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RGE Analysis

Medicine for Europe's Sinking South

By Nouriel Roubini and Arnab Das Feb 04, 2010

Global Imbalances: Q1 2010 Outlook

By Rachel Ziemba Jan 30, 2010

The People’s Bank of China and the Road Not Taken

By Adam Wolfe and Rachel Ziemba Jan 25, 2010

Global Imbalances Outlook, Q4 2009

Rachel Ziemba Oct 07, 2009

Global Imbalances Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

GCC Investments: A Change of Fortune

Rachel Ziemba Jan 14, 2009

Can Russia Avoid a Hard Landing?

Rachel Ziemba Nov 28, 2008

Is There an Oil Price and Where Is It?

Rachel Ziemba Sep 11, 2008

One Year Later, Still Crunch Time

Christian Menegatti, Elisa Parisi-Capone and Rachel Ziemba Aug 22, 2008

Still Petro-Dollars

Rachel Ziemba Jun 09, 2008

Focus on the Middle East

Christian Menegatti May 14, 2008

Russia Goes Global

Rachel Ziemba May 05, 2008

Tracking GCC Savings and Borrowings

Rachel Ziemba Apr 27, 2008

EconoMonitors

Global Macro EconoMonitor

Martin Wolf: China, Germany Commiting World to Deflation

Yves Smith Mar 17, 2010

Global Macro EconoMonitor

Can External Pressure Precipitate Change in a Command Economy Like China?

Edward Harrison Mar 17, 2010

Emerging Markets Monitor

How Will an RMB Revaluation Affect China, the US, and the World?

Michael Pettis Mar 17, 2010

RGE Analysts' EconoMonitor

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

Adam Wolfe and Rachel Ziemba Mar 17, 2010

Emerging Markets Monitor

China's Reserves - What Are They Good For - Not As Much As You Think

China Economist Mar 9, 2010

Peterson Institute for International Economics Monitor

How Best to Boost U.S. Exports

C. Fred Bergsten Mar 4, 2010

Emerging Markets Monitor

Stuck in Neutral – What Japan’s Rebalancing Can Teach Us

Michael Pettis Mar 4, 2010

RGE Analysts' EconoMonitor

Exit Strategy Has begun in Brazil, Inflation Surprised to the Downside in Mexico

Bertrand Delgado and Juan Lorenzo Maldonado Feb 25, 2010

Asia EconoMonitor

Japan: GDP - Exports - Manufacturing - Autos - Toyota

Rebecca Wilder Feb 24, 2010

Emerging Markets Monitor

What the PBoC Cannot Do with Its Reserves

Michael Pettis Feb 22, 2010

Global Macro EconoMonitor

Unwinding Global Imbalances

Yves Smith Feb 17, 2010

Asia EconoMonitor

Rising Wages in China are a Good Thing

Michael Pettis Feb 16, 2010

Emerging Markets Monitor

Emerging Market Bubbles are Essential for Global Stabilization

Arun Motianey Feb 16, 2010

Nouriel Roubini's EconoMonitor

RGE's Wednesday Note - Global Trade in Recovery Mode

Arpitha Bykere Feb 10, 2010

Emerging Markets Monitor

I have to Side with China on this One

Rebecca Wilder Feb 8, 2010

US EconoMonitor

Budget Sense and Nonsense

James Kwak Feb 2, 2010

Peterson Institute for International Economics Monitor

How the United States Can Become an Export Giant

Steve Weisman and Howard F. Rosen Feb 2, 2010

Peterson Institute for International Economics Monitor

A Growing US-China Rift

Nicholas R. Lardy and Steve Weisman Jan 14, 2010

Emerging Markets Monitor

China's Trade Balance Points to Inflation

Rebecca Wilder Jan 11, 2010

Emerging Markets Monitor

Everyone Wants to Talk about Currencies

Michael Pettis Jan 11, 2010

Global Macro EconoMonitor

Exchange Rate Regime of Systemically Important Countries

Ajay Shah Jan 4, 2010

Emerging Markets Monitor

China New Year, and One More Vote for GDP-Adjusted Bonds

Michael Pettis Jan 4, 2010

Europe EconoMonitor

A Record Breaking Year - For all the Wrong Reasons

David Smith Dec 29, 2009

Global Macro EconoMonitor

The Prospects for Global Imbalances: A View from the IMF

Menzie Chinn Dec 28, 2009

Emerging Markets Monitor

The Pace of Change

Michael Pettis Dec 28, 2009

US EconoMonitor

Gravity will Drag the $U.S.

Rebecca Wilder Dec 23, 2009

Global Macro EconoMonitor

Exit Strategy? Eastbound

Roberto Tamborini Dec 17, 2009

Asia EconoMonitor

Is Urban Migration the Solution to China’s Problems?

Michael Pettis Dec 15, 2009

Peterson Institute for International Economics Monitor

The Dollar and the Deficits: How Washington Can Prevent the Next Crisis

C. Fred Bergsten Dec 9, 2009

Global Macro EconoMonitor

Savings Gluts and Bubbles

Mark Thoma Dec 4, 2009

Emerging Markets Monitor

Parting the Bamboo Curtain Part 2 - Rescuing the Dragon

Satyajit Das Dec 2, 2009

Europe EconoMonitor

Rebalancing in the Baltics - A Preliminary Assessment

Claus Vistesen Nov 25, 2009

Emerging Markets Monitor

China and the American Jobs Machine

Mark Thoma Nov 17, 2009

Emerging Markets Monitor

China Lambastes Dollar “Carry Trade,” Diverting Attention from Its Currency Manipulation

Yves Smith Nov 16, 2009

Emerging Markets Monitor

China Slams U.S. for Inflating Global Asset Prices Via Carry Trade

Edward Harrison Nov 15, 2009

US EconoMonitor

If the Fed is Looking to Inflate Away Problems, What Should Asia Do?

Edward Harrison Nov 11, 2009

US EconoMonitor

Sustainable Growth?

Tim Duy Nov 3, 2009

Nouriel Roubini's EconoMonitor

A Balanced Global Diet

Nouriel Roubini Oct 28, 2009

Emerging Markets Monitor

Chinese Railways and Speculating Pig Farmers

Michael Pettis Oct 26, 2009

US EconoMonitor

Guest Post: Global Rebalancing: The G20 and Bernanke Versions

Yves Smith Oct 26, 2009

Emerging Markets Monitor

US Angling to get Chinese to Revalue Renminbi

Edward Harrison Oct 16, 2009

Emerging Markets Monitor

Currency Depreciation and Global Imbalances

Michael Pettis Oct 12, 2009

Europe EconoMonitor

Spain's Current Account Deficit Folds in on Itself

Edward Hugh Oct 7, 2009

Emerging Markets Monitor

More Trade Tensions, and the Very Limited Advantage of Relative Poverty

Michael Pettis Oct 1, 2009

Emerging Markets Monitor

The Coming Clash in Savings

Michael Pettis Sep 22, 2009

US EconoMonitor

On the G20 Agenda

Tim Duy Sep 22, 2009

US EconoMonitor

You Cannot Be Serious: US Strategy for the G20

Simon Johnson Sep 21, 2009

Emerging Markets Monitor

China’s Retail Sales Growth Figures are not Consumption Growth Figures

Michael Pettis Sep 16, 2009

Peterson Institute for International Economics Monitor

America Cannot Resolve Global Imbalances on Its Own

C. Fred Bergsten and Arvind Subramanian Sep 9, 2009

Emerging Markets Monitor

China Cuts Holding of U.S. Treasury Securities

Edward Harrison Aug 19, 2009

Peterson Institute for International Economics Monitor

China’s Undervalued Currency

Nicholas R. Lardy and Steve Weisman Aug 11, 2009

Emerging Markets Monitor

What Should Have Been Discussed During the SED Meetings (Part 1)

Michael Pettis Aug 10, 2009

Daily Digest

Analysis

Import Prices Swing on Petroleum Costs

Wachovia  Mar 17, 2010

Blogs

How Much Of The World Is In a Liquidity Trap?

Paul Krugman  Mar 17, 2010

Blogs

Capital Export, Elasticity Pessimism, and the Renminbi

Conscience of a Liberal  Paul Krugman Mar 16, 2010

Opinions

China and Germany unite to impose global deflation

Financial Times  Martin Wolf Mar 16, 2010

Analysis

Morocco looks to the sun to meet its energy needs

Economist  Mar 16, 2010

News

Jordan's trade deficit widens 11.5 pct in Jan

Maktoob  Mar 16, 2010

Blogs

US Criticism Of China to Intensify

Credit Writedowns  Mar 16, 2010

News

Germany and France clash over Greek rescue package

Times  Carl Mortished Mar 16, 2010

News

Foreign trade detailed data in 2009

Statistical Office of the Slovak Republic  Mar 12, 2010

News

Romania: January 2010 Balance of Payments and External Debt

National Bank of Romania  Mar 15, 2010

Analysis

Poland: January CA at EUR -0.71bn

ERSTE Bank  Mar 15, 2010

Opinions

Is China's Politburo spoiling for a showdown with America?

Telegraph  Ambrose Evans-Pritchard Mar 14, 2010

Analysis

Romania: Industry and exports up in January

ERSTE Bank  Mar 12, 2010

News

Estonian January Trade Deficit Was Narrowest in Seven Months

Bloomberg  Ott Ummelas Mar 12, 2010

News

Turkey’s Current Account Gap Widens

Hurriyet  Mar 11, 2010

Analysis

Turkey: Balance of Payment Developments, January 2010

Central Bank of the Republic of Turkey  Mar 11, 2010

News

Venezuela's external debt increases 32 percent to USD 61.63 billion

El Universal  Victor Salmeron Mar 5, 2010

News

Foreign trade deficit of Lithuania grew 2.8 times in January 2010

Baltic course  Jonas Markelevičius Mar 10, 2010

News

Hungary Q4 09 GDP suggests ongoing, but slow recovery

Portfolio.hu (free registration may be required)  Mar 10, 2010

Analysis

Algeria: 2009 Article IV Consultation IMF Staff Report

International Monetary Fund  Mar 2, 2010

Analysis

Republic of Congo: 2009 IMF Staff Report

International Monetary Fund  Feb 25, 2010

Blogs

European Trade: Being Germany

Free exchange  Mar 10, 2010

Analysis

Turkey Monthly Economic Review: March 2010

Isbank   Mar 1, 2010

News

Brazil Raises Tariffs on U.S. Goods, to Break Patents (Update3)

Bloomberg  Mark Drajem and Iuri Dantas Mar 8, 2010

Analysis

Japan Balance of Payments, January 2010 (Preliminary)

Ministry of Finance  Mar 8, 2010

News

Czech Trade Beats Estimates on Renewed Demand Abroad

Bloomberg  Peter Laca and Krystof Chamonikolas Mar 8, 2010

Analysis

Romania: GDP contracted by 7.1% in 2009, analyst confirms 1% 2010 GDP growth forecast

Eurobank Research  Ioannis Gkionis and EFG Eurobank Research Mar 8, 2010

News

Hungary revises 2009 trade surplus sharply downward

Portfolio.hu (free regisration may be required)  Mar 5, 2010

Analysis

Scrapping bonus expiration to hurt Czechs and Slovaks most

KBC Banking and Insurance  Jan Bures Mar 5, 2010

Analysis

The Politics of Debt in Zimbabwe

Seeking Alpha  Mar 4, 2010

Analysis

Lithuania: Country forecast summary

Economist Intelligence Unit  Mar 3, 2010

News

Mauritius 2009 trade deficit shrinks 12 pct

Reuters  Mar 2, 2010

Analysis

Korea: Current account outlook

DBS Group Research  Ma Tieying Mar 1, 2010

Analysis

Slovakia: Country Outlook

Economist Intelligence Unit  Mar 1, 2010

Analysis

Australia QIV current account deficit (CAD) rose $2.7bn to $17.5bn

Commonwealth Bank  Michael Workman Mar 1, 2010

Analysis

Australia: Increase in current account deficit in trend terms - up $2.9b to $17.5b

Australian Bureau of Statistics  Mar 1, 2010

News

Slovakia: Current account gap markedly lower in 2009

Czech Business Weekly  Mar 1, 2010

News

Ukraine Faces EU Pressure to Conclude Pact With IMF

Bloomberg  James G. Neuger Mar 1, 2010

Analysis

Global imbalances: Are emerging markets the new guest at the party?

VoxEU  Ari Aisen and Dalibor Eterovic Feb 26, 2010

Opinions

Economic rebalancing is coming, whatever the EU wants

German Marshall Fund  Feb 2, 2010

Analysis

Gambia: 2010 IMF Staff Report

International Monetary Fund  Mar 9, 2010

Analysis

Emerging Economies: overview of country risk

BNP Paribas  Guy Longueville - François Faure Jun 16, 2009

News

S.Africa's trade account swings into deficit

Reuters  Feb 26, 2010

Analysis

Canada's balance of international payments

Statistics Canada  Feb 26, 2010

Analysis

Estonia: The next EMU candidate has earned a fair assessment

Deutsche Bank Research  Gunter Deuber and Nicolaus Heinen Feb 25, 2010

Analysis

Germany’s Chinese New Year and What to Do About It

Eurointelligence  Adam S. Posen Feb 24, 2010

News

Taiwan Posts Record Balance Of Payments Surplus

Wall Street Journal  Crystal Hsu Feb 23, 2010

Analysis

Fuel imports soar in oil exporter Venezuela

Reuters  Brian Ellsworth and Marianna Parraga Feb 17, 2010

Analysis

Current Account Balance Estimates for Emerging Market Economies

IMF  Jordi, Alun Thomas, Leandro Medina and Prat Feb 22, 2010

News

Despite crisis, Manila racks up $6.2b in current account surplus

Manila Standard Today  Roderick T. dela Cruz Feb 22, 2010

News

PH: IMF sees higher reserves for RP this year

Business Mirror  Jimmy Calapati Feb 22, 2010

News

Manila c.bank sees 2010 $4.5 bln current acct surplus

Reuters  Karen Lema Feb 22, 2010

News

AU: A quick return to surplus could show the world the way

The Australian  Michael Stutchbury Feb 20, 2010

Analysis

South Africa: Economic activity gearing up

Standard Bank  Feb 19, 2010

Analysis

Turkey: Balance of Payments Report (2009 III)

Central Bank of the Republic of Turkey  Feb 19, 2010

Blogs

Thinking the Unthinkable: What if China Devalues the Renminbi?

naked capitalism  Marshall Auerback Feb 18, 2010

Analysis

A call to expand offshore market of renminbi

VoxEU  Richard Olsen Feb 19, 2010

Analysis

Qatar: IMF's 2009 Staff Report

International Monetary Fund  Feb 17, 2010

Analysis

Qatar: IMF's 2009 Consultation

International Monetary Fund  Feb 17, 2010

News

Euro-Area Trade Surplus Moves Up Sharply

Haver Analytics  Robert Brusca Feb 17, 2010

News

PH: RP sustains dollar surplus at start of 2010

Manila Times  Feb 18, 2010

Analysis

Europe economy: Competitiveness concerns

Economist Intelligence Unit  Feb 16, 2010

Blogs

G7 consumption growth: Implications for recovery and global imbalances

VoxEU  Ashoka Mody and Franziska Ohnsorge Feb 17, 2010

News

Chile Copper Exports Doubled in January on Price Gain (Update1)

Bloomberg  Eduardo Thomson Feb 16, 2010

Analysis

Latest Macroeconomic Developments, Turkey: February 2010

Garanti Bank  Feb 9, 2010

News

Colombian Exports Rose 7.6% To $3.19B In Dec 09 From Dec 08

Wall Street Journal  Inti Landauro Feb 11, 2010

Analysis

Turkey: Balance of Payment Developments in 2009

Central Bank of the Republic of Turkey  Feb 11, 2010

Analysis

Chile: Q1 2010 Outlook

RGE  Bertrand Delgado Feb 11, 2010

Analysis

Global Imbalances and the Collapse of Globalised Finance

Centre for European Policy Studies  Anton Brender and Florence Pisani Feb 10, 2010

Analysis

Who pays for the weak renminbi?

VoxEU  Arvind Subramanian Feb 11, 2010