-
- Key Views
- Our Research
- Our Thoughts
- Region
- Topic
-
Log In
Log In to Your Account
You must be logged in to access premium content.
If you are a client, please login now.
If you are a new user, please click here to register.
If you have a Client Code, please enter it here to activate your client account.
Roubini Global Economics, LLC has revised its Terms of Use and Privacy Policy, effective October 1, 2009. A summary of the changes is here. If you do not agree to these changes, please cancel your account immediately. Failure to cancel your account within 30 days of the first time this notice is presented to you will mean that you agree to the changes.
Multimedia Center
Conference Call Replays and Podcasts
New Reforms, Same Old China?
April 15, 2013 Nouriel Roubini, Adam Wolfe and the RGE Macro Strategy team explore prospects for economic and political reform following the transition of power to a new generation of leaders, and discuss the medium-term growth outlook for China.Download MP3
Draghi and Merkel vs. Berlusconi and Grillo: Who’s Going to Blink?
April 9, 2013 Nouriel Roubini and the RGE Macro Strategy team discuss the likely response from its European partners.Download MP3
Politics Testing the Power of Central Banks
April 3, 2013 Nouriel Roubini and the RGE Macro Strategy team discuss tail risk reduction and its impact on global markets.Download MP3
Italian Elections Turn Messy—Steel Your Nerves and Hold On
Feb 27, 2013 Nouriel Roubini and the RGE Macro Strategy team discuss the road ahead after the Italian elections delivered a hung parliament, leaving an unwieldy Senate.Download MP3
U.S. Fiscal Outlook—Scenarios for Sequestration
Feb 25, 2013 Nouriel Roubini and the RGE Macro Strategy team discuss the near-certain sequestration beginning on March 1 and it's uncertain subsequent fate.Download MP3
Italian Elections—Non-Event or Risk Event?
February 20, 2013 RGE Chairman Nouriel Roubini and the RGE Macro Strategy team discuss the upcoming Italian elections.Download MP3
After Davos—Policy Takeaways
February 7, 2013 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.Download MP3
Kicking the Cliff Down the Road: The Outlook for the Debt Ceiling, Sequester and Other U.S. Fiscal Battles
January 8, 2013 Topics of discussion included implications of the fiscal deal for the drag on growth in 2013, the fiscal fights ahead and the likely effect on asset prices.Download MP3
Asia Podcast: Receding EZ Tail Risks Prompt an Upward Revision for 2013 Growth
December 20, 2012 External demand will recover only gradually over the course of the year, precluding a major GDP growth acceleration; furthermore, another sharp slowdown in Chinese growth is expected toward the end of 2013, dragging the rest of the region down as well.Download MP3
Eurozone Trip Report
December 20, 2012 Though eurozone tail risks have diminished, daunting hurdles to growth and integration remain.Download MP3
Western Europe Podcast: Tail Risks Subside--for Now
December 20, 2012 For Europe, 2013 will not be much better than 2012, with more austerity in the face of private-sector deleveraging pointing to the eurozone economy contracting by half a percent, the UK struggling and the periphery remaining under stress.Download MP3
LatAm Podcast: Structural Reform Debate Rages on
December 20, 2012 Lower growth and deteriorated external accounts will be prevalent, as domestic business cycles continue to normalize and external risks related to the U.S., eurozone and China loom large.Download MP3
The RGE 2013 Outlook: Slowing Global Growth Amid Tentative Regional and Asset-Class Differentiation
December 13, 2012 RGE Chairman Nouriel Roubini and the RGE Macro Strategy Team discuss the latest global outlook.Download MP3
China Passes the Baton to the Fifth Generation of Leaders—Now What?
November 8, 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 over the next decade.Download MP3
Emerging Europe Podcast: ECB Grants a Temporary Reprieve
October 18, 2012 The RGE Eastern Europe Analyst Team expect that a eurozone slump and a poor farming season will exacerbate weakness in domestic demand, pushing more export-oriented countries (Czech Republic, Hungary) back into recession and ensuring subpar growth rates in economies with a stronger domestic base (Turkey, Poland).Download Podcast
Turkey's Goose Will Soon Be Cooked—Market Implications of Structural Vulnerabilities
October 12, 2012 We discuss our high-conviction view that Turkey's below-potential economic prospects and structural vulnerabilities will leave the country exposed to external shocks—soon to be reflected in market pricing.Download MP3
Western Europe Podcast: Crisis Begins to Hit the Core
October 10, 2012 RGE looks at the spread of the eurozone crisis from the periphery to the core and to other EU countries, and discusses the impact of recent policy measures on growth prospects going forward.Download Podcast
Asia Podcast: Tomorrow Never Dies
October 4, 2012 The RGE Macro Strategy Team considers the divergences in regional growth trends in H1 2012, and how the most resilient economies will fend off weak external conditions heading into H2 and 2013 before Chinese growth slows sharply in the second half of next year, dragging the rest of Asia down with it.Download Podcast
LatAm Podcast: Time to Take the Gloves Off
September 25, 2012 RGE's Macro Strategy Team discuss the outlook for the Latin American region as it becomes more vulnerable to prospective risks from the U.S., EZ and China, with a normalization of domestic activity. The key challenge, however, is in the long run, where structural reforms are key in order to foster growth at a time where global growth will cease to offer precrisis levels of support.Download Podcast
ECB Pending Actions
Sep 6, 2012 RGE Chairman Nouriel Roubini discusses the pending actions of the ECB ahead of the imminent policy meeting.Download Event Audio
How Fast is The EZ Unraveling?
August 1, 2012 RGE Chairman Nouriel Roubini and the RGE Western Europe Analyst team discuss the evolving eurozone situation and key pressure points, presenting insight on the next policy moves and implications.Download Event Audio
On the Brink: The Next Policy Move for the EZ
July 19, 2012 Nouriel Roubini shares thoughts and observations on his trip to the eurozone, presenting insight on the next policy moves and implications.Download Event Audio
France—Au Revoir Euro?
July 11, 2012 The RGE Western Europe Team discuss our French scenario analysis, and the French banking and housing sectors.Download Event Audio
Western Europe Outlook: Moving Closer to the Edge
June 22, 2012 The RGE Western Europe Analyst Team discusses deteriorating growth indicators and political divides in the eurozone, as troubled periphery countries move the region closer to restructurings and exits.Download Podcast
What Do Fed QE3 and the U.S. Election Have in Store for GDP?
June 21, 2012 RGE Chairman Nouriel Roubini discusses U.S. growth amid EZ crisis and election-year political maneuvering.Download Event Audio
LatAm Outlook Podcast: Batten Down the Hatches
June 19, 2012 RGE's Macro Strategy Team discuss the outlook for the Latin American region in the context of heightened uncertainty regarding the global economy. Although fundamentals remain strong, balance sheets are healthy and policy space remains, Latin America will not be able to insulate itself from the perfect storm brewing in the global economy.Download Podcast
Asia Outlook: Live and Let Die
June 15, 2012 The RGE Macro Strategy Team surveys the growth outlook for Asia, where a eurozone recession is running headfirst into Chinese and Indian corrections after years of unsustainable growth. Within the region, relative safe havens will outperform those assets with a higher share of global factors.Download Podcast
Global Economic Outlook: If It Can’t Continue, It Won’t
June 14, 2012 RGE presents our current outlooks for global economies, stick to our guns, emphasizing the risk of a perfect storm for the global economy in 2013.Download Event Audio
Emerging Europe Outlook: EZ Spillovers Mount
June 13, 2012 RGE's Macro Strategy Team survey the the macro and financing risks in Emerging Europe, a region that stands out for its linkages with the eurozone that are reinforcing weak domestic demand. Regional assets remain highly correlated with risk sentiment.Download Podcast
There Is No Vaccine for the Spanish Flu
June 11, 2012 The RGE Macro Strategy Team apply our views on the eurozone crisis to each of the asset classes, provide updates to our model portfolio and review our active tactical trade ideas.Download Event Audio
What's Wrong With the Consensus on Global Macro and Markets
May 30, 2012 RGE Chairman Nouriel Roubini discusses global tail risks, likely policy responses and major asset-price implications.Download Event Audio
Middle East and North Africa: Egyptian and Iranian Spillovers
May 29, 2012 The RGE MENA Analyst Team surveys the impact of the Egyptian presidential elections and stalemated Iranian nuclear talks.Download Event Audio
Eurozone Policy Options and Likely Outcomes
May 16, 2012 A discussion on: How has austerity affected politics in the periphery? How has the EZ's power base shifted with Hollande's election? What options does the EZ have for developing and implementing a growth compact? What policy bullets does the ECB have left?Download Event Audio
Room for QE3—A Portfolio View
May 8, 2012 RGE Market Strategy Team applies our view on the likelihood of QE3 to each of the asset classes, provides updates to our model portfolio and reviews our active tactical trade ideas.Download Event Audio
The IMF and Spain—How to Keep the Elephant in the Room From Getting Shot?
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.Download Event Audio
Western Europe Outlook: ECB Buys Time, but Outlook Still Grim
April 11, 2012 The RGE Western Europe Analyst team presents a significant upgrade to our previous outlook, not because our overall story for the eurozone has changed, but rather because the ECB’s long-term refinancing operations have bought enough time to push the defaults and EZ exits that we expect beyond our two-year outlook period. The improved outlook for the EZ has also favorably impacted our forecasts for the UK and Nordics.Download Podcast Audio
China and Oil Worries—A Chilly Wind Blows In From the East
April 5, 2012 The RGE Market Strategy Team apply our outlook on slowing Chinese activity and changing investment dynamics to each of the asset classes, provide updates to our model portfolio, and review our active tactical trade ideas.Download Event Audio
Emerging Europe Outlook: A Modest Reprieve
April 2, 2012 The RGE Emerging Europe Analyst Team survey the improved outlook across Emerging Europe, which has benefited from stabilization in the eurozone and global economy, but still suffers from bank deleveraging and financing strains, and will experience below potential growth. With stronger global liquidity, the risks of policy complacency remain.Download Podcast Audio
Middle East and North Africa Outlook: Politics in the Driving Seat
March 29, 2012 The RGE MENA Analyst Team survey the paradoxical economic benefits from Iranian intransigence for oil exporters like Saudi Arabia and the financial strains faced by oil importers like Egypt, where economic and political uncertainty remains self-reinforcing.Download Podcast Audio
Asia Outlook: Quantum of Solace
March 29, 2012 The RGE Asia Analyst Team look at a revised-up outlook for Asia/Pacific, with more modest improvement for EMs within the region.Download Podcast Audio
LatAm Outlook—Renewed Domestic Focus
March 27, 2012 RGE’s LatAm economists discuss changes in our eurozone scenarios and U.S. outlook as they pertain to prospects across the region.Download Podcast Audio
Global Economic Outlook Conference Call: Better, But No Cigar
March 26, 2012 RGE Chairman Nouriel Roubini and the RGE Market Strategy and Economic Research teams preview the latest Global Economic Outlook, discussing policy responses to the eurozone (EZ) crisis, prospects for the EZ periphery, U.S. macroeconomic upside and the slowdown for China.Download Event Audio
South Africa, Its Links to China and Commodities Performance
March 22, 2012 Senior RGE Economists and investment strategists discuss the Chinese economic slowdown as it relates to South Africa’s economic and commodity outlook.Download Podcast Audio
EZ Political Risks—Policy and Economic Implications; Navigating Stormy Waters
March 13, 2012 The RGE Europe Analyst Team and members of the RGE Market Strategy Team review upcoming elections, treaty ratifications and policy debates impacting EZ policy and economic outcomes.Download Event Audio
Webcast: Risks Are More Balanced—Fundamentals vs. Sentiment
March 7, 2012 The RGE Market Strategy Team share the current market outlook across asset classes, provide updates to our model portfolio and review active tactical trade ideas.Download Event Audio
Kick the Can, Buy Some Time—But Can the EZ Go the Distance?
Feb 10, 2012 The RGE Market Strategy Team share the current market outlook across asset classes and updates to the model portfolio, and review active tactical trade ideas. Download Event AudioNouriel Roubini's Rundown from Davos
Jan 30, 2012 Nouriel offers policy and thematic insight from the 2012 World Economic Forum at Davos. Download Event AudioEZ State of Play—Another Summit, More Skepticism
Jan 27, 2012 Senior economist Megan Greene and members of the RGE Economic Research and Market Strategy Teams review expectations for the January 30 EU summit.Download Event Audio
Russian Macro and Markets in Global Context – Is Defensive Positioning Justified?
Jan 25, 2012 Directors Natalia Gurushina, Shelley Goldberg and Rachel Ziemba discuss Russia in light of RGE’s global macro and market outlook, with a special focus on the Russian economy and its effects on various asset classes.Download Podcast Audio