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Adam Wolfe Adam Wolfe

Adam Wolfe is director of emerging Asia at Roubini Global Economics. Prior to joining RGE, Adam worked as a senior analyst at the Power and Interest News Report covering Asian and African strategic issues. He has been quoted in several news outlets including Reuters, NPR and the Los Angeles Times. Adam holds a master’s degree in international politics and business from New York University, and a bachelor’s degree from the University of Wisconsin-Madison. Follow Adam on Twitter @adamkwolfe

If you or your organization would like to book Adam Wolfe for a speaking engagement or event, contact the RGE sales team.

Recent Articles by Adam Wolfe

Our Thoughts

China’s economic slowdown: Don’t expect a turnaround

Adam Wolfe April 16, 2014

Our Thoughts

China’s disappointing trade data: We lower our Q1 GDP forecast

Adam Wolfe April 10, 2014

Our Thoughts

China’s small steps toward fiscal and monetary stimulus

Adam Wolfe April 3, 2014

Our Thoughts

Asian PMIs: Soft Chinese and Japanese growth should lead to further easing

Adam Wolfe March 31, 2014

Our Thoughts

The Reserve Bank of India: No change expected from the April meeting

Adam Wolfe March 26, 2014

Asia/Pacific

CNY Volatility and Its Consequences

Adam Wolfe and Don Hanna March 19, 2014

Our Thoughts

China’s weak start to 2014 and likely policy response

Adam Wolfe March 13, 2014

Our Thoughts

China’s disappointing data and seasonal swings

Adam Wolfe March 10, 2014

Our Thoughts

China’s economic targets for 2014

Adam Wolfe March 6, 2014

Global Macro-Market Outlook

China Outlook: Short-Term Solutions to Long-Term Problems

Adam Wolfe March 4, 2014

Global Macro-Market Outlook

India Outlook: A Slow Rebound Begins

Adam Wolfe March 4, 2014

Global Macro-Market Outlook

South Korea Outlook: Service, Please!

Adam Wolfe March 4, 2014

Our Thoughts

The PBoC’s efforts to maintain stable but tight liquidity conditions

Adam Wolfe February 18, 2014

Asia/Pacific

Asia’s Balance Sheets: Fragility Moves to Thailand

Abby Zwick, Adam Wolfe, Mike Liu and Rachel Ziemba February 12, 2014

Scenario Analysis

China Scenarios: Risk of a Hard Landing Is Rising

Adam Wolfe February 6, 2014

Asia/Pacific

Reserve Bank of India: Shift Toward Inflation Targeting Bolsters Credibility

Adam Wolfe January 29, 2014

Asia/Pacific

Bank of Japan: It Will Be Worth the Wait

Adam Wolfe January 27, 2014

Our Thoughts

China’s disappointing Flash PMI and growth prospects for Q1

Adam Wolfe January 23, 2014

Our Thoughts

The Reserve Bank of India’s inflation targeting proposal

Adam Wolfe January 22, 2014

Our Thoughts

China’s trust default and the PBoC’s rescue operation

Adam Wolfe January 21, 2014

Our Thoughts

China’s slowdown in Q4 and risks to our 2014 forecast

Adam Wolfe January 20, 2014

Our Thoughts

Why the Reserve Bank of India is likely to stay on hold in January

Adam Wolfe January 16, 2014

Our Thoughts

An update on RGE’s rule-based trading strategy for Chinese equities

Adam Wolfe January 7, 2014

Global Macro-Market Outlook

Hong Kong Outlook: The Property Bubble Springs a Leak

Adam Wolfe December 16, 2013

Our Thoughts

China Economic Work Conference: In line with RGE’s expectations for 2014

Adam Wolfe December 13, 2013

Our Thoughts

China’s mixed data dump: Mostly pointing toward slower growth

Adam Wolfe December 10, 2013

Global Macro-Market Outlook

China Outlook: Risking It All to Protect ‘the Bottom Line’

Adam Wolfe December 6, 2013

Global Macro-Market Outlook

Asia/Pacific Outlook: Stuck in Second Gear

Adam Wolfe, Michael Manetta, Alex Etra, Abby Zwick, Mike Liu and Rachel Ziemba December 5, 2013

Our Thoughts

Asian PMIs: A soft, but probably sustainable, recovery begins

Adam Wolfe December 2, 2013

Our Thoughts

The weakening of monetary transmission in China

Adam Wolfe November 28, 2013

Our Thoughts

China’s weak flash PMI: Growth is stabilizing, not slowing (yet)

Adam Wolfe November 21, 2013

Our Thoughts

China’s full reform report: Good on the details, still worried on implementation

Adam Wolfe November 15, 2013

Asia/Pacific

China’s Plan to 'Comprehensively Deepen Reforms' Is a Glass Half Empty

Adam Wolfe November 12, 2013

Our Thoughts

China’s October data dump: Better-than-expected, property remains key risk

Adam Wolfe November 11, 2013

Asia/Pacific

China Trip Report: Comprehensive Reform Plan Implementation at Risk From Multiple Targets

Nouriel Roubini and Adam Wolfe November 8, 2013

Asia/Pacific

‘Ghost Cities’ or Abandoned Projects: China’s Unsustainable Construction Boom

Adam Wolfe November 5, 2013

Our Thoughts

Strong Asian PMI data suggest upside risk to Q4

Adam Wolfe November 1, 2013

Our Thoughts

Reasons liquidity conditions in China will ease very soon

Adam Wolfe October 30, 2013

Our Thoughts

The impact of China’s new “loan prime rate” on monetary policy

Adam Wolfe October 25, 2013

Our Thoughts

Despite higher interbank rates, the risks to Chinese growth are tilted to the upside

Adam Wolfe October 24, 2013

Our Thoughts

The mixed picture for China’s housing market

Adam Wolfe October 22, 2013

Our Thoughts

The sustainability of China’s growth rebound

Adam Wolfe October 18, 2013

Our Thoughts

China’s plan to tackle overcapacity misses the target

Adam Wolfe October 17, 2013

Our Thoughts

The temporary return of hot money inflows to China

Adam Wolfe October 15, 2013

Our Thoughts

The (in)significance of the PBoC/ECB RMB swap line

Adam Wolfe October 11, 2013

Emerging Markets

Exposed in 2014: Measuring Exposure to China's Investment-Led Slowdown

Ian Watt, Mike Liu and Adam Wolfe October 3, 2013

Our Thoughts

Why the strong momentum in Asia’s PMIs will not last much longer

Adam Wolfe October 1, 2013

Our Thoughts

The surprisingly weak China PMI

Adam Wolfe September 30, 2013

Asia/Pacific

China Trip Report: Permanent Stimulus Is Not a Solution

Adam Wolfe September 26, 2013

Global Macro-Market Outlook

Asia/Pacific Outlook: A Pause in the Asian Decade Looms

Adam Wolfe, Michael Manetta, Alex Etra, Ayoti Mittra and Ibrahim Gassambe September 26, 2013

Global Macro-Market Outlook

Hong Kong Outlook: The End Is Near for the Property Bubble

Adam Wolfe September 24, 2013

Global Macro-Market Outlook

Taiwan Outlook: Rising Gradually with the Global Tide

Adam Wolfe September 23, 2013

Our Thoughts

Reasons for caution on China's strong Flash PMI data

Adam Wolfe September 23, 2013

Global Macro-Market Outlook

China Outlook: Temporary Stabilization, Ultimately Unsustainable

Adam Wolfe and Ibrahim Gassambe September 20, 2013

EconoMonitor

Urbanization Cannot Explain Chinas Imbalanced Growth Model

Adam Wolfe September 10, 2013

Our Thoughts

RGE’s China trading strategy—a quick update

Adam Wolfe September 10, 2013

Our Thoughts

China’s data dump for August: Short-term surge

Adam Wolfe September 10, 2013

Our Thoughts

Why urbanization cannot explain China’s imbalanced growth model

Adam Wolfe September 5, 2013

Our Thoughts

Signs that Asia is starting to benefit from stronger global demand

Adam Wolfe September 2, 2013

Our Thoughts

Structural and cyclical factors in China’s investment-led slowdown

Adam Wolfe August 28, 2013

Our Thoughts

Upside risks to our China forecast

Adam Wolfe August 22, 2013

Our Thoughts

China’s new super regulator

Adam Wolfe August 20, 2013

Our Thoughts

The People’s Bank of China’s ‘Operation Reverse Twist’

Adam Wolfe August 16, 2013

Equity

RGE’s China Forecast as an Equity Trading Strategy

Adam Wolfe August 15, 2013

Our Thoughts

Reasons not to get too excited about China’s data dump for July

Adam Wolfe August 9, 2013

Our Thoughts

China’s over-hyped strong trade data

Adam Wolfe August 8, 2013

Asia/Pacific

Asia’s Balance Sheet: The Glimmer Gets Dimmer

Adam Wolfe, Ayoti Mittra, Paulina Argudin, Mike Liu, Ibrahim Gassambe, Michael Manetta and Alex Etra August 6, 2013

Our Thoughts

The PBoC’s inadequate defense of China’s rising credit intensity

Adam Wolfe August 5, 2013

Our Thoughts

China’s mixed PMI data: The official story seems fishy

Adam Wolfe August 1, 2013

Our Thoughts

China’s local government audit and the risk of another credit crunch

Adam Wolfe July 29, 2013

Asia/Pacific

China Will Slash the Required Reserve Ratio by 500 bps by End-2014

Adam Wolfe July 25, 2013

Our Thoughts

China’s mini stimulus: Already baked into RGE’s forecast, no change in view

Adam Wolfe July 25, 2013

Our Thoughts

'active and sudden' hot money outflows from China

Adam Wolfe July 23, 2013

Asia/Pacific

The Tao of Hard Landing—China 2013-16

Adam Wolfe July 23, 2013

Our Thoughts

Why China dropping the lending rate floor is good (but not enough)

Adam Wolfe July 19, 2013

Our Thoughts

How the IMF’s Article IV Report for China compares to RGE’s expectations

Adam Wolfe July 18, 2013

Our Thoughts

Cutting RGE’s growth forecast for China

Adam Wolfe July 15, 2013

Our Thoughts

Updating our Q2 GDP forecast for China

Adam Wolfe July 11, 2013

Our Thoughts

Four reasons not to panic about China’s trade data

Adam Wolfe July 10, 2013

Our Thoughts

Consensus’ rapid convergence to RGE’s 'slow grind' forecast for China

Adam Wolfe July 10, 2013

Our Thoughts

The (non)implications of the China-U.S. S&ED

Adam Wolfe July 9, 2013

Asia/Pacific

China’s Liquidity Crunch: Not Bad Meaning Bad, but Bad Meaning Good?

Adam Wolfe, Gary Clark, Brunello Rosa, Jennifer Kapila and Ibrahim Gassambe July 1, 2013

Our Thoughts

Why China’s policy makers allowed the liquidity crunch to escalate

Adam Wolfe June 21, 2013

Global Macro-Market Outlook

Asia/Pacific Outlook: World War Xi

Adam Wolfe, Ayoti Mittra, Michael Manetta, Alex Etra and Ibrahim Gassambe June 20, 2013

Global Macro-Market Outlook

Taiwan Outlook: Investment Needed

Adam Wolfe June 19, 2013

Global Macro-Market Outlook

South Korea Outlook: Stimulus Helps, But Corporate Investment Required

Adam Wolfe June 19, 2013

Global Macro-Market Outlook

Hong Kong Outlook: Macropru Is Not Enough

Adam Wolfe June 17, 2013

Global Macro-Market Outlook

China Outlook: Trouble Will Find Me

Adam Wolfe and Ibrahim Gassambe June 13, 2013

Our Thoughts

The liquidity squeeze in China: Is ‘hot money’ running for the exits?

Adam Wolfe June 11, 2013

Our Thoughts

The growth impact of local government debt restructuring in China

Adam Wolfe June 6, 2013

Our Thoughts

The equity impact of consensus revisions to Chinese growth forecasts

Adam Wolfe May 30, 2013

Our Thoughts

Forecasting China’s savings-investment balance

Adam Wolfe May 29, 2013

Our Thoughts

The fall in China’s Flash PMI and 2013 growth prospects

Adam Wolfe May 23, 2013

Our Thoughts

Why SOE reform is off the agenda in China

Adam Wolfe May 21, 2013

Our Thoughts

China’s mixed data dump for April

Adam Wolfe May 13, 2013

Asia/Pacific

Debt and Deleveraging: Will China Turn Japanese?

Adam Wolfe May 12, 2013

Our Thoughts

South Korea’s ‘unexpected’ rate cut

Adam Wolfe May 9, 2013

Our Thoughts

The overstatement of Chinese exports

Adam Wolfe May 8, 2013

Asia/Pacific

How China’s Credit Boom Will Bust

Adam Wolfe May 8, 2013

Our Thoughts

China’s State Council’s reform agenda and the prospects for financial liberalization

Adam Wolfe May 7, 2013

Our Thoughts

Asia’s PMIs for April: Global softness offset by local stimulus

Adam Wolfe May 2, 2013

Our Thoughts

Taiwan’s disappointing growth in Q1 2013

Adam Wolfe April 30, 2013

Our Thoughts

China’s special Politburo Standing Committee meeting to discuss the economy

Adam Wolfe April 26, 2013

Our Thoughts

South Korea’s surprisingly strong Q1

Adam Wolfe April 25, 2013

Our Thoughts

China’s credit cycle, the flash PMI and possible upside risks for 2013

Adam Wolfe April 23, 2013

Asia/Pacific

House Stark: The Undeniable Slowdown Coming to Asian Property Market

Ayoti Mittra, Adam Wolfe and Michael Manetta April 22, 2013

Our Thoughts

The Chinese government’s reaction to the Q1 growth disappointment

Adam Wolfe April 18, 2013

Our Thoughts

The true debt burden of China’s local governments

Adam Wolfe April 16, 2013

Our Thoughts

China’s disappointing growth in Q1 and the outlook for 2013

Adam Wolfe April 15, 2013

Our Thoughts

Why the Bank of Korea is still likely to ease in Q2

Adam Wolfe April 11, 2013

Our Thoughts

The mysterious strength of Chinese exports

Adam Wolfe April 10, 2013

Our Thoughts

Chinese inflation, food-safety concerns and monetary policy

Adam Wolfe April 9, 2013

Our Thoughts

Korean geopolitical tensions and the impact on KRW

Adam Wolfe April 3, 2013

Global Macro-Market Outlook

Taiwan Outlook: Losing Its Edge

Adam Wolfe April 3, 2013

What's On Nouriel's Mind

China Trip Report: Heightened Reform Expectations

Nouriel Roubini and Adam Wolfe April 2, 2013

Global Macro-Market Outlook

Asia/Pacific Outlook: From Abe With Love

Michael Manetta, Ayoti Mittra, Adam Wolfe, Alex Etra and Ibrahim Gassambe April 1, 2013

Global Macro-Market Outlook

South Korea Outlook: Waiting for China’s Tide to Turn

Adam Wolfe March 28, 2013

Global Macro-Market Outlook

Hong Kong Outlook: The Limits of Macropru

Adam Wolfe March 28, 2013

Our Thoughts

Some initial thoughts about China’s new government

Adam Wolfe March 28, 2013

Global Macro-Market Outlook

India Outlook: A Question of Potential

Alex Etra, Adam Wolfe and Ibrahim Gassambe March 20, 2013

Global Macro-Market Outlook

China Outlook: Unbalanced, Unsustainable for Longer

Adam Wolfe and Ibrahim Gassambe March 14, 2013

Our Thoughts

Hong Kong property prices and the limits of macro-pru

Adam Wolfe March 14, 2013

Our Thoughts

Questions about what Li Keqiang means when he says “urbanization”

Adam Wolfe March 13, 2013

Our Thoughts

China’s disappointing Jan-Feb data dump

Adam Wolfe March 11, 2013

Our Thoughts

China’s economic targets and fiscal budget for 2013

Adam Wolfe March 5, 2013

Our Thoughts

China's lower provincial growth targets

Adam Wolfe March 4, 2013

Asia/Pacific

The Myth of a Gradual Rebalancing and Soft Landing for China

Adam Wolfe March 4, 2013

Our Thoughts

The economic impact of China’s new housing market restrictions

Adam Wolfe March 1, 2013

Our Thoughts

China’s February PMI data, Chinese New Year and the outlook for 2013

Adam Wolfe March 1, 2013

Our Thoughts

Why lunar new year cannot explain all of the decline in China’s Flash PMI

Adam Wolfe February 25, 2013

Our Thoughts

Why S&P and Moody's are wrong about China

Adam Wolfe February 20, 2013

Our Thoughts

The instability of the middle income trap

Adam Wolfe February 14, 2013

Our Thoughts

China's (non)reaction to North Korea’s nuclear test

Adam Wolfe February 13, 2013

Our Thoughts

Hedging against the fallout from North Korea's nuclear test

Adam Wolfe February 12, 2013

Our Thoughts

China’s latest efforts to tackle income inequality and economic rebalancing

Adam Wolfe February 6, 2013

Our Thoughts

Questions about the strength of the HSBC Flash Manufacturing PMI for China

Adam Wolfe January 24, 2013

Our Thoughts

Emerging market convergence before the middle income trap

Adam Wolfe January 22, 2013

Our Thoughts

How RGE’s “slow grind” forecast for Chinese investment is shaping up so far

Adam Wolfe January 18, 2013

Our Thoughts

China Q4 2012 GDP data and the risks to our 2013 forecast

Adam Wolfe January 18, 2013

Our Thoughts

On using RGE’s QCA scores to predict who survives the middle income trap

Adam Wolfe January 17, 2013

Asia/Pacific

China’s Political Transition: A Half-Time Report

Adam Wolfe and Roger Yang January 16, 2013

Global Macro-Market Outlook

Asia-Pacific Outlook: Never Say Never Again

Michael Manetta, Adam Wolfe, Natalia Gurushina and Ibrahim Gassambe December 27, 2012

Global Macro-Market Outlook

South Korea Outlook: A Reprieve From the Slowdown

Adam Wolfe and Natalia Gurushina December 27, 2012

Central Bank Watch

Bank of Korea: Wait and See

Adam Wolfe December 26, 2012

Global Macro-Market Outlook

Taiwan Outlook: Float On

Adam Wolfe December 19, 2012

Central Bank Watch

Central Bank of the Republic of China (Taiwan): Waiting for the Tide to Come In

Adam Wolfe December 19, 2012

Global Macro-Market Outlook

Hong Kong Outlook: A Lot of Hot Air

Adam Wolfe December 12, 2012

Global Macro-Market Outlook

India Outlook: Talking a Good Game

Adam Wolfe, Alex Etra, Nikhil Mohan, Natalia Gurushina and Ibrahim Gassambe December 6, 2012

Global Macro-Market Outlook

China Outlook: Shelter From the Storm

Adam Wolfe, Natalia Gurushina and Ibrahim Gassambe December 6, 2012

Central Bank Watch

Reserve Bank of India: Shifting Into Easing Mode Again

Adam Wolfe December 5, 2012

Central Bank Watch

People’s Bank of China: Holding the Line

Adam Wolfe December 5, 2012

Our Thoughts

The next fudge on Greece

Adam Wolfe November 26, 2012

Our Thoughts

What Greece will do about that EUR5bn t-bill due on Nov 16th

Adam Wolfe November 11, 2012

Central Bank Watch

Bank of Korea: Waiting Games

Adam Wolfe November 8, 2012

Our Thoughts

What’s going on with CNY and capital inflows to China

Adam Wolfe November 2, 2012

Central Bank Watch

Central Bank of the Republic of China (Taiwan): Holding Its Fire for Now

Adam Wolfe October 30, 2012

Our Thoughts

Local political scandals in Italy may boost Monti's chances of staying on as PM

Adam Wolfe October 16, 2012

Central Bank Watch

Reserve Bank of India: Waiting for Its Moment

Kunal Kumar Kundu and Adam Wolfe October 15, 2012

Our Thoughts

Why China will probably announce the date for the upcoming Party Congress on Thursday

Adam Wolfe September 23, 2012

Global Macro-Market Outlook

Asia-Pacific Outlook: Tomorrow Never Dies

Adam Wolfe, Michael Manetta, Ayoti Mittra, Kunal Kumar Kundu, Nikhil Mohan and Ibrahim Gassambe September 13, 2012

Central Bank Watch

Bank of Korea: Still Ready to Ease

Adam Wolfe September 13, 2012

Global Macro-Market Outlook

South Korea Outlook: Stuck in the Slow Lane

Adam Wolfe and Natalia Gurushina September 13, 2012

Global Macro-Market Outlook

Hong Kong Outlook: Bubble at Home, Trouble Abroad

Adam Wolfe September 12, 2012

Global Macro-Market Outlook

Taiwan Outlook: Dismal Straits

Adam Wolfe September 12, 2012

Central Bank Watch

Bank of Korea: Prepared to Cut

Adam Wolfe September 10, 2012

Our Thoughts

Speculation that Mario Monti will stay on as Italian prime minister after 2013 elections

Adam Wolfe September 10, 2012

Central Bank Watch

People’s Bank of China: Staying the Course

Adam Wolfe September 7, 2012

Our Thoughts

EZ competitiveness (based on the WEF report)

Adam Wolfe September 5, 2012

Global Macro-Market Outlook

China Outlook: The Gordian Knot of Rebalancing at Speed

Adam Wolfe, Natalia Gurushina and Ibrahim Gassambe September 5, 2012

Our Thoughts

The ECB renouncing seniority on bond purchases

Adam Wolfe August 20, 2012

Our Thoughts

India's CAG report on coal block allocation

Adam Wolfe August 17, 2012

Commodities

What Happens When the Chinese Commodity Wave Breaks?

Adam Wolfe August 15, 2012

Our Thoughts

How Greece will avoid default on August 20th

Adam Wolfe August 2, 2012

Our Thoughts

The Finnish debate on the ESM seniority status

Adam Wolfe July 30, 2012

Asia/Pacific

Asia’s Balance Sheet: Vulnerabilities, Imbalances and Opportunities

Adam Wolfe July 27, 2012

Our Thoughts

How Germany will react to the rising negative impact of the EZ debt crisis on the domestic economy

Adam Wolfe July 24, 2012

Our Thoughts

Swiss negative yields and rising appreciation pressure on CHF

Adam Wolfe July 23, 2012

Our Thoughts

The IMF potentially pulling the plug on Greece

Adam Wolfe July 22, 2012

Our Thoughts

German Finance Minister Schaeuble's Remarks on Spanish Banking Sector Aid

Adam Wolfe July 20, 2012

Our Thoughts

The ECB's shift in stance on senior bondholder losses

Adam Wolfe July 15, 2012

Central Bank Watch

Bank of Korea: Hawks No More

Adam Wolfe July 12, 2012

Asia/Pacific

Of Sovereign Bondage: Credit Ratings in India, Indonesia and the Philippines

Michael Manetta, Adam Wolfe and Ayoti Mittra July 9, 2012

Central Bank Watch

People's Bank of China: Signed, Sealed, Delivered

Adam Wolfe July 4, 2012

Our Thoughts

Ireland's difficult choice on debt relief vs supporting financial services

Adam Wolfe July 1, 2012

Our Thoughts

Rising appreciation pressures on CHF

Adam Wolfe June 12, 2012

Central Bank Watch

Central Bank of the Republic of China (Taiwan): On Hold

Adam Wolfe June 12, 2012

Central Bank Watch

Bank of Korea: Waiting for a Sign

Adam Wolfe June 12, 2012

Global Macro-Market Outlook

Asia Outlook: Live and Let Die

Adam Wolfe, Michael Manetta and Ibrahim Gassambe June 11, 2012

Global Macro-Market Outlook

South Korea Outlook: Shaken, Not Stirred Into Action

Adam Wolfe and Natalia Gurushina June 1, 2012

Global Macro-Market Outlook

Hong Kong Outlook: Sky’s the Limit for the Property Bubble

Adam Wolfe June 1, 2012

Global Macro-Market Outlook

Taiwan Outlook: Recovery Stalled

Adam Wolfe May 31, 2012

Central Bank Watch

People’s Bank of China: Ready to Ease

Adam Wolfe May 28, 2012

Global Macro-Market Outlook

China Outlook: The Tao of Hard Landing

Adam Wolfe, Natalia Gurushina and Ibrahim Gassambe May 28, 2012

Our Thoughts

The Irish referendum on the fiscal compact

Adam Wolfe May 21, 2012

Global Macro-Market Outlook

China Outlook: Calling the Bottom (for Now)

Adam Wolfe April 17, 2012

Economic Research

What’s on Nouriel’s Mind: Reforms on Hold in China

Nouriel Roubini and Adam Wolfe March 21, 2012

Global Macro-Market Outlook

Asia Outlook: Quantum of Solace

Michael Manetta, Adam Wolfe, Ayoti Mittra and Kunal Kumar Kundu March 20, 2012

Economic Research

The Sun Sets on China’s Red Star

Adam Wolfe March 16, 2012

Central Bank Watch

Bank of Korea: Space Opening Up for a Late 2012 Hike

Adam Wolfe March 14, 2012

Central Bank Watch

People’s Bank of China: Putting a Floor Under the Ongoing Correction

Adam Wolfe March 14, 2012

Central Bank Watch

Central Bank of the Republic of China (Taiwan): Pause Until H1 2013

Adam Wolfe March 14, 2012

Global Macro-Market Outlook

Hong Kong Outlook: The Party Lingers On

Adam Wolfe March 14, 2012

Global Macro-Market Outlook

Taiwan Outlook: Rising With the Global Tide

Adam Wolfe March 14, 2012

Global Macro-Market Outlook

South Korea Outlook: Some Green Shoots

Adam Wolfe March 14, 2012

Global Macro-Market Outlook

China Outlook: Extend and Pretend

Adam Wolfe March 13, 2012

Economic Research

China’s Priorities for 2012: Our Take on the Reports to the National People’s Congress

Adam Wolfe March 5, 2012

Central Bank Watch

People's Bank of China: 'Prudent' Monetary Policy

Adam Wolfe February 9, 2012

Central Bank Watch

Central Bank of the Republic of China: Rate Cut Likely in Q1

Adam Wolfe February 9, 2012

Central Bank Watch

Bank of Korea: The Hawk of Asia

Adam Wolfe February 9, 2012

Economic Research

Upside Risks to 2012

Rachel Ziemba, Prajakta Bhide, Shelley Goldberg, Juan Lorenzo Maldonado, Michael Manetta, Christian Menegatti, Elisa Parisi-Capone and Adam Wolfe January 5, 2012

Economic Research

The Game Begins: Prepare for North Korean Instability Under the 'Great Successor'

Adam Wolfe December 19, 2011

Economic Research

Chronicles of a Crash Foretold: Updating RGE’s Medium-Term Scenarios for China

Adam Wolfe December 16, 2011

Global Macro-Market Outlook

Central Bank of the Republic of China: December Update

Adam Wolfe December 15, 2011

Central Bank Watch

Bank of Korea: December Update

Adam Wolfe December 15, 2011

Central Bank Watch

People’s Bank of China: December Update

Adam Wolfe December 15, 2011

Our Thoughts

The possibility of an Irish referendum on the EU treaty changes

Adam Wolfe December 15, 2011

Global Macro-Market Outlook

Hong Kong Outlook: Where the Sidewalk Ends

Adam Wolfe December 9, 2011

Global Macro-Market Outlook

Asia Outlook: The World Is Not Enough

Adam Wolfe, Michael Manetta, Ayoti Mittra and Kunal Kumar Kundu December 9, 2011

Global Macro-Market Outlook

Taiwan Outlook: Strait Jacket

Adam Wolfe December 9, 2011

Global Macro-Market Outlook

South Korea Outlook: Drifting Into the Slow Lane

Adam Wolfe December 8, 2011

Global Macro-Market Outlook

China Outlook: Don’t Look Down!

Adam Wolfe December 1, 2011

Central Bank Watch

People’s Bank of China: November Update

Adam Wolfe November 17, 2011

Central Bank Watch

Bank of Korea: November Update

Adam Wolfe November 17, 2011

Central Bank Watch

Central Bank of the Republic of China: November Update

Adam Wolfe November 17, 2011

EconoMonitor

Without Interest Rate Reform, China Will Not Pull Private Lending Out of the Shadows

Adam Wolfe November 11, 2011

Global Macro-Market Outlook

Asia Outlook Update: You Only Live Twice

Adam Wolfe, Michael Manetta and Mikka Pineda September 19, 2011

Global Macro-Market Outlook

India Outlook Update: Domestic Demand Destruction + Gloomy Global Growth

Adam Wolfe and Kunal Kumar Kundu September 16, 2011

Global Macro-Market Outlook

Hong Kong Outlook Update: If Something Cannot Go On Forever…

Adam Wolfe September 15, 2011

Global Macro-Market Outlook

South Korea Outlook Update: Growth Worries Trump Inflation Scares

Adam Wolfe September 15, 2011

Global Macro-Market Outlook

Taiwan Outlook Update: Stormy Weather Ahead

Adam Wolfe September 13, 2011

Global Macro-Market Outlook

China Outlook Update: Lean Into the Punch

Adam Wolfe September 7, 2011

Economic Research

Chronicles of a Crash Foretold: Visualizing the Sequence of a Chinese Hard Landing

Adam Wolfe August 22, 2011

Central Bank Watch

People's Bank of China: August Update

Adam Wolfe August 19, 2011

Central Bank Watch

Reserve Bank of India: August Update

Adam Wolfe August 19, 2011

Central Bank Watch

Bank of Korea: August Update

Adam Wolfe August 19, 2011

Global Macro-Market Outlook

India Outlook Update: Demand Destruction

Adam Wolfe August 8, 2011

Global Macro-Market Outlook

Taiwan Outlook Update: In a Rough Patch

Adam Wolfe June 20, 2011

Global Macro-Market Outlook

China Outlook Update: What, Me Worry?

Adam Wolfe June 20, 2011

Global Macro-Market Outlook

Hong Kong Outlook Update: Hot Town, Summer in the City

Adam Wolfe June 16, 2011

Economic Research

Overheating Asia Yearns for Policy Coolants

Arpitha Bykere, Michael Manetta and Adam Wolfe May 9, 2011

Economic Research

Japan's Earthquake: Can the Growth Impact on EM Asia Be Discounted?

Michael Manetta, Arpitha Bykere and Adam Wolfe April 12, 2011

Economic Research

China Big Picture: Summary of RGE Views

Adam Wolfe April 12, 2011

Economic Research

Chinese Growth Easing While Inflation Spikes

Adam Wolfe April 7, 2011

EconoMonitor

RGE's Wednesday Note - Great Speculations: Why China Is So Bubble-Friendly

Adam Wolfe April 6, 2011

Economic Research

Taiwanese Inflation Inches Upward

Adam Wolfe March 31, 2011

Economic Research

Taiwan Still on the Train to Normal

Adam Wolfe March 24, 2011

EconoMonitor

The Chinese State Takes, But Never Gives

Adam Wolfe March 23, 2011

Economic Research

China’s Banking Sector: The Big Payback

Adam Wolfe and Jorund Aarsnes March 23, 2011

Economic Research

Hong Kong Inflation Dips in February

Adam Wolfe March 17, 2011

Economic Research

Taiwanese Industrial Production Decelerates

Adam Wolfe March 17, 2011

Global Macro-Market Outlook

Hong Kong Outlook: Handouts Boost Growth, Inflation

Adam Wolfe March 16, 2011

Global Macro-Market Outlook

China Outlook: If You Build It…

Adam Wolfe March 16, 2011

Global Macro-Market Outlook

Taiwan Outlook: No Country Is an Island

Adam Wolfe March 16, 2011

Economic Research

The People’s Bank of China Is Back in the Open Market

Adam Wolfe March 9, 2011

EconoMonitor

RGEs Wednesday Note - Jasmine Dreams in China?

Adam Wolfe March 9, 2011

EconoMonitor

Just How Rich Is the National Peoples Congress?

Adam Wolfe March 4, 2011

Economic Research

Taiwanese Inflation Stays Muted

Adam Wolfe March 2, 2011

Economic Research

Chinese Exports Suffer Holiday Drag

Adam Wolfe March 2, 2011

Economic Research

Chinese Inflation Stays Elevated

Adam Wolfe March 2, 2011

Economic Research

Hong Kong's GDP Shows Strong Momentum in Q4

Adam Wolfe February 16, 2011

Economic Research

'Chindia': Putting the Emerging Market Giants Into Perspective

Arpitha Bykere, Adam Wolfe and Arnab Das February 16, 2011

Economic Research

China's Inflation: Don't Believe Your Lying Eyes

Adam Wolfe February 15, 2011

Economic Research

Chinese Inflation in January: Hopping Higher and Higher

Adam Wolfe February 10, 2011

Economic Research

Chinese Trade Surplus Narrows in January

Adam Wolfe February 3, 2011

Economic Research

Taiwanese Inflation Picks Up

Adam Wolfe February 3, 2011

Economic Research

Taiwan GDP Rebounds in Q4 2010

Adam Wolfe January 26, 2011

Economic Research

Can Capital Controls Resolve Asia's Policy Trilemma?

Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda January 24, 2011

Economic Research

Hong Kong Export Growth Moderates in December

Adam Wolfe January 19, 2011

Economic Research

Chinese GDP: Up Then Down

Adam Wolfe January 12, 2011

Economic Research

Coming Soon: Another Hike to China's Required Reserve Ratios

Adam Wolfe January 12, 2011

Economic Research

Chinese Money Supply Growth Stays Elevated

Adam Wolfe January 5, 2011

Economic Research

The Hangover: China Considers Policy Pills

Adam Wolfe December 21, 2010

Economic Research

Chinese Inflation Peaks for the Year in November

Adam Wolfe December 8, 2010

Global Macro-Market Outlook

China: 2011 Outlook

Adam Wolfe and Rachel Ziemba December 7, 2010

Global Macro-Market Outlook

Hong Kong: 2011 Outlook

Adam Wolfe December 6, 2010

Global Macro-Market Outlook

Taiwan: 2011 Outlook

Adam Wolfe December 6, 2010

Economic Research

China: Tightening to Continue in 2011

Adam Wolfe November 24, 2010

Economic Research

Taiwan: Targeting Asset Prices

Adam Wolfe November 24, 2010

Economic Research

Nov 23 Data Release: Taiwan’s Industrial Production Under Pressure

Adam Wolfe November 17, 2010

Economic Research

The Long and Short of It: China's Political Economy Is Shifting

Adam Wolfe November 16, 2010

Economic Research

Nov 8 Data Release: A Stiff Breeze for Taiwan’s October Export Growth

Adam Wolfe November 3, 2010

Economic Research

Nov 9 Data Release: Lower Imports Boost Chinese Trade Surplus in October

Adam Wolfe November 3, 2010

Economic Research

Nov 12 Data Release: Net Exports Boost Hong Kong’s Q3 GDP

Adam Wolfe November 3, 2010

Economic Research

1997 All Over Again for Hong Kong’s Property Market

Adam Wolfe October 20, 2010

Economic Research

Local Bubbles, Strong Fundamentals in China

Adam Wolfe October 20, 2010

EconoMonitor

Little Impact from Rate Hikes in China

Adam Wolfe October 20, 2010

Economic Research

China's 'Surprise' Rate Hike: Another Step Toward Normal

Adam Wolfe October 19, 2010

Economic Research

Oct 20 Data Release: Soft Landing for China’s GDP

Adam Wolfe October 13, 2010

Economic Research

Oct 21 Data Release: Hong Kong’s Inflation Rebounds

Adam Wolfe October 13, 2010

Economic Research

Oct 5 Data Release: Inflationary Pressure Weak in Taiwan

Adam Wolfe September 29, 2010

Economic Research

What Happens When China’s Demographic Dividend Stops Paying Out?

Adam Wolfe September 28, 2010

Economic Research

September 27: Hong Kong Releases Trade Data for August

Adam Wolfe September 23, 2010

Economic Research

September 30: Taiwan Announces Interest Rate Decision

Adam Wolfe September 23, 2010

EconoMonitor

RMB Politics: Just Enough for Congress?

Adam Wolfe September 14, 2010

Global Macro-Market Outlook

China: September 2010 Outlook Update

Adam Wolfe and Rachel Ziemba September 10, 2010

Global Macro-Market Outlook

Hong Kong: September 2010 Outlook Update

Adam Wolfe September 9, 2010

EconoMonitor

(Non)Performance Anxiety

Adam Wolfe September 2, 2010

EconoMonitor

China Auto Sales: What's the Deal?

Adam Wolfe September 2, 2010

Economic Research

Asia Week Ahead: Growth Concerns Outweigh Inflation Risks

Arpitha Bykere, Michael Manetta, Mikka Pineda and Adam Wolfe August 26, 2010

Economic Research

Asia Week Ahead: Exports, Industrial Production Set to Slow

Mikka Pineda, Adam Wolfe and Michael Manetta August 19, 2010

Economic Research

Asia Week Ahead: Waxing Inflation, Waning Growth

Adam Wolfe, Mikka Pineda, Michael Manetta and Arpitha Bykere August 12, 2010

Economic Research

Asia Week Ahead: Private Demand an Unlikely Antidote for Export Ailments

Arpitha Bykere, Adam Wolfe, Michael Manetta and Mikka Pineda August 5, 2010

Economic Research

Beware! Here Be UDICs: Demystifying China's Local Government Debts

Adam Wolfe August 2, 2010

Economic Research

Asia Week Ahead: Gradual Monetary Tightening to Continue Despite Signs of Slowdown

Arpitha Bykere, Mikka Pineda, Michael Manetta and Adam Wolfe July 21, 2010

Economic Research

Red Light, Green Light: China's Monetary Policy Gets Stuck in Traffic

Adam Wolfe and Rachel Ziemba July 20, 2010

Economic Research

Asia Week Ahead: Challenges for DPJ, Rising Inflation and Slowing Industrial Activity

Adam Wolfe, Mikka Pineda and Arpitha Bykere July 14, 2010

Global Macro-Market Outlook

Taiwan: Q3 2010 Outlook

Adam Wolfe July 9, 2010

Global Macro-Market Outlook

China: Q3 2010 Outlook

Adam Wolfe and Rachel Ziemba July 9, 2010

Global Macro-Market Outlook

Hong Kong: Q3 2010 Outlook

Adam Wolfe July 9, 2010

Global Macro-Market Outlook

Taiwan: September 2010 Outlook Update

Adam Wolfe July 9, 2010

Economic Research

With Limited Options, EM Asia Turns to Prudential Measures to Tame Inflows

Arpitha Bykere and Adam Wolfe July 5, 2010

EconoMonitor

Why Did Beijing Shut Down Shanghais Plan for a Property Tax?

Adam Wolfe July 2, 2010

Economic Research

Asia Week Ahead: Central Banks Weigh Tightening With G3 on Hold and Global Growth Slowing

Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba June 30, 2010

Economic Research

Chinese Investment: The Slow Grind Ahead

Adam Wolfe June 22, 2010

Economic Research

Asia Week Ahead: Signs of Easing Growth Challenge Monetary Policy

Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba June 2, 2010

EconoMonitor

Whats the Significance of the Recent Labor Strife in China?

Adam Wolfe June 1, 2010

Economic Research

Asia Week Ahead: Political Tensions, Easing Growth and Delayed Monetary Tightening

Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba May 26, 2010

Economic Research

What’s on the Agenda at the U.S.-China Strategic and Economic Dialogue?

Adam Wolfe and Rachel Ziemba May 17, 2010

EconoMonitor

A Mixed Picture from Chinas Data Dump, but Still Not Tightening

Adam Wolfe May 12, 2010

Economic Research

Chinese Monetary Policy: Of All the Tools, Why the Exchange Rate?

Adam Wolfe and Rachel Ziemba May 2, 2010

EconoMonitor

PBoC Might Guide Interbank Rates Up, Still Not Tightening

Adam Wolfe April 19, 2010

Global Macro-Market Outlook

China: Q2 2010 Outlook

Adam Wolfe and Rachel Ziemba April 15, 2010

EconoMonitor

Is Chinese Property Overheating or Cooling Off?

Adam Wolfe April 14, 2010

Global Macro-Market Outlook

Hong Kong: Q2 2010 Outlook

Adam Wolfe April 11, 2010

Global Macro-Market Outlook

Taiwan: Q2 2010 Outlook

Adam Wolfe April 11, 2010

EconoMonitor

China-U.S. Tensions: What, Me Worry?

Adam Wolfe April 1, 2010

Economic Research

In China, Politics Trump Monetary Policy

Adam Wolfe March 31, 2010

Economic Research

U.S.-China Tensions: Co-Dependency Pains

Rachel Ziemba and Adam Wolfe March 16, 2010

Economic Research

China: What to Expect from the February Data

Adam Wolfe and Rachel Ziemba March 9, 2010

EconoMonitor

Whats on the Agenda at Chinas National Peoples Congress?

Adam Wolfe March 3, 2010

EconoMonitor

RGEs Wednesday Note: Still No Tightening in China

Adam Wolfe February 24, 2010

Economic Research

China: No Exit

Adam Wolfe February 18, 2010

Global Macro-Market Outlook

China: Q1 2010 Outlook

Rachel Ziemba and Adam Wolfe February 8, 2010

Global Macro-Market Outlook

Hong Kong and Macau: Q1 2010 Outlook

Adam Wolfe January 29, 2010

Global Macro-Market Outlook

Taiwan: Q1 2010 Outlook

Adam Wolfe January 29, 2010

Economic Research

The People’s Bank of China and the Road Not Taken

Adam Wolfe and Rachel Ziemba January 25, 2010

Economic Research

China Macro: 5Qs for 2010

Adam Wolfe and Rachel Ziemba December 15, 2009

EconoMonitor

Whats on the Agenda at Chinas Central Economic Work Conference?

Adam Wolfe December 2, 2009

Economic Research

What is China's Exit Strategy?

Adam Wolfe and Rachel Ziemba November 15, 2009

EconoMonitor

Chinese Monetary Policy: Little Effect on Overcapacities, and Risks of Blowing a Property Bubble

Adam Wolfe October 21, 2009

Economic Research

Chinese Monetary Policy: Little Effect on Overcapacities, and Risks of Blowing a Property Bubble

Adam Wolfe and Rachel Ziemba October 20, 2009

Economic Research

China Economic Outlook, Q4 2009

Adam Wolfe, Rachel Ziemba October 6, 2009

Economic Research

Hong Kong and Macao Economic Outlook, Q4 2009

Adam Wolfe, Rachel Ziemba October 6, 2009

EconoMonitor

The Peoples Republic Turns 60: A New Era for China?

Adam Wolfe September 30, 2009

Economic Research

The People's Republic Turns 60: A New Era for China?

Adam Wolfe September 29, 2009

EconoMonitor

Chinese Credit Policy: Is Fine-Tuning Prompting Too Much of a Property Boom?

Adam Wolfe September 29, 2009

Economic Research

Chinese Credit Policy: Is Fine-Tuning Prompting Too Much of a Property Boom?

Adam Wolfe and Rachel Ziemba September 21, 2009

Economic Research

What's on the Table at the U.S.-China Strategic and Economic Dialogue (S&ED)?

Rachel Ziemba and Adam Wolfe July 23, 2009

EconoMonitor

Chinas GDP Growth and Electricity Contraction: Not a Contradiction After All?

Adam Wolfe July 15, 2009

Economic Research

China's GDP Growth and Electricity Contraction: Not a Contraction After All?

Adam Wolfe and Rachel Ziemba, with contributions from Italo Lombardi July 14, 2009

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