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Combining RGE’s proprietary quantitative model and our analysts’ insights, the new Banking Sector Vulnerability Monitor aims to identify financial systemic risks that may be overlooked by broader measures of country strength, and growth-supportive banking systems.
May 30, 2013
We remain cautiously optimistic on Japanese equities through the next six months, though some stalling looks likely in the near term as the market digests Prime Minister Shinzo Abe’s reform agenda.
http://www.roubini.com/img/hp-feature-asset/AbeEquity_May2013D.jpgMay 30, 2013
Given the ad-hoc reactive nature of eurozone crisis management thus far, market participants are eager to identify a systematic approach to properly price bank risk.
May 16, 2013
The RGE U.S. Economic Activity Index (EAI) helps paint a cohesive picture of activity; while recent activity has pared back, there is no suggestion that a sharp slowdown is underway.
May 14, 2013
Whereas Japan delayed writing down corporate debts until 1997, China’s policy makers look to be more proactive.
http://www.roubini.com/img/hp-feature-asset/ChinaBoom_May2013C.jpgMay 13, 2013
Our baseline assumes the 2014 vote will usher in a new leftist government set on scrapping controversial policy changes that eroded the country’s investment environment and democratic credentials.
May 6, 2013
Markets most prone to bubbles in upcoming years in our view are DM and EM equities, EM currencies and EM corporate debt, and real estate.
May 2, 2013