Economic Research
The scheduled series of diplomatic meetings and new sanctions suggest that the risk of a meaningful supply shock has fallen from the already low level.
Rachel Ziemba and Gary Clark May 11, 2012
Crisis Watch
RGE has long been concerned about the rising risk of a Greek default/exit. Our Crisis Watch page offers commentary and leading views.
the RGE Western Europe Team
Cross Asset Monthly
Overall, the market is anticipating continued strong U.S. data, which sets up room for disappointment. Our base case expectation is that QE3 is still a possibility, albeit with political constraints, on the back of looming downside risks.
the RGE Market Strategy Team May 7, 2012
Economic Research
Spain would have to undergo enormous primary and current account adjustments to put itself on a path toward fiscal and external debt sustainability.
Megan Greene, Katharina Jungen, Jennifer Kapila and David Nowakowski May 4, 2012
China Monthly
Public statements suggest that China’s top leaders are dividing up local government debts into differentiated tranches in preparation for a bailout.
Adam Wolfe May 2, 2012
Central Bank Watch
Despite promising data, we expect DM central banks to continue to ease in H1 in an effort to capitalize on any momentum, as most EMs wait for clearer global cues.
Michael Manetta and the RGE Economic Research Team Apr 24, 2012
Economic Research
The recent actions of the ECB have stabilized the eurozone (EZ) and global financial systems.
Arnab Das and Nouriel Roubini Apr 2, 2012
Market Strategy
The recent string of weak data out of China has surprised consensus and conformed to our expectations for a sharp deceleration of growth in Q1.
Michael Hart, Adam Wolfe, Shelley Goldberg, David Nowakowski, Natalia Gurushina, Gina Sanchez and Ibrahim Gassambe Mar 30, 2012
Multimedia Center
RGE economists and strategists explain the foundation for their Global Economic Outlook for 2012 and 2013 with region-specific podcasts and videos, as well as a conference call that clients can replay.
the RGE Economic Research and Market Strategy Teams