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Market Strategy

Market Strategy

What Would it Take to Make a State Go Bust?

By David Nowakowski and Prajakta Bhide Dec 23, 2011

Market Strategy

Going Long Volatility

By Gina Sanchez and Dayna Goodwin Dec 1, 2011

Market Strategy

U.S. Banks and Credit: The EZ Outbreak

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

Market Strategy

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

By David Nowakowski and Prajakta Bhide Oct 25, 2011

Emerging Markets Quarterly

The Here and Now: Catching Up Is Hard to Do

By Arnab Das, Rachel Ziemba and Christian Menegatti Oct 24, 2011

Market Strategy

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

By Jennifer Kapila and Parul Walia Oct 24, 2011

Cross Asset Monthly

Currencies: Reversal of Fortunes

By Michael Hart Oct 7, 2011

Market Strategy

Monetary Policy to the Rescue: Don't Expect Miracles

By David Nowakowski Aug 9, 2011

Cross Asset Monthly

Currencies: Continued Vacillation

By Michael Hart Aug 3, 2011

Market Strategy

Keep Your Eyes on the Macro Data

By Gina Sanchez and Ibrahim Gassambe Aug 1, 2011

Market Strategy

Equity: Noise Brings Opportunity

By Gina Sanchez and Ibrahim Gassambe Jul 27, 2011

Market Strategy

Rising Risks, High Vol and Your Information Ratio

By Gina Sanchez and Ibrahim Gassambe Jul 15, 2011

Market Strategy

Q3 2011 Global Scenario Analysis: HeatMap

By the RGE Market Strategy Team Jul 6, 2011

Cross Asset Monthly

Table of Contents: Stay of Execution

By the RGE Market Strategy Team Jul 5, 2011

Cross Asset Monthly

The Here and Now: Of Silver Linings and Clouds

By Arnab Das Jul 5, 2011

Market Strategy

The Boxing Match of IEA and OPEC: IEA Opens Crude Coffers in 60-Million-Barrels Punch

By Shelley Goldberg and Gary Clark Jun 23, 2011

Market Strategy

Can Equities' Fundamentals Overcome Macro Headwinds?

By Ibrahim Gassambe and Gina Sanchez Jun 9, 2011

Market Strategy

Goodbye QE2, But Too Soon for QE3

By David Nowakowski Jun 9, 2011

Cross Asset Monthly

Executive Summary: Know What You Did Last Summer

By Arnab Das Jun 6, 2011

Cross Asset Monthly

Currencies: Hiccup or Reversal?

By Michael Hart Jun 6, 2011

Cross Asset Monthly

Government Bonds/Rates: Repression Reality

By David Nowakowski Jun 6, 2011

Cross Asset Monthly

Credit: Boom Times Amid Slowdown

By David Nowakowski Jun 6, 2011

Cross Asset Monthly

Global Equity: A Tale of Fat-Tail Risk in Europe

By Gina Sanchez and Ibrahim Gassambe Jun 6, 2011

Market Strategy

Cross Asset Model Portfolio: May Review

By Dayna Goodwin May 31, 2011

Market Strategy

Navigating Asset Classes as QE2 Dry-Docks

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

Cross Asset Monthly

Government Bonds/Rates: The Price Is Right

By David Nowakowski May 11, 2011

Cross Asset Monthly

Credit: Getting Crowded

By David Nowakowski May 11, 2011

Market Strategy

FX Amid the Market Repricing

By Michael Hart May 10, 2011

Market Strategy

Cross Asset Model Portfolio: April Review

By Dayna Goodwin Apr 30, 2011

Emerging Markets Quarterly

The Here and Now: Finding the Right Middle Ground

By Arnab Das Apr 21, 2011

Market Strategy

The Pros of Propane

By Shelley Goldberg Apr 20, 2011

Market Strategy

G10 FX Outlook Q2 2011: Teflon Currencies

By Michael Hart Apr 20, 2011

Market Strategy

Defining the Downside More Clearly for Equity

By Gina Sanchez Apr 18, 2011

Market Strategy

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

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

Market Strategy

Pessimism Clouds U.S. Equity Outlook

By Gina Sanchez and Ibrahim Gassambe Apr 14, 2011

Market Strategy

Q2 2011 Global Scenario Analysis: HeatMap

By the RGE Market Strategy Team Apr 11, 2011

Market Strategy

Asset Classes: Historic Correlations to Oil Prices

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

Market Strategy

U.S. Rates: Divergent Treasury Strategies

By Arun Motianey Mar 24, 2011

Market Strategy

Stress Tests or Political Opera?

By Jennifer Kapila Mar 21, 2011

Market Strategy

Crude Oil Price Scenario Analysis

By Shelley Goldberg and Rachel Ziemba Mar 15, 2011

Cross Asset Monthly

Financial Institutions: Turning Japanese (I Really Think So)

By Jennifer Kapila Mar 1, 2011

Market Strategy

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

By David Nowakowski and Prajakta Bhide Feb 28, 2011

Market Strategy

The RGE Market Portfolio Study

By Gina Sanchez and Dayna Goodwin Feb 21, 2011

Market Strategy

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

By Tsolmon Enkhbayar and David Nowakowski Feb 15, 2011

Market Strategy

Is the Brent Premium the New Normal?

By Shelley Goldberg Feb 14, 2011

Cross Asset Monthly

π in the Sky

By Arnab Das Feb 8, 2011

Cross Asset Monthly

The Big Picture: It's All Relative

By Arnab Das Feb 8, 2011

Cross Asset Monthly

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

By Shelley Goldberg Feb 8, 2011

Cross Asset Monthly

Currencies: An Unexpected Start

By Michael Hart Feb 8, 2011

Cross Asset Monthly

Global Equity: Productivity Trumps Inflation

By Gina Sanchez Feb 8, 2011

Cross Asset Monthly

Credit: Better than Deflation

By David Nowakowski Feb 8, 2011

Cross Asset Monthly

Financial Institutions: Poised for Disappointment

By Jennifer Kapila Feb 8, 2011

Cross Asset Monthly

Cross Asset Model Portfolio

By Dayna Goodwin Feb 8, 2011

Market Strategy

Grain Prices: Growing to New Heights

By Shelley Goldberg Feb 1, 2011

Market Strategy

Equities Could Blow Off Steam Soon

By Gina Sanchez Jan 28, 2011

Market Strategy

Muni Bonds: Down but Not Out

By Steve Reich and Arun Motianey Jan 20, 2011

Emerging Markets Quarterly

Appendix: Correlations and Volatility in 2010

By David Nowakowski and Tsolmon Enkhbayar Jan 19, 2011

Cross Asset Monthly

A Year of Growing Dangerously

By Arnab Das Jan 11, 2011

Cross Asset Monthly

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

By Shelley Goldberg Jan 11, 2011

Cross Asset Monthly

Currencies: G10 FX—A Rerun of 2010

By Michael Hart Jan 11, 2011

Cross Asset Monthly

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

By Arun Motianey Jan 11, 2011

Cross Asset Monthly

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

By David Nowakowski Jan 11, 2011

Cross Asset Monthly

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

By Gina Sanchez Jan 11, 2011

Market Strategy

Commodities: Best in Show 2010

By Shelley Goldberg Jan 4, 2011

Market Strategy

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

By Michael Hart Dec 21, 2010

Market Strategy

Index Spreads: Are EM Corps Trading Through Sovereigns?

By David Nowakowski Dec 17, 2010

Market Strategy

Sonata Forms in the Treasury Market

By Arun Motianey Dec 16, 2010

Market Strategy

Will the Fed Allow Rising Borrowing Costs?

By David Nowakowski Dec 10, 2010

Market Strategy

Crude Oil: Black Gold?

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

Market Strategy

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

By Gina Sanchez Dec 8, 2010

Cross Asset Monthly

The Big Picture: Collateral Damage

By Arnab Das Dec 6, 2010

Cross Asset Monthly

Commodities: The Bull in the China Shop

By Shelley Goldberg Dec 6, 2010

Cross Asset Monthly

Currencies: EUR Back in the Frying Pan

By Michael Hart Dec 6, 2010

Cross Asset Monthly

Fixed Income: The Center Does Not Hold

By Arun Motianey Dec 6, 2010

Market Strategy

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

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

Market Strategy

QE Shuffles the Deck for Correlations

By David Nowakowski Dec 1, 2010

Market Strategy

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

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

Market Strategy

Which Cat Among the Pigeons?

By Arun Motianey Nov 16, 2010

Market Strategy

Silver Is Precious, Margins Are Dear

By Shelley Goldberg Nov 11, 2010

Market Strategy

High Yield Becomes Low Yield, But Can Go Lower

By David Nowakowski Nov 5, 2010

Market Strategy

QE2: Money for Nothing and Tricks for Free

By RGE Macro and Strategy Teams Nov 3, 2010

Market Strategy

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

By Ibrahim Gassambe and Tetiana Sears Nov 1, 2010

Cross Asset Monthly

Commodities: Plant, Dig, Drill, Pray

By Shelley Goldberg Oct 29, 2010

Cross Asset Monthly

Fixed Income: Lest We Forget the Others

By Arun Motianey and Steve Reich Oct 29, 2010

Cross Asset Monthly

Global Equity: Pushing on a String

By Gina Sanchez Oct 29, 2010

Cross Asset Monthly

Credit: What Is Thy Bidding, Master

By David Nowakowski Oct 28, 2010

Cross Asset Monthly

Financial Institutions: No Risk, No Reward

By Jennifer Kapila Oct 28, 2010

Market Strategy

Should Investors 'Cross Over' to Stretch for Yield?

By David Nowakowski Oct 18, 2010

Market Strategy

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

By Arun Motianey Oct 14, 2010

Market Strategy

Russia’s Impossible Trinity—Calling for Further RUB Strength

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

Market Strategy

Q4 2010 Scenario Analysis: Asset Class Implications

By RGE Strategy Oct 11, 2010

Market Strategy

QE2 Is No Magic Bullet

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

Cross Asset Monthly

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

By Arnab Das Oct 5, 2010

Cross Asset Monthly

Re-Starting the Helicopter

By Natalia Gurushina Oct 5, 2010

Cross Asset Monthly

The Season Kick-off: Macro Bears Face Micro Bulls

By Shelley Goldberg Oct 5, 2010

Cross Asset Monthly

Fat Spreads, Skinny Yields

By David Nowakowski Oct 5, 2010

Cross Asset Monthly

Buy the Rumor, Sell the Fact

By Gina Sanchez Oct 5, 2010

Cross Asset Monthly

Hybrids: Neither Here nor There

By Jennifer Kapila Oct 5, 2010

Market Strategy

Give Credit to U.S. Equities

By David Nowakowski and Dayna Goodwin Sep 28, 2010

Market Strategy

Cotton: The Next 'Luxury' Fiber?

By Shelley Goldberg Sep 21, 2010

Market Strategy

Is China Passing the Buck?

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

Market Strategy

Gold: There's Something About September

By Shelley Goldberg Sep 16, 2010

Market Strategy

Equity: The Tug of War Continues...

By Gina Sanchez and Prajakta Bhide Sep 15, 2010

Market Strategy

Commodities: Ethanol/Gasoline Spread Collapses

By Shelley Goldberg Sep 7, 2010

Market Strategy

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

By Shelley Goldberg Sep 3, 2010

Market Strategy

Equities: Dead Cat Bounce

By Gina Sanchez and Christian Menegatti Sep 2, 2010

Cross Asset Monthly

The Big Picture: It Will Get Worse Before it Gets Better

By Arnab Das Aug 31, 2010

Cross Asset Monthly

Credit: Who Gets Their Pound of Flesh?

By David Nowakowski Aug 31, 2010

Cross Asset Monthly

Commodities: No Pain, No Grain

By Shelley Goldberg Aug 31, 2010

Cross Asset Monthly

Currencies: The End of Exuberance

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Emerging Markets: At the Cross Roads

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Fixed Income: Unconventional Policies Create Uncertainty

By Arun Motianey Aug 31, 2010

Cross Asset Monthly

Equities: Über Competitive Germany

By Gina Sanchez Aug 31, 2010

Cross Asset Monthly

Executive Summary: States of Flux: Stay Risk Averse

By Arnab Das Aug 31, 2010

Cross Asset Monthly

Financial Institutions: Cracks in the EZ Façade

By Jennifer Kapila Aug 31, 2010

Market Strategy

And the Ugly Gets Uglier

By Gina Sanchez and Ibrahim Gassambe Aug 30, 2010

Market Strategy

Struggling to Break Free: Rising Correlations Part II

By David Nowakowski and Natalia Gurushina Aug 25, 2010

Market Strategy

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

By David Nowakowski and Natalia Gurushina Aug 25, 2010

Market Strategy

A Bumpy Road Ahead for Equities

By Gina Sanchez and Ibrahim Gassambe Aug 23, 2010

Market Strategy

Renewable Energy: Investor Dreams and Sector Realities

By Shelley Goldberg Aug 19, 2010

Market Strategy

Shale Gas Supply: Feast or Famine?

By Shelley Goldberg Aug 17, 2010

Market Strategy

Squeezing Stimulus Out of the MBS Market

By David Nowakowski Aug 11, 2010

Market Strategy

Deus Ex Machina

By Arun Motianey Aug 11, 2010

Market Strategy

Cracks in the Foundation

By Gina Sanchez and Ibrahim Gassambe Aug 10, 2010

Market Strategy

Equities - Just Say No

By Gina Sanchez Aug 4, 2010

Market Strategy

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

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

Economic Research

North America Weekly

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

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

North America Weekly

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

By Prajakta Bhide and Pushpak Sarkar Jan 30, 2012

Economic Research

Behind the FOMC Headlines, a Quiet Reiteration of Further Easing

By Prajakta Bhide Jan 26, 2012

Economic Research

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

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

North America Weekly

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

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

Economic Research

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

By William Oman Jan 23, 2012

North America Weekly

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

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

Economic Research

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

By Prajakta Bhide Jan 10, 2012

North America Weekly

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

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

Economic Research

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

By Nouriel Roubini Jan 9, 2012

Economic Research

U.S. Drops Ethanol Subsidies Without a Fight

By Gary Clark Jan 5, 2012

North America Weekly

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

By Prajakta Bhide and Pushpak Sarkar Jan 2, 2012

Economic Research

U.S. Wealth, Debt, Inequality and Implications

By David Nowakowski Dec 30, 2011

North America Weekly

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

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

Economic Research

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

By Mikko Forss Dec 19, 2011

Central Bank Watch

Federal Reserve: December Update

By Prajakta Bhide Dec 15, 2011

Central Bank Watch

Bank of Canada: December Update

By Tetiana Sears Dec 15, 2011

North America Weekly

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

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

Global Economic Outlook

Canada Outlook: Domestic Demand Yields to External Risks

By Tetiana Sears Dec 8, 2011

Global Economic Outlook

United States Outlook: Don't Dismiss That Recession Risk

By Prajakta Bhide Dec 7, 2011

North America Weekly

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

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

Economic Research

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

By Dev Ashish Dec 2, 2011

Economic Research

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

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

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Nov 28, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Nov 21, 2011

Central Bank Watch

Federal Reserve: November Update

By Prajakta Bhide Nov 17, 2011

Central Bank Watch

Bank of Canada: November Update

By Tetiana Sears Nov 17, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Nov 14, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Nov 7, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Oct 31, 2011

North America Weekly

U.S. Q3 GDP; Canadian Monetary Policy

By Prajakta Bhide and Tetiana Sears Oct 24, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Oct 17, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Oct 3, 2011

Economic Research

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

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

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Sep 26, 2011

Global Economic Outlook

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

By Prajakta Bhide and Christian Menegatti Sep 20, 2011

Global Economic Outlook

Canada Outlook Update: External Risks Undermine Domestic Demand

By Tetiana Sears Sep 16, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Sep 12, 2011

North America Weekly

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

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

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Aug 29, 2011

North America Weekly

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

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

Central Bank Watch

Bank of Canada: August Update

By Tetiana Sears Aug 19, 2011

Global Economic Outlook

Canada Outlook Update: No Immunity to External Headwinds

By Tetiana Sears Aug 15, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Aug 15, 2011

Economic Research

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

By Nouriel Roubini and David Nowakowski Aug 8, 2011

Global Economic Outlook

United States Outlook Update: Stall Speed Is Here

By Prajakta Bhide and Christian Menegatti Aug 1, 2011

North America Weekly

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

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

Economic Research

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

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

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Jul 25, 2011

Economic Research

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

By Prajakta Bhide and David Nowakowski Jul 12, 2011

Economic Research

Floating Crude Not Quite Profitable

By Gary Clark and Edward Joseph Jul 8, 2011

North America Weekly

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

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

Economic Research

Regional Outlook Conference Calls

By the RGE Economic Research Team Jun 30, 2011

North America Weekly

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

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

Global Economic Outlook

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

By Prajakta Bhide and Christian Menegatti Jun 21, 2011

Global Economic Outlook

Canada Outlook Update: Growth Moderates Toward Potential

By Tetiana Sears Jun 17, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Jun 13, 2011

North America Weekly

Here We Go Again…Specter of Summer 2010

By Prajakta Bhide and Christian Menegatti Jun 6, 2011

North America Weekly

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

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

North America Weekly

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

By Prajakta Bhide and Tetiana Sears May 23, 2011

Economic Research

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

By Gary Clark May 20, 2011

North America Weekly

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

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

North America Weekly

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

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

Economic Research

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

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

North America Weekly

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

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

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Apr 25, 2011

Economic Research

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

By Nouriel Roubini and David Nowakowski Apr 21, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Apr 18, 2011

Global Economic Outlook

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

By Christian Menegatti and Prajakta Bhide Apr 15, 2011

Economic Research

Q2 2011 Global Scenario Analysis: Still Gradually Rebalancing

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

North America Weekly

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

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

Economic Research

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

By Prajakta Bhide and Christian Menegatti Apr 4, 2011

Economic Research

Canadian Economy on Track for a Strong Q1

By Tetiana Sears Apr 4, 2011

North America Weekly

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

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

Economic Research

Ten Downside Risks to the U.S. Economic Recovery

By Nouriel Roubini Mar 28, 2011

Economic Research

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

By Prajakta Bhide and Christian Menegatti Mar 28, 2011

Economic Research

Political Challenges in Canada

By Tetiana Sears and Rachel Ziemba Mar 28, 2011

Economic Research

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

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

North America Weekly

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

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

Economic Research

U.S. Core Inflation to Remain Contained

By Prajakta Bhide Mar 21, 2011

Economic Research

Canada's Spending Strong in Short Term

By Tetiana Sears and Rachel Ziemba Mar 21, 2011

Global Economic Outlook

Canada Outlook: Growth Stays Above Potential

By Tetiana Sears and Rachel Ziemba Mar 18, 2011

Global Economic Outlook

United States Outlook: Recovering but Still Policy-Dependent

By Prajakta Bhide and Christian Menegatti Mar 17, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Mar 14, 2011

Economic Research

U.S. Q1 GDP Tracking a Softer Read

By Prajakta Bhide Mar 14, 2011

Economic Research

No Inflation Worries for Canadian Central Bank

By Tetiana Sears Mar 14, 2011

Economic Research

U.S. Job Creation Bounces Back

By Prajakta Bhide Mar 7, 2011

Economic Research

A Temporary Bump in Canadian Housing?

By Tetiana Sears and Rachel Ziemba Mar 7, 2011

North America Weekly

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

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

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Feb 28, 2011

Economic Research

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

By Prajakta Bhide Feb 28, 2011

Economic Research

Canadian Q4 Real GDP Bodes Well for H1 2011 Growth

By Tetiana Sears Feb 28, 2011

North America Weekly

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

By Prajakta Bhide and Tetiana Sears Feb 21, 2011

Economic Research

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

By Prajakta Bhide Feb 21, 2011

Economic Research

Canadian Consumption and Net Trade Point to Stronger Q4 Growth

By Tetiana Sears Feb 21, 2011

North America Weekly

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

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

Economic Research

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

By Prajakta Bhide Feb 14, 2011

Economic Research

Commodities Demand Poses Upside Risk for Canada

By Tetiana Sears and Rachel Ziemba Feb 14, 2011

Economic Research

Coming Soon: An Egypt That Can Say 'No'

By Michael Moran Feb 11, 2011

North America Weekly

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

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

Economic Research

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

By Prajakta Bhide Feb 7, 2011

Economic Research

Canadian Employment Surges in January, Set to Moderate Ahead

By Tetiana Sears and Rachel Ziemba Feb 7, 2011

North America Weekly

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

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

Economic Research

Parsing the U.S. Q4 GDP Numbers

By Prajakta Bhide and Christian Menegatti Jan 31, 2011

Economic Research

Canada's Soft Inflation Trend Implies No Rate Hikes in H1

By Tetiana Sears and Rachel Ziemba Jan 31, 2011

North America Weekly

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

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

Economic Research

U.S. GDP Ends 2010 on Better Note

By Prajakta Bhide and Christian Menegatti Jan 24, 2011

Economic Research

Bank of Canada Upgrades Growth Estimates But Remains Dovish

By Rachel Ziemba and Tetiana Sears Jan 24, 2011

North America Weekly

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

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

Economic Research

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

By Prajakta Bhide Jan 17, 2011

Economic Research

Will Consumer Spending Hold Up in Canada?

By Rachel Ziemba and Tetiana Sears Jan 17, 2011

North America Weekly

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

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

Economic Research

U.S.: 2010 in Review

By Prajakta Bhide and Christian Menegatti Jan 10, 2011

Economic Research

Canada: Soft Landing in Housing and Employment

By Rachel Ziemba and Tetiana Sears Jan 10, 2011

Economic Research

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

By Christian Menegatti and Prajakta Bhide Jan 7, 2011

North America Weekly

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

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

Economic Research

Could Canada Have an Investment Surge?

By Rachel Ziemba and Tetiana Sears Dec 13, 2010

North America Weekly

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

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

Economic Research

U.S.: Fiscal Measures Mean Stronger 2011 Outlook

By Prajakta Bhide and Christian Menegatti Dec 13, 2010

Global Economic Outlook

United States: 2011 Outlook

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

Global Economic Outlook

Canada: 2011 Outlook

By Tetiana Sears and Rachel Ziemba Dec 7, 2010

Economic Research

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

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

Economic Research

U.S. Employment Report: A Disappointing November

By Prajakta Bhide and Christian Menegatti Dec 3, 2010

Economic Research

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

By Michael Moran and Prajakta Bhide Nov 30, 2010

North America Weekly

Which Cat Among the Pigeons?

By Arun Motianey Nov 29, 2010

North America Weekly

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

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

Economic Research

U.S.: Fed on the Defensive

By Prajakta Bhide Nov 22, 2010

Economic Research

Canada: Retail Sales Still a Bright Spot?

By Rachel Ziemba and Tetiana Sears Nov 22, 2010

North America Weekly

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

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

Economic Research

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

By Prajakta Bhide and Christian Menegatti Nov 15, 2010

Economic Research

Strong Loonie and Weak U.S. Demand Keep Canadian Trade Balance in Red

By Tetiana Sears and Rachel Ziemba Nov 15, 2010

North America Weekly

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

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

Economic Research

Wage Growth Pickup Needed in the U.S.

By Prajakta Bhide Nov 8, 2010

Economic Research

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

By Prajakta Bhide and Christian Menegatti Nov 5, 2010

Economic Research

Ethanol Subsidies: Adding Fuel to the Fire?

By Gary Clark and Rachel Ziemba Nov 5, 2010

Economic Research

U.S.: Close to Stall Speed and QE2

By Christian Menegatti and Prajakta Bhide Nov 1, 2010

Economic Research

Canada: How Slow Will H2 Be?

By Rachel Ziemba and Tetiana Sears Nov 1, 2010

Economic Research

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

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

Economic Research

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

By Nouriel Roubini Oct 29, 2010

North America Weekly

A Growth Guessing Game for U.S., Canada

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

Economic Research

U.S. Housing Sector Stabilizing at Low Levels

By Prajakta Bhide Oct 25, 2010

Economic Research

Is the Bank of Canada Shifting to a More Dovish Bias?

By Tetiana Sears and Rachel Ziemba Oct 25, 2010

North America Weekly

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

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

Economic Research

Fed Debates U.S. Unemployment Rate

By Prajakta Bhide Oct 18, 2010

Economic Research

Bank of Canada and Consumers on Hold?

By Tetiana Sears and Rachel Ziemba Oct 18, 2010

Economic Research

Q4 2010 Scenario Analysis: On the Knife Edge

By Rachel Ziemba and Christian Menegatti Oct 11, 2010

North America Weekly

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

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

Economic Research

U.S.: Parsing the FOMC Ahead of November

By Prajakta Bhide and Christian Menegatti Oct 11, 2010

Economic Research

Softness in Canada's Labor Markets Is Here to Stay

By Tetiana Sears and Rachel Ziemba Oct 11, 2010

Economic Research

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

By Prajakta Bhide Oct 8, 2010

North America Weekly

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

By Prajakta Bhide and Rachel Ziemba Oct 4, 2010

Economic Research

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

By Prajakta Bhide and Rachel Ziemba Oct 4, 2010

Economic Research

Canada: Labor Market to Downshift

By Rachel Ziemba Oct 4, 2010

Economic Research

Political Risk and the U.S. Midterm Elections

By Michael Moran and Prajakta Bhide Sep 28, 2010

North America Weekly

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

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

Economic Research

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

By Prajakta Bhide and Christian Menegatti Sep 27, 2010

Economic Research

Canada: Confirming a Weak Start to H2

By Rachel Ziemba Sep 27, 2010

North America Weekly

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

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

Economic Research

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

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

Economic Research

Canada: Deteriorating Consumer Balance Sheets

By Tetiana Sears and Rachel Ziemba Sep 20, 2010

Economic Research

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

By Nouriel Roubini Sep 16, 2010

North America Weekly

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

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

Global Economic Outlook

United States: September 2010 Outlook Update

By Christian Menegatti and Prajakta Bhide Sep 10, 2010

Global Economic Outlook

Canada: September 2010 Outlook Update

By Tetiana Sears and Rachel Ziemba Sep 10, 2010

North America Weekly

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

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

Economic Research

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

By Christian Menegatti and Prajakta Bhide Sep 3, 2010

Economic Research

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

By RGE North America Analysts Aug 30, 2010

Economic Research

Approaching a Dangerous Stall Speed

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

Economic Research

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

By Prajakta Bhide and Christian Menegatti Aug 27, 2010

Economic Research

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

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

Economic Research

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

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

Economic Research

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

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

Economic Research

U.S. Employment Report Shows Prolonged Malaise

By Prajakta Bhide Aug 6, 2010

Economic Research

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

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

Economic Research

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

By Prajakta Bhide and Christian Menegatti Jul 30, 2010

Economic Research

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

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

Global Economic Outlook

United States: Q3 2010 Outlook

By Christian Menegatti and Prajakta Bhide Jul 15, 2010

Global Economic Outlook

Canada: Q3 2010 Outlook

By Tetiana Sears and Rachel Ziemba Jul 10, 2010

Economic Research

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

By Christian Menegatti and Prajakta Bhide Jul 2, 2010

Economic Research

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

By Prajakta Bhide and Christian Menegatti Jun 24, 2010

Economic Research

The Costs of Oil Drilling

By Mikka Pineda and Gary Clark Jun 24, 2010

Economic Research

Savers v. Spenders: Balancing the Global Recovery

By Nouriel Roubini Jun 16, 2010

Economic Research

Deepwater Doesn't Mean a Double Dip

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

Economic Research

Goodbye V-Shaped Recovery: Payrolls Surge and Disappoint

By Christian Menegatti Jun 4, 2010

Economic Research

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

By Christian Menegatti and Prajakta Bhide Jun 1, 2010

Economic Research

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

By Christian Menegatti May 7, 2010

Economic Research

Market Turmoil Amid Eurozone Contagion Fears

By Elisa Parisi-Capone, Natalia Gurushina, Gina Sanchez, Tetiana Sears and Christian Menegatti May 6, 2010

Economic Research

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

By Prajakta Bhide and Christian Menegatti Apr 30, 2010

Global Economic Outlook

United States: Q2 2010 Outlook

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

Global Economic Outlook

Canada: Q2 2010 Outlook

By Tetiana Sears and Rachel Ziemba Apr 12, 2010

Economic Research

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

By Arpitha Bykere and Christian Menegatti Apr 2, 2010

Economic Research

Will Lead Take the Lead Among Base Metals?

By Mikka Pineda Mar 15, 2010

Economic Research

Choppy Waters Rock the Trans-Atlantic Relationship

By Michael Moran Mar 11, 2010

Economic Research

Who Will Buy the U.S. Treasurys?

By Rachel Ziemba Mar 9, 2010

Economic Research

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

By Christian Menegatti and Prajakta Bhide Feb 26, 2010

Economic Research

New Home Sales Plunge in January

By Prajakta Bhide and Christian Menegatti Feb 25, 2010

Global Economic Outlook

United States: Q1 2010 Outlook

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

Economic Research

On the Verge of Job Creation

By Christian Menegatti and Arpitha Bykere Feb 5, 2010

Global Economic Outlook

Canada: Q1 2010 Outlook

By Tetiana Sears and Rachel Ziemba Jan 30, 2010

Economic Research

Comparing 2010 Growth Forecasts for Major Economies

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

Economic Research

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

By Prajakta Bhide Jan 20, 2010

Economic Research

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

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

Economic Research

RGE Currency Outlook: The U.S. Dollar

By Mikka Pineda and Christian Menegatti Jan 1, 2010

Economic Research

U.S. Home Prices and Mortgage Loan Loss Severity

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

Economic Research

CoCos: No Antidote to Go-Go Boom-Bust Cycles

By Jennifer Kapila and Arnab Das Dec 8, 2009

Economic Research

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

By Christian Menegatti and Prajakta Bhide Nov 16, 2009

Economic Research

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

By Mikka Pineda Nov 16, 2009

Economic Research

Obama Sets New Myanmar Policy in Motion

By Julie Ginsberg Nov 13, 2009

Economic Research

Another Bleak U.S. Labor Market Report

By Arpitha Bykere and Christian Menegatti Nov 6, 2009

Economic Research

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

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

Economic Research

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

By Nouriel Roubini and Christian Menegatti Oct 29, 2009

Economic Research

The Rising Sun also Sets

By Michael Moran Oct 7, 2009

Economic Research

The Fed's Balance Sheet and Possible Exit Strategies

By Mikka Pineda and Christian Menegatti Oct 1, 2009

Economic Research

For Obama's Diplomacy, the Going Gets Tough

By Michael Moran Sep 30, 2009

Economic Research

The First-Time Homebuyer Tax Credit and Housing Vacancies

By Prajakta Bhide and Christian Menegatti Sep 29, 2009

Economic Research

Is the U.S. Housing Sector Bottoming Out?

By Christian Menegatti and Prajakta Bhide Sep 29, 2009

Economic Research

Seeking Answers on Oil Market Volatility

By Monika Brown Sep 18, 2009

Economic Research

The July TIC Data: In for the Long Term?

By Rachel Ziemba Sep 16, 2009

Economic Research

Ripples of 9/11 Continue 8 Years On

By Rachel Ziemba Sep 11, 2009

Economic Research

Comparing Three Crises

By Mikka Pineda Sep 9, 2009

Economic Research

On the Reappointment of Ben Bernanke

By Nouriel Roubini Aug 25, 2009

Economic Research

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

By Arpitha Bykere and Christian Menegatti Aug 8, 2009

Economic Research

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

By Rachel Ziemba and Adam Wolfe Jul 24, 2009

Economic Research

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

By Rachel Ziemba Jul 17, 2009

Economic Research

Roubini Statement on the U.S. Economic Outlook

By Nouriel Roubini Jul 16, 2009

Economic Research

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

By Nouriel Roubini Jul 2, 2009

Economic Research

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

By Arpitha Bykere Jun 5, 2009

Economic Research

When the Public Debt Rubber Meets the Investors' Anxiety Asphalt

By Nouriel Roubini May 28, 2009

Economic Research

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

By Mikka Pineda May 14, 2009

Economic Research

What the Stress Tests Didn't Tell Us

By Christian Menegatti May 8, 2009

Economic Research

Some Comments on the Fed's Latest Move

By RGE Analyst Team Mar 19, 2009

Economic Research

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

By Nouriel Roubini Mar 11, 2009

Economic Research

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

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

Economic Research

The December TIC Data

By Rachel Ziemba Feb 18, 2009

Economic Research

Meeting the U.S. Financing Needs

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

Economic Research

Treasury's Financial Stability Plan: Will it Work?

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

Economic Research

It Is Time to Nationalize Insolvent Banking Systems

By Nouriel Roubini Feb 10, 2009

Economic Research

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

By Arpitha Bykere Feb 2, 2009

Economic Research

The Specter of Technical Insolvency

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

Economic Research

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

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

Economic Research

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

By Mathias Kruettli Dec 31, 2008

Economic Research

The U.S. Credit Card Industry in 2009

By Mathias Kruettli Dec 12, 2008

Economic Research

Record Corporate Bond Spreads: A Buying Opportunity?

By Elisa Parisi-Capone Dec 6, 2008

Economic Research

A Wakeup Call for the New Foreign Policy Team?

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

Economic Research

Canada's Fiscal Politics: The Plot Thickens

By Rachel Ziemba Dec 3, 2008

Economic Research

Focus on the U.S. Economy

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

Economic Research

Obama's Asian Priorities

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

Economic Research

Looking for the Bottom

By Christian Menegatti Nov 16, 2008

Economic Research

Barack Obama, the 44th President of the United States

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

Economic Research

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

By Christian Mennegatti Nov 3, 2008

Economic Research

Is the Worst Behind Us?

By Christian Menegatti Oct 16, 2008

Economic Research

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

By Kavitha Cherian Oct 3, 2008

Economic Research

Can a Market Meltdown be Prevented?

By Elisa Parisi-Capone Oct 1, 2008

Economic Research

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

By Arpitha Bykere and Christian Menegatti Sep 19, 2008

Economic Research

The Worst Financial Crisis Since the Great Depression

By Nouriel Roubini Sep 17, 2008

Economic Research

Fannie and Freddie's Bust and Deeply Flawed Government Bailout

By Nouriel Roubini Sep 7, 2008

Economic Research

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

By Christian Menegatti Aug 28, 2008

Economic Research

The Decline of the American Empire

By Nouriel Roubini Aug 13, 2008

Economic Research

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

By Arpitha Bykere Aug 1, 2008

Economic Research

U.S. Labor Market Dynamics in a Slowing Economy

By Arpitha Bykere Jul 31, 2008

Economic Research

So, Is This A U.S. Recession?

By Christian Menegatti and Mikka Pineda Jul 30, 2008

Economic Research

Global Recession Watch: Recoupling Rather than Decoupling

By Nouriel Roubini Jul 3, 2008

Economic Research

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

By Rachel Ziemba Jun 17, 2008

Economic Research

Should Canada Save More of its Oil Windfall?

By Rachel Ziemba Jun 16, 2008

Economic Research

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

By Nouriel Roubini Jun 8, 2008

Economic Research

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

By Rachel Ziemba Jun 5, 2008

Economic Research

Effects of the U.S. Recession on Asian Growth

By Nouriel Roubini May 8, 2008

Economic Research

Canadian Dollar and Oil: No Longer So Close

By Rachel Ziemba Apr 17, 2008

Economic Research

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

By Rachel Ziemba Apr 8, 2008

Economic Research

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

By Christian Menegatti Apr 3, 2008

Economic Research

Solutions for the Mortgage Crisis

By Christian Menegatti Mar 25, 2008

Economic Research

Fed in Action: The Bear Stearns Aftermath

By Christian Menegatti Mar 18, 2008

Economic Research

Overview of Fed's New Lending Facilities

By Elisa Parisi-Capone Mar 17, 2008

Economic Research

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

By Christian Menegatti Mar 13, 2008

Economic Research

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

By Arpitha Bykere Jan 1, 2008

Economic Research

Obama Tours Asia with a Full Agenda

By RGE Analysts Nov 18, 2007

Economic Research

World Map of the U.S. Subprime Fallout

By Mikka Pineda Aug 1, 2007

Economic Research

The Instability of the Bretton Woods 2 Regime

By Rachel Ziemba Jul 15, 2007

Economic Research

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

By Nouriel Roubini and Christian Menegatti Apr 14, 2007

Economic Research

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

By Elisa Parisi-Capone Mar 27, 2007

Economic Research

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

By Nouriel Roubini and Christian Menegatti Mar 15, 2007

Economic Research

Why China Should Abandon Its Dollar Peg

By Nouriel Roubini Jan 14, 2007

Economic Research

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

By Nouriel Roubini Aug 23, 2006

Economic Research

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

By Nouriel Roubini Jun 1, 2006

Economic Research

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

By Nouriel Roubini Jan 8, 2006

Economic Research

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

By Nouriel Roubini and Brad Setser May 1, 2005

Economic Research

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

By Nouriel Roubini and Brad Setser Feb 1, 2005

Economic Research

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

By Nouriel Roubini and Brad Setser Nov 17, 2004

EconoMonitors

Ed Dolan's Econ Blog

Latest Economic Data Begin to Shift the Counterfactual in Favor of Democrats

Ed Dolan Feb 6, 2012

United States Channel

January Employment Report Preview

Jeffrey Miller Feb 2, 2012

Ed Dolan's Econ Blog

Faster GDP Growth Will Be Welcome News for the White House, Despite “Ifs” and “Buts” in the Details

Ed Dolan Jan 27, 2012

Ed Dolan's Econ Blog

Controversy over Romney’s Taxes Underlines the Need for Broad Reform

Ed Dolan Jan 23, 2012

Ed Dolan's Econ Blog

Court’s Latest Stay of Clean Air Regulations Shows the Best Can Be the Enemy of the Good

Ed Dolan Jan 12, 2012

Finance & Markets Channel

Prediction Addiction: 2012 Edition

James Picerno Jan 2, 2012

United States Channel

Four Whoppers of 2011

Barry Ritholtz Dec 30, 2011

RGE Analysts

California to Argentina: How Big a Nosedive?

David Nowakowski & Prajakta Bhide Dec 23, 2011

Ed Dolan's Econ Blog

Latest Price Data Show US on Brink of Deflation as World Economy Slows

Ed Dolan Dec 16, 2011

Global Macro Channel

Global Manufacturing PMI: Saved by the U.S.

Prieur du Plessis Dec 2, 2011

RGE Analysts

Central Banks' Actions: Important, But a Safety Net Rather Than Strong Medicine

David Nowakowski Nov 30, 2011

Global Macro Channel

And the Global Economic Saga Continues

Tim Duy Nov 23, 2011

Finance & Markets Channel

Implications of the Recent Rise in Oil Prices

James Hamilton Nov 20, 2011

Dan Alpert's Two Cents

On Printing Euros and the Real German Fear (hint, it's not 1923)

Daniel Alpert Nov 17, 2011

Ed Dolan's Econ Blog

Easing Inflation Pressure Gives Fed Extra Room to Maneuver in Face of Euro Crisis

Ed Dolan Nov 16, 2011

Europe Channel

Endgame Approaching

Tim Duy Nov 10, 2011

Ed Dolan's Econ Blog

Understanding the New View of Poverty (1): The Erosion of Stereotypes

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Ed Dolan's Econ Blog

NGDP Targeting is the Natural Heir to Monetarism

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United States Channel

Jobless Claims Drop Below 400k

James Picerno Nov 3, 2011

United States Channel

Meanwhile, Back on This Side of the Pond...

Tim Duy Nov 2, 2011

Global Macro Channel

Expect a Lot More Trade Intervention

Michael Pettis Nov 2, 2011

United States Channel

The Occupiers’ Responsive Chord

Robert Reich Nov 1, 2011

Ed Dolan's Econ Blog

US GDP Growth Stronger in Q3 as Economy Enters Expansion

Ed Dolan Oct 27, 2011

United States Channel

Chart of the Day: U.S. Income Growth 1979-2007

Edward Harrison Oct 26, 2011

Global Macro Channel

FED Outgunned, EMU Outflanked

Claus Vistesen Oct 23, 2011

Finance & Markets Channel

Weak Position Limits Can’t Tackle Speculation in Commodities

Kavaljit Singh Oct 19, 2011

Finance & Markets Channel

The More You Pay, the Less You Get

James Kwak Oct 17, 2011

RGE Analysts

Underwater Mortgage? Call 1-888-995-HOPE

David Nowakowski Oct 17, 2011

Global Macro Channel

Could Monetary Policy Mitigate the Real Effects of Oil Shocks?

James Hamilton Oct 16, 2011

Ed Dolan's Econ Blog

The Senate's Currency Manipulation Bill Is Not Only Bad Policy, but Unnecessary

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United States Channel

The Seven Biggest Economic Lies

Robert Reich Oct 12, 2011

United States Channel

A Boom in 2013?

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United States Channel

Straight Out of Antiquity

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United States Channel

Sometimes (Macro) History Bites

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Wall Street and Silicon Valley

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Finance & Markets Channel

Technicians Turn Bullish

Barry Ritholtz Oct 10, 2011

United States Channel

Bruce Bartlett Wants the Fed to Target Nominal GDP

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United States Channel

The Wall Street Occupiers and the Democratic Party

Robert Reich Oct 9, 2011

United States Channel

Occupy Wall Street, Another Futile Peasants’ Protest

Fabius Maximus Oct 5, 2011

United States Channel

Too Late for the Unemployed?

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Last Days of Rome

Vice Chairman of China's CIC Says It's Become Harder to Defend the U.S. Model

Michael Moran Sep 30, 2011

Geostrategy Channel

America vs. Eurasia

Anantha Nageswaran Sep 30, 2011

Finance & Markets Channel

Imagining a World Without Banks

Ann Lee Sep 30, 2011

United States Channel

Jobless Claims Drop Sharply. Can We Believe It This Time?

James Picerno Sep 30, 2011

RGE Analysts

India and the U.S.: A Tale of Two Ineffective Monetary Policies

Kunal Kumar Kundu Sep 29, 2011

United States Channel

Anti-American Bankers

Simon Johnson Sep 29, 2011

United States Channel

The Case For Monetary Cranks

James Picerno Sep 29, 2011

GMac

Bloomberg Interview on Current Market Conditions and Asset Allocation

Lincoln Ellis Sep 27, 2011

United States Channel

Should Social Security Be Progressive?

James Kwak Sep 27, 2011

United States Channel

Too Much of a Good Thing?

James Picerno Sep 27, 2011

Geostrategy Channel

A Few Thoughts on Economic Nationalism

Edward Harrison Sep 27, 2011

United States Channel

Lost Decades: The Lost Graphs

Menzie Chinn Sep 27, 2011

Finance & Markets Channel

Weighing the Week Ahead: How Likely Is a Recession?

Jeffrey Miller Sep 26, 2011

United States Channel

FOMC Reaction - The Extended Version

Tim Duy Sep 22, 2011

United States Channel

The Republicans’ Latest Ploy to Keep the Economy Lousy through Election Day

Robert Reich Sep 21, 2011

United States Channel

Pushing on a String

Barry Ritholtz Sep 21, 2011

Ed Dolan's Econ Blog

The UBS-Adoboli Scandal Shows the Problem of Negatively Skewed Risk is Still With Us

Ed Dolan Sep 20, 2011

United States Channel

A Good Fight

Robert Reich Sep 20, 2011

Global Macro Channel

QOTD: Reviving Japan or Reviving USA?

Barry Ritholtz Sep 20, 2011

Finance & Markets Channel

Fork in the Road

Barry Ritholtz Sep 19, 2011

United States Channel

Lost Decades: The Making of America's Debt Crisis and the Long Recovery

Menzie Chinn Sep 19, 2011

United States Channel

Rearranging the Deck Chairs

Tim Duy Sep 19, 2011

United States Channel

The Wrong Track, in Figures

Menzie Chinn Sep 18, 2011

United States Channel

Industrial Production Vs. Credit Spreads

James Picerno Sep 16, 2011

Finance & Markets Channel

Investment Behavior and Policy Implications

Menzie Chinn Sep 14, 2011

Ed Dolan's Econ Blog

U.S. Working-Age Poverty Hits a Record High: What it Means for the Budget Debate

Ed Dolan Sep 13, 2011

Ed Dolan's Econ Blog

Why Rolling Back Environmental Protection is the Wrong Fix for Jobs

Ed Dolan Sep 11, 2011

United States Channel

Obama’s Jobs Plan: Will He Offer Policy Miniatures or Give ‘em Hell?

Robert Reich Sep 2, 2011

United States Channel

Important Information in Today’s Jobs Report, Telling us About our Past and Future

Fabius Maximus Sep 2, 2011

United States Channel

Job Growth Takes a Dive in August

James Picerno Sep 2, 2011

United States Channel

Achuthan: "It's Too Late" for Obama on Jobs

Edward Harrison Aug 30, 2011

United States Channel

Inflation (And Bernanke) Expectations

James Picerno Aug 26, 2011

United States Channel

Bernanke v. Bernanke

James Picerno Aug 25, 2011

Finance & Markets Channel

Dollar Watch

Menzie Chinn Aug 25, 2011

Latin America Channel

Myths and Realities of U.S.-Mexico Border Spillover Effects

Shannon Oneil Aug 25, 2011

United States Channel

Where Can America Find More Income and Jobs?

James Hamilton Aug 24, 2011

United States Channel

Central Banks Still Have Much Ammunition

David Beckworth Aug 23, 2011

The Wilder View

U.S. Economy in August: Moving Sideways

Rebecca Wilder Aug 23, 2011

Finance & Markets Channel

Forget TARP: Wall St Borrowed $1.2 Trillion from Fed

Barry Ritholtz Aug 22, 2011

United States Channel

Waiting for the Fed to Act

James Hamilton Aug 21, 2011

Ed Dolan's Econ Blog

Why Rick Perry's Position on Climate Change Makes Him a True Conservative

Ed Dolan Aug 18, 2011

United States Channel

The President's Bold Jobs Bill (Maybe)

Robert Reich Aug 18, 2011

United States Channel

Lazy Suggestions

Anantha Nageswaran Aug 17, 2011

Spurious Data

Setting the stage for QE III?

Constance Hunter Aug 17, 2011

Finance & Markets Channel

Misunderstanding the Rent vs. Buy Dynamic

Barry Ritholtz Aug 17, 2011

United States Channel

Krugman on Modern Monetary Theory

Edward Harrison Aug 15, 2011

Finance & Markets Channel

The BiPolar Market

Barry Ritholtz Aug 12, 2011

Finance & Markets Channel

The Case For Rebalancing Looks Compelling...Again

James Picerno Aug 11, 2011

Geostrategy Channel

If This Is 72 Hours of Central Bankers Trying to Save the World, What Would Abject Capitulation Look Like?

Yves Smith Aug 11, 2011

Last Days of Rome

2012 and the Last Chance Saloon

Michael Moran Aug 8, 2011

Finance & Markets Channel

Why S&P Has No Business Downgrading the U.S.

Robert Reich Aug 7, 2011

Ed Dolan's Econ Blog

US Employment-Population Ratio Hits a New Low: Why it Matters for the Budget Debate

Ed Dolan Aug 7, 2011

Great Leap Forward

The Budget Compromise: Congress Creates a Rube Goldberg Doomsday Machine

L. Randall Wray Aug 2, 2011

United States Channel

Consumer Update

Tim Duy Aug 2, 2011

United States Channel

Ransom Paid

Robert Reich Aug 2, 2011

United States Channel

Tales from the GDP Revisions

Menzie Chinn Aug 1, 2011

United States Channel

The Anatomy of the U.S. Deficit Deal

Dan Steinbock Aug 1, 2011

Ed Dolan's Econ Blog

How Smart Fiscal Rules Keep Sweden's Budget in Balance

Ed Dolan Jul 31, 2011

United States Channel

Sanctioning Blackmail

Mark Thoma Jul 31, 2011

United States Channel

Don’t Fall for the GOP Lie: There Is No Budget Crisis, There’s a Job and Growth Crisis

Robert Reich Jul 29, 2011

Finance & Markets Channel

Rating Agencies: Debt Police Go Rogue

Barry Ritholtz Jul 28, 2011

United States Channel

Vicious Cycles: Why Washington Is About to Make the Jobs Crisis Worse

Robert Reich Jul 26, 2011

United States Channel

Between a Rock and a Hard Place: U.S. Fiscal Policy

Rodrigo Valdes Jul 25, 2011

Ed Dolan's Econ Blog

How Intelligent Budget Rules Help Chile Prosper: Lessons for the US

Ed Dolan Jul 24, 2011

Global Macro Channel

The Weirdness of 10-Year Deficit Reduction

James Kwak Jul 21, 2011

Global Macro Channel

Is Bank of America at Risk of a Death Spiral?

Yves Smith Jul 21, 2011

Great Leap Forward

Raise the Debt Limit or Abolish the Debt?

L. Randall Wray Jul 19, 2011

Global Macro Channel

How Capitol Hill Is Pushing the U.S. Economy to the Edge

Dan Steinbock Jul 19, 2011

United States Channel

Households Are Still Deleveraging. Or Not.

Tim Duy Jul 18, 2011

United States Channel

The Dangerous Hi-Jinks of the GOP’s Juveniles

Robert Reich Jul 17, 2011

Ed Dolan's Econ Blog

Is a 56.2 MPG Fuel Economy Standard Really a Good Idea?

Ed Dolan Jul 15, 2011

United States Channel

The President’s Jobs Plan (Not)

Robert Reich Jul 13, 2011

Great Leap Forward

Shock Doctrine and the Debt Limit

L. Randall Wray Jul 12, 2011

United States Channel

Sputtering

Anantha Nageswaran Jul 11, 2011

United States Channel

Is the Employment Report a Game Changer?

David E. Altig Jul 11, 2011

United States Channel

How Close are We to a Second Recession?

Mark Thoma Jul 10, 2011

Ed Dolan's Econ Blog

Yes, The U.S. Needs Fiscal Policy Rules, but Not Hatch-Lee

Ed Dolan Jul 10, 2011

United States Channel

What if Stimulus Does Not Work?

Anantha Nageswaran Jun 27, 2011

Dan Alpert's Two Cents

The Next Crisis in Residential Mortgages – New Data Emerges

Daniel Alpert Jun 19, 2011

United States Channel

News Flash: The Emperor Has No Clothes

Barry Ritholtz Jun 17, 2011

United States Channel

Core Cuts Both Ways

David E. Altig Jun 14, 2011

Ed Dolan's Econ Blog

One Year Later, How Much has China's Yuan Appreciated?

Ed Dolan Jun 13, 2011

Finance & Markets Channel

Interactive Crises of Real Estate, Employment and Law

Barry Ritholtz Jun 10, 2011

United States Channel

More on Geithner, Deficit Reduction, and Expenditure Switching

Tim Duy Jun 10, 2011

Finance & Markets Channel

Weak Employment Growth: Hiccup or First Step Toward Double Dip?

John Graham & Kate O'Sullivan Jun 10, 2011

Dan Alpert's Two Cents

The Flight of the Doves: Money, Spending, Employment, Inflation, Disinflation and the Need to Compete in a Changed World

Daniel Alpert Jun 9, 2011

United States Channel

Obama Still Desperately Seeking Anybody But Warren to Head New Consumer Agency

Yves Smith Jun 9, 2011

Finance & Markets Channel

Checklist: How to Spot a Bubble in Real Time

Barry Ritholtz Jun 9, 2011

United States Channel

Romer versus Geithner

Mark Thoma Jun 8, 2011

United States Channel

Christy Romer’s Reminiscences

Barry Ritholtz Jun 8, 2011

United States Channel

Will the Fed Act?

Tim Duy May 31, 2011

Dan Alpert's Two Cents

Poetic Injustice

Daniel Alpert May 23, 2011

Dan Alpert's Two Cents

Welcome to Dan Alpert's Two Cents on EconoMonitor.com

Daniel Alpert May 22, 2011

EconoMonitor

Welcome to EconoMonitor

Joshua Glazer May 20, 2011

Finance & Markets Channel

Weighing the Week Ahead: Any Bottom in Housing?

Jeffrey Miller May 16, 2011

Finance & Markets Channel

US: Just How Out of Line Are House Prices?

David E. Altig May 16, 2011

United States Channel

Slower Growth vs. Slow Growth

James Picerno May 16, 2011

United States Channel

The Original QE Program: A Smashing Success

David Beckworth May 16, 2011

Geostrategy Channel

Shale Gas Environmental Concerns

James Hamilton May 16, 2011

Geostrategy Channel

Pakistan’s Obsession

Marvin Zonis May 15, 2011

United States Channel

What Would Really Bring About a Dollar Dive?

Menzie Chinn May 13, 2011

Geostrategy Channel

To Owe or Be Owned—Depends on How You Tax It

Ruud de Mooij May 13, 2011

Finance & Markets Channel

Oil Prices and Trading Mechanics

James Hamilton May 13, 2011

Nouriel Roubini's Global EconoMonitor

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

Nouriel Roubini May 13, 2011

Nouriel Roubini's Global EconoMonitor

CNBC's NetNet Reports on My Remarks at the SALT Conference

Nouriel Roubini May 12, 2011

Ed Dolan's Econ Blog

Are Financial Regulators Flying Blind? Would Better “Risk Topography” Help?

Ed Dolan May 12, 2011

United States Channel

Learning About Long Term Unemployment (II)

Menzie Chinn May 10, 2011

Geostrategy Channel

The Battle for the Soul of the GOP

Robert Reich May 10, 2011

Nouriel Roubini's Global EconoMonitor

Honey, I Shrunk the Gross National Debt!

Nouriel Roubini & Arnab Das May 10, 2011

Finance & Markets Channel

Readings on the Financial Crisis

Rick Bookstaber May 10, 2011

Finance & Markets Channel

Weighing the Week Ahead: Another Soft Patch?

Jeffrey Miller May 9, 2011

Geostrategy Channel

The Myth of the Natural Economy

James Kwak May 9, 2011

United States Channel

Blogger's View of the Fed

David Beckworth May 9, 2011

United States Channel

Bernanke Bats for Banks and Reading Links

Anantha Nageswaran May 9, 2011

Peterson Institute for International Economics

Bernanke Did Not Bomb

Edwin Truman May 9, 2011

Finance & Markets Channel

Lower Oil Prices

James Hamilton May 9, 2011

United States Channel

Wild Week Leaves Fed Policy Intact

Tim Duy May 9, 2011

Global Macro Channel

To Find the Answers, Look Beyond Economics . . .

Barry Ritholtz May 9, 2011

Global Macro Channel

Capitalism 4.0

Anantha Nageswaran May 9, 2011

Geostrategy Channel

About the Strategic Significance of Bin Laden’s Execution, and the Road Not Taken

Fabius Maximus May 5, 2011

Global Macro Channel

Is it Time for the U.S. to Disengage the World from the Dollar?

Michael Pettis May 4, 2011

Nouriel Roubini's Global EconoMonitor

Nouriel Roubini and Tom Keene: Thinking Globally

Nouriel Roubini May 3, 2011

Geostrategy Channel

Death of Osama Bin Laden

Marvin Zonis May 2, 2011

Geostrategy Channel

Bin Laden’s (Long Overdue) Day of Reckoning

Barry Ritholtz May 2, 2011

Geostrategy Channel

A Brief Note on the Death of Bin Laden

Fabius Maximus May 2, 2011

Geostrategy Channel

A Top Businessman and Banker Explains Our Political and Economic Challenges

Fabius Maximus May 1, 2011

Geostrategy Channel

Important New Articles About Reforming Our Military, a Key to Balancing the Federal Budget

Fabius Maximus Apr 29, 2011

Geostrategy Channel

My Class, Right or Wrong: The Powell Memorandum's 40th Anniversary

William K. Black Apr 28, 2011

Geostrategy Channel

Deficit Compromise

James Hamilton Apr 28, 2011

Geostrategy Channel

The Lessons About Ourselves We Can Learn From the “Three Cups of Tea” Affair (Part Two)

Fabius Maximus Apr 27, 2011

Geostrategy Channel

Increasing Taxes on the Wealthy Is Unfair???

Mark Thoma Apr 24, 2011

Ed Dolan's Econ Blog

What Can We Learn About the Ryan Medicare Plan from the German Experience?

Ed Dolan Apr 22, 2011

Emerging Markets Channel

Chinese Inflation and the Impact on the U.S. Economy

Menzie Chinn Apr 21, 2011

RGE Analysts

Funded vs. Unfunded

David Nowakowski Apr 21, 2011

Geostrategy Channel

Musings on Plutocracy

Yves Smith Apr 21, 2011

Geostrategy Channel

Heritage Breaks Internet Silence on Its Ryan Plan Simulations (w/o a Single Number!)

Menzie Chinn Apr 21, 2011

RGE Analysts

BP Oil Spill: One Year Later

Mikka Pineda Apr 20, 2011

Global Macro Channel

Money Never Sleeps...

Grzegorz W. Kolodko Apr 20, 2011

Geostrategy Channel

A Status Report on Our Intervention in Libya. Historians Will Find this Farce Fascinating

Fabius Maximus Apr 18, 2011

Geostrategy Channel

Balancing the Budget w/o Spending Cuts or Tax Increases

Barry Ritholtz Apr 18, 2011

Asia Channel

Chinese Recycling and U.S. Interest Rates

Michael Pettis Apr 18, 2011

Geostrategy Channel

Update on the Inflation Hysteria. This Invisible Monster Is Ready to Devour Us!

Fabius Maximus Apr 15, 2011

Ed Dolan's Econ Blog

Is Tax Reform on the Table, or Not?

Ed Dolan Apr 15, 2011

Dan Alpert's Two Cents

This Is Your Debt...This Is Your Income Distribution on Debt: Not Your Grandfather’s Economy

Daniel Alpert Apr 14, 2011

RGE Analysts

China’s US$3 Trillion problem: One Expensive Peg

Rachel Ziemba Apr 14, 2011

Global Macro Channel

Deflating Inflation / Inflating Deflation

Satyajit Das Apr 14, 2011

Geostrategy Channel

Why Do Rep. Ryan and the Republicans Want to Gut America’s Military Defenses?

Fabius Maximus Apr 14, 2011

Geostrategy Channel

Why the Libyan War Is Important to Us – and to Our Children

Fabius Maximus Apr 12, 2011

Global Macro Channel

Voodoo Economics Redux

Satyajit Das Apr 12, 2011

Geostrategy Channel

What's Up with Oil Prices?

James Picerno Apr 11, 2011

Geostrategy Channel

Paying for Health Care

James Hamilton Apr 11, 2011

Finance & Markets Channel

Does Fed Intervention Produce Low Volume Rallies?

Barry Ritholtz Apr 10, 2011

Global Macro Channel

Warning! Inequality May Be Hazardous to Your Growth

Andrew G. Berg & Jonathan D. Ostry Apr 8, 2011

United States Channel

The Blogger Manifesto

Jeffrey Miller Apr 8, 2011

Finance & Markets Channel

What Is the Source of Record Earnings?

Barry Ritholtz Apr 8, 2011

Geostrategy Channel

Representative Ryan's Roadmap: Interesting Implied Macro Impacts

Menzie Chinn Apr 8, 2011

United States Channel

QE and the Wealth Effect in the U.S.

Claus Vistesen Apr 7, 2011

Finance & Markets Channel

Weekly Jobless Claims Drop by 10k

James Picerno Apr 7, 2011

Geostrategy Channel

Moment of Blather

James Kwak Apr 7, 2011

Geostrategy Channel

The Ryan Plan Is "Fundamentally Immoral"

Mark Thoma Apr 7, 2011

Daily Digest

Analysis

Canadian-WTI Oil Price Spreads Painful, Not Permanent

Reuters  Jeffery Jones Feb 08, 2012

Blogs

Shale Gas Production Levels may Be Unsustainable

The Oil Drum  Aeberman Feb 08, 2012

Analysis

EIA Short Term Energy Outlook Predicts Low Gas Prices and Home Heating Costs

U.S. Energy Information Agency  Feb 08, 2012

Analysis

Sovereign Rating And Country T&C Assessment Histories

Standard and Poor's  Feb 07, 2012

News

UBS Posts 76% Drop in Quarterly Profit

Bloomberg  Elena Logutenkova Feb 07, 2012

Analysis

St. Croix to Become Key Transshipment Hub For Refined Products

Weekly Tanker Opinion  Feb 07, 2012

Opinions

Should We Embrace Wind Power?

The Earth Times  David Hewitt Feb 07, 2012

News

Will Shell Drill in Arctic Waters in 2012?

Anchorage Daily News  DAN JOLING Feb 07, 2012

Analysis

Wind Power Sees 21% Growth in Capacity Despite Economic Turmoil

Global Wind Energy Council  Feb 07, 2012

News

JPMorgan earnings drop on weak trading

FT  Tom Braithwaite Jan 13, 2012

News

BofA swings to $2bn profit in fourth quarter

FT  Tom Braithwaite and Tracy Alloway Jan 19, 2012

Blogs

U.S. Energy Trade Mission to Africa

Council on Foreign Relations  John Campbell Feb 03, 2012

News

Africa: U.S. Energy Trade Mission to Visit Four Nations

U.S. Department of State  Merle David Kellerhals Jr Feb 01, 2012

Analysis

Nuclear Power – The Numbers Don’t Add Up

National Bureau of Economic Research  Lucas W. Davis Feb 06, 2012

Analysis

Unconventional Gas Boom Goes Bust

The Oil Drum  Jonathon Callaghan Feb 06, 2012

News

EU Climate Chief Seeks Doubling of Global Clean Energy at Rio

Bloomberg  Natalie Obiko Pearson Feb 06, 2012

News

January 2012 Non-Manufacturing ISM Report On Business

Institute for Supply Management  Feb 03, 2012

News

THE EMPLOYMENT SITUATION – JANUARY 2012

Bureau of Labor Statistics  Feb 03, 2012

News

Shale-gas deal sweetens Harper's Beijing trip

Asia Times  Robert M Cutler Feb 04, 2012

News

PetroChina Buys Shell Shale Gas Assets

Rigzone  Yvonne Lee Feb 03, 2012

News

Shell Shifts Focus From Shale Gas to Tight Oil

Financial Times (subscription)  Guy Chazan and Sylvia Pfeifer Feb 03, 2012

Analysis

Natural Gas Price Volatility 1.5 Times Higher Than Oil

Oxford Energy Institute  Sofya Alterman Feb 03, 2012

Analysis

Review and Preview

Global Economic Forum - Morgan Stanley  Ted Wieseman Jan 31, 2012

News

2012 Kicks Off With 28% Surge in Job Cuts

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

News

S&P Cuts Ratings For Global Banks

WSJ  DAVID BENOIT AND JEANNETTE NEUMANN Nov 30, 2012

Analysis

U.S. Energy Information Agency Releases 2012 Outlook

Energy Information Agency  Feb 02, 2012

Analysis

The Energy Rebound Debate Continues (pt.2)

The Breakthrough Institute  Jr and Roger Pielke Feb 02, 2012

Analysis

The Energy Rebound Debate Continues (pt.1)

CO2 Scorecard  Shakeb Afsah, Kendyl Salcito and Chris Wielga Feb 02, 2012

News

January 2012 ADP National Employment Report

ADP National Employment Report  Feb 01, 2012

News

DECEMBER 2011 CONSTRUCTION AT $816.4 BILLION ANNUAL RATE

U.S. Census Bureau  Feb 01, 2012

News

January 2012 Manufacturing ISM Report On Business

Institute for Supply Management  Feb 01, 2012

News

Cries of anti-Americanism as rating risk is revised

Financial Times  Jan 29, 2012

News

Citigroup to pay $285 million to settle fraud case

Reuters  Jonathan Stempel and Aruna Viswanatha Oct 19, 2011

News

Massachusetts attorney general sues big banks over foreclosure practices

Washington Post  Brady Dennis Dec 01, 2011

News

Investors Seek Investigations Into $95B JP Morgan Mortgage Bonds

WSJ  Al Yoon and David Benoit Dec 16, 2011

News

BNY Mellon Settles Auction-Rate Investigation

Bloomberg  Chris Dolmetsch Dec 22, 2011

News

US HUD's Donovan: 'Very Close' To Robo-Signing Settlement

U.S., Banks Near 'Robo-Signing' Settlement   Jan 19, 2012

Analysis

Global Employment Trends 2012

International Labour Organization  Jan, 2012

News

Chicago Business Barometer Softened:January 2012

Deutsche Börse AG and the Institute for Supply Management  Jan 31, 2012

News

US, Rwanda plot to rout weakened FDLR

New Times (Rwanda)  James Karuhanga Jan 31, 2012

News

Climate-driven Heat Peaks May Shrink Wheat Crops

physorg.com  Marlowe Hood Jan 31, 2012

News

Renewable Energy Deals Buck Uncertainty to Rise 40%

Bloomberg  Alex Morales Jan 31, 2012

News

Closing Refineries to Drive Up Gasoline Prices

CNBC Market Insider  Patti Domm Jan 31, 2012

Analysis

Oil's Tipping Point has Passed

Nature (subscription)  David King and James Murray Jan 31, 2012

News

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

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

News

TEXAS MANUFACTURING ACTIVITY PICKS UP

Federal Reserve Bank of Dallas  Jan 30, 2012

News

PERSONAL INCOME AND OUTLAYS: DECEMBER 2011

Bureau of Economic Analysis  Jan 30, 2012

Analysis

Financial Stability Board Praises Canada’s Resilient Financial System

Department of Finance Canada  Jan 30, 2012

Opinions

Apples v apples – a new way to measure risk

Financial Times  Vikram Pandit Jan 30, 2012

News

Jamie Dimon Confirms Worst Fears About Basel III

CNBC  John Carney Jan 13, 2012

News

Global body to represent big banks

Financial Times  Patrick Jenkins Jan 26, 2012

News

Obama Pushes Energy Plan

Reuters  Caren Bohan Jan 30, 2012

Opinions

In Defense of Obama's Clean Energy Goals

New York Times  Jan 30, 2012

News

Boehner Says Highway Bill Fair Game For Keystone XL

Fuel Fix  Puneet Kollipara Jan 30, 2012

News

Citigroup to Close Prop Trading Desk

Deal Book  KEVIN ROOSE Jan 27, 2012

Blogs

Hydrogen Micro-Generation Still Limited by Efficiency Factors

The Oil Drum  Louis De Souza Jan 30, 2012

News

Petroplus Debt Talks Run Out of Fuel

Financial Times (subscription)  Javier Blas and Guy Chazan Jan 30, 2012

Analysis

Has Petroleum Production Peaked, Ending the Era of Easy Oil?

Scientific American  David Biello Jan 30, 2012

Analysis

Canada: The Weekly Bottom Line, Jan 27, 2012

TD Economics  Jan 27, 2012

Opinions

Impact of the Great Recession on Public Schools in the Region

Federal Reserve Bank of New York  William C. Dudley Jan 27, 2012

News

Richmond Fed President Lacker Comments on FOMC Dissent

Federal Reserve Bank of Richmond  Jeffrey M. Lacker Jan 27, 2012

News

Manufacturing Activity Picks Up the Pace in January; Expectations Upbeat

Federal Reserve Bank of Richmond  Jan 24, 2012

News

Gross Domestic Product, 4th quarter and Annual 2011 (advance estimate)

Bureau of Economic Analysis  Jan 27, 2012

News

Consumer Confidence Higher Due to Job Gains

Reuters/University of Michigan Surveys of Consumers   Jan 27, 2012

News

FHFA House Price Index Rises 1.0 Percent in November

Federal Housing Finance Agency  Jan 25, 2012

News

NEW RESIDENTIAL SALES IN DECEMBER 2011

U.S. Census Bureau  Jan 26, 2012

News

Pending Home Sales Decline in December, Remain Above a Year Ago

National Association of Realtors  Jan 25, 2012

Analysis

Solar Capacity Rose 54% to 28 Gigawatts in 2011

Bloomberg  Marc Roca Jan 26, 2012

News

White House Releases More Details of Obama Energy Plan

Think Progress  Daniel J. Weiss Jan 26, 2012

Analysis

Canada: Retail sales stronger-than-expected in November

TD Economics  Leslie Preston Jan 24, 2012

Analysis

Canada: Quantity and Quality of Jobs Falling in Tandem

CIBC Research  Benjamin Tal Jan 25, 2012

Analysis

Canadian November Retail Sales: Black Friday Saves the Day

CIBC  Emanuella Enenajor Jan 24, 2012

News

U.S. Investing in Small Modular Nuclear Reactors

Uranium Investing News  Dave Brown Jan 25, 2012

News

Even Without Hormuz Blockade, Iran Has Options

Reuters  Peter Apps Jan 25, 2012

News

Preparation Begins on New Application for Keystone XL Pipeline Permit

Jounal of Commerce  Richard Gilbert Jan 25, 2012

News

Canada’s Currency Drops as Risk Aversion Clips Equities, Crude

Bloomberg BusinessWeek  Jan 25, 2012

Analysis

Review and Preview

Global Economic Forum - Morgan Stanley  Ted Wieseman Jan 24, 2012

Analysis

Fed Thoughts: The End of History?

Global Economic Forum - Morgan Stanley  Vincent Reinhart Jan 24, 2012