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Arnab Das Arnab Das

Arnab Das is managing director of research at Roubini Global Economics, closely working with Nouriel Roubini, Christian Menegatti and Paul Domjan in thought leadership, research management and content development. He is best known for his long experience of emerging market boom-bust cycles and, since joining RGE, for cogent insight into developed-world crisis management. Arnab brings to bear a wealth of experience in advising private investors and firms, as well as in-depth macro, market and policy discussions with central banks and governments in crisis. He regularly appears in the financial and business media, including CNBC and Bloomberg, around the world. Before joining Roubini Global Economics, Arnab worked at Dresdner Kleinwort, the investment banking arm of the Dresdner Bank Group, from 2001 to 2009. He was co-head of global economics and strategy; head of global FX research and strategy; and head of emerging markets research and strategy, spanning economics and all asset classes; in addition to co-chairing asset-allocation strategy. Arnab worked in various emerging market research roles at JP Morgan from 1992 to 2001, including head of Eastern Europe, Middle East and Africa strategy and senior strategist for Latin America. He achieved or led teams to repeated No. 1 rankings in emerging markets and foreign exchange strategy as recognized by Euromoney, Credit Magazine, Global Investor and FX Weekly. Arnab is now based in London and New York; he studied at Princeton University and the London School of Economics and has extensive experience working in the United States, United Kingdom, Brazil, Russia and India.

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

Recent Articles by Arnab Das

IMF/WB Meeting Takeaways, Part 3: Softer U.S. Data, QE and Macropru

Nouriel Roubini, Arnab Das and Christian Menegatti April 26, 2013

IMF/WB Meeting Takeaways, Part 2: Policy Stalemate Leaves Eurozone With Failed Plan A

Nouriel Roubini, Arnab Das and Christian Menegatti April 25, 2013

IMF/WB Meeting Takeaways, Part 2: Policy Stalemate Leaves Eurozone With Failed Plan A

Nouriel Roubini, Arnab Das and Christian Menegatti April 25, 2013

IMF/WB Meeting Takeaways, Part 1: More Easy Money, More Problems

Nouriel Roubini, Arnab Das and Christian Menegatti April 24, 2013

IMF/WB Meeting Takeaways, Part 1: More Easy Money, More Problems

Nouriel Roubini, Arnab Das and Christian Menegatti April 24, 2013

Cyprus Bail-In/-Out Sets Bad Precedent, but Not the Last Straw

Arnab Das March 19, 2013

A Unified Field Theory: The Middle-Income Trap and EM/DM Commingling vs. Convergence

Arnab Das March 11, 2013

Shortest Distance: Alpha to Beta and Back Again?

Arnab Das February 26, 2013

G7/G20/G-Whiz! Ease Money, Yes; FX Fight, No!

Arnab Das February 19, 2013

Using ‘Brexit’ Risk to Measure Eurozone Integration

Arnab Das, David Nowakowski, Jennifer Kapila, Brunello Rosa, Jelena Vukotic and Jennifer Hsieh February 1, 2013

Brussels Sprouts EZ Integration, but ECB Enables Muddle-Through; Use Brexit Risk as an EZ Metric

Arnab Das January 27, 2013

Hitting the Debt Ceiling: The 14th Amendment and U.S. Ability/Willingness to Pay

Arnab Das January 18, 2013

RGE Analysts' EconoMonitor

Das: Inflows to India Should Continue in 2013, Provided Adjustment Continues

Arnab Das January 11, 2013

Yanking Your Chain: U.S. Acts to Reduce Risk of UK Exit From EU

Arnab Das January 10, 2013

EZ Money: Game-Changer, New Lease on Life or Just a Breather?

Arnab Das October 1, 2012

Europe Trip Report: EZ Fusion=EU-UK Fission

Nouriel Roubini and Arnab Das August 14, 2012

Imbalances: Neither a Borrower nor a Lender Be!

Arnab Das August 10, 2012

A Global Fallacy of Composition: Goldilocks to Humpty Dumpty

Arnab Das July 17, 2012

Between a Rock and a Hard Place: Trying to Scale the G20 and EZ Summits

Arnab Das June 29, 2012

The Fed, Elections and Fiscal Drag: Implications for Growth and Markets

Nouriel Roubini, Prajakta Bhide and Arnab Das June 22, 2012

EZ (Dis-)Union: Half-Way House or Half-Baked Idea?

Arnab Das June 22, 2012

RGE Analysts' EconoMonitor

RGE's Arnab Das Bloomberg Video on ECB Policy, Spain Outlook

Arnab Das June 14, 2012

Desperately Seeking Safe Harbors in EZ Difficulties

Arnab Das June 6, 2012

All Washed Up in Washington: Key Takeaways From an Unscripted IMF Spring Meeting

Nouriel Roubini, Arnab Das, Christian Menegatti and Megan Greene April 24, 2012

Executive Summary: A Glass Half-Full/Half-Empty

Arnab Das April 4, 2012

The Here and Now: Groundhog Day or New Leaf?

Arnab Das April 4, 2012

Nouriel Roubini's EconoMonitor

A Divorce Settlement for the Eurozone

Arnab Das April 2, 2012

How to Achieve an Amicable EZ Divorce

Arnab Das and Nouriel Roubini April 2, 2012

RGE Analysts' EconoMonitor

RGE's Arnab Das CNBC Video and Report: Europe Deleveraging to Cause Recession?

Arnab Das March 21, 2012

Executive Summary: Reassessing Risk and Return

Arnab Das March 6, 2012

RGE Analysts' EconoMonitor

RGE's Arnab Das - Rupee Will Underperform, Not Bullish on it

Arnab Das February 10, 2012

Executive Summary: Head(wind)s or Tail(wind)s?

Arnab Das February 9, 2012

The Here and Now: A Kinder, Gentler Crisis

Arnab Das February 9, 2012

EZ Divorce: Executive Summary

Arnab Das January 31, 2012

EZ Divorce: The Negotiation Phase—The Political-Economy of an Amicable Divorce

Arnab Das January 31, 2012

Executive Summary: No Such Thing as Decoupling

Arnab Das and Rachel Ziemba January 26, 2012

The Here and Now: Risk-On vs. Return-Off…Capital

Arnab Das and Rachel Ziemba January 26, 2012

RGE Analysts' EconoMonitor

Lessons for the EZ From Alexander Hamilton

Arnab Das January 19, 2012

Executive Summary: Redux Ad Absurdum?

Arnab Das January 11, 2012

The Here and Now: Back to Basics

Arnab Das January 11, 2012

Executive Summary: Here We Go Again

Arnab Das December 8, 2011

The Here and Now: The Better Part of Valor

Arnab Das December 8, 2011

Executive Summary: On Again, Off Again…

Arnab Das November 7, 2011

The Here and Now: Bazooka or Pea Shooter?

Arnab Das November 7, 2011

Executive Summary: Tug of War

Arnab Das October 24, 2011

The Here and Now: Catching Up Is Hard to Do

Arnab Das, Rachel Ziemba and Christian Menegatti October 24, 2011

Executive Summary: On the Edge in an Age of Crisis

Arnab Das October 7, 2011

The Here and Now: Do Gentlemen Prefer Bonds?

Arnab Das October 7, 2011

The Age of Crisis: Down and Out Depression in D.C.—RGE on the IMF/WB Annual Meetings

Arnab Das, Christian Menegatti, Rachel Ziemba and Katharina Jungen September 26, 2011

Are Those Who Make History Condemned to Repeat It, Tipping Us Into Depression Again?

Arnab Das, Nouriel Roubini and Christian Menegatti September 21, 2011

Damned If You Do, Doomed If You Don't: Life After Greece's Mega-Exchange (If it Actually Happens)

David Nowakowski and Arnab Das September 16, 2011

Executive Summary: Rolling Over. Playing Dead?

Arnab Das September 6, 2011

The Here and Now: No Pain, No Gain…

Arnab Das September 6, 2011

RGE Analysts' EconoMonitor

RGE's Das Bloomberg Video: Das Expects ECB Interest Rate Cut Is 'Around the Corner'

Arnab Das August 17, 2011

RGE Analysts' EconoMonitor

Rubble of Rouble as a Precedent for the EZ EUR? HSBC's King and RGE's EZ Does It

Arnab Das August 10, 2011

Conference Call Replay: EZ Debt Crisis—United States of Europe or EZ Break-Up?

Nouriel Roubini, Arnab Das and the RGE Economic Research and Market Strategy Teams August 9, 2011

Executive Summary: Is There Life After Debt?

Arnab Das August 3, 2011

The Here and Now: The Meaning of Life After Debt

Arnab Das August 3, 2011

Conference Call Replay: U.S. Debt Scenarios and Implications for Growth and Asset Classes

Nouriel Roubini, Arnab Das and the RGE Economic Research and Market Strategy Teams August 1, 2011

Executive Summary: Getting to Grips With Growth

Arnab Das July 28, 2011

The Here and Now: Full Faith or Credit

Arnab Das July 28, 2011

Executive Summary: On Palliatives and Placebos

Arnab Das July 5, 2011

The Here and Now: Of Silver Linings and Clouds

Arnab Das July 5, 2011

RGE Analysts' EconoMonitor

RGE's Arnab Das - Greek `Selective' Default May Protect Investors

Arnab Das June 29, 2011

Outlook Conference Call Replay

Nouriel Roubini, Arnab Das and Christian Menegatti June 27, 2011

EZ-Greece Debt Policy Options, Simplified

Arnab Das June 10, 2011

The Here and Now: Groundhog Day?

Arnab Das June 6, 2011

The Here and Now: Groundhog Day?

Arnab Das June 5, 2011

Executive Summary: Know What You Did Last Summer

Arnab Das June 5, 2011

EM BRICS vs. EZ Mortar: Global Ramifications of a Big EM Ask—Select the IMF MD on Merit!

Arnab Das May 25, 2011

Navigating Asset Classes as QE2 Dry-Docks

Arnab Das, Shelley Goldberg, Michael Hart, David Nowakowski, Gina Sanchez, Ibrahim Gassambe, Natalia Gurushina and Jennifer Kapila May 24, 2011

Conference Call Replay - Greek Debt Situation and Options

Nouriel Roubini and Arnab Das May 18, 2011

The Here and Now: A No-Exit Strategy, For Now…

Arnab Das May 11, 2011

A How-To Manual for Plan B: Options for Restructuring Greek Public Debt

Nouriel Roubini, Arnab Das, Jennifer Kapila, James Mason, David Nowakowski, Elisa Parisi-Capone and Christian Menegatti May 9, 2011

Bin Laden's Death: Big Win for U.S. Politics, Modest Win (at Best) for Asset Markets and Global Security

Rachel Ziemba and Arnab Das May 3, 2011

Honey, I Shrunk the Gross National Debt!

Nouriel Roubini and Arnab Das April 25, 2011

Executive Summary: A Delicate Rebalancing

Arnab Das April 21, 2011

The Here and Now: Finding the Right Middle Ground

Arnab Das April 21, 2011

Washout in Washington: Key IMF Meeting Takeaways

Nouriel Roubini and Arnab Das April 19, 2011

S&P Rating Action: Count on the United States to Do the Right Thing—After It Exhausts All Other Alternatives

Arnab Das and Nouriel Roubini April 18, 2011

A Fine Balance

Arnab Das April 3, 2011

The Here and Now: Bad Luck Seems to Come in Threes

Arnab Das April 3, 2011

Conference Call Replay: RGE's Q2 2011 Outlook Update

Nouriel Roubini, Arnab Das and Christian Menegatti March 22, 2011

Emerging Markets EconoMonitor

India - Roadmap for Growth: RGE's Arnab Das with Harsha Subramaniam

Arnab Das March 3, 2011

That '70s Show: Deja Vu All Over Again?

Arnab Das February 28, 2011

The Big Picture: π a la Mode

Arnab Das February 28, 2011

'Chindia': Putting the Emerging Market Giants Into Perspective

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

The Big Picture: It's All Relative

Arnab Das February 7, 2011

π in the Sky

Arnab Das February 7, 2011

Executive Summary: Overheating. Over-Stimulated! Over the Top?

Arnab Das January 19, 2011

The Big Picture: Known Knowns, Known Unknowns and Unknown Unknowns

Arnab Das January 19, 2011

A Year of Growing Dangerously

Arnab Das January 11, 2011

The Big Picture: On the Horns and Thorns of Dilemmas and Trilemmas

Arnab Das January 11, 2011

Conference Call Replay: RGE's 2011 Global Economic Outlook

With Nouriel Roubini, Arnab Das, Christian Menegatti and RGE Analysts January 6, 2011

Bluster and Lustre: The Whys and Wherefores of the Gold Hedge

Arnab Das and Shelley Goldberg January 5, 2011

RGE Analysts' EconoMonitor

Stuck in Dublin

Arnab Das December 20, 2010

Living on Borrowed Time

Arnab Das December 6, 2010

The Big Picture: Collateral Damage

Arnab Das December 6, 2010

EZ Does It! Part 2: Radiating From EZ Ground Zero to Global Asset Classes

Arnab Das and the RGE Strategy Team November 24, 2010

Are Those Who Make History Condemned to Repeat It?

Arnab Das October 29, 2010

The Big Picture: Necessary but Insufficient Policies for Interesting Times

Arnab Das October 29, 2010

Conference Call Replay: Asset-Class Implications of QE2

With Nouriel Roubini, Arnab Das and the RGE Strategy Team October 26, 2010

RGE Analysts' EconoMonitor

Arnab Das Bloomberg Interview on the G20 Meeting and the Currency Conundrum

Arnab Das October 25, 2010

Quantum(s) of Solace: A QE2 Scenario Analysis and Assessment of the Limits of Fed Policy

Prajakta Bhide, Christian Menegatti, Nouriel Roubini, Arnab Das and the RGE Strategy Team October 24, 2010

Executive Summary: Turning the Tables—Our Inaugural EM Asset Allocation and Regional Views

Arnab Das October 21, 2010

The Big Picture: East is East; South is South; West is West; North is North...Yet the Twain Seem to Meet…

Arnab Das October 21, 2010

The Big Picture: East is East; South is South; West is West; North is North...Yet the Twain Seem to Meet…

Arnab Das October 21, 2010

To QE or Not to QE? That is One of Many Questions

Arnab Das October 5, 2010

The Morning After the American Dream: Getting to Grips With Reality

Arnab Das October 5, 2010

EZ Does It! Part I: Eurozone Endgame Scenarios

Elisa Parisi-Capone, Arnab Das and Christian Menegatti September 29, 2010

Is China Passing the Buck?

Arnab Das, Rachel Ziemba and Natalia Gurushina September 20, 2010

Conference Call Replay: RGE’s Q4 2010 Outlook Update

With Nouriel Roubini, Arnab Das and Christian Menegatti September 16, 2010

Conference Call Replay: Volatilities and Correlations

With Arnab Das, Natalia Gurushina, Arun Motianey and David Nowakowski September 1, 2010

The Big Picture: It Will Get Worse Before it Gets Better

Arnab Das August 31, 2010

Executive Summary: States of Flux: Stay Risk Averse

Arnab Das August 30, 2010

Don't Bet the Banks on an EZ Stress Test

Jennifer Kapila, Elisa Parisi-Capone, Arnab Das and David Nowakowski August 12, 2010

Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications

Christian Menegatti, Rachel Ziemba, Arnab Das, Arun Motianey, Gina Sanchez, Natalia Gurushina and David Nowakowski August 2, 2010

Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear

Arnab Das, Natalia Gurushina, Arun Motianey, David Nowakowski, Gina Sanchez and Jennifer Kapila July 26, 2010

Chronicle of a Stress Test Foretold

Jennifer Kapila, Elisa Parisi-Capone and Arnab Das July 26, 2010

Tail Risk Wags the Dog: Rising Correlations, Part I

David Nowakowski, Natalia Gurushina, Arnab Das and Gina Sanchez July 14, 2010

All That Glitters Is Not Gold

Lee Hudson Teslik, Arnab Das and Rachel Ziemba July 11, 2010

RGE Analysts' EconoMonitor

RGE's Arnab Das on CNBC: Is the U.S. or Europe Winning the Recovery Race?

Arnab Das July 7, 2010

Cross Asset Monthly: A Midsummer Nightmare: Hostage to the Slings and Arrows of Outrageous Fortune

Arnab Das, Natalia Gurushina, Arun Motianey, David Nowakowski, Gina Sanchez and Jennifer Kapila June 30, 2010

RGE Analysts' EconoMonitor

Arnab Das on CNBC Squawk Box - Austerity vs. Growth, Financial Regulation

Arnab Das June 23, 2010

'Yuan Upmanship': Interpreting China's FX Regime Change

Rachel Ziemba, Natalia Gurushina and Arnab Das June 19, 2010

Conference Call Replay: The Implications of the EZ/EU Crisis for Asian Economies and Markets

With Arnab Das and Rachel Ziemba June 8, 2010

Cross Asset Monthly: EZ Does It! From Mayhem in May, Moderation (at Best) in June

Arnab Das, Natalia Gurushina, Jennifer Kapila, David Nowakowski, Arun Motianey and Gina Sanchez May 31, 2010

Financial Regulation: The Devil in the Details

Jennifer Kapila, Parul Walia and Arnab Das May 25, 2010

Conference Call Playback: The Eurozone/Greece Crisis

With Nouriel Roubini, Arnab Das and Elisa Parisi-Capone May 10, 2010

EZ Rescue Response: Serious at Last?

Elisa Parisi-Capone, Natalia Gurushina, Arnab Das and Nouriel Roubini May 9, 2010

FX: Build Short Positions on EUR Strength, Concern for Reserve Currency Status

Arnab Das and Natalia Gurushina May 2, 2010

Greek Endgame: Time for 'Plan B'

Nouriel Roubini, Arnab Das and Elisa Parisi-Capone April 28, 2010

Global Market Strategy Q2 2010: Overview

Arnab Das April 27, 2010

Greece/EZ Crisis: Slow Motion Train Wreck of Greek Bank Contagion Accelerates

Arnab Das, Jennifer Kapila and Elisa Parisi-Capone April 9, 2010

No Greece in America's Engine

Arpitha Bykere, Arnab Das, Christian Menegatti and Arun Motianey March 23, 2010

The Eurozone's 'Bay of PIIGS'

Arnab Das, Elisa Parisi-Capone, Natalia Gurushina, Katharina Jungen and Jennifer Kapila March 7, 2010

A Year of Living Divergently: RGE's 2010 Global Market Strategy Outlook

Arnab Das, Natalia Gurushina and Jennifer Kapila February 25, 2010

Will Europe's PIGS Learn to Fly?

Nouriel Roubini and Arnab Das February 10, 2010

Medicine for Europe's Sinking South

Nouriel Roubini and Arnab Das February 3, 2010

How to Avoid a Greek Tragedy in Europe

Nouriel Roubini and Arnab Das February 2, 2010

The Greece Dilemma: Sovereign Debts Imperiling the Euro and Challenging EU Ties

Arnab Das, Elisa Parisi-Capone and Natalia Gurushina January 18, 2010

Venezuela Devaluation: Alo Presidente!

Arnab Das, Bertrand Delgado and Natalia Gurushina January 10, 2010

Come to Mother: An RGE Strategy for the 2010 Carry Trade

Arnab Das, Natalia Gurushina, Jennifer Kapila, Elisa Parisi-Capone January 3, 2010

CoCos: No Antidote to Go-Go Boom-Bust Cycles

Jennifer Kapila and Arnab Das December 7, 2009

RGE Analysts' EconoMonitor

CNBC Interview with Arnab Das Discussing Dubai, Abu Dhabi, and India

Arnab Das November 30, 2009

Rerisking after Dubai: The End of 'Quasi-Sovereigns?'

Arnab Das and Rachel Ziemba November 29, 2009

Dubious Dubai: Castles in the Air, Heads in the Sand?

Arnab Das and Rachel Ziemba November 28, 2009

Magic Bullets: Reconciling Cyclical, Secular and Structural Scenarios and Challenges with Today’s Markets

Arnab Das and Salman Ahmed October 27, 2009