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RGE Services

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Economic Research and Market Strategy

Our dynamic and intuitive research platform keeps clients on top of the extraordinary shifts that transform our global economy, revealing unique connections and insights. To determine the implications of these shifts for the major asset classes, our market strategists build on the work of our macroeconomic research team, incorporating market dynamics to generate actionable investment recommendations. It is this collaboration that makes RGE an invaluable resource for 70% of the world’s central banks and many leading hedge funds, asset managers, private equity firms, banks and corporations.

Macro-Strategy Research

Publications
Global Outlook
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The Outlook provides forward-looking analysis on economic growth, inflation and policy dynamics, both globally and country-by-country, and highlights risks to RGE views.
Scenario Analysis
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RGE presents economic and political scenarios for the coming years, assessing the likelihood of each and the potential macroeconomic and asset class implications.
Central Bank Watch
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Through analysis of key central banks, RGE provides a bird’s-eye view of the monetary policy trends that will influence macroeconomic and asset class performance.

Analysis
Thematic Research
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In addition to country-specific analysis, RGE looks for underlying trends in the global economy, thinking beyond the consensus view.
Economic Forecasts
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RGE analysts constantly watch economic signals to make sure their forecasts are on target, while considering the factors that could pose upside and downside risk.
Daily Digest
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RGE analysts select the best and most relevant research and analysis from a variety of sources, saving our clients time.

Asset Class Coverage
Government Bonds/ Interest Rates
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RGE examines government bonds, interest rate swaps and asset swaps, focusing on central bank actions and yield curves.
Currencies
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RGE focuses on flow of funds and risk appetite and the drivers of over/undervaluation.
Credit
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RGE studies corporate and bank credit, spreads as functions of capital structure, funding costs, equity/earnings volatility, liquidity, default and recovery probability.
Commodities
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RGE’s coverage includes G10 exchange rates, flow of funds, valuation models, trade recommendations and index tools.
Equity
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RGE examines macroeconomic effects on earnings, the impact of uncertainty on risk premiums and the implications of flow of funds data on market technicals.
Emerging Markets
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RGE focuses on the rapidly evolving structure of these economies including political risks, sustainability of their growth models and financial systems and the impact of commodities and capital flows on their external balances and currencies.
Financials
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RGE focuses on bank credit and equity, capital structure, fundamental analysis and the interplay of credit, the financial system and the real economy.

Emails, Alerts and Newsletters

Daily Top 5
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This newsletter showcases RGE must-reads, featuring a full range of global economic coverage.
RGE 360
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Each Friday, RGE sends clients a review of our research from the previous week, a look at the week ahead, highlights of our nonconsensus ideas and comments from Nouriel Roubini.
RGE Tracker
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RGE clients can customize this daily email to receive a roundup of new and just-updated content on countries and topics of their choice.
Dashboards
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RGE delivers weekly chartbooks tracking fluctuations in interest rates, equities, credit and energy prices in key global markets.

Direct Access

Sometimes reading research is not enough. Many RGE clients engage at the Direct Access level to gain a deeper understanding of specific issues through interacting with RGE analysts and strategists.
Conference/Video Calls
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Regular conference calls hosted by Nouriel Roubini and the Economic Research and Market Strategy teams keep clients up to date on changes in RGE views, especially in response to breaking news.
One-on-One Analyst Calls/Emails
Clients can request phone calls with specific RGE analysts or get quick responses to specific questions via email.
One-on-One Strategist Calls/Emails
Via phone or email, clients can discuss asset allocation, models and portfolio analysis with market strategists.
On-Site Visits With Analysts
(Additional fees apply)
Clients can schedule meetings with Nouriel Roubini and RGE analysts.
On-Site Visits With Strategists
(Additional fees apply)
Clients can schedule meetings with Arnab Das and RGE strategists.
Client Meetings
(Additional fees apply)
Clients can request RGE participation at board meetings, events or other speaking engagements; they are also invited to RGE-sponsored roundtables, lectures and gatherings.