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Conference Call Replays and Podcasts

Kick the Can, Buy Some Time—But Can the EZ Go the Distance?

By the RGE Market Strategy Team 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 Audio

Nouriel Roubini's Rundown from Davos

By Nouriel Roubini Jan 30, 2012 Nouriel offers policy and thematic insight from the 2012 World Economic Forum at Davos. Download Event Audio

EZ State of Play—Another Summit, More Skepticism

By Megan Greene and the RGE Economic Research and Market Strategy Teams 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.
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Russian Macro and Markets in Global Context – Is Defensive Positioning Justified?

By Rachel Ziemba, Shelley Goldberg and Natalia Gurushina 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.
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Crude Oil—Conflicting Macroeconomic and Geopolitical Forces

By Rachel Ziemba, Shelley Goldberg, Gary Clark and the RGE Market Strategy and Economic Research Teams January 18, 2012 On Wednesday, January 18, at 9 a.m. EST/2 p.m. GMT, join directors Rachel Ziemba and Shelley Goldberg, economist Gary Clark and members of the RGE Economic Research and Market Strategy Teams for a conference call to review crude oil and political risks in the Middle East. Download Event Audio

2012 Prospects and Risks: Pernicious or Manageable?

By the RGE Market Strategy Team January 12, 2012 The RGE Market Strategy team review the current asset information and discuss each of the active trades. Watch Webcast | Download Event Audio

Asia Outlook for 2012-13

By Adam Wolfe, Michal Manetta, Ayoti Mittra and Natalia Gurushina January 5, 2012 The RGE Asia Analyst team discuss the coming slowdown in Asia, which will not be as severe as 2008-09 for most of the region, with the important exception of China. Download Podcast Audio

LatAm Outlook for 2012-13

By Bianca Taylor, Juan Lorenzo Maldonado and Natalia Gurushina December 16, 2011 The RGE LatAm Team look at transmission of the global slowdown for Latin America through hits to external accounts and sentiment, and discuss trade recommendations. Download Podcast Audio

Emerging Europe Outlook for 2012-13

By Rachel Ziemba, Natalia Gurushina and the Eastern Europe team December 15, 2011 Directors Rachel Ziemba and Natalia Gurushina, along with the Eastern Europe team, discuss vulnerability to contagion from the eurozone. Download Podcast Audio

Western Europe Outlook for 2012-13

By Megan Greene, Elisa Parisi-Capone and the Western Europe team December 15, 2011 Senior Economists Megan Greene and Elisa Parisi-Capone and the Western Europe team break down their baseline for the future of the eurozone. Download Podcast Audio

MENA Outlook for 2012-13

By Rachel Ziemba and the MENA team December 14, 2011 Director Rachel Ziemba and the MENA team consider how the region will look a year after the Arab Spring. Download Podcast Audio

EZ Recession + Chinese Slowdown + U.S. Malaise + EM Pullback = Global Double Dip?

By the RGE Economic Research Team December 12, 2011 RGE Chairman Nouriel Roubini and the RGE Market Strategy and Economic Research teams preview RGE’s 2012 Global Economic Outlook Update. Download Event Audio

Finding Market Opportunities When Extreme Volatility Reigns

By the RGE Market Strategy Team December 8, 2011 The RGE Market Strategy team review current asset information and discuss each of the active trades. Download Event Audio

A Preview of the U.S. Outlook for 2012

By Nouriel Roubini and the RGE Economic Research and Market Strategy Teams December 2, 2011 RGE Chairman Nouriel Roubini and the RGE Economic Research and Market Strategy Teams on review RGE’s updated United States Outlook. Download Event Audio

Can the EZ Be Brought Back From the Brink?

By Nouriel Roubini and the RGE Market Strategy and Economic Research Teams November 17, 2011 RGE Chairman Nouriel Roubini and the RGE Market Strategy and Economic Research Teams review the current state of the eurozone and future prospects Download Event Audio

Italy Now at Risk of Debt Restructuring

By Nouriel Roubini and the RGE Economic Research and Market Strategy Teams November 10, 2011 Nouriel Roubini and the RGE Market Strategy and Economic Research teams review the urgent state of Italian debt and the asset class implications. Download Event Audio

EZ Recession in 2012 and Falling Global Growth Expectations

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 the asset class implications. Download Event Audio

Eurozone in Crisis: Summit Response–What Really Can We Expect?

By the RGE Economic Research Team Oct 27, 2011 The RGE European Economic Research team review the current state and outcome of the eurozone summit, providing an overview before opening the discussion up to Q&A. Download Event Audio

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, including next likely policy measures and their effectiveness; implications for the financial sector; and upside/downside risks and scenarios. Download Event Audio

Cross Asset Monthly

By the RGE Market Strategy Team Oct 11, 2011 The RGE Market Strategy Team review current asset information and discuss each of the active trades. Download Event Audio

Regional Outlook Updates

Oct 6, 2011 Following the release of the latest update to our Global Economic Outlook, RGE hosted a series of conference calls to discuss implications for specific regions.

The World Does Not End Every Day

By Nouriel Roubini and the RGE Market Strategy and Economic Research Teams Sep 27, 2011 RGE Chairman Nouriel Roubini and the RGE Market Strategy and Economic Research Teams introduce RGE’s Q4 2011 Global Economic Outlook Update.Download Event Audio

EZ Debt Crisis-United States of Europe or EZ Break-Up?

Nouriel Roubini, Arnab Das and the RGE Economic Research and Market Strategy Teams Aug 9, 2011 RGE Chairman Nouriel Roubini; Arnab Das, the managing director of market research and strategy; and the Market Strategy and Economic Research teams held a conference call to discuss the eurozone (EZ) debt crisis. Download Event Audio

S&P's Downgrade of the U.S. Credit Rating

Nouriel Roubini, Christian Menegatti and the RGE Economic Research and Market Strategy Teams Aug 08, 2011 RGE Chairman Nouriel Roubini, Head of Research Christian Menegatti and the Market Strategy and Economic Research teams hosted a conference call to discuss S&P's downgrade of the U.S. credit rating to AA+. Topics of discussion included likely market reactions and short- and long-term implications for fixed income. Download Event Audio

Introducing RGE's Asset Allocation Work

By Gina Sanchez Jul 19, 2011 A conference call to explain our market strategy and asset allocation work. Gina Sanchez, Director of Equity and Asset Allocation Strategy discusses how we perform our asset allocation and formulate our views on assets; and provides an overview of how the RGE model portfolio currently stands. Download Event Audio

Greek Debt Situation and Options

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, which include term extensions, restructuring and possible new short term lending. A Q&A period followed the call, where clients were able to ask the RGE team about various aspects and likelihood of each of the possibilities for Greece. Download Event Audio