Recent Travel Notes

TRAVEL NOTES - France: Social Tensions Upend French and Eurozone Politics

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By Rémi Bourgeot

19 December 2018

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ITALY: Partially Caving In, Given Market and European Pressures

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by Brunello Rosa

5 December 2018

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GERMANY: A Succession Drama at a Time of Economic Weakness

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by Rémi Bourgeot

4 December 2018

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CHINA: Preparing for A Potentially Full-Scale Economic and Geopolitical Cold War

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By Nouriel Roubini

20 November 2018

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In this “Final Rush,” Risks Remain That A Crisis Might Be Needed To Break the Brexit Impasse

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By Brunello Rosa and Nouriel Roubini

7 November 2018

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June 2018 - October 2018

American Mid-term elections: Verdict on the Trump Revolution

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John C. Hulsman 

17 October 2018

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TRAVEL NOTES: Focus on Italy’s First “Populist” Budget

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by Brunello Rosa 

and Nouriel Roubini

17 September 2018

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

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by Nouriel Roubini

9 August 2018 

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

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by Brunello Rosa and Nouriel Roubini

4 July 2018 

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IRAN: Mismanagement and International Tensions Stifle a Great Potential

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by Rémi Bourgeot

29 June 2018 

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

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by Brunello Rosa and Nouriel Roubini

20 June 2018

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April 2018 - June 2018

UK: Post-Brexit Customs Options Mask Deeper Choices

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by Brunello Rosa and Nouriel Roubini

6 June  2018

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Germany Remains Cautious On Further Eurozone Integration

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by Brunello Rosa and Nouriel Roubini

5 June 2018

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TRAVEL NOTES - China: Reforms and Rebalancing to Remain Gradual

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by Nouriel Roubini

4 June 2018

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RUSSIA: Putin to Continue Inward-Oriented Economic Policies

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by Nouriel Roubini

29 May 2018

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

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by Rémi Bourgeot and Brunello Rosa

23 May 2018

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Italy: Short-Term Resilience, Long-Term Fragility

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by Brunello Rosa 

and Nouriel Roubini

24 April 2018

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September 2017 - April 2018

BOE Mulling Rate Hike Amid Brexit Uncertainties

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By Brunello Rosa 

and Nouriel Roubini


20 April 2018

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

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By Nouriel Roubini 

18 April 2018

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

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by Nouriel Roubini

13 March 2018

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Turkey: Muddling Through Macroeconomic and Geopolitical Challenges

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by Rémi Bourgeot 

7 February 2018

REad Paper

TRAVEL NOTES: France: Will Macron Succeed in Reforming His Country?

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by Nouriel Roubini and Brunello Rosa

3 January 2018

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

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by Brunello Rosa and Nouriel Roubini

5 September 2017

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