello Rosa and Farah Aladsani, 7 July 2020

Flash Preview – Reserve Bank of Australia to Stay On Course In July, by Brunello Rosa and Farah Aladsani, 3 July 2020

Flash Review: RBNZ Remains On Hold and Is Ready To Provide Further Signals In August, By Brunello Rosa and Farah Aladsani, 24 June 2020

Flash Preview: RBNZ To Take Stock Of Previous Easing In June, By Brunello Rosa and Karmen Meneses, 19 June 2020

Flash Reviews: RBA Remains On Hold As Downturn Might Prove Shallower Than Expected, By Brunello Rosa and Karmen Meneses, 2 June 2020

Central Bank Previews: Reserve Bank of Australia and Bank of Canada Likely To Take A Breather in June, By Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses, 29 May 2020

Flash Reviews: RBNZ Doubles QE and Eases Its OCR Forward Guidance, by Brunello Rosa and Farah Aladsani, 13 May 2020

Flash Preview: RBNZ to Provide More Accommodation In May, By Brunello Rosa and Farah Aladsani, 8 May 2020

Flash Review: RBA Faces Uncertainty But Scales Back Size And Frequency of Asset Purchases, By Brunello Rosa and Farah Aladsani, 5 May 2020

Flash Previews: BOE, RBA And Norges Bank Likely To Keep Their Interest Rates Unchanged, While Re-Assessing Their Overall Policy Stance, By Brunello Rosa, Fawaz Al Mughrabi, Farah Aladsani and Karmen Meneses, 1 May 2020

Flash Preview: After Beginning QE With YCC, RBA To Stay Put In April, by Brunello Rosa and Farah Aladsani, 6 April 2020

Flash Review: Fed and Other Central Bank Easing Doesn’t Stop Market Rout, By Brunello Rosa, 16 March 2020

Flash Review: RBA Kicks Off The New Round Of Monetary Easing In G10, By Brunello Rosa and Karmen Meneses, 3 March 2020

Flash Previews: BOC and RBA To Remain on Hold In March, While Sounding Dovish, By Brunello Rosa, 28 February 2020

Flash Review: RBNZ Remains Hawkish Despite Coronavirus Risk, By Brunello Rosa and Farah Aladsani, 12 February 2020

Flash Preview: RBNZ to Deliver A “Dovish Hold”, By Brunello Rosa and Farah Aladsani, 7 February 2020

Flash Review: A “Hawkish Hold” for RBA, But Rate Cuts Remain On The Table, By Brunello Rosa and Fawaz Sulaiman Al Mughrabi, 4 February 2020

Flash Preview: RBA To Hold Off Providing Further Easing (For Now), By Brunello Rosa and Karmen Meneses, 31 January 2020

Flash Review: RBA Remains on Hold, With A Clear Easing Bias, by Brunello Rosa, 3 December 2019  

Flash Preview: RBA To Remain On Hold In December, While Remaining Dovish, by Brunello Rosa, 29 November 2019

Flash Review: RBNZ Remains On Hold, But Is Prepared to Ease More If Needed, by Brunello Rosa, 13 November 2019

Flash Preview: We Expect The RBNZ To Cut Rates in November, by Brunello Rosa, 8 November 2019 

Flash Review: RBA Leaves Rates Unchanged, Reiterates Its Forward Guidance And Is Prepared To Ease More, by Brunello Rosa, 5 November 2019

Flash Preview: RBA to Stay On Hold In November, by Brunello Rosa, 1 November 2019

Flash Review: RBA Cuts Rates And Signals Further Easing Ahead, by Brunello Rosa, 1 October 2019

Preview: RBA Ready To Cut Rates Again, by Brunello Rosa and Francesca Panelli, 27 September 2019

BOC, RBA and Riksbank Preview: On Hold, With A Dovish Bias, by Francesca Panelli and Brunello Rosa, 30 August 2019

Flash Review: RBNZ Cuts Rates More Than Expected And Signals Further Easing, by Brunello Rosa, 7 August 2019

Flash Preview: RBNZ to Cut Rates in August, by Brunello Rosa and Francesca Panelli, 2 August 2019

Review: RBA Cuts Rates for a Second Month in a Row, With The Possibility Of More Easing Ahead, by Brunello Rosa and Alex Waters, 2 July 2019

Preview: RBA Ready To Cut Rates Again, by Alex Waters and Brunello Rosa, 28 June 2019

Review: RBA Cuts Its Cash Rate Due to Uncertainty On The Global Outlook, By Alex Waters, 4 June 2019

Review: RBNZ Is The First G10 Central Bank to Cut Rates In This Cycle, by Alex Waters and Brunello Rosa, 8 May 2019 

RBA Review: Cash Rate Held Steady, Labour Market Key to Rate Outlook, by Alex Waters and Brunello Rosa, 7 May 2019

Flash Preview: RBNZ Seen Cutting Rates in May, by Brunello Rosa, 3 May 2019

RBA PREVIEW: A Rate Cut Is On The Table, by Alex Waters and Brunello Rosa, 3 May 2019

Review: RBNZ Prepares For a Rate Cut (And Puts Pressure On RBA To Shift The Balance Of Risks To the Downside), by Alex Waters and Brunello Rosa, 28 March 2019

RBA Jumps on The Dovish Bandwagon, While RBNZ Still Sits On The Fence, by Alex Waters, 19 February 2019 

Reviewing DNB’s Reaction Function To Defend The Currency Peg, by Alex Waters and Brunello Rosa, 5 March 2019