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Conference Call Replays and Podcasts

Replay - The View From Latin America: Risk, Reform...Recovery?

By Rachel Ziemba, Joao Pedro Ribeiro, and the RGE Research Team Apr 8, 2014 Latin America’s economic outlook is characterized by external risks and divergent domestic drivers.
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Replay - Introducing Dr. Don Hanna

By Don Hanna and Adam Wolfe Apr 2, 2014 Please join Dr. Donald Hanna, Managing Director of Asia, for a discussion on our views on Asia and the impact of recent economic and financial developments.
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Replay - Ukraine: Black Swans on the Black Sea

By Rachel Ziemba, Evghenia Sleptsova and the RGE Research Team Mar 27, 2014 The Ukraine crisis continues to generate uncertainty, with Russia now backing plans to federalize the country.
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Conference Call Replay: Shaken, Not Stirred

By Christian Menegatti, David Nowakowski and the RGE Research Team Mar 5, 2014 The year has had a tough start and, even though some of our high-conviction calls have been facing serious headwinds, we are sticking to our guns.
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What Did You Think?: X-Raying the EZ’s Banks Conference Call

By The RGE Product Team Mar 3, 2014 Thank you for your interest in the X-Raying the EZ’s Banks conference call. What did you think?
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Conference Call Replay: X-Raying the EZ’s Banks

By Jennifer Kapila, Christian Odendahl and the RGE Research Team Feb 26, 2014 The eurozone’s biggest event of the year is upon us as the ECB probes the region’s banking sector for weakness.
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Conference Call Replay: Outlook for Asia-Based Clients

By Nouriel Roubini Feb 25, 2014 Tune in to hear RGE Chairman Nouriel Roubini discuss his outlook for China, Japan and the global economy in a conference call held for a number of Asia-based clients.
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Conference Call Replay - Housing Bubbles Redux: Where Are Indicators Flashing Red?

By David Nowakowski and the RGE Research Team Feb 12, 2014 Home prices look extremely elevated in Norway, France, Canada, the UK, Sweden and Australia, and some EMs are cause for concern, too. Is a major correction in store?
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Conference Call Replay: Is EM Equity a Value Trap or True Value?

By Rachel Ziemba and Ibrahim Gassambe Jan 30, 2014 In response to your feedback on our recent client survey, we are hosting a conference call on Emerging Markets, in the context of bearish sentiment.
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Conference Call Replay: Not Your Normal Normalization

By Nouriel Roubini, David Nowakowski, and the RGE Macro Strategy Team Dec 10, 2013 Please join RGE Chairman Nouriel Roubini and the RGE Research Team for an update on our global macro and market views and key themes for 2014-15.
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Conference Call Replay - Commodities Update: Re-Positioning as the Market Shifts Gears

By Gary Clark, Rachel Ziemba, and the RGE Macro Strategy Team Nov 19, 2013 Please join commodities strategist Gary Clark and director Rachel Ziemba for an update on our medium-term outlook for the commodities markets.
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Conference Call Replay - EZ Scenarios: The Flip Side of 'Whatever it Takes'

By Nouriel Roubini, Brunello Rosa, Christian Odendahl and the RGE Western Europe team Oct 24, 2013 Please join Nouriel Roubini and the RGE Western Europe team for an update on our political and economic scenarios for the eurozone (EZ), along with their market implications.
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Conference Call Replay - U.S. Outlook Update: Could Fiscal Fistfights in D.C. Dent the Economy's Prospects?

By Nouriel Roubini, Brunello Rosa, Prajakta Bhide, Ibrahim Gassambe and the RGE Macro Strategy Team Oct 9, 2013 RGE Chairman Nouriel Roubini, U.S. economist Prajakta Bhide, equity strategist Ibrahim Gassambe and the RGE Macro Strategy Team update our United States Outlook
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Conference Call Replay - Global Macro-Market Outlook: One Last Shot of Liquidity

By Nouriel Roubini and the RGE Macro Strategy Team Oct 1, 2013 Please join Nouriel Roubini and the RGE Macro Strategy Team for a quarterly conference call as we extend our Outlook to 2015 for markets and for the global economy.
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Conference Call Replay - Reassessing EM Prospects: Take Cover Behind the Strongest Balance Sheets

By Nouriel Roubini, Rachel Ziemba and the RGE Macro Strategy Team Sep 13, 2013 RGE Chairman Nouriel Roubini, Rachel Ziemba and the RGE Macro Strategy Team discuss the outlook for EM economies and asset classes.
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Conference Call Replay - Risks and Rewards of a Modest U.S. Recovery: Tapering on the Horizon

By Nouriel Roubini, Brunello Rosa, Prajakta Bhide and the RGE Macro Strategy Team Sep 4, 2013 Please join RGE Chairman Nouriel Roubini, Prajakta Bhide and the RGE Macro Strategy Team for a conference call to discuss RGE's updated U.S. Outlook.
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Conference Call Replay - Forward March: The Bank of England's Next Moves and UK Road Ahead

By Nouriel Roubini, Brunello Rosa and the RGE Macro Strategy Team Jul 30, 2013 Please join RGE Chairman Nouriel Roubini, Brunello Rosa, and the RGE Macro Strategy Team for a conference call.
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Conference Call Replay: The Big (Monetary) Experiment

By Nouriel Roubini and the RGE Macro Strategy Team Jun 25, 2013
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Conference Call Replay - Gold: Has the Bubble Burst?

By Nouriel Roubini, Gary Clark, and the RGE Macro Strategy Team May 15, 2013
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Client Discount for Global Risk Management Conference in NYC

By Paul Domjan May 9, 2013 Paul Domjan, managing director of Roubini Global Economics, will be speaking at the Global Risk Management Conference in New York, NY, on May 9-10.
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Conference Call Replay and Transcript - Japan's Reflation: Chances of Success, Risks of Failure

By Nouriel Roubini, Michael Manetta, and the RGE Macro Strategy Team May 2, 2013 Please join RGE Chairman Nouriel Roubini, Senior Economist Michael Manetta, and the RGE Macro Strategy Team as they share their insights on Japan.
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Conference Call Replay: New Reforms, Same Old China?

By Nouriel Roubini, Adam Wolfe and the RGE Macro Strategy Team Apr 15, 2013 Please join RGE Chairman Nouriel Roubini and the RGE Macro Strategy Team as they share their insights on China.
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Conference Call Replay - Draghi and Merkel vs. Berlusconi and Grillo: Who’s Going to Blink?

By Nouriel Roubini and the RGE Macro Strategy Team Apr 9, 2013 Please join RGE Chairman Nouriel Roubini and the RGE Macro Strategy Team as they share their insights on Italy.
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Conference Call Replay: Politics Testing the Power of Central Banks

By Nouriel Roubini and the RGE Macro Strategy Team Apr 3, 2013 RGE Chairman Nouriel Roubini and the RGE Macro Strategy Team discussed tail risk reduction and its impact on global markets.
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Conference Call Replay: Italian Elections Turn Messy—Steel Your Nerves and Hold On

By Nouriel Roubini and the RGE Macro Strategy Team Feb 27, 2013 RGE Chairman Nouriel Roubini and the RGE Macro Strategy team discuss the road ahead after the Italian elections delivered a hung parliament, leaving an unwieldy Senate.
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Conference Call Replay: U.S. Fiscal Outlook—Scenarios for Sequestration

By Nouriel Roubini and the RGE Macro Strategy Team Feb 25, 2013 Chairman Nouriel Roubini and the RGE Macro Strategy team discusses the near-certain sequestration beginning on March 1 and it's uncertain subsequent fate.
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Conference Call Replay: Italian Elections—Non-Event or Risk Event?

By Nouriel Roubini and the RGE Macro Strategy Team Feb 20, 2013
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Conference Call Replay: After Davos—Policy Takeaways

By Nouriel Roubini Feb 7, 2013 Join RGE Chairman Nouriel Roubini for a discussion on his recent policy meetings and conversations at the 2013 World Economic Forum in Davos and during his trip to Asia.
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Kicking the Cliff Down the Road: The Outlook for the Debt Ceiling, Sequester and Other U.S. Fiscal Battles

By Nouriel Roubini Jan 8, 2013 Join RGE Chairman Nouriel Roubini for a discussion on the fiscal cliff compromise.
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Eurozone Trip Report: Reduced Tail Risks; Recalcitrant Growth and Policy Obstacles

By Nouriel Roubini and the RGE Macro Strategy Team Dec 20, 2012 On Thursday, December 20, at 9 a.m. EST/2 p.m. GMT, join RGE Chairman Nouriel Roubini for a discussion on his recent trip to the eurozone.
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The RGE 2013 Outlook: Slowing Global Growth Amid Tentative Regional and Asset-Class Differentiation

By Nouriel Roubini and the RGE Macro Strategy Team Dec 13, 2012 Join RGE Chairman Nouriel Roubini and the RGE Macro Strategy Team as they discuss the latest global outlook.
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France and Italy Sovereign Risks vs. Returns: La Dolce Vita and Joie de Vivre

By the RGE Macro Strategy and Country Insights Teams Nov 29, 2012 Sovereign spreads and credit ratings far overstate France’s risk, while they fail to reflect Italy’s relative strength in an environment of eurozone distress or dissolution.
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China Passes the Baton to the Fifth Generation of Leaders—Now What?

By Adam Wolfe, Ibrahim Gassambe, Gary Clark and the RGE Macro Strategy Team Nov 2, 2012 The Chinese Communist Party will convene its 18th National Party Congress on November 8, ushering in a new generation of leaders to steer the world’s second-largest economy.
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U.S. Outlook, Fiscal Drag and Asset Class Implications

By Nouriel Roubini and the RGE Macro Strategy Team Oct 26, 2012 The team discusses whether the U.S. election outcome matters for the fiscal drag, and presents the outlook and asset class implications.
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Turkey's Goose Will Soon Be Cooked—Market Implications of Structural Vulnerabilities

By the RGE Macro Strategy and Country Insight Teams Oct 12, 2012 Turkey's below-potential economic prospects and structural vulnerabilities will leave the country exposed to external shocks.
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Buy Some Time, But Use it Well!

By the RGE Macro Strategy Team Sep 18, 2012 Join RGE Chairman Nouriel Roubini and the RGE Macro Strategy Team as they discuss the latest global outlook.
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ECB Pending Actions

By Nouriel Roubini and the RGE Western Europe Analyst Team Sep 6, 2012 RGE Chairman Nouriel Roubini discusses the pending actions of the ECB.
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From Outside Looking In, and Inside Looking Out, EZ Crisis Churns On

By Nouriel Roubini and the RGE Western Europe Analyst Team Aug 9, 2012 Nouriel Roubini and RGE analysts provide a snapshot of political and policy dynamics in the EZ, as national interests compete with supranational mandates.
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How Fast is The EZ Unraveling?

By Nouriel Roubini and the RGE Western Europe Analyst Team Aug 1, 2012 Nouriel Roubini and the RGE Western Europe Analyst team discuss the evolving situation in the eurozone, presenting insight on the next policy moves and implications
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On the Brink: The Next Policy Move for the EZ

By Nouriel Roubini Jul 19, 2012 Nouriel Roubini shares thoughts and observations on his trip to the eurozone, presenting insight on the next policy moves and implications.
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France—Au Revoir Euro?

By the RGE Europe Analyst Team Jul 11, 2012 The RGE Western Europe Team discuss our French scenario analysis.
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What Do Fed QE3 and the U.S. Election Have in Store for GDP?

By Nouriel Roubini and the RGE Macro Strategy Team Jun 21, 2012 Nouriel Roubini discusses U.S. growth amid EZ crisis and election-year political maneuvering.
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If It Can’t Continue, It Won’t

By Nouriel Roubini and the RGE Macro Strategy Team Jun 14, 2012 Join RGE Chairman Nouriel Roubini for a discussion on the global economy.
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There Is No Vaccine for the Spanish Flu

By the RGE Macro Strategy Team Jun 11, 2012 The RGE Macro Strategy Team apply our view on the eurozone crisis to each of the asset classes, provide updates to our model portfolio and review our active tactical trades.
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What's Wrong With the Consensus on Global Macro and Markets

By Nouriel Roubini, Prajakta Bhide, Megan Greene, Juan Lorenzo Maldonado, Adam Wolfe and Rachel Ziemba May 30, 2012 Join RGE Chairman Nouriel Roubini for a discussion on global tail risks, likely policy responses and major asset-price implications.
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Middle East and North Africa: Egyptian and Iranian Spillovers

By Rachel Ziemba and Maya Senussi May 29, 2012 The RGE MENA Analyst Team survey the the impact of the Egyptian presidential elections and stalemated Iranian nuclear talks.
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Eurozone Policy Options and Likely Outcomes

By Nouriel Roubini and the RGE Western Europe Team May 16, 2012 RGE Chairman Nouriel Roubini and the Western Europe Team discuss recent developments in key eurozone countries.
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Conference Call Replay: Room for QE3—A Portfolio View

By the RGE Market Strategy Team May 8, 2012 The RGE Market Strategy Team apply our view on the likelihood of QE3 to each of the asset classes and provide updates to our model portfolio.
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Conference Call Replay: The IMF and Spain—How to Keep the Elephant in the Room From Getting Shot?

By Nouriel Roubini and the RGE Western Europe Team Apr 30, 2012 RGE Chairman Nouriel Roubini and the RGE Western Europe team discuss key takeaways from the recent IMF meetings and RGE's scenario analysis on Spain.
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Conference Call Replay: EZ Political Risks—Policy and Economic Implications; Navigating Stormy Waters

By the RGE Economic Research and Market Strategy Teams Mar 13, 2012 We review upcoming elections, treaty ratifications and policy debates impacting EZ policy and economic outcomes.
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Conference Call Replay: Nouriel Roubini's Rundown from Davos

By Nouriel Roubini Jan 30, 2012 RGE Chairman Nouriel Roubini discusses his observations from Davos.
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Conference Call Replay: EZ State of Play—Another Summit, More Skepticism

By Megan Greene and the RGE Economic Research and Market Strategy Teams Jan 27, 2012 Megan Greene leads a discussion on expectations for the January 30 EU summit, including the state of Greek PSI and life after the EFSF downgrade.
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Conference Call Replay: Crude Oil—Conflicting Macroeconomic and Geopolitical Forces

By Rachel Ziemba, Shelley Goldberg, Gary Clark and the RGE Market Strategy and Economic Research Teams Jan 18, 2012 Members of the RGE Economic Research and Market Strategy Teams review crude oil and political risks in the Middle East.
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Conference Call Replay: EZ Recession + Chinese Slowdown + U.S. Malaise + EM Pullback = Global Double Dip?

By the RGE Economic Research Team Dec 12, 2011 RGE Chairman Nouriel Roubini and the RGE Market Strategy and Economic Research teams preview RGE’s 2012 Global Economic Outlook Update.
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Conference Call Replay: A Preview of the U.S. Outlook for 2012

By Nouriel Roubini and the RGE Economic Research and Market Strategy Teams Dec 2, 2011 RGE Chairman Nouriel Roubini and the RGE's Economists and Market Strategists review RGE’s updated United States Outlook.
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Conference Call Highlights: Can the EZ Be Brought Back From the Brink?

By Nouriel Roubini and the RGE Market Strategy and Economic Research Teams Nov 17, 2011 RGE Chairman Nouriel Roubini and the RGE Market Strategy and Economic Research Teams review the risk that EZ countries lose market access and likelihood that the ECB steps in
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Conference Call Replay: Italy Now at Risk of Debt Restructuring

By Nouriel Roubini and the RGE Economic Research and Market Strategy Teams Nov 10, 2011 Italy is too big to fail and too big to save: RGE reviews the urgent state of Italian debt and the asset class implications.
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Conference Call Replay: EZ Recession in 2012 and Falling Global Growth Expectations—What Are the Asset Class Implications?

By the RGE Economic Research and Market Strategy Teams Nov 8, 2011 The RGE Market Strategy and Economic Research Teams review the current state and future situation of the eurozone and asset class implications.
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Conference Call Replay: Eurozone in Crisis: Summit Response–What Really Can We Expect?

By the RGE Economic Research Team Oct 27, 2011 The RGE Economic Research Team review the current state and outcome of the eurozone summit and respond to questions.
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Conference Call Replay: Eurozone in Crisis—More Than a Plan to Plan Needed

By Nouriel Roubini and the RGE Market Strategy and Economic Research Teams Oct 21, 2011 RGE Chairman Nouriel Roubini and the RGE Market Strategy and Economic Research teams review the current state and future situation of the eurozone.
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Conference Call Replay and Transcript: Short- and Medium-Term Global Economic Growth Scenarios

By Nouriel Roubini, Jennifer Kapila, David Nowakowski, Gina Sanchez and the RGE Economic Research and Market Strategy Teams Aug 31, 2011 We see a baseline scenario to which we give a 60% probability of having a recession in advanced economies in 2012.
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Conference Call Replay: EZ Debt Crisis—United States of Europe or EZ Break-Up?

By Nouriel Roubini, Arnab Das and the RGE Economic Research and Market Strategy Teams Aug 9, 2011
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Conference Call Replay: S&P's Downgrade of the U.S. Credit Rating

By Nouriel Roubini, Christian Menegatti and the RGE Economic Research and Market Strategy Teams Aug 8, 2011
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Conference Call on S&P's U.S. Downgrade: Opening Remarks

By Nouriel Roubini and David Nowakowski Aug 8, 2011 Now risk aversion will increase even more significantly, and there will be even more front-loaded fiscal austerity.
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Conference Call Replay - Greek Debt Situation and Options

By Nouriel Roubini and Arnab Das May 18, 2011 Nouriel Roubini and Arnab Das hosted a discussion of the current Greek debt situation and the options officials are contemplating.
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Conference Call Replay: RGE's Q2 2011 Outlook Update

By Nouriel Roubini, Arnab Das and Christian Menegatti Mar 22, 2011
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Conference Call Replay: RGE's 2011 Global Economic Outlook

By With Nouriel Roubini, Arnab Das, Christian Menegatti and RGE Analysts Jan 7, 2011
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Conference Call Replay: RGE's 2011 Europe Regional Outlook

By With Elisa Parisi-Capone and Mary Stokes Dec 17, 2010
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Conference Call Replay: Eurozone Contagion—Beyond Ireland: Spain and Portugal

By With RGE's Europe Analyst Team and Market Strategy Team Nov 30, 2010
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Conference Call Replay: RGE’s Q4 2010 Outlook Update

By With Nouriel Roubini, Arnab Das and Christian Menegatti Sep 16, 2010
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RGE Q3 2010 Energy Conference Call Replay

By With Shelley Goldberg and Rachel Ziemba Aug 12, 2010
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Conference Call Playback: The Eurozone/Greece Crisis

By With Nouriel Roubini, Arnab Das and Elisa Parisi-Capone May 10, 2010
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Carry Trade Conference Call, Jan. 8, 2010

By the RGE Economic Research and Market Strategy Teams Jan 8, 2010
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Conference Call Replay: China's Economy and Global Markets

By the RGE Economic Research and Market Strategy Teams Dec 2, 2009
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