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Rosa & Roubini Associates

118 Pall Mall London SW1Y 5ED | +44(0)207 1010 718

  • Home
  • Online Store
  • Research
  • Advisory
  • FIN-TECH
  • Team
  • About
  • CORPORATE SOLUTIONS
  • Covid vs GFC
  • Videos
  • Contact

RESEARCH ARCHIVES - August 2018

DISRUPTIVE IDEAS: Hedging Against A Euro Break-Up

Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

by Alessandro Magnoli Bocchi, Brunello Rosa, Pablo Gallego, Damiano Terziotti

30 August 2018

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Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

by Nouriel Roubini

23 August 2018

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MONETARY AFFAIRS: BOJ Policy Tweaks Fail To Impress Markets

Unconventional Policy Options Undertaken by Turkey Are Unlikely to Succeed

TURKEY: The Risk of Full-Blown Crisis May Rapidly Become the Baseline

by Brunello Rosa and Nouriel Roubini

21 August 2018

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TURKEY: The Risk of Full-Blown Crisis May Rapidly Become the Baseline

TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising

TURKEY: The Risk of Full-Blown Crisis May Rapidly Become the Baseline

by Nouriel Roubini

14 August 2018

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TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising

TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising

TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising

by Nouriel Roubini

9 August 2018

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CENTRAL BANK REVIEW: BOE Ends Up Delivering A Dovish Hike

TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising

TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising

by Brunello Rosa

2 August 2018

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July 2018

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

by Nouriel Roubini

27 July 2018

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

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

by Brunello Rosa


27 July 2018

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ECB Review: Details On Reinvestment Policy to Come After the Summer

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

ECB Review: Details On Reinvestment Policy to Come After the Summer

by Brunello Rosa

26 July 2018

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Emerging Markets Outlook: Rising Risks, Fragility Ahead

MARKET VIEWS: Yield Curve “Near-Inversion” Does Not Imply U.S. Recession

ECB Review: Details On Reinvestment Policy to Come After the Summer

by Alessandro Magnoli Bocchi and Francisco Quintana

24 July 2018                       

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ECB PREVIEW: Focus on Re-Investment Policy

MARKET VIEWS: Yield Curve “Near-Inversion” Does Not Imply U.S. Recession

MARKET VIEWS: Yield Curve “Near-Inversion” Does Not Imply U.S. Recession

by Brunello Rosa


20 July 2018

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MARKET VIEWS: Yield Curve “Near-Inversion” Does Not Imply U.S. Recession

MARKET VIEWS: Yield Curve “Near-Inversion” Does Not Imply U.S. Recession

MARKET VIEWS: Yield Curve “Near-Inversion” Does Not Imply U.S. Recession

by Brunello Rosa

13 July 2018

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June-July 2018

BOC Review: Hike Now, and on a Half-Yearly Basis

PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes

PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes

by Joseph Shupac 

and Brunello Rosa  

12 July 2018 

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PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes

PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes

PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes

by Joseph Shupac and Brunello Rosa  

6 July 2018 

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TRAVEL NOTES - France: Europe’s (Temporary) Bright Spot

PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes

IRAN: Mismanagement and International Tensions Stifle a Great Potential

by Brunello Rosa and Nouriel Roubini

4 July 2018 

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IRAN: Mismanagement and International Tensions Stifle a Great Potential

IRAN: Mismanagement and International Tensions Stifle a Great Potential

IRAN: Mismanagement and International Tensions Stifle a Great Potential

by Rémi Bourgeot


29 June 2018 

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Rising Risks in Emerging Markets From Decline in Global Liquidity

IRAN: Mismanagement and International Tensions Stifle a Great Potential

Rising Risks in Emerging Markets From Decline in Global Liquidity

By Alessandro Magnoli Bocchi and Francisco Quintana

26 June 2018

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MONETARY AFFAIRS: BOE After June MPC and Mansion House Speech

IRAN: Mismanagement and International Tensions Stifle a Great Potential

Rising Risks in Emerging Markets From Decline in Global Liquidity

by Brunello Rosa


22 June 2018

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June 2018

ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

by Brunello Rosa and Nouriel Roubini

20 June 2018

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ECB Indicates End of QE and Beginning of Rates Guidance

ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

by 

Brunello Rosa

14 June 2018

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FED REVIEW: Fed Delivers A Hawkish Hike

ITALY: New Government to Be Initially Only Modestly Confrontational with Europe

FED REVIEW: Fed Delivers A Hawkish Hike

by 

Brunello Rosa

13 June 2018

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FED PREVIEW Hike in June Done Deal, Four Hikes in 2018 Not Yet

ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide

ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide

by Nouriel Roubini and Brunello Rosa

11 June 18

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ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide

ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide

ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide

by Brunello Rosa and Nouriel Roubini

8 June 2018 

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TRAVEL NOTES: UK Post-Brexit Customs Options Mask Deeper Choices

ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide

TRAVEL NOTES: Germany Remains Cautious On Further Eurozone Integration

by Brunello Rosa and Nouriel Roubini

6 June 2018

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TRAVEL NOTES: Germany Remains Cautious On Further Eurozone Integration

TRAVEL NOTES: Germany Remains Cautious On Further Eurozone Integration

TRAVEL NOTES: Germany Remains Cautious On Further Eurozone Integration

by Brunello Rosa and Nouriel Roubini

5 June 2018

Fread paper

TRAVEL NOTES - China: Reforms and Rebalancing to Remain Gradual

TRAVEL NOTES: Germany Remains Cautious On Further Eurozone Integration

TURKEY: Volatility Until the Elections, Slow Normalization Thereafter

by Nouriel Roubini

4 June 2018

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TURKEY: Volatility Until the Elections, Slow Normalization Thereafter

TRAVEL NOTES: Germany Remains Cautious On Further Eurozone Integration

TURKEY: Volatility Until the Elections, Slow Normalization Thereafter

by Alessandro Magnoli and Pablo Gallego

 1 June 2018

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May 2018

TRAVEL NOTES: RUSSIA - Putin to Continue Inward-Oriented Economic Policies

ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election

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

by 

Nouriel Roubini

29 May 2018

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

ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election

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

by Rémi Bourgeot 

and Brunello Rosa

23 May 2018

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ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election

ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election

ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election

by Brunello Rosa and Renata Bossini

18 May 2018

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BOE Stays on Hold and Remains Data Dependent

Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

ARGENTINA: Macri Tries to Reassure Investors Ahead of G20 Meeting and Presidential Election

by 

Brunello Rosa


10 May 2018

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BOE To Remain on Hold in May (And Even a Hike in August Is Not A Done Deal)

Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

by 

Brunello Rosa

4 May 2018

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Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

Oil Prices in 2018-20: Unlikely To Hamper Global Growth Likely To Support Oil-Related Assets

by A. Magnoli and F. Quintana  

3 May 2018

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April - May 2018

US-China Trade Tensions: Skirmishes or Start of a Broader Trade and Technology War?

US-China Trade Tensions: Skirmishes or Start of a Broader Trade and Technology War?

US-China Trade Tensions: Skirmishes or Start of a Broader Trade and Technology War?

by Nouriel Roubini

2 May 2018

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Riksbank Pushes Back The Timing of First Rate Hike

US-China Trade Tensions: Skirmishes or Start of a Broader Trade and Technology War?

US-China Trade Tensions: Skirmishes or Start of a Broader Trade and Technology War?



by Brunello Rosa

26 April 2018

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TRAVEL NOTES FROM ITALY: Short-Term Resilience, Long-Term Fragility

US-China Trade Tensions: Skirmishes or Start of a Broader Trade and Technology War?

TRAVEL NOTES FROM ITALY: Short-Term Resilience, Long-Term Fragility

by Brunello Rosa 

and Nouriel Roubini

24 April 2018

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Riksbank: Time to Push Back the Repo Rate Path

BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic and Political Uncertainties

BOE Mulling Rate Hike Amid Brexit Uncertainties

by 

Brunello Rosa 


23 April 2018

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BOE Mulling Rate Hike Amid Brexit Uncertainties

BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic and Political Uncertainties

BOE Mulling Rate Hike Amid Brexit Uncertainties

By 

Brunello Rosa 

and Nouriel Roubini

20 April 2018

read papers

BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic and Political Uncertainties

BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic and Political Uncertainties

BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic and Political Uncertainties

By Nouriel Roubini 

18 April 2018

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ECB to Gradually Exit QE by Year-end

US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact

BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic and Political Uncertainties


by Brunello Rosa 

and Nouriel Roubini 


17 April 2018

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US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact

US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact

US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact

By Francisco Quintana 

and Pablo  Gallego Cuervo

16 April  2018

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BOC Preview: Cautious BOC To Stay on Hold In April

US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact

US-Led Airstrikes On Syria Likely to Have Limited Economic and Financial Impact

by 

Jospeh Shupac  

and Brunello Rosa


13 April 2018

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March 2018

Asset Alocation Update: Cautious Risk Exposure With Defensive Positioning

Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO

Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO

by Alessandro Magnoli Bocchi

and Francisco Quintana 

29 March 2018

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Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO

Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO

Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO

By Brunello Rosa, Pablo Gallego Cuervo and Renata Bossini 

28 March 2018

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Russia: An Impressive Normalisation Towards Modest Growth

Brexit: Transition Deal, Trade Agreements and Risks of a Cliff-Edge into WTO

Russia: An Impressive Normalisation Towards Modest Growth


By Rémi Bourgeot

23 March 2018

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Fed Review: Fed Delivers A Relatively Hawkish Hike

India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth

Fed Preview March 2018: A “Relatively Hawkish” Hike


by Brunello Rosa 

22 March 2018

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Fed Preview March 2018: A “Relatively Hawkish” Hike

India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth

Fed Preview March 2018: A “Relatively Hawkish” Hike


by Brunello Rosa and Nouriel Roubini

19 March 2018

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India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth

India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth

India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth

By Nouriel Roubini

13 March 2018

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ECB Drops Easing Bias Amid Dovish Press Conference

ECB’s Dilemma: Euro Strength vs Removing the Easing Bias

India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth

by Brunello Rosa

8 March 2018

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BOC Preview: On Hold Given Negative Economic Surprises

ECB’s Dilemma: Euro Strength vs Removing the Easing Bias

ECB’s Dilemma: Euro Strength vs Removing the Easing Bias

by Joseph Shupac and Brunello Rosa

6 March 2018

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ECB’s Dilemma: Euro Strength vs Removing the Easing Bias

ECB’s Dilemma: Euro Strength vs Removing the Easing Bias

ECB’s Dilemma: Euro Strength vs Removing the Easing Bias

by Brunello Rosa and Nouriel Roubini

2 March 2018

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February 2018

Monetary Policy in the Medium-Term: Tighter Stance, Expanded Toolkit

Volatility and Inflation Fears Likely to Continue Weighing on Markets

Volatility and Inflation Fears Likely to Continue Weighing on Markets

by Alessandro Magnoli Bocchi 

and Francisco Quintana

23 February 2018

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Volatility and Inflation Fears Likely to Continue Weighing on Markets

Volatility and Inflation Fears Likely to Continue Weighing on Markets

Volatility and Inflation Fears Likely to Continue Weighing on Markets

 by Nouriel Roubini and Brunello Rosa

14 February 2018


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Riskbank Review: On Hold, With A Dovish Tilt

Volatility and Inflation Fears Likely to Continue Weighing on Markets

Riskbank Review: On Hold, With A Dovish Tilt


by Brunello Rosa

14 February 2018


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

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

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

by Nouriel Roubini and Brunello Rosa

13 February 2018

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Riksbank Preview: On Hold, With a Dovish Bias

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

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

by Brunello Rosa and Nouriel Roubini

12 February 2018

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BoE Delivers Hawkish Inflation Report

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

Turkey: Muddling Through Macroeconomic and Geopolitical Challenges

by Brunello Rosa

8 February 2018

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Turkey: Muddling Through Macroeconomic and Geopolitical Challenges

Turkey: Muddling Through Macroeconomic and Geopolitical Challenges

Turkey: Muddling Through Macroeconomic and Geopolitical Challenges

by Rémi Bourgeot 

7 February 2018

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Italian Elections: Uncertainty and Complacency Abound

Turkey: Muddling Through Macroeconomic and Geopolitical Challenges

Italian Elections: Uncertainty and Complacency Abound

by Brunello Rosa

6 February 2018

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BOE Preview February 2018: On Hold, But Alert

Turkey: Muddling Through Macroeconomic and Geopolitical Challenges

Italian Elections: Uncertainty and Complacency Abound

by Brunello Rosa

2 February 2018

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January 2018

China: In a Slow Transition, No Hard-landing But a Bumpy Road Ahead

China: In a Slow Transition, No Hard-landing But a Bumpy Road Ahead

China: In a Slow Transition, No Hard-landing But a Bumpy Road Ahead

 by Francisco Quintana

30 January 2018

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Fed Preview: On Hold in January, Door Open in March

China: In a Slow Transition, No Hard-landing But a Bumpy Road Ahead

China: In a Slow Transition, No Hard-landing But a Bumpy Road Ahead

by Brunello Rosa

26 January 2018

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ECB Review: Strong Euro at the Forefront of ECB’s Attention

ECB Review: Strong Euro at the Forefront of ECB’s Attention

ECB Review: Strong Euro at the Forefront of ECB’s Attention

by Brunello Rosa

25 January 2018

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ECB Preview: Taking Stock of the Strong Euro

ECB Review: Strong Euro at the Forefront of ECB’s Attention

ECB Review: Strong Euro at the Forefront of ECB’s Attention

by Brunello Rosa

22 January 2018

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The European “Musical Chairs” Game Has Just Begun

ECB Review: Strong Euro at the Forefront of ECB’s Attention

Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead

by Brunello Rosa and Nouriel Roubini

17 January 2018

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Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead

Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead

Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead

by Joseph Shupac and Brunello Rosa

11 January 2018

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Western Balkans: Still Many Obstacles to EU Accession

Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead

Travel Notes: Will Macron Succeed in Reforming France?


by Arlind Rama and Brunello Rosa

by 9 January 2018

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Travel Notes: Will Macron Succeed in Reforming France?

Canada: Strong Cyclical Growth, But Structural Challenges Lie Ahead

Travel Notes: Will Macron Succeed in Reforming France?

by Nouriel Roubini 

and Brunello Rosa

3 January 2018

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December 2017

Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning

Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning

Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning

by Alessandro Magnoli Bocchi

22 December 2017

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2018 Global Economic Outlook: Smooth Sailing for Now, With Headwind Risks Rising

Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning

Strategic Asset Allocation 2018: Moderate Risk-Taking Within A Defensive Positioning

by Nouriel Roubini and Brunello Rosa

21 December 2017

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December 2017 Review: Riksbank Brings Forward Reinvestment Plans

December 2017 Review: Riksbank Brings Forward Reinvestment Plans

December 2017 Review: Riksbank Brings Forward Reinvestment Plans


by Brunello Rosa

20 December 2017

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December 2017 Preview: Riksbank to Extend Monetary Easing

December 2017 Review: Riksbank Brings Forward Reinvestment Plans

December 2017 Review: Riksbank Brings Forward Reinvestment Plans


by Brunello Rosa and Nouriel Roubini

15 December 2017

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Fed Review December 2017: Another Dovish Hike, Caution Ahead

Fed Review December 2017: Another Dovish Hike, Caution Ahead

Fed Review December 2017: Another Dovish Hike, Caution Ahead

by Brunello Rosa

13 December 2017

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Fed Preview: Cautious Tightening After The December Hike

Fed Review December 2017: Another Dovish Hike, Caution Ahead

Fed Review December 2017: Another Dovish Hike, Caution Ahead

by Brunello Rosa and Nouriel Roubini

11 December 2017

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ECB Preview December 2017: Nuances on Forward Guidance

Fed Review December 2017: Another Dovish Hike, Caution Ahead

EM Currencies: Still Pressured, but more Resilient to Normalisation

by Brunello Rosa


7 December 2017

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EM Currencies: Still Pressured, but more Resilient to Normalisation

EM Currencies: Still Pressured, but more Resilient to Normalisation

EM Currencies: Still Pressured, but more Resilient to Normalisation

by Rémi Bourgeot 

6 December 2017


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Saudi Arabia: Rough Seas, But No Storm Ahead

EM Currencies: Still Pressured, but more Resilient to Normalisation

U.S. Tax Cuts: A Most Modest Impact on The Economy and Markets

By Alessandro Magnoli Bocchi, Francisco Quintana, 

Pablo Gallego Cuervo

5 December 2017

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U.S. Tax Cuts: A Most Modest Impact on The Economy and Markets

EM Currencies: Still Pressured, but more Resilient to Normalisation

U.S. Tax Cuts: A Most Modest Impact on The Economy and Markets

by Nouriel Roubini


4 December 2017

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November 2017

Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited

Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited

Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited

by Brunello Rosa and Nouriel Roubini

28 November 2017

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A Hard Brexit with a Canada-Style FTA is the Most Likely Scenario

Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited

Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited

by Brunello Rosa and Nouriel Roubini

27 November 2017

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Will Fears from China Cause Another Global Risk-off Episode?

Progress on Further EU and EZ Integration and Risk-Sharing to Remain Limited

Will Fears from China Cause Another Global Risk-off Episode?

by Nouriel Roubini

24 November 2017

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Tensions Over Catalonia To Remain Elevated for Some Time Yet

Are Inflation-Targeting Central Banks Moving Their Goal Posts?

Will Fears from China Cause Another Global Risk-off Episode?

by Brunello Rosa and Nouriel Roubini

16 November 2017

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Are Inflation-Targeting Central Banks Moving Their Goal Posts?

Are Inflation-Targeting Central Banks Moving Their Goal Posts?

Are Inflation-Targeting Central Banks Moving Their Goal Posts?

by Brunello Rosa and Nouriel Roubini

8 November 2017

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BOE Tightening: Unwillingly Dovish

Are Inflation-Targeting Central Banks Moving Their Goal Posts?

Are Inflation-Targeting Central Banks Moving Their Goal Posts?


by Brunello Rosa

2 November 2017

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October 2017

The Choice of the New Fed Chair

by Nouriel Roubini

30 October 2017

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ECB Cautiously Reduces the Pace of QE

How the Market is Mis-Reading the Riksbank

ECB Cautiously Reduces the Pace of QE

by Brunello Rosa

26 October 2017

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The Riksbank Hints at More QE

How the Market is Mis-Reading the Riksbank

ECB Cautiously Reduces the Pace of QE

by Brunello Rosa

26 October 2017

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How the Market is Mis-Reading the Riksbank

How the Market is Mis-Reading the Riksbank

How the Market is Mis-Reading the Riksbank

by Brunello Rosa and Nouriel Roubini

19 October 2017

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ECB To Cautiously Reduce the Pace of QE

BOE to Reduce Accommodation Despite Rising Political Turmoil

How the Market is Mis-Reading the Riksbank


by Brunello Rosa and Nouriel Roubini

16 October 2017

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BOE to Reduce Accommodation Despite Rising Political Turmoil

BOE to Reduce Accommodation Despite Rising Political Turmoil

BOE to Reduce Accommodation Despite Rising Political Turmoil

by Brunello Rosa and Nouriel Roubini

13 October 2017

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The Mystery of the Missing Inflation

BOE to Reduce Accommodation Despite Rising Political Turmoil

BOE to Reduce Accommodation Despite Rising Political Turmoil


by Nouriel Roubini and Brunello Rosa

9 October 2017

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September 2017

German Election: Reduced Window For Deeper EZ Integration

MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals

MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals

by Brunello Rosa and Nouriel Roubini

25 September 2017

REad paper

MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals

MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals

MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals

by Brunello Rosa and Nouriel Roubini

20 September 2017

READ paper

Fed Preview: "Relatively Dovish" Tightening Set to Continue

MONETARY AFFAIRS: Fed Review: Dovish Tightening, Hawkish Signals

Further Eurozone Integration: The Time Window is Very Narrow

by Brunello Rosa and Nouriel Roubini

15 September 2017

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Further Eurozone Integration: The Time Window is Very Narrow

TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility

Further Eurozone Integration: The Time Window is Very Narrow

by Nouriel Roubini and Brunello Rosa

15 September 2017

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MONETARY AFFAIRS: ECB Review: Draghi Said More than Most People Think

TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility

TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility

by Brunello Rosa and Nouriel Roubini

7 September 2017

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TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility

TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility

TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility

by Brunello Rosa and Nouriel Roubini

5 September 2017

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