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RECENT TRAVEL NOTES
TRAVEL NOTES - FRANCE: Macron Mixes Reforms And “Populist” Approach
Macron’s Push For French and European Reform Remains, But Will Be Constrained
TURKEY: In A Crisis-Prone Environment, There Are Signs Of Normalization
by Brunello Rosa
14 February 2020
TURKEY: In A Crisis-Prone Environment, There Are Signs Of Normalization
Macron’s Push For French and European Reform Remains, But Will Be Constrained
TURKEY: In A Crisis-Prone Environment, There Are Signs Of Normalization
by A. Magnoli Bocchi, Farah Aladsani
29 August 2019
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Macron’s Push For French and European Reform Remains, But Will Be Constrained
Macron’s Push For French and European Reform Remains, But Will Be Constrained
by Brunello Rosa and Nouriel Roubini
9 July 2019
CHINA: Growth Is Stabilizing at the Cost of Renewed Financial Imbalances
CHINA: Growth Is Stabilizing at the Cost of Renewed Financial Imbalances
Macron’s Push For French and European Reform Remains, But Will Be Constrained
by Nouriel Roubini
7 May 2019
TRAVEL NOTES FROM ITALY: Risks Re-Emerging After The Truce
CHINA: Growth Is Stabilizing at the Cost of Renewed Financial Imbalances
TRAVEL NOTES FROM ITALY: Risks Re-Emerging After The Truce
by Brunello Rosa
15 February 2019
November 2018 - February 2019
TRAVEL NOTES: Germany's Economic and Political Uncertainties Are Rising
TRAVEL NOTES - France: Social Tensions Upend French and Eurozone Politics
TRAVEL NOTES - France: Social Tensions Upend French and Eurozone Politics
by Nouriel Roubini and Brunello Rosa
14 February 2019
TRAVEL NOTES - France: Social Tensions Upend French and Eurozone Politics
TRAVEL NOTES - France: Social Tensions Upend French and Eurozone Politics
TRAVEL NOTES - France: Social Tensions Upend French and Eurozone Politics
By Rémi Bourgeot
19 December 2018
ITALY: Partially Caving In, Given Market and European Pressures
TRAVEL NOTES - France: Social Tensions Upend French and Eurozone Politics
TRAVEL NOTES FROM GERMANY: A Succession Drama at a Time of Economic Weakness
by Brunello Rosa
5 December 2018
TRAVEL NOTES FROM GERMANY: A Succession Drama at a Time of Economic Weakness
In this “Final Rush,” Risks Remain That A Crisis Might Be Needed To Break the Brexit Impasse
TRAVEL NOTES FROM GERMANY: A Succession Drama at a Time of Economic Weakness
by Rémi Bourgeot
4 December 2018
CHINA: Preparing for A Potentially Full-Scale Economic and Geopolitical Cold War
In this “Final Rush,” Risks Remain That A Crisis Might Be Needed To Break the Brexit Impasse
In this “Final Rush,” Risks Remain That A Crisis Might Be Needed To Break the Brexit Impasse
By Nouriel Roubini
20 November 2018
In this “Final Rush,” Risks Remain That A Crisis Might Be Needed To Break the Brexit Impasse
In this “Final Rush,” Risks Remain That A Crisis Might Be Needed To Break the Brexit Impasse
In this “Final Rush,” Risks Remain That A Crisis Might Be Needed To Break the Brexit Impasse
By Brunello Rosa and Nouriel Roubini
7 November 2018
June 2018 - October 2018
American Mid-term elections: Verdict on the Trump Revolution
TRAVEL NOTES - TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising
American Mid-term elections: Verdict on the Trump Revolution
John C. Hulsman
17 October 2018
TRAVEL NOTES: Focus on Italy’s First “Populist” Budget
TRAVEL NOTES - TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising
American Mid-term elections: Verdict on the Trump Revolution
by Brunello Rosa
and Nouriel Roubini
17 September 2018
TRAVEL NOTES - TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising
TRAVEL NOTES - TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising
TRAVEL NOTES - TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising
by Nouriel Roubini
9 August 2018
TRAVEL NOTES - FRANCE: Europe’s (Temporary) Bright Spot
ITALY: New Government to Be Initially Only Modestly Confrontational with Europe
TRAVEL NOTES - TURKEY: The Risk of a Full-Blown Balance of Payments Crisis Is Rising
by Brunello Rosa and Nouriel Roubini
4 July 2018
IRAN: Mismanagement and International Tensions Stifle a Great Potential
ITALY: New Government to Be Initially Only Modestly Confrontational with Europe
ITALY: New Government to Be Initially Only Modestly Confrontational with Europe
by Rémi Bourgeot
29 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
April 2018 - June 2018
UK: Post-Brexit Customs Options Mask Deeper Choices
TRAVEL NOTES - China: Reforms and Rebalancing to Remain Gradual
Germany Remains Cautious On Further Eurozone Integration
by Brunello Rosa and Nouriel Roubini
6 June 2018
Germany Remains Cautious On Further Eurozone Integration
TRAVEL NOTES - China: Reforms and Rebalancing to Remain Gradual
Germany Remains Cautious On Further Eurozone Integration
by Brunello Rosa and Nouriel Roubini
5 June 2018
TRAVEL NOTES - China: Reforms and Rebalancing to Remain Gradual
TRAVEL NOTES - China: Reforms and Rebalancing to Remain Gradual
TRAVEL NOTES - China: Reforms and Rebalancing to Remain Gradual
by Nouriel Roubini
4 June 2018
RUSSIA: Putin to Continue Inward-Oriented Economic Policies
GERMANY: An Economic Powerhouse Trying to Revive the Political Centre Ground
TRAVEL NOTES - China: Reforms and Rebalancing to Remain Gradual
by Nouriel Roubini
29 May 2018
GERMANY: An Economic Powerhouse Trying to Revive the Political Centre Ground
GERMANY: An Economic Powerhouse Trying to Revive the Political Centre Ground
GERMANY: An Economic Powerhouse Trying to Revive the Political Centre Ground
by Rémi Bourgeot and Brunello Rosa
23 May 2018
Italy: Short-Term Resilience, Long-Term Fragility
GERMANY: An Economic Powerhouse Trying to Revive the Political Centre Ground
GERMANY: An Economic Powerhouse Trying to Revive the Political Centre Ground
by Brunello Rosa
and Nouriel Roubini
24 April 2018
September 2017 - April 2018
BOE Mulling Rate Hike Amid Brexit Uncertainties
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
By Brunello Rosa
and Nouriel Roubini
20 April 2018
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
By Nouriel Roubini
18 April 2018
India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth
BoJ Unlikely To Change Policy or Communication Until 2019 Amid Economic, Political Uncertainties
India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth
by Nouriel Roubini
13 March 2018
Turkey: Muddling Through Macroeconomic and Geopolitical Challenges
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
India: Rising Macro Headwinds In Spite of Recent Pick-Up in Growth
by Rémi Bourgeot
7 February 2018
TRAVEL NOTES: France: Will Macron Succeed in Reforming His Country?
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
TRAVEL NOTES: Italy: Lower Cyclical Risks, Continued Structural Fragility
by Nouriel Roubini and Brunello Rosa
3 January 2018
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