skip to main content

Current Account

Featured Content

RGE STRATEGY VIEW

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

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

United States: External Sector

U.S. Trade Deficit Continues to Widen as Imports Remain Resilient

RGE ANALYSIS

Savers v. Spenders: Balancing the Global Recovery

By Nouriel Roubini Jun 16, 2010

Russia: Trade and External Balance

Russia's Current Account Surplus Narrowing Again?

China: Current Account

China's Current Account Surplus Jumps 30% in Q2 2010

Brazil: Current Account

What Is the Path of Brazil's External Accounts and Debt Dynamics?

Canada: Exports

Canadian Trade Balance Deteriorates Further in June 2010

Australia: External Balance

How Will Russia's Wheat Shortage Affect Australian Agriculture?

Responses to Global Imbalances

Is There a Need for International Monetary Reform Through a Multilateral Exchange Rate Mechanism?

Asia/Pacific

Pakistan: External Accounts

Are Pakistan’s Current Account Risks Easing in 2010?

Pakistan : South Asia : Asia/Pacific : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance :

China: Export Sector

Chinese Trade Surplus Widens in July: How Sustainable?

Chinese Reserve Growth Eases as Capital Outflows Balance Trade-Related Inflows

China : North East Asia : Asia/Pacific : Emerging Markets : Macro View : Current Account : External Balance : International Trade and Globalization :

Malaysia: External Account

Did Malaysian Export Growth Peak in July?

Is Malaysia Failing to Attract FDI?

Malaysia : South East Asia : Asia/Pacific : Emerging Markets : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance : International Trade and Globalization :

China: Current Account

China's Current Account Surplus Jumps 30% in Q2 2010

Foreign Direct Investment Strengthens in China

China : North East Asia : Asia/Pacific : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance :

Global Fiscal Stimulus Measures

What's in Japan's Fiscal Stimulus Packages?

Beyond the Extension of Jobless Benefits, Any Support From Fiscal Stimulus in 2010?

North East Asia : Pacific : South East Asia : Taiwan : United Kingdom : Advanced Economies : Asia/Pacific : Europe : North America : Macro View : Current Account : Current Financial Crisis : External Balance : Fiscal Policy : IMF and International Economic Institutions :

New Zealand: External Accounts

Is New Zealand's Current Account Deficit Bottoming Out?

How Long Will New Zealand's Current Account Deficit Continue to Shrink?

New Zealand : Pacific : Asia/Pacific : Macro View : Current Account :

Responses to Global Imbalances

Is There a Need for International Monetary Reform Through a Multilateral Exchange Rate Mechanism?

Is the U.S. Being Inconsistent by Pushing China to Increase FX Appreciation But Not the Gulf?

Asia/Pacific : Middle East and Africa : North America : Macro View : Current Account : External Balance :

Australia: External Balance

How Will Russia's Wheat Shortage Affect Australian Agriculture?

Australian Exports to Fall After Commodity Stockpiling Ends?

Australia : Pacific : Asia/Pacific : Macro View : Current Account : External Balance :

Europe

Turkey: External Accounts

Turkey's Current Account Deficit: Widening Continues in June 2010

Turkish Exports: Sluggish Recovery Expected in 2010

Turkey : Emerging Markets : Europe : Macro View : Current Account : External Balance : International Trade and Globalization :

Russia: Trade and External Balance

Russia's Current Account Surplus Narrowing Again?

Russia's Customs Union Plan An Excuse to Stall WTO Membership

Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Macro View : Current Account : Energy Security and Supply Risks : External Balance : International Trade and Globalization :

Global Fiscal Stimulus Measures

What's in Japan's Fiscal Stimulus Packages?

Beyond the Extension of Jobless Benefits, Any Support From Fiscal Stimulus in 2010?

North East Asia : Pacific : South East Asia : Taiwan : United Kingdom : Advanced Economies : Asia/Pacific : Europe : North America : Macro View : Current Account : Current Financial Crisis : External Balance : Fiscal Policy : IMF and International Economic Institutions :

Eastern Europe: External Accounts

Eastern Europe: Will High Current Account Deficits Return?

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : South East Europe : Europe : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance :

Spain's Growing Current Account Deficit

Spain's Stock Market Faces Bleak Prospects

Spanish House Prices: Still Room to Fall?

Spain : Europe : Macro View : Current Account :

Latin America

Brazil: Current Account

What Is the Path of Brazil's External Accounts and Debt Dynamics?

Brazil Now Investment Grade, Say All Three Major Rating Agencies

Brazil : Emerging Markets : Latin America : Macro View : Current Account : External Balance :

The Andes: External Accounts

How Are Andean Current Accounts Faring?

Free Trade Agreements Between Andean Countries and the Rest of the World

Andean : Bolivia : Colombia : Ecuador : Peru : Latin America : Macro View : Current Account : External Balance : International Trade and Globalization :

Middle East and Africa

South Africa: External Balance

South Africa’s Trade Balance Improved Through July

How Much Will South Africa's Current Account Widen in 2010, After Narrowing in 2009?

South Africa : Middle East and Africa : Macro View : Current Account : External Balance :

Dubai's Debts

Will Creditors Accept Dubai World's Terms?

How Will Dubai Inc Meet Its Financing Needs in 2010?

Gulf Cooperation Council : United Arab Emirates : Frontier Markets : Middle East and Africa : Macro View : Markets : Current Account : External Balance : FX Reserves and Sovereign Wealth : Government Bonds :

Iraq: Economic Profile

Slow Coalition-Building Progress Exacerbates Iraqi Tension

Iraq's Economy Still Fragile Despite Oil Price Climb?

Iraq : Middle East and Africa : Geostrategic and Long Term Issues : Macro View : Current Account : External Balance : Growth Outlook and Business Cycle : Monetary Policy and Inflation :

Responses to Global Imbalances

Is There a Need for International Monetary Reform Through a Multilateral Exchange Rate Mechanism?

Is the U.S. Being Inconsistent by Pushing China to Increase FX Appreciation But Not the Gulf?

Asia/Pacific : Middle East and Africa : North America : Macro View : Current Account : External Balance :

North America

United States: External Sector

U.S. Trade Deficit Continues to Widen as Imports Remain Resilient

U.S. TIC Data: Not Much of a Flight to Safety in May?

United States : North America : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance : International Trade and Globalization :

Canada: Exports

Canadian Trade Balance Deteriorates Further in June 2010

Canada's Current Account Deficit Widens in Q2 2010

Canada : North America : Macro View : Current Account : External Balance : International Trade and Globalization :

Foreign Purchases of U.S. Assets

U.S. TIC Data: Not Much of a Flight to Safety in May?

Will China Keep Buying U.S. Assets?

United States : North America : Macro View : Current Account : External Balance : FX Reserves and Sovereign Wealth :

Global Fiscal Stimulus Measures

What's in Japan's Fiscal Stimulus Packages?

Beyond the Extension of Jobless Benefits, Any Support From Fiscal Stimulus in 2010?

North East Asia : Pacific : South East Asia : Taiwan : United Kingdom : Advanced Economies : Asia/Pacific : Europe : North America : Macro View : Current Account : Current Financial Crisis : External Balance : Fiscal Policy : IMF and International Economic Institutions :

Responses to Global Imbalances

Is There a Need for International Monetary Reform Through a Multilateral Exchange Rate Mechanism?

Is the U.S. Being Inconsistent by Pushing China to Increase FX Appreciation But Not the Gulf?

Asia/Pacific : Middle East and Africa : North America : Macro View : Current Account : External Balance :

U.S. International Investment

United States : North America : Current Account : Current Financial Crisis : External Balance : Systemic Risk, Vulnerabilities and Asset Bubbles :

RGE Analysis

CROSS ASSET MONTHLY

Credit: Who Gets Their Pound of Flesh?

David Nowakowski Aug 31, 2010

CROSS ASSET MONTHLY

Currencies: The End of Exuberance

Natalia Gurushina Aug 31, 2010

CROSS ASSET MONTHLY

Fixed Income: Unconventional Policies Create Uncertainty

Arun Motianey Aug 31, 2010

CROSS ASSET MONTHLY

Equities: Über Competitive Germany

Gina Sanchez Aug 31, 2010

CROSS ASSET MONTHLY

Executive Summary: States of Flux: Stay Risk Averse

Arnab Das Aug 31, 2010

CROSS ASSET MONTHLY

Financial Institutions: Cracks in the EZ Façade

Jennifer Kapila Aug 31, 2010

LATAM FOCUS

Brazil’s Spending Remains High Before Election

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Aug 27, 2010

RGE STRATEGY VIEW

Struggling to Break Free: Rising Correlations Part II

By David Nowakowski and Natalia Gurushina Aug 25, 2010

LatAm Focus: Brazil’s Inflation Reaches Bottom; Mexico on a Rocky Growth Path

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

Turkey’s Current Account Deficit: Mind the Gap

By Mary Stokes and David Rogovic Aug 24, 2010

LatAm Focus: Colombia Pushes Forward While Venezuela Surprises to the Upside

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 20, 2010

LatAm Focus: Lula’s Protégé Dilma Rouseff Advances in Brazil Election

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 18, 2010

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

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

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

LATAM FOCUS

Mexico and the U.S. Together for the Good Times and Bad

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 11, 2010

LATAM FOCUS

Tightening Cycle to Continue in Chile and Peru

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 4, 2010

MENA Focus: Grasping for a New Normal for MENA Credit

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

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

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

RGE STRATEGY VIEW

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

LatAm Focus: Brazil Shifts to Dovish While Mexico Stays Neutral

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 30, 2010

LatAm Focus: Brazil's Current Account Deficit Widens

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 28, 2010

RGE STRATEGY VIEW

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

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

RGE STRATEGY FLASH

Eurozone BoP: April Was Benign, Will May Be Malignant?

By David Nowakowski Jun 22, 2010

Medicine for Europe's Sinking South

By Nouriel Roubini and Arnab Das Feb 4, 2010

GLOBAL ECONOMIC OUTLOOK

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 7, 2009

Global Imbalances Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

GCC Investments: A Change of Fortune

Rachel Ziemba Jan 14, 2009

The D-Word Pops Up Again in Japan: How Temporary?

Mary Stokes Dec 8, 2008

Can Russia Avoid a Hard Landing?

Rachel Ziemba Nov 28, 2008

Sovereign Wealth Funds: Tallying the Losses (Again)

Rachel Ziemba Nov 26, 2008

How Risky is Turkey's Current Account Deficit?

Mary Stokes Oct 14, 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

Should Canada Save More of its Oil Windfall?

Rachel Ziemba Jun 16, 2008

Still Petro-Dollars

Rachel Ziemba Jun 9, 2008

Focus on the Middle East

Christian Menegatti May 14, 2008

Russia Goes Global

Rachel Ziemba May 5, 2008

Tracking GCC Savings and Borrowings

Rachel Ziemba Apr 27, 2008

Petrodollar Recycling: Focus on the Banks

Rachel Ziemba Apr 9, 2008

The Instability of the Bretton Woods 2 Regime

Rachel Ziemba Jul 15, 2007

The Chinese Conundrum: External Financial Strength, Domestic Financial Weakness

Brad Setser Apr 15, 2006

The Unsustainability of the U.S. Twin Deficits: Risks and Vulnerabilities in the Global Economy

Nouriel Roubini Apr 1, 2006

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

Nouriel Roubini and Brad Setser Feb 1, 2005

EconoMonitors

Europe EconoMonitor

Why Germany's Rebound Is Not Such Good News

Yves Smith Aug 30, 2010

Emerging Markets Monitor

Have We Underestimated Chinese Consumption?

Michael Pettis Aug 30, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note: Mind the (Current Account) Gap

Mary Stokes and David Rogovic Aug 25, 2010

RGE Analysts' EconoMonitor

Turkey’s Dependence on Imported Energy: A Structural Weakness?

Mary Stokes and David Rogovic Aug 24, 2010

Global Macro EconoMonitor

Household Saving Rates in the U.S., UK, and Germany: (Possibly) Light at the End of the Tunnel

Rebecca Wilder Aug 20, 2010

Europe EconoMonitor

Nope, It's Not Enough for the Weakest of the "Zone"

Rebecca Wilder Aug 18, 2010

US EconoMonitor

Trade Deficit Explodes

Tim Duy Aug 12, 2010

Emerging Markets Monitor

Chinese Consumption and the Japanese “Sorpasso”

Michael Pettis Aug 11, 2010

Emerging Markets Monitor

Widening Chinese Trade Surplus Increases Pressure to Intervene

Yves Smith Aug 10, 2010

Europe EconoMonitor

One Chart to Rule Them All, One Chart to Find Them (Out)

Edward Hugh Aug 9, 2010

Global Macro EconoMonitor

Income Inequality, International Payments Imbalances, and Crises

Mark Thoma Jul 28, 2010

Latin America Economonitor

Is Brazil Overheating?

Edward Harrison Jul 27, 2010

Europe EconoMonitor

Turkey’s (un)Holy Trinity

Emre Deliveli Jul 19, 2010

US EconoMonitor

Deficit Widens, Again

Tim Duy Jul 14, 2010

Emerging Markets Monitor

The Capital Tsunami Is a Bigger Threat Than the Nuclear Option

Michael Pettis Jul 14, 2010

Emerging Markets Monitor

US-China Pressure May Escalate Sooner Rather Than Later

Yves Smith Jul 1, 2010

Global Macro EconoMonitor

The G20's China Bet

Simon Johnson Jul 1, 2010

Emerging Markets Monitor

The RMB Has Moved, Now How About Those Other Things

Bradley Gardner Jun 29, 2010

US EconoMonitor

More on Competitive Currency Devaluations

Edward Harrison Jun 24, 2010

Emerging Markets Monitor

Interpreting China's FX Regime Change

Nouriel Roubini Jun 23, 2010

Emerging Markets Monitor

China, Day One

Tim Duy Jun 22, 2010

Emerging Markets Monitor

Why China’s Currency Announcement Is Hokum

Robert Reich Jun 21, 2010

Emerging Markets Monitor

On China and the Yuan

Daniel Alpert Jun 21, 2010

Global Macro EconoMonitor

When Should Fiscal Tightening Begin?

Barry Ritholtz Jun 21, 2010

Emerging Markets Monitor

China Moves. Or Not.

Tim Duy Jun 21, 2010

Emerging Markets Monitor

China’s Renminbi Announcement: A Big Headfake

Yves Smith Jun 20, 2010

Global Macro EconoMonitor

China: Where's the Inflation?

Michael Pettis Jun 16, 2010

Global Macro EconoMonitor

Rising Global Imbalances Likely to Precipitate New Crises

Yves Smith Jun 10, 2010

Emerging Markets Monitor

The Exchange Rate/Interest Rate Dilemma in Brazil

Antonio Carlos Lemgruber Jun 1, 2010

Global Macro EconoMonitor

More on the European Impact

Tim Duy May 24, 2010

Global Macro EconoMonitor

Are you ready for the United States of Germany?

Michael Pettis May 10, 2010

RGE Analysts' EconoMonitor

The IMF on Imbalances: Back to Business as Usual?

Rachel Ziemba Apr 23, 2010

Global Macro EconoMonitor

Chinese Savings and the Wealth Effect

Michael Pettis Apr 20, 2010

Emerging Markets Monitor

China's Recent Trade Deficit: Is What You Yuan What You're Gonna Get?

Edward Hugh Apr 19, 2010

RGE Analysts' EconoMonitor

Unpacking China's Trade Deficit

Rachel Ziemba Apr 12, 2010

Asia EconoMonitor

Who Will Pay for China’s Bad Loans?

Michael Pettis Apr 8, 2010

Emerging Markets Monitor

How Will U.S. Savings Rate Rise if You Don’t Penalize Consumption?

Michael Pettis Apr 4, 2010

Asia EconoMonitor

Be Careful of Bilateral Trade Numbers

Michael Pettis Mar 29, 2010

Peterson Institute for International Economics Monitor

Correcting the Chinese Exchange Rate: An Action Plan

C. Fred Bergsten Mar 25, 2010

Emerging Markets Monitor

Flexible Exchange Rates and the Domestic Savings Rate

Antonio Carlos Lemgruber Mar 23, 2010

Emerging Markets Monitor

China's Got Options

Rebecca Wilder Mar 23, 2010

Global Macro EconoMonitor

Ludicrous Claims About the Renminbi

Models & Agents Mar 22, 2010

Emerging Markets Monitor

This Is the Problem with China’s Currency Peg

Edward Harrison Mar 19, 2010

Global Macro EconoMonitor

RMB Politics Boiling Over

Rachel Ziemba Mar 18, 2010

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

News

CAD Widens but No Worries as Export Bounces Back to Double Digits

Today’s Zaman  Sep 02, 2010

News

Bulgaria's New Wheat Sales Doubled in 2010 on Russian, Ukrainian Drought

Bloomberg  Elizabeth Konstantinova Sep 02, 2010

Research

Sustainable Real Exchange Rates in the New EU Member States: What did the Great Recession Change?

IMF  Aleš Bulíř, Kateřina Šmídková and Jan Babecký Sep 02, 2010

News

Hungary: External trade, detailed results January-June 2010

Hungarian Statistical Office  Sep 01, 2010

News

UPDATE 1-Mexico inflation outlook falls, growth up in poll

Reuters  Patrick Rucker Sep 01, 2010

News

Indonesia`s exports in July up 1.32 Percent

Antara News  Sep 01, 2010

News

Serbia: Summer season adds to fragile foreign trade volumes

Raiffeisen Research  Sep 01, 2010

News

Slovakia’s current account deficit deepens to €399.5 million after five months

Slovak Spectator  Aug 31, 2010

Analysis

Turkey’s Current Account Deficit: Mind the Gap

Roubini Global Economics  Mary Stokes and David Rogovic Aug 24, 2010

Opinions

How Germany is Undermining the Economic Recovery of the U.S. and the European Union

The New Republic  Noam Scheiber Aug 30, 2010

Blogs

On The Shoulders Of Giants – How Spain Is Destined To Follow In Germany’s Footsteps

A Fistful of Euros  Edward Hugh Aug 31, 2010

Analysis

S&P Downgrades Ghanaian Sovereign Risk Rating Citing Fiscal Uncertainties

Global Insight  Aug 30, 2010

Analysis

Textile Exports, 2010: Thriving amid Intense Competition

Kasikorn Research  Aug 27, 2010

Analysis

Deceiving Deficit

BNZ  Craig Ebert Aug 30, 2010

News

July trade deficit bigger than expected

Share Chat  Aug 30, 2010

Analysis

Canadian Current Account for Q2 2010: A Picture of What Lies Ahead

CIBC  Krishen Rangasamy Aug 30, 2010

News

Dairy boosts July export values

Statistics New Zealand  Geoff Bascand Aug 30, 2010

Analysis

Current Account Widens On Growing Trade Deficit

TD Bank Economics  Francis Fong Aug 30, 2010

Analysis

Canada’s Current Account: Crimson Tide

BMO Capital Markets  Douglas Porter Aug 30, 2010

Analysis

Canada's balance of international payments Q2 2010

Statistics Canada  Aug 30, 2010

News

July current account surplus nears record

JoongAng Daily  Ho-jeong Lee Aug 28, 2010

News

South Korea Current Account Surplus Reaches 16-Month High on Won Weakness

Bloomberg  William Sim and Eunkyung Seo Aug 27, 2010

News

S Korea: Balance of Payments during July 2010 (preliminary)

The Bank of Korea  Aug 27, 2010

News

Factory Exports Near Pre-Crisis Levels: Govt

The Jakarta Globe  Eny Wulandari Aug 26, 2010

News

Singapore's industrial output up 9.9% on-year in July

Channel News Asia  Ryan Huang and Mok Fei Fei Aug 26, 2010

News

Indonesia economy: Consumer confidence weakens slightly

EIU  Aug 25, 2010

Analysis

Indonesia economy: Economic growth accelerated in Q2

EIU  Aug 25, 2010

Analysis

Indonesia economy: The government records a budget surplus

EIU  Aug 25, 2010

Analysis

Daily Breakfast Spread - August 26, 2010

DBS Group Research  Aug 26, 2010

News

S Korea: Household Credit Trends (The second quarter of 2010)

The Bank of Korea  Aug 26, 2010

Opinions

China Faces a Difficult Economic Transition

Carnegie Endowment for International Peace  Michael Pettis Aug 25, 2010

Analysis

Romania’s External Debt Sustainability Under Crisis Circumstances

Romanian Journal of Economics  Gheorghe Zaman and George Georgescu Aug 25, 2010

News

Exports Driven Thai economy likely to expand 7% in 2010

Thailand Business News  Aug 23, 2010

Analysis

External Trade Performance - June 2010

National Statistics Office, Republic of the Philippines  Aug 25, 2010

News

Vietnam: Apparel export up 16pct

Intellasia  Aug 25, 2010

News

Palm Oil Futures Drop to One-Month Low After Malaysian Exports Decline

Bloomberg  Thomas Kutty Abraham Aug 25, 2010

News

UPDATE 1-Argentina trade surplus shrinks 34 pct in July

Reuters  Aug 24, 2010

Analysis

Demographics are upsetting the balance of capital flows

Financial Times  John Plender Aug 24, 2010

News

Pakistan exports grow by 27.2pc

Pakistan Observer  Aug 24, 2010

News

India plans to review its export sector by 2010 end: Anand Sharma

The Economic Times  Aug 24, 2010

Analysis

July Thai-China Trade Deficit Up 110.5% on Ebbing Exports

Kasikorn Research  Aug 23, 2010

News

Slovak GDP spikes in second quarter

The Slovak Spectator  Aug 24, 2010

Opinions

The Yen’s Lesson for the Yuan

New York Times  Lee M. Sands and Joseph A. Massey Aug 24, 2010

News

Pakistain: GDP shrinks by 2.5 percent

Business Recorder  Aug 23, 2010

Opinions

India: A policy of extensions

Business Standard  Aug 23, 2010

News

India's Iron Ore Exports May Drop 38% on Karnataka State Ban, Group Says

Bloomberg  Abhishek Shanker Aug 23, 2010

Analysis

Croatia: Budget rebalance to be discussed by end of August; Czech Republic: GDP in line, possible upward revision on Germany GDP surprise; Hungary: GDP growth halted q/q; Poland: June C/A gap widened; Romania: GDP back to positive territory

ERSTE Bank  Aug 13, 2010

Blogs

The Shape of Bulgarian Things to Come

Fistful of Euros  Edward Hugh Aug 23, 2010

News

India makes a strong pitch to push Indian exports

The Economic Times  Aug 20, 2010

News

July export rises 20% y-o-y

National News Bureau of Thailand  Santibhap Ussavasodhi Aug 20, 2010

Opinions

Bashing Beijing Will Not Help Our Trade Deficit

Wall Street Journal  Robert C. Pozen Aug 20, 2010

News

Turkey moves towards investment grade status

Financial Times  Delphine Strauss Aug 19, 2010

News

China SAFE: Q2 Current Account Surplus +30% Y/Y At $70.5 Bln

iMarket News  Aug 19, 2010

News

Thai Export Growth Slows Amid Risks to Global Rebound

Bloomberg  Suttinee Yuvejwattana Aug 19, 2010

News

Value of goods imported up $0.8b (5%) to $18.7b

Australian Bureau of Statistics  Aug 19, 2010

News

Expanding Middle Class to Help Cut Asia's Dependence on Exports, ADB Says

Bloomberg  Kartik Goyal Aug 19, 2010

News

India: Exports rise 13.2% in July, trade deficit widens

Business Standard  Aug 18, 2010

News

Indonesia`s exports may decline next year

Antara News  Aug 18, 2010

News

Exports 2H10 Plagued by Weak US Economy…GSP Helpful

Kasikorn Research  Aug 18, 2010

News

Germany Ignores Soros as Exports Boom at Consumers' Expense

Bloomberg  Holger Elfes and Jana Randow Aug 18, 2010

News

China Currency Reforms May Mark Start of `Financial Big Bang,' Nomura Says

Bloomberg  Aug 18, 2010

News

India: Trade gap widens to $13 bn in July as exports drop

The Economic Times  Aug 17, 2010

News

Korea Reports Trade Surplus for 6th Month in Row

The Chosun Ilbo  Aug 17, 2010

News

Malaysia's Economic Expansion Probably Slowed Amid Risks to Asian Exports

Bloomberg  Shamim Adam and Michael Munoz Aug 17, 2010

News

India's July Exports Grew at Slowest Pace in Six Months as Demand Weakened

Bloomberg  Kartik Goyal Aug 17, 2010

Analysis

Poland weekly Review: June C/A deficit widened to EUR 1.0 bn on dividend payments to foreign investors

BRE Bank  Aug 13, 2010

Analysis

BOFIT Weekly: Finnish exports of machinery & equipment to Russia down this year; other exports up; Russian energy exports on the rise; July economic figures indicate expected slowdown; Inflation accelerated in July; housing prices show signs of stabilizin

Bank of Finland  Aug 13, 2010

Analysis

Turkey Market Watch: The Fiscal Rule Saga, Part III; June CA Deficit – The Uptrend Continues

Seker Securities  Aug 12, 2010

Analysis

U.S. Trade Deficit Deepest Since 2008

Haver Analytics  Tom Moeller Aug 12, 2010

Blogs

Geography And China’s Surplus

Conscience of a Liberal  Paul Krugman Aug 11, 2010

Opinions

Watch China’s coasts, not its currency

Financial Times  Yukon Huang Aug 10, 2010

Blogs

U.S. Trade Deficit: A perfect storm

Free exchange, Economist  Aug 11, 2010

Opinions

“It is not that we became fake exporters although Turkey has a solid industrial policy”

TEPAV  Guven Sak Aug 11, 2010

Analysis

Turkey: Balance of Payment Statistics (June 2010)

Centrak Bank of the Republic of Turkey  Aug 11, 2010

News

Turkey June Current-Account Gap Grew to $3.3 billion

Bloomberg  Ali Berat Meric and Benjamin Harvey Aug 11, 2010

Analysis

Exports to ASEAN, 2H10: Growing with FTA Benefits

Kasikorn Research  Aug 09, 2010

News

Export growth goal raised to 20% $190bn possible in light of world recovery

Bangkok Post  Aug 10, 2010

Analysis

Merchandise Export Performance - June 2010

National Statistics Office, Republic of the Philippines  Aug 10, 2010

News

Peru's natural gas production grew by 49.62% in Jan-Jul 2010

ANDINA  Aug 08, 2010

Analysis

Turkey Market Watch: June Industrial Production Out Today; Treasury’s Busy Monthly Auction Schedule Starts this Week; June Current Account is out Wednesday

Seker Securities  Aug 09, 2010

Blogs

Spain's Current Account Deficit: One Chart To Rule Them All, One Chart To Find Them (Out)

A Fistful of Euros  Edward Hugh Aug 07, 2010

Analysis

Renminbi Undervaluation, China's Surplus, and the US Trade Deficit

Peterson Institute for International Economics  William R. Cline Aug 06, 2010

Analysis

On the problems of macroeconomic imbalances in the euro area

Deutsche Bundesbank  Aug 04, 2010

Opinions

The war of the think tanks

Hurriyet  Emre Deliveli Aug 09, 2010

Analysis

Serbia: Quite reddish BoP due to weak FDI’s and low borrowings from abroad

Raiffeisen Research  Aug 05, 2010

News

Hungary’s trade surplus rises to preliminary €567 mln in June

Budapest Business Journal  Aug 06, 2010

News

Hungary: External trade first estimates January-June 2010

Hungarian Statistical Office  Aug 06, 2010

News

Czech Republic: External Trade June 2010: Imports grew faster than exports markedly

Czech Statistical Office  Aug 06, 2010

Analysis

Renminbi Undervaluation, China’s Surplus, and the US Trade Deficit

Peterson Institute for International Economics  William Cline Aug 2010

News

Australia Has Record Trade Surplus on Coal Demand

Bloomberg  Jacob Greber Aug 04, 2010

News

Uruguay’s exports in seven months increase 23% and reach 3.9 billion USD

Merco Press  Aug 04, 2010

RGE Global Outlook Update


Table of Contents


Economic Outlooks:
 Global | U.S. | Japan
China | Eurozone
Germany | France | UK
India | Brazil


Global Issues
Growth & CPI | Commodities

Top 10 Most Read

1. Executive Summary: States of Flux: Stay Risk Averse
2. Approaching a Dangerous Stall Speed
3. The Big Picture: It Will Get Worse Before it Gets Better
4. U.S. Industrial Production Rises; Mixed Signals From Regional Surveys
5. Wen Ex Machina
6. Power Shortages Plague MENA
7. China's PMIs Signal a Moderation, Not a Hard Landing
8. Commodities: No Pain, No Grain
9. U.S. Home Prices: Any Signs of an Impending Double Dip?
10. Australian GDP Growth: Still Going Strong in 2010

FEATURED ANALYSIS

Recent Articles:
LatAm Focus: Brazil’s Industrial Output Disappoints; Dilma Favorite for Presidency

Week Ahead (Week of August 30, 2010)

Brazil’s Spending Remains High Before Election

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

FEATURED Critical ISSUE

Featured Briefing Image

Featured Analysis

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

Prajakta Bhide and Christian Menegatti Jul 30, 2010

“Looking forward, without further assistance from federal transfers, further cuts at the state and local levels will drag down total government spending, which is expected to become a drag on growth early next year. ”

Featured EconoMonitor Post

Global Macro EconoMonitor

Watch this (Fiscal) Space: Assessing Room for Fiscal Maneuver in Advanced Countries

Jonathan D. Ostry Sep 1, 2010

Public debt sustainability in most advanced

[...]

FEATURED @ RGE

United States: Oil Production and Supply

Another Rig Explosion in the Gulf of Mexico: Will it Affect U.S. Oil Production?

Eurozone: Economic Profile

Eurozone Grows 1% q/q in Q2 on Broader Base

Arnab Das 8/31/2010

Sweden: Economic Profile

Sweden Continues Rate Hikes in September, More to Come in 2010

Australia: Economic Profile

Australian GDP Growth: Still Going Strong in 2010

ROUBINI FEEDBACK FORUM

What Do You Think?
Weigh in on Roubini.com's new look or report any problems you encounter.

Website Feedback Content Feedback