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United States: Residential Real Estate Sector

U.S. Housing Demand: Pending Home Sales Index Points to Stabilization After the Sharp Collapse

RGE STRATEGY FLASH

Dead Cat Bounce

By Gina Sanchez and Christian Menegatti Sep 2, 2010

United States: Consumption

U.S. Retail Sales: Is the Back to School Spending Season Looking Any Better?

United States: Industrial and Corporate Sector

Is U.S. Business Investment Looking Significantly Slower in Q3 2010?

RGE ANALYSIS

Approaching a Dangerous Stall Speed

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

Macro View

Collateralized Debt Obligations (CDOs) and Structured Products

Goldman Pays $550 million to Settle CDO Fraud Suit

Unwinding of Structured Products: Together they Stand and Fall?

United States : Advanced Economies : North America : Finance and Banking : Macro View : Financial Systems and Regulation : Securitization and Structured Finance : Systemic Risk, Vulnerabilities and Asset Bubbles :

United States: External Sector

U.S. Trade Deficit Continues to Widen as Imports Remain Resilient

U.S. TIC Data: Not Much of a Flight to Safety in May?

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

Central Bank Reserves Diversification

Reserves Shifting Away From the Dollar?

Are Central Banks Rethinking the Euro's Role as a Reserve Currency?

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

United States: Consumption

U.S. Retail Sales: Is the Back to School Spending Season Looking Any Better?

U.S. Consumer Credit: Banks Ease Some Lending Standards; Demand Still Contracting on Net

United States : North America : Macro View :

United States: Residential Real Estate Sector

U.S. Housing Demand: Pending Home Sales Index Points to Stabilization After the Sharp Collapse

U.S. Home Prices: Any Signs of an Impending Double Dip?

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

United States: Price Dynamics (Inflation/Deflation)

U.S. Producer Prices: Any Signs of Pressure in the Pipeline?

U.S. Consumer Prices: Core Prices Remain Weak

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

United States: Monetary Policy

Jackson Hole: Hints About the Future of Monetary Policy

Kansas City Fed Symposium: “Macroeconomic Challenges: The Decade Ahead”

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

United States: Federal Reserve

Forthcoming Changes in the Composition of the FOMC

Will the Recipients of the Fed's Emergency Lending Programs Be Disclosed?

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

United States: Government Bonds

Where Are U.S. Long-Dated Treasury Yields Headed?

U.S. TIC Data: Not Much of a Flight to Safety in May?

United States : North America : Macro View : Markets : Government Bonds :

United States: Entitlement Reform

U.S. Health-Care Reform: Fiscal and Economic Impact?

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

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

United States: Economic Profile

U.S. Q2 2010 GDP Growth Revised Down to 1.6%; Final Sales Weaker at 1%

How Strong Will U.S. Economic Growth Be in 2010 and 2011?

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

United States: Fiscal Stimulus

Does The U.S. Need More Fiscal Stimulus?

Beyond the Extension of Jobless Benefits, Any Support From Fiscal Stimulus in 2010?

United States : North America : Macro View : Fiscal Policy :

United States: Fiscal Policy

Should the Bush Tax Cuts Be Extended or Allowed to Expire?

Can the U.S. Administration Tackle the Fiscal Deficit Amid Political Gridlock?

United States : North America : Macro View : Fiscal Policy :

United States: Industrial and Corporate Sector

Is U.S. Business Investment Looking Significantly Slower in Q3 2010?

U.S. Industrial Production Rises; Mixed Signals From Regional Surveys

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

United States: Labor Market

U.S. Labor Market: Initial Unemployment Decline, But Still Elevated

U.S. Productivity Growth Falls Back After Five Consecutive Gains

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

United States: Sectors

U.S. Services Sector: Will Services Pick Up as Manufacturing Levels Off?

Pharmaceuticals: More Headwinds in 2010?

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

The Group of Eight (G8)

G7 Ministers Focus on Financial Reform, Not Currencies

Has the G20 Superseded the G7/G8?

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

United States: State Finances

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

Do U.S. States Need More Fiscal Stimulus to Fill Their Budget Gaps?

United States : North America : Macro View :

Foreign Purchases of U.S. Assets

U.S. TIC Data: Not Much of a Flight to Safety in May?

Will China Keep Buying U.S. Assets?

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

Systemic Effects of Exit Strategies

Jackson Hole: Hints About the Future of Monetary Policy

Quantification of Exit Strategies in Advanced Economies: Fed Opts for QEII

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

Advanced Economies: Financial Sector Taxes

EU Lawmakers Approve Tough Bank Bonus Rules, Debate Bank Tax

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

The G20's Role in Economic Policymaking

What Was Accomplished at the G20 Summit in Toronto?

What Does Canada Want From the G8/G20?

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

The Troubled Asset Relief Program (TARP)

Large Banks Repay TARP Capital: What Has It Achieved?

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

United States: Financial Sector Compensation

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

Will the U.S. Treasury and Fed Measures to Regulate Financial Sector Compensation Yield Desirable Results?

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

United States: Offshoring and Immigration

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

How to Assist U.S. Workers to Cope With the Effects of Globalization?

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

United States: Future Federal Reserve Policy Regimes

Will the Fed Switch to a New Benchmark Interest Rate?

Dodd-Frank Bill: Financial Sector Adapts Business to Comply With the Volcker Rule

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

U.S. Commercial Real Estate

U.S. Commercial Real Estate: Outlook Still Precarious

U.S. Commercial Real Estate: Credit Crunch Compounding the Problem?

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

United States: Influence and the Global Economic Crisis

Timeline: Meltdown (2007-Present)

Timeline: Regulation & Deregulation (1880-Present)

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

Markets

Central Bank Reserves Diversification

Reserves Shifting Away From the Dollar?

Are Central Banks Rethinking the Euro's Role as a Reserve Currency?

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

Credit Default Swaps (CDS)

Credit Default Swaps and Clearinghouses: New Papers From Banque de France's Financial Stability Review

France and Germany Call for Ban on "Naked" CDS; U.S. Regulates Them Instead

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

U.S. Corporate Bonds

Risk Aversion Hits the Corporate Bond Market

Credit Markets: Outlook for 2010

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

United States: Government Bonds

Where Are U.S. Long-Dated Treasury Yields Headed?

U.S. TIC Data: Not Much of a Flight to Safety in May?

United States : North America : Macro View : Markets : Government Bonds :

Global Monetary System

Is It Time for a New Global Reserve Currency?

Are Central Banks Rethinking the Euro's Role as a Reserve Currency?

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

United States: Equities

U.S. Equity Market Slides on Global Recovery Doubts

Another Strong Quarter for U.S. Equities Earnings in Q2 2010?

United States : North America : Markets : Equities :

United States: Oil Production and Supply

Another Rig Explosion in the Gulf of Mexico: Will it Affect U.S. Oil Production?

Is BP Too Big to Fail?

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

Repurchase Agreements

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

Review of the Tri-Party Repo System: Task Force Releases Infrastructure Progress Report

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

United States: U.S. Dollar Long-Term

Central Banks Reserves Diversification: Shifting Away from the Dollar?

Ganging Up on the Dollar? Could Oil Exporters Move Away from Dollar Pricing?

United States : North America : Markets : Currencies :

Global Military Spending

Global Military Spending Still on the Rise?

The Rising Fiscal Cost of the Iraq War: Five Years On and Still Counting

China : Gulf Cooperation Council : North East Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security :

Dark Liquidity Pools

The 'Flash Crash' of May 6: How Safe is High-Frequency Trading?

'Flash Orders' and 'Naked Access' as Niches of High-Frequency Trading: Should They Be Banned?

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

United States: U.S. Dollar Short-Term

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

Central Banks Reserves Diversification: Shifting Away from the Dollar?

United States : North America : Markets : Currencies :

Credit Defaults Swaps on Asset-Backed Securities (ABCDS)

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

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

Commercial Paper

Asset-Backed Commercial Paper Outlook: Inherently Unstable Market?

Is the Economic Recovery for Real? The Commercial Paper Test

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

Petrodollars

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

Should GCC Countries De-peg from the Dollar?

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

Finance & Banking

Credit Rating Agencies

Credit Rating Agencies: New Regulations Bring Significant Reform

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

Post-Crisis Regulatory Reforms in the U.S.

Dodd-Frank Bill: Financial Sector Adapts Business to Comply With the Volcker Rule

Tackling Too-Big-To-Fail: Overview of Proposals

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

Collateralized Debt Obligations (CDOs) and Structured Products

Goldman Pays $550 million to Settle CDO Fraud Suit

Unwinding of Structured Products: Together they Stand and Fall?

United States : Advanced Economies : North America : Finance and Banking : Macro View : Financial Systems and Regulation : Securitization and Structured Finance : Systemic Risk, Vulnerabilities and Asset Bubbles :

Mark-to-Market Accounting

FAS 140 Revision Drives Re-Intermeditation of US$900 Billion Off-Balance-Sheet Assets: What Impact?

New IASB/FASB Proposals Expand Fair Value Accounting: A Step Forward?

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

Resolution of Troubled Financial Institutions

Contingent Convertibles (CoCos) Against Too-Big-To-Fail: A Viable Tool?

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

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

Credit Default Swaps (CDS)

Credit Default Swaps and Clearinghouses: New Papers From Banque de France's Financial Stability Review

France and Germany Call for Ban on "Naked" CDS; U.S. Regulates Them Instead

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

United States: Monetary Policy

Jackson Hole: Hints About the Future of Monetary Policy

Kansas City Fed Symposium: “Macroeconomic Challenges: The Decade Ahead”

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

OTC Derivatives Regulation

Central OTC Derivatives Counterparties: New Guidelines for Clearing and Reporting

EU Commission Draft Envisages Tough Derivatives Reform

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

Loan Modifications

Short Refinance Program: FHA Will Provide Additional Refinancing Options to Homeowners

Are Servicers Standing in the Way of Mortgage Loan Modifications?

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

U.S. Corporate Bonds

Risk Aversion Hits the Corporate Bond Market

Credit Markets: Outlook for 2010

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

Global Monetary System

Is It Time for a New Global Reserve Currency?

Are Central Banks Rethinking the Euro's Role as a Reserve Currency?

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

Hedge Fund and Private Equity Regulation

EU Hedge Fund and Private Equity Groups: Finance Ministers Agree to Mitigate Fund Regulation

Hedge Fund Regulation: U.S. Finalized Draft Legislation

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

Repurchase Agreements

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

Review of the Tri-Party Repo System: Task Force Releases Infrastructure Progress Report

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

Public-Private Investment Program (PPIP) and TALF

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

Toxic Asset Performance: Watch Maiden Lane

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

Pension Funds: Asset Allocation

How Well-Funded Are Global Corporate Pension Plans?

Global Pension Funds: Asset Allocation Strategies

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

Government Sponsored Enterprises

Fannie and Freddie Exercise Right to Give Troubled Mortgages Back to Original Lenders

GinnieMae, GSE and FHA Program Extension: Litterbin of Last Resort?

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

Systemic Effects of Exit Strategies

Jackson Hole: Hints About the Future of Monetary Policy

Quantification of Exit Strategies in Advanced Economies: Fed Opts for QEII

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

Leveraged Loans and Collateralized Loan Obligations (CLO)

Leveraged Loans and CLOs: Markets Stage a Comeback

How to Dispose of the US$100-200 Billion Leveraged Loan Overhang? Provide Financing To Buyer

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

High-Yield Bonds and Distressed Debt

Covenant-Lite and Payment-In-Kind Features: 'Zombie' Companies Delay Defaults, Hurt Recovery Rates

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

United States : Advanced Economies : North America : Finance and Banking : Corporate Bonds and Leveraged Loans : Hedge Funds and Private Equity :

Hedge Fund Performance

What's Driving Hedge Fund Performance?

Hedge Funds: Outlook for 2010

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

Advanced Economies: Financial Sector Taxes

EU Lawmakers Approve Tough Bank Bonus Rules, Debate Bank Tax

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

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

Commercial Real Estate Loss Estimates

Possible CMBS Trigger? Technical Default on Stuyvesant Town Debt on January 2010

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

U.S. Banking Sector Performance

Q2 2010 Reporting: Wall Street Earnings Dip from Q1

U.S. Banks: Q4 Banking Profile

United States : North America : Finance and Banking :

The Troubled Asset Relief Program (TARP)

Large Banks Repay TARP Capital: What Has It Achieved?

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

Dark Liquidity Pools

The 'Flash Crash' of May 6: How Safe is High-Frequency Trading?

'Flash Orders' and 'Naked Access' as Niches of High-Frequency Trading: Should They Be Banned?

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

United States: Financial Sector Compensation

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

Will the U.S. Treasury and Fed Measures to Regulate Financial Sector Compensation Yield Desirable Results?

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

Hedge Funds and Private Equity as Leveraged Investors

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

Covenant-Lite and Payment-In-Kind Features: 'Zombie' Companies Delay Defaults, Hurt Recovery Rates

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

Federal Deposit Insurance Corporation Guarantee Programs

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

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

Commercial Real Estate: Global Outlook Precarious

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

Outlook for Asian Real-Estate Market: Has the Worst Passed?

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

Credit Defaults Swaps on Asset-Backed Securities (ABCDS)

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

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

Counterparty Risk Management and Central Clearinghouse

Counterparty Risk Management: How Safe Are Central Clearinghouses?

ICE Launches Clearinghouse To Reduce Counterparty Risk in the Credit Default Swap (CDS) Market

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

Monoline Insurance

Private Lender Subsidies Ended: What Hope for Student Loan Crunch in Auction Rate Securities Market?

Ambac Bond Insurer Loses AAA Rating at Fitch, Triggering Global Equity Selloff: Regulators Sounding Bail-Out

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

Securitization

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

The Case Against Fix Retention Rules in Securitizations: BIS and IMF Global Financial Stability Report, Chapter II

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

Commercial Paper

Asset-Backed Commercial Paper Outlook: Inherently Unstable Market?

Is the Economic Recovery for Real? The Commercial Paper Test

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

Auction-Rate Securities

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

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

Special Purpose Vehicles (SPV)

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

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

CDS Trading Strategies

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

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

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

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

Structured Investment Vehicles: Asset Sales And Re-Intermediation Onto Balance Sheets

Asset-Backed Commercial Paper Outlook: Inherently Unstable Market?

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

Cash Bond - CBS Basis Comparison

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

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

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

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?

An RTC-II to Absorb the Tsunami of Distressed Debt?: Lessons From Previous Experience

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

Private Equity Performance

Private Equity: Outlook for 2010

Private Equity and the Credit Crunch: What to Do With US$500-1,000 Billion in Undrawn Funds?

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

U.S. Commercial Real Estate

U.S. Commercial Real Estate: Outlook Still Precarious

U.S. Commercial Real Estate: Credit Crunch Compounding the Problem?

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

Private Investment in Public Equity (PIPE)

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

Private Equity/Hedge Fund Consortium Buys IndyMac: White Knights Or Indirect Access To Safety Net?

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

Private Mortgage Insurers

MGIC, Radian Private Mortgage Insurers in Trouble: Another Hampered Business Post-Subprime Crisis?

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

Convexity

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

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

Delinquencies and Foreclosures in the Residential Mortgage Market

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

Delinquencies and Foreclosures in the U.S.: Where Do We Stand?

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

Covered Bonds

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

The European Covered Bond Market: Will The ECB Restore The Safe Haven?

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

U.S. Stress Tests and Additional Capital Needs

United States: IMF Conducts Stress Test for the 53 Largest BHCs

IMF Cuts Global Bank Loss Estimate to $2.3 Trillion From $2.8 Trillion

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

Fair Value Accounting

FAS 140 Revision Drives Re-Intermeditation of US$900 Billion Off-Balance-Sheet Assets: What Impact?

Sifting Through Past FDIC Troubled Asset Auctions: Average 56 Cents on Dollar Value Implies Additional $1 Trillion Writedowns

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

U.S. Credit Card Industry

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

AmericanExpress Gets Access to TARP: Are Monolines, Insurers, Automakers, Hedge Funds Next?

United States : North America : Finance and Banking :

Speculation

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

Geostrategic & Long Term Issues

U.S. Foreign Policy and Strategy

How Will the U.S.-Iraq Relationship Change Following the Troop Drawdown?

Can the Spy Scandal Mar the Reset in U.S.-Russia Relations?

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

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

How Is NATO’s Afghanistan Mission Faring?

A Reset in U.S. Relations with Afghan President?

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

NATO's Future Role

How Is NATO’s Afghanistan Mission Faring?

NATO in Afghanistan: Who’s In It for the Long Haul?

Baltics : Benelux : Bulgaria : Canada : Croatia : Czech Republic : Denmark : Eurozone : France : Germany : Greece : Hungary : Italy : Norway : Poland : Portugal : Romania : Spain : Turkey : United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Organizations :

The U.S. Intelligence Community

Can Pakistan’s Taliban Strike at America?

U.S. Intelligence Agencies Again under Scrutiny

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

United States: Domestic Politics

U.S. Congress Passes Emergency War Funding

U.S. Climate Change Bill Put Off Till the Fall ...at the Earliest?

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

U.S. Climate Change Policy

U.S. Climate Change Bill Put Off Till the Fall ...at the Earliest?

EPA Rulings on CO2: Is Regulation the Right Answer?

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

U.S.-China Relations

Will China Keep Buying U.S. Assets?

What Was Gained From the U.S.-China Strategic and Economic Dialogue?

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

Nuclear Weapons Proliferation

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

Did the 2010 Nuclear Non Proliferation Treaty Review Conference Live Up to Expectations?

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

United States: Entitlement Reform

U.S. Health-Care Reform: Fiscal and Economic Impact?

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

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

Biofuel

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

What Is the Current State of the Ethanol Market?

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

Alternative Transport Fuels

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

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

United States: Economic Profile

U.S. Q2 2010 GDP Growth Revised Down to 1.6%; Final Sales Weaker at 1%

How Strong Will U.S. Economic Growth Be in 2010 and 2011?

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

United States: Oil Production and Supply

Another Rig Explosion in the Gulf of Mexico: Will it Affect U.S. Oil Production?

Is BP Too Big to Fail?

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

China: Defense and Security Policy

Shanghai Cooperation Organization Rules Out Membership for Iran

China Worries Japan by Flexing Its Muscles in the Pacific

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

United States: Sectors

U.S. Services Sector: Will Services Pick Up as Manufacturing Levels Off?

Pharmaceuticals: More Headwinds in 2010?

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

U.S. Power Sector

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

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

Pension Funds: Asset Allocation

How Well-Funded Are Global Corporate Pension Plans?

Global Pension Funds: Asset Allocation Strategies

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

U.S. Defense Policy and Spending

U.S. Congress Passes Emergency War Funding

President Obama Unveils First National Security Strategy

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

Russia and the U.S.

Can the Spy Scandal Mar the Reset in U.S.-Russia Relations?

U.S.-Russia Ties: U.S. Senate Begins Ratification Process of the New START

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

Global Military Spending

Global Military Spending Still on the Rise?

The Rising Fiscal Cost of the Iraq War: Five Years On and Still Counting

China : Gulf Cooperation Council : North East Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security :

Turkey and the U.S.

Turkey's Deteriorating Relations With the West: Obama Sounds Warning

Turkey's New Diplomatic Confidence: Obstacles Remain For Turkey-Armenia Diplomatic Thaw

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

The G20's Role in Economic Policymaking

What Was Accomplished at the G20 Summit in Toronto?

What Does Canada Want From the G8/G20?

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

Global Health: Pandemics

Swine Flu Epidemic: Impact on Mexico's Economy

H1N1 Declared an Emergency in U.S.: What Might the Economic Costs of a "Swine Flu Pandemic" Be?

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

U.S. Foreign Policy Under Barack Obama

How Is China Reacting to U.S.-Vietnam Nuclear Talks?

U.S. - India Relations: New Beginnings?

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

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

How Is China Reacting to U.S.-Vietnam Nuclear Talks?

EU Launches Eastern Partnership Initiative: Boosting Influence in Moscow's Backyard?

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

The Group of Seven (G-7)

Has the G20 Superseded the G7/G8?

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

U.S.-China Strategic and Economic Dialogue

What Was Gained From the U.S.-China Strategic and Economic Dialogue?

Are U.S.-China Trade Tensions Worsening in 2010?

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

United States: Influence and the Global Economic Crisis

Timeline: Meltdown (2007-Present)

Timeline: Regulation & Deregulation (1880-Present)

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

U.S.-Mexico Relations

Drug-Related Violence Escalates in Mexico

Mexican Remittances and the Flow of Immigrants

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

U.S. Hyperpower Status

U.S. Congress Passes Emergency War Funding

Can the Spy Scandal Mar the Reset in U.S.-Russia Relations?

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

U.S.-Iran Relations

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

Timeline: U.S.-Iran Contacts

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

U.S.-UK Relations

UK Foreign and Defense Policy: Where Is the Coalition Heading?

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

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

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

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

Will Carbon Capture Ever Be Profitable?

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

Key Indicators

Unemployment rate
 Total
 (%, SA)
9.7,9.7,9.9,9.7,9.5 9.5
CPI
 Urban Consumer - All items
 (1982-84=100, SA)
217.59,217.73,217.58,217.22,216.93 216.93
Net Exports Of Goods And Services
 (Bil. Ch. 2005 $, SAAR)
-331.8,-348.3,-341.1,-367,-425.9 -425.9
Interest Rates
 Federal Funds Effective Rate
 (% P.A., NSA)
0.19,0.19,0.2,0.19,0.18 0.18
Stock Price Index
 S&P 500
 (Index, NSA)
1115.01,1113.84,1106.13,1101.53,1101.6 1,101.6
S&P/Case-Shiller® Home Price Index - 10-metro composite
 (Jan 2000=100, 3 mo ending, SA)
158.71,158.79,158.99,159.38,160.31 160.31
data by Moody's

RGE's Q3 2010 United States Outlook

RGE’s outlook for a year of two halves in the United States – with growth barely close to potential in H2 and sharply slowing down in H2 - appears to be playing out exactly as we envisioned. The recovery that began in H2 2009 was sustained into Q1 2010 largely relying on temporary effects of inventory restocking and stimulus measures. Final demand is tracking a sub 1% pace as of early 2010, and leading indicators and fundamentals suggest little room for improvement in the rest of the year. While Q1 2010 growth was already revised down from a strong first estimate of 3.7% all the way down to a 2.7% (out of which final sales were growing only 0.8%), our forecasts show further weakening in the remainder of the year with growth converging towards final demand as the inventory cycle flattens out. We forecast Q2 growth at 2.1%, Q3 at 1.6% and Q4 at 1.5%, taking year over year growth in 2010 to 2.6%.  With the weak growth momentum likely to continue in H1 2011, a tepid recovery with weak job growth remains our main scenario for the medium term; however, we continue to closely monitor the risks and vulnerabilities that could tip the anemic recovery into a full blown double dip recession.

Read the Q3 2010 United States Outlook.

RGE Analysis

RGE STRATEGY FLASH

Dead Cat Bounce

By Gina Sanchez and Christian Menegatti Sep 2, 2010

CROSS ASSET MONTHLY

Credit: Who Gets Their Pound of Flesh?

David Nowakowski Aug 31, 2010

CROSS ASSET MONTHLY

Commodities: No Pain, No Grain

Shelley Goldberg Aug 31, 2010

CROSS ASSET MONTHLY

Currencies: The End of Exuberance

Natalia Gurushina Aug 31, 2010

CROSS ASSET MONTHLY

Fixed Income: Unconventional Policies Create Uncertainty

Arun Motianey Aug 31, 2010

CROSS ASSET MONTHLY

Equities: Über Competitive Germany

Gina Sanchez Aug 31, 2010

CROSS ASSET MONTHLY

Executive Summary: States of Flux: Stay Risk Averse

Arnab Das Aug 31, 2010

CROSS ASSET MONTHLY

Financial Institutions: Cracks in the EZ Façade

Jennifer Kapila Aug 31, 2010

RGE STRATEGY FLASH

And the Ugly Gets Uglier

By Gina Sanchez and Ibrahim Gassambe Aug 30, 2010

RGE STRATEGY FLASH

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

By Jennifer Kapila Aug 30, 2010

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

By RGE North America Analysts Aug 30, 2010

Approaching a Dangerous Stall Speed

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

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

By Prajakta Bhide and Christian Menegatti Aug 27, 2010

RGE STRATEGY VIEW

Struggling to Break Free: Rising Correlations Part II

By David Nowakowski and Natalia Gurushina Aug 25, 2010

RGE STRATEGY VIEW

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

By David Nowakowski and Natalia Gurushina Aug 25, 2010

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

RGE STRATEGY VIEW

A Bumpy Road Ahead for Equities

By Gina Sanchez and Ibrahim Gassambe Aug 23, 2010

RGE STRATEGY VIEW

Renewable Energy: Investor Dreams and Sector Realities

By Shelley Goldberg Aug 19, 2010

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

RGE STRATEGY FLASH

Squeezing Stimulus Out of the MBS Market

By David Nowakowski Aug 11, 2010

RGE STRATEGY FLASH

Deus Ex Machina

By Arun Motianey Aug 11, 2010

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

U.S. Employment Report Shows Prolonged Malaise

By Prajakta Bhide Aug 6, 2010

RGE STRATEGY FLASH

Equities - Just Say No

By Gina Sanchez Aug 4, 2010

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

By Michael Moran Aug 4, 2010

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

RGE STRATEGY VIEW

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

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

By Prajakta Bhide and Christian Menegatti Jul 30, 2010

RGE STRATEGY VIEW

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

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

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

By Christian Menegatti and Prajakta Bhide Jul 2, 2010

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

By Prajakta Bhide and Christian Menegatti Jun 24, 2010

The Costs of Oil Drilling

By Mikka Pineda and Gary Clark Jun 24, 2010

Savers v. Spenders: Balancing the Global Recovery

By Nouriel Roubini Jun 16, 2010

Deepwater Doesn't Mean a Double Dip

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

Goodbye V-Shaped Recovery: Payrolls Surge and Disappoint

By Christian Menegatti Jun 4, 2010

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

By Christian Menegatti and Prajakta Bhide Jun 1, 2010

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

By Adam Wolfe and Rachel Ziemba May 17, 2010

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

by Christian Menegatti May 7, 2010

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

By Prajakta Bhide and Christian Menegatti Apr 30, 2010

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

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

By Michael Moran Apr 14, 2010

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

By Arpitha Bykere and Christian Menegatti Apr 2, 2010

No Greece in America’s Engine

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

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

By Nouriel Roubini Mar 24, 2010

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

By Rachel Ziemba and Adam Wolfe Mar 16, 2010

Will Lead Take the Lead Among Base Metals?

By Mikka Pineda Mar 15, 2010

Choppy Waters Rock the Trans-Atlantic Relationship

By Michael Moran Mar 11, 2010

Who Will Buy the U.S. Treasurys?

By Rachel Ziemba Mar 9, 2010

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

By Arpitha Bykere and Christian Menegatti Mar 5, 2010

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

By Nouriel Roubini Mar 4, 2010

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

By Christian Menegatti and Prajakta Bhide Feb 26, 2010

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

On the Verge of Job Creation

By Christian Menegatti and Arpitha Bykere Feb 5, 2010

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

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

By Prajakta Bhide Jan 20, 2010

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

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

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

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

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

RGE Currency Outlook: The U.S. Dollar

By Mikka Pineda and Christian Menegatti Jan 1, 2010

U.S. Home Prices and Mortgage Loan Loss Severity

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

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

Christian Menegatti and Prajakta Bhide Nov 16, 2009

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

Mikka Pineda Nov 16, 2009

Obama Sets New Myanmar Policy in Motion

Julie Ginsberg Nov 13, 2009

Another Bleak U.S. Labor Market Report

Arpitha Bykere and Christian Menegatti Nov 6, 2009

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

Arpitha Bykere and Elisa Parisi-Capone Nov 4, 2009

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

By Nouriel Roubini Nov 1, 2009

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

Nouriel Roubini and Christian Menegatti Oct 29, 2009

The Rising Sun also Sets

Michael Moran Oct 7, 2009

Global Imbalances Outlook, Q4 2009

Rachel Ziemba Oct 7, 2009

The Fed's Balance Sheet and Possible Exit Strategies

Mikka Pineda and Christian Menegatti Oct 1, 2009

For Obama's Diplomacy, the Going Gets Tough

Michael Moran Sep 30, 2009

The First-Time Homebuyer Tax Credit and Housing Vacancies

By Prajakta Bhide and Christian Menegatti Sep 29, 2009

Is the U.S. Housing Sector Bottoming Out?

Christian Menegatti and Prajakta Bhide Sep 29, 2009

Seeking Answers on Oil Market Volatility

Monika Brown Sep 18, 2009

The July TIC Data: In for the Long Term?

Rachel Ziemba Sep 16, 2009

Ripples of 9/11 Continue 8 Years On

Rachel Ziemba Sep 11, 2009

Comparing Three Crises

Mikka Pineda Sep 9, 2009

On the Reappointment of Ben Bernanke

Nouriel Roubini Aug 25, 2009

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

Arpitha Bykere and Christian Menegatti Aug 8, 2009

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

Rachel Ziemba and Adam Wolfe Jul 24, 2009

Global Imbalances Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

Climate Change Outlook, Q3 2009

Kavitha Cherian & Rachel Ziemba Jul 24, 2009

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

Rachel Ziemba Jul 17, 2009

Roubini Statement on the U.S. Economic Outlook

Nouriel Roubini Jul 16, 2009

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

Nouriel Roubini Jul 14, 2009

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

Nouriel Roubini Jul 2, 2009

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

Arpitha Bykere Jun 5, 2009

When the Public Debt Rubber Meets the Investors' Anxiety Asphalt

Nouriel Roubini May 28, 2009

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

Nouriel Roubini May 19, 2009

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

Mikka Pineda May 14, 2009

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

Nouriel Roubini May 8, 2009

What the Stress Tests Didn't Tell Us

Christian Menegatti May 8, 2009

According to Press Reports, the IMF May Allegedly be Increasing its Estimate of Global Bank Losses to $4 Trillion, a Figure Consistent With Estimates by a Variety of Independent Bank Analysts

Nouriel Roubini Apr 10, 2009

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

Nouriel Roubini Mar 25, 2009

Some Comments on the Fed's Latest Move

RGE Analyst Team Mar 19, 2009

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

Nouriel Roubini Mar 11, 2009

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

Arpitha Bykere and Elisa Parisi-Capone Feb 26, 2009

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

Nouriel Roubini Feb 19, 2009

The December TIC Data

Rachel Ziemba Feb 18, 2009

Meeting the U.S. Financing Needs

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

Treasury's Financial Stability Plan: Will it Work?

Arpitha Bykere and Elisa Parisi-Capone Feb 11, 2009

It Is Time to Nationalize Insolvent Banking Systems

Nouriel Roubini Feb 10, 2009

Is the U.S. a Japan 2? The Return of Japan's "Free Falling" Stag-Deflation and the Risks of a U.S. L-Shaped Depression

Nouriel Roubini Feb 9, 2009

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

Arpitha Bykere Feb 2, 2009

The Specter of Technical Insolvency

Nouriel Roubini and Elisa Parisi-Capone Jan 31, 2009

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

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

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

Nouriel Roubini Jan 14, 2009

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

Arpitha Bykere Jan 6, 2009

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

Mathias Kruettli Dec 31, 2008

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

Nouriel Roubini Dec 17, 2008

The U.S. Credit Card Industry in 2009

Mathias Kruettli Dec 12, 2008

Record Corporate Bond Spreads: A Buying Opportunity?

Elisa Parisi-Capone Dec 6, 2008

A Wakeup Call for the New Foreign Policy Team?

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

Focus on the U.S. Economy

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

Desperate Measures by Desperate Policy Makers in Desperate Times: the Fed Moves to Radically Unorthodox Policies as Economy Is in Free Fall and Stag-Deflation Deepens

Nouriel Roubini Nov 26, 2008

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

Nouriel Roubini Nov 19, 2008

Obama's Asian Priorities

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

Looking for the Bottom

Christian Menegatti Nov 16, 2008

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

Nouriel Roubini Nov 14, 2008

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

Nouriel Roubini Nov 11, 2008

The Economic Mess and Financial Disaster that Obama Will Inherit

Nov 6, 2008

Barack Obama, the 44th President of the United States

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

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

Nouriel Roubini Nov 4, 2008

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

Christian Mennegatti Nov 3, 2008

Is the Worst Behind Us?

Christian Menegatti Oct 16, 2008

Governments Got Religion After Peering into the Systemic Meltdown Abyss: Aggressive and Comprehensive Policy Action is Now Likely but Significant Downside Risks to Markets Will Remain

Nouriel Roubini Oct 13, 2008

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

Nouriel Roubini Oct 9, 2008

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

Nouriel Roubini Oct 9, 2008

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

Nouriel Roubini Oct 3, 2008

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

Kavitha Cherian Oct 3, 2008

Can a Market Meltdown be Prevented?

Elisa Parisi-Capone Oct 1, 2008

The U.S. and Global Financial Crisis is Becoming Much More Severe in Spite of the Treasury Rescue Plan. The Risk of a Total Systemic Meltdown is Now as High as Ever

Nouriel Roubini Sep 29, 2008

Is Purchasing $700 billion of Toxic Assets the Best Way to Recapitalize the Financial System? No! It is Rather a Disgrace and Rip-Off Benefitting only the Shareholders and Unsecured Creditors of Banks

Nouriel Roubini Sep 28, 2008

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

Nouriel Roubini Sep 24, 2008

We Need a New HOLC - More Than a New RTC or RFC - to Provide Massive Debt Relief to the Household Sector. We Need to Create the HOME (Home Owners' Mortgage Enterprise)

Nouriel Roubini Sep 19, 2008

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

Arpitha Bykere and Christian Menegatti Sep 19, 2008

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

Nouriel Roubini Sep 17, 2008

The Worst Financial Crisis Since the Great Depression

Nouriel Roubini Sep 17, 2008

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

Nouriel Roubini Sep 11, 2008

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

Nouriel Roubini Sep 9, 2008

Fannie and Freddie's Bust and Deeply Flawed Government Bailout

Nouriel Roubini Sep 7, 2008

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

Nouriel Roubini Sep 3, 2008

2008 US and Global Economic Outlook and Implications for Financial Markets

Nouriel Roubini Sep 1, 2008

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

Rachel Ziemba Aug 30, 2008

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

Christian Menegatti Aug 28, 2008

The Decline of the American Empire

Nouriel Roubini Aug 13, 2008

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

Arpitha Bykere Aug 1, 2008

U.S. Labor Market Dynamics in a Slowing Economy

Arpitha Bykere Jul 31, 2008

So, Is This A U.S. Recession?

Christian Menegatti and Mikka Pineda Jul 30, 2008

Who is Going to Rescue the Hundreds of Busted U.S. Banks? Don’t Count on Suckering Again the Foreign Governments (the Sovereign Wealth Funds). And the Biggest Fire Sale in the History of Humanity…

Nouriel Roubini Jul 25, 2008

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

Nouriel Roubini Jul 20, 2008

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

Nouriel Roubini Jul 17, 2008

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

Nouriel Roubini Jul 11, 2008

Global Recession Watch: Recoupling Rather than Decoupling

Nouriel Roubini Jul 3, 2008

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

Elisa Parisi-Capone Jul 1, 2008

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

Nouriel Roubini Jun 25, 2008

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

Rachel Ziemba Jun 17, 2008

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

Nouriel Roubini Jun 8, 2008

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

Rachel Ziemba Jun 5, 2008

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

Nouriel Roubini May 15, 2008

Why the Frank-Dodd Proposal for Resolving the Mortgage Crisis Makes Sense and Why the Threatened Veto of This Legislation by the White House is Reckless

Nouriel Roubini May 13, 2008

Effects of the U.S. Recession on Asian Growth

Nouriel Roubini May 8, 2008

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

Nouriel Roubini May 6, 2008

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

Christian Menegatti Apr 24, 2008

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

Rachel Ziemba Apr 8, 2008

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

Christian Menegatti Apr 3, 2008

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

Nouriel Roubini Mar 31, 2008

Solutions for the Mortgage Crisis

Christian Menegatti Mar 25, 2008

Fed in Action: The Bear Stearns Aftermath

Christian Menegatti Mar 18, 2008

Overview of Fed's New Lending Facilities

Elisa Parisi-Capone Mar 17, 2008

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

Christian Menegatti Mar 13, 2008

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

Nouriel Roubini Feb 8, 2008

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

Nouriel Roubini Feb 5, 2008

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

Arpitha Bykere Jan 1, 2008

Obama Tours Asia with a Full Agenda

RGE Analysts Nov 18, 2007

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

Rachel Ziemba Nov 15, 2007

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

Nouriel Roubini Sep 13, 2007

World Map of the U.S. Subprime Fallout

Mikka Pineda Aug 1, 2007

The Instability of the Bretton Woods 2 Regime

Rachel Ziemba Jul 15, 2007

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

Nouriel Roubini and Christian Menegatti Apr 14, 2007

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

Elisa Parisi-Capone Mar 27, 2007

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

Nouriel Roubini and Christian Menegatti Mar 15, 2007

Why China Should Abandon Its Dollar Peg

Nouriel Roubini Jan 14, 2007

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

Nouriel Roubini Aug 26, 2006

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

Nouriel Roubini Aug 23, 2006

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

Nouriel Roubini Jun 1, 2006

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

Nouriel Roubini Apr 1, 2006

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

Nouriel Roubini Jan 8, 2006

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

Nouriel Roubini and Brad Setser May 1, 2005

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

Nouriel Roubini and Brad Setser Feb 1, 2005

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

Nouriel Roubini and Brad Setser Nov 17, 2004

EconoMonitors

Nouriel Roubini's EconoMonitor

EconoMonitor Flashback: Roubini's IMF Speech - September 7, 2006

Nouriel Roubini Sep 2, 2010

US EconoMonitor

No Clothes

Tim Duy Sep 1, 2010

Finance & Markets Monitor

Hedge Fund Blindness

James Kwak Sep 1, 2010

US EconoMonitor

What Makes America Great: Layoffs!

Barry Ritholtz Sep 1, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - No Chance of a V-Shaped Recovery

Nouriel Roubini, Christian Menegatti, and Prajakta Bhide Sep 1, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Rise on Better than Forecasted Consumer Sentiment and Home Prices

Ibrahim Gassambe Aug 31, 2010

US EconoMonitor

Why a Civil Society Extends Unemployment Benefits

Robert Reich Aug 31, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Fall on Smaller Than Expected Personal Income Growth

Ibrahim Gassambe Aug 30, 2010

Finance & Markets Monitor

Are Wall Street Analysts Contrary Indicators?

Barry Ritholtz Aug 30, 2010

US EconoMonitor

Did I Hear that Right? You Want to Raise Interest Rates?

Mark Thoma Aug 30, 2010

US EconoMonitor

Driving Me Crazy

Tim Duy Aug 30, 2010

US EconoMonitor

Warning: Why Cheaper Money Won’t Mean More Jobs

Robert Reich Aug 30, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Up on Bernanke’s Comments but Down for the Week

Tetiana Sears Aug 27, 2010

US EconoMonitor

More Debate on QE

Yves Smith Aug 27, 2010

Finance & Markets Monitor

No One Left to Sell CDOs To? Sell to Yourself!

Barry Ritholtz Aug 27, 2010

US EconoMonitor

The Two Stories of This Terrible Economy, Yet Obama and the Dems Won’t Tell Theirs

Robert Reich Aug 27, 2010

US EconoMonitor

Democracy in America

James Kwak Aug 27, 2010

US EconoMonitor

Jobless Claims: Better but Still High

James Picerno Aug 26, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Decline Amid Persistent Economic Worries

Tetiana Sears Aug 26, 2010

Finance & Markets Monitor

More Thoughts on What to Expect from the Fed

James Hamilton Aug 26, 2010

US EconoMonitor

Tax Jujitsu: Why Democrats Should Propose a “People’s Tax Cut”

Robert Reich Aug 26, 2010

US EconoMonitor

Fiscal Austerity and “Third World America”

Simon Johnson Aug 26, 2010

Nouriel Roubini's EconoMonitor

Roubini on CNBC: Rising Risk of Double Dip

Nouriel Roubini Aug 26, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rise Despite Weak Economic Data

Tetiana Sears Aug 25, 2010

Finance & Markets Monitor

Credit Markets Don't Lie, but They Do Confuse

Daniel Alpert Aug 25, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Plunge on Economic Worries

Tetiana Sears Aug 24, 2010

US EconoMonitor

Existing Home Sales Plummet 27.2%

Barry Ritholtz Aug 24, 2010

US EconoMonitor

It Is Time for Bernanke to Stake Out a Public Position

Mark Thoma Aug 24, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Fall on Lingering Economic Worries

Tetiana Sears Aug 23, 2010

Global Macro EconoMonitor

Who Creates Jobs? Small vs. Large vs. Young

Mark Thoma Aug 23, 2010

US EconoMonitor

Housing in Ten Words

James Kwak Aug 23, 2010

Global Macro EconoMonitor

Household Leverage: What Does the U.S. Have that the UK Does Not?

Rebecca Wilder Aug 23, 2010

Finance & Markets Monitor

Long-term Perspective on the Stock Market

James Hamilton Aug 23, 2010

Finance & Markets Monitor

Management Consulting Myths

James Kwak Aug 23, 2010

US EconoMonitor

Housing: No Longer a Sure-Fire Wealth Builder

Barry Ritholtz Aug 23, 2010

US EconoMonitor

Corporate Rotten Eggs

Robert Reich Aug 23, 2010

Global Macro EconoMonitor

Michael Pettis on the High Odds of Trade War

Yves Smith Aug 23, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Post Moderate Losses for the Week on Intensified Double-Dip Worries

Tetiana Sears Aug 20, 2010

Global Macro EconoMonitor

Household Saving Rates in the U.S., UK, and Germany: (Possibly) Light at the End of the Tunnel

Rebecca Wilder Aug 20, 2010

US EconoMonitor

Will the Fed Do More?

James Hamilton Aug 20, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Slide Amid Recurring Worries Over Economic Recovery

Tetiana Sears Aug 19, 2010

US EconoMonitor

Why the Unfolding Disaster in Pakistan Should Concern You

Robert Reich Aug 19, 2010

Finance & Markets Monitor

Bond Bubble?

Barry Ritholtz Aug 19, 2010

Finance & Markets Monitor

AFL-CIO: Stronger Financial Reform Would Have Saved Jobs

Simon Johnson Aug 19, 2010

Nouriel Roubini's EconoMonitor

Nouriel Roubini RADIOLIVE Interview on the New Normal and Lessons Learned

Nouriel Roubini Aug 19, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rise on Takeover Speculation Around Commodities Producers and Homebuilders

Ibrahim Gassambe Aug 18, 2010

US EconoMonitor

Is the Unemployment Problem Cyclical or Structural?

Mark Thoma Aug 18, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - FOMC Warms Up the Helicopter

Prajakta Bhide and Christian Menegatti Aug 18, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Rise on Corporate Earnings and Takeover Bid

Tetiana Sears Aug 17, 2010

Finance & Markets Monitor

Why Bankers’ Pay Is the Government’s Business

Lucian Bebchuk Aug 17, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Mixed Amid Uncertainty About Economic Recovery

Tetiana Sears Aug 16, 2010

US EconoMonitor

On the Rising Risk of Deflation: Are We There Yet?

Christian Menegatti and Prajakta Bhide Aug 16, 2010

US EconoMonitor

A Bleak View

Tim Duy Aug 16, 2010

Finance & Markets Monitor

Ouster of HP’s Hurd: A Shot Across the Bow of Overpaid Cost Cutters?

Yves Smith Aug 15, 2010

Finance & Markets Monitor

Why Are Exchanges For-Profits?

Barry Ritholtz Aug 15, 2010

US EconoMonitor

Forget a Double Dip, We’re Still in One Long Big Dipper

Robert Reich Aug 15, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Fall and Post Weekly Losses

Tetiana Sears Aug 13, 2010

US EconoMonitor

Summer Employment All About Demand

Tim Duy Aug 13, 2010

Nouriel Roubini's EconoMonitor

Gordon Gekko Reborn

Nouriel Roubini Aug 13, 2010

US EconoMonitor

The Fed Didn't Announce QE2

Rebecca Wilder Aug 13, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Fall on Jobless Claims

Tetiana Sears Aug 12, 2010

US EconoMonitor

The Economy Speaks - and Votes

Fabius Maximus Aug 12, 2010

US EconoMonitor

Trade Deficit Explodes

Tim Duy Aug 12, 2010

Finance & Markets Monitor

6 Billion Errors Per Day, Minimum

Barry Ritholtz Aug 12, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Tumble Amid Intensified Worries Over Economic Growth

Tetiana Sears Aug 11, 2010

Nouriel Roubini's EconoMonitor

Nouriel Roubini Tea with The Economist Video on U.S. and Global Economy Outlook

Nouriel Roubini Aug 11, 2010

US EconoMonitor

The Compensationless Recovery

Rebecca Wilder Aug 11, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Fall Amid Growing Concerns Over Economic Health

Tetiana Sears Aug 10, 2010

US EconoMonitor

Economic Growth and the Bush Tax Cuts

Mark Thoma Aug 10, 2010

US EconoMonitor

CPI, CRB Do Not Disprove Deflation Thesis

Barry Ritholtz Aug 10, 2010

US EconoMonitor

The Jobs Emergency

Robert Reich Aug 10, 2010

US EconoMonitor

Rumors of the Coming “Slam Dunk” Economic Stimulus

Fabius Maximus Aug 9, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rise Ahead of the FOMC Meeting

Tetiana Sears Aug 9, 2010

US EconoMonitor

Why Is the Journal Mystified that Some Employers Are Having Trouble Finding Workers?

Yves Smith Aug 9, 2010

US EconoMonitor

Current Economic Conditions

James Hamilton Aug 9, 2010

US EconoMonitor

Waiting for Nothing?

Tim Duy Aug 9, 2010

US EconoMonitor

Greenspan, Rubin, and Herbert Hoover

Robert Reich Aug 9, 2010

US EconoMonitor

The Coming Big Increase in Structural Unemployment

Fabius Maximus Aug 8, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Fall on Labor Data, but Still Higher for the Week

Tetiana Sears Aug 6, 2010

US EconoMonitor

A Look at U.S. Unemployment

Fabius Maximus Aug 6, 2010

Finance & Markets Monitor

On Investor Distrust in the Markets

Yves Smith Aug 6, 2010

US EconoMonitor

We’re Even Deeper in the Hole

Robert Reich Aug 6, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Fall on Unexpected Rise in Jobless Claims

Obinnaya Okwara Aug 5, 2010

US EconoMonitor

To Spend or Not to Spend: Is that the Main Question?

Guillermo Calvo Aug 5, 2010

US EconoMonitor

It’s Hard to Take the Fiscal Hawks Seriously: Testimony to the Senate Budget Committee

Simon Johnson Aug 5, 2010

US EconoMonitor

The Enthusiasm Gap and You

Robert Reich Aug 5, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rise as Economic Data Boosts Optimism

Obinnaya Okwara Aug 4, 2010

US EconoMonitor

Understanding Context: The Housing Boom & Bust

Barry Ritholtz Aug 4, 2010

Finance & Markets Monitor

Still Wondering, Worrying & Debating About Deflation

James Picerno Aug 4, 2010

US EconoMonitor

Financial, Man-made, and Natural Disasters Require Consistent Policy Responses

Joseph Mason Aug 4, 2010

Nouriel Roubini's EconoMonitor

RGE's Wednesday Note: How the Other Half Looks

Christian Menegatti, Rachel Ziemba, Prajakta Bhide and Nouriel Roubini Aug 4, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Fall on Downbeat Economic Data

Tetiana Sears Aug 3, 2010

Finance & Markets Monitor

Some Fresh Insights and Some Questions

Jeffrey Miller Aug 3, 2010

US EconoMonitor

Why We Really Shouldn’t Keep the Bush Tax Cut for the Wealthy

Robert Reich Aug 3, 2010

Finance & Markets Monitor

Punishing Shareholders? Nonsense

Barry Ritholtz Aug 3, 2010

Emerging Markets Monitor

More Incoherent Remarks From China on Its Dollar Holdings

Yves Smith Aug 3, 2010

US EconoMonitor

Handicapping the Next FOMC Meeting

Tim Duy Aug 3, 2010

Finance & Markets Monitor

How to Pay a Banker

Lucian Bebchuk Aug 2, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Surge on Earnings and Economic Data

Tetiana Sears Aug 2, 2010

Finance & Markets Monitor

The Tilted Playing Field

James Kwak Aug 2, 2010

US EconoMonitor

Alan Greenspan: Two Economies

Barry Ritholtz Aug 2, 2010

US EconoMonitor

Some Observations Regarding Interest on Reserves

David E. Altig Aug 2, 2010

US EconoMonitor

Options for Monetary Stimulus

James Hamilton Aug 2, 2010

US EconoMonitor

More on Disinflation

Tim Duy Aug 2, 2010

RGE Analysts' EconoMonitor

U.S. Market Snapshot: Stocks Up for the Month Despite Faltering GDP Growth

Tetiana Sears Jul 30, 2010

Finance & Markets Monitor

Required Intellectual Capital

Simon Johnson Jul 30, 2010

US EconoMonitor

Policy Stuck in the Doldrums? Consumers Think So

Rebecca Wilder Jul 29, 2010

Global Macro EconoMonitor

What Lies Ahead For the US Economy? The Global Economy?

Fabius Maximus Jul 29, 2010

US EconoMonitor

The Final Lesson of BP

Robert Reich Jul 29, 2010

US EconoMonitor

Mortgage Originators Everywhere Seeing Red As Freddie 30 Year Mortgage Hits Fresh All Time Low Of 4.54%

Tyler Durden Jul 29, 2010

US EconoMonitor

A Triple Dip?

Mark Thoma Jul 29, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Down as Economic Data Points to Slowing Recovery

Obinnaya Okwara Jul 28, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Mixed With the Dow Up

Tetiana Sears Jul 27, 2010

US EconoMonitor

The Great Decoupling of Corporate Profits From Jobs

Robert Reich Jul 27, 2010

US EconoMonitor

Rising NAIRU?

Tim Duy Jul 27, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rise on Housing Data

Tetiana Sears Jul 26, 2010

Finance & Markets Monitor

Do Deficits Matter? Not to US Bond Buyers

Barry Ritholtz Jul 26, 2010

Nouriel Roubini's EconoMonitor

Roubini on CNBC's Squawk Box - U.S. Economic Outlook and European Stress Tests

Nouriel Roubini Jul 26, 2010

US EconoMonitor

Anomalous Capacity Shrinkage

Tim Duy Jul 26, 2010

US EconoMonitor

Hidden Truths About the State of the U.S. Economy

Fabius Maximus Jul 23, 2010

US EconoMonitor

U.S. Market Snapshot: Stocks Rise and Post Weekly Gains on Corporate News and EU Banks Test Results

Tetiana Sears Jul 23, 2010

Finance & Markets Monitor

Banking Under the Dodd-Frank Act

Simon Johnson Jul 22, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Corporate Earnings Reports Trump Weak Economic Data as U.S. Stocks Gain

Obinnaya Okwara Jul 22, 2010

US EconoMonitor

We’re in a One-and-a-Half Dip Recession

Robert Reich Jul 22, 2010

US EconoMonitor

The Answer Is the Domestic Private Sector

Rebecca Wilder Jul 22, 2010

Finance & Markets Monitor

U.S. Market Snapshot: U.S. Stocks Fall on Fed’s Dim Economic Outlook

Tetiana Sears Jul 21, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rise in Late Trading

Tetiana Sears Jul 20, 2010

US EconoMonitor

The Economic Cost of a Moratorium on Offshore Oil and Gas Exploration to the Gulf Region

Joseph Mason Jul 20, 2010

US EconoMonitor

Contrarian Take on the November 2010 Elections

Barry Ritholtz Jul 20, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Up as Earnings Optimism Returns

Tetiana Sears Jul 19, 2010

US EconoMonitor

A Curious Unemployment Picture Gets More Curious

David E. Altig Jul 19, 2010

Nouriel Roubini's EconoMonitor

Double-Dip Days

Nouriel Roubini Jul 18, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Plunge on Growth Concerns

Tetiana Sears Jul 16, 2010

US EconoMonitor

Who Steered You Wrong About the GS Case?

Barry Ritholtz Jul 16, 2010

US EconoMonitor

A Few Takeaways from the May TIC Data

Rachel Ziemba Jul 16, 2010

US EconoMonitor

Tim Geithner’s Ninth Political Life

Simon Johnson Jul 16, 2010

US EconoMonitor

The New Finance Bill: A Mountain of Legislative Paper, a Molehill of Reform

Robert Reich Jul 16, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Mixed on Weak Economic Data

Tetiana Sears Jul 15, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Wobble on Bleak Prospects for Growth

Tetiana Sears Jul 14, 2010

US EconoMonitor

Deficit Widens, Again

Tim Duy Jul 14, 2010

Global Macro EconoMonitor

Is There a Global Economic Slowdown in the Works?

Edward Hugh Jul 14, 2010

Emerging Markets Monitor

The Capital Tsunami Is a Bigger Threat Than the Nuclear Option

Michael Pettis Jul 14, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Rally on Upbeat Q2 Earnings

Tetiana Sears Jul 13, 2010

Finance & Markets Monitor

Biggest Investor Mistakes

Jeffrey Miller Jul 13, 2010

US EconoMonitor

Strategic Defaulters as the New Welfare Queens

Yves Smith Jul 13, 2010

US EconoMonitor

Deficit Chicken Hawks vs Ronald Reagan

Barry Ritholtz Jul 13, 2010

US EconoMonitor

A Deepening Divide?

Tim Duy Jul 13, 2010

US EconoMonitor

The Root of Economic Fragility and Political Anger

Robert Reich Jul 13, 2010

Nouriel Roubini's EconoMonitor

Sagging Global Growth Requires Us to Act

Nouriel Roubini Jul 12, 2010

Finance & Markets Monitor

U.S. Market Snapshot: Stocks Up on Q2 Earnings Optimism

Tetiana Sears Jul 12, 2010

Peterson Institute for International Economics Monitor

Is the G-20 Heading Too Quickly for the Exit?

Steve Weisman and Michael Mussa Jul 12, 2010

Finance & Markets Monitor

Why Agencies Get Things Terribly Wrong

James Kwak Jul 12, 2010

Finance & Markets Monitor

Corporate America’s Pile-O-Cash

Barry Ritholtz Jul 12, 2010

US EconoMonitor

Ahead of a Busy Week

Tim Duy Jul 12, 2010

US EconoMonitor

Relative Employment Is Shifting

Rebecca Wilder Jul 11, 2010

RGE Analysts' EconoMonitor

Market Snapshot: Friday Marks the End of a Great Week for U.S. Stocks

Obinnaya Okwara Jul 9, 2010

US EconoMonitor

The Kanjorski Surprise – Now It Gets Interesting

Simon Johnson Jul 9, 2010

US EconoMonitor

Wealthy: Most Likely to Walk Away from Underwater RE

Barry Ritholtz Jul 9, 2010

US EconoMonitor

The Vanishing American Consumer and the Coming Trade War

Robert Reich Jul 9, 2010

US EconoMonitor

Cutting Through the Fog to Clearly Understand the Housing Crisis

Fabius Maximus Jul 9, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Stocks Surge Again

Obinnaya Okwara Jul 8, 2010

Finance & Markets Monitor

State Banking, Globally

Simon Johnson Jul 8, 2010

US EconoMonitor

A Specter is Haunting America

Menzie Chinn Jul 8, 2010

Global Macro EconoMonitor

Reserves and Other Early Warning Indicators Predict Crises After All

Jeffrey Frankel Jul 8, 2010

Finance & Markets Monitor

Market Snapshot: The Climb Continues for Second Consecutive Day

Obinnaya Okwara Jul 7, 2010

RGE Analysts' EconoMonitor

RGE's Arnab Das on CNBC: Is the U.S. or Europe Winning the Recovery Race?

Arnab Das Jul 7, 2010

Global Macro EconoMonitor

Martin Wolf Continues Attack on Fiscal Austerity

Yves Smith Jul 7, 2010

US EconoMonitor

Gunnar Myrdal: Fiscal Policy in the Business Cycle

Mark Thoma Jul 7, 2010

US EconoMonitor

Reviewing John Mauldin on Employment and the Economy

Jeffrey Miller Jul 7, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Rebound to Interrupt Downward Trend

Obinnaya Okwara Jul 6, 2010

Global Macro EconoMonitor

What Do Banking Crises Have to Do with Consumption?

Michael Pettis Jul 6, 2010

US EconoMonitor

It's the Corporate Savings Glut, Stupid! The Hysteria of Marching to Austeria

Yves Smith Jul 6, 2010

US EconoMonitor

Bernanke Created Half of 234 Years’ Worth of Money Supply

Barry Ritholtz Jul 6, 2010

US EconoMonitor

No Double Dip

James Hamilton Jul 6, 2010

Global Macro EconoMonitor

Crib Notes for G7 Unemployment Rates

Rebecca Wilder Jul 6, 2010

US EconoMonitor

Why Is the American Jobs Machine Broken?

Tim Duy Jul 6, 2010

US EconoMonitor

Slouching Toward a Double Dip or a Lousy Recovery at Best

Robert Reich Jul 6, 2010

Finance & Markets Monitor

“They Have Their Exits”: Bank Survival 1983-2010

Alex Pollock Jul 5, 2010

Finance & Markets Monitor

Market Snapshot: The Downward Trend Persists for U.S. Stocks

Obinnaya Okwara Jul 2, 2010

Finance & Markets Monitor

RGE's Gina Sanchez on CNBC: Dividend Stocks vs. Treasuries

Gina Sanchez Jul 2, 2010

RGE Analysts' EconoMonitor

Oil Spill Will Hurt U.S. Economy, but Not Big Enough to Cause Recession

Lee Hudson Teslik and Christian Menegatti Jul 2, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Continue to Fall on Bleak Economic News

Obinnaya Okwara Jul 1, 2010

Finance & Markets Monitor

Due to Unforeseen Circumstances

Macro Man Jul 1, 2010

Global Macro EconoMonitor

The Treasury View Failed in the 1930s. Why Should It Work Now?

Roberto Tamborini Jul 1, 2010

Global Macro EconoMonitor

Jobless Recoveries

James Hamilton Jul 1, 2010

Emerging Markets Monitor

US-China Pressure May Escalate Sooner Rather Than Later

Yves Smith Jul 1, 2010

Global Macro EconoMonitor

The G20's China Bet

Simon Johnson Jul 1, 2010

RGE Analysts' EconoMonitor

Market Snapshot: U.S. Indices Down More Than 10% for Q2 2010

Tetiana Sears Jun 30, 2010

US EconoMonitor

Economics Is Easy; Comedy Is Hard

Barry Ritholtz Jun 30, 2010

Peterson Institute for International Economics Monitor

Congress Makes a Mockery of Obama’s Call for More G-20 Stimulus (and Hands Germany Victory in Advance)

Jacob Funk Kirkegaard Jun 30, 2010

US EconoMonitor

Time to Grab the Third Rail: Address the Fiscal Problem by Social Security Reform

Jeffrey Frankel Jun 30, 2010

Finance & Markets Monitor

A Final Chance to Strip Down Regulatory Reform

Joseph Mason Jun 30, 2010

Finance & Markets Monitor

Market Snapshot: U.S. Stocks Hammered Amid Global Recovery Worries

Tetiana Sears Jun 29, 2010

US EconoMonitor

Yield Curves in Japan and the US: Similar but Not the Same

Rebecca Wilder Jun 29, 2010

Nouriel Roubini's EconoMonitor

Roubini on CNBC's The Kudlow Report: Is the Recession Heading for a Double-Dip?

Nouriel Roubini Jun 29, 2010

Finance & Markets Monitor

What Is Goldman Sachs Thinking?

Simon Johnson Jun 29, 2010

US EconoMonitor

Don't Let Fed Economists Tell You Otherwise...

Mark Thoma Jun 29, 2010

Emerging Markets Monitor

The RMB Has Moved, Now How About Those Other Things

Bradley Gardner Jun 29, 2010

Finance & Markets Monitor

JP Morgan Responds to Financial Reform: The Poison Pill Strategy

Simon Johnson Jun 28, 2010

US EconoMonitor

Are Home Prices Too High — or Too Low?

Barry Ritholtz Jun 28, 2010

Daily Digest

Analysis

G-4 banks begin to open the lending spigot

JPMorgan  David Hensley and Joseph Lupton Sep 02, 2010

Opinions

America Has Become Too European

Spiegel online  Thomas Straubhaar Sep 02, 2010

Analysis

Full Report on U.S. Manufacturers’ Shipments, Inventories and Orders July 2010

U.S. Census Bureau  Sep 02, 2010

News

U.S. Pending Home Sales Rise

National Association of Realtors  Sep 02, 2010

News

U.S. Unemployment Insurance Weekly Claims Report September 2, 2010: Initial Claims Decline to 472,000

U.S. Department of Labor  Sep 02, 2010

Analysis

Why America Isn’t Working

Project Syndicate  Sep 02, 2010

Analysis

Long-Term Trends in Public Finances in the G-7 Economies

IMF  Carlo Cottarelli and Andrea Schaechter Sep 01, 2010

Research

Fiscal Space

IMF  Atish R. Ghosh, Jonathan D. Ostry, Jun I. Kim and Mahvash S. Qureshi Sep 01, 2010

Blogs

Recovery summer

The Economist  Free Exchange Sep 01, 2010

News

GM, Ford Sales Slump as `Nervous' Buyers Stay Away

Bloomberg  Keith Naughton and Tim Higgins Sep 01, 2010

Blogs

Some comments on August ISM Manufacturing Index

Calculated Risk  Bill McBride Sep 01, 2010

Analysis

ISM manufacturing index shows better than expected performance in August

TD Bank Financial Group  Martin Schwerdtfeger Sep 01, 2010

Analysis

August 2010 Manufacturing ISM Report On Business: PMI Rises to 56.3%

Institute for Supply Management  Sep 01, 2010

News

US says to drop China currency probe

China Daily  Sep 01, 2010

Analysis

July 2010 U.S. Construction Spending at $805.2 Billion Annual Rate

U.S. Census Bureau  Sep 01, 2010

Analysis

August 2010 ADP National Employment Report: Private sector employment decreased by 10,000 from July to August

ADP  Sep 01, 2010

Analysis

U.S. Planned Job Cuts Drop to 10-Year Low of 34,768

Challenger, Gray & Christmas, Inc.  Sep 01, 2010

Analysis

U.S. Mortgage Applications Rise 2.7% w/w on Refi Activity in Latest MBA Weekly Survey, September 1, 2010

Mortgage Bankers Association  Sep 01, 2010

News

Confronting Multiple Problems, Obama Faces Tough Odds

New York Times  David E Sanger Aug 31, 2010

Blogs

Bernanke speech is neutral, perhaps with some dovish tinges

Financial Times  Gavyn Davies Aug 27, 2010

News

JPMorgan Said to End Proprietary Trading to Meet Volcker Rule

Bloomberg  Aug 31, 2010

Opinions

America’s Saving Surprise

Project Syndicate  Martin Feldstein Aug 31, 2010

Analysis

As Predicted, June S&P/Case-Shiller Home Price Indices Overstate Housing Market Strength

Radar Logic  Aug 31, 2010

Blogs

Why A Civil Society Extends Unemployment Benefits

  Robert Reich Aug 30, 2010

Blogs

The Fed should buy pro-cyclical assets, not bonds

Worthwhile Canadian Initiative  Nick Rowe Aug 30, 2010

Opinions

Does Anyone Believe That Unemployment Would be 6.8% if Obama Hadn't Extended Jobless Benefits?

Business Insider  Joe Weisenthal Aug 31, 2010

Blogs

How to fix unemployment

The Economist  Free Exchange Aug 31, 2010

Blogs

The Fed Chairman Has No Clothes

Tim Duy's Fed Watch  Tim Duy Aug 30, 2010

Analysis

Consumers Upgrade Their Outlook for the Future

TD Bank Financial Group  Alistair Bentley Aug 31, 2010

Analysis

U.S. Home prices rise above market expectations in June

TD Bank Financial Group  Martin Schwerdtfeger Aug 31, 2010

Opinions

Insulating Fiscal Policy from a Dysfunctional Congress

The Fiscal Times  Mark Thoma Aug 31, 2010

Analysis

The Conference Board Consumer Confidence Index® Improves Slightly in August 2010

The Conference Board  Aug 31, 2010

Analysis

Chicago Business Barometer Stumbles in August 2010

ISM-Chicago  Aug 31, 2010

Analysis

S&P/Case-Shiller Home Price Indices, June 2010: Modest Improvement in Home Prices in Q2 2010

Standard & Poor's  Aug 31, 2010

Opinions

How Germany is Undermining the Economic Recovery of the U.S. and the European Union

The New Republic  Noam Scheiber Aug 30, 2010

Blogs

Even the most simple facts contradict the neo-liberal arguments: Taking on Barro's claim against fiscal intervention

Billy blog  Bill Mitchell Aug 31, 2010

Analysis

Fiscal policy in a Liquidity Trap: A helicopter drop for the Treasury

VoxEU  Ricardo Caballero Aug 30, 2010

Blogs

Personal Income, Spending increase in July

Calculated Risk  Bill McBride Aug 30, 2010

Analysis

U.S. Consumers Spending Cautiously

BMO Capital Markets  Sal Guatieri Aug 30, 2010

Blogs

U.S. Housing Market: What's Ahead?

The Curious Capitalist  John Curran Aug 29, 2010

Analysis

Texas Manufacturing Outlook Survey, August 2010: Texas Manufacturing Activity Still Weak

Federal Reserve Bank of Dallas  Aug 30, 2010

News

The Decline of the P/E Ratio

WSJ  Ben Levisohn Aug 30, 2010

Analysis

U.S. Personal Income and Outlays, July 2010: Personal Income Increased 0.2% m/m

Bureau of Economic Analysis  Aug 30, 2010

News

3M Agrees to Acquire Cogent

WSJ  Tess Stynes Aug 30, 2010

News

Intel to Buy Infineon Unit for Around $1.4 Billion

WSJ  Gina Chon Aug 30, 2010

Analysis

Fed: In wait and see mode

UOB Economic-Treasury Research  Saktiandi Supaat Aug 30, 2010

Analysis

New Orleans: Five Years After Katrina

Global Insight  Aug 27, 2010

Analysis

Credit default swaps: Financial innovation or financial dysfunction?

Banque de France  Satyajit Das July 2010

Analysis

Revised GDP estimate not as weak as markets had braced for

TD Bank Financial Group  Beata Caranci Aug 27, 2010

Opinions

Carmen Reinhart Sees Seven More Years of High Unemployment

Bloomberg Audio/Video Report  Aug 27, 2010

Opinions

Fed Facing Liquidity Trap

Comstock Partners  Aug 27, 2010

Opinions

U.S. Recovery Is Tracking Traditional Experience After Financial Crisis Induced Recessions

TD Bank Financial Group  Craig Alexander and Beata Caranci Aug 27, 2010

Blogs

Economists React: Economy ‘Still Growing, But Very Slowly’

Real Time Economics  Sudeep Reddy Aug 27, 2010

Blogs

Corporate Profits Near Pre-Recession Peak

New York Times Economix Blog  Catherine Rampell Aug 27, 2010

Blogs

Inflation And Interest Dynamics

The Conscience of a Liberal  Paul Krugman Aug 27, 2010

News

Fannie and Freddie losses hit $226bn

FT  Aug 27, 2010

News

U.S. Michigan Consumer Sentiment Index Rose in August From Eight-Month Low

Bloomberg  Shobhana Chandra Aug 27, 2010

Opinions

The Economic Outlook and Monetary Policy

Federal Reserve  Ben Bernanke Aug 27, 2010

News

U.S. Economy Grew a Revised 1.6% in Second Quarter

Bloomberg  Bob Willis Aug 27, 2010

Analysis

U.S. Q2 2010 Gross Domestic Product (Second Estimate): GDP Growth Revised Down to 1.6%

Bureau of Economic Analysis  Aug 27, 2010

Opinions

This Is Not a Recovery

New York Times  Paul Krugman Aug 27, 2010

Research

Assessing the macroeconomic impact of the transition to stronger capital and liquidity requirements - Interim Report

BIS  Aug 26, 2010

Blogs

Oil & Gas Industry Feeding the Deal Rumor Mill

Research Recap  Jul 29, 2010

Opinions

There is more to America’s stubbornly high unemployment rate than just weak demand

The Economist  Aug 26, 2010

Blogs

Inequality and the High-End Bush Tax Cuts

Off the Charts  Chuck Marr Aug 26, 2010

Blogs

The Relationship Between Nominal Interest Rates and Inflation

Economist's View  Mark Thoma Aug 26, 2010

Opinions

America’s jobs woes cannot be cured just by waiting for economic recovery

The Economist  Aug 26, 2010

Blogs

Why "everyone" should be forced to take Intro Economics

Worthwhile Canadian Initiative  Nick Rowe Aug 26, 2010

Blogs

Not the time for rate hikes

The Economist  Free Exchange Aug 25, 2010

Blogs

Fiscal Austerity and America’s Future

New York Times Economix Blog  Simon Johnson Aug 26, 2010

News

U.S. Jobless Claims Decline More Than Forecast

Bloomberg  Bob Willis Aug 26, 2010

Analysis

U.S. Unemployment Insurance Weekly Claims Report August 26, 2010: Initial Claims Fall to 473,000

U.S. Department of Labor  Aug 26, 2010

Analysis

FHFA: U.S. House Prices Rise in Second Quarter

FHFA  Aug 25, 2010

Blogs

Goldman's Haitzius: Forecasters Need To Cut GDP Estimates “A Lot Further”

The Pragmatic Capitalist  Aug 25, 2010

News

Carter’s trip to North could ease tensions: sources

JoongAng Daily  Gwang-lip Moon and Chan-ho Kang Aug 25, 2010

News

Korea denies new concessions on U.S. FTA

JoongAng Daily  Seung-hyun Jung Aug 25, 2010

Blogs

Dividend Stocks For A Tough Investing Environment

The Pragmatic Capitalist  Aug 25, 2010

Blogs

Identifying Cyclical vs. Structural Unemployment: A Guide for Slate Writers

Grasping Reality with Both Hands  Brad DeLong Aug 24, 2010

Opinions

Strucs vs. Cycs: The two gangs of economists warring over the causes of high unemployment.

Slate  James Ledbetter Aug 24, 2010

Blogs

Home Sales: Distressing Gap

Calculated Risk  Bill McBride Aug 25, 2010

Blogs

There Are Bubbles, And Then There Are Bubbles

The Conscience of a Liberal  Paul Krugman Aug 25, 2010

Opinions

The Housing Mirage

Wall Street Journal  Aug 25, 2010

Blogs

Economists React: Weak Durable Goods, Weaker Housing

Real Time Economics  Sudeep Reddy Aug 25, 2010

Opinions

Informing the Future of Housing Finance: Lessons from the Recent Past

Federal Reserve Bank of Chicago  Charles Evans Aug 24, 2010

Analysis

U.S. Core Factory Orders Dive

BMO Capital Markets  Benjamin Reitzes Aug 25, 2010

Research

Beyond Petroleum: The Broader Effects of the Deepwater Horizon Oil Spill

Brookings Institute  Nathan Hultman Aug 25, 2010

Opinions

Asia and the United States: A changing relationship

East Asia Forum  Simon Tay Aug 25, 2010

Analysis

Morgan Stanley Says Governments Will Default, Only Question Is How

Zero Hedge  Aug 25, 2010

Analysis

U.S. New Residential Sales, July 2010: New Single-Family Sales Decline 12.4% m/m

U.S. Census Bureau  Aug 25, 2010

Analysis

Advance Report on U.S. Durable Goods Manufacturers’ Shipments, Inventories and Orders July 2010

U.S. Census Bureau  Aug 25, 2010

Analysis

U.S. Mortgage Applications Rise 4.9% on Continuing Surge of Refis in Latest MBA Weekly Survey, August 25, 2010

Mortgage Bankers Association  Aug 25, 2010

Blogs

Appeals Court Rejects Fed Request in Discount-Window Case

Real Time Economics  Chad Bray Aug 24, 2010

Research

Systemic risk in the financial sector: A review and synthesis

Central Planning Bureau Netherlands  Michiel Bijlsma, Jeroen Klomp and Sijmen Duineveld Jul 2010

Analysis

Richmond Fed Survey of Manufacturing Activity: Manufacturing Growth Continued to Ease in August; Expectations Drifted Lower

Federal Reserve Bank of Richmond  Aug 24, 2010

RGE Global Outlook Update


Table of Contents


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


Global Issues
Growth & CPI | Commodities

Top 10 Most Read

1. Executive Summary: States of Flux: Stay Risk Averse
2. Approaching a Dangerous Stall Speed
3. The Big Picture: It Will Get Worse Before it Gets Better
4. U.S. Industrial Production Rises; Mixed Signals From Regional Surveys
5. Power Shortages Plague MENA
6. Wen Ex Machina
7. China's PMIs Signal a Moderation, Not a Hard Landing
8. Commodities: No Pain, No Grain
9. U.S. Home Prices: Any Signs of an Impending Double Dip?
10. Australian GDP Growth: Still Going Strong in 2010

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