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Europe

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Market Strategy

Market Strategy

Whither the Gold Safe Haven?

By Gary Clark May 16, 2012

Market Strategy

Energy Weekly: Natural Gas on the Rebound

By Gary Clark May 15, 2012

Market Strategy

Energy Weekly: U.S. Energy Policy After the Election

By Gary Clark and Rachel Ziemba May 8, 2012

Cross Asset Monthly

Commodities: Will QE3 Mitigate Near-Term Downsides?

By Gary Clark May 7, 2012

Market Strategy

Energy Weekly: Is Seaway Priced In?

By Gary Clark May 1, 2012

Market Strategy

Energy Weekly: China Slows, but Energy Imports Grow?

By Gary Clark Apr 23, 2012

Cross Asset Monthly

Commodities: Fear Today, Gone Tomorrow

By Shelley Goldberg Apr 4, 2012

Market Strategy

How to Trade a China Slowdown

By Michael Hart, Adam Wolfe, Shelley Goldberg, David Nowakowski, Natalia Gurushina, Gina Sanchez and Ibrahim Gassambe Mar 30, 2012

Cross Asset Monthly

Commodities: Industrial Metals Inspire Cheers, Incite Fears

By Shelley Goldberg Mar 6, 2012

Emerging Markets Quarterly

Executive Summary: No Such Thing as Decoupling

By Arnab Das and Rachel Ziemba Jan 26, 2012

Emerging Markets Quarterly

Commodities: Oil—Global Trade’s Life Support

By Shelley Goldberg Jan 26, 2012

Emerging Markets Quarterly

Brazil: Q1 2012

By Juan Lorenzo Maldonado, Natalia Gurushina and Ibrahim Gassambe Jan 26, 2012

Market Strategy

Taking Hard Profits on Soft Commodities

By Shelley Goldberg Jan 26, 2012

Emerging Markets Quarterly

South Africa: Q1 2012

By Maya Senussi, Natalia Gurushina and Ibrahim Gassambe Jan 26, 2012

Cross Asset Monthly

Commodities: Real Demand Versus Synthetic

By Shelley Goldberg Jan 11, 2012

Market Strategy

Commodity Risks in 2012: Upsides, Downsides and Taking Sides

By Shelley Goldberg Jan 4, 2012

Market Strategy

RGE Agriculture Sensitivity Index (RASI): Impacts on Individual Economies

By Gary Clark, Shelley Goldberg and Natalia Gurushina Jan 2, 2012

Market Strategy

Gold Breaks 200-Day Moving Average

By Shelley Goldberg Dec 14, 2011

Market Strategy

Fertilizer: A Pot of Ash at the End of the Rainbow

By Shelley Goldberg Dec 13, 2011

Cross Asset Monthly

Commodities: Staying in the Markets—It's All Relative

By Shelley Goldberg Dec 8, 2011

Market Strategy

The Drive for New Oil: Unconventional Becomes Conventional

By Gary Clark, Rachel Ziemba and Shelley Goldberg Nov 22, 2011

Market Strategy

Emerging Market Crude Oil Demand Unlikely to Wane

By Gary Clark, Shelley Goldberg and Rachel Ziemba Nov 16, 2011

Market Strategy

Peak or Plateau Oil and Rising Extraction Costs: The Long-Term View

By Gary Clark, Shelley Goldberg and Rachel Ziemba Nov 14, 2011

Cross Asset Monthly

Commodities: USD Makes for an Uphill Ride

By Shelley Goldberg Nov 7, 2011

Emerging Markets Quarterly

Commodities: Russia, China and the Ties that Bind

By Shelley Goldberg Oct 24, 2011

Emerging Markets Quarterly

Asia: Hot Shots! Part Deux

By Adam Wolfe and Michael Manetta Oct 24, 2011

Emerging Markets Quarterly

Sub-Saharan Africa: Sheltering From the Storm

By Maya Senussi and Rachel Ziemba Oct 24, 2011

Cross Asset Monthly

Commodities: Volatility—Trick or Treat

By Shelley Goldberg Oct 7, 2011

Market Strategy

Gold: Cracks in the 'Safe Haven' Shell

By Shelley Goldberg Sep 27, 2011

Market Strategy

Copper's Ranking on the Endangered Metals List

By Shelley Goldberg Sep 21, 2011

Cross Asset Monthly

Commodities: Forward Curves—The Shape of Things to Come

By Shelley Goldberg Sep 6, 2011

Market Strategy

Oil, Gold and World Trade in the Grand Scheme

By Shelley Goldberg Aug 22, 2011

Market Strategy

Gold/Platinum Spread in the Red

By Shelley Goldberg Aug 10, 2011

Cross Asset Monthly

Commodities: Gold Climbing (Over) the Wall of Worry

By Shelley Goldberg Aug 3, 2011

Emerging Markets Quarterly

Equity: Credit Growth Boosts Earnings

By Gina Sanchez Jul 28, 2011

Emerging Markets Quarterly

Commodities: EMs Steer Auto Sector Growth

By Shelley Goldberg Jul 28, 2011

Emerging Markets Quarterly

Asia: Low Real Rates, Diverging Results

By Adam Wolfe and Michael Manetta Jul 28, 2011

Market Strategy

Rising Risks, High Vol and Your Information Ratio

By Gina Sanchez and Ibrahim Gassambe Jul 15, 2011

Market Strategy

Misconceptions in Timber Investment—The Root of the Problem

By Shelley Goldberg Jul 12, 2011

Cross Asset Monthly

Executive Summary: On Palliatives and Placebos

By Arnab Das Jul 5, 2011

Cross Asset Monthly

Commodities: Soft Patches, Hard Metals and the Case of the Untouchables

By Shelley Goldberg Jul 5, 2011

Cross Asset Monthly

Emerging Markets: Searching for Direction

By Natalia Gurushina Jul 5, 2011

Cross Asset Monthly

Global Equity: The Trend Is Your Friend, But It May Be Bumpy

By Gina Sanchez and Ibrahim Gassambe Jul 5, 2011

Cross Asset Monthly

Cross Asset Model Portfolio: Cautiously Adding Risk

By Dayna Goodwin 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

WTI/Brent Spread—The Accordion Plays On

By Shelley Goldberg Jun 17, 2011

Cross Asset Monthly

Commodities: Regulation vs. Intervention—When Governments Take Action

By Shelley Goldberg Jun 6, 2011

Market Strategy

Dearth of Commodity Bargains Delays Chinese Shopping

By Shelley Goldberg May 26, 2011

Market Strategy

Orange Juice Shorts Get Squeezed

By Shelley Goldberg May 17, 2011

Cross Asset Monthly

A Run for Your (Free) Money

By the RGE Market Strategy Team May 11, 2011

Cross Asset Monthly

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

By Arnab Das May 11, 2011

Cross Asset Monthly

Commodities: Irrationally Exuberant or Fundamentally Viable?

By Shelley Goldberg May 11, 2011

Market Strategy

FX Amid the Market Repricing

By Michael Hart May 10, 2011

Market Strategy

The Commodity Defensive Line

By Shelley Goldberg May 5, 2011

Market Strategy

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

Emerging Markets Quarterly

Credit: Oil, Rate Hikes, Revolutions—Oh My!

By David Nowakowski Apr 21, 2011

Emerging Markets Quarterly

Sub-Saharan Africa: Food Pressures

By Maya Senussi and Rachel Ziemba Apr 21, 2011

Emerging Markets Quarterly

Commodities: EMs Face a Double-Edged Sword

By Shelley Goldberg Apr 21, 2011

Emerging Markets Quarterly

Emerging Market Scorecard

By the RGE Economic Research Team Apr 21, 2011

Market Strategy

The Pros of Propane

By Shelley Goldberg Apr 20, 2011

Market Strategy

Commodity Sacrifices: Pay Up, Substitute, Scale Back or Eliminate

By Shelley Goldberg Apr 11, 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

Cross Asset Monthly

A Fine Balance

By Arnab Das Apr 4, 2011

Cross Asset Monthly

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

By Arnab Das Apr 4, 2011

Cross Asset Monthly

Currencies: A Toxic Cocktail

By Michael Hart Apr 4, 2011

Cross Asset Monthly

Cross Asset Model Portfolio: Rebalancing for More Inflation Protection

By Dayna Goodwin Apr 4, 2011

Cross Asset Monthly

Global Equity: Clouds Gathering in the Distance

By Gina Sanchez and Ibrahim Gassambe Apr 4, 2011

Cross Asset Monthly

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

By Shelley Goldberg Apr 4, 2011

Cross Asset Monthly

Emerging Markets: A Dizzying Mosaic of Driving Forces

By Natalia Gurushina Apr 4, 2011

Market Strategy

Cross Asset Model Portfolio Monthly: March Review

By Dayna Goodwin Mar 31, 2011

Market Strategy

Uranium: Enhanced Nuclear Oversight Paves the Path to Profits

By Shelley Goldberg Mar 25, 2011

Market Strategy

RGE Oil Sensitivity Index: Outlook Not ROSI for Many EMs

By Natalia Gurushina, David Nowakowski and Tsolmon Enkhbayar Mar 15, 2011

Market Strategy

Japanese Equities: Risk Aversion Could Push Price Levels Beyond Justified Valuations

By Gina Sanchez and Ibrahim Gassambe Mar 15, 2011

Market Strategy

Crude Oil Price Scenario Analysis

By Shelley Goldberg and Rachel Ziemba Mar 15, 2011

Market Strategy

Silver: The White, Green and (Poor Man's) Yellow Metal

By Shelley Goldberg Mar 8, 2011

Cross Asset Monthly

Commodities: Oil Supply Shocks—The Crude Facts

By Shelley Goldberg Mar 1, 2011

Cross Asset Monthly

Credit: Saturday Night Fever

By David Nowakowski Mar 1, 2011

Cross Asset Monthly

Cross Asset Model Portfolio: Commodities Run Continues...

By Dayna Goodwin Mar 1, 2011

Cross Asset Monthly

Appendix: Recommendation Tables

By Gina Sanchez Mar 1, 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

Market Strategy

Grain Prices: Growing to New Heights

By Shelley Goldberg Feb 1, 2011

Emerging Markets Quarterly

The Big Picture: Known Knowns, Known Unknowns and Unknown Unknowns

By Arnab Das Jan 19, 2011

Emerging Markets Quarterly

Asia: Time to Tackle Inflation

By Arpitha Bykere Jan 19, 2011

Emerging Markets Quarterly

Commodities: Food and Energy Are in the Driver's Seat on the Road to EM Inflation

By Shelley Goldberg Jan 19, 2011

Emerging Markets Quarterly

Emerging Europe and CIS: Overheating and Underheating

By David Rogovic, Jelena Vukotic and Rachel Ziemba Jan 19, 2011

Emerging Markets Quarterly

Egypt: Far From Policy Normalization on the Nile

By Rachel Ziemba and Ayah El Said 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

Market Strategy

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

By Arnab Das and Shelley Goldberg Jan 5, 2011

Market Strategy

Commodities: Best in Show 2010

By Shelley Goldberg Jan 4, 2011

Market Strategy

Crude Oil: Black Gold?

By Shelley Goldberg, Rachel Ziemba and Gary Clark 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

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

Silver Is Precious, Margins Are Dear

By Shelley Goldberg Nov 11, 2010

Market Strategy

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

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

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

India: Domestic Demand Set for a Bull Run

By Arpitha Bykere Oct 22, 2010

Emerging Markets Quarterly

Commodities: Rising From the Ashes

By Shelley Goldberg Oct 22, 2010

Emerging Markets Quarterly

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

By Bertrand Delgado Oct 22, 2010

Market Strategy

Q4 2010 Scenario Analysis: Asset Class Implications

By RGE Strategy Oct 11, 2010

Cross Asset Monthly

The Season Kick-off: Macro Bears Face Micro Bulls

By Shelley Goldberg Oct 5, 2010

Market Strategy

Cotton: The Next 'Luxury' Fiber?

By Shelley Goldberg Sep 21, 2010

Market Strategy

Gold: There's Something About September

By Shelley Goldberg Sep 16, 2010

Market Strategy

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

By Shelley Goldberg Sep 3, 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

Financial Institutions: Cracks in the EZ Façade

By Jennifer Kapila Aug 31, 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

Shale Gas Supply: Feast or Famine?

By Shelley Goldberg Aug 17, 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

All That Glitters Is Not Gold

By Lee Hudson Teslik, Arnab Das and Rachel Ziemba Jul 12, 2010

Emerging Markets Quarterly

Russia: Inflation on the Boil

By Rachel Ziemba Jan 19, 2010

Economic Research

Economic Research

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

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

Economic Research

Future Oil Supply (Part II): New Oil, Existing Fields

By Gary Clark, Philip Bates and Shelley Goldberg May 16, 2012

Economic Research

Iran and Oil Scenarios Update: Cooling for Now

By Rachel Ziemba and Gary Clark May 11, 2012

Economic Research

Future Oil Supply (Part I): What Will It Look Like?

By Gary Clark, Philip Bates and Shelley Goldberg May 9, 2012

Economic Research

South Africa Policy Debate to Amplify Economic Risks

By Maya Senussi and Rachel Ziemba Apr 30, 2012

Economic Research

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

By Gary Clark Apr 18, 2012

China Monthly

China’s Imbalances: A Report Card

By Adam Wolfe Apr 2, 2012

Global Economic Outlook

Asia Outlook: Quantum of Solace

By Michael Manetta, Adam Wolfe, Ayoti Mittra and Kunal Kumar Kundu Mar 20, 2012

Global Economic Outlook

Australia Outlook: The Dual Economy

By Michael Manetta Mar 15, 2012

Economic Research

Iran Scenario Analysis: Crude Posturing

By Rachel Ziemba, Shelley Goldberg, and the RGE Economic Research and Market Strategy Teams Feb 22, 2012

Economic Research

Crude Oil Scenarios: Iran and the Risks Ahead

By Shelley Goldberg, Gary Clark and Rachel Ziemba Feb 7, 2012

LatAm Weekly

LatAm Trade Volumes; Brazil’s Monetary Policy

By Juan Lorenzo Maldonado Jan 30, 2012

Conference Call

Conference Call Replay: Crude Oil—Conflicting Macroeconomic and Geopolitical Forces

By Rachel Ziemba, Shelley Goldberg, Gary Clark and the RGE Market Strategy and Economic Research Teams Jan 18, 2012

Economic Research

Iranian Oil Scenarios: Too Hot to Handle?

By Gary Clark Jan 17, 2012

Economic Research

Geopolitical Risks Expose Oil Market Stress Points

By Rachel Ziemba Jan 6, 2012

Economic Research

Upside Risks to 2012

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

Economic Research

U.S. Drops Ethanol Subsidies Without a Fight

By Gary Clark Jan 5, 2012

LatAm Weekly

Brazil Inflation; Chile Economic Activity; Colombia Inflation

By Juan Lorenzo Maldonado Jan 2, 2012

Global Economic Outlook

Outlook Overview: No Such Thing as a Free Lunch

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

Global Economic Outlook

Middle East and North Africa Outlook: After the Spring, a Harsh Winter

By Rachel Ziemba, Maya Senussi and Ayah El Said Dec 9, 2011

Global Economic Outlook

Canada Outlook: Domestic Demand Yields to External Risks

By Tetiana Sears Dec 8, 2011

Global Economic Outlook

Latin America Outlook: Let the Games Begin

By Juan Lorenzo Maldonado Dec 6, 2011

China Monthly

Enter the Dragon: Chinese Economic Policy in 2012

By Adam Wolfe Dec 1, 2011

Economic Research

BRICs in Africa: After More Than Just Resources

By Maya Senussi and Rachel Ziemba Nov 22, 2011

Global Economic Outlook

France Outlook Update: Returning to Recession

By Mark Willis Oct 31, 2011

Global Economic Outlook

Brazil Outlook Update: We Revise Our Selic Forecast

By Bianca Taylor Oct 3, 2011

LatAm Weekly

Brazilian and Peruvian Monetary Policy; Chilean Economic Activity

By Bianca Taylor and Juan Lorenzo Maldonado Oct 3, 2011

China Monthly

A Complex and Tightly Coupled System Headed for Failure

By Adam Wolfe Oct 3, 2011

Mena Focus

Nine Months On: Unresolved Conflicts of the Arab Spring

By Ayah El Said, John Prosser, Maya Senussi and Rachel Ziemba Sep 29, 2011

Economic Research

Brazil: Inflation Risks and the New Monetary Policy Model

By Bianca Taylor and Nuria Tolsa Sep 28, 2011

LatAm Weekly

Venezuela Needs 80 Bucks a Barrel WTI to Service Debts

By Bianca Taylor Sep 26, 2011

Global Economic Outlook

Venezuela Outlook Update: Dicey Liquidity Situation Continues

By Bianca Taylor Sep 22, 2011

Asia Weekly

Singapore, Japan, Thailand Industrial Production; Taiwan Monetary Policy; Vietnam Inflation

By Michael Manetta, Adam Wolfe, Mikka Pineda and Ayoti Mittra Sep 22, 2011

Global Economic Outlook

Brazil Outlook Update: A New Model for Monetary Policy

By Bianca Taylor, Juan Lorenzo Maldonado and Nuria Tolsa Sep 21, 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

Colombia Outlook Update: Domestic Demand to Sustain 2012 Growth

By Juan Lorenzo Maldonado Sep 20, 2011

Global Economic Outlook

Peru Outlook Update: Lower Growth Still Solid

By Juan Lorenzo Maldonado Sep 20, 2011

Global Economic Outlook

Chile Outlook Update: Battling Against Global Headwinds

By Juan Lorenzo Maldonado Sep 19, 2011

Global Economic Outlook

Sub-Saharan Africa Outlook Update: Resiliency Tested

By Maya Senussi and Rachel Ziemba Sep 19, 2011

Global Economic Outlook

Asia Outlook Update: You Only Live Twice

By Adam Wolfe, Michael Manetta and Mikka Pineda Sep 19, 2011

Global Economic Outlook

Canada Outlook Update: External Risks Undermine Domestic Demand

By Tetiana Sears Sep 16, 2011

Economic Research

Turkey: More Unconventional Monetary Policy

By David Rogovic Sep 16, 2011

Global Economic Outlook

Thailand Outlook Update: Workshop of the Asian Middle Class

By Michael Manetta Sep 15, 2011

Global Economic Outlook

Japan Outlook Update: Self-Healing Power

By Mikka Pineda Sep 14, 2011

Global Economic Outlook

Singapore Outlook Update: Yer Blues

By Michael Manetta Sep 13, 2011

LatAm Weekly

Monetary Policy in Brazil, Mexico, Chile and Peru; Economic Activity in Argentina; Politics in Mexico

By Juan Lorenzo Maldonado, Bianca Taylor and Maria Jose Hernandez Sep 12, 2011

Global Economic Outlook

China Outlook Update: Lean Into the Punch

By Adam Wolfe Sep 7, 2011

Global Economic Outlook

Indonesia Outlook Update: No Plans for a Lost Decade

By Michael Manetta Sep 7, 2011

LatAm Weekly

Brazil Rate Cut; Inflation in Mexico; Monetary Policy in Colombia, Chile, Peru

By Juan Lorenzo Maldonado, Bianca Taylor and Maria Jose Hernandez Sep 5, 2011

China Monthly

China Will Not Save the World

By Adam Wolfe Sep 2, 2011

Economic Research

Russia-Led Customs Union: Costs Could Outweigh Opportunities

By Tetiana Sears and Mansur Ziganshin Aug 30, 2011

Global Economic Outlook

South Africa Outlook Update: Ailing Recovery

By Maya Senussi Aug 30, 2011

Asia Weekly

India and Philippines GDP; Japan Industrial Production; Thailand Inflation

By Michael Manetta, Mikka Pineda, Kunal Kumar Kundu and Adam Wolfe Aug 25, 2011

Economic Research

Libya: Checkmate for Qadhafi?

By Maya Senussi, Gary Clark and Rachel Ziemba Aug 22, 2011

Global Economic Outlook

Eurozone Outlook Update: Sharp Slowdown Ahead

By Elisa Parisi-Capone Aug 17, 2011

Global Economic Outlook

Canada Outlook Update: No Immunity to External Headwinds

By 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

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

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

Asia Weekly

Singapore, Vietnam and Australia Inflation; India and Philippine Monetary Policy; Thailand Manufacturing

By Michael Manetta, Mikka Pineda and Adam Wolfe Jul 21, 2011

Economic Research

Venezuela’s Oil Reserves Power Play: Saudi Arabia Production Still Trumps

By Rachel Ziemba and Gary Clark Jul 20, 2011

Mena Focus

Uprisings Not On the Backburner

By Ayah El Said, Maya Senussi, Rachel Ziemba and John Prosser Jul 14, 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

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

Economic Research

Oil Windfalls and Ruble Appreciation: Kudrin vs. Ulyukayev

By Tim Azarchs and David Rogovic Jun 27, 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

Asia Weekly

Outlook Updates for Australia, China, Malaysia, Pakistan, Singapore, South Korea, Taiwan and Vietnam

By Arpitha Bykere, Michael Manetta, Mikka Pineda and Adam Wolfe Jun 23, 2011

Global Economic Outlook

Vietnam Outlook Update: Don’t Stop Tightening

By Arpitha Bykere Jun 22, 2011

Global Economic Outlook

Pakistan Outlook Update: Politics Trump the Economy

By Arpitha Bykere Jun 22, 2011

Global Economic Outlook

Argentina Outlook Update: Fernandez Pursues Re-Election Against Backdrop of High Growth

By Juan Lorenzo Maldonado 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

LatAm Weekly

Converging to Potential Growth

By Juan Lorenzo Maldonado Jun 21, 2011

Global Economic Outlook

Latin America Outlook Update: Converging Toward Potential Growth

By Juan Lorenzo Maldonado Jun 21, 2011

Global Economic Outlook

Brazil Outlook Update: Decelerating to Potential

By Juan Lorenzo Maldonado Jun 21, 2011

Global Economic Outlook

Malaysia Outlook Update: Facing Some Tough Choices

By Michael Manetta Jun 20, 2011

Global Economic Outlook

Singapore Outlook Update: Running a Tight Ship

By Michael Manetta Jun 20, 2011

Global Economic Outlook

Emerging Europe and CIS Outlook Update: Recovery Takes Root

By David Rogovic and Rachel Ziemba Jun 20, 2011

Global Economic Outlook

Australia Outlook Update: Midcycle Slowdown

By Mikka Pineda Jun 20, 2011

Global Economic Outlook

China Outlook Update: What, Me Worry?

By Adam Wolfe Jun 20, 2011

Global Economic Outlook

Canada Outlook Update: Growth Moderates Toward Potential

By Tetiana Sears Jun 17, 2011

Global Economic Outlook

Italy Outlook Update: Political Instability Preventing Structural Reforms

By Mark Willis Jun 17, 2011

Global Economic Outlook

Sweden Outlook Update: Less Stellar Growth Ahead

By Mikko Forss Jun 17, 2011

Global Economic Outlook

Hungary Outlook Update: Bumpy Road Ahead

By Jelena Vukotic 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

Saudi Arabia Outlook Update: Government Spending Boom

By Rachel Ziemba and Ayah El Said Jun 15, 2011

Global Economic Outlook

Maghreb Outlook Update: Still Uncertain

By Maya Senussi and Rachel Ziemba 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

Chile Outlook Update: Domestic Demand Remains Robust

By Juan Lorenzo Maldonado Jun 13, 2011

Global Economic Outlook

Peru Outlook Update: What Does the New President Have in Store?

By Juan Lorenzo Maldonado 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

Saudi Arabia Holds Key to OPEC Production

By Gary Clark and Rachel Ziemba Jun 13, 2011

Economic Research

Current Account Deficit Alert: Domestic Policies, not Foreign Capital, Will Shield Brazil, India, Turkey and South Africa

By Arpitha Bykere, Juan Lorenzo Maldonado, David Rogovic, Rachel Ziemba and Maya Senussi Jun 2, 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

Mena Focus

Political Struggles and Stalemates

By Ayah El Said, Maya Senussi and Rachel Ziemba May 26, 2011

Economic Research

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

By Gary Clark May 20, 2011

Global Economic Outlook

Gulf Cooperation Council Outlook Update: Governments Loosen the Taps

By Rachel Ziemba and Ayah El Said May 17, 2011

Economic Research

Commodity Correction: What Drove Down the Price of Oil?

By Gary Clark 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

LatAm Weekly

Further Tightening on the Cards, Across LatAm

By Juan Lorenzo Maldonado May 9, 2011

Economic Research

Crude Oil Supply and Demand: Where Do the Fundamentals Lie?

By Gary Clark May 6, 2011

Economic Research

SSA Watch: Food Prices Breed Political Stress

By Rachel Ziemba, Maya Senussi and Corinna Bordewieck May 6, 2011

Global Economic Outlook

Singapore Outlook Update: The Little Engine That Could

By Michael Manetta May 4, 2011

Global Economic Outlook

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

By Elisa Parisi-Capone May 2, 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

LatAm Weekly

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

By Juan Lorenzo Maldonado and Alex Giron May 2, 2011

China Monthly

How China's Inflation and Imports Will Reshape the World

By Adam Wolfe 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

Turkey’s External Balance: Trouble With a Capital T

By David Rogovic 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

LatAm Weekly

Brazil Likely to Hike Rates in April; Mexico Stays On Hold

By Juan Lorenzo Maldonado, Alex Giron and Renzo Merino Apr 18, 2011

Global Economic Outlook

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

By Christian Menegatti and Prajakta Bhide Apr 15, 2011

Europe Weekly

Inflation Sparks Concern Across the Region

By Parul Walia, David Rogovic, Katharina Jungen, Jelena Vukotic and Rachel Ziemba Apr 15, 2011

Economic Research

Japan's Earthquake: Can the Growth Impact on EM Asia Be Discounted?

By Michael Manetta, Arpitha Bykere and 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

Economic Research

Q2 2011 Global Scenario Analysis: Still Gradually Rebalancing

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

Economic Research

Philippine Export Growth Flattens in February

By Mikka Pineda Apr 7, 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

Singapore Q1 GDP Growth Underscores Difficult H1 Environment

By Michael Manetta Apr 7, 2011

Economic Research

Bank Indonesia to Hold Steady in April

By Michael Manetta Apr 7, 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

LatAm Weekly

Brazil to End Tightening Cycle Soon

By the RGE LatAm Analyst Team Apr 1, 2011

Economic Research

Poland: Does the Central Bank Have More Room to Breathe?

By David Rogovic Apr 1, 2011

Asia Weekly

The Day After Tomorrow

By Michael Manetta, Mikka Pineda and Adam Wolfe Mar 31, 2011

Economic Research

Daunting Months Ahead for Malaysian Exporters

By Michael Manetta Mar 31, 2011

Economic Research

Taiwanese Inflation Inches Upward

By Adam Wolfe Mar 31, 2011

Economic Research

Is the Global Nuclear Renaissance Over?

By Gary Clark Mar 31, 2011

Mena Focus

Tough Choices for MENA

By Maya Senussi, Ayah El Said and Rachel Ziemba Mar 29, 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

Europe Weekly

Portugal Rescue; Emerging Europe Nuclear Policy; Turkish Tightening

By Filipe Manuel Pires de Albuquerque, Elisa Parisi-Capone, Jelena Vukotic, James Mason, Sehaj Malik, Parul Walia, Mikko Forss and Mark Willis Mar 25, 2011

Economic Research

Mexico: Headline Inflation Drops Closer to Target

By Bertrand Delgado Mar 25, 2011

Economic Research

Emerging Europe: Nuclear Renaissance Still On Track

By Jelena Vukotic Mar 25, 2011

Economic Research

United Kingdom: Inflation Surges, Outlook

By Parul Walia Mar 25, 2011

Asia Weekly

Second-Round Price Effects Rising in Asia

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

Economic Research

Taiwan Still on the Train to Normal

By Adam Wolfe Mar 24, 2011

Economic Research

Thais Enjoy Their Last Month of Subsidies

By Michael Manetta Mar 24, 2011

Economic Research

South Korea’s Inflation Headache Unlikely to Ease Soon

By Arpitha Bykere Mar 24, 2011

Economic Research

New Risks to South Korea’s Export Outlook

By Arpitha Bykere Mar 24, 2011

North America Weekly

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

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

Economic Research

U.S. Core Inflation to Remain Contained

By Prajakta Bhide Mar 21, 2011

Economic Research

Canada's Spending Strong in Short Term

By Tetiana Sears and Rachel Ziemba Mar 21, 2011

Global Economic Outlook

Romania: Improving, But a Long Way to Go

By Jelena Vukotic Mar 18, 2011

Global Economic Outlook

Latin America Outlook: Still a Bright Prospect

By Bertrand Delgado Mar 18, 2011

Global Economic Outlook

Vietnam Outlook: Engineering a Soft Landing

By Arpitha Bykere Mar 18, 2011

Global Economic Outlook

South Korea Outlook: Rocky Road to Recovery

By Arpitha Bykere Mar 18, 2011

Global Economic Outlook

Emerging Europe & CIS Outlook: Leaders and Laggards

By David Rogovic, Jelena Vukotic and Rachel Ziemba Mar 18, 2011

Global Economic Outlook

Canada Outlook: Growth Stays Above Potential

By Tetiana Sears and Rachel Ziemba Mar 18, 2011

Global Economic Outlook

Singapore Outlook: Growth Retreats as Prices Peak

By Michael Manetta 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

Economic Research

Japan: What Could Fukushima Cost?

By Mikka Pineda Mar 18, 2011

Global Economic Outlook

United Arab Emirates Outlook: Not Quite a Safe Haven?

By Ayah El Said and Rachel Ziemba Mar 18, 2011

Global Economic Outlook

Chile Outlook: Investment to Lead Growth this Year

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 18, 2011

Europe Weekly

Eastern Europe Monetary Policy; Icelandic Policy Rate; Irish Fiscal Challenges

By Jelena Vukotic, David Rogovic, Mikko Forss and William Oman Mar 18, 2011

Global Economic Outlook

Sub-Saharan Africa Outlook: Strong Recovery

By Maya Senussi and Rachel Ziemba Mar 17, 2011

Asia Weekly

Industrial Production Moderates, Inflation Stays Elevated

By Michael Manetta and Adam Wolfe Mar 17, 2011

Global Economic Outlook

South Africa Outlook: Slowly but Surely

By Kavitha Cherian and Rachel Ziemba Mar 17, 2011

Global Economic Outlook

India Outlook: Hype Meets Reality

By Arpitha Bykere Mar 17, 2011

Global Economic Outlook

Israel Outlook: Robust Despite Uncertainties

By Ayah El Said Mar 17, 2011

Economic Research

Hong Kong Inflation Dips in February

By Adam Wolfe Mar 17, 2011

Economic Research

Taiwanese Industrial Production Decelerates

By Adam Wolfe Mar 17, 2011

Economic Research

Singapore Inflation Keeps Up the Pace in February

By Michael Manetta Mar 17, 2011

Economic Research

Slower IP Growth in Singapore to Persist on Cyclical Factors

By Michael Manetta Mar 17, 2011

Economic Research

Meeting Energy Demand After the Quake: LNG vs. Oil vs. Coal

By Daniel Fink Mar 17, 2011

Global Economic Outlook

Maghreb Outlook: Strong Headwinds

By Maya Senussi and Rachel Ziemba Mar 16, 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

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

Earthquake Shakes Japanese Economy

By Mikka Pineda Mar 16, 2011

Global Economic Outlook

Peru Outlook: Growth Still Above Potential

By Bertrand Delgado and 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

Indonesia Outlook: Inflation Mounting

By Michael Manetta Mar 15, 2011

Economic Research

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

By Parul Walia and James Mason Mar 15, 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

Global Economic Outlook

Russia Outlook: A Boost From Oil Prices

By David Rogovic and Rachel Ziemba Mar 11, 2011

Economic Research

France: Widening Deficit Detracts From Solid Export Performance

By Mark Willis Mar 11, 2011

Economic Research

Czech Republic: Monetary Policy—Bucking the Trend

By Jelena Vukotic Mar 11, 2011

Economic Research

Scandinavia: Core Inflation Under Control

By Mikko Forss 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

Economic Research

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

By Arpitha Bykere Mar 10, 2011

Economic Research

Structural Shifts in Singapore's Export-Driven Economy

By Michael Manetta Mar 10, 2011

Economic Research

Chile: Central Bank to Keep Hiking Rates in March

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 9, 2011

Economic Research

Colombia: Central Bank Might Not Tighten Rates in March

By Bertrand Delgado and Renzo Merino Mar 9, 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

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

Europe Weekly

ECB Surprise; UK Manufacturing; Hungary's Reform Package

By RGE's Europe Analyst Team 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

Uruguay: Higher-Than-Consensus Inflation

By Juan Lorenzo Maldonado Mar 4, 2011

Economic Research

Venezuela: Food Prices Fall More Than Expected

By Juan Lorenzo Maldonado Mar 4, 2011

Economic Research

Philippine Exports Lie Dormant

By Mikka Pineda Mar 3, 2011

Economic Research

Malaysia's Industrial Suppliers the Big Winners in January

By Michael Manetta Mar 3, 2011

Economic Research

Chinese Inflation Stays Elevated

By Adam Wolfe Mar 3, 2011

Economic Research

Mexico: Central Bank to Stay on Hold at 4.5%

By Bertrand Delgado Mar 2, 2011

Economic Research

Mexico: Consensus Expects Hike in H2

By Bertrand Delgado and Renzo Merino Mar 2, 2011

Economic Research

Chile: Economic Activity Likely Grows 6% in January

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 2, 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

Argentina: Strong Tax Revenues in February

By Bertrand Delgado Feb 28, 2011

Economic Research

Peru: Inflation Moving Higher in February

By Bertrand Delgado 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

Brazil: Credit Growth Decelerates

By Bertrand Delgado and Renzo Merino Feb 25, 2011

Economic Research

Mexico: Inflation In Line With Expectations For Now

By Bertrand Delgado and Renzo Merino Feb 25, 2011

Economic Research

Argentina: Trade Surplus Keeps Shrinking

By Bertrand Delgado and Nathalie Picarelli Feb 25, 2011

Asia Weekly

Is Asia’s Inflation Spreading Beyond Food and Fuel?

By Michael Manetta and Mikka Pineda Feb 24, 2011

Economic Research

Flooding Dampens Australia’s Q4 GDP Growth

By Mikka Pineda Feb 24, 2011

Mena Focus

Economic Fallout From the MENA Days of Rage

By Rachel Ziemba, Maya Senussi and Ayah El Said Feb 23, 2011

Economic Research

Egypt: Uncertainties Cloud Economic Activity

By Ayah El Said Feb 23, 2011

Economic Research

Morocco: Subsidy Bill Doubles

By Maya Senussi Feb 23, 2011

Economic Research

Gulf Cooperation Council: Watching, But Not Immune

By Rachel Ziemba Feb 23, 2011

Economic Research

Iraq: Desperately Seeking Power

By Rachel Ziemba Feb 23, 2011

Economic Research

Iran: Green Revanche?

By Rachel Ziemba Feb 23, 2011

LatAm Weekly

Leading Indicators Show Mexico Performing Strongly This Year

By Bertrand Delgado, Juan Lorenzo Maldonado and Nathalie Picarelli Feb 23, 2011

Economic Research

Brazil: Softening Economic Activity

By Bertrand Delgado and Renzo Merino Feb 18, 2011

Economic Research

Colombia: Overvalued Currency Hurts Non-Traditional Exports

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 18, 2011

Economic Research

Australian Floods Revive Philippine Trade

By Mikka Pineda 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

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

Argentina: Robust Economic Expansion in December

By Bertrand Delgado Feb 14, 2011

LatAm Weekly

Market Rates Adjusted Down in Mexico

By Bertrand Delgado, Juan Lorenzo Maldonado, 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

India: No Respite From Inflation

By Arpitha Bykere Feb 10, 2011

Economic Research

Chinese Inflation in January: Hopping Higher and Higher

By Adam Wolfe Feb 10, 2011

Economic Research

Colombia: Demand-Pull Inflation Pressures Are Still Absent

By Bertrand Delgado Feb 9, 2011

Economic Research

Chile: Robust Economic Activity in December

By Bertrand Delgado Feb 7, 2011

Economic Research

Argentina: Strong Fiscal Revenues

By Bertrand Delgado Feb 4, 2011

Economic Research

Elevated Trade Trickles Down to Malaysian Manufacturers in December

By Michael Manetta Feb 3, 2011

Economic Research

Indonesia's Inflation: The Case for a Rate Hike in February

By Michael Manetta Feb 1, 2011

Economic Research

Egypt: Assessing the Ripple Effect

By Rachel Ziemba and Ayah El Said Feb 1, 2011

Economic Research

Mass Protests in Egypt Challenge the Regime and Shake Markets

By Ayah El Said and Rachel Ziemba Jan 28, 2011

Economic Research

Floods Put a Crimp on Australian Exports

By Mikka Pineda Jan 27, 2011

Mena Focus

A Memo From Tunisia

By Ayah El Said, Maya Rusinowicz and Rachel Ziemba Jan 18, 2011

Economic Research

Morocco: Buoyed by Agriculture?

By Maya Senussi Jan 18, 2011

Economic Research

Oil Exporters: Not Immune, But With Greater Resources

By Rachel Ziemba Jan 18, 2011

LatAm Weekly

Strong Growth in Brazil; Chile’s Central Bank on Hold

By Bertrand Delgado and Juan Lorenzo Maldonado Jan 14, 2011

Economic Research

Venezuela’s Export Volume Continues to Slip

By Juan Lorenzo Maldonado Jan 14, 2011

Asia Weekly

Taxes and Subsidies Shape End-of-Year Data Releases

By Michael Manetta, Mikka Pineda and Adam Wolfe Jan 13, 2011

Mena Focus

Fiscal Divergence Coming to MENA

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

Economic Research

Saudi Arabia and the GCC: Cooler Spending?

By Rachel Ziemba Jan 6, 2011

Economic Research

Still Not a Tiger: The Decline of Malaysia's Electronics Sector

By Michael Manetta Dec 29, 2010

Economic Research

Iraq: Nearing a Breakthrough on Politics, Oil Output Gains Far Off

By Rachel Ziemba Dec 16, 2010

Global Economic Outlook

Indonesia: 2011 Outlook

By Michael Manetta Dec 7, 2010

Economic Research

Ethanol Subsidies: Adding Fuel to the Fire?

By Gary Clark and Rachel Ziemba Nov 5, 2010

Economic Research

Nov 1 Data Release: Government Maneuvers Tame Thai Inflation

By Mikka Pineda Oct 28, 2010

Economic Research

Q4 2010 Scenario Analysis: On the Knife Edge

By Rachel Ziemba and Christian Menegatti Oct 11, 2010

Economic Research

Chile to Ease Peso’s Appreciation

By Bertrand Delgado and Juan Lorenzo Maldonado Oct 1, 2010

Mena Focus

Slow Growth in Sovereign Assets Ahead?

By Rachel Ziemba Sep 30, 2010

Economic Research

Mexico’s Recovery Still Sluggish

By Bertrand Delgado Sep 29, 2010

Economic Research

Argentina’s Domestic Demand Benefits from Loose Policy

By Bertrand Delgado Sep 29, 2010

Economic Research

Chile’s Industrial Production Surprises the Markets

By Bertrand Delgado and Juan Lorenzo Maldonado Sep 29, 2010

LatAm Weekly

Week Ahead (Week of September 6, 2010)

By Bertrand Delgado, Juan Lorenzo Maldonado, Alex Giron and Maria Paula Carvajal Sep 6, 2010

Mena Focus

Power Shortages Plague MENA

By Maya Rusinowicz and Rachel Ziemba Sep 1, 2010

LatAm Weekly

Brazil's Spending Remains High Before Election

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron 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

Strength in Numbers: How Export Diversification Can Help African Economies

By Jennifer Livingstone and Kavitha Cherian Aug 24, 2010

Economic Research

MENA Focus: Fearing a Food Crisis

By Ayah El Said, Maya Senussi and Rachel Ziemba Aug 18, 2010

LatAm Weekly

Lula's Protégé Dilma Rouseff Advances in Brazil Election

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 18, 2010

Economic Research

Europe Weekly Spotlight: Eurozone Q2 Growth; Is Germany Rebalancing?; Polls Near in Latvia and Sweden

By Elisa Parisi-Capone, Katharina Jungen, Mary Stokes, Parul Walia, David Rogovic and Eric Persson Aug 13, 2010

Economic Research

RGE Q3 2010 Energy Conference Call Replay

By With Shelley Goldberg and Rachel Ziemba Aug 12, 2010

Economic Research

MENA Focus: Impact of the Eurozone Debt Crisis

By Ayah El Said and Rachel Ziemba Jul 26, 2010

Global Economic Outlook

Global Outlook Update: Q3 2010

By RGE Analysts Jul 19, 2010

Global Economic Outlook

Base Metals: Q3 2010 Outlook

By Lee Hudson Teslik and Rachel Ziemba Jul 10, 2010

Global Economic Outlook

Agriculture: Q3 2010 Outlook

By Lee Hudson Teslik and Rachel Ziemba Jul 10, 2010

Global Economic Outlook

Energy Markets: Q3 2010 Outlook

By Rachel Ziemba and Mikka Pineda Jul 10, 2010

Economic Research

Europe Weekly Spotlight: Growth in Turkey, Austerity Beyond (even France)

By Elisa Parisi-Capone, Mary Stokes, Katharina Jungen, Mikko Forss, Parul Walia and David Rogovic Jun 25, 2010

Economic Research

The Costs of Oil Drilling

By Mikka Pineda and Gary Clark Jun 24, 2010

Economic Research

Deepwater Doesn't Mean a Double Dip

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

Economic Research

Australia’s Big, Bad Mining Tax: What’s at Stake?

By Mikka Pineda May 25, 2010

Economic Research

Will Steel's Recovery Galvanize Zinc?

By Mikka Pineda and Lee Hudson Teslik May 10, 2010

Global Economic Outlook

Commodities: Q2 2010 Outlook

By Mikka Pineda, Lee Hudson Teslik, and Rachel Ziemba Apr 12, 2010

Global Economic Outlook

Agriculture: Q2 2010 Outlook

By Lee Hudson Teslik Apr 12, 2010

Economic Research

Will Lead Take the Lead Among Base Metals?

By Mikka Pineda Mar 15, 2010

Economic Research

Will Silver Always Be Second to Gold?

By Mikka Pineda Feb 23, 2010

Economic Research

Latin America: What's Coming Up?

By Bertrand Delgado and Juan L. Maldonado Feb 19, 2010

Economic Research

Aluminum Illuminations: Prices and Fundamentals

By Mikka Pineda Feb 11, 2010

Global Economic Outlook

Natural Gas: Q1 2010 Outlook

By Rachel Ziemba and Mikka Pineda Jan 30, 2010

Global Economic Outlook

Oil: Q1 2010 Outlook

By Rachel Ziemba and Mikka Pineda Jan 30, 2010

Global Economic Outlook

Energy Markets: Q1 2010 Outlook

By Rachel Ziemba and Mikka Pineda Jan 30, 2010

Global Economic Outlook

Agriculture: Q1 2010 Outlook

By Monika Brown Jan 30, 2010

Global Economic Outlook

Gold: Q1 2010 Outlook

By Mikka Pineda Jan 30, 2010

Global Economic Outlook

Commodities: Q1 2010 Outlook

By Mikka Pineda, Rachel Ziemba and Monika Brown Jan 30, 2010

Global Economic Outlook

Base Metals: Q1 2010 Outlook

By Mikka Pineda Jan 30, 2010

Economic Research

Angola Tries Its Luck in Capital Markets

By Kavitha Cherian, Lee Hudson Teslik and Rachel Ziemba Dec 21, 2009

Economic Research

China Macro: 5Qs for 2010

By Adam Wolfe and Rachel Ziemba Dec 16, 2009

Economic Research

The New Bubble in the Barbarous Relic that Is Gold

By Nouriel Roubini Dec 11, 2009

Economic Research

How Much Unity in the United Arab Emirates?

By Michael Moran and Rachel Ziemba Dec 9, 2009

Economic Research

Nigerian Oil: Delta Ceasefire, Political Bottlenecks

By Lee Hudson Teslik Nov 3, 2009

Economic Research

Commodities Outlook, Q4 2009

By Monika Brown, Mikka Pineda & Rachel Ziemba Oct 7, 2009

Economic Research

Seeking Answers on Oil Market Volatility

By Monika Brown Sep 18, 2009

Economic Research

Will China Control the World's Rare Metals?

By Monika Brown Sep 14, 2009

Economic Research

Turkey's EU Dreams and European Energy Security: In the Pipeline?

By Jelena Vukotic Sep 10, 2009

Economic Research

Is Resource Nationalism Back?

By Rachel Ziemba Sep 9, 2009

Economic Research

OPEC and the Oil Market

By Rachel Ziemba Sep 3, 2009

Economic Research

Global Commodities Outlook, Q3 2009

By Mikka Pineda & Rachel Ziemba Jul 24, 2009

Economic Research

OPEC Cuts- Will They or Won't They?: A Post Mortem

By Rachel Ziemba Mar 15, 2009

Economic Research

China's Resource Buys

By Rachel Ziemba Feb 21, 2009

Economic Research

WTI, Brent, Dubai and Oil Price Benchmarks: Caveat Emptor

By Mikka Pineda Feb 2, 2009

Economic Research

WTI, Brent, Dubai as Oil Price Benchmarks: Caveat Emptor

By Mikka Pineda Feb 1, 2009

Economic Research

Can OPEC Stem the Downward Trend?

By Rachel Ziemba Oct 23, 2008

Economic Research

Whither the Oil Price?

By Rachel Ziemba Oct 12, 2008

Economic Research

Have We Passed the Turning Point for Oil?

By Rachel Ziemba Jul 18, 2008

Economic Research

Every Barrel Now Counts: What Prospects for More Oil Supplies?

By Rachel Ziemba Jul 2, 2008

Economic Research

Should Canada Save More of its Oil Windfall?

By Rachel Ziemba Jun 16, 2008

Economic Research

The Rising Specter of Global Stagflation?

By Christian Menegatti Jun 11, 2008

Economic Research

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

By Nouriel Roubini Jun 8, 2008

Economic Research

Explaining the Oil Price Boom

By Mikka Pineda and Rachel Ziemba May 31, 2008

Economic Research

Oil and Inflation on RGE

By Christian Menegatti May 28, 2008

Economic Research

Asia's $130 Oil and Subsidies

By Rachel Ziemba May 23, 2008

Economic Research

Brazil, OPEC and Oil Fundamentals

By Rachel Ziemba May 12, 2008

Economic Research

Globalization of the Natural Gas Market?

By Rachel Ziemba Apr 24, 2008

Economic Research

Energy Power Play: Courting Central Asia

By Jelena Vukotic Apr 23, 2008

Economic Research

Canadian Dollar and Oil: No Longer So Close

By Rachel Ziemba Apr 17, 2008

Economic Research

Petrodollar Recycling: Focus on the Banks

By Rachel Ziemba Apr 9, 2008

Economic Research

Are Sovereign Funds Buying into Energy?

By Rachel Ziemba Apr 7, 2008

Economic Research

Commodity Correction Postmortem

By Mikka Pineda Apr 3, 2008

Economic Research

Iran: Follow the (Oil) Money

By Rachel Ziemba Mar 13, 2008

Economic Research

Oil and Global Adjustment

By Brad Setser Feb 1, 2007

EconoMonitors

Finance & Markets Channel

Oil and Gasoline Prices

James Hamilton May 16, 2012

Finance & Markets Channel

Gold Is a Commodity, Not a Currency

Barry Ritholtz May 15, 2012

Finance & Markets Channel

Gasoline Prices Implied by Futures

Menzie Chinn May 15, 2012

Finance & Markets Channel

Highest & Cheapest Gas Prices by Country

Barry Ritholtz May 14, 2012

Global Macro Channel

The Intensifying Debate Over Food Security

Yves Smith May 9, 2012

Geostrategy Channel

Shale Gas Hype: Subprime 2.0?

Yves Smith May 7, 2012

Finance & Markets Channel

Weighing the Week Ahead: Here Come the Candidates

Jeffrey Miller May 6, 2012

Finance & Markets Channel

Weighing the Week Ahead: An Economic Turning Point?

Jeffrey Miller May 2, 2012

Dan Alpert's Two Cents

Earth to Paul Krugman

Daniel Alpert Apr 24, 2012

The Kapali Carsi

TV Time for Turkish economy and Syria

Emre Deliveli Apr 24, 2012

Finance & Markets Channel

What Happened to Peak Oil?

James Picerno Apr 24, 2012

Finance & Markets Channel

Gasoline Price Trends According to Futures

Menzie Chinn Apr 22, 2012

Finance & Markets Channel

A Primer on Peak Oil

Edward Harrison Apr 20, 2012

Finance & Markets Channel

A Ban on Oil Speculation?

James Hamilton Apr 18, 2012

Geostrategy Channel

Managing Strategic Petroleum Reserves

James Hamilton Apr 11, 2012

Geostrategy Channel

Replacing Iran's Oil Production

James Hamilton Apr 5, 2012

RGE Analysts

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

Christian Menegatti & Arnab Das Apr 3, 2012

Finance & Markets Channel

International Trade, an Enhanced Petroleum Transportation Network, and Gasoline Prices

Menzie Chinn Mar 30, 2012

Finance & Markets Channel

A Rational Reason for High Oil Prices

James Hamilton Mar 29, 2012

United States Channel

Why Do Gasoline Prices Differ Across U.S. States?

James Hamilton Mar 22, 2012

Peterson Institute for International Economics

Gasoline Prices and Electoral Politics in the Age of Unconventional Oil

Trevor Houser Mar 19, 2012

Geostrategy Channel

Strategic Petroleum Reserve to the Rescue

James Hamilton Mar 18, 2012

Ed Dolan's Econ Blog

Please, Secretary Chu, Retract your Retraction. High Gas Prices are Good. You Were Right the First Time.

Ed Dolan Mar 15, 2012

Nouriel Roubini's Global EconoMonitor

Scary Oil

Nouriel Roubini Mar 15, 2012

Finance & Markets Channel

Weighing the Week Ahead: The Energy Price Spike

Jeffrey Miller Mar 12, 2012

Finance & Markets Channel

Oil Prices and the U.S. Economy

James Hamilton Mar 7, 2012

Latin America Channel

The Future of Brazilian Ethanol

Shannon Oneil Mar 2, 2012

Finance & Markets Channel

Keystone Moving Forward

James Hamilton Mar 1, 2012

Finance & Markets Channel

Chris Cook: The Oil End Game

Yves Smith Feb 27, 2012

Finance & Markets Channel

Oil Prices - It's What Everyone Is Talking About

Tim Duy Feb 27, 2012

Finance & Markets Channel

Factors in the Recent Oil Price Increases

James Hamilton Feb 26, 2012

Finance & Markets Channel

Crude Oil and Gasoline Prices

James Hamilton Feb 23, 2012

Finance & Markets Channel

The Gas Wars

Robert Reich Feb 21, 2012

Finance & Markets Channel

Work-Arounds for the Politics of Keystone

James Hamilton Feb 20, 2012

Finance & Markets Channel

Is Gold Really an Inflation Hedge?

James Picerno Feb 16, 2012

RGE Analysts

High U.S. Gasoline Prices – Consumer Optimism or Otherwise?

Shelley Goldberg Feb 8, 2012

Finance & Markets Channel

Oil and Water

Walter Molano Feb 2, 2012

Geostrategy Channel

Iranian Oil Embargo

James Hamilton Jan 15, 2012

Finance & Markets Channel

Reducing Petroleum Consumption from Transportation

James Hamilton Jan 12, 2012

The Kapali Carsi

More on Turkish Monetary Policy

Emre Deliveli Jan 5, 2012

Finance & Markets Channel

Major Asset Classes, Performance Update

James Picerno Jan 3, 2012

RGE Analysts

Nigeria Lifting Fuel Subsidies: Needed but Implementation to be Challenging

Rachel Ziemba Jan 2, 2012

Finance & Markets Channel

Prediction Addiction: 2012 Edition

James Picerno Jan 2, 2012

Finance & Markets Channel

U.S. Net Exports of Petroleum Products

James Hamilton Dec 27, 2011

Finance & Markets Channel

Why the Global Shortage of Safe Assets Matters

David Beckworth Dec 20, 2011

United States Channel

Costs and Benefits of the Keystone XL Pipeline

James Hamilton Dec 19, 2011

Geostrategy Channel

The Southern Gas Corridor Gets a Kick-Start

Robert M. Cutler Dec 8, 2011

GMac

Ellis Video Interviews on Jobs, Equity Markets, and Copper Markets

Lincoln Ellis Dec 4, 2011

GMac

Ellis CNBC Video - Three Best Commodity Plays

Lincoln Ellis Dec 1, 2011

Finance & Markets Channel

Implications of the Recent Rise in Oil Prices

James Hamilton Nov 20, 2011

Finance & Markets Channel

This Is Why People Are Buying Gold Now

Edward Harrison Nov 9, 2011

Geostrategy Channel

Endgame Looms on the Caspian Sea Chessboard

Robert M. Cutler Nov 2, 2011

Global Macro Channel

Food Prices and the Seven Billionth Baby

Otaviano Canuto Nov 2, 2011

Finance & Markets Channel

Felix Zulauf: The Die Is Cast

Barry Ritholtz Oct 25, 2011

RGE Analysts

RGE's Shelley Goldberg Talks Commodities - CNBC

Shelley Goldberg Oct 23, 2011

Finance & Markets Channel

Weak Position Limits Can’t Tackle Speculation in Commodities

Kavaljit Singh Oct 19, 2011

Finance & Markets Channel

Saudi Arabia: When Surging Oil Demand Meets Limited Supply

Edward Harrison Oct 17, 2011

Global Macro Channel

Could Monetary Policy Mitigate the Real Effects of Oil Shocks?

James Hamilton Oct 16, 2011

GMac

Lincoln Ellis Bloomberg Videos - Commodities Are the New Bonds, Investment Strategy

Lincoln Ellis Oct 9, 2011

GMac

Commodities Are the New New Bonds

Lincoln Ellis Oct 3, 2011

Great Leap Forward

Commodities Bubble Interview

L. Randall Wray Sep 30, 2011

Ed Dolan's Econ Blog

Natural Gas Flaring, Carbon Taxes, and the Risk of Alien Invasion

Ed Dolan Sep 28, 2011

GMac

Bloomberg Interview on Current Market Conditions and Asset Allocation

Lincoln Ellis Sep 27, 2011

Great Leap Forward

Is the Commodities Bubble a Case of Index Speculation by Money Managers?

L. Randall Wray Sep 27, 2011

United States Channel

Too Much of a Good Thing?

James Picerno Sep 27, 2011

RGE Analysts

Response to Randy Wray's Biggest Commodity Bubble of All Time

Shelley Goldberg Sep 25, 2011

The Kapali Carsi

Weekly guest column: As the charade comes down

Emre Deliveli Sep 23, 2011

Great Leap Forward

The Biggest Commodity Bubble of All Time: Response to Critics

L. Randall Wray Sep 23, 2011

Emerging Markets Channel

Azerbaijan Set to Sell Gas to Ukraine

Robert M. Cutler Sep 23, 2011

Great Leap Forward

The Biggest Bubble of All Time: Commodities Market Speculation

L. Randall Wray Sep 21, 2011

Dan Alpert's Two Cents

Dear Paul (Krugman) Letter: Inflation Would be Dandy - But Try to Make it Happen

Daniel Alpert Sep 21, 2011

Finance & Markets Channel

More Thoughts on Peak Oil

James Hamilton Sep 20, 2011

Finance & Markets Channel

The Real Yield: A Critical Factor in the Current Climate

James Picerno Sep 12, 2011

Finance & Markets Channel

One of the Top Questions for Our Time: How Will Peak Oil Affect the Economy?

Fabius Maximus Sep 6, 2011

Efraim Chalamish's Economic Development and Security Blog

A Gold(en) Opportunity? The State Is Back

Efraim Chalamish Aug 30, 2011

RGE Analysts

RGE's Shelley Goldberg CNBC Video - 'Hurricane Irene's Impact Not as Bad as Thought'

Shelley Goldberg Aug 30, 2011

Geostrategy Channel

Fundamentals, Speculation, and Oil Prices

James Hamilton Aug 29, 2011

The Kapali Carsi

Odds and Ends on Turkey

Emre Deliveli Aug 28, 2011

RGE Analysts

RGE's Rachel Ziemba on Bloomberg: 'Libya's Frozen Assets to Take Time to Access'

Rachel Ziemba Aug 23, 2011

Dan Alpert's Two Cents

Speaking to the Emerging Markets: India

Daniel Alpert Aug 22, 2011

RGE Analysts

Japan’s Surging LNG Demand

Daniel Fink Aug 22, 2011

Ed Dolan's Econ Blog

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

Ed Dolan Aug 18, 2011

Finance & Markets Channel

The Flight to Gold

Dan Steinbock Aug 18, 2011

Finance & Markets Channel

An Old Debate, A Familiar Response: The Rebalancing Bonus Myth

James Picerno Aug 15, 2011

Finance & Markets Channel

The Case For Rebalancing Looks Compelling...Again

James Picerno Aug 11, 2011

The Kapali Carsi

Liveblogging Central Bank of Turkey Governor TV interview

Emre Deliveli Aug 8, 2011

Finance & Markets Channel

Weighing the Week Ahead: Paradise for Pundits

Jeffrey Miller Aug 7, 2011

GMac

The Debt Ceiling and Market Issues, and Bloomberg Interview

Lincoln Ellis Jul 28, 2011

Emerging Markets Channel

Saudi Arabia’s Other Major Crisis

Yadullah Ijtehadi Jul 27, 2011

GMac

Ellis Fox Business Interview - Why Gold Is a Ponzi Scheme

Lincoln Ellis Jul 26, 2011

Finance & Markets Channel

Weighing the Week Ahead: Time for a Debt Ceiling Deal

Jeffrey Miller Jul 25, 2011

GMac

All that Glitters

Lincoln Ellis Jul 19, 2011

Finance & Markets Channel

Weighing the Week Ahead: Assessing Risk

Jeffrey Miller Jul 18, 2011

Ed Dolan's Econ Blog

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

Ed Dolan Jul 15, 2011

The Kapali Carsi

Guest column: Waiting for the market’s Godot to arrive

Emre Deliveli Jul 9, 2011

Dan Alpert's Two Cents

Commodity Speculation, Monetary Policy and "Temporary Inflation"

Daniel Alpert Jul 6, 2011

Finance & Markets Channel

Technical Snapshot: Are Markets Overbought or Not?

Barry Ritholtz Jul 6, 2011

Peterson Institute for International Economics

The G-20’s Action Plan on Food Price Volatility and Agriculture

Juan Carlos Martinez Oliva Jul 5, 2011

Finance & Markets Channel

Oil Prices: Hanging in There

James Hamilton Jul 5, 2011

Geostrategy Channel

The Strategic Petroleum Reserve drawdown

James Hamilton Jun 28, 2011

GMac

Special Guest Post from Head of Linn Group Research Responding to Steve Rattner's NYT Op-Ed

Lincoln Ellis Jun 27, 2011

Global Macro Channel

Can Food Prices Be Stabilized?

Jeffrey Frankel Jun 27, 2011

GMac

CNBC Video: Ellis on Which Way the Market Is Headed

Lincoln Ellis Jun 24, 2011

Finance & Markets Channel

Making Jobs Priority One

James Hamilton Jun 23, 2011

RGE Analysts

CNBC Fast Money: RGE's Shelley Goldberg - Greek Crisis Impact on Commodities

Shelley Goldberg Jun 22, 2011

Asia Channel

Chinese Oil Demand

James Hamilton Jun 13, 2011

Asia Channel

The End of Cheap Goods?

Bradley Gardner Jun 13, 2011

Geostrategy Channel

The Significance of OPEC Announcements

James Hamilton Jun 10, 2011

Emerging Markets Channel

Inflation in the Middle East—Looking at the Right Numbers

Anoop Singh Jun 6, 2011

Finance & Markets Channel

Oil Price Manipulation

James Hamilton May 27, 2011

Asia Channel

China: Looking for Debt

Michael Pettis May 26, 2011

Ed Dolan's Econ Blog

Will Shifting Political Winds Finally Kill Ethanol Subsidies?

Ed Dolan May 18, 2011

Finance & Markets Channel

Commodity Prices and Paradigm Shifts

Rick Bookstaber May 17, 2011

Finance & Markets Channel

Irrationally Rational

Anantha Nageswaran May 16, 2011

Geostrategy Channel

Bad Reasons to Be Having Power Shortages

Bradley Gardner May 10, 2011

Nouriel Roubini's Global EconoMonitor

Nouriel Roubini and Tom Keene: Thinking Globally

Nouriel Roubini May 3, 2011

Geostrategy Channel

Food Inflation in China Is an Environmental, Not Economic, Problem

Bradley Gardner Apr 11, 2011

Finance & Markets Channel

Volatile Volatility

Eugenio Diaz-Bonilla Apr 7, 2011

Latin America Channel

Brazil: North by Due North

Walter Molano Mar 15, 2011

Emerging Markets Channel

The Day After Tomorrow: Commodities and Uncomfortable Natural Riches

Otaviano Canuto & Marcelo Giugale Mar 2, 2011

Finance & Markets Channel

Goods vs Services: A Tale of Two Inflations

Barry Ritholtz Feb 20, 2011

Geostrategy Channel

Update About the Potential for Another Year of Bad Harvests

Fabius Maximus Feb 10, 2011

Geostrategy Channel

Update About the Weather on the Sun. Perhaps Coming Soon to Earth, Visible in Your Local Supermarket.

Fabius Maximus Feb 10, 2011

Geostrategy Channel

Another Climate Wild Card: Solar Cycle 24, Perhaps Causing Food Riots During the Next Decade

Fabius Maximus Feb 2, 2011

Geostrategy Channel

Egypt, China and Famine Futures

London Banker Feb 2, 2011

Geostrategy Channel

Will Food Prices Continue to Rise, Destabilizing the Third World?

Fabius Maximus Feb 1, 2011

Nouriel Roubini's Global EconoMonitor

Stagflationary Risks Rise from the Arab Street

Nouriel Roubini Feb 1, 2011

Geostrategy Channel

Fannie and Freddie: My Most Libertarian Post Ever

James Kwak Jan 31, 2011

Nouriel Roubini's Global EconoMonitor

CNBC Roubini Interviews and Reports: Egypt Contagion Risks, U.S. Bond Vigilantes

Nouriel Roubini Jan 31, 2011

Geostrategy Channel

Recovering Lost Knowledge About Exhaustion of the Earth’s Resources (Such as Peak Oil)

Fabius Maximus Jan 30, 2011

Geostrategy Channel

Geopolitical Unrest and World Oil Markets

James Hamilton Jan 30, 2011

Geostrategy Channel

Turkmenistan-Afghanistan-Pakistan-India Gas Pipeline Gets Official Four-Way Go-Ahead

Robert M. Cutler Jan 24, 2011

Finance & Markets Channel

How Much Are Gasoline Prices Weighing on Consumers?

James Hamilton Jan 19, 2011

Finance & Markets Channel

Oil, Gold, Bonds for the Long Run?

Barry Ritholtz Jan 18, 2011

Finance & Markets Channel

U.S. Mint Reports Unprecedented Buying Spree of Physical Silver

Tyler Durden Jan 13, 2011

Geostrategy Channel

The First Oil Shock

James Hamilton Jan 12, 2011

Finance & Markets Channel

Are Oil Prices About to Undermine the Recovery?

Tim Duy Jan 10, 2011

Finance & Markets Channel

Petroleum Prices and the International Dimension

Menzie Chinn Dec 28, 2010

Finance & Markets Channel

Worrying About Oil Prices

James Hamilton Dec 9, 2010

Geostrategy Channel

Turkmenistan Signals Readiness for Nabucco

Robert M. Cutler Nov 28, 2010

Geostrategy Channel

More About Rising Food Prices (Perhaps One of the Big Trends of the Next Decade)

Fabius Maximus Nov 14, 2010

Geostrategy Channel

About the Coming Large Rise in Food Prices

Fabius Maximus Nov 12, 2010

Geostrategy Channel

Russo-Chinese Relations

Robert M. Cutler Nov 3, 2010

Emerging Markets Channel

Raising Competitiveness: Recipe for Tapping into the Middle East’s Growth Potential

Masood Ahmed Oct 29, 2010

Geostrategy Channel

Addressing External Vulnerabilities in the Oil-Importing Countries of the Caucasus and Central Asia

David Owen Oct 28, 2010

Finance & Markets Channel

Goldman: The Fed Needs to Print $4 Trillion in New Money

Tyler Durden Oct 25, 2010

Asia Channel

Clarifying the Rare Earths Hubbub

Bradley Gardner Oct 20, 2010

Geostrategy Channel

Kazakhstan-Russia Summit Seeks Deeper Cooperation

Robert M. Cutler Oct 18, 2010

Asia Channel

Gold and the Punchbowl

Claus Vistesen Oct 7, 2010

Finance & Markets Channel

Gold Hits Our $1350 Target; Now What?

Barry Ritholtz Oct 7, 2010

Finance & Markets Channel

Intrinsic Value of Fiat Currencies Under Siege by Gold

J Clinton Hill Oct 6, 2010

RGE Analysts

Happy Belated Birthday OPEC?

Rachel Ziemba Sep 15, 2010

Geostrategy Channel

Turkmenistan Confirms Shift Away from Russia

Robert M. Cutler Sep 8, 2010

Geostrategy Channel

The Black Sea's West Coast Weighs In on Caspian Sea Basin Pipelines

Robert M. Cutler Aug 31, 2010

Asia Channel

Asian Market Snapshot: Stocks Gain on Speculation Japan and U.S. Governments Will Support Growth

Ibrahim Gassambe Aug 30, 2010

Asia Channel

Asian Market Snapshot: Stocks Gained on Optimism About Corporate Earnings and Better than Expected U.S. Job Data

Ibrahim Gassambe Aug 27, 2010

RGE Analysts

Asian Market Snapshot: Most Stocks Rise on Cheap Valuation, Weaker Yen and Speculation Fed Will Act

Ibrahim Gassambe Aug 26, 2010

RGE Analysts

New Destinations for Zambian Copper?

Kavitha Cherian Aug 24, 2010

Geostrategy Channel

Food Security: Export Controls Are Not the Cure for Grain Price Volatility, but the Cause

Jeffrey Frankel Aug 24, 2010

RGE Analysts

Asian Market Snapshot: Most Stocks Fall Amid Speculation on U.S. Home Sales Report

Ibrahim Gassambe Aug 24, 2010

Asia Channel

Asian Market Snapshot: Stocks Fall over Concerns of Upcoming U.S. Data

Ibrahim Gassambe Aug 23, 2010

Asia Channel

Asia Market Snapshot: Stocks Fall for the First Time in Four Days on Weakening International Demand

Ibrahim Gassambe Aug 20, 2010

Asia Channel

Asian Market Snapshot: Stocks Rise on Speculation the BoJ Will Ease Monetary Policy

Ibrahim Gassambe Aug 19, 2010

Asia Channel

Asian Market Snapshot: Most Stocks Rise on U.S. Industrial Production and Strong Corporate Earnings

Ibrahim Gassambe Aug 18, 2010

RGE Analysts

Asian Market Snapshot: Most Stocks Rise on Gains in Australian Banks and Hong Kong Developers

Ibrahim Gassambe Aug 17, 2010

RGE Analysts

Asian Market Snapshot: Most Asian Stocks Fall on Declines in Japanese Growth

Ibrahim Gassambe Aug 16, 2010

RGE Analysts

Asian Market Snapshot: Stocks Gain on Encouraging Corporate Earnings Reports

Obinnaya Okwara Aug 13, 2010

RGE Analysts

Asian Market Snapshot: Markets Continue to Struggle on Growth Concerns

Obinnaya Okwara Aug 12, 2010

RGE Analysts

Asian Market Snapshot: Equities Fall as Weakening Condition of U.S. Economy Causes Concern

Obinnaya Okwara Aug 11, 2010

RGE Analysts

Asian Market Snapshot: Stocks Down on Weak Chinese Trade Data

Obinnaya Okwara Aug 10, 2010

RGE Analysts

Asian Market Snapshot: Stocks End Mostly Higher While Japanese Equities Fall

Obinnaya Okwara Aug 9, 2010

RGE Analysts

Asian Market Snapshot: Asian Stocks Mixed Amid Uncertain Global Economic Outlook

Obinnaya Okwara Aug 5, 2010

RGE Analysts

Asian Market Snapshot: Markets Mostly Up as Investor Concern over Global Recovery Eases

Obinnaya Okwara Aug 3, 2010

RGE Analysts

Asian Market Snapshot: Asian Stocks Rise on Strong Earnings Reports and Improved Forecasts

Obinnaya Okwara Aug 2, 2010

Geostrategy Channel

The Final Lesson of BP

Robert Reich Jul 29, 2010

RGE Analysts

Asian Market Snapshot: Markets Show Mixed Results on Bernanke’s Senate Testimony

Obinnaya Okwara Jul 22, 2010

RGE Analysts

Asian Market Snapshot: Most Asian Markets Gain as Earnings Reports Provide Optimistic Outlook

Obinnaya Okwara Jul 21, 2010

Geostrategy Channel

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

Joseph Mason Jul 20, 2010

Asia Channel

Asian Market Snapshot: Most Asian Markets Post Gains as Growth Forecast by ADB Boosts Confidence

Obinnaya Okwara Jul 20, 2010

Geostrategy Channel

Turkmenistan Diversifies Gas Export Routes

Robert M. Cutler Jul 19, 2010

Asia Channel

Asian Market Snapshot: Stocks Fall as Investor Sentiment Weakened on Concern over U.S. Recovery

Ibrahim Gassambe Jul 16, 2010

RGE Analysts

Asia Market Snapshot: Stocks Fell on Concern over Economic Recovery as China slows and U.S. Fed Cuts Growth Forecast

Ibrahim Gassambe Jul 15, 2010

Finance & Markets Channel

Mature-Market Bonds: Quo Vadis?

Prieur du Plessis Jun 24, 2010

Finance & Markets Channel

Gold and Inflation

James Hamilton Jun 14, 2010

RGE Analysts

Unpacking China's Trade Deficit

Rachel Ziemba Apr 12, 2010

Finance & Markets Channel

The Gold Bubble

Rick Bookstaber Mar 9, 2010

Geostrategy Channel

China and Metal - Playing the Long Game

China Economist Jan 4, 2010

Asia Channel

Inflation in China

James Hamilton Jan 4, 2010

Nouriel Roubini's Global EconoMonitor

Roubini's Latest Project Syndicate Op-Ed: The Gold Bubble and the Gold Bugs

Nouriel Roubini Dec 23, 2009

Nouriel Roubini's Global EconoMonitor

The New Bubble in the Barbarous Relic that Is Gold

Nouriel Roubini Dec 11, 2009

Finance & Markets Channel

Gold Market – Accident Waiting to Happen or Crime Scene?

Prieur du Plessis Oct 25, 2009

Asia Channel

Will China Control the World’s Rare Metals?

Monika Brown Sep 14, 2009

Finance & Markets Channel

Gold Passes $1,000

Barry Ritholtz Sep 8, 2009

Asia Channel

China Cutting Overcapacity

Edward Harrison Aug 27, 2009

Daily Digest

Analysis

Daily Breakfast Spread: India Current Account Deficit

DBS Group Research  May 23, 2012

News

Thailand will still be top rice exporter

Bangkok Post  May 22, 2012

Blogs

Real estate won’t be supporting Chinese steel demand much longer

FT Alphaville  Kate Mackenzie May 22, 2012

News

Lower petrol prices expected

Saigon Money  May 22, 2012

News

Firms cut pump prices anew

Business World Online  E. N. J. David May 22, 2012

News

Thailand to import rubber, Tokyo futures at week-high

Reuters  Apornrath Phoonphongphiphat May 21, 2012

Blogs

Chart of the week: China, India & gold

FT - beyondbrics  Rob Minto 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

Opinions

FE Editorial : Tackling the twin deficits

The Financial Express  May 21, 2012

News

Iran urged to adopt nuclear restrictions

Financial Times  James Blitz May 21, 2012

News

Mood sweetens as New York holds sugar dinner

Financial Times  Emiko Terazono May 21, 2012

News

Russian crop damage worries lift wheat

Financial Times  Emiko Terazono May 21, 2012

Blogs

Petrobras: gasping for air

Financial Times  May 21, 2012

News

Oil supply deal puts pressure on Iran

Financial Times  Javier Blas and Robin Harding May 21, 2012

News

China buyers defer raw material cargos

Financial Times  Javier Blas May 21, 2012

Blogs

Turkey: sabre-rattling over Cyprus gas

Financial Times  David O'Byrne May 18, 2012

News

Turkey increases gold exports to Iran

Zawya  May 20, 2012

Analysis

Iran and Oil Scenarios Update: Cooling for Now

RGE  Rachel Ziemba and Gary Clark May 18, 2012

Analysis

DBS Daily Breakfast Spread: India Rupee Depreciation

DBS Group Research  May 18, 2012

News

Battered rupee highlights India woes

The Financial Times  James Crabtree May 18, 2012

Analysis

Whither the Gold Safe Haven?

RGE  Gary Clark May 18, 2012

News

Negative US sentiment fuels gold rally

Financial Times  Emiko Terazono May 18, 2012

News

Japan pushes Asia gas price close to high

Financial Times  Javier Blas May 18, 2012

Analysis

Foreign Portfolio Investments Surge in April

Bangko Sentral ng Pilipinas  May 18, 2012

News

Thai Food Export To Decline On Higher Costs

Thailand Business News  Aishwarya Gupta May 17, 2012

News

'Hot money' cut by half to $772 million in 4 months

Business World Online  Lawrence Agcaoili May 18, 2012

News

Rupee hits record low on India worries

The Financial Times  James Crabtree May 17, 2012

News

Wobbly rupee complicates RBI efforts

The Financial Express  May 17, 2012

News

India reducing oil imports from Iran

The Financial Express  May 17, 2012

News

FM signals tough measures for hard times, austerity coming

Business Standard  May 17, 2012

News

Turkey close to Azeri gas deal

Financial Times  Daniel Dombey May 17, 2012

News

Crude slips to six-month low

Financial Times  Gregory Meyer May 17, 2012

News

Shell warns on US natural gas bounce

Financial Times  Guy Chazan May 17, 2012

News

Fears of US farmland bubble echo history

Financial Times  Javier Blas May 17, 2012

News

China injects vigour into carbon debate

Financial Times  Leslie Hook and Pilita Clark May 17, 2012

Opinions

Column : RBI can’t save the rupee

The Financial Express  Ila Patnaik May 17, 2012

News

DBS Bank cuts inflation forecast as fuel prices ease

Business World Online  Kathleen A. Martin May 17, 2012

News

Thailand signs MoU with Angola

Bangkok Post  May 17, 2012

Blogs

What happens if the Chinese government cracks down on all copper ‘financing deals’?

Financial Times Alphaville  Izabella Kaminska May 16, 2012

News

Attack of the zombie refineries

Financial Times  Javier Blas May 16, 2012

News

Brazil sugar production costs rise

Financial Times  Joe Leahy May 16, 2012

News

Corn and soya battle for US acreage

Financial Times  Javier Blas May 16, 2012

News

Repsol sues Argentina over YPF seizure

Financial Times  Jude Webber May 16, 2012

News

Korea Faces Halt of Oil Imports from Iran

The Chosunilbo  May 16, 2012

News

Kuwait risks exhausting oil savings by 2017: IMF

Al Arabiya  May 15, 2012

News

Rice panel approves funds to buy secon

The Nation  Petchanet Pratruangkrai May 15, 2012

News

Asia-Pacific Growth To Decline In 2012, But Remains Growth Pole Of World Economy

Thailand Business News  Nadjib Mohamed May 14, 2012

Analysis

Export/Import Price Indices during April 2012

The Bank of Korea  May 15, 2012

News

Hungary MOL to cut fuels prices this week again

portfolio.hu (free registration required)  May 14, 2012

News

Ministry to ask producers to freeze prices for 4 months

The Nation  Petchanet Pratruangkrai May 14, 2012

Analysis

Romania: Weekly Financial Focus - May 11

Erste Group Research  May 11, 2012

News

IEA sees pick-up in global oil demand

Fianncial Times  Guy Chazan May 11, 2012

News

IEA sees pick-up in global oil demand

Financial Times  Guy Chazan May 11, 2012

News

UN arm sees Phl economy growing by 4.8% this year

The Philippine Star  Lawrence Agcaoili May 11, 2012

News

Record US corn crop set to ease prices

Financial Times  Emiko Terazono May 10, 2012

News

Gold falls on eurozone growth concern

Financial Times  Emiko Terazono May 10, 2012

News

Chevron and Shell near Ukraine gas deals

Financial Times  Roman Olearchyk May 10, 2012

News

Fear miners set to fall off ‘supercycle’

Financial Times  Helen Thomas and Jack Farchy May 10, 2012

News

Asia Exports Slowdown Adds Pressure for Growth Measures

Bloomberg  Shamim Adam May 10, 2012

News

GCC to benefit from rising oil prices

Khaleej Times  Abdul Basit May 10, 2012

News

Azerbaijan's natural gas pipeline to wealth

The National  April Yee May 09, 2012

News

Iraq oil industry experiences new boom

The Washington Post  Ben Van Heuvelen May 09, 2012

News

Sweet things in store for sugar industry

The Nation  Achara Deboonme May 09, 2012

News

Global rice harvest higher this year: FAO

The Nation  May 08, 2012

News

Thai drought could drive up global sugar prices

The Nation  Petchanet Pratruangkrai May 08, 2012

News

China Cuts Gasoline, Diesel Prices

The Wall Street Journal  Wayne Ma May 08, 2012

News

Consumers turn to noodles as rice price soars

The Jakarta Post  May 08, 2012

News

Gold drops below $1,600

Financial Times  Jack Farchy May 08, 2012

News

TNK-BP may join Rosneft in Arctic quest

Financial Times  Guy Chazan May 08, 2012

News

Clinton warns India over Iranian oil

Financial Times  James Fontanella-Khan May 08, 2012

News

Experts warn of investment bubbles

Viet Nam News  May 08, 2012

News

Bahrain to spend US$15bn on developing oil, gas

Arabian Business  May 07, 2012

News

Palm Oil Posts Biggest Weekly Loss This Year on Malaysian Output

Bloomberg  Swansy Afonso May 04, 2012

News

$1.4 bln package to assist Vietnam firms unveiled

Vietnam Investment Review  May 07, 2012

News

Developers adopt new survival strategies

Viet Nam News  Thien Ly May 07, 2012

News

Inflation rates may trend higher from April to June

Business Mirror  Jun Vallecera May 07, 2012

Analysis

Inflation Outlook Remains Manageable in Q1 2012

Bangko Sentral ng Pilipinas  May 04, 2012

News

Uganda: High oil prices continue to challenge inflation fight

Daily Monitor (Uganda)  Martin Luther Oketch May 03, 2012

News

Japan nears nuclear shutdown

Financial Times  Javier Blas May 03, 2012

News

Mongolia eyes new foreign investment law

Financial Times  Leslie Hook May 03, 2012

Opinions

Russia’s Growing Influence in Ukraine: Economics and Energy

Jamestown Foundation  Taras Kuzio May 02, 2012

News

Sudan oil flows again

The Peninsula  May 03, 2012

News

Russia slaps high taxes on gas companies

The Peninsula  May 03, 2012

News

Iran's Oil Output at Lowest Level in 20 Years .

Wall Street Journal  Benoit Faucon May 02, 2012