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Recent Articles by Nouriel Roubini

May 8, 2013, India Trip Report: Policy Failures Dent Potential Growth; Is a Mea Culpa Too Little Too Late?
Apr 26, 2013, IMF/WB Meeting Takeaways, Part 3: Softer U.S. Data, QE and Macropru
Apr 25, 2013, IMF/WB Meeting Takeaways, Part 2: Policy Stalemate Leaves Eurozone With Failed Plan A
Apr 24, 2013, IMF/WB Meeting Takeaways, Part 1: More Easy Money, More Problems
Apr 16, 2013, Turkey Trip Report: Short-Term Recovery Belies Lingering Obstacles
Apr 4, 2013, There Can Be Only One! Draghi and Merkel vs. Berlusconi and Grillo: Who’s Going to Blink?
Apr 2, 2013, China Trip Report: Heightened Reform Expectations
Apr 2, 2013, Japan Trip Report: Abenomics Takes Japan Into Uncharted Territory
Mar 27, 2013, France Trip Report: Will the Eurozone’s Second-Largest Economy Please Stand Up?
Mar 25, 2013, Germany Trip Report: Monetary Easing Likely, Change to German Approach? Not So Much
Mar 18, 2013, Bulgaria Trip Report: Political Tensions Underscore Long-Term Growth Challenges
Mar 13, 2013, Malaysia Trip Report: Political Uncertainty Rising, but Economy Still Strong
Mar 11, 2013, Why the Chorus of QE Skeptics Is Growing
Feb 28, 2013, Self-Inflicted Wounds: Sequestration Hits the U.S.
Feb 27, 2013, Slow Exit From QE and ZIRP Is Likely…Along With a Serious Credit Bubble and Asset Inflation
Feb 21, 2013, Cyprus: A Bail-in or a Bailout?
Feb 20, 2013, Conference Call Replay: Italian Elections—Non-Event or Risk Event?
Feb 19, 2013, Geopolitical Risks in the Global Economy: Insights From Davos and the Munich Security Conference
Feb 11, 2013, Long-Term Global Trends—Blessings and Pitfalls
Feb 5, 2013, The View From Davos: Too Bullish?
Jan 17, 2013, Tail Risks Have Receded for Now, but May Be Bad as Ever by Late 2013
Jan 9, 2013, Upcoming U.S. Fiscal Negotiations: Two Very Different Views of the Cliff
Jan 2, 2013, Kicking the Cliff Down the Road
Dec 14, 2012, Eurozone Trip Report, Part 2: Political and Policy Outlooks by Country
Dec 13, 2012, Eurozone Trip Report, Part 1: Even With Lower Tail Risks, Barriers to Growth and Union Remain Daunting
Nov 28, 2012, From Argentina to Greece: Crisis in the Global Architecture of Orderly Sovereign Debt Restructurings
Nov 14, 2012, From Risk-On to Risk-Off Again? Uncertainty and Tail Risks in the Global Economy
Oct 25, 2012, Are Tail Risks Abating or Amplifying? Optimists and Realists Face Off
Oct 23, 2012, The Great Divide in Tokyo: Monetary and Fiscal Policy Views at IMF Meetings
Oct 3, 2012, Will QE3 Jumpstart the U.S. Economy and Spark a Persistent Market Rally?
Sep 24, 2012, Europe Trip Report: The Train Wreck May Have Only Been Delayed
Sep 5, 2012, Clearing the Fog of Uncertainty: September 6 ECB Meeting and New Bond-Purchase Program
Aug 14, 2012, Europe Trip Report: EZ Fusion=EU-UK Fission
Aug 9, 2012, Europe Trip Report: Policy Makers’ Next Moves Could Make or Break the Union
Aug 1, 2012, Time for the ECB to Put Up or Shut Up
Jul 26, 2012, Why the Bull Case for Q4 and 2013 Resurgence Rings Hollow
Jul 19, 2012, Political Instability Remains Italy’s Curse
Jul 17, 2012, The Risk of the U.S. Hitting Stall-Speed—If Not Outright Recession
Jul 12, 2012, Political and Policy Imperatives in Italy and France: Risky Road Ahead
Jul 11, 2012, After the Summit: Takeaways From Policy Meetings in the Eurozone
Jun 26, 2012, Who Will Exit First? Grexit, Fixit, Quitaly, Going Dutch or a German D-Euro?
Jun 22, 2012, The Fed, Elections and Fiscal Drag: Implications for Growth and Markets
Jun 19, 2012, Options for Italy and Spain After the Greek Elections
Jun 13, 2012, It’s EZ: Hang Together or Hang Separately
Jun 13, 2012, Searching for Common Ground: Policy Meetings With ECB and EZ Leaders
Jun 9, 2012, Silent Run in EZ Cannot Be Ignored by Germany Any Longer
Jun 5, 2012, 2013 Could Batter Markets With a Perfect Storm
May 29, 2012, Will Russia Act Like a Mature Free-Market Democracy? Don’t Hold Your Breath
May 29, 2012, Takeaways From Policy Meetings in Kazakhstan
May 21, 2012, A Growth Compact—A 12-Point Plan to Jump-Start Eurozone Growth
May 14, 2012, Greece Should Default and Exit the Eurozone Through an Orderly Divorce Process
May 11, 2012, Iran and Oil Scenarios Update: Cooling for Now
May 8, 2012, Can the U.S. Consumer Remain the Spender of Last Resort in the Global Slowdown?
May 1, 2012, 12 Drivers of the Eurozone’s Slow-Motion Train Wreck
Apr 30, 2012, Conference Call Replay: The IMF and Spain—How to Keep the Elephant in the Room From Getting Shot?
Apr 24, 2012, All Washed Up in Washington: Key Takeaways From an Unscripted IMF Spring Meeting
Apr 18, 2012, Where Are the H2 Growth Drivers?
Apr 12, 2012, The Eurozone Needs More Than Austerity to Restore Growth
Apr 10, 2012, Outlook for the Fed—More Easing Ahead
Apr 3, 2012, A Balance-Sheet Recession Calls for Monetized Fiscal Deficits, Not Fiscal Austerity
Apr 2, 2012, How to Achieve an Amicable EZ Divorce
Mar 27, 2012, The Coming U.S. Fiscal Austerity Cliff
Mar 26, 2012, Global Economic Outlook Conference Call Replay: Better, But No Cigar
Mar 21, 2012, What’s on Nouriel’s Mind: Reforms on Hold in China
Mar 13, 2012, Let’s Get Back to the Economic Fundamentals
Mar 6, 2012, A Sweet Greek PSI Deal Transfers the Bulk of Future Losses to the Official Sector
Feb 28, 2012, Beware the Ides of March
Feb 21, 2012, Brazil Trip Report—A Reality Check to the Hype
Feb 14, 2012, Trip Report: Russian Spring or Structural Permafrost?
Feb 14, 2012, Why I’m Still Bearish
Feb 8, 2012, A Download From Davos’s Dystopia
Feb 7, 2012, Takeaways From Policy Meetings in Europe
Feb 1, 2012, Swimming in Liquidity but No Safe Shore in Sight
Jan 24, 2012, Get Ready for Recoupling 2.0 Between Emerging and Developed Economies
Jan 18, 2012, Can Monti Make Italy Grow?
Jan 18, 2012, Optimism Meets Realism: Takeaways From Meetings With Senior Indian Policy Makers
Jan 17, 2012, The Deteriorating Economic Outlook for the Eurozone
Jan 9, 2012, Don't Be Fooled by the U.S. Data
Dec 30, 2011, U.S. Wealth, Debt, Inequality and Implications
Dec 7, 2011, ECB to the Rescue—Before and After December 9
Dec 6, 2011, EZ Rescue: Show Me the Money! Can You?
Nov 28, 2011, Italy Should Restructure Its Public Debt Now
Nov 25, 2011, Macro Adjustment, the Geyser Way: Icelandic Lessons for the EZ Periphery
Nov 4, 2011, Exit From the EMU: The Logistics
Nov 1, 2011, Four Options to Address the Eurozone's Stock and Flow Imbalances: The Rising Risk of a Disorderly Break-Up
Oct 21, 2011, Last Shot on Goal: Will Eurozone Leaders Succeed in Ending the Crisis?
Oct 12, 2011, Global Economic Insecurity and Inequality Breeds Social and Political Instability
Sep 27, 2011, Conference Call Replay: The World Does Not End Every Day
Sep 21, 2011, Are Those Who Make History Condemned to Repeat It, Tipping Us Into Depression Again?
Sep 16, 2011, Greece Should Default and Abandon the Euro
Sep 13, 2011, A Radical Policy Response to the Rising Risks of a Depression and Financial Crisis
Aug 22, 2011, Chronicles of a Crash Foretold: Visualizing the Sequence of a Chinese Hard Landing
Aug 17, 2011, China’s Unsustainable Growth Model: The Rising Risk of a Hard Landing After 2013
Aug 12, 2011, Global Financial Crisis 2.0: How to Rescue Capitalism
Aug 8, 2011, Conference Call Replay: S&P's Downgrade of the U.S. Credit Rating
Aug 8, 2011, EZ Scenario Analysis Update: The Next Storm
Aug 5, 2011, The Rising Risk of Double-Dip Recession in Advanced Economies
Aug 1, 2011, Conference Call Replay: U.S. Debt Scenarios and Implications for Growth and Asset Classes
Jul 29, 2011, Guns and Butter and Low Taxes: On Deficits, Debts, Debt Ceilings and the U.S. Fiscal Mess
Jul 28, 2011, Japanese Debt: A Slow-Motion Train Wreck
Jul 22, 2011, Brady Plan 2.0: RGE Proposal for an Orderly but Coercive Greek Debt Exchange Approved by the Eurozone and Private Sector
Jul 21, 2011, Second Bailout Package for Greece and Stabilization of the EMU Framework—Options and Solutions
Jul 13, 2011, High Time for an Orderly and Market-Oriented but Coercive Restructuring of Greece's Debt
Jun 27, 2011, Outlook Conference Call Replay
Jun 21, 2011, Greece: Restructuring Options by the Numbers
Jun 20, 2011, Global Growth: Soft Patch or Stall Speed?
Jun 15, 2011, Sugarcoating a Bitter Pill: Can EU Policy Makers Agree on Greece?
Jun 13, 2011, Could the Eurozone Break Up? Possible Over a Five-Year Horizon
Jun 8, 2011, Central Bank Watch: The Shifting Tides of Global Monetary Policy
Jun 3, 2011, EZ Policy Makers Will Avoid Tough Decisions and Continue to Muddle Through for Now
Jun 3, 2011, From Reprofiling to Vienna Initiative 2.0: The Nonsense of Purely 'Voluntary' Bail-Ins of Greece's Sovereign Bank Creditors
May 24, 2011, Much Ado About Relatively Little: Contagion Risks From an Orderly Greek Debt Restructuring Are Modest, Contained and Manageable
May 16, 2011, DSK's Arrest: Implications for the IMF Succession and PIIGS' Bailouts
May 10, 2011, Why Inflation Is Not a Desirable or Likely Way to Reduce Unsustainable Debts
May 9, 2011, A How-To Manual for Plan B: Options for Restructuring Greek Public Debt
May 9, 2011, A Pragmatic Hawk Will Be the Next Bank of Italy Governor
May 5, 2011, Portugal: Policy Postcard From the Edge—Third Time Unlucky?
May 4, 2011, Honey, I Won't Shrink the Liquidity Yet! Beyond the End of QE2
Apr 25, 2011, Honey, I Shrunk the Gross National Debt!
Apr 21, 2011, CDS and Debt Restructuring: Does the Existence of Credit Derivatives Make Restructuring Harder?
Apr 19, 2011, Washout in Washington: Key IMF Meeting Takeaways
Apr 18, 2011, S&P Rating Action: Count on the United States to Do the Right Thing—After It Exhausts All Other Alternatives
Apr 11, 2011, China's Unbalanced, Uncoordinated and Unsustainable Growth Model
Apr 6, 2011, Greek Debt Restructuring Debate: Is the Official Sector Converging Toward 'Plan B'?
Mar 28, 2011, Ten Downside Risks to the U.S. Economic Recovery
Mar 24, 2011, Why the Japanese Tsunami Has Macro Effects on Japan and the Global Economy
Mar 23, 2011, Upside and Downside Risks to the Global Recovery
Mar 17, 2011, The 'Pact for the Euro': A Step Forward, but Questions Remain
Mar 8, 2011, ECB on a Hiking Trip
Mar 4, 2011, Hungary’s Fiscal Consolidation: The Importance of Being Earnest
Feb 23, 2011, Middle East Turmoil and Contagion: A Geoeconomic Tsunami for the Global Economy?
Feb 1, 2011, Political Upheaval on the Nile: Four Risk-Laden Outcomes
Feb 1, 2011, Egypt: Assessing the Ripple Effect
Jan 20, 2011, More Than One Way to Skin a Cat: A Review of UK Fiscal Plans
Dec 23, 2010, Eurozone at the Crossroads: Where to Go From Here?
Dec 6, 2010, Upgrading Our U.S. Growth Forecasts for 2011: A Preview of Our Forthcoming U.S. Economic Outlook
Dec 2, 2010, Front-Loaded Stimulus, Back-Loaded Austerity: The Optimal Fiscal Austerity Path and the Risks of Other Routes
Dec 1, 2010, The Zone of Austerity: Political Risk Stalking the Eurozone
Nov 25, 2010, Comparing Spain With Ireland and Other PIIGS: Better in Some Ways, More at Risk in Others
Nov 15, 2010, An Orderly Market-Based Approach to the Restructuring of Eurozone Sovereign Debts Obviates the Need for Statutory Approaches
Nov 11, 2010, Eurozone Periphery: Short-Term Sovereign Risk Amid Long-Term Restructuring Plans
Nov 4, 2010, How Should Emerging Markets Manage Capital Inflows and Currency Appreciation?
Oct 29, 2010, U.S. Economic Growth: Mediocre and Even Closer to Stall Speed
Oct 29, 2010, U.S. Fiscal Policy: A Train Wreck Down the Line?
Oct 15, 2010, The Road to Trade War Runs Through QE, Currency
Oct 4, 2010, Canada: Labor Market to Downshift
Sep 29, 2010, EZ Does It! Part I: Eurozone Endgame Scenarios
Sep 20, 2010, Conference Calls Replays: Q4 2010 Outlook Update
Sep 16, 2010, The U.S. Should Ignite Job Creation With a Temporary Cut in Payroll Tax
Aug 27, 2010, Approaching a Dangerous Stall Speed
Jun 28, 2010, Order from Chaos: A Restructuring Plan for Greece's Public Debt
Jun 22, 2010, Is Hungary Facing Rollover Risk?
Jun 16, 2010, Savers v. Spenders: Balancing the Global Recovery
Jun 10, 2010, Adjustment Dynamics in Spain: Will Belt-Tightening Cinch Off Growth?
May 10, 2010, EZ Rescue Response: Serious at Last?
Apr 29, 2010, Greek Endgame: Time for 'Plan B'
Apr 19, 2010, A Modern Greek Tragedy May Soon Turn Into a Broader PIIGS Disaster
Mar 24, 2010, The U.S.-China Currency and Trade Collision Course
Mar 12, 2010, Scandinavian Currencies: New Safe Havens?
Mar 4, 2010, U.S. Growth Outlook: Still Anemic and U-Shaped but Risks of a Double-Dip Recession Are Rising
Feb 23, 2010, Spain: The Way Forward
Feb 11, 2010, Will Europe's PIGS Learn to Fly?
Feb 4, 2010, Medicine for Europe's Sinking South
Feb 3, 2010, How to Avoid a Greek Tragedy in Europe
Jan 4, 2010, Carry Trade Hotspots: A Currency by Currency Forecast for 2010
Jan 4, 2010, Come to Mother: An RGE Strategy for the 2010 Carry Trade
Dec 11, 2009, The New Bubble in the Barbarous Relic that Is Gold
Nov 17, 2009, 10 Reasons Why We Will See a U-Shape Recovery
Nov 16, 2009, Deja Vu: Will the U.S. Undergo a Reprise of 1937?
Nov 4, 2009, Too-Big-To-Fail: Regulatory Reforms of Systemically Important Institutions
Nov 1, 2009, The 'Mother of All Carry Trades' Fuels the Mother of All Asset Bubbles and Its Eventual Unavoidable Bust
Oct 29, 2009, U.S. Real GDP Growth: Should We Really Get Excited?
Oct 8, 2009, This Time it's Different: Transmission Channels of the Global Financial Crisis to Emerging Markets
Oct 7, 2009, Latvia Economic Outlook, Q4 2009
Aug 25, 2009, On the Reappointment of Ben Bernanke
Aug 24, 2009, The Exit Strategy from the Monetary and Fiscal Easing: Damned if You Do, Damned if You Don't
Aug 4, 2009, UK Banking Sector Reforms: Merits and Uncertainties
Jul 24, 2009, Latvia Economic Outlook, Q3 2009
Jul 24, 2009, Bulgaria Economic Outlook, Q3 2009
Jul 16, 2009, Roubini Statement on the U.S. Economic Outlook
Jul 14, 2009, Mounting Job Losses Will Hurt Consumption, Housing, Banks’ Balance Sheets, Public Finances and Lead to Protectionist Pressures
Jul 3, 2009, The Road Ahead for the Global Economy
Jul 2, 2009, U.S. Job Report Suggests that Green Shoots are Mostly Yellow Weeds
Jun 26, 2009, The Chinese Proposal for a New Global Super Currency
Jun 16, 2009, BRICs in the Monitor
Jun 10, 2009, Latvia's Currency Crisis is a Rerun of Argentina's
Jun 8, 2009, Russia's Reserve Currency Idea
May 28, 2009, When the Public Debt Rubber Meets the Investors' Anxiety Asphalt
May 21, 2009, The Systemic Effects of Countrywide Going Bust…
May 19, 2009, Green Shoots or Yellow Weeds? A Trifecta of Risks to the Early Bottoming Out of the Recession and Short-Term Economic Recovery and to the Medium-Term Actual and Potential Growth Prospects of the Global Economy
May 18, 2009, Brazil and China: Moves Towards a New Economic Order?
May 10, 2009, Stress-Testing Islamic Finance
May 8, 2009, Ten Reasons Why the Stress Tests Are "Schmess" Tests and Why the Current Muddle-Through Approach to the Bank Crisis May Not Succeed
May 6, 2009, Latvia: Will It Start a Dangerous Domino Effect?
May 1, 2009, The Thinkers Who Predicted Early on Many Aspects of This Financial Crisis
Apr 13, 2009, Stress Testing the Stress Test Scenarios: Actual Macro Data are Already Worse than the More Adverse Scenario for 2009 in Stress Tests. So the Stress Tests Fail the Basic Criterion of Reality Check Even Before They are Concluded
Apr 10, 2009, According to Press Reports, the IMF May Allegedly be Increasing its Estimate of Global Bank Losses to $4 Trillion, a Figure Consistent With Estimates by a Variety of Independent Bank Analysts
Mar 25, 2009, It is Time for a Special Insolvency Regime for Systemically Important Financial Institutions (Non-Bank Financial Firms and Bank Holding Companies)
Mar 25, 2009, Geithner Presents a Viable Plan to Dispose of the Toxic Assets... That Does Not Rule Out That Insolvent Banks Should be Taken Over
Mar 17, 2009, Citi and Sovereign Funds: A Post-Mortem
Mar 14, 2009, Reflections on the Latest Dead Cat Bounce or Bear Market Sucker's Rally
Mar 11, 2009, Bernie Madoff is the Mirror of a Made-Off Ponzi Economy
Mar 9, 2009, How Low Can the Stock Markets Go? Much Lower
Mar 2, 2009, The Rising Risks of a Global L-Shaped Near Depression and Stag-Deflation
Feb 26, 2009, Obama's Homeowner Affordability and Stability Plan: A Band-Aid for the Foreclosure Crisis
Feb 19, 2009, The Worst Economic and Financial Crisis Since the Great Depression Reveals the Weaknesses of the Laissez Faire Anglo-Saxon Model of Capitalism
Feb 11, 2009, Treasury's Financial Stability Plan: Will it Work?
Feb 10, 2009, It Is Time to Nationalize Insolvent Banking Systems
Feb 9, 2009, Is the U.S. a Japan 2? The Return of Japan's "Free Falling" Stag-Deflation and the Risks of a U.S. L-Shaped Depression
Jan 31, 2009, The Specter of Technical Insolvency
Jan 23, 2009, Is the UK an Iceland 2? No, but There Are Serious Financing Risks Ahead. Also: BBC News TV and Radio Interviews.
Jan 22, 2009, The Chinese Devil Wears Prada: Why 0% Growth is the New Size 6.8%
Jan 14, 2009, The Latest Bear Market Sucker's Rally is Losing its Steam as an Onslaught of Awful Macro and Earnings News Takes its Toll
Dec 31, 2008, A Forecast of Write-Downs on 2009 U.S. Credit Card Debt
Dec 17, 2008, Helicopter Ben goes ZIRP, QE and More… While the Global Economy Enters Stag-Deflation
Dec 12, 2008, Will Aggressive Monetary and Fiscal Measures Prevent Stag-Deflation in 2009?
Dec 8, 2008, Ruble Trouble in Russia: The Inconsistent Trinity at Work and the Need for a 20-25% Currency Depreciation
Dec 8, 2008, The D-Word Pops Up Again in Japan: How Temporary?
Nov 26, 2008, Desperate Measures by Desperate Policy Makers in Desperate Times: the Fed Moves to Radically Unorthodox Policies as Economy Is in Free Fall and Stag-Deflation Deepens
Nov 21, 2008, The Deadly Dirty D-Words: “Deflation”, “Debt Deflation” and “Defaults.” And How Central Banks Will Have to Resort to "Crazy" Policies as We Have Reached Such Bermuda Triangle of a "Liquidity Trap"
Nov 19, 2008, The Latest Bear Market Sucker’s Rally Has Gone Bust as We Are Headed Towards Stag-Deflation
Nov 14, 2008, 20 Reasons Why the U.S. Consumer is Capitulating, thus Triggering the Worst U.S. Recession in Decades
Nov 11, 2008, The Dismal Outlook for the U.S., Global Economy and the Financial Markets
Nov 4, 2008, The Rising Risk of a Hard Landing in China: The Two Engines of Global Growth – U.S. and China – are Now Stalling
Oct 25, 2008, The Coming Global Stag-Deflation
Oct 21, 2008, How to Prevent a Financial Crisis in Hungary That Would Lead to Serious Financial Contagion in Emerging Europe
Oct 17, 2008, A Review of This Week of Macro and Financial Developments and My Latest Project Syndicate Column
Oct 16, 2008, Is the Worst Behind Us?
Oct 13, 2008, Governments Got Religion After Peering into the Systemic Meltdown Abyss: Aggressive and Comprehensive Policy Action is Now Likely but Significant Downside Risks to Markets Will Remain
Oct 9, 2008, The World is at Severe Risk of a Global Systemic Financial Meltdown and a Severe Global Depression
Oct 9, 2008, How Authorization to Recapitalize Banks via Public Capital Injections ("Partial Nationalization") Was Introduced - Indirectly Thorugh the Back Door - into the TARP Legislation
Oct 8, 2008, Revisiting my February Paper “The Risk of a Systemic Financial Meltdown: The 12 Steps to Financial Disaster”… and Some New Policy Recommendations to Avoid the Meltdown
Oct 8, 2008, Financial Crisis Going Global
Oct 6, 2008, The Fed Keeps on Wasting Time While the Mother of All Bank Runs is Underway
Oct 3, 2008, Financial and Corporate System is in Cardiac Arrest: The Risk of the Mother of All Bank Runs
Oct 1, 2008, Can a Market Meltdown be Prevented?
Sep 29, 2008, The U.S. and Global Financial Crisis is Becoming Much More Severe in Spite of the Treasury Rescue Plan. The Risk of a Total Systemic Meltdown is Now as High as Ever
Sep 28, 2008, Is Purchasing $700 billion of Toxic Assets the Best Way to Recapitalize the Financial System? No! It is Rather a Disgrace and Rip-Off Benefitting only the Shareholders and Unsecured Creditors of Banks
Sep 24, 2008, HOME (Home Owners’ Mortgage Enterprise): A 10 Step Plan to Resolve the Financial Crisis
Sep 24, 2008, The Demise of the Shadow Banking System
Sep 23, 2008, The Unraveling of the Shadow Banking System Moves to Hedge Funds as Schmalpha Replaces Alpha
Sep 19, 2008, We Need a New HOLC - More Than a New RTC or RFC - to Provide Massive Debt Relief to the Household Sector. We Need to Create the HOME (Home Owners' Mortgage Enterprise)
Sep 17, 2008, The Transformation of the USA into the USSRA (United Socialist State Republic of America) Continues at Full Speed with the Nationalization of AIG
Sep 17, 2008, The Worst Financial Crisis Since the Great Depression
Sep 17, 2008, If Lehman Collapses, Expect a Run on All of the Other Broker Deals and the Collapse of the Shadow Banking System
Sep 11, 2008, The WEF’s Financial Development Report and Index: Why is the U.S. Ranked #1 in Spite of its Serious Financial Instability and Crisis?
Sep 10, 2008, FannieMae and FreddieMac Seized: Bailout of the Mortgage Industry
Sep 9, 2008, Comrades Bush, Paulson and Bernanke Welcome You to the USSRA (United Socialist State Republic of America)
Sep 7, 2008, Fannie and Freddie's Bust and Deeply Flawed Government Bailout
Sep 3, 2008, The Coming U.S. Consumption Bust: 12 Reasons Why the U.S. Consumer is in Serious Trouble and Faltering
Sep 1, 2008, 2008 US and Global Economic Outlook and Implications for Financial Markets
Aug 28, 2008, Life Without Home Equity (Withdrawal) - Down to US$24 Billion in Q1 2008
Aug 25, 2008, South and Southeast Asia in the Midst of a Global Recession
Aug 20, 2008, The Worst Economic and Financial Crisis in Decades
Aug 13, 2008, The Decline of the American Empire
Aug 11, 2008, The Perfect Storm of a Global Recession
Aug 10, 2008, A Wobbly Coalition of the Unwilling
Aug 4, 2008, Where in the World is Wage Inflation?
Jul 31, 2008, If it Walks, Quacks and Ducks like a Recession Ducks, it is a RECESSION. Now: The Current W-Shaped Double Dip Recession May Have Started in Q4 of 2007 Rather than Q1 of 2008
Jul 29, 2008, Super-Senior Tranches of CDOs are Worth Much Less than 22 Cents on the Dollar: Another Ponzi Scheme of "Selling" Toxic Garbage with More Leverage
Jul 25, 2008, Who is Going to Rescue the Hundreds of Busted U.S. Banks? Don’t Count on Suckering Again the Foreign Governments (the Sovereign Wealth Funds). And the Biggest Fire Sale in the History of Humanity…
Jul 21, 2008, Who Is Going to Bailout the Banks?
Jul 20, 2008, The Coming Systemic Bust of the U.S. Banking System: “Dead Stocks Rallying”
Jul 17, 2008, American Un-Beauty: The Crisis of the Suburbian (McMansions and Gas-Guzzling SUVs) Way of Life
Jul 14, 2008, How to Solve the GSE Crisis: Overview of Long-Term Solutions
Jul 11, 2008, Insolvency of the Fannie and Freddie Predicted Here Two Years Ago. What Happens Next? Or How to Avoid the “Mother of All Bailouts”
Jul 6, 2008, Will the BW2 Regime Collapse like the Original Did?
Jul 3, 2008, Global Recession Watch: Recoupling Rather than Decoupling
Jun 30, 2008, A Deadly Cocktail Mix: The 1973 and 1979 "Stagflation" Meets the 1990 and 2001 "Asset/Credit Bust" with the Result Being an Ugly U.S. Recession and Sharp Global Slowdown
Jun 27, 2008, The Delusional Complacency That the "Worst is Behind Us" is Rapidly Melting Away... and the Risk of Another Run Against Systemically Important Broker Dealers
Jun 25, 2008, Global Recession Watch: A Dozen Significant Economies are at Risk of a Hard Landing
Jun 18, 2008, Rising Risk of Military Confrontation Between Israel and Iran?
Jun 10, 2008, Global Stagflation Ahead? The Interplay of Aggregate Demand and Aggregate Supply Shocks
Jun 8, 2008, Deepening Recession, Tumbling Equity Markets and Sky-High Oil Prices
Jun 8, 2008, The Complacency That the Worst Was Behind Us in Financial Markets is Rapidly Fading Away
Jun 2, 2008, Will Israel Attack Iran’s Nuclear Facilities Before the End of the Bush Administration? Joschka Fischer Argues Yes
May 19, 2008, How Will Financial Institutions Make Money Now That the Securitization Food Chain is Broken?
May 15, 2008, Broad Support Among Economists and Experts of the Goal of Providing Mortgage Debt Relief to Distressed Borrowers
May 13, 2008, Why the Frank-Dodd Proposal for Resolving the Mortgage Crisis Makes Sense and Why the Threatened Veto of This Legislation by the White House is Reckless
May 8, 2008, Effects of the U.S. Recession on Asian Growth
May 6, 2008, The Fed is Getting Desperate in Dealing with a Liquidity Crunch that Shows Little Signs of Relenting
Apr 29, 2008, The Coming Global Economic Slowdown and Rising Inflation: Is Stagflation-Lite in the Cards?
Apr 24, 2008, Recession Spreading from Housing to Starbucks’ Lattes, Eye Surgeries and Restaurant Meals
Mar 31, 2008, Ten Fundamental Issues in Reforming Financial Regulation and Supervision in a World of Financial Innovation and Globalization
Mar 18, 2008, Fed in Action: The Bear Stearns Aftermath
Mar 11, 2008, Meltdown, Anyone?
Feb 8, 2008, Can the Fed and Policy Makers Avoid a Systemic Financial Meltdown? Most Likely Not.
Feb 5, 2008, The Rising Risk of a Systemic Financial Meltdown: The Twelve Steps to Disaster
Sep 13, 2007, The Risk of a U.S. Hard Landing and Implications for the Global Economy and Financial Markets
Jul 20, 2007, Stable Inflation Versus Volatile Asset Prices: A Trade-Off?
Jun 1, 2007, Growth Differentials in the EMU: Facts and Considerations
May 31, 2007, Asia is Learning the Wrong Lessons From its 1997-1998 Financial Crisis: The Rising Risks of a New and Different Type of Financial Crisis in Asia
Apr 14, 2007, The Direct Link Between Housing and Consumption: Wealth Effect and Home Equity Withdrawal
Mar 15, 2007, The U.S. Housing Recession is Still Far from Bottoming Out
Jan 14, 2007, Why China Should Abandon Its Dollar Peg
Sep 7, 2006, Dr. Roubini's 2006 Speech to the IMF
Aug 31, 2006, Are Financial Statistics Good Enough to Capture Globalization?
Aug 26, 2006, Eight Market Spins About Housing by Perma-Bull Spin-Doctors... and the Reality of the Coming Ugliest Housing Bust Ever
Aug 23, 2006, The Biggest Slump in U.S. Housing in the Last 40 Years... or 53 Years?
Jun 6, 2006, Vulnerabilities in Central and Southern Europe
Jun 1, 2006, Global Imbalances and Risks of a U.S. and Global Slowdown in 2006
Jun 1, 2006, What is the Risk of a Currency and Financial Crisis in Hungary?
May 11, 2006, Pragmatism or Populism: Which Will be the New Latin America's Dominant Ism?
May 3, 2006, How Will an RMB Revaluation Affect Other Asian Currencies?
Apr 1, 2006, The Unsustainability of the U.S. Twin Deficits: Risks and Vulnerabilities in the Global Economy
Jan 8, 2006, Trends and Forecasts for the U.S. and Global Economy in 2006
May 1, 2005, The Sustainability of the U.S. External Imbalances (Revisited)
Feb 1, 2005, Will the Bretton Woods 2 Regime Unravel Soon? The Risk of a Hard Landing in 2005-2006
Nov 17, 2004, The U.S. as a Net Debtor: The Sustainability of the U.S. External Imbalances
Oct 8, 2004, BW2: Are We Back to a New Stable Bretton Woods Regime of Global Fixed Exchange Rates?
Sep 1, 2003, Improving the Sovereign Debt Restructuring Process: Problems, Solutions and Reform

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