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Market Strategy

Finance and Banking Monthly: Are Financials the New Utilities?

By Jennifer Kapila and Ibrahim Gassambe Feb 16, 2012

Market Strategy

LTROs: Where to Next?

By Jennifer Kapila Jan 25, 2012

Market Strategy

Finance and Banking Monthly: Year of the Financial Transaction Tax?

By Jennifer Kapila and Parul Walia Jan 10, 2012

Market Strategy

European Banks: Waiting for Sovereigns

By Jennifer Kapila Dec 12, 2011

Market Strategy

Finance and Banking Monthly: EZ Crisis Goes Viral—Exploring Trade Finance Links

By Jennifer Kapila and the RGE Economic Research and Market Strategy Teams Dec 8, 2011

Market Strategy

U.S. Banks and Credit: The EZ Outbreak

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

Market Strategy

Global Financials Quarterly: Deleveraging—Onward and Downward

By Jennifer Kapila Nov 7, 2011

Emerging Markets Quarterly

Emerging Europe and CIS: Greater Exposure, Less Policy Space

By Jelena Vukotic and Rachel Ziemba 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

Financials: A Slow Unraveling

By Jennifer Kapila Oct 7, 2011

Market Strategy

EZ Banks: Scaling Potential Losses

By Jennifer Kapila Sep 22, 2011

Cross Asset Monthly

Financials: Pain Is Inevitable

By Jennifer Kapila Sep 6, 2011

Cross Asset Monthly

Currencies: Continued Vacillation

By Michael Hart Aug 3, 2011

Cross Asset Monthly

Government Bonds/Rates: The Leadership We Deserve

By David Nowakowski Aug 3, 2011

Cross Asset Monthly

Credit: Bleeding the Patient Won't Work

By David Nowakowski Aug 3, 2011

Cross Asset Monthly

Financials: Hanging by a Thread

By Jennifer Kapila Aug 3, 2011

Emerging Markets Quarterly

Equity: Credit Growth Boosts Earnings

By Gina Sanchez Jul 28, 2011

Emerging Markets Quarterly

Rates/Currencies: Inflation Pressures Finally Ease

By Natalia Gurushina Jul 28, 2011

Emerging Markets Quarterly

Emerging Europe & CIS: Still Recovering From Excesses

By David Rogovic and Rachel Ziemba Jul 28, 2011

Emerging Markets Quarterly

LatAm: No Bubble to Burst in Brazil

By Bianca Taylor and Juan Lorenzo Maldonado Jul 28, 2011

Emerging Markets Quarterly

MENA: Government-Led Credit

By Ayah El Said and Rachel Ziemba Jul 28, 2011

Emerging Markets Quarterly

Sub-Saharan Africa: Crowded Out

By Maya Senussi and Rachel Ziemba Jul 28, 2011

Emerging Markets Quarterly

Emerging Markets: Watch the Credit Cycle

By Christian Menegatti, Rachel Ziemba and the RGE Economic Research Team Jul 27, 2011

Market Strategy

EU Banks: The Year of Living Dangerously

By Jennifer Kapila Jul 22, 2011

Market Strategy

EBA Stress Tests: A Knife in a Gun Fight

By Jennifer Kapila Jul 18, 2011

Market Strategy

Q3 2011 Global Scenario Analysis: HeatMap

By the RGE Market Strategy Team Jul 6, 2011

Cross Asset Monthly

Executive Summary: On Palliatives and Placebos

By Arnab Das Jul 5, 2011

Cross Asset Monthly

Government Bonds/Rates: No Lazy Summer

By David Nowakowski Jul 5, 2011

Cross Asset Monthly

Emerging Markets: Searching for Direction

By Natalia Gurushina Jul 5, 2011

Cross Asset Monthly

Financials: Forbearance or Simply Evasion?

By Jennifer Kapila Jul 5, 2011

Market Strategy

Contingent Capital: A Potential Stop-Gap

By Jennifer Kapila and Jorund Aarsnes Jun 30, 2011

Cross Asset Monthly

Executive Summary: Know What You Did Last Summer

By Arnab Das Jun 6, 2011

Cross Asset Monthly

Credit: Boom Times Amid Slowdown

By David Nowakowski Jun 6, 2011

Cross Asset Monthly

Financials: The Persistent Allure of Bailouts

By Jennifer Kapila Jun 6, 2011

Cross Asset Monthly

Financial Institutions: The Tipping Point?

By Jennifer Kapila May 11, 2011

Emerging Markets Quarterly

The Here and Now: Finding the Right Middle Ground

By Arnab Das Apr 21, 2011

Emerging Markets Quarterly

Emerging Market Scorecard

By the RGE Economic Research Team Apr 21, 2011

Emerging Markets Quarterly

Fixed Income/Foreign Exchange: Taming Inflation—Mission Impossible?

By Natalia Gurushina Apr 21, 2011

Emerging Markets Quarterly

Asia: A Reminiscence of 2008

By Arpitha Bykere Apr 21, 2011

Emerging Markets Quarterly

Emerging Europe & CIS: Slippery When Wet

By David Rogovic and Rachel Ziemba Apr 21, 2011

Cross Asset Monthly

Financial Institutions: Staggering on the Road to Moral Hazard

By Jennifer Kapila Apr 4, 2011

Market Strategy

Portuguese Banks: It's the Sovereign, Stupid!

By Jennifer Kapila Mar 28, 2011

Market Strategy

Stress Tests or Political Opera?

By Jennifer Kapila Mar 21, 2011

Market Strategy

European Bank Stress Test Version 2.0

By Jennifer Kapila Mar 9, 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

Credit Dislocations Continue in the Eurozone

By David Nowakowski Feb 10, 2011

Market Strategy

Spanish Bank Funding in Pictures

By Jennifer Kapila Feb 9, 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

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

Spanish Banks: On a Tightrope

By Jennifer Kapila Jan 31, 2011

Cross Asset Monthly

The Big Picture: Collateral Damage

By Arnab Das Dec 6, 2010

Market Strategy

What's in Store for the Euro?

By Michael Hart Nov 24, 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

Irish Rescue Package: Solution or Bandage?

By Arun Motianey and David Nowakowski Nov 17, 2010

Market Strategy

Which Cat Among the Pigeons?

By Arun Motianey Nov 16, 2010

Market Strategy

Irish Banks: Bailout or Bail-In?

By Jennifer Kapila and James Mason Nov 12, 2010

Market Strategy

Emerging Markets Quarterly, October 2010: A Tale of Two Worlds

By the RGE Macroeconomics and Strategy Teams Oct 22, 2010

Emerging Markets Quarterly

Brazil: Delicate Balance Between Funding Quality and Tighter Capital Controls

By Bertrand Delgado Oct 22, 2010

Emerging Markets Quarterly

China: Foreign Inflows Contribute to Frothy Asset Markets

By Rachel Ziemba Oct 22, 2010

Emerging Markets Quarterly

India: Domestic Demand Set for a Bull Run

By Arpitha Bykere Oct 22, 2010

Emerging Markets Quarterly

Poland: An Island of Resilience in Eastern Europe

By Mary Stokes Oct 22, 2010

Emerging Markets Quarterly

Sub-Saharan Africa: Still Struggling to Attract Capital

By Rachel Ziemba and Kavitha Cherian Oct 22, 2010

Emerging Markets Quarterly

Turkey: FDI on the Decline, Hot Money on the Rise

By Mary Stokes Oct 22, 2010

Emerging Markets Quarterly

Asia: V-Shaped Recovery, With Tsunami of Hot Inflows

By Arpitha Bykere Oct 22, 2010

Emerging Markets Quarterly

Commodities: Rising From the Ashes

By Shelley Goldberg Oct 22, 2010

Emerging Markets Quarterly

Credit: If You Issue, They Will Come

By David Nowakowski Oct 22, 2010

Emerging Markets Quarterly

Equity: Liquidity Creates Bigger Imbalances

By Gina Sanchez Oct 22, 2010

Emerging Markets Quarterly

Indonesia: A Star Performer in ASEAN

By Arpitha Bykere Oct 22, 2010

Emerging Markets Quarterly

Latin America: Regional Currencies Attractive, Though With Divergent Growth Patterns

By Bertrand Delgado Oct 22, 2010

Emerging Markets Quarterly

Middle East and North Africa: Dominated by Economies on Cusp Between Frontier and Emerging Markets

By Rachel Ziemba and Ayah El Said Oct 22, 2010

Emerging Markets Quarterly

South Africa: Bond Inflows Impair Competitiveness

By Kavitha Cherian Oct 22, 2010

Emerging Markets Quarterly

Submerging Markets: Seeing Them on the Way Down

By Arun Motianey Oct 22, 2010

Market Strategy

Dissecting Irish Zombie Banks

By Jennifer Kapila Oct 13, 2010

Cross Asset Monthly

Hybrids: Neither Here nor There

By Jennifer Kapila Oct 5, 2010

Market Strategy

Ireland: Hedge Your Bets

By Jennifer Kapila Sep 30, 2010

Cross Asset Monthly

Credit: Who Gets Their Pound of Flesh?

By David Nowakowski 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

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

By Jennifer Kapila Aug 30, 2010

Market Strategy

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

By David Nowakowski and Natalia Gurushina Aug 25, 2010

Market Strategy

Don't Bet the Banks on an EZ Stress Test

By Jennifer Kapila, Elisa Parisi-Capone, Arnab Das and David Nowakowski Aug 12, 2010

Market Strategy

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

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

Market Strategy

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

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

Market Strategy

Chronicle of a Stress Test Foretold

By Jennifer Kapila, Elisa Parisi-Capone and Arnab Das Jul 26, 2010

Market Strategy

Belgium: The New Maginot Line of the EZ Crisis?

By Katharina Jungen, Elisa Parisi-Capone, Jennifer Kapila and Arun Motianey Jun 23, 2010

Market Strategy

Spain’s Financial Sector: Prepared for Pain

By Jennifer Kapila and David Nowakowski Jun 18, 2010

Economic Research

Economic Research

Spain Scenarios: Bring on the Bailout

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

Europe Weekly

Financial Vulnerabilities Outside the Eurozone

By Parul Walia, Rachel Ziemba, Jennifer Hsieh and Mikko Forss Apr 13, 2012

Global Economic Outlook

Romania Outlook: It Will Get Worse Before It Gets Better

By Jelena Vukotic Mar 19, 2012

Economic Research

The Second 3y LTRO—Spain and Italy to Double Down?

By Elisa Parisi-Capone and Jennifer Kapila Feb 28, 2012

Economic Research

Hungary Central Bank’s Liquidity Measures: Going Unconventional

By Jelena Vukotic Feb 23, 2012

North America Weekly

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

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

Economic Research

What’s on Nouriel’s Mind: A Download From Davos’s Dystopia

By Nouriel Roubini Feb 8, 2012

Mena Focus

A Year of Diverging Credit

By Rachel Ziemba, Ayah El Said and Maya Senussi Feb 7, 2012

Economic Research

EZ Banks Retreat from Eastern Europe: Auf Wiedersehen! Muah, Muah

By Jelena Vukotic Feb 6, 2012

Europe Weekly

Greek PSI and the ECB; EZ Yield Curves; EZ PMIs; UK Double Dip; Hungarian Monetary Policy; EZ Calendar

By Elisa Parisi-Capone, Mikko Forss, Parul Walia, Jelena Vukotic, William Oman, Katharina Jungen and Mark Willis Jan 27, 2012

Conference Call

Conference Call Replay: EZ State of Play—Another Summit, More Skepticism

By Megan Greene and the RGE Economic Research and Market Strategy Teams Jan 27, 2012

Economic Research

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

By William Oman Jan 23, 2012

Economic Research

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

By Prajakta Bhide Jan 10, 2012

Europe Weekly

EZ Pitfalls in 2012; Italian GDP; New Spanish Government; Swedish Monetary Policy; Hungarian, Polish Banks; EZ Calendar

By Katharina Jungen, Megan Greene, Mark Willis, Mikko Forss, Jelena Vukotic and Danya Churanek Dec 23, 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

Global Economic Outlook

Vietnam Outlook: At the Edge of a Precipice

By Ayoti Mittra Dec 7, 2011

Economic Research

EZ Rescue: Show Me the Money! Can You?

By Nouriel Roubini Dec 6, 2011

Global Economic Outlook

Romania Outlook: Good News, Bad News

By Jelena Vukotic Dec 6, 2011

Global Economic Outlook

Singapore Outlook: Export Demand in Short Supply

By Ayoti Mittra Dec 6, 2011

China Monthly

Enter the Dragon: Chinese Economic Policy in 2012

By Adam Wolfe Dec 1, 2011

Europe Weekly

EZ Crisis Response; Eastern Europe Banks; ECB Monetary Policy; Hungary and the IMF; Belgian Politics; EZ Calendar

By Elisa Parisi-Capone, Jelena Vukotic, William Oman, and Mark Willis Nov 25, 2011

Asia Weekly

Thailand Monetary Policy and Inflation, Philippines Monetary Policy, India GDP

By Adam Wolfe, Michael Manetta, Ayoti Mittra, Derrick Metriyakool and Kunal Kumar Kundu Nov 24, 2011

Economic Research

Europe Needs a Circuit Breaker Now

By Elisa Parisi-Capone Nov 15, 2011

Europe Weekly

Eurozone Contagion; Italian Politics; UK Asset Purchases; Danish, Polish Monetary Policy; EZ Calendar

By Katharina Jungen, Elisa Parisi-Capone, Megan Greene, Mark Willis, Mikko Forss, Parul Walia and Jelena Vukotic Nov 11, 2011

Economic Research

Eastern European Banks: Funding Crisis Reprised?

By Jelena Vukotic Nov 8, 2011

Mena Focus

Arab Spring Turns to Autumn as Elections Begin

By Maya Senussi, Ayah El Said and Rachel Ziemba Nov 3, 2011

Global Economic Outlook

Portugal Outlook Update: Severe Contraction Ahead

By Elisa Parisi-Capone Nov 2, 2011

China Monthly

I Get a Bailout, You Get a Bailout, We All Get a Bailout!

By Adam Wolfe Nov 1, 2011

Global Economic Outlook

France Outlook Update: Returning to Recession

By Mark Willis Oct 31, 2011

Global Economic Outlook

Spain Outlook Update: Back in Recession

By Katharina Jungen Oct 31, 2011

Europe Weekly

EZ Summit Questions; ECB’s Next Rate Move; German Obstacles; Swedish Rate Cuts; Resilient Polish Consumption; Italian Politics; EZ Calendar

By Katharina Jungen, Elisa Parisi-Capone, Megan Greene, Mikko Forss, Jelena Vukotic and Mark Willis Oct 28, 2011

Economic Research

EU Summit Reaction: The Devil Is in the Details

By Megan Greene and Jennifer Kapila Oct 27, 2011

Conference Call

Conference Call Replay: Eurozone in Crisis: Summit Response–What Really Can We Expect?

By the RGE Economic Research Team Oct 27, 2011

Economic Research

Sub-Saharan Africa's Vulnerabilities to EZ Crisis: Beyond Trade and Aid

By Maya Senussi and Rachel Ziemba Oct 26, 2011

Economic Research

Waiting for the Wednesday Summit: Progress Report on EFSF Leverage Options, Bank Recaps and Greece

By Elisa Parisi-Capone and David Nowakowski Oct 24, 2011

Economic Research

Last Shot on Goal: Will Eurozone Leaders Succeed in Ending the Crisis?

By Megan Greene and Nouriel Roubini Oct 21, 2011

Central Bank Watch

Pulling Out Policy Rabbits, Putting Policy Ducks in a Row

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

China Monthly

A Complex and Tightly Coupled System Headed for Failure

By Adam Wolfe Oct 3, 2011

Europe Weekly

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

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

Global Economic Outlook

Middle East and North Africa Outlook Update: Global Storm Exacerbates Transition

By Rachel Ziemba, Ayah El Said and Maya Senussi Sep 21, 2011

Global Economic Outlook

Eurozone Outlook Update: Crumbling Growth Prospects

By Katharina Jungen Sep 20, 2011

Global Economic Outlook

Italy Outlook Update: Double-Dip Recession Risk

By Mark Willis Sep 19, 2011

Global Economic Outlook

Romania Outlook Update: Nascent Recovery at Risk

By Jelena Vukotic Sep 19, 2011

Global Economic Outlook

Norway Outlook Update: Decoupling, a Bit

By Mikko Forss Sep 19, 2011

Global Economic Outlook

United Kingdom Outlook Update: Getting Dimmer

By Parul Walia Sep 19, 2011

Global Economic Outlook

Germany Outlook Update: Sharp Growth Slowdown

By Katharina Jungen Sep 16, 2011

Global Economic Outlook

Spain Outlook Update: Fragile Economic Recovery

By Katharina Jungen Sep 16, 2011

Global Economic Outlook

Hungary Outlook Update: External Headwinds Intensify

By Jelena Vukotic Sep 16, 2011

Economic Research

Turkey: More Unconventional Monetary Policy

By David Rogovic Sep 16, 2011

Asia Weekly

Japan, Taiwan and Malaysia Outlook Update Highlights

By Michael Manetta, Mikka Pineda and Adam Wolfe Sep 15, 2011

Economic Research

Hungary: Fixing the FX-Debt, Breaking the Banks?

By Jelena Vukotic Sep 14, 2011

Global Economic Outlook

France Outlook Update: Weak Consumption Threatens Recovery

By Mark Willis Sep 14, 2011

Europe Weekly

Weak Domestic Demand Prospects in Europe, With Few Bright Spots

By Katharina Jungen, Mark Willis, Mikko Forss, Parul Walia, Jelena Vukotic, David Rogovic, William Oman, Sehaj Malik and Filipe Albuquerque Sep 2, 2011

Global Economic Outlook

Hungary Outlook Update: Looming Slowdown

By Jelena Vukotic Aug 30, 2011

Mena Focus

Europe’s Woes Threaten MENA's Recovery

By Maya Senussi, Ayah El Said and Rachel Ziemba Aug 24, 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

Global Economic Outlook

Eurozone Outlook Update: Sharp Slowdown Ahead

By Elisa Parisi-Capone Aug 17, 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

Europe Weekly

Inflation Concerns Easing in EZ, Switzerland, UK, Hungary and Czech Republic

By Katharina Jungen, Sehaj Malik, Parul Walia and Jelena Vukotic Aug 12, 2011

Economic Research

Global Financial Crisis 2.0: How to Rescue Capitalism

By Nouriel Roubini Aug 12, 2011

Global Economic Outlook

India Outlook Update: Demand Destruction

By Adam Wolfe Aug 8, 2011

Mena Focus

MENA Looks for New Markets: Trade Ties Shifting Slowly

By Maya Senussi, Rachel Ziemba and John Prosser Aug 5, 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

Global Economic Outlook

Australia Outlook Update: Trimming Our Rate Call

By Mikka Pineda Jul 29, 2011

Europe Weekly

Spanish Politics; EFSF Ratification; German Soft Landing; Czech Monetary Policy; Turkish Depreciation

By Elisa Parisi-Capone, Katharina Jungen, Jelena Vukotic, David Rogovic, Mark Willis and Brian Rayman Jul 29, 2011

Global Economic Outlook

Switzerland Outlook Update: Continued Franc Strength to Dent Economic Growth

By Sehaj Malik, James Mason and Katharina Jungen Jul 29, 2011

Economic Research

Lending in Ukraine: On a Gradual Recovery Path

By Tetiana Sears Jul 27, 2011

Global Economic Outlook

Turkey Outlook Update: On Hold for Longer

By David Rogovic Jul 26, 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

Europe Weekly

UK Monetary Policy; Eurozone Inflation; Swedish Households; Eastern European Banks; Turkish Consumer Confidence; Polish Manufacturing

By Parul Walia, William Oman, Mikko Forss, Jelena Vukotic and David Rogovic Jul 22, 2011

Economic Research

Eastern Europe: Fallout from Italy’s Debt Concerns

By Jelena Vukotic and David Rogovic Jul 19, 2011

Europe Weekly

Italian Banks; EZ Systemic Risk; Polish Growth and Inflation

By Mark Willis, Jennifer Kapila, Elisa Parisi-Capone, Jelena Vukotic and David Rogovic Jul 15, 2011

Economic Research

Investing in Turkey: It’s All in the Exchange Rate

By David Rogovic and Tim Azarchs Jul 13, 2011

Europe Weekly

Greek Debt; Volatile Turkish Inflation; Fragile Irish Growth; Russia's Weak Fixed Investment; Poland's Shale Gas Bonanza; Denmark's Bank Woes

By Mikko Forss, William Oman, Elisa Parisi-Capone, David Rogovic, Oritse J. Uku and Jelena Vukotic Jul 8, 2011

Economic Research

Germany's Banking Sector: Resistant to Change?

By Katharina Jungen and Jennifer Kapila Jul 6, 2011

Economic Research

Spain: On Tenterhooks

By Jennifer Kapila, David Nowakowski and Elisa Parisi-Capone Jul 6, 2011

Europe Weekly

Risks and Growth Prospects Across the EZ, UK, Nordics, Emerging Europe and CIS

By Elisa Parisi-Capone, Parul Walia, Mikko Forss, Rachel Ziemba, David Rogovic, Jelena Vukotic and Tetiana Sears Jul 1, 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

Economic Research

Turkish Fiscal Policy: Good From Afar, but Far From Good

By David Rogovic Jun 24, 2011

Europe Weekly

Turkish Credit Growth; UK Consumption; Russian Payroll Tax; Greek Crisis Impact on Romania; Finnish Growth Policy

By David Rogovic, Deepika Sharma, Parul Walia, Jelena Vukotic, Mikko Forss, Tim Azarchs and David Rogovic Jun 24, 2011

Global Economic Outlook

Spain Outlook Update: Fiscal Housekeeping Shifts to Regional Governments

By Elisa Parisi-Capone Jun 23, 2011

Global Economic Outlook

Greece Outlook Update: Rocky Road Ahead

By Elisa Parisi-Capone Jun 23, 2011

Global Economic Outlook

Vietnam Outlook Update: Don’t Stop Tightening

By Arpitha Bykere Jun 22, 2011

Global Economic Outlook

Eurozone Outlook Update: Make It or Break It?

By Elisa Parisi-Capone Jun 22, 2011

Global Economic Outlook

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

By Prajakta Bhide and Christian Menegatti Jun 21, 2011

Economic Research

Greece: Restructuring Options by the Numbers

By Elisa Parisi-Capone, David Nowakowski and Jennifer Kapila Jun 21, 2011

Global Economic Outlook

South Korea Outlook Update: Exports Save the Day

By Arpitha Bykere Jun 21, 2011

Global Economic Outlook

Norway Outlook Update: Growth Gathering Pace

By Mikko Forss Jun 20, 2011

Global Economic Outlook

Canada Outlook Update: Growth Moderates Toward Potential

By Tetiana Sears Jun 17, 2011

Europe Weekly

Greek Crisis; German Banks Exposed; Irish Bondholders; Czech Banking Risks; Turkish Wage-Price Spiral

By Mark Willis, Katharina Jungen, James Mason, Jelena Vukotic and David Rogovic Jun 17, 2011

Global Economic Outlook

Sweden Outlook Update: Less Stellar Growth Ahead

By Mikko Forss Jun 17, 2011

Global Economic Outlook

Israel Outlook Update: Continued Resilience

By Ayah El Said and Rachel Ziemba Jun 17, 2011

Global Economic Outlook

Egypt Outlook Update: Struggling to Make Ends Meet

By Ayah El Said Jun 17, 2011

Global Economic Outlook

Hungary Outlook Update: Bumpy Road Ahead

By Jelena Vukotic Jun 16, 2011

Global Economic Outlook

Hong Kong Outlook Update: Hot Town, Summer in the City

By Adam Wolfe Jun 16, 2011

Global Economic Outlook

South Africa Outlook Update: Focus on Growth

By Maya Senussi Jun 16, 2011

Global Economic Outlook

United Kingdom Outlook Update: Gloomy Picture

By Parul Walia Jun 16, 2011

Global Economic Outlook

Thailand Outlook Update: Democracy and its Discontents

By Michael Manetta Jun 15, 2011

Global Economic Outlook

Kazakhstan Outlook Update: Strong Expansion

By Tetiana Sears and Rachel Ziemba Jun 15, 2011

Global Economic Outlook

Russia Outlook Update: Uneven and Unspectacular

By David Rogovic and Rachel Ziemba Jun 15, 2011

Global Economic Outlook

Turkey Outlook Update: Coming in for a Landing

By David Rogovic Jun 15, 2011

Global Economic Outlook

Ukraine Outlook Update: Investment-Led Growth

By Tetiana Sears Jun 14, 2011

Global Economic Outlook

Philippines Outlook Update: Missing Targets

By Mikka Pineda Jun 14, 2011

Global Economic Outlook

Japan Outlook Update: Reconstruction Delays

By Mikka Pineda Jun 14, 2011

Economic Research

Why Bank Indonesia Isn’t Afraid of Inflation, and Shouldn’t Be

By Michael Manetta Jun 14, 2011

Global Economic Outlook

Nigeria Outlook Update: Hard Work Ahead

By Corinna Bordewieck and Rachel Ziemba Jun 13, 2011

Global Economic Outlook

Czech Republic Outlook Update: It's All About Exports

By Jelena Vukotic Jun 13, 2011

Global Economic Outlook

Chile Outlook Update: Domestic Demand Remains Robust

By Juan Lorenzo Maldonado Jun 13, 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

Global Economic Outlook

New Zealand Outlook Update: Recovery in the Works

By Derrick Metriyakool and Mikka Pineda Jun 13, 2011

Economic Research

EZ-Greece Debt Policy Options, Simplified

By Arnab Das Jun 10, 2011

North America Weekly

Here We Go Again…Specter of Summer 2010

By Prajakta Bhide and Christian Menegatti Jun 6, 2011

Economic Research

EZ Policy Makers Will Avoid Tough Decisions and Continue to Muddle Through for Now

By Nouriel Roubini, Elisa Parisi-Capone, James Mason, Katharina Jungen, Mark Willis and Mikko Forss Jun 3, 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

Europe Weekly

ECB Collateral Holdings; German Dynamics; UK Corporates; Turkish Monetary Policy; Polish Consumption; Hungarian Mortgage Relief

By Elisa Parisi-Capone, Katharina Jungen, Parul Walia, David Rogovic and Jelena Vukotic May 27, 2011

Economic Research

Eastern Europe Banking: Wary of Eurozone Debt Jitters

By Jelena Vukotic May 26, 2011

Economic Research

Belarus: Living on Borrowed Time

By Tetiana Sears and Rachel Ziemba May 25, 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

Russian Bank Lending: Credit Where Credit Is Due

By David Rogovic and Rachel Ziemba May 20, 2011

Economic Research

UK Financial Regulation: Pricing and Competitive Implications for Banks

By Jennifer Kapila and Parul Walia May 19, 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

Europe Weekly

Eurozone Core Comes Up Trumps in Q1; UK, EZ Periphery Moving at Half Speed

By Elisa Parisi-Capone, Katharina Jungen and James Mason May 13, 2011

Economic Research

CE-3 Fiscal Consolidation Efforts: No Shortcuts

By Jelena Vukotic and David Rogovic May 12, 2011

Economic Research

Overheating Asia Yearns for Policy Coolants

By Arpitha Bykere, Michael Manetta and Adam Wolfe May 9, 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

Europe Weekly

Shrinking Eurozone Liquidity; Russia's Banking Worries; Icesave Implications

By Elisa Parisi-Capone, David Rogovic, Mikko Forss, Rachel Ziemba, Sehaj Malik and James Mason May 6, 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

Economic Research

Analyzing Turkey's Vulnerability: A Page From the Past?

By David Rogovic and Christian Menegatti May 3, 2011

Global Economic Outlook

Eurozone Outlook Update: Mind the Inflation 'Hump' in 2011

By Elisa Parisi-Capone May 2, 2011

LatAm Weekly

Brazil’s Central Bank Moves Cautiously Forward While Banxico Remains Neutral

By Juan Lorenzo Maldonado and Alex Giron May 2, 2011

Europe Weekly

German Consumer Climate; French Public Finances; Greek Fiscal Slippage

By Katharina Jungen, Mark Willis, Elisa Parisi-Capone, Parul Walia and Jelena Vukotic Apr 29, 2011

Asia Weekly

Indonesia and Philippines Inflation; Australia and India Monetary Policy Meetings

By Mikka Pineda, Michael Manetta and Arpitha Bykere Apr 28, 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

LatAm Weekly

Brazil Softens Tightening Path; Colombia Looks Set to Hike

By Juan Lorenzo Maldonado Apr 25, 2011

Mena Focus

Desperately Seeking New Political Stabilities

By Maya Senussi, Ayah El Said and Rachel Ziemba Apr 21, 2011

Global Economic Outlook

Hungary Outlook Update: Inflation Conundrum

By Jelena Vukotic Apr 20, 2011

Economic Research

Washout in Washington: Key IMF Meeting Takeaways

By Nouriel Roubini and Arnab Das Apr 19, 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

China Big Picture: Summary of RGE Views

By Adam Wolfe Apr 12, 2011

LatAm Weekly

Brazil's Inflation Threatens to the Upside; Mexico’s Remains Gentle

By Juan Lorenzo Maldonado Apr 11, 2011

Europe Weekly

Polish Fiscal Plan; Swedish Government Debt; Spanish Politics

By David Rogovic, James Mason, Mikko Forss, Mark Willis and Jelena Vukotic Apr 8, 2011

Economic Research

Ireland: Some Form of Default Likely By 2013, But No Panacea

By James Mason Apr 8, 2011

Economic Research

Hungary’s Troubled Banks: FX Lending Challenge

By Jelena Vukotic Apr 8, 2011

Economic Research

India’s Growth-Inflation Dilemma

By Arpitha Bykere Apr 7, 2011

Economic Research

Chinese Growth Easing While Inflation Spikes

By Adam Wolfe Apr 7, 2011

Economic Research

Bank Indonesia to Hold Steady in April

By Michael Manetta Apr 7, 2011

Economic Research

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

By Prajakta Bhide and Christian Menegatti Apr 4, 2011

Economic Research

Taiwanese Inflation Inches Upward

By Adam Wolfe Mar 31, 2011

Economic Research

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

By Prajakta Bhide and Christian Menegatti Mar 28, 2011

Economic Research

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

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

Economic Research

Taiwan Still on the Train to Normal

By Adam Wolfe Mar 24, 2011

Economic Research

South Korea’s Inflation Headache Unlikely to Ease Soon

By Arpitha Bykere Mar 24, 2011

Economic Research

China’s Banking Sector: The Big Payback

By Adam Wolfe and Jorund Aarsnes Mar 23, 2011

Economic Research

Public Debt (Un)Sustainability Across the Eurozone Periphery

By James Mason Mar 21, 2011

Economic Research

U.S. Core Inflation to Remain Contained

By Prajakta Bhide Mar 21, 2011

Global Economic Outlook

Romania: Improving, But a Long Way to Go

By Jelena Vukotic Mar 18, 2011

Global Economic Outlook

Colombia Outlook: Snail-Pace Recovery

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 18, 2011

Global Economic Outlook

Canada Outlook: Growth Stays Above Potential

By Tetiana Sears and Rachel Ziemba Mar 18, 2011

Global Economic Outlook

Asia/Pacific Outlook: Dreaming of Decoupling

By Arpitha Bykere Mar 18, 2011

Global Economic Outlook

Argentina Outlook: Back to Reality

By Bertrand Delgado Mar 18, 2011

Global Economic Outlook

Chile Outlook: Investment to Lead Growth this Year

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 18, 2011

Global Economic Outlook

South Africa Outlook: Slowly but Surely

By Kavitha Cherian and Rachel Ziemba Mar 17, 2011

Economic Research

The 'Pact for the Euro': A Step Forward, but Questions Remain

By Elisa Parisi-Capone Mar 17, 2011

Global Economic Outlook

Hong Kong Outlook: Handouts Boost Growth, Inflation

By Adam Wolfe Mar 16, 2011

Global Economic Outlook

China Outlook: If You Build It…

By Adam Wolfe Mar 16, 2011

Global Economic Outlook

Venezuela Outlook: A Dull Recovery

By Juan Lorenzo Maldonado Mar 16, 2011

Global Economic Outlook

Commonwealth of Independent States Outlook: All About Oil

By Rachel Ziemba Mar 16, 2011

Global Economic Outlook

Taiwan Outlook: No Country Is an Island

By Adam Wolfe Mar 16, 2011

Economic Research

Bank of England to Hold the Line Against Temporary Surge in Inflation

By Parul Walia and James Mason Mar 15, 2011

Economic Research

U.S. Q1 GDP Tracking a Softer Read

By Prajakta Bhide Mar 14, 2011

Global Economic Outlook

Mexico Outlook: Still Dependent on External Demand

By Bertrand Delgado Mar 11, 2011

Economic Research

UK: Grim Outlook for Consumption Spending

By Parul Walia Mar 11, 2011

Economic Research

Scandinavia: Core Inflation Under Control

By Mikko Forss Mar 11, 2011

Economic Research

Italy: Fiscal Progress But More to Do

By James Mason Mar 11, 2011

Economic Research

Brazil: Market Expectations Readjusted Down on Dovish Minutes

By RGE's LatAm Analyst Team Mar 11, 2011

Economic Research

Mexico: Inflation Still Falling in February

By RGE's LatAm Analyst Team Mar 11, 2011

Global Economic Outlook

Hungary Outlook: Betting on the German Export Machine

By Jelena Vukotic Mar 10, 2011

Asia Weekly

China, Japan and India Monetary Policy; Singapore Industrial Production

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Mar 10, 2011

Mena Focus

The Fiscal Side of Upheaval

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

Economic Research

Brazil: Market Expectations Readjust Down on Dovish Monetary Policy Minutes

By Bertrand Delgado and Renzo Merino Mar 10, 2011

Economic Research

The People’s Bank of China Is Back in the Open Market

By Adam Wolfe Mar 10, 2011

Economic Research

BoJ Holds On but Kan Cannot

By Mikka Pineda Mar 10, 2011

Economic Research

Are Loose Policies or Supply Shocks to Blame for India’s Inflation?

By Arpitha Bykere Mar 10, 2011

Economic Research

LatAm: The Female Factor for Growth in LatAm

By Nathalie Picarelli Mar 9, 2011

Economic Research

Mexico: Banxico Expected to Stay on Hold in 2011

By Bertrand Delgado and Renzo Merino Mar 9, 2011

Economic Research

Chile: Central Bank to Keep Hiking Rates in March

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 9, 2011

Economic Research

Brazil: Inflation Expectations Might Have Decreased

By Bertrand Delgado and Renzo Merino Mar 7, 2011

Economic Research

Mexico: Banxico Slightly More Hawkish

By Bertrand Delgado and Renzo Merino Mar 7, 2011

Economic Research

Chile: Strong Growth in January

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 7, 2011

Economic Research

Colombia: Inflation Likely to Have Moved Higher in February

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 7, 2011

Economic Research

Peru: Central Bank to Tighten Monetary Policy Rate

By Bertrand Delgado Mar 7, 2011

Economic Research

ECB Postpones Exit Strategy From Nonstandard Measures

By Elisa Parisi-Capone Mar 4, 2011

Economic Research

Nordics: Why Is Sweden Outperforming Finland?

By Mikko Forss Mar 4, 2011

Economic Research

Brazil: Waiting for the Central Bank Minutes

By Bertrand Delgado, Nathalie Picarelli and Renzo Merino Mar 4, 2011

Economic Research

Argentina: Biggest Inflation in Two Decades

By Bertrand Delgado and Alex Giron Mar 4, 2011

Economic Research

Uruguay: Higher-Than-Consensus Inflation

By Juan Lorenzo Maldonado Mar 4, 2011

Economic Research

Brazil Continues Tightening

By Bertrand Delgado Mar 3, 2011

Economic Research

Taiwanese Inflation Stays Muted

By Adam Wolfe Mar 3, 2011

Economic Research

Bank Negara Malaysia to Resume Rate Hikes

By Michael Manetta Mar 3, 2011

Economic Research

Mexico: Central Bank to Stay on Hold at 4.5%

By Bertrand Delgado Mar 2, 2011

Economic Research

Colombia: Central Bank Surprises Markets by Hiking Rates

By Bertrand Delgado and Renzo Merino Mar 2, 2011

Economic Research

Brazil: Inflation Expectations Stabilize, But Still High

By Bertrand Delgado and Nathalie Picarelli Mar 2, 2011

Economic Research

Mexico: Consensus Expects Hike in H2

By Bertrand Delgado and Renzo Merino Mar 2, 2011

Economic Research

Brazil: Central Bank to Keep Tightening

By Bertrand Delgado and Renzo Merino Feb 28, 2011

Economic Research

Mexico: Central Bank to Stay on Hold at 4.5%

By Bertrand Delgado Feb 28, 2011

Economic Research

Argentina: Strong Tax Revenues in February

By Bertrand Delgado Feb 28, 2011

Economic Research

Chile: Solid Growth in Industrial Production

By Bertrand Delgado Feb 28, 2011

Economic Research

Colombia: Central Bank Surprises Markets by Hiking Rates

By Bertrand Delgado and Renzo Merino Feb 28, 2011

Economic Research

Venezuela: Inflation Expected to Fall in February

By Bertrand Delgado Feb 28, 2011

LatAm Weekly

Softer Credit Growth and Labor Dynamics in Brazil

By Bertrand Delgado, Juan Lorenzo Maldonado, Nathalie Picarelli, Alex Giron and Renzo Merino Feb 25, 2011

Economic Research

ECB Rate Path: To Hike or Not to Hike?

By Elisa Parisi-Capone Feb 25, 2011

Economic Research

Turkey’s External (Im)balances: Could History Repeat Itself?

By David Rogovic Feb 25, 2011

Economic Research

Mexico: Inflation In Line With Expectations For Now

By Bertrand Delgado and Renzo Merino Feb 25, 2011

Economic Research

Chile: Inflation Expectations Remain Above Target

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 25, 2011

Economic Research

Libya: A Bloody Crackdown

By Maya Senussi and Rachel Ziemba Feb 23, 2011

Economic Research

Saudi Arabia: Geriatric Rulers Bestow Gifts

By Rachel Ziemba Feb 23, 2011

Economic Research

Brazil: Monthly Inflation Likely Reaches Peak in February

By Bertrand Delgado Feb 23, 2011

Economic Research

Mexico: Strong Economic Performance in 2010

By Bertrand Delgado and Nathalie Picarelli Feb 23, 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

Economic Research

Brazil: Monthly Inflation Peaks in February

By Bertrand Delgado and Renzo Merino Feb 21, 2011

Economic Research

Colombia: Industrial Production and Retail Sales Continue to Diverge

By Bertrand Delgado Feb 21, 2011

Economic Research

Ireland: Single-Party Government?

By Mark Willis Feb 18, 2011

Economic Research

United Kingdom: Much Ado About an Inflation Report

By James Mason Feb 18, 2011

Economic Research

Brazil: Softening Economic Activity

By Bertrand Delgado and Renzo Merino Feb 18, 2011

Economic Research

Chile: Central Bank Reinitiates Tightening Cycle

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 18, 2011

Economic Research

Singaporean Government's Inflation Forecast Too Rich for Our Blood

By Michael Manetta Feb 17, 2011

Economic Research

Brazil: High Inflation Weakens Retail Sales

By Bertrand Delgado and Nathalie Picarelli Feb 16, 2011

Economic Research

Colombia: Monetary Policy Minutes Turn Slightly Hawkish

By Bertrand Delgado and Renzo Merino Feb 16, 2011

Economic Research

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

By Prajakta Bhide Feb 14, 2011

Economic Research

Chile: Central Bank to Reinitiate Tightening Cycle

By Bertrand Delgado Feb 14, 2011

Economic Research

Colombia: Inflation Expectations Deteriorated

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 14, 2011

Europe Weekly

UK House Price Dynamics; EZ Q4 GDP; Fiscal Tipping Point in Hungary

By Parul Walia, Elisa Parisi-Capone, Jelena Vukotic, Mark Willis, David Rogovic and Rachel Ziemba Feb 11, 2011

Economic Research

Russia: Will Credit Growth Support Economic Growth in 2011?

By David Rogovic and Rachel Ziemba Feb 11, 2011

Economic Research

Brazil: Tighter Macroprudential Regulation Is Bearing Fruit

By Bertrand Delgado, Alex Giron and Renzo Merino Feb 11, 2011

Economic Research

Mexico: Inflation Takes a Dive in January

By Bertrand Delgado and Renzo Merino Feb 11, 2011

Economic Research

Peru: Central Bank Tightens Monetary Policy

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 11, 2011

Economic Research

India: No Respite From Inflation

By Arpitha Bykere Feb 10, 2011

Economic Research

Chile: Inflation Expectations Shoot Up

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 10, 2011

Economic Research

Colombia: Demand-Pull Inflation Pressures Are Still Absent

By Bertrand Delgado Feb 9, 2011

Economic Research

Peru: Toledo Widens Poll Lead

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Feb 9, 2011

Economic Research

Venezuela: Devaluation, Heavy Rains and International Shocks Hit Inflation

By Juan Lorenzo Maldonado Feb 9, 2011

Economic Research

Colombia: Supply-Side Factors Affecting Inflation

By Bertrand Delgado Feb 7, 2011

Economic Research

Peru: Central Bank to Tighten Further

By Bertrand Delgado Feb 7, 2011

Economic Research

ECB Policy Stance: Watch Expectations

By Elisa Parisi-Capone Feb 4, 2011

Economic Research

Czech Republic: Manufacturing PMI Points to Stronger Growth in 2011

By Jelena Vukotic Feb 4, 2011

Economic Research

Mexico: Central Bank Expected to Remain on Hold in 2011

By Bertrand Delgado Feb 4, 2011

Economic Research

Taiwanese Inflation Picks Up

By Adam Wolfe Feb 3, 2011

Economic Research

South Korea's Herculean Task of Getting on the Curve

By Arpitha Bykere Feb 3, 2011

Economic Research

Philippines Remains Wary of Monetary Tightening

By Mikka Pineda Feb 3, 2011

Economic Research

Venezuela’s Chavez Fails to Nationalize Banco Provincial

By Juan Lorenzo Maldonado Jan 31, 2011

Economic Research

Can Capital Controls Resolve Asia's Policy Trilemma?

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Jan 24, 2011

Europe Weekly

Greek Debt Restructuring; Turkish Monetary Policy; German Elections; Swedish Banks

By Elisa Parisi-Capone, David Rogovic, Mark Willis and Mikko Forss Jan 21, 2011

Economic Research

Swedish Banks: Fewer Risks in the Baltic Region

By Mikko Forss Jan 21, 2011

Economic Research

Colombia’s Inflation Expectations Move Higher

By Bertrand Delgado and Juan Lorenzo Maldonado Jan 14, 2011

Economic Research

Hungary: Exports Offset Anemic Domestic Demand

By Jelena Vukotic Jan 14, 2011

Economic Research

Chinese GDP: Up Then Down

By Adam Wolfe Jan 13, 2011

Economic Research

Portugal in Dire Straits: Time to Stop the Wildfire

By Elisa Parisi-Capone Jan 11, 2011

Europe Weekly

Irish Bank Debt; EZ and CE Growth; Nordic Exports

By James Mason, David Rogovic, Mikko Forss and Elisa Parisi-Capone Jan 7, 2011

Economic Research

Ireland Senior Bank Debt: A Line in the Sand

By James Mason Jan 7, 2011

Mena Focus

Fiscal Divergence Coming to MENA

By Rachel Ziemba, Maya Rusinowicz and Ayah El Said Jan 6, 2011

North America Weekly

Which Cat Among the Pigeons?

By Arun Motianey Nov 29, 2010

Europe Weekly

Ireland’s Political Game; Germany’s Economic Slowdown; UK’s Banking Vulnerabilities

By James Mason, Katharina Jungen, Mary Stokes, Parul Walia, David Rogovic, Rachel Ziemba and Mark Willis Nov 26, 2010

Economic Research

The UK: Banking Sector Vulnerabilities

By Parul Walia Nov 26, 2010

Economic Research

Comparing Spain With Ireland and Other PIIGS: Better in Some Ways, More at Risk in Others

By Elisa Parisi-Capone, Christian Menegatti and Nouriel Roubini Nov 25, 2010

Asia Weekly

Asia/Pacific Central Banks Chart the 2011 Course

By Mikka Pineda, Adam Wolfe, Arpitha Bykere and Michael Manetta Nov 25, 2010

Economic Research

Debt Dominoes: Is Portugal Next?

By Katharina Jungen Nov 23, 2010

Economic Research

If Erin Goes Broke: A Quick Q&A on the Irish Debt Crisis

By James Mason Nov 19, 2010

Economic Research

Ireland: Bank Bailout Costs Could Top €50 Billion, But Only Under a Severe Scenario

By James Mason and Jennifer Kapila Nov 15, 2010

Economic Research

Poland: WSE IPO Highlights Country’s Successful Privatization Drive

By Frances Donald Nov 15, 2010

Economic Research

Turkey: Is the Recent Surge in Bank Lending Cause for Concern?

By David Rogovic Oct 22, 2010

Europe Weekly

Hungary’s New Tax Measures; UK House Prices; Crisis Looming in Portugal

By Mary Stokes, Parul Walia, James Mason, David Rogovic, Rachel Ziemba, Katharina Jungen and Jelena Vukotic Oct 15, 2010

Economic Research

Could Ukraine Introduce Capital Controls?

By David Rogovic and Rachel Ziemba Oct 15, 2010

Economic Research

Ireland: Drawing the Line

By Elisa Parisi-Capone Oct 1, 2010

LatAm Weekly

Week Ahead (Week of September 20, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Sep 20, 2010

Europe Weekly

EZ Current Accounts; Sweden's Hung Parliament Risk; Basel III Impact on German Banks

By Elisa Parisi-Capone, Mikko Forss, Mary Stokes, Katharina Jungen, Parul Walia and David Rogovic Sep 17, 2010

Europe Weekly

Shrinking Russian Trade Surplus; the UK PMI Message; Czech Banks Still Solid

By David Rogovic, Parul Walia, Frances Donald, Elisa Parisi-Capone and Rachel Ziemba Sep 10, 2010

Economic Research

Approaching a Dangerous Stall Speed

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

Europe Weekly

Periphery Bank Borrowings; German H2 Preview; Romania's IMF Loan Risk

By Elisa Parisi-Capone, Katharina Jungen, Mikko Forss, Jelena Vukotic and Parul Walia Aug 27, 2010

LatAm Weekly

Brazil's Inflation Reaches Bottom; Mexico on a Rocky Growth Path

By Bertrand Delgado, Juan Lorenzo Maldonado and Ana Pulido Aug 25, 2010

Economic Research

Europe Weekly Spotlight: Greek Loan Review; Depressed French Consumers; UK Financial Reform

By Elisa Parisi-Capone, Katharina Jungen, Parul Walia, Rachel Ziemba, David Rogovic, Mary Stokes and Frances Donald Aug 6, 2010

LatAm Weekly

Tightening Cycle to Continue in Chile and Peru

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 4, 2010

Economic Research

MENA Focus: Grasping for a New Normal for MENA Credit

By Rachel Ziemba, Ayah El Said and Maya Senussi Aug 4, 2010

Economic Research

Europe Weekly Spotlight: EZ Corporate Credit Conditions; Inflation Risks in Russia

By Elisa Parisi-Capone, Katharina Jungen, Rachel Ziemba, David Rogovic, Mikko Forss and Jelena Vukotic Jul 30, 2010

LatAm Weekly

Brazil Takes Its Next Monetary Step

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Jul 20, 2010

Economic Research

Rising Risks in Hungary: The Latest Flashpoint

By Mary Stokes Jul 20, 2010

Economic Research

Adjustment Dynamics in Spain: Will Belt-Tightening Cinch Off Growth?

By Elisa Parisi-Capone Jun 10, 2010

Economic Research

Global Market Strategy Q2 2010: Banking Sector

By Jennifer Kapila Apr 28, 2010

Economic Research

Greece/EZ Crisis: Slow Motion Train Wreck of Greek Bank Contagion Accelerates

By Arnab Das, Jennifer Kapila and Elisa Parisi-Capone Apr 9, 2010

Economic Research

Will Europe's PIGS Learn to Fly?

By Nouriel Roubini and Arnab Das Feb 11, 2010

Economic Research

Global Banking: After a Banner Year, a 2010 Reckoning?

By Jennifer Kapila Jan 21, 2010

Economic Research

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

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

Economic Research

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

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

Economic Research

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

By Jennifer Kapila and Arnab Das Dec 8, 2009

Economic Research

How Much Are Eurozone Banking Systems Borrowing from the ECB?

By Elisa Parisi-Capone Dec 3, 2009

Economic Research

Comparing Three Crises

By Mikka Pineda Sep 9, 2009

Economic Research

Turkey's Banking Sector: Picture of Health

By Mary Stokes and David Rogovic Aug 5, 2009

Economic Research

UK Banking Sector Reforms: Merits and Uncertainties

By Salman Ahmed Aug 4, 2009

Economic Research

East Asian Bank Sector Reform Since 1997

By Mikka Pineda Jul 22, 2009

Economic Research

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

By Mary Stokes and David Rogovic Jun 24, 2009

Economic Research

The Systemic Effects of Countrywide Going Bust…

By Nouriel Roubini May 21, 2009

Economic Research

Will a "Bad Bank" Provide a Solution to Kuwait's Financial Woes?

By Ayah el Said and Rachel Ziemba May 17, 2009

Economic Research

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

By Mikka Pineda May 14, 2009

Economic Research

Stress-Testing Islamic Finance

By Ayah el Said and Rachel Ziemba May 10, 2009

Economic Research

How Low Can the Stock Markets Go? Much Lower

By Nouriel Roubini Mar 9, 2009

Economic Research

Eastern Europe: The Makings of a Cross-Border Banking Nightmare?

By Mary Stokes Feb 23, 2009

Economic Research

Post Mortem - Lehman CDS Settlement: US$360 Billion or US$6 Billion?

By Elisa Parisi-Capone Oct 23, 2008

Economic Research

Lehman CDS Payout on October 21: $360 Billion or $6 Billion?

By Elisa Parisi-Capone Oct 15, 2008

Economic Research

The Demise of the Shadow Banking System

By Elisa Parisi-Capone Sep 24, 2008

Economic Research

Editor's Pick: Rising Tigers of the Chinese Banking Sector

By Rachel Ziemba Mar 31, 2008

Economic Research

Dr. Roubini's 2006 Speech to the IMF

By Nouriel Roubini Sep 7, 2006

EconoMonitors

Finance & Markets Channel

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

Yves Smith May 23, 2012

Asia Channel

Chinese Buyers Defer and Default

Anantha Nageswaran May 23, 2012

Europe Channel

Calm Before the Storm?

Tim Duy May 23, 2012

Peterson Institute for International Economics

Implementing Basel III in the European Union: A Deeply Flawed Compromise

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Endgame in Greece: Don’t Look for an Imminent 'Grexit'

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Nouriel Roubini's Global EconoMonitor

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

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Geostrategy Channel

Today Germany Is the Big Loser, Not Greece

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Finance & Markets Channel

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

Simon Johnson May 21, 2012

Asia Channel

China - No Guarantee

Patrick Chovanec May 20, 2012

Geostrategy Channel

Greece Can Go - But Avoid a Bigger Euro Break-Up

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Don't Shoot the Messenger

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Finance & Markets Channel

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

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Europe Channel

Europe’s Depressing Prospects: Two Reasons Why Spain Will Leave the Euro

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Europe Channel

Closer to Colliding

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Finance & Markets Channel

Break Them Up

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Finance & Markets Channel

A Brief History Lesson: How We Ended Glass Steagall

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Finance & Markets Channel

Why Markets Won’t Fix JPMorgan

James Kwak May 17, 2012

United States Channel

The Dog That Didn’t Bark: Obama on JPMorgan

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Finance & Markets Channel

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

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Finance & Markets Channel

JPMorgan: What's the Fuss?

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Finance & Markets Channel

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

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Finance & Markets Channel

Regression to the Mean, JPMorgan Edition

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Finance & Markets Channel

'Everything Is a Hedge'

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United States Channel

JP Morgan and Systemic Risk

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Dan Alpert's Two Cents

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

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It's Time to Stop Using Chewing Gum and Chicken Wire in Spain

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Finance & Markets Channel

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

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Finance & Markets Channel

JP Morgan Debacle Reveals Fatal Flaw In Federal Reserve Thinking

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Nouriel Roubini's Global EconoMonitor

Get Ready for the Spanish Bailout

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Finance & Markets Channel

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

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Finance & Markets Channel

Economists, Liquidity Mongers and the Banker Assault on Financial Reform

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Finance & Markets Channel

World’s 10 Strongest Banks (by Nation)

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RGE Analysts

Bloomberg Video with RGE's Megan Greene: Spain is Insolvent, Bailout to Come

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Finance & Markets Channel

Is Wells Fargo a Lehman in the Making?

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Europe Channel

The European Debt Crisis Redux

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Finance & Markets Channel

Frontline’s Astonishing Whitewash of the Crisis

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The ECB Is on Mars

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Finance & Markets Channel

The Hidden Bank Time Bomb: Interest Rate Risk

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Great Leap Forward

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The Significance of Citigroup’s Shareholder Revolt

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Saving Private Savings: The Turkish Savings Trilogy

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Is Commercial Loan Growth a Positive Sign for the Economy?

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

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Asia Channel

Don’t Blame the (Chinese) Banks

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Europe Channel

EMU Reform - Still Far From the Right Solutions

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United States Channel

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

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Global Macro Channel

Progress on the Monetary Policy and Banking Debate

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Finance & Markets Channel

Krugman’s Flashing Neon Sign

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Finance & Markets Channel

Volcker Rule Would Cause Irreparable Damage to the Muppets – and Much More Broadly

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Finance & Markets Channel

Break Up the Big Banks, Says the Dallas Fed

Robert Reich Mar 29, 2012

Global Macro Channel

Krugman on (or Maybe off) Keen

Steve Keen Mar 29, 2012

Global Macro Channel

The Central Flaw in Krugman’s Argument Against Keen

Steve Roth Mar 28, 2012

Finance & Markets Channel

'The Only Winning Move Is Not to Play'—the Insanity of the Regulatory Race to the Bottom

William K. Black Mar 26, 2012

Finance & Markets Channel

What This Industry Needs Is a Good Disruption

Barry Ritholtz Mar 26, 2012

Finance & Markets Channel

Dallas Fed’s Fisher Criticizes Dodd Frank as Not Going Far Enough on TBTF

Yves Smith Mar 22, 2012

Peterson Institute for International Economics

Can Microcredit Lenders Fill the Gap?

Nicholas Borst Mar 20, 2012

Finance & Markets Channel

If You Took the Greed Out of Wall Street, All You’d Have Left Is Pavement: Why Greg Smith’s Critique Is Way Too Narrow

Robert Reich Mar 18, 2012

Great Leap Forward

THE $7 TRILLION DOLLAR QUESTION THAT HAUNTS BANKS: When Will the Obama Administration Recognize that MERS Destroyed the Chain of Title Making All Foreclosures Suspect?

L. Randall Wray Mar 16, 2012

Peterson Institute for International Economics

A New Era for Global Financial Standards

Nicolas Veron Mar 15, 2012

Europe Channel

The Irish Begin to Wake Up to the Fact That They Are Repaying Money That Is Then Burned

Philip Pilkington Mar 15, 2012

Dan Alpert's Two Cents

Deconstructing the Federal Reserve’s 2012 Comprehensive Capital Analysis and Review: What Does the CCAR Really Tell Us About the Big 4 Commercial Banks?

Daniel Alpert Mar 15, 2012

Great Leap Forward

SECRET DEALS, FORECLOSURE SETTLEMENTS, STRESS TESTS, AND VAMPIRE SQUID WHISTLE-BLOWERS: YOU JUST CAN’T MAKE THIS STUFF UP

L. Randall Wray Mar 14, 2012

Finance & Markets Channel

The Sad State of Goldman, Merrill, et. al.

Barry Ritholtz Mar 14, 2012

Finance & Markets Channel

Your Bank: Fiduciary or Predator?

London Banker Mar 14, 2012

Finance & Markets Channel

Why the Fed Overruled FDIC on Dividends Post-Crisis

Barry Ritholtz Mar 5, 2012

Europe Channel

Why Are Irish Taxpayers Bailing Out Unsecured Bank Creditors?

Edward Harrison Mar 4, 2012

Great Leap Forward

When is Foreclosure Theft? When the Mortgage is Recorded at MERS

L. Randall Wray Mar 1, 2012

Finance & Markets Channel

Laws Don’t Prevent Crime, They Punish It

Barry Ritholtz Mar 1, 2012

Finance & Markets Channel

Cathy O’Neil: Economists Don’t Understand the Financial System (Quelle Surprise!)

Yves Smith Mar 1, 2012

Finance & Markets Channel

FASB Sold Out; Expected Results Followed

Barry Ritholtz Feb 27, 2012

Finance & Markets Channel

What Is Money?

David Beckworth Feb 26, 2012

Great Leap Forward

Will the Central Bank Bail-Outs Ever End?

L. Randall Wray Feb 23, 2012

United States Channel

John O’Brien: Mortgage Settlement Fails to Address Banking Criminal Enterprise

Yves Smith Feb 23, 2012

Great Leap Forward

Yes, Virginia, Foreclosure Is Theft

L. Randall Wray Feb 22, 2012

Great Leap Forward

LET’S MAKE A DEAL: The Bail-Out of Wall Street in Unusual and Exigent Circumstances

L. Randall Wray Feb 16, 2012

Europe Channel

'Lehman 2.0' Imminent Warns John Taylor

Tyler Durden Feb 16, 2012

Finance & Markets Channel

MF Global Reveals You Are a Bank Counter-Party

Barry Ritholtz Feb 15, 2012

Dan Alpert's Two Cents

On the Volcker Rule - Last Word (for now)

Daniel Alpert Feb 13, 2012

Finance & Markets Channel

Reports of Wall Street’s Death

James Kwak Feb 13, 2012

Great Leap Forward

State AGs Cave to Banksters

L. Randall Wray Feb 9, 2012

Finance & Markets Channel

Schneiderman MERS Suit and HUD’s Donovan Remarks Confirm That Mortgage “Settlement” Is a Stealth Bank Bailout

Yves Smith Feb 6, 2012

Great Leap Forward

$30 TRILLION TO PROMOTE CRONY CAPITALISM: The Fed's Bail-Out of Wall Street

L. Randall Wray Feb 2, 2012

Finance & Markets Channel

Next-Generation System-Wide Liquidity Stress Testing

Christian Schmieder, Heiko Hesse, Benjamin Neudorfer, Claus Puhr & Stefan W. Schmitz Feb 2, 2012

Finance & Markets Channel

What Is Private Equity?

James Kwak Feb 1, 2012

United States Channel

Why Is the Normally Astute Taibbi Sounding Like a Hopey Dopey Liberal on the Mortgage Settlement?

Yves Smith Feb 1, 2012

Finance & Markets Channel

Weak Position Limits Can’t Tackle Speculation in Commodities

Kavaljit Singh Oct 19, 2011

Great Leap Forward

There Will Be Blood: The Vampire Squid of Wall Street Is Hemorrhaging

L. Randall Wray Oct 19, 2011

Asia Channel

China’s Slowdown

Patrick Chovanec Oct 19, 2011

Finance & Markets Channel

Fraudclosure Errors Destroying Americans’ Property Rights

Barry Ritholtz Oct 19, 2011

Finance & Markets Channel

Bank of America Deathwatch: Moves Risky Derivatives From Holding Company to Taxpayer-Backstopped Depository

Yves Smith Oct 19, 2011

Finance & Markets Channel

A Year Later Everyone Is Catching on About Fed Policy and Net Interest Margins

Edward Harrison Oct 18, 2011

United States Channel

The Data That the Economy Is Not So Hot Is Getting Harder to Ignore

Yves Smith Oct 18, 2011

Nouriel Roubini's Global EconoMonitor

The Instability of Inequality

Nouriel Roubini Oct 14, 2011

Europe Channel

Chart of the Day: Greatest Credit Deterioration Focus - Belgium, Spanish Banking

Edward Harrison Oct 14, 2011

Latin America Channel

The Cost of Theoclassical Economics and Economists

William K. Black Oct 13, 2011

Great Leap Forward

The European Troika's Rescue Plan Will Fail. Time to Choose an Endgame

L. Randall Wray Oct 12, 2011

Asia Channel

On China: Global Impact, Domestic Costs, Hard Landing, and the RMB as an International Currency

Menzie Chinn Oct 11, 2011

Europe Channel

Juncker: It May Not Be Enough Even if Greece Defaults With 60 Percent Haircut

Edward Harrison Oct 11, 2011

Europe Channel

Dexia, Mafia and Revolution

London Banker Oct 11, 2011

The Wilder View

Expect Neither ‘Sustainable' nor 'Comprehensive’ From Euro Area Leaders

Rebecca Wilder Oct 10, 2011

United States Channel

George Soros: "People Don't Realize That the System Has Actually Collapsed"

Edward Harrison Oct 10, 2011

Global Macro Channel

Should the BRICs ‘Save’ the Eurozone?

Dan Steinbock Oct 10, 2011

United States Channel

Wall Street and Silicon Valley

James Kwak Oct 10, 2011

Europe Channel

Warning: Greece Can Break Glass and Leave the Eurozone

Yves Smith Oct 7, 2011

Europe Channel

Is Europe Primed for Chaos, as It Was in July 1914?

Fabius Maximus Oct 6, 2011

Europe Channel

The Greek Syndrome: A Prelude to Revolution?

Grzegorz W. Kolodko Oct 6, 2011

Finance & Markets Channel

A Suggested Theme for the Occupation of Wall Street

William K. Black Oct 6, 2011

United States Channel

The Anti-Politics of #OccupyWallStreet

Matt Stoller Oct 6, 2011

Great Leap Forward

Are the Big Banks Insolvent?

L. Randall Wray Oct 5, 2011

United States Channel

Occupy Wall Street, Another Futile Peasants’ Protest

Fabius Maximus Oct 5, 2011

Finance & Markets Channel

Follow the Money: Behind Europe’s Debt Crisis Lurks Another Giant Bailout of Wall Street

Robert Reich Oct 5, 2011

Finance & Markets Channel

More on the S&P Bear Market and the Central Bank Liquidity Train

Edward Harrison Oct 4, 2011

Europe Channel

Core Europe Sitting Pretty in Their PIIGS Drawn Chariot

Marshall Auerback & Warren Mosler Oct 4, 2011

Finance & Markets Channel

Banking's Self Inflicted Wounds

Barry Ritholtz Oct 4, 2011

Nouriel Roubini's Global EconoMonitor

Roubini Bloomberg Interview - Roubini Says Europe Needs €2 Trillion ‘Bazooka’

Nouriel Roubini Oct 3, 2011

Finance & Markets Channel

There Are No Rogue Traders, There Are Only Rogue Banks

Barry Ritholtz Oct 2, 2011

Finance & Markets Channel

Imagining a World Without Banks

Ann Lee Sep 30, 2011

United States Channel

Quelle Surprise! SIGTARP Report Finds Citi, Bank of America Allowed to Leave TARP Prematurely

Yves Smith Sep 30, 2011

Finance & Markets Channel

Testimony of Marriner Eccles to the Committee on the Investigation of Economic Problems in 1933

London Banker Sep 29, 2011

United States Channel

Anti-American Bankers

Simon Johnson Sep 29, 2011

Finance & Markets Channel

Take the Loss

Barry Ritholtz Sep 28, 2011

Europe Channel

Postcard From Europe: Overwhelming Challenges in the Euro Zone

Dan Steinbock Sep 27, 2011

Nouriel Roubini's Global EconoMonitor

EMERGING MARKETS Interview with Nouriel Roubini - Risk of Depression Is 'Huge'

Nouriel Roubini Sep 26, 2011

Finance & Markets Channel

Testimony of Marriner Eccles to the Committee on the Investigation of Economic Problems in 1933

London Banker Sep 26, 2011

Finance & Markets Channel

'What Predicts a Credit Boom Bust?'

Menzie Chinn Sep 25, 2011

Europe Channel

Marshall Auerback: The ECB v. Germany

Marshall Auerback Sep 23, 2011

Nouriel Roubini's Global EconoMonitor

Full Analysis: Greece Should Default and Abandon the Euro

Nouriel Roubini Sep 22, 2011

The Kapali Carsi

What the IMF Has to Say on Turkey

Emre Deliveli Sep 22, 2011

Global Macro Channel

The Danger Zone: Financial Stability Risks Soar

Jose Vinals Sep 21, 2011

Europe Channel

The European Bank Run

Edward Harrison Sep 21, 2011

Finance & Markets Channel

Why Do Banking Regulators Bother to Conduct Faux Stress Tests?

William K. Black 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

Finance & Markets Channel

Chinese Shunning Trade with French Banks

Edward Harrison Sep 20, 2011

Nouriel Roubini's Global EconoMonitor

Greece Should Default and Abandon the Euro

Nouriel Roubini Sep 19, 2011

Europe Channel

German Banks Need Recapitalization of 127 Billion: Report

Edward Harrison Sep 19, 2011

United States Channel

Rearranging the Deck Chairs

Tim Duy Sep 19, 2011

Europe Channel

Europe's Lehman Moment

Menzie Chinn Sep 18, 2011

Finance & Markets Channel

Sanity Check: 'Revolt Over Risks of Elite Class of Bankers'

Yves Smith Sep 18, 2011

Europe Channel

EU Finance Ministers Find Unity on One Point: 'Deficit Attention Disorder'

London Banker Sep 18, 2011

Dan Alpert's Two Cents

From the Desk of Peter Tchir: "Is September 20th Greek Default Day?"

Daniel Alpert Sep 17, 2011

Europe Channel

Osborne's Euro Plea

David Smith Sep 16, 2011

Finance & Markets Channel

The Fed Bails Out Eurobanks Yet Again

Yves Smith Sep 16, 2011

Finance & Markets Channel

10 Steps To Prevent the Next Bank Crisis

Barry Ritholtz Sep 16, 2011

Europe Channel

Why Didn't the Fed Release a Statement on the Dollar Liquidity Bailout?

Edward Harrison Sep 16, 2011

Europe Channel

The Damaged ECB Legitimacy

Anne Sibert Sep 15, 2011

The Kapali Carsi

Central Bank of Turkey Monthly Meeting: Yet New Rabbits!

Emre Deliveli Sep 6, 2011

Finance & Markets Channel

The More You Look, the More Bank Criminality You Find in Mortgage Land

Yves Smith Sep 2, 2011

Finance & Markets Channel

Liquidity, Bank Capital and Market Reform

London Banker Sep 2, 2011

Finance & Markets Channel

From Green to Red – Is Credit Crunch 2.0 Imminent?

Satyajit Das Aug 28, 2011

Finance & Markets Channel

Big Banks: Under-Capitalized, Overexposed, Opaque

Barry Ritholtz Aug 24, 2011

Finance & Markets Channel

Why Is Bank of America’s Stock Cratering Yet Again? It’s the Extend and Pretend Endgame

Yves Smith Aug 23, 2011

Finance & Markets Channel

Forget TARP: Wall St Borrowed $1.2 Trillion from Fed

Barry Ritholtz Aug 22, 2011

Asia Channel

Victor Shih and Carl Walter on China’s Banks

Patrick Chovanec Aug 21, 2011

Europe Channel

The Sucking Sound of Liquidity Draining from Eurobank Market

Yves Smith Aug 16, 2011

United States Channel

Quelle Surprise! New York Fed Director Shills For Bank of New York, Argues Against Rule of Law

Yves Smith Aug 15, 2011

Europe Channel

The Real Debt Crisis is in Europe Part 1 – 'Solvency But Not In Our Time'

Satyajit Das Aug 14, 2011

Great Leap Forward

Update on S&P and Fraud

L. Randall Wray Aug 13, 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

Dan Alpert's Two Cents

On CNBC’s 'Strategy Session' Talking Banking

Daniel Alpert Aug 9, 2011

The Kapali Carsi

Liveblogging Central Bank of Turkey Governor TV interview

Emre Deliveli Aug 8, 2011

Europe Channel

ECB Considers Massive Purchases of Italian and Spanish Bonds (Update: Eurobazooka Armed)

Yves Smith Aug 7, 2011

Finance & Markets Channel

The Downgrade of US Credit Rating by S&P Shows the Political Forces Working Against Us

Fabius Maximus Aug 7, 2011

Dan Alpert's Two Cents

On CNBC’s “Squawk Box” on the Day the Music Died – Sorry, Was it Something I Said?

Daniel Alpert Aug 4, 2011

Finance & Markets Channel

Still Stressed After All These Tests!

Satyajit Das Aug 4, 2011

Asia Channel

China: No Hard Landing, But No Solution

Michael Pettis Aug 1, 2011

The Kapali Carsi

Addendum to latest Hurriyet column: Box of chocolates from Central Bank

Emre Deliveli Aug 1, 2011

The Kapali Carsi

Weekly Hurriyet column: Box of chocolates from Central Bank

Emre Deliveli Aug 1, 2011

Nouriel Roubini's Global EconoMonitor

Greece Financing Offer: I Am Not Going to Say I Told You So, But…

Nouriel Roubini Jul 28, 2011

The Kapali Carsi

The lira and Central Bank of Turkey's options

Emre Deliveli Jul 26, 2011

The Kapali Carsi

Addendum to Huriyet column: The evil IMF creating a crisis

Emre Deliveli Jul 25, 2011

The Kapali Carsi

Weekly Hurriyet Column: The evil IMF creating a crisis

Emre Deliveli Jul 25, 2011

The Kapali Carsi

Well Done, Central Bank of Turkey

Emre Deliveli Jul 24, 2011

The Wilder View

The Latest Eurozone Response: One Step Closer to the Crisis Point

Rebecca Wilder Jul 24, 2011

The Kapali Carsi

Scary Chart of the Day II: Turkey's Vulnerable(?) Bank(s)

Emre Deliveli Jul 21, 2011

Global Macro Channel

Is Bank of America at Risk of a Death Spiral?

Yves Smith Jul 21, 2011

The Wilder View

Scary Chart of the Day: Ireland's Bank Run

Rebecca Wilder Jul 21, 2011

Nouriel Roubini's Global EconoMonitor

The Eurozone’s Last Stand

Nouriel Roubini Jul 18, 2011

Europe Channel

Lending Drought Threatens Britain's Recovery

David Smith Jul 18, 2011

Finance & Markets Channel

The Panic of '08 Revisited - “It’s the Leverage, Stupid!”

Gary Hindes Jul 15, 2011

Finance & Markets Channel

Shades of 2007: Funding Stresses Hit European Banks

Yves Smith Jul 15, 2011

RGE Analysts

EBA Stress Tests – A Possible Palliative But We Won’t Hold Our Breath

Jennifer Kapila Jul 14, 2011

Finance & Markets Channel

Did Sheila Bair Save the U.S. from Complete Financial Meltdown?

Yves Smith Jul 11, 2011

Finance & Markets Channel

Look Out Below, Italian Edition

Barry Ritholtz Jul 11, 2011

Europe Channel

Sources: Euro Bailout Package Must Be Doubled for Italy

Edward Harrison Jul 11, 2011

Latin America Channel

What Is the BNDES For?

Marcio Garcia Jul 10, 2011

Europe Channel

Bailing In to Bail Out – The Greek Bank Debt Exchange Proposal

Satyajit Das Jul 8, 2011

Asia Channel

China: Incentives and Debt

Michael Pettis Jul 7, 2011

United States Channel

Ron Paul's Debt Default Proposal

James Hamilton Jul 7, 2011

Europe Channel

Tabellini Is the Right Man for Banca d’Italia

Paolo Manasse Jul 6, 2011

Europe Channel

The Fear of Contagion in Europe

Paolo Manasse & Giulio Trigilia Jul 6, 2011

Great Leap Forward

Lessons We Should Have Learned from the Global Financial Crisis

L. Randall Wray Jul 5, 2011

Finance & Markets Channel

Protect the Bondholders?

London Banker Jul 1, 2011

Finance & Markets Channel

First, Blame the Lenders

Barry Ritholtz Jun 30, 2011

Asia Channel

Small Companies Feel the Pain in China

Michael Pettis Jun 29, 2011

Finance & Markets Channel

Go Swedish, Part 47

Barry Ritholtz Jun 28, 2011

Europe Channel

The Hellenic Noise

Anantha Nageswaran Jun 24, 2011

Global Macro Channel

China and the Saving of Europe

Simon Johnson Jun 22, 2011

Finance & Markets Channel

The Missed Opportunity to Reform Reckless Banking

Barry Ritholtz Jun 20, 2011

Daily Digest

News

Funds for property sector still choked

Saigon Money  May 23, 2012

News

Restructuring Banks Or Redistributing Welfare?

Saigon Money  Do Thien Anh Tuan May 23, 2012

News

The situation of businesses worse than thought

Vietnam Net  May 23, 2012

News

Credit card receivables up 9.9% to P132.2B

The Philippine Star  Lawrence Agcaoili May 23, 2012

News

Deposit interest rates may fall to 9% by year's end

Viet Nam News  May 22, 2012

News

Vietnam shows signs of economic growth slowdown

Tuoi Tre News  May 22, 2012

News

Vietnam shows signs of economic growth slowdown

Tuoi Tre News  May 22, 2012

News

Consumer loans up 15.5%

The Philippine Star  Lawrence Agcaoili May 22, 2012

News

Government measures exhaust Hungarian unit of KBC, K&H Bank Q1 profit plummets

Portfolio.hu (free registration)  May 21, 2012

News

ANZ stand turns off customers

Sydney Morning Herald  Eric Johnston May 22, 2012

Opinions

Blueprint for resolving regulation

Financial Times  Paul Tucker and Andreas Dombret May 21, 2012

News

Why RBI Governor D Subbarao won't cut rates anytime soon

The Economic Times  M.C. Govardhana Rangan May 21, 2012

News

Bank credit growth slow despite rate cut

Viet Nam News  May 21, 2012

News

Vietnam to miss growth target

Vietnam Net  May 21, 2012

Analysis

Fourth Quarter Consumer Loans Increase to P546 Billion

Bangko Sentral ng Pilipinas  May 21, 2012

Analysis

Residential Real Estate Loans Grow by P13 Billion Last Year

Bangko Sentral ng Pilipinas  May 21, 2012

Blogs

CEE: a bit of sun amid the clouds

Financial Times  May 18, 2012

Analysis

How is market turbulence affecting Norwegian banking groups' funding costs?

Norges Bank (Central Bank of Norway)  Jermund Molland and Monique Erard May 18, 2012

Blogs

Brazil: Transparency for banking

beyondbrics  Samantha Pearson May 18, 2012

Opinions

Start worrying about those NPAs

The Financial Express  Madan Sabnavis May 18, 2012

News

RBI’s hands tied, need FIIs: PM advisor

The Financial Express  May 18, 2012

Opinions

Gov’t to have more fiscal, monetary maneuverability in 2012

Tuoi Tre News  Thoai Tran May 18, 2012

News

Uganda: Highlights from Banks’ 2011 Performance

Ratio Magazine  Gideon Kiarie May 17, 2012

News

How JPMorgan’s storm in a teapot grew

Financial Times  Sam Jones and Tracy Alloway May 17, 2012

News

What’s behind the 6700 dead businesses?

Vietnam Net  May 17, 2012

Analysis

Contributions to FIDF and DPA: Manageable, but Adjustments Needed

Kasikorn Research  May 16, 2012

Blogs

Stock Showdown: Ranking Kenya’s Best Banks

Investing in Africa  Ryan Hoover May 16, 2012

Analysis

Poland: Senior loan officer opinion survey– Q2 2012

National Bank of Poland  May 16, 2012

News

EU Reaches Deal on Basel Rules

Wall Street Journal  Frances Robinson and Matina Stevis May 16, 2012

News

VAT payment date extended to help struggling business

Viet Nam News  May 16, 2012

News

Major firms cut costs to stay afloat

Viet Nam News  May 16, 2012

Opinions

Boom or bust?

Business Mirror  May 16, 2012

News

As Bank Withdrawals Surge, Athens Relies More on ECB

The Wall Street Journal  Brian Blackstone and David Enrich May 15, 2012

Blogs

Hungary’s Central Bank to Expand Range of Currencies It Invests In

Wall Street Journal  Veronika Gulyas May 15, 2012

News

VietinBank bonds snapped up by foreign investors

Saigon Money  May 15, 2012

Analysis

Bank Lending Rises in March

Bangko Sentral ng Pilipinas  May 15, 2012

News

Bank assets up 5.7% to P7.54 trillion in February

The Philippine Star  Lawrence Agcaoili May 15, 2012

News

Phl no longer sick man of Asia, says Montinola

The Philippine Star  Rainier Allan Ronda May 15, 2012

News

EU attempts to break deadlock on bank rules

Reuters  May 14, 2012

Analysis

Exposure to Real Estate of U/KBs & TBs Continues to Rise in 2011

Bangko Sentral ng Pilipinas  March 23, 2012

Analysis

Philippine Banks Remain Healthy As CARs Persist Above 10 Percent

Bangko Sentral ng Pilipinas  April 27, 2012

News

Fees lowered on services, loan offerings

Bangkok Post  May 14, 2012

Analysis

U/KBs' NPL Ratio at 2.34 Percent

Bangko Sentral ng Pilipinas  April 20, 2012

Analysis

Bank Lending Remains Solid in February

Bangko Sentral ng Pilipinas  April 12, 2012

News

What would the “marriages” of Vietnamese and foreign banks bring?

Saigon Money  Doanh Nhan May 14, 2012

News

Interbank rates down to three-year lows

Saigon Money  May 14, 2012

News

Rate cut fails to lift bank lending

Viet Nam News  May 14, 2012

News

Banks' short-term foreign borrowing falls in April

Yonhap News Agency  May 14, 2012

News

More ‘hot money’ seen to make its way to PH

Philippine Daily Inquirer  Ronnel W. Domingo May 14, 2012

Opinions

Tooling our central bank

Business World Online  Romeo L. Bernardo May 14, 2012

Opinions

The Lesson of JP Morgan's $2 Billion Loss: Break Up the Big Banks

Atlantic  David Rohde May 11, 2012

News

J.P. Morgan's $2 Billion Blunder

Wall Street Journal  Dan Fitzpatrick et al May 11, 2012

Blogs

[JPM Whale-Watching Tour] Too Big To Hedge

FT Alphaville  Lisa Pollack May 11, 2012

Analysis

DERIVATIVES: VaR model masked JPM $2bn loss

IFR International Financing Review  Christopher Whittall May 11, 2012

News

Household debt rises in April led by moving costs

Korea JoongAng Daily  May 11, 2012

News

Pumping it up?

The Korea Times  Lee Hyo-sik May 11, 2012

News

Indolent credit growth puzzle

Vietnam Investment Review  Ha Tam May 11, 2012

News

Two-thirds of firms can't get loans: survey

Viet Nam News  May 11, 2012

News

Interbank overnight rate dips to 2.5pct, 5-year low

Tuoi Tre News  May 11, 2012

News

Hungarian banks find new financial transaction tax unacceptable

portfolio.hu (free registration required)  May 10, 2012

Blogs

Poland’s banks: keeping a tight ship

FT beyondbrics  Jan Cienski May 10, 2012

News

Lending slow but Australian bank profits still grow

Dow Jones Newswires  Caroline Henshaw May 10, 2012

Blogs

LatAm banks: new target for China Inc?

beyondbrics  Pan Kwan Yuk May 10, 2012

News

Spain takes 45% stake in Bankia

Financial Times  David Oakley and Miles Johnson May 09, 2012

News

BOK Holds Policy Steady; No Talk Of Possible Rate Cut

The Wall Street Journal  May 10, 2012

News

BOK freezes key rate for 11th month in May

Yonhap News Agency  May 10, 2012

News

Banks doing well, profitability tripled

Business Mirror  Jun Vallecera May 10, 2012

News

BSP cites need for measures to boost banks

The Philippine Star  Lawrence Agcaoili May 10, 2012

Blogs

Stock Showdown: Ranking Ghana’s Best Banks

Investing in Africa  Ryan Hoover May 09, 2012

News

Foreign Investors Eye Indonesia’s Booming Banks

Agence France-Presse  May 09, 2012

Analysis

Monetary and Liquidity Aggregates during March 2012

The Bank of Korea  May 09, 2012

Analysis

Financial Markets during April 2012

The Bank of Korea  May 09, 2012

News

Bank household loans rise in April

Yonhap News Agency  May 09, 2012

News

Inflation forecast to hit single digits

Intellasia  May 09, 2012

News

Lots of businesses die young

Saigon Money  May 09, 2012

News

Banks to select borrowers for new lending rate cap

Tuoi Tre News  May 09, 2012

News

All but two lenders hold back on rate cuts

Sydney Morning Herald  Chris Zappone May 08, 2012

Blogs

Malaysia’s CIMB Continues Regional Drive

Wall Street Journal: Deal Journal  May 08, 2012

News

Spain Readies New Push to Shore Up Banks

The Wall Street Journal  Jonathan House May 07, 2012

News

Spain to spend billions on bank rescue

Financial Times  Miles Johnson May 07, 2012

Analysis

Written Answers - Bank Stress Tests

Houses of the Oireachtas  March 15, 2012

News

NA to consider VND29,000 billion bailout package

Vietnam Investment Review  May 08, 2012

News

More businesses predicted to withdraw from market

Vietnam Investment Review  May 08, 2012

News

HSBC cuts Vietnam growth forecast to 5.1%

Saigon Money  May 08, 2012

News

Indonesia's Syariah Banking Sector Grows 40.2 Per Cent A Year

Bernama  Ahmad Fuad Yahya May 07, 2012

News

S. Korean banks' bad debt ratio rises in Q1

Yonhap News Agency  May 07, 2012

News

Property investors increase capital

Viet Nam News  May 07, 2012