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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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by Brunello Rosa and Nouriel Roubini

5 September 2017