skip to main content

United States

Featured Content

United States: Production and Investment

U.S. Manufacturing Surveys Point to Weaker Activity in Early May

United States: Monetary Policy

U.S. April FOMC Meeting Minutes: Hawkish, but Not Entirely So

North America Weekly

U.S.: Watch Dim Retail Sales and FOMC Minutes

Prajakta Bhide, Rachel Ziemba, Dev Ashish, Pushpak Sarkar and Debraj Bagchi May 14, 2012

U.S. Consumption: Real Spending Picks up in February

U.S. Consumption: Retail Sales Show Dim Gain

Market Strategy

Sterilized = Unsterilized in a Liquidity Trap

David Nowakowski May 11, 2012

Macroeconomy

Regulation and Banks

JPMorgan Trading Debacle: Bolstering the Case for Volcker Rule?

Value-at-Risk or Expected Shortfall: JP Morgan Ranks Second in NYU Stern's Systemic Risk Index

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

United States: Production and Investment

U.S. Manufacturing Surveys Point to Weaker Activity in Early May

U.S. Inventories: Total Business Inventory Continues its Momentum in March

United States : North America : Macroeconomy : Sectors and Industries :

United States: Real Estate

U.S. Existing Home Sales Rebound in April; Home Prices Gain

U.S. Housing Starts Rebound; Building Permits Decline in April

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

U.S. Consumption: Real Spending Picks up in February

U.S. Consumption: Retail Sales Show Dim Gain

U.S. Consumers: Mild Uptick in Sentiment Index in April; Employment Gains Fade

United States : North America : Macroeconomy :

United States: Fiscal Policy

U.S. Credit Rating: Fitch Assigns a Negative Outlook, Maintains Rating

U.S. Fiscal Policy: Congressional Super Committee Fails to Agree on US$1.2 Trillion Deficit Reduction

United States : North America : Macroeconomy : Fiscal Policy :

United States: Labor Market

U.S. Labor Market: U.S. Payrolls Bounce by 115,000 in April; Unemployment Rate Mildly Declines to 8.1%

U.S. Productivity Growth Slows in Q2

United States : Advanced Economies : North America : Macroeconomy : Labor Markets and Productivity :

United States: Price Dynamics (Inflation/Deflation)

U.S. Inflation: Headline Remains Flat but Core Steady in April

U.S. Headline PPI Pulled Down by Rising Energy Prices; Core PPI Shows Softer Gain in April

United States : North America : Macroeconomy : Monetary Policy and Inflation :

United States: Monetary Policy

U.S. April FOMC Meeting Minutes: Hawkish, but Not Entirely So

Major Central Banks Cut Dollar Swap Rates to Ease EZ Funding Stress

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

United States: External Sector

U.S. Trade Deficit Widens in March as Expected

U.S. TIC Data: Reserve Accumulation Leads to Foreign Treasury Purchases

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

United States: Economic Profile

U.S. Q1 2012 GDP Growth Slows to 2.2%; Defense Outlays Continue to Decline

U.S. Manufacturing Surveys Point to Weaker Activity in Early May

United States : Advanced Economies : North America : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle :

The G20's Role in Economic Policy Making

The G20: A Small Step Toward Coordination of Imbalances?

Australia : Canada : China : Gulf Cooperation Council : India : Indonesia : Japan : Northeast Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South Korea : Southeast Asia : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Macroeconomy : IMF and International Economic Institutions : International Organizations : Trade and External Balance :

Central Bank Reserves Diversification

Reserves Shifting Away From the Dollar?

Russia's FX Reserves: Diversifying from the Dollar?

United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Macroeconomy : Markets : Currencies : FX Reserves and Sovereign Wealth : Trade and External Balance :

United States: Entitlement Reform

U.S. Healthcare Reform and Repeal: Legislation a Work in Progress

Can U.S. Health-Care Reform Be Financed Without Raising the Fiscal Burden?

United States : North America : Geostrategy : Macroeconomy : Demographics : Fiscal Policy :

Unconventional Monetary Policy

UK: Bank of England Keeps Rates Unchanged; No Further QE

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

United States: Future Federal Reserve Policy Regimes

Will the Fed Switch to a New Benchmark Interest Rate?

Will the Fed Become an Inflation Targeter?

United States : North America : Macroeconomy : Monetary Policy and Inflation :

United States: Influence and the Global Economic Crisis

United States : Advanced Economies : North America : Geostrategy : Macroeconomy : Current Financial Crisis : Foreign Policy and Geostrategic Risks : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles :

Markets

United States: Oil Production and Supply

U.S. Energy Policy: Keystone Partially Kicked Down the Road

What is the Future of Alaskan Oil Supply?

United States : North America : Geostrategy : Markets : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Foreign and Domestic Political Risk : Oil : Oil and Energy :

Central Bank Reserves Diversification

Reserves Shifting Away From the Dollar?

Russia's FX Reserves: Diversifying from the Dollar?

United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Macroeconomy : Markets : Currencies : FX Reserves and Sovereign Wealth : Trade and External Balance :

United States: Climate Change Policy

EPA Rulings on CO2: Is Regulation the Right Answer?

What Scope for U.S.–China Climate Cooperation?

United States : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

United States: Corporate Bonds

Investment-Grade Bonds: How Sustainable Is the Rally?

Risk Aversion Hits the Corporate Bond Market

United States : Advanced Economies : North America : Markets : Corporate Bonds and Leveraged Loans : Credit : Money Markets :

Global Monetary System

Could the SDR Play a Larger Role in the International Monetary System?

Is There a Role for Gold in the International Monetary System?

United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Government Bonds/Interest Rates : Monetary Policy and Inflation :

Biofuel

U.S. Ethanol Exports Soaring

Greening Transport: Electric, Gas or Ethanol?

China : Northeast Asia : United States : Asia/Pacific : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

United States: Equities

U.S. Equities Rally as 2011 Outlook Improves

S&P 500 Q4 2010 Earnings: Another Strong Season?

United States : North America : Markets : Equity :

United States: U.S. Dollar Long-Term

Russia's FX Reserves: Diversifying from the Dollar?

Is the Reduced U.S. Home Bias a Cause or Consequence of USD Weakness?

United States : North America : Markets : Currencies :

Leveraged Loans and Collateralized Loan Obligations (CLO)

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

High-Yield Bonds and Distressed Debt

High-Yield Bonds Back at Par: Where to Go from Here?

United States : Advanced Economies : North America : Markets : Corporate Bonds and Leveraged Loans : Credit : Nonbank Intermediaries :

Global Military Spending

Global Military Spending Still on the Rise?

China : Gulf Cooperation Council : Northeast Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Markets : Defense Policy and Terrorism : Foreign and Domestic Political Risk : Sectors and Industries :

Dark Liquidity Pools

The 'Flash Crash' of May 6: SEC Releases Final Report

'Flash Orders' and 'Naked Access' :Rules Open to Interpretation

United States : Advanced Economies : Europe : North America : Finance and Banking : Markets : Equity : Nonbank Intermediaries :

United States: U.S. Dollar Short-Term

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

How Will U.S. Protectionism Affect the U.S. Dollar?

United States : North America : Markets : Currencies :

Credit Defaults Swaps on Asset-Backed Securities (ABCDS)

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

Monoline Insurance

United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :

Commercial Paper

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

Auction-Rate Securities

United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :

Cash Bond - CBS Basis Comparison

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

Petrodollars

Where are Petrodollars Now? Funnelled into Domestic Projects?

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

Finance & Banking

Regulation and Banks

JPMorgan Trading Debacle: Bolstering the Case for Volcker Rule?

Value-at-Risk or Expected Shortfall: JP Morgan Ranks Second in NYU Stern's Systemic Risk Index

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

Banks and Litigations Risks

U.S. Foreclosure Mess: Banks Restart Proceedings Amid Investigations

How Much Will the U.S. Foreclosure Mess Cost?

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

Financial Conditions and Liquidity

Central Banks' Collateral Frameworks and Non-Standard Measures

Bank Lending Surveys: Moderate Recovery in U.S. Loan Demand

Emerging Europe and CIS : Eurozone : Sub-Saharan Africa : United States : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Finance and Banking : Banks :

United States: Real Estate

U.S. Existing Home Sales Rebound in April; Home Prices Gain

U.S. Housing Starts Rebound; Building Permits Decline in April

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

United States: Monetary Policy

U.S. April FOMC Meeting Minutes: Hawkish, but Not Entirely So

Major Central Banks Cut Dollar Swap Rates to Ease EZ Funding Stress

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

Delinquencies and Foreclosures in the Residential Mortgage Market

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

Credit Rating Agencies

Credit Rating Agencies: Banks Warned About Move to Remove Ratings

Eurozone : United States : Europe : North America : Finance and Banking : Banks : Capital Market Intermediaries : Financial Regulation :

Resolution of Troubled Financial Institutions

Contingent Convertibles(CoCos): Europe to Use CoCos to Aid Ailing Banks

Too Big to Fail Status Report: Unwieldy Dodd-Frank Legislation Faces Backlash

United States : Advanced Economies : Europe : North America : Finance and Banking : Banks : Financial Regulation : Nonbank Intermediaries :

OTC Derivatives Regulation

OTC Derivatives Regulation: Meet EMIR - EU Equivalent to Dodd-Frank

Central OTC Derivatives Counterparties: New Guidelines for Clearing and Reporting

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

Global Monetary System

Could the SDR Play a Larger Role in the International Monetary System?

Is There a Role for Gold in the International Monetary System?

United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Government Bonds/Interest Rates : Monetary Policy and Inflation :

Hedge Fund and Private Equity Regulation

Hedge Fund Regulation: SEC Eases Regulation for Private Funds

Hedge Fund and Private Equity in Europe: EU Directive Set to Become Law

United States : Advanced Economies : Europe : North America : Finance and Banking : Financial Regulation : Nonbank Intermediaries :

Public-Private Investment Program (PPIP) and TALF

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

Government Sponsored Enterprises

Proposal For New Agency to Replace Fannie-Freddie

Federal Housing Finance Agency Sues 17 U.S. Banks

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

Unconventional Monetary Policy

UK: Bank of England Keeps Rates Unchanged; No Further QE

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

Leveraged Loans and Collateralized Loan Obligations (CLO)

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

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

Commercial Real Estate Loss Estimates

Commercial Mortgage-Backed Securities (CMBS): Fundamentals

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

Dark Liquidity Pools

The 'Flash Crash' of May 6: SEC Releases Final Report

'Flash Orders' and 'Naked Access' :Rules Open to Interpretation

United States : Advanced Economies : Europe : North America : Finance and Banking : Markets : Equity : Nonbank Intermediaries :

Credit Defaults Swaps on Asset-Backed Securities (ABCDS)

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

Counterparty Risk Management and Central Clearinghouse

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

Monoline Insurance

United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :

Commercial Paper

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

Auction-Rate Securities

United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :

Special Purpose Vehicles (SPV)

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

CDS Trading Strategies

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

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

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

Cash Bond - CBS Basis Comparison

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

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 :

Private Investment in Public Equity (PIPE)

United States : North America : Finance and Banking : Nonbank Intermediaries :

Private Mortgage Insurers

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 :

Covered Bonds

Covered Bonds: Australia Will Legalize; EU Considers Loosening Basel III Rules

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

Fair Value Accounting

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

United States: Credit Card Industry

United States : North America : Finance and Banking :

Speculation

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

Geostrategy

United States: Economic Profile

U.S. Q1 2012 GDP Growth Slows to 2.2%; Defense Outlays Continue to Decline

U.S. Manufacturing Surveys Point to Weaker Activity in Early May

United States : Advanced Economies : North America : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle :

Russia and the U.S.

U.S.-Russia Ties: A New START

U.S. Scales Down Missile Shield in Eastern Europe

Baltics : Commonwealth of Independent States : Emerging Europe and CIS : Eurozone : Russia : Russia, CIS and the Caucasus : United States : Europe : North America : Geostrategy : Defense Policy and Terrorism : Foreign Policy and Geostrategic Risks : Nuclear Proliferation :

United States: Oil Production and Supply

U.S. Energy Policy: Keystone Partially Kicked Down the Road

What is the Future of Alaskan Oil Supply?

United States : North America : Geostrategy : Markets : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Foreign and Domestic Political Risk : Oil : Oil and Energy :

The G20's Role in Economic Policy Making

The G20: A Small Step Toward Coordination of Imbalances?

Australia : Canada : China : Gulf Cooperation Council : India : Indonesia : Japan : Northeast Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South Korea : Southeast Asia : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Macroeconomy : IMF and International Economic Institutions : International Organizations : Trade and External Balance :

United States: Domestic Politics

GOP Exploratory Committees Kick-off 2012 U.S. Presidential Race

U.S. Energy Policy: Keystone Partially Kicked Down the Road

United States : North America : Geostrategy : Foreign and Domestic Political Risk :

United States: Climate Change Policy

EPA Rulings on CO2: Is Regulation the Right Answer?

What Scope for U.S.–China Climate Cooperation?

United States : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Nuclear Weapons Proliferation

Pakistan's Growing Nuclear Arsenal—A Growing Risk for the U.S.

Is Nuclear Energy the Key to Middle East Power Needs?

Egypt : United States : Middle East and Africa : North America : Geostrategy : Defense Policy and Terrorism : Nuclear Proliferation :

United States: Entitlement Reform

U.S. Healthcare Reform and Repeal: Legislation a Work in Progress

Can U.S. Health-Care Reform Be Financed Without Raising the Fiscal Burden?

United States : North America : Geostrategy : Macroeconomy : Demographics : Fiscal Policy :

Biofuel

U.S. Ethanol Exports Soaring

Greening Transport: Electric, Gas or Ethanol?

China : Northeast Asia : United States : Asia/Pacific : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :

Alternative Transport Fuels

Greening Transport: Electric, Gas or Ethanol?

United States : Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Policy :

United States: Defense Policy and Spending

Will Bin Laden's Death Mute the Activity of Al Qaeda?

United States : North America : Geostrategy :

Global Military Spending

Global Military Spending Still on the Rise?

China : Gulf Cooperation Council : Northeast Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Markets : Defense Policy and Terrorism : Foreign and Domestic Political Risk : Sectors and Industries :

United States-Turkey Relations

Erdogan Visit Highlights Turkey's Economic and Political Ties With the Middle East

Turkey's Foreign Policy: Mending Ties With France; Genocide Bill Deemed Unconstitutional

Turkey : United States : Europe : North America : Geostrategy : Energy Security and Policy : Foreign Policy and Geostrategic Risks :

United States: Influence and the Global Economic Crisis

United States : Advanced Economies : North America : Geostrategy : Macroeconomy : Current Financial Crisis : Foreign Policy and Geostrategic Risks : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles :

United States-Iran Relations

Strained by Sanctions, Iran Offers Oil at a Discount: Any Takers?

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

United States : Middle East and Africa : North America : Geostrategy : Foreign Policy and Geostrategic Risks :

Key Indicators

BOP Current Account balance
 SA - United States
-109.16, -109.16, -123.28, -123.28, -123.28 -123.28
Gross Domestic Product
 Real %Chg P/P - United States
3.7, 1.7, 2.6, 3.1, 1.8 1.8
CPI-U All Items U.s. City Average SA 1982-84=100
United States
1.39, 1.66, 2.16, 2.7, 3.13 3.13
Unemployment Rate
Percent, SA - United States
9.4, 9, 8.9, 8.8, 9 9
Dollar exchange rate
 USD/Euro - Eurozone
1.4, 1.39, 1.38, 1.38, 1.39 1.39
US Federal Funds Target Rate
Yield
0.25, 0.25, 0.25, 0.25, 0.25 0.25
TRYUS10Y
Yield
3.15, 3.12, 3.18, 3.17, 3.15 3.15
data by Factset

United States Outlook: Sticking to Our Story

Our views on U.S. growth in 2012 remain broadly unchanged from our February Outlook. Labor market data have remained positive, while some key data have continued to show weakness. With financial conditions still benign, the probability of a recession appears to be materially lower (about 20%); higher gasoline prices remain the key downside risk to growth and upside risk to inflation (though the impact on inflation would be temporary). We have lowered the probability of more easing from the Fed in June but still view a sterilized mortgage-backed securities (MBS) program as more likely than not.

Read the latest United States Outlook

Market Strategy

Market Strategy

Sterilized = Unsterilized in a Liquidity Trap

By David Nowakowski May 11, 2012

Cross Asset Monthly

Commodities: Will QE3 Mitigate Near-Term Downsides?

By Gary Clark May 7, 2012

Market Strategy

Macro and Market Outlook: May 2012

By the RGE Economic Research and Market Strategy Teams May 7, 2012

Market Strategy

Finance and Banking Monthly: The Evolution of Financial Subordinated Debt

By Jennifer Kapila and David Nowakowski Apr 12, 2012

Cross Asset Monthly

Currencies: China Drives USD Prospects

By Michael Hart Apr 4, 2012

Cross Asset Monthly

Governnment Bonds/Rates: A Bull Long in the Tooth

By David Nowakowski Feb 9, 2012

Cross Asset Monthly

Currencies: Stay Defensive

By Michael Hart Jan 11, 2012

Cross Asset Monthly

Government Bonds/Rates: You’ll Take Your 1% and Like It!

By David Nowakowski Jan 11, 2012

Market Strategy

What Would it Take to Make a State Go Bust?

By David Nowakowski and Prajakta Bhide Dec 23, 2011

Market Strategy

Going Long Volatility

By Gina Sanchez and Dayna Goodwin Dec 1, 2011

Market Strategy

U.S. Banks and Credit: The EZ Outbreak

By Jennifer Kapila, Prajakta Bhide and William Oman Nov 30, 2011

Market Strategy

G10 FX Outlook Q4 2011: Deeper Into the Woods

By Michael Hart Nov 8, 2011

Cross Asset Monthly

Executive Summary: On Again, Off Again…

By Arnab Das Nov 7, 2011

Cross Asset Monthly

Currencies: The Bazooka That Wasn’t

By Michael Hart Nov 7, 2011

Cross Asset Monthly

Credit: Buy on the Rumor, Sell on the Fact

By David Nowakowski and Tsolmon Enkhbayar Nov 7, 2011

Cross Asset Monthly

Global Equity: The Trouble With Uncertainty

By Gina Sanchez and Ibrahim Gassambe Nov 7, 2011

Market Strategy

U.S. Investment Grade Bonds Will Outperform Cash Under 'Operation Twist'

By David Nowakowski and Prajakta Bhide Oct 25, 2011

Market Strategy

U.S. Property: The Asset That Keeps on Taking

By Jennifer Kapila and Parul Walia Oct 24, 2011

Market Strategy

Macro and Market Outlook: October 2011

By the RGE Economic Research and Market Strategy Teams Oct 12, 2011

Cross Asset Monthly

Executive Summary: On the Edge in an Age of Crisis

By Arnab Das Oct 7, 2011

Cross Asset Monthly

The Here and Now: Do Gentlemen Prefer Bonds?

By Arnab Das Oct 7, 2011

Cross Asset Monthly

Currencies: Reversal of Fortunes

By Michael Hart Oct 7, 2011

Cross Asset Monthly

Government Bonds/Rates: Markets Aren’t Fooled

By David Nowakowski Oct 7, 2011

Cross Asset Monthly

Financials: A Slow Unraveling

By Jennifer Kapila Oct 7, 2011

Market Strategy

How Many 'Lehmans' Ahead in Europe?

By David Nowakowski Sep 27, 2011

Market Strategy

Mapping the Possibilities: Using Options to Derive Probability Distributions for Traded Markets

By Tsolmon Enkhbayar and David Nowakowski Sep 9, 2011

Cross Asset Monthly

Executive Summary: Rolling Over. Playing Dead?

By Arnab Das Sep 6, 2011

Cross Asset Monthly

The Here and Now: No Pain, No Gain…

By Arnab Das Sep 6, 2011

Cross Asset Monthly

Financials: Pain Is Inevitable

By Jennifer Kapila Sep 6, 2011

Cross Asset Monthly

Global Equity: Beware of the Dead Cat Bounce

By Gina Sanchez and Ibrahim Gassambe Sep 6, 2011

Cross Asset Monthly

Credit: Spreads Imply Recession (and We Agree)

By David Nowakowski Sep 6, 2011

Cross Asset Monthly

Government Bonds/Rates: Long Live ZIRP—But Will That Be Enough?

By David Nowakowski Sep 6, 2011

Cross Asset Monthly

Currencies: Forward to the Past

By Michael Hart Sep 6, 2011

Cross Asset Monthly

Commodities: Forward Curves—The Shape of Things to Come

By Shelley Goldberg Sep 6, 2011

Market Strategy

Hunkering Down for a Recession

By Gina Sanchez, Ibrahim Gassambe and Dayna Goodwin Sep 1, 2011

Market Strategy

Global Equity Outlook: Downgraded Amid U.S. Stall

By Gina Sanchez and Ibrahim Gassambe Aug 16, 2011

Market Strategy

Monetary Policy to the Rescue: Don't Expect Miracles

By David Nowakowski Aug 9, 2011

Market Strategy

Global Financials Quarterly: Sovereign Millstones, Crisis Amplifiers

By Jennifer Kapila Aug 4, 2011

Cross Asset Monthly

Executive Summary: Is There Life After Debt?

By Arnab Das Aug 3, 2011

Cross Asset Monthly

The Here and Now: The Meaning of Life After Debt

By Arnab Das Aug 3, 2011

Cross Asset Monthly

Currencies: Continued Vacillation

By Michael Hart Aug 3, 2011

Cross Asset Monthly

Government Bonds/Rates: The Leadership We Deserve

By David Nowakowski Aug 3, 2011

Cross Asset Monthly

Credit: Bleeding the Patient Won't Work

By David Nowakowski Aug 3, 2011

Cross Asset Monthly

Global Equity: Reality Check

By Gina Sanchez and Ibrahim Gassambe Aug 3, 2011

Market Strategy

Keep Your Eyes on the Macro Data

By Gina Sanchez and Ibrahim Gassambe Aug 1, 2011

Market Strategy

Equity: Noise Brings Opportunity

By Gina Sanchez and Ibrahim Gassambe Jul 27, 2011

Market Strategy

G10 FX Outlook Q3 2011: Race to the Bottom

By Michael Hart Jul 22, 2011

Market Strategy

Rising Risks, High Vol and Your Information Ratio

By Gina Sanchez and Ibrahim Gassambe Jul 15, 2011

Market Strategy

WTI/Brent Spread—The Accordion Plays On

By Shelley Goldberg Jun 17, 2011

Market Strategy

Can Equities' Fundamentals Overcome Macro Headwinds?

By Ibrahim Gassambe and Gina Sanchez Jun 9, 2011

Market Strategy

Goodbye QE2, But Too Soon for QE3

By David Nowakowski Jun 9, 2011

Cross Asset Monthly

Executive Summary: Know What You Did Last Summer

By Arnab Das Jun 6, 2011

Cross Asset Monthly

The Here and Now: Groundhog Day?

By Arnab Das Jun 6, 2011

Cross Asset Monthly

Commodities: Regulation vs. Intervention—When Governments Take Action

By Shelley Goldberg Jun 6, 2011

Cross Asset Monthly

Currencies: Hiccup or Reversal?

By Michael Hart Jun 6, 2011

Cross Asset Monthly

Government Bonds/Rates: Repression Reality

By David Nowakowski Jun 6, 2011

Cross Asset Monthly

Credit: Boom Times Amid Slowdown

By David Nowakowski Jun 6, 2011

Cross Asset Monthly

Financials: The Persistent Allure of Bailouts

By Jennifer Kapila Jun 6, 2011

Market Strategy

EM BRICS vs. EZ Mortar: Global Ramifications of a Big EM Ask—Select the IMF MD on Merit!

By Arnab Das May 25, 2011

Market Strategy

Navigating Asset Classes as QE2 Dry-Docks

By Arnab Das, Shelley Goldberg, Michael Hart, David Nowakowski, Gina Sanchez, Ibrahim Gassambe, Natalia Gurushina and Jennifer Kapila May 24, 2011

Market Strategy

Orange Juice Shorts Get Squeezed

By Shelley Goldberg May 17, 2011

Cross Asset Monthly

A Run for Your (Free) Money

By the RGE Market Strategy Team May 11, 2011

Cross Asset Monthly

The Here and Now: A No-Exit Strategy, For Now…

By Arnab Das May 11, 2011

Cross Asset Monthly

Currencies: In Search of a New Direction

By Michael Hart May 11, 2011

Cross Asset Monthly

Government Bonds/Rates: The Price Is Right

By David Nowakowski May 11, 2011

Cross Asset Monthly

Credit: Getting Crowded

By David Nowakowski May 11, 2011

Cross Asset Monthly

Financial Institutions: The Tipping Point?

By Jennifer Kapila May 11, 2011

Cross Asset Monthly

Cross Asset Model Portfolio: Taking Some Risk Off the Table

By Dayna Goodwin May 11, 2011

Market Strategy

FX Amid the Market Repricing

By Michael Hart May 10, 2011

Market Strategy

The Commodity Defensive Line

By Shelley Goldberg May 5, 2011

Market Strategy

Bin Laden's Death: Big Win for U.S. Politics, Modest Win (at Best) for Asset Markets and Global Security

By Rachel Ziemba and Arnab Das May 3, 2011

Emerging Markets Quarterly

The Here and Now: Finding the Right Middle Ground

By Arnab Das Apr 21, 2011

Market Strategy

The Pros of Propane

By Shelley Goldberg Apr 20, 2011

Market Strategy

G10 FX Outlook Q2 2011: Teflon Currencies

By Michael Hart Apr 20, 2011

Market Strategy

Defining the Downside More Clearly for Equity

By Gina Sanchez Apr 18, 2011

Market Strategy

States of Despair Part II: Labors of Sisyphus—EZ Sovereign and U.S. State Debt Woes

By the RGE Market Strategy Team and David Nowakowski Apr 14, 2011

Market Strategy

Pessimism Clouds U.S. Equity Outlook

By Gina Sanchez and Ibrahim Gassambe Apr 14, 2011

Market Strategy

Asset Classes: Historic Correlations to Oil Prices

By David Nowakowski, Natalia Gurushina and Tsolmon Enkhbayar Apr 5, 2011

Cross Asset Monthly

A Fine Balance

By Arnab Das Apr 4, 2011

Cross Asset Monthly

The Here and Now: Bad Luck Seems to Come in Threes

By Arnab Das Apr 4, 2011

Cross Asset Monthly

Cross Asset Model Portfolio: Rebalancing for More Inflation Protection

By Dayna Goodwin Apr 4, 2011

Cross Asset Monthly

Global Equity: Clouds Gathering in the Distance

By Gina Sanchez and Ibrahim Gassambe Apr 4, 2011

Cross Asset Monthly

Financial Institutions: Staggering on the Road to Moral Hazard

By Jennifer Kapila Apr 4, 2011

Cross Asset Monthly

Commodities: March Prices—In Like a Lamb, Out Like a Lion

By Shelley Goldberg Apr 4, 2011

Market Strategy

Cross Asset Model Portfolio Monthly: March Review

By Dayna Goodwin Mar 31, 2011

Market Strategy

Uranium: Enhanced Nuclear Oversight Paves the Path to Profits

By Shelley Goldberg Mar 25, 2011

Market Strategy

U.S. Rates: Divergent Treasury Strategies

By Arun Motianey Mar 24, 2011

Market Strategy

Stress Tests or Political Opera?

By Jennifer Kapila Mar 21, 2011

Cross Asset Monthly

That '70s Show: Deja Vu All Over Again?

By Arnab Das Mar 1, 2011

Cross Asset Monthly

The Big Picture: π a la Mode

By Arnab Das Mar 1, 2011

Cross Asset Monthly

Commodities: Oil Supply Shocks—The Crude Facts

By Shelley Goldberg Mar 1, 2011

Cross Asset Monthly

Currencies: Rattling On

By Michael Hart Mar 1, 2011

Cross Asset Monthly

Fixed Income: Necessities and Contingencies

By Arun Motianey Mar 1, 2011

Cross Asset Monthly

Global Equity: Balancing Risks With Fundamentals

By Gina Sanchez & Ibrahim Gassambe Mar 1, 2011

Cross Asset Monthly

Financial Institutions: Turning Japanese (I Really Think So)

By Jennifer Kapila Mar 1, 2011

Market Strategy

States of Despair Part I: Muni Stress—Past, Present and Future

By David Nowakowski and Prajakta Bhide Feb 28, 2011

Market Strategy

FX Positioning Amid Middle East Turmoil

By Michael Hart Feb 24, 2011

Market Strategy

The RGE Market Portfolio Study

By Gina Sanchez and Dayna Goodwin Feb 21, 2011

Market Strategy

Why Are EM Corporate Bonds Trading at a Premium Over DM's?

By Tsolmon Enkhbayar and David Nowakowski Feb 15, 2011

Market Strategy

Is the Brent Premium the New Normal?

By Shelley Goldberg Feb 14, 2011

Cross Asset Monthly

π in the Sky

By Arnab Das Feb 8, 2011

Cross Asset Monthly

The Big Picture: It's All Relative

By Arnab Das Feb 8, 2011

Cross Asset Monthly

Commodities: There's No Such Thing as a Free Lunch

By Shelley Goldberg Feb 8, 2011

Cross Asset Monthly

Currencies: An Unexpected Start

By Michael Hart Feb 8, 2011

Cross Asset Monthly

Fixed Income: Mispricing Fundamentals

By Arun Motianey Feb 8, 2011

Cross Asset Monthly

Global Equity: Productivity Trumps Inflation

By Gina Sanchez Feb 8, 2011

Cross Asset Monthly

Emerging Markets: Long EM—To Be or Not To Be

By Natalia Gurushina Feb 8, 2011

Cross Asset Monthly

Credit: Better than Deflation

By David Nowakowski Feb 8, 2011

Cross Asset Monthly

Financial Institutions: Poised for Disappointment

By Jennifer Kapila Feb 8, 2011

Cross Asset Monthly

Cross Asset Model Portfolio

By Dayna Goodwin Feb 8, 2011

Market Strategy

Equities Could Blow Off Steam Soon

By Gina Sanchez Jan 28, 2011

Market Strategy

Muni Bonds: Down but Not Out

By Steve Reich and Arun Motianey Jan 20, 2011

Cross Asset Monthly

A Year of Growing Dangerously

By Arnab Das Jan 11, 2011

Cross Asset Monthly

Commodities: The Trend is Your Friend—But Beware of the Renegade

By Shelley Goldberg Jan 11, 2011

Cross Asset Monthly

Currencies: G10 FX—A Rerun of 2010

By Michael Hart Jan 11, 2011

Cross Asset Monthly

Fixed Income: DM Rates: On Regime Shifts and Moral Hazard

By Arun Motianey Jan 11, 2011

Cross Asset Monthly

Credit: The Trek to Normal in a Post-Normal World

By David Nowakowski Jan 11, 2011

Cross Asset Monthly

Global Equity: Easy Money, Accelerating Growth, Bouts of Risks

By Gina Sanchez Jan 11, 2011

Market Strategy

Bluster and Lustre: The Whys and Wherefores of the Gold Hedge

By Arnab Das and Shelley Goldberg Jan 5, 2011

Market Strategy

Commodities: Best in Show 2010

By Shelley Goldberg Jan 4, 2011

Market Strategy

A Humpback for the Greenback: U.S. Dollar Outlook 2011

By Michael Hart Dec 21, 2010

Market Strategy

Index Spreads: Are EM Corps Trading Through Sovereigns?

By David Nowakowski Dec 17, 2010

Market Strategy

Sonata Forms in the Treasury Market

By Arun Motianey Dec 16, 2010

Market Strategy

Will the Fed Allow Rising Borrowing Costs?

By David Nowakowski Dec 10, 2010

Market Strategy

Crude Oil: Black Gold?

By Shelley Goldberg, Rachel Ziemba and Gary Clark Dec 8, 2010

Market Strategy

Riding the Risk Wave: Tax Cut Deal Buoys Outlook for Stocks

By Gina Sanchez Dec 8, 2010

Cross Asset Monthly

The Big Picture: Collateral Damage

By Arnab Das Dec 6, 2010

Cross Asset Monthly

Commodities: The Bull in the China Shop

By Shelley Goldberg Dec 6, 2010

Cross Asset Monthly

Currencies: EUR Back in the Frying Pan

By Michael Hart Dec 6, 2010

Cross Asset Monthly

Fixed Income: The Center Does Not Hold

By Arun Motianey Dec 6, 2010

Market Strategy

Coal's Bright and Dirty Future in the U.S.

By Shelley Goldberg, Gary Clark and Rachel Ziemba Dec 1, 2010

Market Strategy

QE Shuffles the Deck for Correlations

By David Nowakowski Dec 1, 2010

Market Strategy

GLOBAL FINANCIALS QUARTERLY: QE2—A Reprieve for Deflation and Bank Earnings?

By Jennifer Kapila, Christian Menegatti and R. Christopher Whalen Nov 23, 2010

Market Strategy

Which Cat Among the Pigeons?

By Arun Motianey Nov 16, 2010

Market Strategy

Silver Is Precious, Margins Are Dear

By Shelley Goldberg Nov 11, 2010

Market Strategy

Re-Establishing the Gold Standard: Fixing the Flag on the Titanic

By Michael Hart Nov 10, 2010

Market Strategy

High Yield Becomes Low Yield, But Can Go Lower

By David Nowakowski Nov 5, 2010

Market Strategy

Rubber Prices Retain Traction

By Shelley Goldberg Nov 5, 2010

Market Strategy

QE2: Money for Nothing and Tricks for Free

By RGE Macro and Strategy Teams Nov 3, 2010

Market Strategy

Margins Remain Key Factor in Earnings Growth but for How Long?

By Ibrahim Gassambe and Tetiana Sears Nov 1, 2010

Cross Asset Monthly

The Big Picture: Necessary but Insufficient Policies for Interesting Times

By Arnab Das Oct 29, 2010

Cross Asset Monthly

Currencies: Please Sir, I Want Some More

By Natalia Gurushina Oct 29, 2010

Cross Asset Monthly

Fixed Income: Lest We Forget the Others

By Arun Motianey and Steve Reich Oct 29, 2010

Cross Asset Monthly

Global Equity: Pushing on a String

By Gina Sanchez Oct 29, 2010

Cross Asset Monthly

Credit: What Is Thy Bidding, Master

By David Nowakowski Oct 28, 2010

Market Strategy

Quantum(s) of Solace: A QE2 Scenario Analysis and Assessment of the Limits of Fed Policy

By Prajakta Bhide, Christian Menegatti, Nouriel Roubini, Arnab Das and the RGE Strategy Team Oct 25, 2010

Emerging Markets Quarterly

The Big Picture: East is East; South is South; West is West; North is North...Yet the Twain Seem to Meet…

By Arnab Das Oct 22, 2010

Emerging Markets Quarterly

Commodities: Rising From the Ashes

By Shelley Goldberg Oct 22, 2010

Emerging Markets Quarterly

Equity: Liquidity Creates Bigger Imbalances

By Gina Sanchez Oct 22, 2010

Market Strategy

Should Investors 'Cross Over' to Stretch for Yield?

By David Nowakowski Oct 18, 2010

Market Strategy

The Fed’s High-Risk Experiment: The Whole and Its Parts

By Arun Motianey Oct 14, 2010

Market Strategy

Russia’s Impossible Trinity—Calling for Further RUB Strength

By Natalia Gurushina, Rachel Ziemba and David Rogovic Oct 12, 2010

Market Strategy

QE2 Is No Magic Bullet

By Gina Sanchez, Christian Menegatti and Ibrahim Gassambe Oct 8, 2010

Cross Asset Monthly

To QE or Not to QE? That is One of Many Questions

By Arnab Das Oct 5, 2010

Cross Asset Monthly

The Season Kick-off: Macro Bears Face Micro Bulls

By Shelley Goldberg Oct 5, 2010

Cross Asset Monthly

Fat Spreads, Skinny Yields

By David Nowakowski Oct 5, 2010

Cross Asset Monthly

Buy the Rumor, Sell the Fact

By Gina Sanchez Oct 5, 2010

Market Strategy

Give Credit to U.S. Equities

By David Nowakowski and Dayna Goodwin Sep 28, 2010

Market Strategy

Cotton: The Next 'Luxury' Fiber?

By Shelley Goldberg Sep 21, 2010

Market Strategy

Is China Passing the Buck?

By Arnab Das, Rachel Ziemba and Natalia Gurushina Sep 20, 2010

Market Strategy

Gold: There's Something About September

By Shelley Goldberg Sep 16, 2010

Market Strategy

Equity: The Tug of War Continues...

By Gina Sanchez and Prajakta Bhide Sep 15, 2010

Market Strategy

Japanese Yen: BoJ Intervention—Short-Term Success, Long-Term Headwinds

By Natalia Gurushina Sep 15, 2010

Market Strategy

Commodities: Ethanol/Gasoline Spread Collapses

By Shelley Goldberg Sep 7, 2010

Market Strategy

Natural Gas Producers: An Equity Play, or Stay Away?

By Shelley Goldberg Sep 3, 2010

Market Strategy

Equities: Dead Cat Bounce

By Gina Sanchez and Christian Menegatti Sep 2, 2010

Cross Asset Monthly

Credit: Who Gets Their Pound of Flesh?

By David Nowakowski Aug 31, 2010

Cross Asset Monthly

Commodities: No Pain, No Grain

By Shelley Goldberg Aug 31, 2010

Cross Asset Monthly

Currencies: The End of Exuberance

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Fixed Income: Unconventional Policies Create Uncertainty

By Arun Motianey Aug 31, 2010

Cross Asset Monthly

Equities: Über Competitive Germany

By Gina Sanchez Aug 31, 2010

Cross Asset Monthly

Executive Summary: States of Flux: Stay Risk Averse

By Arnab Das Aug 31, 2010

Cross Asset Monthly

Financial Institutions: Cracks in the EZ Façade

By Jennifer Kapila Aug 31, 2010

Market Strategy

And the Ugly Gets Uglier

By Gina Sanchez and Ibrahim Gassambe Aug 30, 2010

Market Strategy

Fool's Gold at the End of the ECB Rainbow?

By Jennifer Kapila Aug 30, 2010

Market Strategy

Struggling to Break Free: Rising Correlations Part II

By David Nowakowski and Natalia Gurushina Aug 25, 2010

Market Strategy

The History of Risk—Correlations, Volatilities and Z-Scores

By David Nowakowski and Natalia Gurushina Aug 25, 2010

Market Strategy

A Bumpy Road Ahead for Equities

By Gina Sanchez and Ibrahim Gassambe Aug 23, 2010

Market Strategy

Renewable Energy: Investor Dreams and Sector Realities

By Shelley Goldberg Aug 19, 2010

Market Strategy

Squeezing Stimulus Out of the MBS Market

By David Nowakowski Aug 11, 2010

Market Strategy

Deus Ex Machina

By Arun Motianey Aug 11, 2010

Market Strategy

Equities - Just Say No

By Gina Sanchez Aug 4, 2010

Market Strategy

Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications

By Christian Menegatti, Rachel Ziemba, Arnab Das, Arun Motianey, Gina Sanchez, Natalia Gurushina and David Nowakowski Aug 2, 2010

Market Strategy

Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear

By Arnab Das, Natalia Gurushina, Arun Motianey, David Nowakowski, Gina Sanchez and Jennifer Kapila Jul 27, 2010

Economic Research

Economic Research

Future Oil Supply (Part III): New Oil, New Fields

By Gary Clark, Philip Bates and Shelley Goldberg May 23, 2012

North America Weekly

Awaiting Further Clarity on Mixed U.S. Manufacturing Data

By Prajakta Bhide and Pushpak Sarkar May 21, 2012

North America Weekly

U.S.: Watch Dim Retail Sales and FOMC Minutes

By Prajakta Bhide, Rachel Ziemba, Dev Ashish, Pushpak Sarkar and Debraj Bagchi May 14, 2012

Economic Research

What’s on Nouriel’s Mind: Can the U.S. Consumer Remain the Spender of Last Resort in the Global Slowdown?

By Nouriel Roubini May 8, 2012

North America Weekly

U.S. April Employment: Expect the Expected

By Prajakta Bhide and Pushpak Sarkar May 7, 2012

North America Weekly

A Soft U.S. Growth Story Unfolds—Policy Makers Please Stand Up

By Prajakta Bhide Apr 30, 2012

Economic Research

A Soft U.S. Q1 GDP Report: Don’t Swear by a Q2 Rebound

By Prajakta Bhide Apr 27, 2012

Economic Research

No Hints of Easing From FOMC, But Low-Rates Gravy Train Keeps on Rolling

By Prajakta Bhide Apr 25, 2012

Economic Research

All Washed Up in Washington: Key Takeaways From an Unscripted IMF Spring Meeting

By Nouriel Roubini, Arnab Das, Christian Menegatti and Megan Greene Apr 24, 2012

Central Bank Watch

Federal Reserve: Hawkish Rhetoric Hasn't Changed Our Call

By Prajakta Bhide Apr 24, 2012

North America Weekly

Watching the FOMC Meeting, and an Operation Twist Progress Report

By Prajakta Bhide, Dev Ashish and Rachel Ziemba Apr 23, 2012

Economic Research

A Strategic Oil Reserve Release Can’t Save Us From High Prices

By Gary Clark Apr 18, 2012

Economic Research

What’s On Nouriel’s Mind: Where Are the H2 Growth Drivers?

By Nouriel Roubini Apr 18, 2012

North America Weekly

U.S. CPI a Tad Bolder in March, But Expect Continued Annual Deceleration

By Prajakta Bhide and Pushpak Sarkar Apr 16, 2012

Economic Research

What’s on Nouriel’s Mind: Outlook for the Fed—More Easing Ahead

By Nouriel Roubini Apr 10, 2012

North America Weekly

U.S. March Employment—Spring Bites After a Mellow Winter

By Prajakta Bhide and Pushpak Sarkar Apr 9, 2012

Economic Research

What’s on Nouriel’s Mind: A Balance-Sheet Recession Calls for Monetized Fiscal Deficits, Not Fiscal Austerity

By Nouriel Roubini Apr 3, 2012

North America Weekly

U.S.: Weak Real Income Gains a Headwind?

By Prajakta Bhide, Rachel Ziemba, Dev Ashish and Pushpak Sarkar Apr 2, 2012

Economic Research

A Glossary of Crisis Programs

By David Nowakowski and Tsolmon Enkhbayar Mar 30, 2012

Economic Research

What’s on Nouriel’s Mind: The Coming U.S. Fiscal Austerity Cliff

By Nouriel Roubini Mar 27, 2012

North America Weekly

U.S. Housing: Curb the Enthusiasm

By Prajakta Bhide Mar 26, 2012

Global Economic Outlook

Global Overview: Better, but No Cigar

By Christian Menegatti, Rachel Ziemba and Nouriel Roubini Mar 23, 2012

Global Economic Outlook

United States Outlook: Sticking to Our Story

By Prajakta Bhide Mar 23, 2012

Economic Research

What’s on Nouriel’s Mind: Reforms on Hold in China

By Nouriel Roubini and Adam Wolfe Mar 21, 2012

Central Bank Watch

Federal Reserve: Lower Probability of QE3 in June

By Prajakta Bhide Mar 20, 2012

North America Weekly

No QE3 or Sterilized QE3?

By Prajakta Bhide and Pushpak Sarkar Mar 19, 2012

North America Weekly

U.S. February Employment Report Shows Continued Momentum

By Prajakta Bhide and Pushpak Sarkar Mar 12, 2012

North America Weekly

A Reality Check for Overstretched Expectations

By Prajakta Bhide and Pushpak Sarkar Mar 5, 2012

North America Weekly

In a Data-Heavy Week, Keep an Eye on U.S. GDI and Services Spending

By Prajakta Bhide and Pushpak Sarkar Feb 27, 2012

North America Weekly

Should We Worry About Headline CPI Upside?

By Prajakta Bhide, Pushpak Sarkar, Rachel Ziemba and Debraj Bagchi Feb 20, 2012

Economic Research

What’s on Nouriel’s Mind: Why I’m Still Bearish

By Nouriel Roubini Feb 14, 2012

North America Weekly

Revising Up the U.S. Growth Outlook; Managing Canada’s Expectations for 2012

By Prajakta Bhide, Rachel Ziemba and Debraj Bagchi Feb 13, 2012

Global Economic Outlook

United States Outlook: Calmer Headwinds and Better Growth Prospects

By Prajakta Bhide Feb 13, 2012

Economic Research

U.S. Financial Conditions: Close to an Inflection Point

By Dev Ashish and Prajakta Bhide Feb 10, 2012

Central Bank Watch

Federal Reserve: More QE by Midyear

By Prajakta Bhide Feb 9, 2012

North America Weekly

U.S. Employment Report Highlights and Medium-Term Unemployment Rate Trajectory; Canada: Bad Tidings for Early 2012

By Prajakta Bhide, Rachel Ziemba, Debraj Bagchi and Pushpak Sarkar Feb 6, 2012

North America Weekly

U.S. Week Ahead, Disappointing Q4 Growth, and FOMC Takeaway

By Prajakta Bhide and Pushpak Sarkar Jan 30, 2012

Economic Research

Behind the FOMC Headlines, a Quiet Reiteration of Further Easing

By Prajakta Bhide Jan 26, 2012

Economic Research

A State of Union and Inequality: The Buffett Tax and Other Defining Issues

By Christian Menegatti, Prajakta Bhide and Rachel Ziemba Jan 25, 2012

North America Weekly

January FOMC Changes; U.S. Q4 GDP to Show Slower Final Sales; Canadian Inflation Heading Back to Target

By Prajakta Bhide, Rachel Ziemba and Pushpak Sarkar Jan 23, 2012

Economic Research

Mortgage Relief in Ireland and the U.S.: Crucial But Lacking

By William Oman Jan 23, 2012

North America Weekly

U.S. Retail Sales Soften; Canada Housing Market Slows

By Prajakta Bhide, Pushpak Sarkar, Rachel Ziemba and Debraj Bagchi Jan 16, 2012

Economic Research

U.S. Housing Market: How's That Stock Problem Coming Along?

By Prajakta Bhide Jan 10, 2012

North America Weekly

U.S. Retail Sales, Fed Housing Proposals; Canada Labor Market

By Prajakta Bhide, Rachel Ziemba, Debraj Bagchi and Pushpak Sarkar Jan 9, 2012

Economic Research

What's on Nouriel's Mind: Don't Be Fooled by the U.S. Data

By Nouriel Roubini Jan 9, 2012

Economic Research

Upside Risks to 2012

By Rachel Ziemba, Prajakta Bhide, Shelley Goldberg, Juan Lorenzo Maldonado, Michael Manetta, Christian Menegatti, Elisa Parisi-Capone and Adam Wolfe Jan 5, 2012

Economic Research

U.S. Drops Ethanol Subsidies Without a Fight

By Gary Clark Jan 5, 2012

North America Weekly

U.S. Employment, ISM Manufacturing Index, Week in Review

By Prajakta Bhide and Pushpak Sarkar Jan 2, 2012

Economic Research

U.S. Wealth, Debt, Inequality and Implications

By David Nowakowski Dec 30, 2011

North America Weekly

Looking at U.S. 2012 Fiscal Drag and Q4 GDP, Revisiting EZ Risks; Gauging Canadian Inflation, GDP and Bank Performance

By Prajakta Bhide, Tetiana Sears, Debraj Bagchi and Pushpak Sarkar Dec 19, 2011

Economic Research

EZ vs. U.S. Recessions—This Time Is Different

By Mikko Forss Dec 19, 2011

Central Bank Watch

Federal Reserve: December Update

By Prajakta Bhide Dec 15, 2011

North America Weekly

U.S. Inflation, Funds Flow and Retail; Canada Monetary Policy

By Prajakta Bhide, Tetiana Sears and Pushpak Sarkar Dec 12, 2011

Global Economic Outlook

Outlook Overview: No Such Thing as a Free Lunch

By Christian Menegatti, Rachel Ziemba and Nouriel Roubini Dec 11, 2011

Global Economic Outlook

United States Outlook: Don't Dismiss That Recession Risk

By Prajakta Bhide Dec 7, 2011

North America Weekly

U.S. Outlook Preview and Employment; Canada Q3 GDP, Monetary Policy and Labor Market

By Prajakta Bhide, Tetiana Sears and Pushpak Sarkar Dec 5, 2011

Economic Research

Estimating the Potential Growth Rate of the U.S. Economy

By Dev Ashish Dec 2, 2011

Conference Call

Conference Call Replay: A Preview of the U.S. Outlook for 2012

By Nouriel Roubini and the RGE Economic Research and Market Strategy Teams Dec 2, 2011

North America Weekly

U.S. Manufacturing, Monetary Policy and Payrolls; Canada GDP and Retail Sales

By Prajakta Bhide and Tetiana Sears Nov 28, 2011

North America Weekly

U.S. Inflation and Monetary Policy; Canada Inflation and Retail Sales

By Prajakta Bhide and Tetiana Sears Nov 21, 2011

Central Bank Watch

Overview: The Next Cycle

By Michael Manetta Nov 17, 2011

Central Bank Watch

Federal Reserve: November Update

By Prajakta Bhide Nov 17, 2011

North America Weekly

U.S. Inflation, Retail Sales and Housing; Canada Trade, Budget and Inflation

By Prajakta Bhide and Tetiana Sears Nov 14, 2011

North America Weekly

U.S. Labor Market and Monetary Policy; Canada Employment

By Prajakta Bhide and Tetiana Sears Nov 7, 2011

North America Weekly

U.S. Q3 Growth, Spending and Employment; Canada Monetary Policy and Q3 Growth

By Prajakta Bhide and Tetiana Sears Oct 31, 2011

North America Weekly

U.S. Q3 GDP; Canadian Monetary Policy

By Prajakta Bhide and Tetiana Sears Oct 24, 2011

North America Weekly

U.S. Spending and Small Business Sentiment; Elevated Canadian Inflation

By Prajakta Bhide and Tetiana Sears Oct 17, 2011

North America Weekly

U.S. Jobs and Spending: Better, but Watch the Trend Into Q4; Canadian Labor Market Surges, Moderation Ahead

By Prajakta Bhide and Tetiana Sears Oct 10, 2011

Central Bank Watch

Pulling Out Policy Rabbits, Putting Policy Ducks in a Row

By Michael Manetta and the RGE Economic Research Team Oct 4, 2011

North America Weekly

U.S. Q3 GDP Anemic, Recession Musings; Canada: Growth Set to Slow; Labor Market Continues to Soften

By Prajakta Bhide and Tetiana Sears Oct 3, 2011

Economic Research

The Age of Crisis: Down and Out Depression in D.C.—RGE on the IMF/WB Annual Meetings

By Arnab Das, Christian Menegatti, Rachel Ziemba and Katharina Jungen Sep 26, 2011

North America Weekly

Fed Policy: Keep Those Expectations in Check; Inflation Not a Game Changer for Bank of Canada

By Prajakta Bhide and Tetiana Sears Sep 26, 2011

Europe Weekly

UK QE2; Hungarian Financial Stability Concerns; Swedish Policy Bullets; Swiss Currency Strength; Irish Growth Outlook

By Parul Walia, Jelena Vukotic, Mikko Forss, William Oman and Sehaj Malik Sep 23, 2011

Global Economic Outlook

United States Outlook Update: This Economy Needs More Than a Twist and a Tax Cut!

By Prajakta Bhide and Christian Menegatti Sep 20, 2011

North America Weekly

U.S. Monetary Policy: A Twist Won’t Cut It; Canada: Modest Inflationary Pressure; Cautious Spending Amid Deteriorating Household Finance

By Prajakta Bhide and Tetiana Sears Sep 19, 2011

Economic Research

A Radical Policy Response to the Rising Risks of a Depression and Financial Crisis

By Nouriel Roubini Sep 13, 2011

North America Weekly

U.S.: President Obama’s Jobs Program and Upside Risks; Canada: Slowing Employment Momentum

By Prajakta Bhide and Tetiana Sears Sep 12, 2011

North America Weekly

U.S.: August Employment, Q3 Consumption and a More Dovish Fed; Canada: Growth Negative in Q2, Uncertain Going Forward

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Sep 5, 2011

North America Weekly

Weak U.S. Macro Data to Continue; Jackson Hole Takeaways; Canadian Growth Stalls in Q2

By Prajakta Bhide and Tetiana Sears Aug 29, 2011

North America Weekly

U.S. Recession Watch; Canadian Consumer Spending and Monetary Policy

By Prajakta Bhide, Christian Menegatti and Tetiana Sears Aug 22, 2011

Central Bank Watch

Overview: Monetary Policy Alone Will Not Save the World Economy

By Michael Manetta Aug 19, 2011

Central Bank Watch

Summary Table: RGE Policy Rate Forecasts and Market Interbank Rate Expectations

By Michael Manetta and the RGE Economic Research Team Aug 19, 2011

Central Bank Watch

United States Federal Reserve: August Update

By Prajakta Bhide Aug 19, 2011

North America Weekly

U.S. Leading Indicators Point South; Canada Suffers Trade and Growth Lull

By Prajakta Bhide and Tetiana Sears Aug 15, 2011

Economic Research

Global Financial Crisis 2.0: How to Rescue Capitalism

By Nouriel Roubini Aug 12, 2011

Economic Research

U.S. Fiscal Austerity Unlikely to Affect Ethanol Demand or Corn Prices

By Gary Clark Aug 12, 2011

Mena Focus

Impact of U.S. Growth and Credit Downgrades on MENA

By Ayah El Said, Maya Senussi and Rachel Ziemba Aug 10, 2011

North America Weekly

U.S.: Stalled Growth, Closer to Outright Recession, While Rating Downgrade Increases Uncertainty; Modest Growth for Canadian Labor Market

By Prajakta Bhide, Christian Menegatti and Tetiana Sears Aug 8, 2011

Economic Research

Conference Call Replay: S&P's Downgrade of the U.S. Credit Rating

By Nouriel Roubini, Christian Menegatti and the RGE Economic Research and Market Strategy Teams Aug 8, 2011

Conference Call

Conference Call on S&P's U.S. Downgrade: Opening Remarks

By Nouriel Roubini and David Nowakowski Aug 8, 2011

Global Economic Outlook

United States Outlook Update: Stall Speed Is Here

By Prajakta Bhide and Christian Menegatti Aug 1, 2011

North America Weekly

A Closer Look at U.S. Q2 GDP and Revisions; Canada’s May GDP Hurts Q2 Estimate

By Prajakta Bhide, Tetiana Sears and Syed Rahman Aug 1, 2011

Economic Research

Conference Call Replay: U.S. Debt Scenarios and Implications for Growth and Asset Classes

By Nouriel Roubini, Arnab Das and the RGE Economic Research and Market Strategy Teams Aug 1, 2011

Economic Research

Guns and Butter and Low Taxes: On Deficits, Debts, Debt Ceilings and the U.S. Fiscal Mess

By Nouriel Roubini Jul 29, 2011

North America Weekly

U.S. Eyes on Q2 GDP; Canada: Q2 GDP to Slow; Q4 Hike in the Cards

By Prajakta Bhide and Tetiana Sears Jul 25, 2011

North America Weekly

U.S. Trade, Consumption and Weak Macroeconomic Data Show Downside for H2—Stay Tuned; Bank of Canada—No Move Until Q4 2011

By Prajakta Bhide,Tetiana Sears and Syed Rahman Jul 18, 2011

Economic Research

Truth or Dare: Breaking the Glass Ceiling on U.S. Federal Debt

By Prajakta Bhide and David Nowakowski Jul 12, 2011

North America Weekly

U.S. Employment Report Highlights Risks to Growth in H2; Canadian Labor Market Resilience Will Be Tested in H2

By Prajakta Bhide and Tetiana Sears Jul 11, 2011

Economic Research

Floating Crude Not Quite Profitable

By Gary Clark and Edward Joseph Jul 8, 2011

Economic Research

Q3 2011 Global Scenario Analysis: A Bumpy Rebalancing

By Christian Menegatti, Rachel Ziemba and the RGE Economic Research Team Jul 6, 2011

North America Weekly

Will the Tide of Negative U.S. Economic Data Turn in H2?; Canadian Growth on Track to Slow in Q2

By Prajakta Bhide, Tetiana Sears and Syed Rahman Jul 4, 2011

Economic Research

Egypt Shuns IMF: What Are the Economic Implications?

By Ayah El Said and Rachel Ziemba Jun 30, 2011

Economic Research

Regional Outlook Conference Calls

By the RGE Economic Research Team Jun 30, 2011

North America Weekly

U.S.: A Weak ISM and FOMC Musings; Canada: Strong Inflation For Now

By Prajakta Bhide, Tetiana Sears, Syed Rahman and Rachel Ziemba Jun 27, 2011

Global Economic Outlook

U.S. Outlook Update: No Smooth Sailing in the 'New Normal'

By Prajakta Bhide and Christian Menegatti Jun 21, 2011

North America Weekly

Revising Up Our U.S. Core Inflation Outlook; Brief Consumer Spending Recovery for Canada Amid Falling Labor Productivity

By Prajakta Bhide and Tetiana Sears Jun 20, 2011

Economic Research

Global Growth: Soft Patch or Stall Speed?

By Nouriel Roubini Jun 20, 2011

North America Weekly

U.S. CPI Gains Will Temper in Q2; Canadian Job Creation Set to Moderate after Peaking in Q1

By Prajakta Bhide and Tetiana Sears Jun 13, 2011

Economic Research

Central Bank Watch: The Shifting Tides of Global Monetary Policy

By James Mason and the RGE Economic Research Team Jun 8, 2011

North America Weekly

Here We Go Again…Specter of Summer 2010

By Prajakta Bhide and Christian Menegatti Jun 6, 2011

North America Weekly

Q2 Off to a Soft Start for U.S., Bank of Canada Slow to Normalize

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba May 31, 2011

North America Weekly

A Loss of Steam in U.S. and Tepid Consumption in Canada

By Prajakta Bhide and Tetiana Sears May 23, 2011

Economic Research

Ready, Steady, Go: Let the Summer Driving Season Begin

By Gary Clark May 20, 2011

North America Weekly

Eyes on the CPIs: A Close Look at Headline and Core Inflation in the U.S. and Canada

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba May 16, 2011

Economic Research

DSK's Arrest: Implications for the IMF Succession and PIIGS' Bailouts

By Nouriel Roubini May 16, 2011

Economic Research

Commodity Correction: What Drove Down the Price of Oil?

By Gary Clark May 12, 2011

Economic Research

Why Inflation Is Not a Desirable or Likely Way to Reduce Unsustainable Debts

By Nouriel Roubini May 10, 2011

North America Weekly

Conflicted U.S. Employment Report; Canadian Conservatives Win Strong Mandate

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba May 9, 2011

Economic Research

Honey, I Won't Shrink the Liquidity Yet! Beyond the End of QE2

By Prajakta Bhide, Christian Menegatti, David Nowakowski and Nouriel Roubini May 4, 2011

North America Weekly

U.S. April Employment Report a Mixed Bag; Canadian Election Set to Reshuffle Parliament

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba May 2, 2011

Economic Research

Honey, I Shrunk the Gross National Debt!

By Nouriel Roubini and Arnab Das Apr 25, 2011

North America Weekly

FOMC Takes Center Stage in U.S.; Q1 Sets Tone For Slowing Canadian Growth

By Prajakta Bhide and Tetiana Sears Apr 25, 2011

Economic Research

CDS and Debt Restructuring: Does the Existence of Credit Derivatives Make Restructuring Harder?

By Nouriel Roubini and David Nowakowski Apr 21, 2011

Economic Research

Washout in Washington: Key IMF Meeting Takeaways

By Nouriel Roubini and Arnab Das Apr 19, 2011

Economic Research

S&P Rating Action: Count on the United States to Do the Right Thing—After It Exhausts All Other Alternatives

By Arnab Das and Nouriel Roubini Apr 18, 2011

North America Weekly

U.S. Q1 GDP Forecast Gets a Downgrade as Canada's Prospects Remain Bright

By Prajakta Bhide and Tetiana Sears Apr 18, 2011

Global Economic Outlook

United States Outlook Update: Déjà Vu…Summer 2010 Redux?

By Christian Menegatti and Prajakta Bhide Apr 15, 2011

North America Weekly

U.S. Data to Refine Read on Q1 GDP; Job Creation Skids in Canada

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Apr 11, 2011

Economic Research

Q2 2011 Global Scenario Analysis: Still Gradually Rebalancing

By Christian Menegatti, Rachel Ziemba and the RGE Market Strategy Team Apr 11, 2011

North America Weekly

U.S. March Labor Market Data a Step in the Right Direction; Canadian Economy on Track for a Strong Q1

By Prajakta Bhide, Christian Menegatti and Tetiana Sears Apr 4, 2011

Economic Research

U.S. March Employment Report: Keep 'em Coming Please!

By Prajakta Bhide and Christian Menegatti Apr 4, 2011

Economic Research

Is the Global Nuclear Renaissance Over?

By Gary Clark Mar 31, 2011

North America Weekly

U.S. Durable Goods and Other Data Cast a Shadow on Q1 GDP; Political Challenges in Canada

By Prajakta Bhide, Christian Menegatti, Tetiana Sears and Rachel Ziemba Mar 28, 2011

Economic Research

Ten Downside Risks to the U.S. Economic Recovery

By Nouriel Roubini Mar 28, 2011

Economic Research

U.S. Durable Goods and Other Data Cast a Shadow on Q1 GDP

By Prajakta Bhide and Christian Menegatti Mar 28, 2011

Economic Research

Global Financials Quarterly: Bank Earnings Face the Music as Stimulus Fades

By Jennifer Kapila, Christian Menegatti and R. Christopher Whalen Mar 25, 2011

Economic Research

Q2 2011 Geostrategy Note: The Scent of Jasmine, Japan's Mega-Crisis and Other Global Drama

By Michael Moran Mar 24, 2011

North America Weekly

U.S. Core Inflation to Remain Contained; Canada's Spending Strong

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Mar 21, 2011

Economic Research

U.S. Core Inflation to Remain Contained

By Prajakta Bhide Mar 21, 2011

Global Economic Outlook

United States Outlook: Recovering but Still Policy-Dependent

By Prajakta Bhide and Christian Menegatti Mar 17, 2011

North America Weekly

U.S. Q1 GDP Tracking a Softer Read; No Inflation Worries for Canadian Central Bank

By Prajakta Bhide and Tetiana Sears Mar 14, 2011

Economic Research

U.S. Q1 GDP Tracking a Softer Read

By Prajakta Bhide Mar 14, 2011

Economic Research

U.S. Job Creation Bounces Back

By Prajakta Bhide Mar 7, 2011

North America Weekly

U.S. Job Creation Bounces Back; A Temporary Bump in Canadian Housing?

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Mar 7, 2011

North America Weekly

A Closer Look at Q4 GDP for the U.S. and Canada

By Prajakta Bhide and Tetiana Sears Feb 28, 2011

Economic Research

A Closer Look at Q4 GDP for the U.S.

By Prajakta Bhide Feb 28, 2011

North America Weekly

Will FOMC Doves Rule the Roost? Consumption-Led Growth to Continue in Canada?

By Prajakta Bhide and Tetiana Sears Feb 21, 2011

Economic Research

U.S. Federal Open Market Committee: Will Doves Rule the Roost?

By Prajakta Bhide Feb 21, 2011

North America Weekly

U.S. Retail Sales to Improve, Housing Starts Modest in Busy Data Week; Commodities Demand Poses Upside Risk for Canada

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Feb 14, 2011

Economic Research

U.S. Retail Sales to Improve, Housing Starts Modest in Busy Data Week

By Prajakta Bhide Feb 14, 2011

Economic Research

Coming Soon: An Egypt That Can Say 'No'

By Michael Moran Feb 11, 2011

North America Weekly

U.S. Employment a Wintry Mix; Canadian Employment Surges, Set to Moderate

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Feb 7, 2011

Economic Research

U.S. Establishment Survey: Snowed Out of Jobs in January?

By Prajakta Bhide Feb 7, 2011

North America Weekly

Parsing U.S. Q4 GDP; Rate Hikes Unlikely for Canada

By Prajakta Bhide, Christian Menegatti, Tetiana Sears and Rachel Ziemba Jan 31, 2011

Economic Research

Parsing the U.S. Q4 GDP Numbers

By Prajakta Bhide and Christian Menegatti Jan 31, 2011

North America Weekly

U.S. GDP Ends 2010 on Better Note; Canada Upgrades Growth Estimates

By Prajakta Bhide, Christian Menegatti, Rachel Ziemba and Tetiana Sears Jan 24, 2011

Economic Research

U.S. GDP Ends 2010 on Better Note

By Prajakta Bhide and Christian Menegatti Jan 24, 2011

North America Weekly

Will Consumer Spending Hold Up in the U.S. and Canada?

By Prajakta Bhide, Rachel Ziemba and Tetiana Sears Jan 17, 2011

Economic Research

Will Consumer Spending Hold Up in the U.S.?

By Prajakta Bhide Jan 17, 2011

North America Weekly

U.S.: 2010 in Review; Canada: Soft Landing in Housing and Employment

By Prajakta Bhide, Christian Menegatti, Rachel Ziemba and Tetiana Sears Jan 10, 2011

Economic Research

U.S.: 2010 in Review

By Prajakta Bhide and Christian Menegatti Jan 10, 2011

Economic Research

U.S. Employment Report: Less Than Meets the Eye

By Christian Menegatti and Prajakta Bhide Jan 7, 2011

Economic Research

2011 Geostrategy Note: The Roiling Pacific, Quagmiristan and EZ Targets

By Michael Moran Dec 29, 2010

North America Weekly

Will the Fed Allow Rising Borrowing Costs?; Sonata Forms in the Treasury Market

By David Nowakowski, Arun Motianey and Christian Menegatti Dec 20, 2010

Economic Research

East Asia's Hemorrhoid Problem: Assessing the Next North Korean Flare-Up

By Michael Moran Dec 17, 2010

North America Weekly

U.S.: Fiscal Measures Mean Stronger Growth Outlook in 2011; Could Canada Have an Investment Surge?

By Prajakta Bhide, Christian Menegatti, Tetiana Sears and Rachel Ziemba Dec 13, 2010

Economic Research

U.S.: Fiscal Measures Mean Stronger 2011 Outlook

By Prajakta Bhide and Christian Menegatti Dec 13, 2010

Global Economic Outlook

Global Overview: 2011 Outlook

By Christian Menegatti, Nouriel Roubini and the RGE Macroeconomics Team Dec 7, 2010

Global Economic Outlook

United States: 2011 Outlook

By Prajakta Bhide, Christian Menegatti and Nouriel Roubini Dec 7, 2010

Global Economic Outlook

Macro Forecasts: 2011 Outlook

By the RGE Macroeconomics Team Dec 7, 2010

Economic Research

Upgrading Our U.S. Growth Forecasts for 2011: A Preview of Our Forthcoming U.S. Economic Outlook

By Prajakta Bhide, Christian Menegatti and Nouriel Roubini Dec 6, 2010

Economic Research

U.S. Employment Report: A Disappointing November

By Prajakta Bhide and Christian Menegatti Dec 3, 2010

Economic Research

Front-Loaded Stimulus, Back-Loaded Austerity: The Optimal Fiscal Austerity Path and the Risks of Other Routes

By Nouriel Roubini Dec 2, 2010

Economic Research

The ‘Lame Duck’ Session: Lots of Quacking, But Can It Pass Legislation?

By Michael Moran and Prajakta Bhide Nov 30, 2010

North America Weekly

Which Cat Among the Pigeons?

By Arun Motianey Nov 29, 2010

North America Weekly

U.S.: Fed on the Defensive; Canada: Retail Sales Still a Bright Spot?

By Prajakta Bhide, Rachel Ziemba and Tetiana Sears Nov 22, 2010

Economic Research

U.S.: Fed on the Defensive

By Prajakta Bhide Nov 22, 2010

North America Weekly

U.S.: Lower Chance of 'W,' But Long Road to Recovery; Canada: Trade Balance Stays in Red

By Prajakta Bhide, Christian Menegatti, Tetiana Sears and Rachel Ziemba Nov 15, 2010

Economic Research

U.S.: Lower Chance of 'W,' But Slow Road to Recovery

By Prajakta Bhide and Christian Menegatti Nov 15, 2010

North America Weekly

U.S.: Wage Growth Pickup Needed; Canada: Domestic Demand Concerns

By Prajakta Bhide, Rachel Ziemba and Tetiana Sears Nov 8, 2010

Economic Research

Wage Growth Pickup Needed in the U.S.

By Prajakta Bhide Nov 8, 2010

Economic Research

U.S. Employment Report: A Step Forward in October, but Household Survey Should Temper Optimism

By Prajakta Bhide and Christian Menegatti Nov 5, 2010

Economic Research

Ethanol Subsidies: Adding Fuel to the Fire?

By Gary Clark and Rachel Ziemba Nov 5, 2010

North America Weekly

U.S.: Close to Stall Speed and QE2; Canada: How Slow Will H2 Be?

By Christian Menegatti, Prajakta Bhide, Rachel Ziemba and Tetiana Sears Nov 1, 2010

Economic Research

U.S.: Close to Stall Speed and QE2

By Christian Menegatti and Prajakta Bhide Nov 1, 2010

Economic Research

U.S. Economic Growth: Mediocre and Even Closer to Stall Speed

By Nouriel Roubini, Christian Menegatti and Prajakta Bhide Oct 29, 2010

Economic Research

U.S. Fiscal Policy: A Train Wreck Down the Line?

By Nouriel Roubini Oct 29, 2010

North America Weekly

A Growth Guessing Game for U.S., Canada

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Oct 25, 2010

Economic Research

U.S. Housing Sector Stabilizing at Low Levels

By Prajakta Bhide Oct 25, 2010

North America Weekly

U.S.: Fed Debates Unemployment; Bank of Canada and Consumers on Hold?

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Oct 18, 2010

Economic Research

Fed Debates U.S. Unemployment Rate

By Prajakta Bhide Oct 18, 2010

Economic Research

The Road to Trade War Runs Through QE, Currency

By Nouriel Roubini Oct 15, 2010

Economic Research

Q4 2010 Scenario Analysis: On the Knife Edge

By Rachel Ziemba and Christian Menegatti Oct 11, 2010

North America Weekly

U.S.: Parsing the FOMC; Canada: Soft Labor Market Is Here to Stay

By Prajakta Bhide, Christian Menegatti, Tetiana Sears and Rachel Ziemba Oct 11, 2010

Economic Research

U.S.: Parsing the FOMC Ahead of November

By Prajakta Bhide and Christian Menegatti Oct 11, 2010

Economic Research

U.S. Employment Report: One More Step Toward QE2

By Prajakta Bhide Oct 8, 2010

Economic Research

Q4 2010 Geostrategic Risk Note: Asia on the Boil, U.S.-Europe Reap Anti-Incumbent Backlash

By Michael Moran Oct 7, 2010

North America Weekly

U.S. Consumer Spending Better in Q3; Canada's Labor Market to Downshift

By Prajakta Bhide and Rachel Ziemba Oct 4, 2010

Economic Research

U.S. Consumer Spending Better in Q3; Dollar Retains its Reserve Share

By Prajakta Bhide and Rachel Ziemba Oct 4, 2010

Economic Research

Political Risk and the U.S. Midterm Elections

By Michael Moran and Prajakta Bhide Sep 28, 2010

North America Weekly

U.S.: FOMC Poised to Step Up, Home Prices Step Down; Canada: Confirming Weaker Start to H2

By Prajakta Bhide, Christian Menegatti and Rachel Ziemba Sep 27, 2010

Economic Research

United States: FOMC Poised to Step Up, Home Prices Poised to Step Down

By Prajakta Bhide and Christian Menegatti Sep 27, 2010

North America Weekly

U.S.: Back to Fed Watching and Japanese Intervention; Canada: Deteriorating Household Balance Sheets

By Prajakta Bhide, Rachel Ziemba, Christian Menegatti and Tetiana Sears Sep 20, 2010

Economic Research

United States: All Eyes on the FOMC; Japan Buying Treasurys Strongly

By Prajakta Bhide, Christian Menegatti and Rachel Ziemba Sep 20, 2010

Economic Research

The U.S. Should Ignite Job Creation With a Temporary Cut in Payroll Tax

By Nouriel Roubini Sep 16, 2010

North America Weekly

U.S. Trade Deficit Narrows; “Unusual Uncertainty” in Canada’s Monetary Outlook

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Sep 13, 2010

Global Economic Outlook

United States: September 2010 Outlook Update

By Christian Menegatti and Prajakta Bhide Sep 10, 2010

Global Economic Outlook

Global Overview: September 2010 Outlook Update

By Nouriel Roubini, Christian Menegatti and the RGE Macroeconomic Team Sep 10, 2010

North America Weekly

U.S.: Devil in the Details; Canada: Start of the New Normal

By Prajakta Bhide, Christian Menegatti, Tetiana Sears and Rachel Ziemba Sep 6, 2010

Economic Research

U.S. Employment Report: Better or Worse? It's All About Perspective

By Christian Menegatti and Prajakta Bhide Sep 3, 2010

Economic Research

North America Focus: Watching Bernanke; Canada’s Year of Two Halves

By RGE North America Analysts Aug 30, 2010

Economic Research

Approaching a Dangerous Stall Speed

By Nouriel Roubini, Christian Menegatti and Prajakta Bhide Aug 27, 2010

Economic Research

Q2 2010 U.S. GDP: U.S. Economy Slowing to a Stall

By Prajakta Bhide and Christian Menegatti Aug 27, 2010

Economic Research

North America Focus: Weak U.S. Data Spark 'Race to the Bottom'; Canada's Consumers Still Cool

By Prajakta Bhide, Tetiana Sears, Christian Menegatti and Rachel Ziemba Aug 23, 2010

Economic Research

North America Focus: U.S.: Warming Up the Helicopter; Canada: Inflation Moderates Going Forward

By Christian Menegatti, Prajakta Bhide, Tetiana Sears and Rachel Ziemba Aug 16, 2010

Economic Research

North America Focus: U.S. Flying on One Engine; Canadian Labor Market Flashing Red?

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Aug 9, 2010

Economic Research

U.S. Employment Report Shows Prolonged Malaise

By Prajakta Bhide Aug 6, 2010

Economic Research

Q3 2010 Geostrategy Note: Nascent Nukes, Portly PIIGS and the Taliban

By Michael Moran Aug 4, 2010

Economic Research

North America Focus: U.S. Economy Proceeds Sluggishly; U.S. and Canadian Labor Markets Examined

By Prajakta Bhide, Tetiana Sears, Christian Menegatti and Rachel Ziemba Aug 2, 2010

Economic Research

U.S. Q2 GDP Figures Signal U-Shaped Recovery

By Prajakta Bhide and Christian Menegatti Jul 30, 2010

Economic Research

North America Focus: Growth Slowdown Preoccupies the Fed; Bank of Canada Takes It Slow

By Prajakta Bhide, Tetiana Sears, Christian Menegatti and Rachel Ziemba Jul 26, 2010

Global Economic Outlook

United States: Q3 2010 Outlook

By Christian Menegatti and Prajakta Bhide Jul 15, 2010

Economic Research

U.S. Employment Report: Entering the Second Half of the 'Year of Two Halves'

By Christian Menegatti and Prajakta Bhide Jul 2, 2010

Economic Research

A Fresh Look at the Housing Market: What Has Changed?

By Prajakta Bhide and Christian Menegatti Jun 24, 2010

Economic Research

The Costs of Oil Drilling

By Mikka Pineda and Gary Clark Jun 24, 2010

Economic Research

Savers v. Spenders: Balancing the Global Recovery

By Nouriel Roubini Jun 16, 2010

Economic Research

Deepwater Doesn't Mean a Double Dip

By Lee Hudson Teslik, Christian Menegatti and Rachel Ziemba Jun 14, 2010

Economic Research

Goodbye V-Shaped Recovery: Payrolls Surge and Disappoint

By Christian Menegatti Jun 4, 2010

Economic Research

United States: Revisiting our “Year of Two Halves” Theme

By Christian Menegatti and Prajakta Bhide Jun 1, 2010

Economic Research

What’s on the Agenda at the U.S.-China Strategic and Economic Dialogue?

By Adam Wolfe and Rachel Ziemba May 17, 2010

Economic Research

U.S. Labor Market: Planting the Seeds for the Recovery

By Christian Menegatti May 7, 2010

Economic Research

Q1 2010 U.S. GDP Growth: Parsing the Data and Looking Ahead

By Prajakta Bhide and Christian Menegatti Apr 30, 2010

Economic Research

U.S. Home Prices: Signs of the Dreaded Double Dip?

By Prajakta Bhide and Christian Menegatti Apr 28, 2010

Global Economic Outlook

United States: Q2 2010 Outlook

By Prajakta Bhide, Christian Menegatti and Arpitha Bykere Apr 19, 2010

Economic Research

Obama’s Hand of Friendship: A Rogues’ Gallery of Mixed Results

By Michael Moran Apr 14, 2010

Economic Research

U.S. Labor Market: Out of the Woods?

By Arpitha Bykere and Christian Menegatti Apr 2, 2010

Economic Research

No Greece in America's Engine

By Arpitha Bykere, Arnab Das, Christian Menegatti and Arun Motianey Mar 24, 2010

Economic Research

The U.S.-China Currency and Trade Collision Course

By Nouriel Roubini Mar 24, 2010

Economic Research

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

By Rachel Ziemba and Adam Wolfe Mar 16, 2010

Economic Research

Will Lead Take the Lead Among Base Metals?

By Mikka Pineda Mar 15, 2010

Economic Research

Choppy Waters Rock the Trans-Atlantic Relationship

By Michael Moran Mar 11, 2010

Economic Research

Who Will Buy the U.S. Treasurys?

By Rachel Ziemba Mar 9, 2010

Economic Research

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

By Arpitha Bykere and Christian Menegatti Mar 5, 2010

Economic Research

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

By Nouriel Roubini Mar 4, 2010

Economic Research

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

By Christian Menegatti and Prajakta Bhide Feb 26, 2010

Economic Research

New Home Sales Plunge in January

By Prajakta Bhide and Christian Menegatti Feb 25, 2010

Global Economic Outlook

United States: Q1 2010 Outlook

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

Economic Research

On the Verge of Job Creation

By Christian Menegatti and Arpitha Bykere Feb 5, 2010

Economic Research

Comparing 2010 Growth Forecasts for Major Economies

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

Economic Research

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

By Prajakta Bhide Jan 20, 2010

Economic Research

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

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

Economic Research

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 Jan 4, 2010

Economic Research

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

By Arnab Das, Natalia Gurushina, Jennifer Kapila, Elisa Parisi-Capone Jan 4, 2010

Economic Research

RGE Currency Outlook: The U.S. Dollar

By Mikka Pineda and Christian Menegatti Jan 1, 2010

Economic Research

U.S. Home Prices and Mortgage Loan Loss Severity

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

Economic Research

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

By Christian Menegatti and Prajakta Bhide Nov 16, 2009

Economic Research

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

By Mikka Pineda Nov 16, 2009

Economic Research

Obama Sets New Myanmar Policy in Motion

By Julie Ginsberg Nov 13, 2009

Economic Research

Another Bleak U.S. Labor Market Report

By Arpitha Bykere and Christian Menegatti Nov 6, 2009

Economic Research

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

By Arpitha Bykere and Elisa Parisi-Capone Nov 4, 2009

Economic Research

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

By Nouriel Roubini Nov 1, 2009

Economic Research

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

By Nouriel Roubini and Christian Menegatti Oct 29, 2009

Economic Research

The Rising Sun also Sets

By Michael Moran Oct 7, 2009

Economic Research

Global Imbalances Outlook, Q4 2009

By Rachel Ziemba Oct 7, 2009

Economic Research

The Fed's Balance Sheet and Possible Exit Strategies

By Mikka Pineda and Christian Menegatti Oct 1, 2009

Economic Research

For Obama's Diplomacy, the Going Gets Tough

By Michael Moran Sep 30, 2009

Economic Research

The First-Time Homebuyer Tax Credit and Housing Vacancies

By Prajakta Bhide and Christian Menegatti Sep 29, 2009

Economic Research

Is the U.S. Housing Sector Bottoming Out?

By Christian Menegatti and Prajakta Bhide Sep 29, 2009

Economic Research

Seeking Answers on Oil Market Volatility

By Monika Brown Sep 18, 2009

Economic Research

The July TIC Data: In for the Long Term?

By Rachel Ziemba Sep 16, 2009

Economic Research

Ripples of 9/11 Continue 8 Years On

By Rachel Ziemba Sep 11, 2009

Economic Research

Comparing Three Crises

By Mikka Pineda Sep 9, 2009

Economic Research

On the Reappointment of Ben Bernanke

By Nouriel Roubini Aug 25, 2009

Economic Research

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

By Arpitha Bykere and Christian Menegatti Aug 8, 2009

Economic Research

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

By Rachel Ziemba and Adam Wolfe Jul 24, 2009

Economic Research

Global Imbalances Outlook, Q3 2009

By Rachel Ziemba Jul 24, 2009

Economic Research

Climate Change Outlook, Q3 2009

By Kavitha Cherian & Rachel Ziemba Jul 24, 2009

Economic Research

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

By Rachel Ziemba Jul 17, 2009

Economic Research

Roubini Statement on the U.S. Economic Outlook

By Nouriel Roubini Jul 16, 2009

Economic Research

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

By Nouriel Roubini Jul 14, 2009

Economic Research

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

By Nouriel Roubini Jul 2, 2009

Economic Research

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

By Arpitha Bykere Jun 5, 2009

Economic Research

When the Public Debt Rubber Meets the Investors' Anxiety Asphalt

By Nouriel Roubini May 28, 2009

Economic Research

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

By Nouriel Roubini May 19, 2009

Economic Research

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

By Mikka Pineda May 14, 2009

Economic Research

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

By Nouriel Roubini May 8, 2009

Economic Research

What the Stress Tests Didn't Tell Us

By Christian Menegatti May 8, 2009

Economic Research

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

By Nouriel Roubini Apr 10, 2009

Economic Research

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

By Nouriel Roubini Mar 25, 2009

Economic Research

Some Comments on the Fed's Latest Move

By RGE Analyst Team Mar 19, 2009

Economic Research

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

By Nouriel Roubini Mar 11, 2009

Economic Research

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

By Arpitha Bykere and Elisa Parisi-Capone Feb 26, 2009

Economic Research

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

By Nouriel Roubini Feb 19, 2009

Economic Research

The December TIC Data

By Rachel Ziemba Feb 18, 2009

Economic Research

Meeting the U.S. Financing Needs

By Arpitha Bykere, Rachel Ziemba and Mikka Pineda Feb 18, 2009

Economic Research

Treasury's Financial Stability Plan: Will it Work?

By Arpitha Bykere and Elisa Parisi-Capone Feb 11, 2009

Economic Research

It Is Time to Nationalize Insolvent Banking Systems

By Nouriel Roubini Feb 10, 2009

Economic Research

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

By Nouriel Roubini Feb 9, 2009

Economic Research

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

By Arpitha Bykere Feb 2, 2009

Economic Research

The Specter of Technical Insolvency

By Nouriel Roubini and Elisa Parisi-Capone Jan 31, 2009

Economic Research

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

By Arpitha Bykere, Rachel Ziemba, Kavitha Cherian and Jelena Vukotic Jan 22, 2009

Economic Research

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

By Nouriel Roubini Jan 14, 2009

Economic Research

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

By Arpitha Bykere Jan 6, 2009

Economic Research

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

By Mathias Kruettli Dec 31, 2008

Economic Research

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

By Nouriel Roubini Dec 17, 2008

Economic Research

The U.S. Credit Card Industry in 2009

By Mathias Kruettli Dec 12, 2008

Economic Research

Record Corporate Bond Spreads: A Buying Opportunity?

By Elisa Parisi-Capone Dec 6, 2008

Economic Research

A Wakeup Call for the New Foreign Policy Team?

By Rachel Ziemba, Kavitha Cherian, Jelena Vukotic and Christian Menegatti Dec 3, 2008

Economic Research

Focus on the U.S. Economy

By Arpitha Bykere, Elisa Parisi-Capone and Rachel Ziemba Nov 28, 2008

Economic Research

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

By Nouriel Roubini Nov 26, 2008

Economic Research

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

By Nouriel Roubini Nov 19, 2008

Economic Research

Obama's Asian Priorities

By Arpitha Bykere, Rachel Ziemba and Kavitha Cherian Nov 18, 2008

Economic Research

Looking for the Bottom

By Christian Menegatti Nov 16, 2008

Economic Research

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

By Nouriel Roubini Nov 14, 2008

Economic Research

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

By Nouriel Roubini Nov 11, 2008

Economic Research

The Economic Mess and Financial Disaster that Obama Will Inherit

By Nov 6, 2008

Economic Research

Barack Obama, the 44th President of the United States

By Arpitha Bykere, Rachel Ziemba, Kavitha Cherian and Christian Menegatti Nov 5, 2008

Economic Research

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

By Nouriel Roubini Nov 4, 2008

Economic Research

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

By Christian Mennegatti Nov 3, 2008

Economic Research

Is the Worst Behind Us?

By Christian Menegatti Oct 16, 2008

Economic Research

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

By Nouriel Roubini Oct 13, 2008

Economic Research

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

By Nouriel Roubini Oct 9, 2008

Economic Research

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

By Nouriel Roubini Oct 9, 2008

Economic Research

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

By Nouriel Roubini Oct 3, 2008

Economic Research

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

By Kavitha Cherian Oct 3, 2008

Economic Research

Can a Market Meltdown be Prevented?

By Elisa Parisi-Capone Oct 1, 2008

Economic Research

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

By Nouriel Roubini Sep 29, 2008

Economic Research

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

By Nouriel Roubini Sep 28, 2008

Economic Research

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

By Nouriel Roubini Sep 24, 2008

Economic Research

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)

By Nouriel Roubini Sep 19, 2008

Economic Research

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

By Arpitha Bykere and Christian Menegatti Sep 19, 2008

Economic Research

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

By Nouriel Roubini Sep 17, 2008

Economic Research

The Worst Financial Crisis Since the Great Depression

By Nouriel Roubini Sep 17, 2008

Economic Research

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

By Nouriel Roubini Sep 11, 2008

Economic Research

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

By Nouriel Roubini Sep 9, 2008

Economic Research

Fannie and Freddie's Bust and Deeply Flawed Government Bailout

By Nouriel Roubini Sep 7, 2008

Economic Research

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

By Nouriel Roubini Sep 3, 2008

Economic Research

2008 US and Global Economic Outlook and Implications for Financial Markets

By Nouriel Roubini Sep 1, 2008

Economic Research

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

By Rachel Ziemba Aug 30, 2008

Economic Research

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

By Christian Menegatti Aug 28, 2008

Economic Research

The Decline of the American Empire

By Nouriel Roubini Aug 13, 2008

Economic Research

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

By Arpitha Bykere Aug 1, 2008

Economic Research

U.S. Labor Market Dynamics in a Slowing Economy

By Arpitha Bykere Jul 31, 2008

Economic Research

So, Is This A U.S. Recession?

By Christian Menegatti and Mikka Pineda Jul 30, 2008

Economic Research

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…

By Nouriel Roubini Jul 25, 2008

Economic Research

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

By Nouriel Roubini Jul 20, 2008

Economic Research

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

By Nouriel Roubini Jul 17, 2008

Economic Research

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

By Nouriel Roubini Jul 11, 2008

Economic Research

Global Recession Watch: Recoupling Rather than Decoupling

By Nouriel Roubini Jul 3, 2008

Economic Research

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

By Elisa Parisi-Capone Jul 1, 2008

Economic Research

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

By Nouriel Roubini Jun 25, 2008

Economic Research

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

By Rachel Ziemba Jun 17, 2008

Economic Research

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

By Nouriel Roubini Jun 8, 2008

Economic Research

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

By Rachel Ziemba Jun 5, 2008

Economic Research

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

By Nouriel Roubini May 15, 2008

Economic Research

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

By Nouriel Roubini May 13, 2008

Economic Research

Effects of the U.S. Recession on Asian Growth

By Nouriel Roubini May 8, 2008

Economic Research

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

By Nouriel Roubini May 6, 2008

Economic Research

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

By Christian Menegatti Apr 24, 2008

Economic Research

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

By Rachel Ziemba Apr 8, 2008

Economic Research

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

By Christian Menegatti Apr 3, 2008

Economic Research

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

By Nouriel Roubini Mar 31, 2008

Economic Research

Solutions for the Mortgage Crisis

By Christian Menegatti Mar 25, 2008

Economic Research

Fed in Action: The Bear Stearns Aftermath

By Christian Menegatti Mar 18, 2008

Economic Research

Overview of Fed's New Lending Facilities

By Elisa Parisi-Capone Mar 17, 2008

Economic Research

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

By Christian Menegatti Mar 13, 2008

Economic Research

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

By Nouriel Roubini Feb 8, 2008

Economic Research

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

By Nouriel Roubini Feb 5, 2008

Economic Research

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

By Arpitha Bykere Jan 1, 2008

Economic Research

Obama Tours Asia with a Full Agenda

By RGE Analysts Nov 18, 2007

Economic Research

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

By Rachel Ziemba Nov 15, 2007

Economic Research

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

By Nouriel Roubini Sep 13, 2007

Economic Research

World Map of the U.S. Subprime Fallout

By Mikka Pineda Aug 1, 2007

Economic Research

The Instability of the Bretton Woods 2 Regime

By Rachel Ziemba Jul 15, 2007

Economic Research

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

By Nouriel Roubini and Christian Menegatti Apr 14, 2007

Economic Research

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

By Elisa Parisi-Capone Mar 27, 2007

Economic Research

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

By Nouriel Roubini and Christian Menegatti Mar 15, 2007

Economic Research

Why China Should Abandon Its Dollar Peg

By Nouriel Roubini Jan 14, 2007

Economic Research

Dr. Roubini's 2006 Speech to the IMF

By Nouriel Roubini Sep 7, 2006

Economic Research

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

By Nouriel Roubini Aug 26, 2006

Economic Research

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

By Nouriel Roubini Aug 23, 2006

Economic Research

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

By Nouriel Roubini Jun 1, 2006

Economic Research

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

By Nouriel Roubini Apr 1, 2006

Economic Research

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

By Nouriel Roubini Jan 8, 2006

Economic Research

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

By Nouriel Roubini and Brad Setser May 1, 2005

Economic Research

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

By Nouriel Roubini and Brad Setser Feb 1, 2005

Economic Research

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

By Nouriel Roubini and Brad Setser Nov 17, 2004

EconoMonitors

Geostrategy Channel

Which Nations Will Make Wise Decisions Under Stress? Who Will Screw-Up and Fail?

Fabius Maximus May 23, 2012

United States Channel

State Dependence and Fiscal Multipliers

Menzie Chinn May 23, 2012

Finance & Markets Channel

Earth to Dimon: Banks Don’t Have a Right to Profit

Yves Smith May 23, 2012

Geostrategy Channel

The Unseen but Perhaps Decisive Grand Alignment of Nations

Fabius Maximus May 22, 2012

United States Channel

Fiscal Stimulus

James Hamilton May 22, 2012

Finance & Markets Channel

How Facebook Screwed Up Its Own IPO

Barry Ritholtz May 22, 2012

Nouriel Roubini's Global EconoMonitor

Bartiromo One on One with Nouriel Roubini: Trouble Ahead for Economy

Nouriel Roubini May 21, 2012

Latin America Channel

North American Competitiveness

Shannon Oneil May 21, 2012

Finance & Markets Channel

Jamie Dimon Should Resign from the Board of the New York Fed

Simon Johnson May 21, 2012

United States Channel

Strategic Briefing - Taxmageddon and the Economy

James Picerno May 21, 2012

United States Channel

The Commencement Address That Won’t Be Given

Robert Reich May 20, 2012

Finance & Markets Channel

Weighing the Week Ahead - Any Help from the European Summit?

Jeffrey Miller May 20, 2012

United States Channel

Flexible Inflation Targeting Is Just Fine

David Beckworth May 18, 2012

Finance & Markets Channel

Geithner to Dimon: Resign from the Board of the New York Fed

Simon Johnson May 18, 2012

United States Channel

The War on Data Collection Continues: House of Representatives Edition

Menzie Chinn May 18, 2012

Ed Dolan's Econ Blog

Inflation is Quiet, So Why are People Still Feeling its Pain?

Ed Dolan May 17, 2012

United States Channel

Is Inflation Targeting Really Dead?

David E. Altig May 17, 2012

Finance & Markets Channel

Break Them Up

Mark Thoma May 17, 2012

Finance & Markets Channel

A Brief History Lesson: How We Ended Glass Steagall

Barry Ritholtz May 17, 2012

Finance & Markets Channel

Why Markets Won’t Fix JPMorgan

James Kwak May 17, 2012

United States Channel

The Dog That Didn’t Bark: Obama on JPMorgan

Robert Reich May 17, 2012

Finance & Markets Channel

Oil and Gasoline Prices

James Hamilton May 16, 2012

United States Channel

50 Years of Government Spending . . .

Barry Ritholtz May 16, 2012

Finance & Markets Channel

'What Scares Me Isn’t $2 Billion Loss JP Morgan Made, What Scares Me Is the Record $19 Billion in Profits'

Yves Smith May 16, 2012

United States Channel

The Housing Market and the Case for Higher Inflation Targets

Menzie Chinn May 15, 2012

Finance & Markets Channel

Gold Is a Commodity, Not a Currency

Barry Ritholtz May 15, 2012

Finance & Markets Channel

Gasoline Prices Implied by Futures

Menzie Chinn May 15, 2012

Finance & Markets Channel

JPMorgan: What's the Fuss?

Chris Whalen May 15, 2012

Finance & Markets Channel

Topiary Lessons - JP Morgan's US $2 billion Loss

Satyajit Das May 15, 2012

Global Macro Channel

It Is Never Too Late: Global Economic Collapse Edition

David Beckworth May 14, 2012

Finance & Markets Channel

Regression to the Mean, JPMorgan Edition

James Kwak May 14, 2012

Latin America Channel

Changes in Mexican Migration

Shannon Oneil May 14, 2012

United States Channel

Is That a Recession or Just More Slow-Growth Turbulence?

James Picerno May 14, 2012

United States Channel

Labor Force Nonparticipants: So What Are They Doing?

Julie Hotchkiss May 14, 2012

Finance & Markets Channel

'Everything Is a Hedge'

Barry Ritholtz May 14, 2012

United States Channel

JP Morgan and Systemic Risk

James Hamilton May 14, 2012

United States Channel

Colleges as Merchants of Debt

Yves Smith May 13, 2012

Finance & Markets Channel

Weighing the Week Ahead: Any Help from Housing?

Jeffrey Miller May 13, 2012

Global Macro Channel

WHAT’S ON YOUR MIND? THOUGHTS FROM THE ECONOMONITOR COMMUNITY

Joshua Glazer May 13, 2012

Dan Alpert's Two Cents

On Taking Stock with Pimm Fox Looking Under the Hood of J.P. Morgan in its Week of Embarrassment

Daniel Alpert May 13, 2012

Finance & Markets Channel

JP Morgan Loss Bomb Confirms That It’s Time to Kill VaR

Yves Smith May 11, 2012

Finance & Markets Channel

JP Morgan Debacle Reveals Fatal Flaw In Federal Reserve Thinking

Simon Johnson May 11, 2012

United States Channel

Of Bedrooms and Boardrooms

Robert Reich May 10, 2012

United States Channel

Bad Dividend Math

James Kwak May 10, 2012

Global Macro Channel

Marc Faber Sees A 1987-Like Crash Approaching

Tyler Durden May 10, 2012

United States Channel

A Take on Labor Force Participation and the Unemployment Rate

David E. Altig May 10, 2012

United States Channel

Does History Support NGDP Targeting Now?

James Picerno May 10, 2012

Nouriel Roubini's Global EconoMonitor

CNBC Roubini Video from SALT Conference: Global Economy Faces a 'Perfect Storm' in 2013:

Nouriel Roubini May 9, 2012

United States Channel

Achuthan: The US Will Be in Recession by the End of Next Month

Edward Harrison May 9, 2012

Global Macro Channel

Fiscal Consolidation: Striking the Right Balance

David Lipton May 8, 2012

Global Macro Channel

Economic Alert: If You’re Not Worried Yet…You Should Be

Tyler Durden May 8, 2012

United States Channel

Conditional Inflation Now!

Menzie Chinn May 8, 2012

United States Channel

The War on Data Collection

Menzie Chinn May 8, 2012

United States Channel

Monetary Policy Change James Hamilton Can Believe In

David Beckworth May 8, 2012

United States Channel

Social Security Matters

James Kwak May 8, 2012

Geostrategy Channel

Investing in a G-Zero World

James Picerno May 8, 2012

Finance & Markets Channel

Invest in Stocks? FORGET ABOUT IT

Barry Ritholtz May 8, 2012

Geostrategy Channel

Shale Gas Hype: Subprime 2.0?

Yves Smith May 7, 2012

United States Channel

A Question of Timing: What America Can Learn from the Revolt in Europe

Robert Reich May 7, 2012

Finance & Markets Channel

Frontline Takes Issue With Naked Capitalism's Critique of Its 'Money, Power & Wall Street' Shows

Yves Smith May 7, 2012

Global Macro Channel

Is Global Real Estate Still in a Bubble?

Barry Ritholtz May 7, 2012

United States Channel

Strategic Briefing - Fed Governors and Monetary Policy Under Pressure

James Picerno May 7, 2012

Geostrategy Channel

Class Warfare

Rick Bookstaber May 7, 2012

United States Channel

The Answer Isn’t Socialism; It’s Capitalism that Better Spreads the Benefits of the Productivity Revolution

Robert Reich May 7, 2012

United States Channel

America's Jobs Challenges Are Increasingly Structural

Dan Steinbock May 7, 2012

United States Channel

The Best Fed News of the Week

David Beckworth May 6, 2012

Global Macro Channel

WHAT’S ON YOUR MIND? THOUGHTS FROM THE ECONOMONITOR COMMUNITY

Joshua Glazer May 6, 2012

Finance & Markets Channel

Economists, Liquidity Mongers and the Banker Assault on Financial Reform

Yves Smith May 6, 2012

United States Channel

More on Governor Romney’s 500,000 Job Creation Target, Expressed as a Percentage Growth Rate

Menzie Chinn May 6, 2012

United States Channel

Yes, the Fed Could Produce a Higher Inflation Rate

James Hamilton May 6, 2012

Finance & Markets Channel

Weighing the Week Ahead: Here Come the Candidates

Jeffrey Miller May 6, 2012

Ed Dolan's Econ Blog

Looking for the Good News in the April Jobs Report

Ed Dolan May 5, 2012

United States Channel

The Stall Has Arrived

Robert Reich May 4, 2012

United States Channel

Why the Economy Is Heading for a Stall

Robert Reich May 4, 2012

United States Channel

Wise Up to the Proper Flaws of Monthly NFP Data

Barry Ritholtz May 4, 2012

United States Channel

About the April Jobs Report – No New Jobs, a Result Bought at Great Cost

Fabius Maximus May 4, 2012

United States Channel

David Andolfatto Can Feel More Confident About NGDP Targeting

David Beckworth May 4, 2012

United States Channel

Is April's Slow/Low Payroll Growth Signaling the New Normal or a New Recession?

James Picerno May 4, 2012

United States Channel

2% Inflation Target: Symmetric Goals, Asymmetric Risks

David E. Altig May 4, 2012

Ed Dolan's Econ Blog

Fracking and the Environment: An Economic Perspective

Ed Dolan May 3, 2012

Finance & Markets Channel

A New Old Explanation for Recessions & Financial Crises

James Picerno May 3, 2012

Nouriel Roubini's Global EconoMonitor

Michael Milken Faces Off With Nouriel Roubini: What Could Possibly Go Wrong?

Nouriel Roubini May 3, 2012

Finance & Markets Channel

Is Wells Fargo a Lehman in the Making?

Yves Smith May 2, 2012

Finance & Markets Channel

Weighing the Week Ahead: An Economic Turning Point?

Jeffrey Miller May 2, 2012

Global Macro Channel

The Tinder-Box Society

Robert Reich May 2, 2012

Great Leap Forward

Martin Wolf's Liquidity Traps and Free Lunches Through Fiscal Expansion

L. Randall Wray May 1, 2012

United States Channel

Video: Ron Paul vs Paul Krugman

Edward Harrison May 1, 2012

United States Channel

Manufacturing Activity Strengthens in April

James Picerno May 1, 2012

United States Channel

Rosenberg Takes on the Student Loan Bubble, and the 1937-38 Collape; Summarizes the Big Picture

Tyler Durden May 1, 2012

United States Channel

About America’s Economic Recovery: The Good News and the Bad

Fabius Maximus May 1, 2012

United States Channel

U.S. Spending Update

Tim Duy May 1, 2012

United States Channel

Is Personal Income Growth (Finally) Stabilizing?

James Picerno Apr 30, 2012

United States Channel

Growth Chill About to Hit the US

Humayun Shahryar & Santi Rasanayagam Apr 30, 2012

United States Channel

Sluggish U.S. Growth Continues

James Hamilton Apr 30, 2012

Global Macro Channel

WHAT'S ON YOUR MIND? THOUGHTS FROM THE ECONOMONITOR COMMUNITY

Joshua Glazer Apr 29, 2012

United States Channel

How Overpriced Is US Health Insurance?

Yves Smith Apr 29, 2012

Finance & Markets Channel

iEconomy, Part 3: The Corporate Tax Dodge

Barry Ritholtz Apr 29, 2012

Ed Dolan's Econ Blog

US GDP Data: Private Sector Grows 2.8% in Q1 2012, Government Continues to Shrink

Ed Dolan Apr 28, 2012

Efraim Chalamish's Economic Development and Security Blog

The Return of Investment Policy – The U.S. Is Back in the Game

Efraim Chalamish Apr 27, 2012

United States Channel

GDP Pushes Dollar Down Further

Marc Chandler Apr 27, 2012

United States Channel

The New American Economy: Concentrating Business Power to Suit an Unequal Society

Fabius Maximus Apr 27, 2012

United States Channel

Will the Fiscal Cliff Eat the Recovery, Such as It Is?

Yves Smith Apr 27, 2012

United States Channel

Bernanke: 'Read My Lips, Not My Japan Papers!'

David Beckworth Apr 27, 2012

Finance & Markets Channel

Frontline’s Astonishing Whitewash of the Crisis

Yves Smith Apr 27, 2012

Ed Dolan's Econ Blog

The Charitable Deduction as a Tax Expenditure: What it Buys and What to Do About It (Part 2)

Ed Dolan Apr 26, 2012

Great Leap Forward

A Modest Proposal to Stop Foreclosures

L. Randall Wray Apr 26, 2012

Great Leap Forward

Money and the Public Purpose: The Modern Money Theory Approach

L. Randall Wray Apr 26, 2012

United States Channel

Parsing the Finer Points of "Reckless" Behavior for Monetary Policy

James Picerno Apr 26, 2012

Global Macro Channel

How Europe’s Double Dip Could Become America’s

Robert Reich Apr 26, 2012

United States Channel

Fed Policy Remains on Hold

Mark Thoma Apr 25, 2012

United States Channel

The Bernanke Conundrum and Level Targeting

David Beckworth Apr 25, 2012

Dan Alpert's Two Cents

Earth to Paul Krugman

Daniel Alpert Apr 24, 2012

United States Channel

Raise the Cap and Close the Gap

Mark Thoma Apr 24, 2012

Finance & Markets Channel

The Hidden Bank Time Bomb: Interest Rate Risk

Yves Smith Apr 24, 2012

Global Macro Channel

The Robot Revolution Arrives, and the World Changes

Fabius Maximus Apr 24, 2012

United States Channel

No End to the Unemployment Problem in Sight

Mark Thoma Apr 23, 2012

United States Channel

Presidential Politics & the Business Cycle

James Picerno Apr 23, 2012

Global Macro Channel

The Week Ahead

Marc Chandler Apr 23, 2012

The Kapali Carsi

Don’t Make Central Banking Interesting

Emre Deliveli Apr 23, 2012

United States Channel

Distributional Impacts of Monetary Policy

Tim Duy Apr 23, 2012

Finance & Markets Channel

Look Out Below; China Manufacturing Edition

Barry Ritholtz Apr 23, 2012

United States Channel

Why “We’re on the Right Track” Isn’t Enough, and What Obama’s Plan Should Be for Boosting the Economy

Robert Reich Apr 22, 2012

United States Channel

What About All Those Excess Reserves at the Fed?

Edward Harrison Apr 22, 2012

Finance & Markets Channel

Weighing the Week Ahead: Will the Fed Disappoint the Markets?

Jeffrey Miller Apr 22, 2012

United States Channel

The Geography of U.S. Unemployment

James Hamilton Apr 22, 2012

Finance & Markets Channel

Gasoline Price Trends According to Futures

Menzie Chinn Apr 22, 2012

Great Leap Forward

LOUISIANA SUES BANKSTERS UNDER RICO LAWS: Will the Biggest Banks Finally Go the Way of the Gambinos?

L. Randall Wray Apr 21, 2012

Finance & Markets Channel

A Primer on Peak Oil

Edward Harrison Apr 20, 2012

Global Macro Channel

Making Goldilocks Happy - Finding the Right Balance for Public Spending

Carlo Cottarelli Apr 20, 2012

Ed Dolan's Econ Blog

The Charitable Deduction as a Tax Expenditure: What it Buys and What to Do About It (Part 1)

Ed Dolan Apr 19, 2012

United States Channel

Initial Claims Up - Time to Worry?

Tim Duy Apr 19, 2012

Great Leap Forward

DOES CHAIRMAN BERNANKE KNOW SQUAT ABOUT MONEY?

L. Randall Wray Apr 19, 2012

Global Macro Channel

Global Financial Stability: What’s Still to Be Done?

Jose Vinals Apr 19, 2012

United States Channel

Obama Needs His FDR Moment

David Beckworth Apr 19, 2012

Global Macro Channel

A Call for Greater Coordination Between Monetary and Fiscal Policy

Richard Wood Apr 19, 2012

Finance & Markets Channel

The Significance of Citigroup’s Shareholder Revolt

Robert Reich Apr 18, 2012

United States Channel

About That State and Local Tax Deduction

James Kwak Apr 18, 2012

Finance & Markets Channel

A Ban on Oil Speculation?

James Hamilton Apr 18, 2012

Global Macro Channel

Mediocre Growth, High Risks, and the Long Road Ahead

Olivier Blanchard Apr 18, 2012

United States Channel

Mitt Romney Still Can’t Do Arithmetic

James Kwak Apr 17, 2012

United States Channel

Thoughts on Tax Day 2012

Robert Reich Apr 17, 2012

United States Channel

Taking a Deeper Dive into the Definition of Inflation

Michael Bryan Apr 17, 2012

United States Channel

A Little Less Unscorable

Menzie Chinn Apr 17, 2012

United States Channel

Another Strong Month for Retail Sales in March

James Picerno Apr 17, 2012

United States Channel

On Labels, Dove vs. Hawk

Tim Duy Apr 17, 2012

Geostrategy Channel

On to the Summit

Walter Molano Apr 17, 2012

Finance & Markets Channel

TIC Update

Tim Duy Apr 16, 2012

United States Channel

The Buffett Rule Is A Good Idea

Simon Johnson Apr 16, 2012

Finance & Markets Channel

Keen: Instability in Financial Markets

Edward Harrison Apr 15, 2012

Global Macro Channel

Jim Yong Kim For The World Bank

Simon Johnson Apr 15, 2012

United States Channel

The Conventional Wisdom of Tax Reform

James Kwak Apr 15, 2012

United States Channel

Why a Fair Economy Is Not Incompatible with Growth but Essential to It

Robert Reich Apr 15, 2012

United States Channel

Is the Composition of Job Growth Behind Slow Income Growth?

David E. Altig Apr 15, 2012

United States Channel

The Future of America

Barry Ritholtz Apr 15, 2012

Finance & Markets Channel

Weighing the Week Ahead: Will Q1 Earnings Disappoint?

Jeffrey Miller Apr 15, 2012

United States Channel

Maddening Monetary Policy Making

Tim Duy Apr 15, 2012

Ed Dolan's Econ Blog

Latest Inflation Data Show Little Sign that Gasoline Prices are Derailing the Recovery

Ed Dolan Apr 14, 2012

Great Leap Forward

21st Annual Hyman P. Minsky Conference: Debt, Deficits, and Financial Instability

L. Randall Wray Apr 13, 2012

United States Channel

Are the Hawks Correct About the Fall in Productive Capacity?

Mark Thoma Apr 12, 2012

United States Channel

Initial Jobless Claims Soar Past Expectations, Hit 380K, Highest Since January

Tyler Durden Apr 12, 2012

United States Channel

Is Commercial Loan Growth a Positive Sign for the Economy?

James Picerno Apr 12, 2012

United States Channel

Is There Really an Aggregate Demand Problem?

David Beckworth Apr 12, 2012

United States Channel

The US Has the Highest Share of Employees in Low Wage Work

Mark Thoma Apr 11, 2012

United States Channel

Why the Buffett Rule Sets the Bar Too Low

Robert Reich Apr 11, 2012

Geostrategy Channel

Managing Strategic Petroleum Reserves

James Hamilton Apr 11, 2012

Finance & Markets Channel

How Has Fed Intervention Impacted Markets?

Barry Ritholtz Apr 11, 2012

Great Leap Forward

Developing the 'Financial Instability Hypothesis': More on Hyman Minsky's Approach

L. Randall Wray Apr 11, 2012

Last Days of Rome

How America Builds Its Way Back to Balance

Michael Moran Apr 11, 2012

United States Channel

The Economy Is Nowhere Near as Robust as Stocks Would Have You Believe

Edward Harrison Apr 11, 2012

Nouriel Roubini's Global EconoMonitor

Jim O'Neil and Nouriel Roubini on Global Economic Recovery

Nouriel Roubini Apr 10, 2012

United States Channel

The Recovery Compared

Menzie Chinn Apr 10, 2012

United States Channel

The Structure of the Structural Unemployment Question

David E. Altig Apr 9, 2012

Europe Channel

There’ll Always Be France

Marvin Zonis Apr 9, 2012

United States Channel

The Impossibility of Defense Cuts

James Kwak Apr 9, 2012

Global Macro Channel

Video: Steve Keen on Modelling and the Krugman debate

Edward Harrison Apr 9, 2012

United States Channel

A Bit of Humility Is Still Required for Predicting the Business Cycle

James Picerno Apr 9, 2012

United States Channel

Fear of Buying: The Psychology of Renting (Part 5 of 5)

Barry Ritholtz Apr 9, 2012

United States Channel

Current U.S. Economic Conditions

James Hamilton Apr 9, 2012

United States Channel

What Today’s Job Numbers Mean

Robert Reich Apr 8, 2012

United States Channel

About the March Jobs Report – a Few Jobs Bought at Great Cost

Fabius Maximus Apr 8, 2012

Finance & Markets Channel

Weighing the Week Ahead: More Excuses for Selling?

Jeffrey Miller Apr 8, 2012

United States Channel

Job Growth Slows Sharply In March

James Picerno Apr 6, 2012

Ed Dolan's Econ Blog

Latest Jobs Data Show Employment Ratio Remains Low: Why Legalizing Marijuana Would Help it Recover

Ed Dolan Apr 6, 2012

United States Channel

The Fable of the Century

Robert Reich Apr 6, 2012

United States Channel

The Recovery According to Ed “We Are Not in a Recession” Lazear

Menzie Chinn Apr 6, 2012

Geostrategy Channel

Replacing Iran's Oil Production

James Hamilton Apr 5, 2012

United States Channel

Foreclosures: A Decade Long Overhang (Part 4 of 5)

Barry Ritholtz Apr 5, 2012

United States Channel

Behind the "Trend is the Cycle"

Tim Duy Apr 5, 2012

United States Channel

Untangling Inflation Worries

James Picerno Apr 4, 2012

United States Channel

The Choice in 2012: Social Darwinism or a Decent Society

Robert Reich Apr 4, 2012

Global Macro Channel

Progress on the Monetary Policy and Banking Debate

Edward Harrison Apr 4, 2012

Global Macro Channel

Lessons from the Crisis for Teaching Macro

Menzie Chinn Apr 4, 2012

Finance & Markets Channel

The Problem With Home Prices (Part 3 of 5)

Barry Ritholtz Apr 4, 2012

United States Channel

Fed Minutes Confirm Policy on Hold

Tim Duy Apr 4, 2012

RGE Analysts

RGE's Christian Menegatti and Arnab Das Discuss China Slowdown, Oil Prices, and Potential Fed Action

Christian Menegatti & Arnab Das Apr 3, 2012

United States Channel

Okun’s Law, the Jobless Recovery, and Unexpectedly Fast Net Job Creation

Menzie Chinn Apr 3, 2012

Finance & Markets Channel

Home Affordability Reality Check (Part 2 of 5)

Barry Ritholtz Apr 3, 2012

Great Leap Forward

KRUGMAN VERSUS MINSKY: Who Should You Bank On When It Comes to Banking?

L. Randall Wray Apr 2, 2012

Finance & Markets Channel

Krugman’s Flashing Neon Sign

Scott Fullwiler Apr 2, 2012

United States Channel

John Taylor Reveals His Inner Market Monetarism

David Beckworth Apr 2, 2012

Daily Digest

News

Business Outlook Survey: May 2012

Federal Reserve Bank of Philadelphia  May 17, 2012

News

Manufacturing Growth Slowed in May; Expectations Remained Upbeat

Federal Reserve Bank of Richmond  May 22, 2012

News

April Existing-Home Sales Up, Prices Rise Again

National Association of Realtors  May 22, 2012

Analysis

US-China Public Opinion Survey 2012

Committee of 100  May 22, 2012

News

Two reasons why crop price falls will be restrained

Agrimoney  May 21, 2012

News

Cattle prices to rise, keeping feedlots in the red

Agrimoney  May 21, 2012

News

Rise in wheat prices may prove premature - but is warranted

Agrimoney  May 21, 2012

News

Mood sweetens as New York holds sugar dinner

Financial Times  Emiko Terazono May 21, 2012

News

Russian crop damage worries lift wheat

Financial Times  Emiko Terazono May 21, 2012

Blogs

Petrobras: gasping for air

Financial Times  May 21, 2012

News

Oil supply deal puts pressure on Iran

Financial Times  Javier Blas and Robin Harding May 21, 2012

News

China buyers defer raw material cargos

Financial Times  Javier Blas May 21, 2012

Analysis

Iran and Oil Scenarios Update: Cooling for Now

RGE  Rachel Ziemba and Gary Clark May 18, 2012

Analysis

Whither the Gold Safe Haven?

RGE  Gary Clark May 18, 2012

News

Negative US sentiment fuels gold rally

Financial Times  Emiko Terazono May 18, 2012

News

Crude slips to six-month low

Financial Times  Gregory Meyer May 17, 2012

News

Shell warns on US natural gas bounce

Financial Times  Guy Chazan May 17, 2012

News

Fears of US farmland bubble echo history

Financial Times  Javier Blas May 17, 2012

News

China injects vigour into carbon debate

Financial Times  Leslie Hook and Pilita Clark May 17, 2012

News

NEW RESIDENTIAL CONSTRUCTION IN APRIL 2012

U.S. Census Bureau  May 16, 2012

News

INDUSTRIAL PRODUCTION AND CAPACITY UTILIZATION: April 2012

Federal Reserve Board  May 16, 2012

News

Empire State Manufacturing Survey: May 2012

Federal Reserve Bank of New York  May 15, 2012

News

Builder Confidence Rises Five Points in May

National Association of Home Builders  May 15, 2012

News

Attack of the zombie refineries

Financial Times  Javier Blas May 16, 2012

News

Corn and soya battle for US acreage

Financial Times  Javier Blas May 16, 2012

News

MANUFACTURING AND TRADE INVENTORIES AND SALES March 2012

U.S. Census Bureau  May 15, 2012

News

Median CPI Up 0.2% in April

Federal Reserve Bank of Cleveland  May 15, 2012

News

CONSUMER PRICE INDEX – APRIL 2012

Bureau of Labor Statistics  May 15, 2012

News

PRODUCER PRICE INDEXES – APRIL 2012

Bureau of Labor Statistics  May 11, 2012

News

IEA sees pick-up in global oil demand

Fianncial Times  Guy Chazan May 11, 2012

News

IEA sees pick-up in global oil demand

Financial Times  Guy Chazan May 11, 2012

News

U.S. INTERNATIONAL TRADE IN GOODS AND SERVICES March 2012

U.S. Census Bureau  May 10, 2012

News

Record US corn crop set to ease prices

Financial Times  Emiko Terazono May 10, 2012

News

Gold falls on eurozone growth concern

Financial Times  Emiko Terazono May 10, 2012

News

Fear miners set to fall off ‘supercycle’

Financial Times  Helen Thomas and Jack Farchy May 10, 2012

News

MONTHLY WHOLESALE TRADE: SALES AND INVENTORIES March 2012

U.S. Census Bureau  May 09, 2012

Analysis

Review and Preview

Global Economic Forum-Morgan Stanley  Ted Wieseman May 09, 2012

News

Small Business Optimism Up 2 Points in April

National Federation of Independent Business  May 08, 2012

Opinions

A New U.S.-Turkey Partnership?

Council on Foreign Relations  Stephen J Hadley May 08, 2012

Blogs

U.S.-South Africa Cooperation

Council on Foreign Relations  John Campbell May 07, 2012

News

Gold drops below $1,600

Financial Times  Jack Farchy May 08, 2012

News

TNK-BP may join Rosneft in Arctic quest

Financial Times  Guy Chazan May 08, 2012

News

Clinton warns India over Iranian oil

Financial Times  James Fontanella-Khan May 08, 2012

Analysis

A Tipping Point for U.S.-Africa Commercial Relations

Brookings Institute  Mwangi S. Kimenyi and Witney Schneidman May 04, 2012

Analysis

Strategic and Economic Dialogue Joint Press Statement

U.S. State Department  Hillary Rodham Clinton May 04, 2012

Analysis

U.S. Fact Sheet - Economic Track of the Fourth Meeting of the U.S.-China Strategic and Economic Dialogue (S&ED)

US Dept of Treasury  May 04, 2012

Analysis

Joint Statement on the U.S.-China Strategic and Economic Dialogue Outcomes of the Strategic Track May 3-4, 2012

US Dept of State  May 04, 2012

News

THE EMPLOYMENT SITUATION -- APRIL 2012

Bureau of Labor Statistics  May 04, 2012

News

April 2012 Non-Manufacturing ISM Report On Business

Institute for Supply Management  May 03, 2012

News

Job Cuts Rise Slightly in April

Challenger, Gray & Christmas, Inc.  May 03, 2012

News

Japan nears nuclear shutdown

Financial Times  Javier Blas May 03, 2012

News

Mongolia eyes new foreign investment law

Financial Times  Leslie Hook May 03, 2012

News

The April 2012 Senior Loan Officer Opinion Survey on Bank Lending Practices

Board of Governors of the Federal Reserve System  Apr 30, 2012

News

Online Labor Demand Rises in April

The Conference Board  Apr 30, 2012

News

MARCH 2012 CONSTRUCTION AT $808.1 BILLION ANNUAL RATE

U.S. Census Bureau  May 01, 2012

News

April 2012 ADP National Employment Report

ADP National Employment Report  May 02, 2012

Analysis

The Basel III Liquidity Framework: Impacts and Recommendations

The Clearing House  Nov 1, 2011

Opinions

US caught between Iran and Israel

Asia Times Online  Kaveh L Afrasiabi Apr 28, 2012

News

PERSONAL INCOME AND OUTLAYS: MARCH 2012

Bureau of Economic Analysis  Apr 30, 2012

News

Manufacturing Activity Picks Up the Pace in April; Expectations Remain Upbeat

Federal Reserve Bank of Richmond  Apr 24, 2012

News

Chicago Business Barometer Tumbled

Institute for Supply Management – Chicago, Inc. and Deutsche Börse AG  Apr 30, 2012

News

TEXAS MANUFACTURING GROWTH SLOWS

Federal Reserve Bank of Dallas  Apr 30, 2012

News

Copper slides on Asian sell-off

Financial Times  Emiko Terazono May 01, 2012

News

Delta buys refinery to combat fuel costs

Financial Times  Jeremy Lemer May 01, 2012

News

Oil seed rise sparks new food price fear

Financial Times  Javier Blas May 01, 2012

News

Index shows economic activity decreased in March

Federal Reserve Bank of Chicago  Apr 26, 2012

News

GROSS DOMESTIC PRODUCT: FIRST QUARTER 2012 (ADVANCE ESTIMATE)

U.S. Census Bureau  Apr 27, 2012

News

Job Slowdown Halts Growth in Overall Confidence

Thomson Reuters/University of Michigan Surveys of Consumers  Apr 27, 2012

News

China producers plan copper exports

Financial Times  Leslie Hook and Jack Farchy Apr 30, 2012

News

China’s appetite for cereals lifts corn prices

Financial Times  Emiko Terazono Apr 30, 2012

News

Food inflation feared as soya prices soar

Financial Times  Javier Blas and Emiko Terazono Apr 30, 2012

News

US draft warns Sudan, S.Sudan of possible sanctions

Reuters  Louis Charbonneau and Michelle Nichols Apr 27, 2012

News

Total warns of lower production

Financial Times  Guy Chazan Apr 27, 2012

News

Vale bullish over iron ore price

Financial Times  Helen Thomas Apr 27, 2012

News

US natural gas prices weigh on ExxonMobil

Financial Times  Ed Crooks Apr 27, 2012

News

March Pending Home Sales Rise, Market Recovering

National Association of Realtors  Apr 26, 2012

News

Botswana: Exporters pin hopes on AGOA revival

The Monitor (Botswana)  Apr 26, 2012

Blogs

Lonesome Dove

The Economist  Apr 25, 2012

News

Advance Report on Durable Goods Manufacturers’ Shipments, Inventories and Orders March 2012

U.S. Census Bureau  Apr 25, 2012

News

The Conference Board Consumer Confidence Index® Virtually Unchanged

The Conference Board  Apr 24, 2012

News

Trafigura predicts dip for copper prices

Financial Times  Emiko Terazono Apr 25, 2012

News

NEW RESIDENTIAL SALES IN MARCH 2012

U.S. Census Bureau  Apr 24, 2012

News

FHFA House Price Index Up 0.3 Percent in February

Federal Housing Finance Agency  Apr 24, 2012

News

Nine Cities and Both Composites Hit New Lows in February 2012 According to the S&P/Case-Shiller Home Price Indices

S&P Indices  Apr 24, 2012

News

Brent’s record run predicted to continue

Financial Times  Javier Blas and Jack Farchy Apr 24, 2012

News

Eurozone growth fears hit oil price

Financial Times  Jack Farchy and Emiko Terazono Apr 24, 2012

News

Miners’ projects no longer copper-bottomed

Financial Times  Jack Farchy Apr 23, 2012

News

Gasoline prices start falling

Associated Press  Apr 23, 2012

News

34% decrease in volume of trade between Egypt, US in January 2012

Al Masry al Youm  Apr 20, 2012

Opinions

Oil and gas: Grim tidings from a veteran resource nationalist

Financial Times  John Robinson West Apr 23, 2012

News

US regulators look to ease swaps rules

Financial Times  Tom Braithwaite and Shahien Nasiripour Apr 23, 2012

Analysis

Shale Gas: Finds that form a bedrock of hope

Financial Times  Sylvia Pfeifer Apr 20, 2012

News

Business Outlook Survey: April 2012

Federal Reserve Bank of Philadelphia  Apr 19, 2012

News

Existing-Home Sales Decline in March but Inventory Down, Prices Stabilizing

National Association of Realtors  Apr 19, 2012

News

Support for oil prices weakens – for now

Financial Times  Javier Blas Apr 19, 2012

News

TransCanada submits new Nebraska routes for Keystone XL oil pipeline

Associated Press  Apr 19, 2012

Analysis

A Strategic Oil Reserve Release Can’t Save Us From High Prices

RGE  Gary Clark Apr 19, 2012

RGE Writings

Volcker Rule: Comment Period Extended by One Month—More Watering Down Ahead?

RGE  RGE Apr 05, 2012

News

Codelco chief bullish on copper prices

Financial Times  Jack Farchy Apr 19, 2012

News

China’s steel output hits record high

Financial Times  Leslie Hook Apr 19, 2012

RESEARCH AND STRATEGY FIXTURES

Global Economic Outlook CAM 2012 May
RGE Clients can activate their account by updating Manage My Account

Top 10 Most Read

Economic Research
1. What’s on Nouriel’s Mind: A Growth Compact—A 12-Point Plan to Jump-Start Eurozone Growth
Economic Research
2. Future Oil Supply (Part III): New Oil, New Fields
Market Strategy
3. Energy Weekly: Oil Prices—Subdued Now and Rising Into the Summer
Market Strategy
4. Equity Strategy Weekly: S&P Bounces Off Our Target; What Next?
Conference Call
5. What's Wrong With the Consensus on Global Macro and Markets
Economic Research
6. Eurozone Policy Responses: The Next Steps
Global Economic Outlook
7. Outlook Center
Critical Issue
8. U.S. Manufacturing Surveys Point to Weaker Activity in Early May
Market Strategy
9. Credit Dashboard
Critical Issue
10. Bank of Japan Disappoints Markets, Stands Pat in May

Featured Economic Research and Market Strategy

Featured Economic Research and Market Strategy Image

Featured Analysis

China’s Local Government Debt Crisis: A Solutions Manual

Adam Wolfe May 02, 2012

Adam Wolfe “While local government debt accumulation slowed to 16.7% in 2011, it appears to be increasing at a faster pace in 2012.”

FEATURED @ RGE

Economic Research

Brazil: Stuck in Traffic

Juan Lorenzo Maldonado May 17, 2012

Economic Research

Iran and Oil Scenarios Update: Cooling for Now

Rachel Ziemba and Gary Clark May 11, 2012

Cross Asset Monthly

Room for QE3—A Portfolio View

the RGE Market Strategy Team May 7, 2012

Economic Research

Spain Scenarios: Bring on the Bailout

Megan Greene, Katharina Jungen, Jennifer Kapila and David Nowakowski May 4, 2012

ROUBINI FEEDBACK FORUM

What Do You Think?
Weigh in on Roubini.com's new look or report any problems you encounter.

Website Feedback Content Feedback