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The Latest from Nouriel
- What’s on Nouriel’s Mind: A Growth Compact—A 12-Point Plan to Jump-Start Eurozone GrowthMay 21, 2012
- What’s on Nouriel’s Mind: Greece Should Default and Exit the Eurozone Through an Orderly Divorce ProcessMay 14, 2012
- What’s on Nouriel’s Mind: Can the U.S. Consumer Remain the Spender of Last Resort in the Global Slowdown?May 8, 2012
- What’s on Nouriel’s Mind: 12 Drivers of the Eurozone’s Slow-Motion Train WreckMay 1, 2012
- All Washed Up in Washington: Key Takeaways From an Unscripted IMF Spring MeetingApr 24, 2012
- What’s On Nouriel’s Mind: Where Are the H2 Growth Drivers?Apr 18, 2012
- What’s on Nouriel’s Mind: The Eurozone Needs More Than Austerity to Restore GrowthApr 12, 2012
- What’s on Nouriel’s Mind: Outlook for the Fed—More Easing AheadApr 10, 2012
- What’s on Nouriel’s Mind: A Balance-Sheet Recession Calls for Monetized Fiscal Deficits, Not Fiscal AusterityApr 3, 2012
- What’s on Nouriel’s Mind: The Coming U.S. Fiscal Austerity CliffMar 27, 2012
- What’s on Nouriel’s Mind: Reforms on Hold in ChinaMar 21, 2012
- What’s on Nouriel’s Mind: Let’s Get Back to the Economic FundamentalsMar 13, 2012
View Center
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Follow our updates on events affecting global markets.
CRITICAL ISSUES
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Economic Research
Brazil: Stuck in Traffic
Elevated nominal and real rates in Brazil are a consequence of structural factors that need to be fixed, rather than the root cause of current economic underperformance.
May 17, 2012
Economic Research
Iran and Oil Scenarios Update: Cooling for Now
The scheduled series of diplomatic meetings and new sanctions suggest that the risk of a meaningful supply shock has fallen from the already low level.
May 11, 2012
Crisis Watch
Greek Sovereign Debt
RGE has long been concerned about the rising risk of a Greek default/exit. Our Crisis Watch page offers commentary and leading views.
Cross Asset Monthly
Room for QE3—A Portfolio View
Overall, the market is anticipating continued strong U.S. data, which sets up room for disappointment. Our base case expectation is that QE3 is still a possibility, albeit with political constraints, on the back of looming downside risks.
May 7, 2012
Economic Research
Spain Scenarios: Bring on the Bailout
Spain would have to undergo enormous primary and current account adjustments to put itself on a path toward fiscal and external debt sustainability.
May 4, 2012
China Monthly
China’s Local Government Debt Crisis: A Solutions Manual
Public statements suggest that China’s top leaders are dividing up local government debts into differentiated tranches in preparation for a bailout.
May 2, 2012
Central Bank Watch
Disinflation Will Reign in 2012
Despite promising data, we expect DM central banks to continue to ease in H1 in an effort to capitalize on any momentum, as most EMs wait for clearer global cues.
Apr 24, 2012
Economic Research
How to Achieve an Amicable EZ Divorce
The recent actions of the ECB have stabilized the eurozone (EZ) and global financial systems.
Apr 2, 2012
Multimedia Center
New Videos and Podcasts Tell the Story Behind the Outlook
RGE economists and strategists explain the foundation for their Global Economic Outlook for 2012 and 2013 with region-specific podcasts and videos, as well as a conference call that clients can replay.
Economic Research
Economic Research
What’s on Nouriel’s Mind: A Growth Compact—A 12-Point Plan to Jump-Start Eurozone Growth
May 21, 2012
Market Strategy
Market Strategy
Equity Strategy Weekly: ‘Merhollande’ Renew Vows but Valuations Belie Fundamentals
May 16, 2012
Critical Issues
Follow specific regions and topics with RGE Tracker »
We track the issues affecting the global economy and present our clients with the best insight from RGE and other sources in a unique, easy-to-digest format.United States: Production and Investment
U.S. Manufacturing Surveys Point to Weaker Activity in Early May
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