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Region

North America

Recent Analysis:

Fed Communication: Yellen Makes a Timely Intervention

Q1 Earnings Preview: Reduced Expectations Set Stage for Positive Surprises

U.S. Macro Data: Soft in Q1, but Still on an Upward Trajectory

Credit: Yield Today, Defaults Tomorrow

High Yield: Buyer Beware, Yields Getting Low!

Dove Meets Hawk: The Fed After the Evans Rule

Current Regional Outlooks:

Credit Outlook: Pro-Risk—Despite Rate Risk!

Government Bond/Rates Outlook: The Bear-Steepening/-Flattening Divide in G4 Rates

Asia/Pacific

Recent Analysis:

Spring Meetings Takeaways: Still an Uneven and Unbalanced Global Economy

EM Credit: What a Drag!

Summary of Key Views: April 2014

Indonesia: Current Account Discrepancies and Sukarno's Ghost Haunt Adjustment

Current Regional Outlooks:

Global Outlook: Challenges but No Changes

Malaysia Outlook: Back to Export-Led Growth

Philippines Outlook: Recovery Sparks Confidence; Inflation Risks Remain

India Outlook: A Slow Rebound Begins

Latin America

Recent Analysis:

Spring Meetings Takeaways: Still an Uneven and Unbalanced Global Economy

Chile Trip Report: Poised for Slowdown

EM Credit: What a Drag!

Mexico Trip Report: Reforms Play on the Nerves

Current Regional Outlooks:

Chile Outlook: Early Signs of Weakening

Mexico Outlook: Catching Breath

Global Issues

Recent Analysis:

Tracking the Ukraine Crisis

Business Cycle Picks Up for Developed Markets

2014 Global Scenarios and Heatmap: Q2 Update

Credit Ratings Watch: Putting EMs on Notice

Country Insights: Monitoring Social Risk

Emerging Market Vulnerabilities: Volatility Likely to Persist, Despite Brighter Medium Term

Takeaways From Davos and Recent Trips: Optimism and Complacency Conceal Risks

Current Regional Outlooks:

Outlook Overview: Buy Some Time and Use It Well!

Middle East and Africa

Recent Analysis:

South Africa Trip Report: Policy Plan Remains Underwhelming

Housing Bubbles Part 1: Where Are Indicators Flashing Red?

SARB: Inflation Trajectory Forces an Early Hike

Ignore the Accounting Tricks! South African Assets Still Exposed to Global Tightening

Current Regional Outlooks:

MENA Outlook: Lifelines Delay Transition

Saudi Arabia Outlook: Focusing on the Home Front

Asset Classes

Policy Rates

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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.

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GDP/CPI Forecasts

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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 »

Summary of Key Views

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 »

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