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Advanced Economies

Featured Content

Japan: Inflation

How Severe Is Deflation in Japan?

Hedge Fund and Private Equity Regulation

EU Hedge Fund and Private Equity Directive Stalls: Is It Protectionist?

Hedge Fund Regulation: U.S. Finalized Draft Legislation

Insider Trading Crackdown: Galleon Winds Down Hedge Funds

U.S. Corporate Bonds

Credit Markets: Outlook for 2010

Advanced Economies: Financial Sector Taxes

Responsibility Fee, Tobin Tax, or Bonus Tax? Bankers Support Systemic Risk Levy

RGE Analysis

Sovereign Debt: The Developed World’s Next Big Problem?

By Arpitha Bykere, Elisa Parisi-Capone, and Katharina Jungen 1/13/2010

Liquidity Traps

Time for a Paradigm Shift: Do We Need a Higher Inflation Target?

Briefings

Hedge Fund and Private Equity Regulation

EU Hedge Fund and Private Equity Directive Stalls: Is It Protectionist?

United States : Advanced Economies : North America : Finance and Banking : Financial Systems and Regulation : Hedge Funds and Private Equity

France: Price Dynamics (Inflation/Deflation)

French Inflation Jumps in February: Will It Keep Rising?

Eurozone : France : Europe : Macro View : Monetary Policy and Inflation

France: Domestic Politics

President Sarkozy's Drubbing in Regional Elections: A Sign of Change for 2012?

Eurozone : France : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

United Kingdom: Banking Sector

What Are the Risks to the UK’s Banking Sector?

United Kingdom : Europe : Finance and Banking : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Too-Big-To-Fail Banks

What Is the International Response to Obama's 'Volcker Rule'?

Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Banks and Risk Management : Financial Systems and Regulation

U.S.-China Relations

Sino-U.S. Relations: How Serious Are the Tensions?

China : North East Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Trade and Globalization

Russia: Consumption

Is Russian Consumption Coming Back?

Eurozone : France : Russia : Russia and CIS : Europe : Geostrategic and Long Term Issues : Macro View : External Balance : Growth Outlook and Business Cycle : Technological Change

Post-Crisis Regulatory Reforms in the U.S.

Chairman Christopher Dodd Unveils Draft Bill on Financial Regulation: Will the Fed Get More Powers?

United States : North America : Finance and Banking : Current Financial Crisis : Financial Systems and Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles

Biofuel

Greening Transport: Can Biofuels Challenge U.S. Oil Dependence?

Brazil : China : North East Asia : United States : Asia/Pacific : Latin America : North America : Geostrategic and Long Term Issues : Climate Change : Climate Change and Natural Resources

Alternative Transport Fuels

Greening Transport: Can Biofuels Challenge U.S. Oil Dependence?

United States : Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Climate Change : Climate Change and Natural Resources

United States: Economic Profile

Inventory Cycle Pushed U.S. Growth to an Unsustainable 5.9% in Q4 2009

United States : Advanced Economies : North America : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle : Technological Change

United States: External Sector

U.S. Trade Deficit Narrows on Lower Imports

United States : North America : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance : International Trade and Globalization

Australia: Monetary Policy

Reserve Bank of Australia Raises Rates: How Much Further Will It Go?

Australia : Pacific : Asia/Pacific : Macro View : Monetary Policy and Inflation

Japan: Monetary Policy

How and When Will Japan Exit from Monetary Easing?

Japan : North East Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation

Japan: Inflation

How Severe Is Deflation in Japan?

Japan : North East Asia : Advanced Economies : Asia/Pacific : Macro View : Inflation Targeting : Monetary Policy and Inflation

Australia: Labor Market

Will Australian Employment Resume Rising?

Australia : Pacific : Asia/Pacific : Macro View : Labor Markets and Productivity

United States: Fiscal Stimulus

Will the Second Fiscal Stimulus Boost Job Creation?

United States : North America : Macro View : Fiscal Policy

United States: Fiscal Policy

Will U.S. Sovereign Ratings Come Under Pressure?

United States : North America : Macro View : Fiscal Policy

United States: Monetary Policy Exit Strategy

How Will the Fed Exit Loose Monetary Policy?

United States : North America : Macro View : Current Financial Crisis : Domestic Politics and Political Risks : Growth Outlook and Business Cycle : Monetary Policy and Inflation : Systemic Risk, Vulnerabilities and Asset Bubbles

Sweden: Economic Profile

Swedish Economy Falls Back into Recession in Q4

Nordics : Sweden : Europe : Macro View : Growth Outlook and Business Cycle

Norway: Economic Profile

Norwegian Oil Investment in Decline

Nordics : Norway : Europe : Macro View : Growth Outlook and Business Cycle

Germany: Export Sector

Germany's Export-Led Growth Model: In Need of Rebalancing?

Eurozone : Germany : Europe : Macro View : Markets : International Trade and Globalization : Sectors and Industries

Portugal: Fiscal Policy and Public Finances

Portugal Unveils New Austerity Plan: Another Greek Tragedy?

Eurozone : Portugal : Europe : Macro View : Fiscal Policy

Iceland: Economic Profile

Icelandic Output Falls by Record 6.5% in 2009, Contraction to Continue in 2010

Iceland : Nordics : Europe : Macro View : Growth Outlook and Business Cycle

United States: Equities

U.S. Equities: Is the Rally Losing Steam?

United States : North America : Markets : Equities

Iceland's Geyser Crisis

Iceland Rejects Controversial Icesave Legislation in Referendum

Iceland : Nordics : Europe : Finance and Banking : Macro View : Current Financial Crisis

United States: Industrial and Corporate Sector

U.S. Industrial Production: Is the Expansion Slowing?

United States : North America : Macro View : Sectors and Industries

United States: Labor Market

How Far is the U.S. Economy from Showing Job Gains?

United States : North America : Macro View : Labor Markets and Productivity

Japan: Equities

Japan's Commodity Exchanges

Japan : North East Asia : Asia/Pacific : Markets : Equities

United States: Oil Production and Supply

Will the Obama Administration Reduce Oil and Gas Subsidies?

United States : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Energy Security and Supply Risks : Oil : Oil and Energy

China: Defense and Security Policy

Sino-U.S. Relations: How Serious Are the Tensions?

China : North East Asia : Pacific : South Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Repurchase Agreements

Fed's New Tools: Interest on Reserves, Reverse Repos and Term Deposits

United States : Advanced Economies : North America : Finance and Banking : Capital Market Intermediaries : Securitization and Structured Finance

New Zealand: Production

Are New Zealand's Manufacturing and Service Industries Sputtering Back to Life?

New Zealand : Pacific : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Canada: Real-Estate Sector

Do Vulnerabilities Loom as Canadian Housing Revives?

Canada : North America : Macro View : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential

United Kingdom: Credit Rating Profile

The UK 2009 Pre-Budget Report: 50% Windfall Tax on Bonuses, Higher Income Taxes

United Kingdom : Europe : Markets : Government Bonds

Japan: Fiscal Policy

How Can Japan Close Its Budget Gap?

Japan : North East Asia : Asia/Pacific : Macro View : Fiscal Policy

United States: Sectors

U.S. Service Sector: Will the Recovery Gather Pace?

United States : North America : Geostrategic and Long Term Issues : Macro View : Sectors and Industries : Technological Change

United States: Consumption

Will the Improvement in U.S. Retail Sales Continue?

United States : North America : Macro View

U.S. Power Sector

A U.S. Smart Grid: From Concept to Reality?

United States : North America : Geostrategic and Long Term Issues : Climate Change and Natural Resources : Energy Security and Supply Risks : Sectors and Industries

Turkey and EU Accession

Is Turkey Moving Away from the West?

Cyprus : Turkey : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

The Group of Eight (G8)

G7 Ministers Focus on Financial Reform, Not Currencies

Canada : France : Germany : Italy : Japan : North East Asia : Russia : Russia and CIS : United Kingdom : United States : Asia/Pacific : Europe : North America : Macro View

EU Enlargement Process

Iceland's EU Path: Commission Recommends Opening Membership Talks

Croatia : Iceland : Nordics : Serbia : South East Europe : Turkey : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Norway: Government Pension Fund

Norway's Government Pension Fund-Global: Record Annual Return in 2009

Nordics : Norway : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Fiscal Policy : FX Reserves and Sovereign Wealth

Denmark: Economic Profile

Denmark Economic Outlook: Modest Growth in Q4 on the Back of Net Exports and Private Consumption

Denmark : Nordics : Europe : Macro View : Growth Outlook and Business Cycle

Canada: Fiscal Policy

Canadian Budget Maintains Fiscal Stimulus but Plans for Consolidation

Canada : North America : Macro View : Fiscal Policy

Japan: Demographics

How Can Japan Stop Its Demographic Trainwreck?

Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Demographics, Retirement and Health Care

Economics of the Olympics and Other Major Sporting Events

The Economic Costs and Legacy of the Vancouver Olympics

Brazil : Canada : China : North East Asia : South Africa : Asia/Pacific : Latin America : Middle East and Africa : North America : Macro View

Credit Market Conditions in the Eurozone

Credit Crunch in the Eurozone Intensifies: Loans to Non-Financial Corporations Decrease Further

Eurozone : Europe : Finance and Banking

United Kingdom: The British Pound

GBP: What Are the Causes and Effects of Pound Depreciation?

United Kingdom : Europe : Markets : Currencies

Switzerland: Economic Profile

Swiss Government Raises 2010 Growth Forecast to 1.4%: Is a Swift Economic Rebound Realistic?

Switzerland : Europe : Macro View : Growth Outlook and Business Cycle

Australia: Economic Profile

Australia Eludes Recession in 2009

Australia : Pacific : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

United Kingdom: Bond Market

Is a Downgrade of UK Credit Ratings Likely?

United Kingdom : Europe : Finance and Banking : Macro View : Markets : Government Bonds

Greece: Fiscal Policy and Public Finances

Greece Expects €25 Billion Loan Facility to Lower Borrowing Costs

Eurozone : Greece : Europe : Finance and Banking : Macro View : Fiscal Policy

United Kingdom: Government Debt

The UK 2009 Pre-Budget Report: 50% Windfall Tax on Bonuses, Higher Income Taxes

United Kingdom : Europe : Finance and Banking : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle

United States: Price Dynamics (Inflation/Deflation)

U.S. Consumer Prices: Will Core Prices Ease Further?

United States : North America : Macro View : Inflation Targeting : Monetary Policy and Inflation

United States: Monetary Policy

When Will the Fed Hike Rates?

United States : Advanced Economies : North America : Finance and Banking : Macro View : Monetary Policy and Inflation

The Evolving OAS

Will the Obama Administration Improve U.S.-Latin American Relations?

Andean : Argentina : Bolivia : Brazil : Canada : Chile : Colombia : Ecuador : Mexico : Peru : Uruguay : Venezuela : Latin America : North America : Geostrategic and Long Term Issues : International Organizations

Canada: Energy Sector

Will Changes in Alberta's Royalty Regime Prompt Energy Investment?

Canada : North America : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Natural Gas : Oil : Oil and Energy

United Kingdom: Consumption

UK Banking Crisis: Can Public Finances Cope?

United Kingdom : Europe : Macro View : Current Financial Crisis

Finland: Economic Profile

Finland’s Growth Flat in Q4 2009, Strike Threatens Fragile Recovery in Q1 2010

Finland : Nordics : Europe : Macro View : Growth Outlook and Business Cycle

Public-Private Investment Program (PPIP) and TALF

US$1 Trillion TALF For New ABS and New/Legacy CMBS: US$100 Billion in Assets Sold

United States : North America : Finance and Banking : Asset Management and Portfolio Choice

Central and Eastern Europe: Economic Outlook

Recovery in Eastern Europe: When Will It Come? What Could Drive It?

Baltics : Bulgaria : Central Europe : Croatia : Czech Republic : Eurozone : Hungary : Latvia : Lithuania : Poland : Romania : Serbia : Slovakia : Slovenia : South East Europe : Europe : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles

United States: Central Bank Independence

The Treasury Announces the Revival of the SFP

United States : North America : Macro View : Central Bank Independence : Monetary Policy and Inflation

Australia: Real Estate Sector

Australian Housing Market: Affordability Crisis Gives Way to Surging Demand

Australia : Pacific : Asia/Pacific : Macro View : Real Estate Sector

France: Labor Market

French Unemployment Continues to Rise in January: What Is the Outlook for the Labor Market?

Eurozone : France : Europe : Macro View : Labor Markets and Productivity

United States: State Finances

Do Fiscal Deficits and Pension Liabilities Pose a Risk to the Fiscal Sustainability of U.S. States?

United States : North America : Macro View

United States: Entitlement Reform

Will Washington End the Stalemate Over Healthcare Reform Legislation?

United States : North America : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Fiscal Policy

United States: Residential Real Estate Sector

U.S. Housing Starts: No Room for a Robust Rebound Yet?

United States : North America : Macro View : Real Estate and Mortgage Finance : Real Estate Sector : Residential

Euro Adoption Path for EU Newcomers

Will Greek Woes Delay EU Newcomers' Euro Adoption Timetable?

Europe : Macro View : Baltics : Bulgaria : Central Europe : Czech Republic : Estonia : Eurozone : Hungary : Latvia : Lithuania : Poland : Romania : South East Europe

Sweden: The Krona

Swedish Krona Outlook: Analysts See Gradual SEK Strengthening over 2010

Nordics : Sweden : Europe : Markets : Currencies

United Kingdom: Fiscal Policy

UK Fiscal Policy: What Should Be the Future Course of Action?

United Kingdom : Europe : Macro View : Fiscal Policy : Growth Outlook and Business Cycle

Nordics: Banking Sector

Danish Banks: More Resilient Now, but Expiring Government Support a Potential Risk

Denmark : Finland : Iceland : Nordics : Norway : Sweden : Europe : Finance and Banking : Banks and Risk Management

Pension Funds: Asset Allocation

How Well-Funded Are Global Corporate Pension Plans?

Geostrategic and Long Term Issues : Asset Management and Portfolio Choice : Demographics, Retirement and Health Care : Canada : United States : North America : Finance and Banking

Germany: Labor Market

German Unemployment Continues Upward Trend in February: What Is the Labor Market Outlook?

Eurozone : Germany : Europe : Macro View : Labor Markets and Productivity

Germany: Economic Profile

Germany: ZEW Economic Sentiment Indicator Declines for Sixth Straight Month in March 2010

Eurozone : Germany : Europe : Macro View : Growth Outlook and Business Cycle

United Kingdom: Monetary Policy

UK Inflation Exceeds Target and Expectations in January: How Sticky?

United Kingdom : Europe : Macro View : Monetary Policy and Inflation

Greece: Banking Sector

Greek Banks: Could Downgrade to BBB Lead to a Downward Spiral?

Eurozone : Greece : Europe : Finance and Banking : Banks and Risk Management

UK: Real Estate Market

UK Housing Prices: Is the Recent Run Coming to an End?

United Kingdom : Europe : Geostrategic and Long Term Issues : Macro View : Real Estate Sector

Norway: The Krone

Will the Norwegian Krone Keep Strengthening in 2010?

Nordics : Norway : Europe : Markets : Currencies

Eastern European Energy Security

Europe's Nord Stream Pipeline Project Secures Bank Funding

Bulgaria : Central Asia : Central Europe : Eurozone : Finland : Russia : Russia and CIS : Serbia : South East Europe : Ukraine : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Natural Gas : Oil and Energy

UK: Economic Profile

UK Edges Out of Recession in Q4 2009

United Kingdom : Europe : Macro View : Growth Outlook and Business Cycle

The G20's Role in Economic Policymaking

Canada's G8/G20 Agenda

Argentina : Australia : Brazil : Canada : China : France : Germany : Gulf Cooperation Council : India : Indonesia : Italy : Japan : Mexico : North East Asia : Pacific : Russia : Russia and CIS : Saudi Arabia : South Africa : South Asia : South East Asia : South Korea : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Macro View : IMF and International Economic Institutions : International Organizations

Ireland: Banking Sector

Ireland's Bad Bank NAMA Delayed Again Upon EU Commission Approval: Will It Come Off the Ground?

Ireland : Europe : Finance and Banking : Banks and Risk Management

Nordics: Housing Markets

Sweden and Norway: In Danger of Housing Bubbles?

Denmark : Finland : Nordics : Norway : Sweden : Europe : Markets : Real Estate Sector : Sectors and Industries

Nordics: Labor Market

Celebrated Danish Labor Market Model in Crisis?

Denmark : Iceland : Nordics : Norway : Sweden : Europe : Macro View : Labor Markets and Productivity

United Kingdom: Foreign Policy

Likelihood of Oil in the Falkland Islands

United Kingdom : Europe : Geostrategic and Long Term Issues : Macro View : International Organizations

Canada: Monetary Policy

Bank of Canada Still at Its Lower Bound, But Slightly Hawkish

Canada : North America : Macro View : Inflation Targeting : Monetary Policy and Inflation

The Falklands/Malvinas Dispute

Likelihood of Oil in the Falkland Islands

Argentina : United Kingdom : Europe : Latin America : Geostrategic and Long Term Issues : Markets : Foreign Policy and Geostrategic Risks : Oil and Energy

French Foreign Policy

Coup in Niger: Uranium Market Implications?

France : Europe : Middle East and Africa : Geostrategic and Long Term Issues : Foreign Aid : Foreign Policy and Geostrategic Risks : International Organizations : Terrorism, Civil Strife and Security

Credit Default Swaps (CDS)

Sovereign Debt and Derivatives: Is a Ban on Naked CDS Justified?

United States : North America : Finance and Banking : Markets : Derivatives : Securitization and Structured Finance

Canada: Exports

Canada's Trade Surplus Widens on Higher Commodity Prices

Canada : North America : Macro View : Current Account : External Balance : International Trade and Globalization

Japan: Economic Profile

Japan's Recovery Stalls: GDP Growth of 1.1% q/q in Q4

Growth Outlook and Business Cycle : Technological Change : Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Macro View

Eurozone: Economic Profile

EU Commission Keeps Interim Forecast at 0.7% for the Eurozone

Macro View : Growth Outlook and Business Cycle : Eurozone : Europe

The U.S. and the 'Wars of 9/11'

U.S. Intelligence Agencies Again under Scrutiny

Iraq : Other South Asia : South Asia : United States : Asia/Pacific : Middle East and Africa : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Terrorism, Civil Strife and Security

Japan's Lost Decade

U.S. Today Versus Japan's Lost Decade

Japan : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Government Sponsored Enterprises

Overview of Long-Term Solutions for Fannie and Freddie: Plan To Be Unveiled in 2011

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

New Zealand: Monetary Policy

How Much Will the Reserve Bank of New Zealand Tighten in 2010?

New Zealand : Pacific : [Category] : Macro View : Inflation Targeting : Monetary Policy and Inflation

Foreign Purchases of U.S. Assets

Will China Keep Buying U.S. Assets?

United States : North America : Macro View : Current Account : External Balance : FX Reserves and Sovereign Wealth

Systemic Effects of Exit Strategies

Fed's New Tools: Interest on Reserves, Reverse Repos and Term Deposits

Eurozone : Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Ireland: Labor Market

Ireland: When Will the Labor Market Turn Around?

Eurozone : Ireland : Europe : Macro View : Labor Markets and Productivity

Nordics: Monetary Policy

Central Bank of Sweden Keeps Repo Rate at 0.25%, but Indicates Earlier Rate Hikes than Previously Planned

Denmark : Nordics : Norway : Sweden : Europe : Macro View : Monetary Policy and Inflation

Shaky Currency Pegs in the Baltic States

Swedish Banks: More Resilient Now, But Risks Remain

Baltics : Estonia : Latvia : Lithuania : Sweden : Europe : Macro View : Markets : Currencies

Spain: Economic Profile

Spain's GDP Continues to Fall in Q4: When Will the Economy Exit Recession?

Eurozone : Spain : Europe : Macro View : Growth Outlook and Business Cycle

Spain: Labor Market

Unemployment in Spain Continues to Rise in February: Is This the Peak?

Eurozone : Spain : Europe : Macro View : Labor Markets and Productivity

The European Banking Sector

Are Europe's Banks in Worse Shape Than U.S. Banks?

Eurozone : Europe : Finance and Banking : Financial Systems and Regulation

Canada: Consumption

Canadian Labor Market: Steady Recovery Ahead?

Canada : Advanced Economies : North America : Macro View : Growth Outlook and Business Cycle : Labor Markets and Productivity

Sovereign Risk in the Eurozone

Overview of Solutions: Wolfgang Schaeuble Proposes EMU Exit as Last Resort

Eurozone : Greece : Ireland : Italy : Spain : Europe : Markets : Government Bonds

United States: U.S. Dollar Long-Term

Central Banks Reserves Diversification: Shifting Away from the Dollar?

United States : North America : Markets : Currencies

Canada: The Canadian Dollar

Canadian Dollar: Is the Loonie Heading Back Toward Parity?

Canada : North America : Macro View : Markets : Currencies : Monetary Policy and Inflation

Eurozone: The Euro

Euro Falling, No Longer an Impediment to a Eurozone Recovery?

Eurozone : Europe : North America : Markets : Currencies

Nordics: Industrial Sector

Brighter Outlook for Swedish Auto Sector

Denmark : Iceland : Nordics : Norway : Sweden : Europe : Macro View : Sectors and Industries

Leveraged Loans and Collateralized Loan Obligations (CLO)

Leveraged Loans and CLOs: Markets Stage a Comeback

United States : Advanced Economies : North America : Finance and Banking : Corporate Bonds and Leveraged Loans

U.S. Defense Policy and Spending

Military Spending and the U.S. Budget

Iraq : North East Asia : United States : Asia/Pacific : Middle East and Africa : North America : Geostrategic and Long Term Issues : Foreign Aid : Foreign Policy and Geostrategic Risks : Terrorism, Civil Strife and Security

France: Fiscal Policy

How Realistic is France's Fiscal Consolidation Plan?

Eurozone : France : Europe : Macro View : Fiscal Policy

Eurozone Cohesion

What Are the Chances of an EMU Break-Up?

Eurozone : Europe : Geostrategic and Long Term Issues : Macro View

Russia and the U.S.

U.S.-Russia Ties: Nuclear Disarmament Treaty in Sight?

Baltics : Central Asia : Central Europe : Estonia : Kazakhstan : Latvia : Lithuania : Poland : Russia : Russia and CIS : Ukraine : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

United States: Domestic Politics

State of the Union: Rebranding the Domestic Agenda

United States : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

High-Yield Bonds and Distressed Debt

The Empty Creditor Phenomenon: Does It Also Work In Reverse?

United States : North America : Finance and Banking : Corporate Bonds and Leveraged Loans

Australia: Trade

Will Australia's Education Export Industry Recover from Threats of Violence?

Australia : Pacific : Asia/Pacific : Macro View : International Trade and Globalization

United States: Government Bond Pricing

Widest Spread between 2-year and 10-year U.S. Treasurys since 1981

United States : North America : Markets : Government Bonds

Hedge Fund Performance

What's Driving Hedge Fund Performance?

United States : North America : Finance and Banking : Hedge Funds and Private Equity

EU Climate Change Policy

What’s Brewing in EU Climate Policy After Copenhagen?

Eurozone : Europe : Geostrategic and Long Term Issues : Climate Change : Climate Change and Natural Resources

Italy: Fiscal Position

Italy's Public Finances: Another Greek Tragedy?

Eurozone : Italy : Europe : Macro View : Fiscal Policy : Growth Outlook and Business Cycle

Spain: Fiscal Policy

Spain Announces Fiscal Austerity Package

Eurozone : Spain : Europe : Macro View : Fiscal Policy

Italy: Labor Market

Italian Unemployment Rises in January: When Will the Labor Market Turn Around?

Eurozone : Italy : Europe : Macro View : Markets : Labor Markets and Productivity

Ireland: Inflation

Ireland: What Is the Inflation Outlook for 2010?

Eurozone : Ireland : Europe : Macro View : Monetary Policy and Inflation

Global Fiscal Stimulus Measures

What's in Japan's Fiscal Stimulus Packages?

North East Asia : Pacific : South East Asia : South Korea : Taiwan : United Kingdom : Advanced Economies : Asia/Pacific : Europe : North America : Macro View : Current Account : Current Financial Crisis : External Balance : Fiscal Policy : IMF and International Economic Institutions : International Financial Institutions

Canada: Domestic Politics

Canadian Parliament Suspended Till March

Canada : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Japan: Labor Market

Are Japanese Wages and Employment Contracting?

Japan : Asia/Pacific : Macro View : Labor Markets and Productivity

U.S. Climate Change Policy

EPA Rulings on CO2: Is Regulation the Right Answer?

United States : North America : Geostrategic and Long Term Issues : Climate Change : Climate Change and Natural Resources

Japan: Banking Sector

Should Japanese Banks Bail Out Ailing Companies?

Japan : North East Asia : Asia/Pacific : Finance and Banking : Banks and Risk Management

New Zealand: Domestic Demand

Are New Zealand Consumers Returning to Their Spendthrift Lifestyle?

New Zealand : Pacific : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

The U.S. Intelligence Community

U.S. Intelligence Agencies Again under Scrutiny

United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

Turkey and the U.S.

Is Turkey Moving Away from the West?

Turkey : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Advanced Economies: Financial Sector Taxes

Responsibility Fee, Tobin Tax, or Bonus Tax? Bankers Support Systemic Risk Levy

Eurozone : Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles

United States: Commercial Real Estate Loans and Mortgage-Backed Securities (CMBS)

Commercial Real Estate Loss Estimates

United States : Advanced Economies : North America : Finance and Banking : Commercial : Real Estate and Mortgage Finance : Real Estate Sector

EU Stress Tests

How Healthy Are Spanish Banks?

Eurozone : Spain : Europe : Finance and Banking : Macro View : Banks and Risk Management : Systemic Risk, Vulnerabilities and Asset Bubbles

U.S. Banking Sector Performance

U.S. Banks: Q4 Banking Profile

United States : North America : Finance and Banking

Central and Eastern European Demographics

Central and Eastern European Demographics: Impact Of Greying And Emigration

Baltics : Bulgaria : Central Europe : Czech Republic : Estonia : Hungary : Latvia : Lithuania : Poland : Romania : Slovakia : Slovenia : South East Europe : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Labor Markets and Productivity

New Zealand: Economic Profile

Did New Zealand Exit Recession?

New Zealand : Pacific : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Greece: Economic Profile

Greek GDP Contraction Accelerates in Q4 2009: 0.8% Q/Q

Eurozone : Greece : Europe : Macro View : Growth Outlook and Business Cycle

New Zealand: External Accounts

Is New Zealand's Current Account Deficit Bottoming Out?

New Zealand : Pacific : Asia/Pacific : Macro View : Current Account

Reform of the European Union

Spain Takes Over EU Presidency on January 1: Policy Challenges

Central Europe : Czech Republic : Eurozone : Poland : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks : International Organizations

The Troubled Asset Relief Program (TARP)

Large Banks Repay TARP Capital: What Has TARP Achieved?

United States : North America : Finance and Banking : Macro View : Banks and Risk Management : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Russia and the EU

U.S.-Russia Ties: Nuclear Disarmament Treaty in Sight?

Austria : Baltics : Central Europe : Estonia : Germany : Italy : Latvia : Lithuania : Russia : Russia and CIS : Slovenia : Ukraine : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks

The Netherlands: Economic Profile

Dutch Growth Slows to 0.3% Q/Q in Q4 2009

Benelux : Eurozone : Europe : Macro View : Growth Outlook and Business Cycle

Belgium: Economic Profile

Belgium Business Confidence Reaches 15-Month High in December - Is This the Peak?

Benelux : Eurozone : Europe : Macro View : Growth Outlook and Business Cycle

New Zealand: The New Zealand Dollar

Is New Zealand's Current Account Deficit Bottoming Out?

New Zealand : Advanced Economies : Markets : Currencies

New Zealand: Financial Sector

Is New Zealand Fortifying Its Buffers Against Liquidity Shocks?

New Zealand : Pacific : Asia/Pacific : Finance and Banking

U.S. Corporate Bonds

Credit Markets: Outlook for 2010

United States : North America : Finance and Banking : Corporate Bonds and Leveraged Loans

Germany: Household Consumption

German Retail Sales Continue to Disappoint in January: Is a Consumer Recesssion in the Cards for 2010?

Eurozone : Germany : Europe : Macro View

Global Monetary System

Is It Time for a New Global Reserve Currency?

United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Monetary Policy and Inflation : Reserve Diversification

Ireland: Economic Profile

Has the Irish Economy Left the Worst Behind?

Eurozone : Ireland : Europe : Macro View : Growth Outlook and Business Cycle

Dark Liquidity Pools

High-Frequency Trading: Frontrunning or Just a Faster Car?

United States : Advanced Economies : Europe : North America : Finance and Banking : Markets : Equities : Hedge Funds and Private Equity

Sino-Japanese Relations

Will China Save Japan or Seize Economic Leadership of Asia?

China : Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

United States: Financial Sector Compensation

Will Large Financial Sector Compensation and Bonuses Continue in the U.S. Despite Political Backlash?

United States : Finance and Banking : Macro View : Domestic Politics and Political Risks : Labor Markets and Productivity

Austria: Banking Sector

Exposed to Eastern European Woes: Austria Nationalizes HGAA Bank

Austria : Eurozone : Europe : Finance and Banking

North Korea: Nuclear Program

Will North Korea Return to the Six-Party Talks?

China : Japan : South Korea : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

Hedge Funds and Private Equity as Leveraged Investors

The Empty Creditor Phenomenon: Does It Also Work In Reverse?

United States : North America : Finance and Banking : Hedge Funds and Private Equity

Global Health: Pandemics

Swine Flu Epidemic: Impact on Mexico's Economy

Mexico : United States : Latin America : North America : Geostrategic and Long Term Issues : Climate Change and Natural Resources : Diseases and Natural Disasters

Private Equity and Sovereign Wealth Funds in Germany

Is Germany's Recession an Opportunity for SWFs and Private Equity Firms?

Eurozone : Germany : Europe : Finance and Banking : Macro View : FX Reserves and Sovereign Wealth : Hedge Funds and Private Equity : Sectors and Industries

Austria: Inflation

Austria: Has Inflation Passed its Trough?

Austria : Eurozone : Europe : Macro View : Monetary Policy and Inflation

NATO's Future Role

NATO at 60: What Future Role For the Alliance?

Canada : United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Organizations

France: Banking Sector

France to Adopt One-Off Bonus Tax

Eurozone : France : Europe : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation

France: Economic Profile

French GDP Accelerates in Q4 2009: 0.6% Q/Q

Eurozone : France : Europe : Macro View : Growth Outlook and Business Cycle

Switzerland: Monetary Policy and Inflation

Swiss Inflation Suprises on the Upside in January: Implications for Monetary Policy?

Switzerland : Europe : Macro View : Monetary Policy and Inflation

Switzerland: Labor Market

Swiss Unemployment Rate Declines to 4.4% in February: What Is the Outlook?

Switzerland : Europe : Macro View : Markets : Labor Markets and Productivity

United States: U.S. Dollar Short-Term

What Is the Short-Term Outlook for the U.S. Dollar?

United States : North America : Markets : Currencies

Eurozone: Monetary Policy

How and When Will the ECB Exit From Monetary Easing?

Eurozone : France : Germany : Italy : Spain : Europe : Macro View : Monetary Policy and Inflation

Italy: Private Consumption

Will the Italian Consumer Hold Back the Economic Recovery?

Eurozone : Italy : Europe : Macro View : Growth Outlook and Business Cycle

The Netherlands: Price Dynamics (Inflation/Deflation)

Has Dutch Inflation Reached its Trough?

Macro View : Benelux : Eurozone : Europe

The Bank for International Settlements (BIS)

Argentina : Australia : Brazil : Canada : Chile : China : Hong Kong and Macau : India : Indonesia : Japan : Malaysia : Mexico : New Zealand : North East Asia : Pacific : Philippines : Portugal : Russia : Russia and CIS : Singapore : South Africa : South Asia : South East Asia : South Korea : Thailand : The Maghreb : United States : Asia/Pacific : Latin America : Middle East and Africa : North America

The Commonwealth and the UK

Australia : Canada : Ireland : New Zealand : Pacific : South Asia : United Kingdom : Geostrategic and Long Term Issues : Foreign Aid : Foreign Policy and Geostrategic Risks : International Organizations

Federal Deposit Insurance Corporation Guarantee Programs

Banks' Dash to Short-Term Financing: What is the Rollover Risk?

United States : North America : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation

Europe's Neutrals

Austria : Benelux : Ireland : Portugal : Spain : Switzerland : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Commercial Real Estate: Global Outlook Precarious

Bailing Out the U.S. Housing and Financial Sector: Fiscal Costs and Risks to Taxpayers Getting Bigger?

Finance and Banking : Real Estate and Mortgage Finance : Australia : Eurozone : Japan : Pacific : United States : Asia/Pacific : Europe : Middle East and Africa : North America

Eurozone: Price Dynamics (Inflation/Deflation)

How Serious is the Risk of Deflation in the Eurozone?

Eurozone : Europe : Macro View : Monetary Policy and Inflation

Italy: Price Dynamics (Inflation/Deflation)

Italian Inflation Slows in February: Deflation Ahead?

Eurozone : Italy : Europe : Macro View

Iceland: The Krona

Iceland's Currency: ISK Slowly Gaining Ground

Iceland : Nordics : Europe : Markets : Currencies

Canada: Economic Profile

Canadian Economic Growth Soars in Q4: How Strong Will It Be in 2010?

Canada : North America : Macro View : Growth Outlook and Business Cycle

Germany: Banking Sector

Germany: Credit Constraints Weaken in January, Credit Crunch Averted?

Eurozone : Germany : Europe : Finance and Banking

Germany: Price Dynamics (Inflation/Deflation)

German Inflation Slows in February: Blip or Trend?

Eurozone : Germany : Europe : Macro View : Monetary Policy and Inflation

Liquidity Traps

Time for a Paradigm Shift: Do We Need a Higher Inflation Target?

Eurozone : United Kingdom : Advanced Economies : Europe : Latin America : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Canada: Banking Sector

Canadian Banks Continue To Make Record Profits in Q1 2010: Is the Worst Over?

Canada : North America : Finance and Banking : Macro View : Current Financial Crisis : Real Estate and Mortgage Finance : Real Estate Sector : Systemic Risk, Vulnerabilities and Asset Bubbles

Credit Defaults Swaps on Asset-Backed Securities (ABCDS)

Are ABX Derivatives Prices an Accurate Measure of Subprime RMBS and CDO Valuations?

United States : North America : Finance and Banking : Securitization and Structured Finance

Counterparty Risk Management and Central Clearinghouse

Counterparty Risk Management: How Safe Are Central Clearinghouses?

United States : North America : Finance and Banking : Securitization and Structured Finance

U.S. Foreign Policy Under Barack Obama

U.S. - India Relations: New Beginnings?

United States : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Ireland: Fiscal Issues

Irish Budget 2010: Pay Cuts for Public Sector Workers

Ireland : Macro View : Markets : Domestic Politics and Political Risks : Fiscal Policy : Government Bonds : Growth Outlook and Business Cycle : Monetary Policy and Inflation : Real Estate Sector

Japan: External Accounts

Will Japan's Export Machine Sputter Out as Inventory Restocking Ends?

Japan : North East Asia : Asia/Pacific : Macro View : External Balance : International Trade and Globalization

Italy: Foreign and Defense Policy

New Afghan Plan: Financial Incentives to Give up Arms?

Italy : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

United States: Offshoring and Immigration

Immigration and Offshoring: How Have U.S. Workers Fared?

United States : North America : Macro View : International Trade and Globalization : Labor Markets and Productivity

Monoline Insurance

Obama Ends Private Lender Subsidies Altogether: What Hope For The Student Loan Crunch in Auction-Rate Securities (ARS) Market?

United States : North America : Finance and Banking : Capital Market Intermediaries : Muni Bonds and Insurers/Monolines

Social Unrest in France

Sarkozy Unveils Third Reform Package Covering Pensions, Jobs and Immigration

France : Europe : Geostrategic and Long Term Issues : Macro View : Labor Markets and Productivity : Terrorism, Civil Strife and Security

Nordics: Economic Profile

Nordic Outlook: Green Shoots in Evidence

Denmark : Finland : Iceland : Nordics : Norway : Sweden : Europe : Macro View : Growth Outlook and Business Cycle

Eurozone: Government Bonds

Intra-Eurozone Government Bond Spreads: Diverging Again?

Eurozone : Europe : Markets : Government Bonds

Austria: Economic Profile

Austria's Economy Grows 0.9% Q/Q in Q3

Austria : Eurozone : Europe : Macro View : Growth Outlook and Business Cycle

Securitization

Financial Innovation and Securitizations: What Prospects after Reintermediation in 2010?

United States : North America : Finance and Banking : Banks and Risk Management : Capital Market Intermediaries : Securitization and Structured Finance

The Netherlands: Banking Sector

What Are the Challenges Facing the Dutch Banking Sector?

Europe : Finance and Banking : Macro View : Benelux : Eurozone

Italy: Economic Profile

Is Italy's Economy Heading for a Double-Dip Recession in 2010?

Europe : Macro View : Growth Outlook and Business Cycle : Eurozone : Italy

Commercial Paper

Asset Backed Commercial Paper (ABCP) Outlook: Inherently Unstable Market?

United States : North America : Finance and Banking : Corporate Bonds and Leveraged Loans

France: Household Consumption

French Retail Sales Drop in January: Is the Economic Recovery Losing Momentum?

Eurozone : France : Europe : Macro View : Growth Outlook and Business Cycle

Auction-Rate Securities

The Auction-Rate Securities Double-Whammy: Renalty Rates and Hedges Gone Awry

United States : North America : Finance and Banking : Auction Rate Securities : Capital Market Intermediaries

Nordics: Domestic Politics

Norwegian Politics: Labor-led Coalition Wins Reelection

Denmark : Iceland : Nordics : Norway : Sweden : Europe : Domestic Politics and Political Risks

Nordics: The Euro Area Entry Debate

The Danish Question: Is Eurozone Entry Still on the Table?

Denmark : Nordics : Norway : Sweden : Europe : Markets : Currencies

What Ever Happened to the Nuclear Nonproliferation Treaty?

Will Nuclear Energy Meet Middle East Power Needs?

Egypt : United States : Middle East and Africa : North America : Geostrategic and Long Term Issues : Nuclear Proliferation : Terrorism, Civil Strife and Security

Special Purpose Vehicles (SPV)

Life After General Growth Properties Bankruptcy: Testing Bankruptcy Remoteness in Court

United States : North America : Finance and Banking : Securitization and Structured Finance

APEC's Growing Profile

APEC's November Meeting Pushes for Regional Integration and Rebalancing

Malaysia : Mexico : North East Asia : Pacific : Peru : Philippines : Singapore : South East Asia : South Korea : Thailand : Vietnam, Cambodia, Laos : Asia/Pacific : Geostrategic and Long Term Issues : IMF and International Economic Institutions : International Organizations : Andean : Australia : Canada : Chile : China : Hong Kong and Macau : Indonesia : Japan

U.S.: Obama's Foreign Trips in 2009

President Obama in Asia

United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

CDS Trading Strategies

The CDS Basis-Trade: Why is the Spread Convergence Stalling?

United States : North America : Finance and Banking : Securitization and Structured Finance

Collateralized Debt Obligations (CDOs) and Structured Products

Unwinding of Structured Products: Together they Stand and Fall?

United States : North America : Finance and Banking : Macro View : Securitization and Structured Finance : Systemic Risk, Vulnerabilities and Asset Bubbles

Mark-To-Market Accounting

FAS 140 Revision Leads to Re-Intermeditation of up to US$900 Billion in Off-Balance-Sheet Vehicles Starting in 2010

United States : Advanced Economies : North America : Finance and Banking : Banks and Risk Management

SIVs, Conduits and Asset-Backed Commercial Paper (ABCP)

Structured Investment Vehicles (SIV): Asset Sales And Re-Intermediation Onto Bank/Insurers' Balance Sheets

United States : North America : Finance and Banking : Real Estate and Mortgage Finance : Securitization and Structured Finance

French Security and Defense Policy

France : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Terrorism, Civil Strife and Security

Japan: Industrial Production

Is the Japanese Manufacturing Sector Reviving?

Japan : North East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Economic Challenges Following Germany's Reunification

How Much Did German Reunification Cost?

Eurozone : Germany : Europe : Geostrategic and Long Term Issues : Macro View : Development Challenges : Domestic Politics and Political Risks : Technological Change

OTC Derivatives Regulation

OTC Derivatives in H2 2008: Total Notional Shrinks, Gross Credit Exposure After Netting Increases To $5 Trillion

United States : North America : Finance and Banking : Securitization and Structured Finance

Cash Bond - CBS Basis Comparison

2009 A Year of Two Halves for Recovery Rates: What are the Risks in 2010?

United States : North America : Finance and Banking : Corporate Bonds and Leveraged Loans

Germany: Sectors and Industries

Is Germany's Recession an Opportunity for SWFs and Private Equity Firms?

Eurozone : Germany : Europe : Macro View : Markets : Sectors and Industries

The Netherlands: Labor Market

Did Short-Work Schemes Dampen the Recession's Impact on Dutch Unemployment?

Benelux : Eurozone : Europe : Macro View : Markets : Labor Markets and Productivity

Austria: Labor Market

Austria: How High will Unemployment rise?

Austria : Eurozone : Europe : Macro View : Markets : Labor Markets and Productivity

Australia: Stocks

Australian Equities Share U.S. Pain

Australia : Advanced Economies : Markets : Equities

Australia: Financial Sector

Australian Post-Crisis Financial Regulation: Will Reforms Prevent Another Boom and Bust?

Australia : Pacific : Asia/Pacific : Finance and Banking : Banks and Risk Management : Hedge Funds and Private Equity : Real Estate and Mortgage Finance : Securitization and Structured Finance

Currency Intervention in Developed Countries

Should the UK Join the EMU?

Switzerland : United Kingdom : Europe : Markets

Japan: Domestic Demand

Are Japanese Consumers Shopping Yet?

Japan : North East Asia : Asia/Pacific : Macro View

Japan: Real Estate Sector

Is Japan on the Verge of a Mortgage Crisis?

Japan : North East Asia : Asia/Pacific : Macro View : Real Estate Sector

Japan: Corporate Finance

Are Poison Pills and Protectionism Passe in Japan?

Japan : North East Asia : Asia/Pacific : Finance and Banking : Corporate Finance

Australia: Domestic Demand

Australia: Credit Market Developments

Australia : Pacific : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

New Zealand: Trade

Is the New Zealand Trade Deficit Narrowing?

New Zealand : Pacific : Asia/Pacific : Macro View : International Trade and Globalization

New Zealand: Domestic Politics

New Zealand's Aging Population: Spenders and KiwiSavers

New Zealand : Pacific : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Australia: The Australian Dollar

Is the Australian Dollar Poised to Win the G10 Beauty Contest?

Australia : Pacific : Asia/Pacific : Markets : Currencies

Australia: Corporate Finance

Are Australian Business Earnings and Production Still Sliding?

Australia : Pacific : Asia/Pacific : Finance and Banking : Corporate Finance

Australia: Fiscal Policy

Australian Fiscal Policy: Another Spending Spree to Avert Recession

Australia : Pacific : Asia/Pacific : Macro View : Fiscal Policy

Australia: Domestic Politics

A Shift in Australia's Defense Policy?

Australia : Pacific : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks

Japan: Domestic Politics

DPJ's new economic strategy: will the strategy work?

Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Japan: Non-Bank Financial Institutions

Will Tokyo Become the London of the East?

Japan : North East Asia : Asia/Pacific : Finance and Banking

The Group of Seven (G-7)

Has the G20 Superseded the G7/G8?

Canada : Japan : North East Asia : United Kingdom : United States : Asia/Pacific : Europe : North America : Geostrategic and Long Term Issues : International Organizations

New Zealand: Labor Market

When Will New Zealand Unemployment Peak?

New Zealand : Pacific : Asia/Pacific : Macro View : Labor Markets and Productivity

Japan: The Yen

Yen Outlook: Will Quantitative Easing Depress the Yen?

Japan : North East Asia : Asia/Pacific : Markets : Currencies

Resolution of Troubled Financial Institutions

Will Unsecured Bank Creditors Take A Haircut Eventually? And Secured Ones?

United States : North America : Finance and Banking : Financial Systems and Regulation

Japan: Foreign Policy

What Does a DPJ Win Mean for Domestic and Foreign Politics?

Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

New Zealand: Real Estate Sector

How Much Further Will the New Zealand Housing Market Correct?

New Zealand : Pacific : Asia/Pacific : Macro View : Markets : Real Estate Sector

Australia: External Balance

Is Australia's Current Account Deficit Re-Widening?

Australia : Pacific : Asia/Pacific : Macro View : Current Account : External Balance

Australia: Government Bonds

How Much More Public Debt will Australia Issue?

Australia : Pacific : Asia/Pacific : Markets : Government Bonds

Japan: Government Bonds

Is Japan's Large Public Debt Burden Sustainable?

Japan : North East Asia : Asia/Pacific : Markets : Government Bonds

United States: Central Bank Transparency

Will the Fed Become an Inflation Targeter?

United States : North America : Macro View : Central Bank Transparency : Monetary Policy and Inflation

Greek Politics

Greece Politics: Greek PM Fails to Calm the Markets

Eurozone : Greece : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Western European Banks' Support of their Eastern Counterparts

Greek Banks: Could Downgrade to BBB Lead to a Downward Spiral?

Austria : Baltics : Bulgaria : Central Europe : Croatia : Czech Republic : Estonia : Eurozone : Greece : Hungary : Italy : Latvia : Lithuania : Poland : Romania : Serbia : South East Europe : Sweden : Europe : Finance and Banking : Banks and Risk Management

Austrian Fiscal Policy

What is the Outlook for Austria's Budgetary and Financial Position?

Fiscal Policy : Austria : Eurozone : Europe : Macro View

Loan Modifications

Treasury's Mortgage Modification Program Review: Servicers Face Conversion Drive

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

Slovakia: Economic Profile

Slovakia Outlook: Return to Positive Annual Growth Expected in 2010

Central Europe : Eurozone : Slovakia : Europe : Macro View : Growth Outlook and Business Cycle

United States: Future Federal Reserve Policy Regimes

Will the Fed Switch to a New Benchmark Interest Rate?

United States : North America : Macro View : Inflation Targeting : Monetary Policy and Inflation

U.S.-China Strategic and Economic Dialogue

What's at Stake for the U.S.-China Strategic and Economic Dialogue?

China : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

France: Real Estate Sector

What is the Outlook for France's Housing Market?

France : Europe : Macro View : Markets : Real Estate Sector : Residential : Sectors and Industries

Negative Equity and Lessons from Past Crises

Will an HOLC-Type Entity be More Effective than RTC/RFC in Alleviating the Mortgage Crisis This Time?

United States : North America : Finance and Banking : Real Estate Sector

Private Equity Performance

Private Equity: Outlook for 2010

Eurozone : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Hedge Funds and Private Equity

Germany: Fiscal Policy

Germany Passes Tax-Cut Bill: Will the Economy Benefit?

Eurozone : Germany : Europe : Macro View : Fiscal Policy

U.S. International Investment

North America : Current Account : Current Financial Crisis : External Balance : Systemic Risk, Vulnerabilities and Asset Bubbles : United States

United States: Government Bond Supply

What Is the Future of Treasury Issuance Amounts, Maturity and Timing?

United States : North America : Markets : Government Bonds

United States: Government Bond Demand

U.S. TIC Data: Who Is Buying U.S. Treasuries?

United States : North America : Markets : Government Bonds

U.S. Commercial Real Estate

U.S. Commercial Real Estate: Following Housing with a Lag

United States : North America : Finance and Banking : Macro View : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Systemic Risk, Vulnerabilities and Asset Bubbles

Private Investment in Public Equity (PIPE)

Final FDIC Rules for Private Equity Investment in Failed Banks: Carrots and Sticks

United States : North America : Finance and Banking : Hedge Funds and Private Equity

New Zealand: Fiscal Policy

How Will New Zealand Reform Its Tax Policy?

New Zealand : Advanced Economies : Macro View : Markets : Fiscal Policy : Government Bonds

United States: Influence and the Global Economic Crisis

Timeline: Meltdown (2007-Present)

United States : Advanced Economies : North America : Geostrategic and Long Term Issues : Macro View : Current Financial Crisis : Foreign Policy and Geostrategic Risks : Growth Outlook and Business Cycle

Private Mortgage Insurers

MGIC, Radian Private Mortgage Insurers in Trouble: Another Hampered Business in the Subprime Aftermath?

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

Convexity

Mortgage Convexity Risk: Are Technical Factors Driving Long-Term Treasury Yields Higher?

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

Delinquencies and Foreclosures in the Residential Mortgage Market

Was the U.S. Mortgage Market Effectively Nationalized? Yes, As Early As Q3 2007

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

Canada: Government Bonds

Canadian Government Bond Outlook

Canada : North America : Markets : Government Bonds

Canada: Foreign and Defense Policy

U.S. - Canada Relations: Will Restrictions on Border Crossings Lead to a Dispute?

Canada : North America : Geostrategic and Long Term Issues : Foreign Aid : Foreign Policy and Geostrategic Risks

Covered Bonds

Plans For A U.S. Covered Bond Market: A Better Alternative to RMBS?

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

Switzerland: Banking Sector

How Much Black Money is Hidden in Swiss Bank Accounts?

Switzerland : Europe : Finance and Banking : Geostrategic and Long Term Issues : Macro View : Sectors and Industries

Switzerland: Fiscal Policy

Swiss Fiscal Stimulus: Why So Little? Why So Late?

Switzerland : Europe : Macro View : Fiscal Policy

Canada: Equity Markets

Canadian Equities Rally: Are Valuations Getting Ahead of Fundamentals?

Canada : North America : Markets : Equities

Slovenia: Economic Profile

Slovenia Economic Outlook: Q2 GDP Contracts 9.3% Y/Y, Recovery Hinges on Upturn in Trading Partners

Slovenia : Europe : Macro View : Growth Outlook and Business Cycle

Spain: Real Estate Sector

Spain's Housing Bust Breaking Records: 47.6% Fall in Sales in 12 Months

Spain : Europe : Macro View : Markets : Real Estate Sector : Residential

Portugal: Economic Profile

Portugal : Europe : Macro View : Growth Outlook and Business Cycle

Cyprus: Economic Profile

The Specifics in Cyprus

Cyprus : Europe : Macro View : Growth Outlook and Business Cycle

Germany: Equity Markets

German Stocks Climb to One-Year High: How Much Higher Will the Dax Rise?

Eurozone : Germany : Europe : Markets : Equities

Germany: Domestic Politics

Germany Passes Tax-Cut Bill: Will the Economy Benefit?

Eurozone : Germany : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Canada: Pensions and Retirement

Canada's Government Pension Plan (CPP): A Model?

Canada : North America : Geostrategic and Long Term Issues : Demographics, Retirement and Health Care

Swiss Bank Secrecy

What is the Outlook for the Swiss Banking Sector Post Banking Secrecy?

Switzerland : Europe : Finance and Banking : Geostrategic and Long Term Issues

The Asia-Pacific Strategic Balance

Will Rising North-South Korea Tensions Harm Economic Development?

Australia : China : Japan : North East Asia : Pacific : South Asia : South Korea : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

U.S. Stress Tests and Additional Capital Needs

IMF Reduces Global Loss Estimate to US$3.4 Trillion

United States : North America : Finance and Banking : Banks and Risk Management

Petrodollars

Iran Dropping Dollar in Oil Sales and Foreign Exchange Reserves: Is the Euro Next?

United States : Latin America : Middle East and Africa : North America : Markets : Currencies : FX Reserves and Sovereign Wealth

Fair Value Accounting

FAS 140 Revision Leads to Re-Intermeditation of up to US$900 Billion in Off-Balance-Sheet Vehicles Starting in 2010

United States : North America : Finance and Banking : Corporate Finance

Fiscal Policy in the Eurozone

Who is the ECB's Recapitalizer of Last Resort?

Eurozone : Europe : Macro View : Fiscal Policy

Labor Market in the Eurozone

Structural Labor Market Reforms: An Update of the Lisbon Agenda and the Literature

Eurozone : Europe : Macro View : Labor Markets and Productivity

U.S.-Mexico Relations

Mexican Remittances and the Flow of Immigrants

Mexico : United States : Latin America : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

U.S. Credit Card Industry

U.S. Credit Card Delinquencies/Charge-Offs Start Receding: Is the Worst Over?

United States : North America : Finance and Banking

German Foreign and Security Policy

The Opel Saga: German Deal With Magna Causes Political Rifts Across Europe

Germany : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Speculation

United States : North America : Finance and Banking : Financial Systems and Regulation

EMU Uncertainty

Is EMU More Resilient Today Than ERM During the Early 1992 Crisis?

Eurozone : Europe : Macro View : Markets : IMF and International Economic Institutions : International Financial Institutions

Spain's Economic Rescue Fund

Spain's Housing Bust Breaking Records: 47.6% Fall in Sales in 12 Months

Spain : Europe : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

The Financial Accounting Standards Board (FASB)

United States : North America

Italy: Banking Sector

Italian Banks Under Pressure: Moody's Downgrades Italian Banking System To Negative

Italy : Europe : Finance and Banking : Banks and Risk Management

The NAFTA Debate

U.S.-Mexico Trade Dispute: What's Next?

Canada : Mexico : United States : North America

U.S. Hyperpower Status

Military Spending and the U.S. Budget

United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

U.S. Foreign Policy and Strategy

Timeline: U.S.-Mexico Relations

United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

EU-UK Tensions

Should the UK Join the EMU?

Eurozone : United Kingdom : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Organizations

French Fiscal Policy and Rising Budget Deficits

Sarkozy Unveils Third Reform Package Covering Pensions, Jobs and Immigration

France : Europe

Spain's Growing Current Account Deficit

Spain's Stock Market: How Strong Is The Recovery?

Spain : Europe : Macro View : Current Account

U.S.-Iran Relations

Timeline: U.S.-Iran Relations Since World War II

Iran : United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

U.S.-UK Relations

European Financial Sector: Double Exposure to Domestic and U.S. Housing Woes

United Kingdom : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Cap-and-Trade Legislation in the U.S.

Obama's Energy Agenda: What are the Priorities for U.S. Energy Policy?

United States : North America : Geostrategic and Long Term Issues : Climate Change : Climate Change and Natural Resources : Domestic Politics and Political Risks

RGE Analysis

How to Avoid a Greek Tragedy in Europe

By Nouriel Roubini and Arnab Das 2/3/2010

Greece : Government Bonds

Regulatory Impediments to Ending Japan’s Lost Decade

By Mikka Pineda 2/4/2010

Japan : Demographics, Retirement and Health Care : Domestic Politics and Political Risks : Real Estate Sector

Eurozone: Q1 2010 Outlook

By Elisa Parisi-Capone 2/9/2010

Eurozone : Europe : Macro View

Canada: Q1 2010 Outlook

By Tetiana Sears and Rachel Ziemba 1/30/2010

Canada : North America : Macro View

Germany: Q1 2010 Outlook

By Katharina Jungen 1/30/2010

Germany : Europe : Macro View

United States: Q1 2010 Outlook

By Arpitha Bykere, Prajakta Bhide, Mikka Pineda and Christian Menegatti 2/9/2010

United States : North America : Macro View

France: Q1 2010 Outlook

By Katharina Jungen 1/30/2010

France : Europe : Macro View

Italy: Q1 2010 Outlook

By Katharina Jungen 1/30/2010

Italy : Europe : Macro View

Spain: Q1 2010 Outlook

By Elisa Parisi-Capone 1/30/2010

Spain : Europe : Macro View

Greece: Q1 2010 Outlook

By Katharina Jungen and Elisa Parisi-Capone 1/30/2010

Greece : Europe : Macro View

Ireland: Q1 2010 Outlook

By Katharina Jungen 1/30/2010

Ireland : Europe : Macro View

United Kingdom: Q1 2010 Outlook

By Elisa Parisi-Capone 1/30/2010

United Kingdom : Europe : Macro View

Switzerland: Q1 2010 Outlook

By Katharina Jungen 1/30/2010

Switzerland : Europe : Macro View

Nordics: Q1 2010 Outlook

By Mikko Forss 1/30/2010

Nordics : Europe : Macro View

Norway: Q1 2010 Outlook

By Mikko Forss 1/30/2010

Norway : Europe : Macro View

Sweden: Q1 2010 Outlook

By Mikko Forss 1/30/2010

Sweden : Europe : Macro View

Denmark: Q1 2010 Outlook

By Mikko Forss 1/30/2010

Denmark : Europe : Macro View

Finland: Q1 2010 Outlook

By Mikko Forss 1/30/2010

Finland : Europe : Macro View

Iceland: Q1 2010 Outlook

By Mikko Forss 1/30/2010

Iceland : Europe : Macro View

Australia: Q1 2010 Outlook

By Mikka Pineda 1/30/2010

Australia : Pacific : Asia/Pacific : Macro View

New Zealand: Q1 2010 Outlook

By Mikka Pineda 1/30/2010

New Zealand : Pacific : Asia/Pacific : Macro View

Japan: Q1 2010 Outlook

By Mikka Pineda 1/30/2010

Japan : Asia/Pacific : Macro View

On the Verge of Job Creation

By Christian Menegatti and Arpitha Bykere 2/5/2010

United States : North America : Labor Markets and Productivity

Will Europe’s PIGS Learn to Fly?

By Nouriel Roubini and Arnab Das 2/11/2010

Eurozone : Greece : Banks and Risk Management : Government Bonds

Spain: The Way Forward

By Elisa Parisi-Capone and Nouriel Roubini 2/23/2010

Eurozone : Germany : Greece : Ireland : Portugal : Spain : Macro View : Fiscal Policy : Labor Markets and Productivity

New Home Sales Plunge in January

By Prajakta Bhide and Christian Menegatti 2/25/2010

United States : Advanced Economies : North America : Macro View : Markets : Real Estate and Mortgage Finance : Real Estate Sector

Q4 U.S. GDP Growth: Going Beyond the Headlines

By Christian Menegatti and Prajakta Bhide 2/26/2010

United States : North America : Macro View : Growth Outlook and Business Cycle : Sectors and Industries

U.S. Growth Outlook: Still Anemic and U-Shaped but Risks of a Double-Dip Recession Are Rising

By Nouriel Roubini 3/4/2010

United States : Macro View : Growth Outlook and Business Cycle

February Payrolls: It’s the Economy, Not the Weather

By Arpitha Bykere and Christian Menegatti 3/5/2010

United States : Growth Outlook and Business Cycle : Labor Markets and Productivity

Who Will Buy the U.S. Treasurys?

By Rachel Ziemba 3/9/2010

China : United States : Asia/Pacific : North America : Markets : Capital Flows, FDIs, Capital Controls : Government Bonds

Choppy Waters Rock the Trans-Atlantic Relationship

By Michael Moran 3/11/2010

France : Germany : United Kingdom : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Scandinavian Currencies: New Safe Havens?

By Mary Stokes and Mikko Forss 3/12/2010

Norway : Sweden : Europe : Markets : Currencies

German Data Points to 'U,' but Doppel Dipping Still a Risk

By Katharina Jungen 3/15/2010

Germany : Europe : Current Financial Crisis : Growth Outlook and Business Cycle

Will Lead Take the Lead Among Base Metals?

By Mikka Pineda 3/15/2010

Australia : Bolivia : China : United States : Asia/Pacific : Latin America : North America : Markets : Other Commodities

U.S.-China Tensions: Co-Dependency Pains

By Rachel Ziemba and Adam Wolfe 3/16/2010

China : United States : Climate Change : External Balance : Foreign Policy and Geostrategic Risks : FX Reserves and Sovereign Wealth : Government Bonds

The Unsustainability of the U.S. Twin Deficits: Risks and Vulnerabilities in the Global Economy

Nouriel Roubini 4/1/2006

United States : North America : Macro View : Current Account : External Balance : Systemic Risk, Vulnerabilities and Asset Bubbles

Responses to Sovereign Wealth Funds: Are 'Draconian' Measures on the Way?

Rachel Ziemba 11/15/2007

Canada : China : Kuwait, Qatar, Bahrain, Oman : North East Asia : Norway : Russia : Russia and CIS : United States : Europe : Middle East and Africa : North America : Macro View : FX Reserves and Sovereign Wealth

The Instability of the Bretton Woods 2 Regime

Rachel Ziemba 7/15/2007

United States : North America : Finance and Banking : Macro View : Current Account : External Balance : International Financial Institutions

The Direct Link Between Housing and Consumption: Wealth Effect and Home Equity Withdrawal

Nouriel Roubini and Christian Menegatti 4/14/2007

United States : North America : Macro View : Real Estate Sector

Why China Should Abandon Its Dollar Peg

Nouriel Roubini 1/14/2007

China : North East Asia : United States : Asia/Pacific : North America : Markets : Currencies

Mortgage-Backed Securities, Derivatives, and Indexes: An Introduction

Elisa Parisi-Capone 3/27/2007

United States : North America : Finance and Banking : Markets : Real Estate and Mortgage Finance

The U.S. Housing Recession is Still Far from Bottoming Out

Nouriel Roubini and Christian Menegatti 3/15/2007

United States : North America : Macro View : Real Estate Sector

Global Imbalances and Risks of a U.S. and Global Slowdown in 2006

Nouriel Roubini 6/1/2006

United States : North America : Geostrategic and Long Term Issues : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles

Will the Bretton Woods 2 Regime Unravel Soon? The Risk of a Hard Landing in 2005-2006

Nouriel Roubini and Brad Setser 2/1/2005

United States : North America : Macro View : Current Account : External Balance

The U.S. as a Net Debtor: The Sustainability of the U.S. External Imbalances

Nouriel Roubini and Brad Setser 11/17/2004

United States : North America : Geostrategic and Long Term Issues : Macro View : External Balance

The Sustainability of the U.S. External Imbalances (Revisited)

Nouriel Roubini and Brad Setser 5/1/2005

United States : North America : Macro View : External Balance

The Biggest Slump in U.S. Housing in the Last 40 Years... or 53 Years?

Nouriel Roubini 8/23/2006

United States : North America : Macro View : Real Estate Sector

Comparing Three Crises

Mikka Pineda 9/9/2009

Japan : United States : Asia/Pacific : North America : Macro View : Banks and Risk Management : Current Financial Crisis : Equities : Fiscal Policy : Government Bonds : Labor Markets and Productivity : Monetary Policy and Inflation : Past Financial Crisis : Real Estate and Mortgage Finance : Real Estate Sector : Systemic Risk, Vulnerabilities and Asset Bubbles

Are Australian Banks Better Off Than Those in the U.S. and EU?

Mikka Pineda 5/14/2009

Australia : Eurozone : United States : Asia/Pacific : Europe : North America : Finance and Banking : Banks and Risk Management

U.S. Fiscal Stimulus: High Fiscal Cost, Little Bang for Buck?

Arpitha Bykere 2/2/2009

United States : North America : Macro View : Fiscal Policy

U.S. Housing Sector Far From Bottoming Out, Needs Government Intervention

Arpitha Bykere 1/6/2009

United States : North America : Macro View : Real Estate Sector

The Specter of Technical Insolvency

Nouriel Roubini and Elisa Parisi-Capone 1/31/2009

United States : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

A Forecast of Write-Downs on 2009 U.S. Credit Card Debt

Mathias Kruettli 12/31/2008

United States : North America : Macro View : Growth Outlook and Business Cycle

U.S. Home Prices Notes - How Far Will They Go

Christian Mennegatti 11/3/2008

United States : North America : Geostrategic and Long Term Issues : Macro View : Real Estate and Mortgage Finance : Real Estate Sector

U.S. Labor Market Dynamics in a Slowing Economy

Arpitha Bykere 7/31/2008

United States : North America : Macro View : Labor Markets and Productivity

Ten Fundamental Issues in Reforming Financial Regulation and Supervision in a World of Financial Innovation and Globalization

Nouriel Roubini 3/31/2008

United States : North America : Finance and Banking : Macro View : Banks and Risk Management : Financial Systems and Regulation : Hedge Funds and Private Equity : Securitization and Structured Finance : Systemic Risk, Vulnerabilities and Asset Bubbles

The Rising Risk of a Systemic Financial Meltdown: The Twelve Steps to Disaster

Nouriel Roubini 2/5/2008

United States : North America : Finance and Banking : Macro View : Banks and Risk Management : Corporate Finance : Real Estate and Mortgage Finance : Securitization and Structured Finance : Systemic Risk, Vulnerabilities and Asset Bubbles

Can the Fed and Policy Makers Avoid a Systemic Financial Meltdown? Most Likely Not.

Nouriel Roubini 2/8/2008

United States : North America : Finance and Banking : Macro View : Banks and Risk Management : Capital Market Intermediaries : Corporate Finance : Hedge Funds and Private Equity : Monetary Policy and Inflation : Systemic Risk, Vulnerabilities and Asset Bubbles

2008 US and Global Economic Outlook and Implications for Financial Markets

Nouriel Roubini 9/1/2008

United States : North America : World : Macro View : Growth Outlook and Business Cycle

A Fiscal Solution to Cope with the U.S. Slowdown?

Arpitha Bykere 1/1/2008

United States : North America : Macro View : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles

The Risk of a U.S. Hard Landing and Implications for the Global Economy and Financial Markets

Nouriel Roubini 9/13/2007

United States : North America : Finance and Banking : Macro View

Growth Differentials in the EMU: Facts and Considerations

Nouriel Roubini, Elisa Parisi-Capone and Christian Menegatti 6/1/2007

Eurozone : Italy : Spain : Europe : Finance and Banking : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation

Eight Market Spins About Housing by Perma-Bull Spin-Doctors... and the Reality of the Coming Ugliest Housing Bust Ever

Nouriel Roubini 8/26/2006

United States : North America : Finance and Banking : Macro View : Real Estate and Mortgage Finance : Real Estate Sector

Trends and Forecasts for the U.S. and Global Economy in 2006

Nouriel Roubini 1/8/2006

United States : North America : Macro View : Growth Outlook and Business Cycle

On the Reappointment of Ben Bernanke

Nouriel Roubini 8/25/2009

United States : North America : Macro View : Monetary Policy and Inflation

Roubini Statement on the U.S. Economic Outlook

Nouriel Roubini 7/16/2009

United States : North America : Macro View : Growth Outlook and Business Cycle

Mounting Job Losses Will Hurt Consumption, Housing, Banks’ Balance Sheets, Public Finances and Lead to Protectionist Pressures

Nouriel Roubini 7/14/2009

United States : North America : Finance and Banking : Macro View : Labor Markets and Productivity : Real Estate Sector

U.S. Job Report Suggests that Green Shoots are Mostly Yellow Weeds

Nouriel Roubini 7/2/2009

United States : North America : Macro View : Labor Markets and Productivity

When the Public Debt Rubber Meets the Investors' Anxiety Asphalt

Nouriel Roubini 5/28/2009

United States : North America : Macro View

Green Shoots or Yellow Weeds? A Trifecta of Risks to the Early Bottomg Out of the Recession and Short-Term Economic Recovery and to the Medium-Term Actual and Potential Growth Prospects of the Global Economy

Nouriel Roubini 5/19/2009

United States : Emerging Markets : North America : Finance and Banking : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles

Ten Reasons Why the Stress Tests Are "Schmess" Tests and Why the Current Muddle-Through Approach to the Bank Crisis May Not Succeed

Nouriel Roubini 5/8/2009

United States : North America : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation

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

Nouriel Roubini 4/10/2009

United States : North America : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles

Geithner Presents a Viable Plan to Dispose of the Toxic Assets... That Does Not Rule Out That Insolvent Banks Should be Taken Over

Nouriel Roubini 3/25/2009

United States : North America : Finance and Banking : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Financial Systems and Regulation

It is Time for a Special Insolvency Regime for Systemically Important Financial Institutions (Non-Bank Financial Firms and Bank Holding Companies)

Nouriel Roubini 3/25/2009

Austria : Benelux : Germany : Ireland : Switzerland : United Kingdom : Europe : Finance and Banking : Macro View : Banks and Risk Management : Systemic Risk, Vulnerabilities and Asset Bubbles

Bernie Madoff is the Mirror of a Made-Off Ponzi Economy

Nouriel Roubini 3/11/2009

United States : North America : Macro View

The Worst Economic and Financial Crisis Since the Great Depression Reveals the Weaknesses of the Laissez Faire Anglo-Saxon Model of Capitalism

Nouriel Roubini 2/19/2009

United States : Europe : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

It Is Time to Nationalize Insolvent Banking Systems

Nouriel Roubini 2/10/2009

United States : North America : Finance and Banking : Macro View : Financial Systems and Regulation : IMF and International Economic Institutions

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

Nouriel Roubini 2/9/2009

Japan : United States : Asia/Pacific : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Is the UK an Iceland 2? No, but There Are Serious Financing Risks Ahead. Also: BBC News TV and Radio Interviews.

Nouriel Roubini 1/23/2009

Iceland : Nordics : United Kingdom : Europe : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

The Latest Bear Market Sucker's Rally is Losing its Steam as an Onslaught of Awful Macro and Earnings News Takes its Toll

Nouriel Roubini 1/14/2009

United States : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Helicopter Ben goes ZIRP, QE and More… While the Global Economy Enters Stag-Deflation

Nouriel Roubini 12/17/2008

United States : North America : Macro View : Markets : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

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

Nouriel Roubini 11/26/2008

United States : North America : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Fiscal Policy

The Latest Bear Market Sucker’s Rally Has Gone Bust as We Are Headed Towards Stag-Deflation

Nouriel Roubini 11/19/2008

United States : North America : Macro View : Markets : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

20 Reasons Why the U.S. Consumer is Capitulating, thus Triggering the Worst U.S. Recession in Decades

Nouriel Roubini 11/14/2008

United States : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

The Dismal Outlook for the U.S., Global Economy and the Financial Markets

Nouriel Roubini 11/11/2008

United States : All Regions : North America : Macro View : Growth Outlook and Business Cycle

The Economic Mess and Financial Disaster that Obama Will Inherit

11/6/2008

United States : North America : Geostrategic and Long Term Issues : Macro View : Current Financial Crisis : Domestic Politics and Political Risks : Systemic Risk, Vulnerabilities and Asset Bubbles

The Rising Risk of a Hard Landing in China: The Two Engines of Global Growth – U.S. and China – are Now Stalling

Nouriel Roubini 11/4/2008

China : United States : Asia/Pacific : North America : Macro View

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

Nouriel Roubini 10/13/2008

United States : North America : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Fiscal Policy

The World is at Severe Risk of a Global Systemic Financial Meltdown and a Severe Global Depression

Nouriel Roubini 10/9/2008

United States : Advanced Economies : North America : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles

How Authorization to Recapitalize Banks via Public Capital Injections ("Partial Nationalization") Was Introduced - Indirectly Thorugh the Back Door - into the TARP Legislation

Nouriel Roubini 10/9/2008

United States : North America : Finance and Banking : Macro View : Capital Market Intermediaries : Current Financial Crisis : Real Estate and Mortgage Finance : Securitization and Structured Finance : Systemic Risk, Vulnerabilities and Asset Bubbles

Financial and Corporate System is in Cardiac Arrest: The Risk of the Mother of All Bank Runs

Nouriel Roubini 10/3/2008

United States : North America : Finance and Banking : Macro View : Banks and Risk Management : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

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

Nouriel Roubini 9/29/2008

United Kingdom : United States : Europe : North America : Finance and Banking : Macro View : Banks and Risk Management : Current Financial Crisis : Real Estate and Mortgage Finance : Securitization and Structured Finance : Systemic Risk, Vulnerabilities and Asset Bubbles

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

Nouriel Roubini 9/28/2008

United States : North America : Finance and Banking : Macro View : Banks and Risk Management : Current Financial Crisis : Growth Outlook and Business Cycle : Real Estate Sector : Systemic Risk, Vulnerabilities and Asset Bubbles

HOME (Home Owners’ Mortgage Enterprise): A 10 Step Plan to Resolve the Financial Crisis

Nouriel Roubini 9/24/2008

United States : North America : Finance and Banking : Macro View : Banks and Risk Management : Real Estate and Mortgage Finance : Real Estate Sector : Systemic Risk, Vulnerabilities and Asset Bubbles

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)

Nouriel Roubini 9/19/2008

United States : North America : Finance and Banking : Macro View : Real Estate and Mortgage Finance : Real Estate Sector

The Transformation of the USA into the USSRA (United Socialist State Republic of America) Continues at Full Speed with the Nationalization of AIG

Nouriel Roubini 9/17/2008

United States : North America : Finance and Banking : Macro View

The Worst Financial Crisis Since the Great Depression

Nouriel Roubini 9/17/2008

United States : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

The WEF’s Financial Development Report and Index: Why is the U.S. Ranked #1 in Spite of its Serious Financial Instability and Crisis?

Nouriel Roubini 9/11/2008

United States : North America : Macro View

Comrades Bush, Paulson and Bernanke Welcome You to the USSRA (United Socialist State Republic of America)

Nouriel Roubini 9/9/2008

United States : North America : Macro View

Fannie and Freddie's Bust and Deeply Flawed Government Bailout

Nouriel Roubini 9/7/2008

United States : North America : Finance and Banking : Macro View : Real Estate and Mortgage Finance : Real Estate Sector

The Decline of the American Empire

Nouriel Roubini 8/13/2008

United States : North America : Macro View

Global Recession Watch: Recoupling Rather than Decoupling

Nouriel Roubini 7/3/2008

Baltics : Canada : Estonia : Eurozone : Ireland : Italy : Japan : Latvia : Portugal : South East Europe : Spain : United Kingdom : United States : Asia/Pacific : Europe : North America : Macro View

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…

Nouriel Roubini 7/25/2008

United States : North America : Finance and Banking : Banks and Risk Management

The Coming Systemic Bust of the U.S. Banking System: “Dead Stocks Rallying”

Nouriel Roubini 7/20/2008

United States : North America : Finance and Banking : Banks and Risk Management

The Coming U.S. Consumption Bust: 12 Reasons Why the U.S. Consumer is in Serious Trouble and Faltering

Nouriel Roubini 9/3/2008

United States : North America : Macro View

American Un-Beauty: The Crisis of the Suburbian (McMansions and Gas-Guzzling SUVs) Way of Life

Nouriel Roubini 7/17/2008

United States : North America : Geostrategic and Long Term Issues

Insolvency of the Fannie and Freddie Predicted Here Two Years Ago. What Happens Next? Or How to Avoid the “Mother of All Bailouts”

Nouriel Roubini 7/11/2008

United States : North America : Finance and Banking : Macro View : Banks and Risk Management : Real Estate and Mortgage Finance : Real Estate Sector : Systemic Risk, Vulnerabilities and Asset Bubbles

Global Recession Watch: A Dozen Significant Economies are at Risk of a Hard Landing

Nouriel Roubini 6/25/2008

Baltics : Bulgaria : Central Europe : Eurozone : Hungary : Ireland : Italy : Japan : New Zealand : Portugal : Romania : Spain : United Kingdom : United States : Asia/Pacific : Europe : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Deepening Recession, Tumbling Equity Markets and Sky-High Oil Prices

Nouriel Roubini 6/8/2008

United States : North America : Macro View : Markets : Current Financial Crisis : Equities : Oil : Oil and Energy : Systemic Risk, Vulnerabilities and Asset Bubbles

Broad Support Among Economists and Experts of the Goal of Providing Mortgage Debt Relief to Distressed Borrowers

Nouriel Roubini 5/15/2008

United States : North America : Finance and Banking : Macro View : Real Estate and Mortgage Finance : Real Estate Sector

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

Nouriel Roubini 5/13/2008

United States : North America : Finance and Banking : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Real Estate and Mortgage Finance : Real Estate Sector

Effects of the U.S. Recession on Asian Growth

Nouriel Roubini 5/8/2008

United States : Asia/Pacific : North America : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles

The Fed is Getting Desperate in Dealing with a Liquidity Crunch that Shows Little Signs of Relenting

Nouriel Roubini 5/6/2008

United States : North America : Finance and Banking : Corporate Finance

The Fed's Balance Sheet and Possible Exit Strategies

Mikka Pineda and Christian Menegatti 10/1/2009

United States : North America : Central Bank Independence : Current Financial Crisis : Monetary Policy and Inflation : Systemic Risk, Vulnerabilities and Asset Bubbles

For Obama's Diplomacy, the Going Gets Tough

Michael Moran 9/30/2009

United States : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

The First-Time Homebuyer Tax Credit and Housing Vacancies

By Prajakta Bhide and Christian Menegatti 9/29/2009

United States : North America : Macro View : Real Estate Sector

Seeking Answers on Oil Market Volatility

Monika Brown 9/18/2009

United States : North America : Markets : Oil : Oil and Energy

The July TIC Data: In for the Long Term?

Rachel Ziemba 9/16/2009

United States : North America : Macro View : Growth Outlook and Business Cycle

Ripples of 9/11 Continue 8 Years On

Rachel Ziemba 9/11/2009

United States : North America : Geostrategic and Long Term Issues : Macro View : Terrorism, Civil Strife and Security

Spain's Unemployment Problem

Chris Mooney 9/2/2009

Spain : Europe : Macro View : Labor Markets and Productivity

UK Housing Market Shows Signs of Life

Salman Ahmed and Chris Mooney 8/21/2009

United Kingdom : Europe : Macro View : Real Estate Sector : Residential

Easing Job Losses Don't Change Weak Prospects for U.S. Recovery

Arpitha Bykere and Christian Menegatti 8/8/2009

United States : North America : Macro View : Labor Markets and Productivity

UK Banking Sector Reforms: Merits and Uncertainties

Salman Ahmed 8/4/2009

United Kingdom : Europe : Finance and Banking : Banks and Risk Management

What's on the Table at the U.S.-China Strategic and Economic Dialogue (S&ED)?

Rachel Ziemba and Adam Wolfe 7/24/2009

China : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

May TIC: Still Buying U.S. Assets, but, Just the Liquid Ones

Rachel Ziemba 7/17/2009

United States : North America : Finance and Banking : Asset Management and Portfolio Choice

Swedish Banks: Could They Get Burned by Heavy Baltic Exposure?

Mary Stokes and David Rogovic 6/24/2009

Baltics : Estonia : Latvia : Lithuania : Nordics : Sweden : Europe : Finance and Banking : Banks and Risk Management

Labor Market Has Become a Leading Indicator for the U.S. Economy

Arpitha Bykere 6/5/2009

United States : North America : Macro View : Labor Markets and Productivity

What the Stress Tests Didn't Tell Us

Christian Menegatti 5/8/2009

United States : North America : Finance and Banking : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Iceland's Rollback of Central Bank Independence: A Sign of Things to Come Elsewhere?

Mary Stokes 4/9/2009

Iceland : Nordics : Europe : Macro View : Central Bank Independence : Monetary Policy and Inflation

Some Comments on the Fed's Latest Move

RGE Analyst Team 3/19/2009

United States : North America : Macro View : Monetary Policy and Inflation

Obama's Homeowner Affordability and Stability Plan: A Band-Aid for the Foreclosure Crisis

Arpitha Bykere and Elisa Parisi-Capone 2/26/2009

United States : North America : Macro View : Real Estate Sector : Residential

The December TIC Data

Rachel Ziemba 2/18/2009

United States : North America : Macro View : Markets

Meeting the U.S. Financing Needs

Arpitha Bykere, Rachel Ziemba and Mikka Pineda 2/18/2009

United States : North America : Finance and Banking : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Treasury's Financial Stability Plan: Will it Work?

Arpitha Bykere and Elisa Parisi-Capone 2/11/2009

United States : North America : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Fiscal Policy

ECB Monetary Policy: Tight-Fisted or Misunderstood?

Mikka Pineda 2/8/2009

Eurozone : Advanced Economies : Europe : Macro View : Monetary Policy and Inflation

Canadian 2009 Budget: How Much Will New Spending Stimulate the Canadian Economy?

Rachel Ziemba 1/26/2009

Canada : North America : Macro View : Fiscal Policy

Obama's Presidential Honeymoon Faces Daunting Economic and Geo-Politiclal Tasks

Arpitha Bykere, Rachel Ziemba, Kavitha Cherian and Jelena Vukotic 1/22/2009

United States : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

The U.S. Credit Card Industry in 2009

Mathias Kruettli 12/12/2008

United States : North America : Macro View : Monetary Policy and Inflation

The D-Word Pops Up Again in Japan: How Temporary?

Mary Stokes 12/8/2008

Japan : North East Asia : Asia/Pacific : Macro View : Current Account : External Balance

Record Corporate Bond Spreads: A Buying Opportunity?

Elisa Parisi-Capone 12/6/2008

United States : North America : Finance and Banking : Macro View : Asset Management and Portfolio Choice : Corporate Bonds and Leveraged Loans : Real Estate Sector

A Wakeup Call for the New Foreign Policy Team?

Rachel Ziemba, Kavitha Cherian, Jelena Vukotic and Christian Menegatti 12/3/2008

United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Canada's Fiscal Politics: The Plot Thickens

Rachel Ziemba 12/3/2008

Canada : North America : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Fiscal Policy

Focus on the U.S. Economy

Arpitha Bykere, Elisa Parisi-Capone and Rachel Ziemba 11/28/2008

United States : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Obama's Asian Priorities

Arpitha Bykere, Rachel Ziemba and Kavitha Cherian 11/18/2008

United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Looking for the Bottom

Christian Menegatti 11/16/2008

United States : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Barack Obama, the 44th President of the United States

Arpitha Bykere, Rachel Ziemba, Kavitha Cherian and Christian Menegatti 11/5/2008

United States : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Is the Worst Behind Us?

Christian Menegatti 10/16/2008

United States : Europe : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

U.S.-India Nuclear Accord: Nonproliferation Disaster or Landmark Deal?

Kavitha Cherian 10/3/2008

India : South East Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Nuclear Proliferation

Can a Market Meltdown be Prevented?

Elisa Parisi-Capone 10/1/2008

United States : North America : Macro View : Markets

U.S. Housing Retention Bill: How Effective in Stabilizing the U.S. Housing Market?

Arpitha Bykere and Christian Menegatti 9/19/2008

United States : North America : Macro View : Real Estate Sector : Residential

Quick Thoughts on Germany, 20 Years Later

Michael Moran 10/9/2009

Eurozone : Germany : Europe : Macro View

German Government and Business Responses to Sovereign Wealth

Rachel Ziemba 9/2/2008

Eurozone : Germany : Europe : Macro View : FX Reserves and Sovereign Wealth

Why Japan's Downturn May Not Be So Mild After All

Mary Stokes 9/2/2008

Japan : North East Asia : Asia/Pacific : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

U.S. Oil Production and Hurricanes: Insecurity of Demand Trumps Insecurity of Supply?

Rachel Ziemba 8/30/2008

United States : North America : Geostrategic and Long Term Issues : Markets : Energy Security and Supply Risks : Oil : Oil and Energy

Life Without Home Equity (Withdrawal) - Down to US$24 Billion in Q1 2008

Christian Menegatti 8/28/2008

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

U.S. Payrolls Indicate the Worst of the Labor Market is Yet to Come

Arpitha Bykere 8/1/2008

United States : North America : Macro View : Labor Markets and Productivity

So, Is This A U.S. Recession?

Christian Menegatti and Mikka Pineda 7/30/2008

United States : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Cross-Border Bank Lending and International Exposures: Who is Most Exposed to the U.S.?

Elisa Parisi-Capone 7/1/2008

United States : Europe : North America : Finance and Banking : Macro View : External Balance : Financial Systems and Regulation

Japense Inflation: The Good, the Bad and the Ugly

Mary Stokes 6/30/2008

Japan : North East Asia : Asia/Pacific : Macro View : Inflation Targeting : Monetary Policy and Inflation

Sovereign Wealth Fund Watch: U.S. Taxation and Banking Oversight

Rachel Ziemba 6/17/2008

United States : North America : Geostrategic and Long Term Issues : Macro View : Fiscal Policy : Foreign Policy and Geostrategic Risks : FX Reserves and Sovereign Wealth

Should Canada Save More of its Oil Windfall?

Rachel Ziemba 6/16/2008

Canada : North America : Macro View : Markets : Current Account : External Balance : Oil : Oil and Energy

Why is Canada Growing More Slowly than the U.S.?

Rachel Ziemba 6/5/2008

Canada : United States : North America : Macro View : Growth Outlook and Business Cycle

Natural Gas; Asian Equities; Japanese Exports; U.S. Inequality; Bolivian Referendum

Christian Menegatti 4/24/2008

Andean : Bolivia : Japan : North East Asia : United States : Asia/Pacific : North America : Markets : Equities : Natural Gas : Oil and Energy

Canadian Dollar and Oil: No Longer So Close

Rachel Ziemba 4/17/2008

Canada : North America : Markets : Currencies : Oil : Oil and Energy

ECB, BoT, BoK, BoE, BoJ; China; Mexico; Iceland

Christian Menegatti 4/10/2008

China : Iceland : Mexico : Nordics : North East Asia : Asia/Pacific : Europe : Latin America : Finance and Banking : Macro View

How Exposed is Canada to the U.S. Economy?

Rachel Ziemba 4/8/2008

Canada : United States : North America : Macro View : External Balance : Monetary Policy and Inflation

NATO; U.S. Employment; Peru Investment Grade; Hungary Political Turmoil

Christian Menegatti 4/3/2008

Andean : Central Europe : Hungary : Peru : United States : Europe : Latin America : North America : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : International Organizations : Labor Markets and Productivity

Iceland: Crisis Ahead?; Egypt's Inflation Troubles; Japan's Political Standoff; Argentina's Rural Strike

Christian Menegatti 3/27/2008

Argentina : Egypt : Iceland : Japan : Nordics : North East Asia : Asia/Pacific : Europe : Latin America : Middle East and Africa : Geostrategic and Long Term Issues : Macro View

Solutions for the Mortgage Crisis

Christian Menegatti 3/25/2008

United States : North America : Finance and Banking : Macro View : Real Estate and Mortgage Finance : Real Estate Sector

Canada: Recoupling?; Europe: Banking Troubles Ahead?; Asia: Sound but Vulnerable; Middle East: Shelter from Subprime?; Latin America: Resilient?

Christian Menegatti 3/20/2008

Canada : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Finance and Banking : Macro View : External Balance

Fed in Action: The Bear Stearns Aftermath

Christian Menegatti 3/18/2008

United States : North America : Macro View

Overview of Fed's New Lending Facilities

Elisa Parisi-Capone 3/17/2008

United States : North America : Finance and Banking : Macro View : Monetary Policy and Inflation

U.S. Retail Sales Drop; Eurozone; BoJ Standoff; Iran Elections

Christian Menegatti 3/13/2008

Eurozone : Iran : Japan : North East Asia : United States : Europe : Middle East and Africa : North America : Macro View

Anticipating the ECB’s Next Moves

Mikka Pineda 4/1/2009

Eurozone : Europe : Monetary Policy and Inflation : Money Markets

World Map of the U.S. Subprime Fallout

Mikka Pineda 8/1/2007

Australia : Pacific : United States : Asia/Pacific : Europe : Middle East and Africa : North America : Finance and Banking : Macro View : Current Financial Crisis : Real Estate and Mortgage Finance : Real Estate Sector : Systemic Risk, Vulnerabilities and Asset Bubbles

Can Japan Avoid Another Lost Decade?

Mikka Pineda 7/22/2009

Japan : North East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

East Asian Bank Sector Reform Since 1997

Mikka Pineda 7/22/2009

China : Japan : North East Asia : South Korea : Asia/Pacific : Finance and Banking : Banks and Risk Management

New Zealand Housing Boom Ends: Subprime Crisis Next?

Mikka Pineda 11/27/2007

New Zealand : Pacific : Asia/Pacific : Macro View : Real Estate Sector

Accrual Accounting for Governments

Mikka Pineda 10/16/2007

Australia : Japan : New Zealand : North East Asia : Pacific : Philippines : Asia/Pacific : Macro View : Markets : Fiscal Policy : Government Bonds

A New Deal

Mikka Pineda 8/8/2009

Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues

Fine-Tuning Australian Monetary Policy

Mikka Pineda 10/16/2009

Australia : Asia/Pacific : Macro View : Monetary Policy and Inflation

Is the U.S. Housing Sector Bottoming Out?

Christian Menegatti and Prajakta Bhide 9/29/2009

United States : North America : Macro View : Real Estate Sector

U.S. Real GDP Growth: Should We Really Get Excited?

Nouriel Roubini and Christian Menegatti 10/29/2009

United States : North America : Macro View : Growth Outlook and Business Cycle

Are Capital Controls in Fashion Again?

RGE Analyst Team 10/28/2009

Andean : Argentina : Bolivia : Brazil : Chile : Colombia : Ecuador : Mexico : Peru : Philippines : Portugal : Uruguay : Venezuela : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : Macro View : Capital Flows, FDIs, Capital Controls : External Balance

The Rising Sun also Sets

Michael Moran 10/7/2009

Japan : North East Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues

One Year After Obama's Election: Regulatory and Fiscal Challenges

Arpitha Bykere and Elisa Parisi-Capone 11/4/2009

United States : North America : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Fiscal Policy

Another Bleak U.S. Labor Market Report

Arpitha Bykere and Christian Menegatti 11/6/2009

United States : North America : Macro View : Labor Markets and Productivity

Germany, 20 Years On: Goals Reached?

Katharina Jungen 11/9/2009

Germany : Domestic Politics and Political Risks

Obama Sets New Myanmar Policy in Motion

Julie Ginsberg 11/13/2009

United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks

U.S. Retail Sales Grow in October, But Watch the Holiday Season

Christian Menegatti and Prajakta Bhide 11/16/2009

United States : North America : Macro View : Sectors and Industries

Deja Vu: Will the U.S. Undergo a Reprise of 1937?

Mikka Pineda 11/16/2009

United States : North America : Macro View : Current Financial Crisis : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Obama Tours Asia with a Full Agenda

RGE Analysts 11/18/2007

China : South East Asia : South Korea : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks

How Much Are Eurozone Banking Systems Borrowing from the ECB?

By Elisa Parisi-Capone 12/3/2009

Eurozone : Europe : Finance and Banking : Banks and Risk Management : Central Bank Transparency : International Financial Institutions

The ‘Mother of All Carry Trades’ Fuels the Mother of All Asset Bubbles and Its Eventual Unavoidable Bust

By Nouriel Roubini 11/1/2009

United States : All Regions : Markets : Capital Flows, FDIs, Capital Controls : Currencies : Systemic Risk, Vulnerabilities and Asset Bubbles

U.S. Home Prices and Mortgage Loan Loss Severity

By Prajakta Bhide, Christian Menegatti and Wenbo Zhu* 12/22/2009

United States : North America : Finance and Banking : Macro View : Real Estate and Mortgage Finance : Residential

Carry Trade Hotspots: A Currency by Currency Forecast for 2010

By Mikka Pineda, Mary Stokes, Bertrand Delgado, Mikko Forss, Kavitha Cherian, Arpitha Bykere and Christian Menegatti 1/4/2010

Brazil : Chile : Indonesia : Japan : Mexico : Norway : Philippines : Poland : South Africa : Sweden : Turkey : United States : Advanced Economies

Come to Mother: An RGE Strategy for the 2010 Carry Trade

Arnab Das, Natalia Gurushina, Jennifer Kapila, Elisa Parisi-Capone 1/4/2010

Brazil : Chile : Indonesia : Japan : Mexico : Norway : Philippines : Poland : South Africa : Sweden : Turkey : United States : Finance and Banking : Banks and Risk Management

RGE Currency Outlook: The Norwegian Krone

By Mikko Forss 1/1/2010

Norway : Europe : Currencies

RGE Currency Outlook: The Australian Dollar

By Mikka Pineda 1/1/2010

Australia : Asia/Pacific : Currencies

RGE Currency Outlook: The New Zealand Dollar

By Mikka Pineda 12/1/2009

New Zealand : Asia/Pacific : Currencies

RGE Currency Outlook: The U.S. Dollar

By Mikka Pineda and Christian Menegatti 1/1/2010

United States : North America : Currencies

RGE Currency Outlook: The Japanese Yen

By Mikka Pineda 1/1/2010

Japan : Asia/Pacific : Currencies

RGE Currency Outlook: The Swiss Franc

By Mikka Pineda 1/1/2010

Switzerland : Europe : Currencies

Canada Economic Outlook, Q4 2009

Rachel Ziemba 10/7/2009

Canada

Germany Economic Outlook, Q4 2009

Katharina Jungen 10/7/2009

Germany

France Economic Outlook, Q4 2009

Katharina Jungen 10/7/2009

France

Italy Economic Outlook, Q4 2009

Christopher Mooney 10/7/2009

Italy

Greece Economic Outlook, Q4 2009

Jelena Vukotic 10/7/2009

Greece

United Kingdom Economic Outlook, Q4 2009

Christopher Mooney 10/7/2009

United Kingdom

Switzerland Economic Outlook, Q4 2009

Katharina Jungen 10/7/2009

Switzerland

Norway Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Norway

Sweden Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Sweden

Finland Economic Outlook, Q4 2009

Mary Stokes 10/7/2009

Finland

Japan Economic Outlook, Q4 2009

Mikka Pineda 10/7/2009

Japan

Australia Economic Outlook, Q4 2009

Mikka Pineda 10/7/2009

Australia

New Zealand Economic Outlook, Q4 2009

Mikka Pineda 10/7/2009

New Zealand

Global Imbalances Outlook, Q4 2009

Rachel Ziemba 10/7/2009

China : United States : Advanced Economies : Emerging Markets : Macro View : Current Account : External Balance : Systemic Risk, Vulnerabilities and Asset Bubbles

Canada Economic Outlook, Q3 2009

Rachel Ziemba 7/24/2009

Canada

Eurozone Economic Outlook, Q3 2009

Elisa Parisi-Capone 7/24/2009

Eurozone

Germany Economic Outlook, Q3 2009

Katharina Jungen 7/24/2009

Germany

France Economic Outlook, Q3 2009

Katharina Jungen 7/24/2009

France

Italy Economic Outlook, Q3 2009

Christopher Mooney 7/24/2009

Italy

Spain Economic Outlook, Q3 2009

Christopher Mooney 7/24/2009

Spain

United Kingdom Economic Outlook, Q3 2009

Christopher Mooney 7/24/2009

United Kingdom

Nordic Region Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Nordics

Norway Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Norway

Sweden Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Sweden

Denmark Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Denmark

Finland Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Finland

Iceland Economic Outlook, Q3 2009

Mary Stokes 7/24/2009

Iceland

Sovereign Debt: The Developed World’s Next Big Problem?

By Arpitha Bykere, Elisa Parisi-Capone, and Katharina Jungen 1/13/2010

France : Germany : Greece : Italy : Japan : Spain : United Kingdom : United States : North America : Macro View : Government Bonds

Japan Economic Outlook, Q3 2009

Mikka Pineda 7/24/2009

Japan

Australia Economic Outlook, Q3 2009

Mikka Pineda 7/24/2009

Australia

New Zealand Economic Outlook, Q3 2009

Mikka Pineda 7/24/2009

New Zealand

Global Imbalances Outlook, Q3 2009

Rachel Ziemba 7/24/2009

China : United States : Advanced Economies : Emerging Markets : Macro View : Current Account : External Balance : Systemic Risk, Vulnerabilities and Asset Bubbles

Climate Change Outlook, Q3 2009

Kavitha Cherian & Rachel Ziemba 7/24/2009

United States : Climate Change

The Greece Dilemma: Sovereign Debts Imperiling the Euro and Challenging EU Ties

By Arnab Das, Elisa Parisi-Capone and Natalia Gurushina 1/19/2010

Eurozone : Greece : Israel : Turkey : Europe : Finance and Banking : Markets : Banks and Risk Management : Currencies : Fiscal Policy : FX Reserves and Sovereign Wealth

Housing Starts: No Reason to Expect a Strong Recovery in 2010

By Prajakta Bhide 1/20/2010

United States : North America : Real Estate Sector : Residential

Comparing 2010 Growth Forecasts for Major Economies

By Rachel Ziemba, Elisa Parisi-Capone, Christian Menegatti, Arpitha Bykere, Bertrand Delgado and Mikka Pineda 1/21/2010

Brazil : China : Eurozone : India : Japan : Russia : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : North America : Macro View : Growth Outlook and Business Cycle

EconoMonitors

Finance & Markets Monitor

Enron and Merrill, Greece and Goldman

Simon Johnson Mar 16, 2010

Nouriel Roubini's EconoMonitor

Roubini CNBC Interview on the Economy

Nouriel Roubini Mar 16, 2010

Europe EconoMonitor

Serious Problems Emerge for the F-UK-De Group of Countries

Edward Hugh Mar 16, 2010

US EconoMonitor

Will Consumer Demand Falter in Q2

Barry Ritholtz Mar 16, 2010

US EconoMonitor

Health Care 2010 and 1994, and the Political Lessons of History

Robert Reich Mar 16, 2010

Europe EconoMonitor

A Little EMFathy with Greece

Emre Deliveli Mar 15, 2010

US EconoMonitor

The End of Gradualism?

Models & Agents Mar 15, 2010

Peterson Institute for International Economics Monitor

China’s Dollar Leverage Is an Exaggerated Threat

Steve Weisman and Joseph E. Gagnon Mar 15, 2010

US EconoMonitor

The Mindset Will Not Change; a Depressionary Relapse May Be Coming

Edward Harrison Mar 15, 2010

RGE Analysts' EconoMonitor

Still Buying Treasurys…

Rachel Ziemba Mar 15, 2010

Daily Digest

Opinions

Russia: The Homestretch for START (Strategic Arms Reduction Treaty)

The Moscow Times  Daryl G. Kimball Mar 17, 2010

News

French and German media divided over Lagarde

FT  Mar 16, 2010

News

Dow's Winning Streak at 6 After Fed Decision

Wall Street Journal  Peter A. Mckay Mar 16, 2010

News

Dollar Drops as Fed Keeps Rates Near Zero for Extended Time

Bloomberg  Ben Levisohn and Inyoung Hwang Mar 16, 2010

News

Japan’s 5-Year Notes Rise a 2nd Day on View BOJ to Ease Policy

Bloomberg  Yasuhiko Seki Mar 16, 2010

News

Copper Climbs Most in Two Weeks as Weak Dollar Boosts Demand

Bloomberg  Millie Munshi et al Mar 16, 2010

News

Swiss Government Upgrades Forecasts

Wall Street Journal  Martin Gelnar Mar 16, 2010

News

UK tech companies call for government tax breaks

Register   Kelly Fiveash Mar 16, 2010

News

Fed funds futures' murky outlook

MarketWatch  Deborah Levine Mar 16, 2010

Blogs

Why allocators need to take Japan seriously

Citywire  Tom Elliott Mar 16, 2010

Blogs

Former Atlanta Fed Chief Calls for Rate Hike

Pragmatic Capitalist  Phillip L. Zweig Mar 16, 2010

News

Switzerland: Economic Perspectives Slightly Brightening Up in 2010

Seco  Feb 16, 2010

Blogs

Gensler on CDS regulation: many a mixed metaphor

FT Alphaville  Stacy-Marie Ishmael Mar 16, 2010

Blogs

Lay off Citi

FT Alphaville  Paul Murphy Mar 16, 2010

Opinions

Is Italy the real joker in the eurozone pack?

FT  Mar 16, 2010

Research

The U.S. Federal Debt Outlook: Reading the Tea Leaves

IMF  Oya Celasun and Geoffrey Keim Mar 16, 2010

News

Renewable Energy Remains an Expensive Proposition for Electric Utilities

Seeking Alpha  Mar 15, 2010

Analysis

Industrial Price Signals Should Boost the Fed’s Confidence in US Economic Recovery

AllianceBernstein  Mar 16, 2010

Blogs

Factsheet: Senate Financial-Regulation Bill

Real Time Economics  Mar 16, 2010

Blogs

Senator Kaufman: Fraud Still At The Heart Of Wall Street

The Baseline Scenario  Mar 16, 2010

Analysis

Italy's regional elections: Berlusconi's burlesque - A farcical failure to register candidates in time

Economist  Mar 16, 2010

Blogs

Japan's Bumblebee Moment May Be Over

Seeking Alpha  Claus Vistesen Mar 16, 2010

Blogs

And From Berlin Down to Beijing, Can’t You Just Hear Those Factories Hum?

Fistful of Euros  Mar 16, 2010

News

Governors Seek National Power Standard to Boost Wind Industry

Bloomberg  Kim Chipman Mar 16, 2010

Opinions

Give the Bank of Japan a Break: Monetary policy has its limits as a form of stimulus.

Wall Steet Journal  Mar 16, 2010

News

Obama Aides See Jobless Rate Elevated for ‘Extended Period’

Bloomberg  Mar 16, 2010

News

Brazil Sanctions Raise Concern on Investment Climate, USTR Says

Bloomberg  Iuri Dantas Mar 16, 2010

Analysis

Despite Netherlands economic recovery: crisis will be felt in public finances for a long time

CPB  Mar 16, 2010

Blogs

"Greek Crisis Is Over, Region Safe", Prodi Says - I say Liar, Liar, Pants on Fire!

BoomBustBlog  Reggie Middleton Mar 16, 2010

Analysis

THE LISBON SCORECARD X The road to 2020

Center for European Reform  Mar 16, 2010

Blogs

US Criticism Of China to Intensify

Credit Writedowns  Mar 16, 2010

Blogs

When the Patina Fades... The Rise and Fall of Goldman Sachs???

BoomBustBlog  Reggie Middleton Mar 16, 2010

Analysis

Euro zone Economic recovery and exit strategies

ECB  Mar 16, 2010

Analysis

Evaluating Key Aspects of Senator Dodd’s Revised Financial Reform Bill

Brookings Institute  Mar 16, 2010

Analysis

Action on environment should be part of Greek economic recovery plan, says OECD

OECD  Mar 16, 2010

Opinions

Speech by Spencer Dale: QE - ONE YEAR ON

Bank of England  Mar 16, 2010

Opinions

The Evolution Of ETFs

SFGate  Todd Shriber Mar 16, 2010

Blogs

S&P Sells Out (Again), Confirms Greece At BBB+, Removes Greece From CreditWatch Negative, Sends Market Higher

Zero Hedge  Mar 16, 2010

News

The new electronic trading systems

Ivy Capital  Mar 16, 2010

Opinions

Five Lies About the American Economy

Reason  Tim Cavanaugh Mar 16, 2010

News

Lehman plans to end bankruptcy, create new company

Reuters  Emily Chasan Mar 16, 2010

Blogs

Financial Regulatory Reform Update

Calculated Risk  Mar 16, 2010

News

UK wants "improvement" on EU hedge fund rules

Reuters  Matt Falloon and Ron Askew Mar 16, 2010

Blogs

EU Puts Off New Rules for Hedge Funds

DealBook  Mar 16, 2010

Analysis

Euro zone Creeping Caution – Support for a robust recovery is crumbling

ING  Mar 16, 2010

Blogs

A new round of short-sale bans sure to ire the hedge fund industry, but do they work?

All About Alpha  Mar 16, 2010

Opinions

When the U.S. Becomes Greece: Drivel from the Deficit Hawks

Center for Economic and Policy Research  Mar 16, 2010

Blogs

Regulators take note: New research finds mutual fund managers do better, not worse, when they also manage “side-by-side” hedge funds

All About Alpha  Mar 16, 2010

News

Nord Stream wins funding for Baltic pipeline

Financial Times  Carola Hoyos Mar 16, 2010

Blogs

FOMC: Will They or Won't They?

Seeking Alpha  Mar 16, 2010

Analysis

Panel says Chinese currency manipulation costs jobs

Economic Policy Institute  Mar 16, 2010

Opinions

Behind the Mexican drug war

San Francisco Bay Guardian  John Ross Mar 16, 2010

Analysis

Spain: From model country to crisis, a predictable decline

Natixis  Mar 16, 2010

Analysis

Canada: Economic & Financial Market Outlook

RBC Economics  Craig Wright et al Mar 16, 2010

Analysis

Why monetary freedom (a flexible exchange rate) is important in a country in trouble: The examples of the United Kingdom and Spain

Natixis  Mar 16, 2010

Analysis

Is Greece suffering because of Germany, and will it be saved by Germany?

Natixis  Mar 16, 2010

Analysis

An analysis of the Local Jobs for America Act

Economic Policy Institute  Mar 16, 2010

News

Canada’s Flaherty Says Currency Is ‘Competitive’

Bloomberg  Chris Fournier and Michael McKee Mar 16, 2010

Analysis

UCITS - The Future of Regulated Funds?

Preqin  Preqin Research Mar 16, 2010

Analysis

The revenge of the northern eurozone countries

Natixis  Mar 16, 2010

Analysis

Euro zone: The sentiment for gold

Uninews  Mar 16, 2010

Analysis

The UK’s hope for an export led recovery faded

RBS  Mar 16, 2010

Blogs

No, it’s true – everyone is shorting the euro

FT Alphaville  Izabella Kaminska Mar 16, 2010

Analysis

Potential Effects of the Patient Protection and Affordable Care Act on Discretionary Spending

Congressional Budget Office  Mar 16, 2010

Analysis

Canada: Global Positioning Strategies March 10, 2010

CIBC  Mohammed Ahmed et al Mar 10, 2010

Analysis

German exports slumped in January

BBVA  Mar 16, 2010

Blogs

Cashflow, Spanish banks and ECB support?

FT Alphaville  Izabella Kaminska Mar 16, 2010

Analysis

Cdn Housing: Palace in Wonderland

BMO Capital Markets  Douglas Porter Mar 15, 2010

Analysis

Industrial production falls in the UK, but rises in Germany, France and Italy

SSGA  Mar 16, 2010

Opinions

History suggests that the winners from a recession tend to win big

WSJ  Jeremy Warner Mar 16, 2010

Analysis

Canadian Productivity & Manufacturing: Mission Possible

BMO Capital Markets  Douglas Porter Mar 16, 2010

Analysis

Household Balance Sheet Improves, But Debt Growth Constrains Net Worth

TD Bank Economics  Diana Petramala Mar 15, 2010

Analysis

Germany’s final withholding tax: Revenue stable

DB  Mar 16, 2010

Opinions

A durable, serious and balanced US strategy for ASEAN

East Asia Forum  Ernest Bower Mar 16, 2010

News

Housing Starts Tumble

WSJ  Jeff Bater and Tom Barkley Mar 16, 2010

Analysis

The Weekly Bottom Line March 12, 2010

TD Bank Economics  Pascal Gauthier et al Mar 12, 2010

Opinions

The real costs and benefits of investment treaties

East Asia Forum  Jonathan Bonnitcha Mar 16, 2010

News

Athens awaits EU verdict on aid

Ekathimerini  Mar 16, 2010

News

Ireland's Cowen in Washington for talks

Irish Times  Mar 16, 2010

Blogs

Health Care 2010 and 1994, and the Political Lessons of History

Robert Reich  Mar 16, 2010

News

Greek Downgrade Threat Lowered by S&P on Deficit Plan

Bloomberg  Matthew Brown Mar 16, 2010

News

EU car sales rise 3% in February

Irish Times  Mar 16, 2010

News

Ireland: Bond auction raises €1.5bn

Irish Times  Mar 16, 2010

Analysis

United States The Coming Rebound in Private Credit Demands

Morgan Stanley  Mar 16, 2010

News

Housing Starts in U.S. Declined 5.9% in February

Bloomberg  Shobhana Chandra Mar 16, 2010

Blogs

Housing Starts Decline in February

Calculated Risk  Mar 16, 2010

Analysis

Swiss economy outperforms but concerns remain

Swiss Info  Mar 16, 2010

Blogs

Dick Fuld? Not a bad guy (and other contrarian takes on LEH)

FT Alphaville  Mar 16, 2010

Analysis

Europe Lightens Up On Greece

Forbes  Mar 16, 2010

Opinions

Battle over Afghan peace talks intensifies

Asia Times  Gareth Porter Mar 17, 2010

Analysis

Housing Starst Weak, Prior Month Revised Sharply Higher

TD Bank Financial Group  Mar 16, 2010

Analysis

Local Markets Mover - Turkey: BoP Inflows Remain Weak; CEE: Forfeiting Devaluation Blessing? Poland: Strong PLN Raises Concerns; Iceland, Icesave and Sovereign Risk

BNP Paribas  Mar 12, 2010

Analysis

Global Markets March 11, 2010

TD Bank Securities  Richard Kelly et al Mar 11, 2010

Analysis

Germany's Exports Spur Debate

Wall Street Journal  Vanessa Fuhrmans Mar 16, 2010

Analysis

U.K. Needs Commitment to Low Taxes

Wall Street Journal  Patience Wheatcroft Mar 16, 2010

Analysis

Canada: Monthly Survey of Manufacturing January 2010

Statistics Canada  Mar 16, 2010

News

Germany: No Decision on Greek Aid

Wall Street Journal  Andrea Thomas Mar 16, 2010

Analysis

Nicolas Sarkozy's party takes a battering in France's regional elections

The Economist  Mar 16, 2010

Blogs

Interest rate shock in UK, Spain, Netherlands

FT Alpahville  Izabella Kaminska Mar 16, 2010

RGE GLOBAL ECONOMIC OUTLOOK

Table of Contents

Economic Outlooks:
Global | U.S. | Japan | China | Eurozone
Germany | France | UK | India | Brazil

Global Issues
Growth and CPI | Commodities | Trade | Imbalances

Featured Issue

Featured Briefing Image

Featured Analysis

U.S. Growth Outlook: Still Anemic and U-Shaped but Risks of a Double-Dip Recession Are Rising

Nouriel Roubini Mar 04, 2010

“The macro news, including data on consumer confidence, home sales, construction and employment, actually suggests a significant downside risk even to the anemic 2.7% growth which RGE forecast for H1.”

Featured EconoMonitor Post

Nouriel Roubini's EconoMonitor

Roubini CNBC Interview on the Economy

Nouriel Roubini Mar 16, 2010

CNBC -- Wall Street's Fear Gauge (Click for Video

[...]

FEATURED @ RGE

Brazil: Monetary Policy

When Will Brazil's Central Bank Start the Tightening Cycle?

United States: Monetary Policy

When Will the Fed Hike Rates?

Post-Crisis Regulatory Reforms in the U.S.

Chairman Christopher Dodd Unveils Draft Bill on Financial Regulation: Will the Fed Get More Powers?

Russian Domestic Politics

United Russia Still Dominant, Despite Protests

Iran's Nuclear Program

How Are Iran's Neighbors Responding to its Nuclear Program?

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