Analysis

  • Monthly Chartbook: September 2014

    By Paulina Argudin and the Roubini Research Team Sep 19 @ 12:00AM

    RGE's Research Team presents its key global themes and view changes, as well as the risks to those views. 

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  • Outlook Overview: Variety’s the Very Spice of Life

    By David Nowakowski and the Roubini Research Team Sep 18 @ 06:00PM

    Diverging structural and cyclical economic paths make for a more varied outlook, but the “pro-risk” investment themes of 2014 haven’t lost their flavor.

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  • United States Outlook: Back on Track

    By Prajakta Bhide, David Nowakowski, Ibrahim Gassambe, Brunello Rosa and Dayna Goodwin Sep 18 @ 05:50PM

    The U.S. economy is set for a solid expansion in H2 after a volatile H1.

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  • China Outlook: The Story Is Coming to an End

    By Don Hanna Sep 18 @ 05:45PM

    With President Xi consolidating his power, the likelihood of more aggressive financial-sector reforms and a lower GDP target next year is rising.

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  • Eurozone Outlook: More Weakness, More Easing

    By Annalisa Piazza, Brunello Rosa, David Nowakowski, Ibrahim Gassambe Sep 18 @ 05:40PM

    Disappointing Q2 GDP figures have led us to revise down our 2014 forecast to 0.7% from 1.0%. We have seen sluggishness across the main eurozone (EZ) economies, with Spain being the only exception.

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