skip to main content
Economic Research

North America Focus: U.S.: Warming Up the Helicopter; Canada: Inflation Moderates Going Forward


We kick off our look at North America with the U.S., where incoming data are showing that growth in Q2 2010 was closer to 1.5%, compared with the advance estimate of 2.4%. With Q2 growth more anemic than even we expected, risks to our forecast for 1.5% growth in H2 2010 are heavily tilted to the downside. We will continue to monitor incoming data in Q3 2010 for additional signs of weakness. Looking at recent trends in inflation and inflation expectations, the gauges clearly display ongoing downward pressure; however, we consider the grim possibility that policymakers[...]

Access to this content is restricted to RGE clients.

If you have a client code, please enter it here to activate your client account.

Click here for a free trial.

Learn About Our Services:

RGE Research

Our dynamic and intuitive macroeconomic research platform keeps you on top of the extraordinary shifts that transform our global economy, allowing users to uncover unique connections and insights. Discover the resource central banks and that 70% of the world's leading hedge funds, asset managers, PE firms, banks and corporations around the world depend on.

Our market strategists build on the work of our macroeconomic research team, incorporating market dynamics to answer crucial questions and generate actionable investment recommendations. RGE's Market Research and Strategy team gives clients actionable insight across six key asset classes:

• Currencies • Commodities
• Credit • Equity • Gov’t Bonds / Rates
• Emerging Markets • Financials
• Cross Asset Model Portfolio

RGE Strategy

Sometimes, reading research is not enough. Many RGE clients participate at the Roubini Direct Access level to gain a deeper understanding of specific issues. Through interactive live sessions, we engage with world-class thinkers, encourage knowledge sharing, idea generation, risk identification and validation of client initiatives.

Learn More »


RSS (Really Simple Syndication) feeds offer another way to consume content. Subscribe to our feeds to get our latest headlines, summaries and links back to full Research pieces and Thoughts — updated throughout the day.