-
- Key Views
- Our Research
- Our Thoughts
- Region
- Topic
-
Log In
Log In to Your Account
You must be logged in to access premium content.
If you are a client, please login now.
If you are a new user, please click here to register.
If you have a Client Code, please enter it here to activate your client account.
Roubini Global Economics, LLC has revised its Terms of Use and Privacy Policy, effective October 1, 2009. A summary of the changes is here. If you do not agree to these changes, please cancel your account immediately. Failure to cancel your account within 30 days of the first time this notice is presented to you will mean that you agree to the changes.
Current Financial Crisis
Economic Research
VIEW MORE >>What's On Nouriel's Mind
From Argentina to Greece: Crisis in the Global Architecture of Orderly Sovereign Debt Restructurings
By Nov 28, 2012
What's On Nouriel's Mind
Clearing the Fog of Uncertainty: September 6 ECB Meeting and New Bond-Purchase Program
By Sep 5, 2012
What's On Nouriel's Mind
Europe Trip Report: Policy Makers’ Next Moves Could Make or Break the Union
By Aug 9, 2012
What's On Nouriel's Mind
After the Summit: Takeaways From Policy Meetings in the Eurozone
By Jul 11, 2012
Economic Research
Eurozone Crisis Dashboard: Fall in Eonia Swap Rate Points to ECB Rate Cut
By Jul 4, 2012
The Big Picture
Between a Rock and a Hard Place: Trying to Scale the G20 and EZ Summits
By Jun 29, 2012
What's On Nouriel's Mind
Who Will Exit First? Grexit, Fixit, Quitaly, Going Dutch or a German D-Euro?
By Jun 26, 2012
What's On Nouriel's Mind
Searching for Common Ground: Policy Meetings With ECB and EZ Leaders
By Jun 13, 2012
Global Macro-Market Outlook
Germany Outlook: Private Consumption to Drive Economic Growth
By May 28, 2012
What's On Nouriel's Mind
A Growth Compact—A 12-Point Plan to Jump-Start Eurozone Growth
By May 21, 2012
What's On Nouriel's Mind
Greece Should Default and Exit the Eurozone Through an Orderly Divorce Process
By May 14, 2012
What's On Nouriel's Mind
Can the U.S. Consumer Remain the Spender of Last Resort in the Global Slowdown?
By May 8, 2012
Economic Research
All Washed Up in Washington: Key Takeaways From an Unscripted IMF Spring Meeting
By Apr 24, 2012
What's On Nouriel's Mind
A Balance-Sheet Recession Calls for Monetized Fiscal Deficits, Not Fiscal Austerity
By Apr 3, 2012
Global Macro-Market Outlook
Switzerland Outlook: Economy Stabilizes, but EZ Crisis Drains Optimism
By Mar 14, 2012
Conference Call
Conference Call Replay: EZ Political Risks—Policy and Economic Implications; Navigating Stormy Waters
By Mar 13, 2012
What's On Nouriel's Mind
A Sweet Greek PSI Deal Transfers the Bulk of Future Losses to the Official Sector
By Mar 6, 2012
Global Macro-Market Outlook
Greece Outlook: Immediate Disaster Thwarted, Growth Prospects Still Grim
By Mar 5, 2012
Economic Research
EZ Divorce: The Negotiation Phase—The Political-Economy of an Amicable Divorce
By Jan 31, 2012
Economic Research
EZ Divorce: Implementation Phase—Macroeconomic Management of EZ Exits
By Jan 31, 2012
Economic Research
EZ Divorce: Financial and Real-Economy Impact—Managing the Financial System
By Jan 31, 2012
Europe Weekly
Greek PSI and the ECB; EZ Yield Curves; EZ PMIs; UK Double Dip; Hungarian Monetary Policy; EZ Calendar
By Jan 27, 2012
Europe Weekly
Reassessing the EFSF; Hungarian Politics; Turkish Fiscal Policy; EZ Calendar
By Jan 20, 2012
Economic Research
Italy's Long-Term Bond Auction on December 29: Start-Gun For a Challenging Q1 2012
By Dec 28, 2011
Europe Weekly
EZ Pitfalls in 2012; Italian GDP; New Spanish Government; Swedish Monetary Policy; Hungarian, Polish Banks; EZ Calendar
By Dec 23, 2011
North America Weekly
Looking at U.S. 2012 Fiscal Drag and Q4 GDP, Revisiting EZ Risks; Gauging Canadian Inflation, GDP and Bank Performance
By Dec 19, 2011
Europe Weekly
EU Summit Special: Ratification Risks; UK Veto; IMF Fire Power; EZ Calendar
By Dec 16, 2011
Economic Research
Chronicles of a Crash Foretold: Updating RGE’s Medium-Term Scenarios for China
By Dec 16, 2011
Europe Weekly
ECB Meeting; EZ Crisis Impact on UK; Russian Elections; Turkish Inflation; Italian Fiscal Austerity; EZ Calendar
By Dec 9, 2011
Europe Weekly
German, Global Central Bank, ECB Moves to Solve EZ Crisis; EZ Yield Curves; Hungarian Monetary Policy; Scandinavian Growth; EZ Calendar
By Dec 2, 2011
Economic Research
Macro Adjustment, the Geyser Way: Icelandic Lessons for the EZ Periphery
By Nov 25, 2011
Europe Weekly
EZ Crisis Response; Eastern Europe Banks; ECB Monetary Policy; Hungary and the IMF; Belgian Politics; EZ Calendar
By Nov 25, 2011
Asia Weekly
Thailand Monetary Policy and Inflation, Philippines Monetary Policy, India GDP
By Nov 24, 2011
Conference Call
Conference Call Highlights: Can the EZ Be Brought Back From the Brink?
By Nov 17, 2011
LatAm Weekly
Mexico Inflation Report; Chile Q3 GDP and Monetary Policy; Colombia Activity Indicators; Peru GDP
By Nov 14, 2011
Economic Research
Why the ECB's Monetary Policy Threatens the Eurozone, and Why It Needs a Higher Inflation Target
By Nov 9, 2011
Economic Research
Four Options to Address the Eurozone's Stock and Flow Imbalances: The Rising Risk of a Disorderly Break-Up
By Nov 1, 2011
Global Macro-Market Outlook
Germany Outlook Update: From Supercharged Growth to Near-Stagnation
By Oct 31, 2011
Conference Call
Conference Call Replay: Eurozone in Crisis: Summit Response–What Really Can We Expect?
By Oct 27, 2011
Economic Research
Sub-Saharan Africa's Vulnerabilities to EZ Crisis: Beyond Trade and Aid
By Oct 26, 2011
Economic Research
Waiting for the Wednesday Summit: Progress Report on EFSF Leverage Options, Bank Recaps and Greece
By Oct 24, 2011
Economic Research
Low Inflation in EZ Core Threatens Periphery’s Efforts to Regain Competitiveness
By Oct 21, 2011
Europe Weekly
UK’s MPC Meeting; Norway’s Monetary Policy; Portugal’s Budget Plan; Hungary’s Credit Rating; Russia’s Retail Sales; EZ Calendar
By Oct 21, 2011
Economic Research
Last Shot on Goal: Will Eurozone Leaders Succeed in Ending the Crisis?
By Oct 21, 2011
LatAm Weekly
Brazil’s Monetary Policy; Mexico, Colombia and Peru’s Activity Indicators; Venezuela’s Debt
By Oct 17, 2011
Europe Weekly
Slovakia Ratifies EFSF; EZ Inflation Peaks; UK Unemployment to Rise; Poland’s Fiscal Overhaul
By Oct 14, 2011
Economic Research
Global Economic Insecurity and Inequality Breeds Social and Political Instability
By Oct 12, 2011
LatAm Weekly
Monetary Policy and Industrial Activity in Mexico; Chile to Remain On Hold; Colombia's Central Bank Minutes
By Oct 10, 2011
North America Weekly
U.S. Q3 GDP Anemic, Recession Musings; Canada: Growth Set to Slow; Labor Market Continues to Soften
By Oct 3, 2011
Europe Weekly
Germany's EFSF Ratification; Sarkozy's Dwindling Re-Election Hopes; Poland's Currency Intervention
By Sep 30, 2011
Economic Research
The Age of Crisis: Down and Out Depression in D.C.—RGE on the IMF/WB Annual Meetings
By Sep 26, 2011
Europe Weekly
UK QE2; Hungarian Financial Stability Concerns; Swedish Policy Bullets; Swiss Currency Strength; Irish Growth Outlook
By Sep 23, 2011
Economic Research
Are Those Who Make History Condemned to Repeat It, Tipping Us Into Depression Again?
By Sep 21, 2011
Global Macro-Market Outlook
Middle East and North Africa Outlook Update: Global Storm Exacerbates Transition
By Sep 21, 2011
Global Macro-Market Outlook
Colombia Outlook Update: Domestic Demand to Sustain 2012 Growth
By Sep 20, 2011
Global Macro-Market Outlook
France Outlook Update: Weak Consumption Threatens Recovery
By Sep 14, 2011
Economic Research
A Radical Policy Response to the Rising Risks of a Depression and Financial Crisis
By Sep 13, 2011
North America Weekly
U.S.: President Obama’s Jobs Program and Upside Risks; Canada: Slowing Employment Momentum
By Sep 12, 2011
LatAm Weekly
Brazil Rate Cut; Inflation in Mexico; Monetary Policy in Colombia, Chile, Peru
By Sep 5, 2011
Economic Research
German Parliament to Back New EFSF Powers, But an Increase Is Unlikely and Eurobonds a Fantasy
By Sep 2, 2011
Global Macro-Market Outlook
Ireland Outlook Update: Export-Led Growth to Remain Fragile
By Aug 26, 2011
North America Weekly
U.S. Recession Watch; Canadian Consumer Spending and Monetary Policy
By Aug 22, 2011
Economic Research
Strengths and Vulnerabilities in Emerging Europe: A Balance Sheet Approach
By Aug 19, 2011
LatAm Weekly
External Risks to Latin America; Central Banks On Hold in Chile, Colombia; GDP Growth in Peru Unlikely to Exceed 7%
By Aug 15, 2011
Europe Weekly
Inflation Concerns Easing in EZ, Switzerland, UK, Hungary and Czech Republic
By Aug 12, 2011
North America Weekly
U.S.: Stalled Growth, Closer to Outright Recession, While Rating Downgrade Increases Uncertainty; Modest Growth for Canadian Labor Market
By Aug 8, 2011
LatAm Weekly
Retail Sales in Brazil; CPI in Mexico; Exports in Chile; Monetary Policy in Peru
By Aug 8, 2011
Global Macro-Market Outlook
Switzerland Outlook Update: SNB Moves to Adopt Quasi-Quantitative Easing
By Aug 5, 2011
Economic Research
Conference Call Replay: U.S. Debt Scenarios and Implications for Growth and Asset Classes
By Aug 1, 2011
Europe Weekly
Spanish Politics; EFSF Ratification; German Soft Landing; Czech Monetary Policy; Turkish Depreciation
By Jul 29, 2011
Europe Weekly
UK Monetary Policy; Eurozone Inflation; Swedish Households; Eastern European Banks; Turkish Consumer Confidence; Polish Manufacturing
By Jul 22, 2011
Economic Research
Brady Plan 2.0: RGE Proposal for an Orderly but Coercive Greek Debt Exchange Approved by the Eurozone and Private Sector
By Jul 22, 2011
Economic Research
Second Bailout Package for Greece and Stabilization of the EMU Framework—Options and Solutions
By Jul 21, 2011
North America Weekly
U.S. Employment Report Highlights Risks to Growth in H2; Canadian Labor Market Resilience Will Be Tested in H2
By Jul 11, 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 Jul 8, 2011
LatAm Weekly
Inflation in Brazil; Mexico’s Monetary Policy; GDP Growth in Chile; Venezuela’s President Treated for Cancer
By Jul 5, 2011
Global Macro-Market Outlook
U.S. Outlook Update: No Smooth Sailing in the 'New Normal'
By Jun 21, 2011
Global Macro-Market Outlook
Latin America Outlook Update: Converging Toward Potential Growth
By Jun 21, 2011
North America Weekly
Revising Up Our U.S. Core Inflation Outlook; Brief Consumer Spending Recovery for Canada Amid Falling Labor Productivity
By Jun 20, 2011
Global Macro-Market Outlook
Italy Outlook Update: Political Instability Preventing Structural Reforms
By Jun 17, 2011
Europe Weekly
Greek Crisis; German Banks Exposed; Irish Bondholders; Czech Banking Risks; Turkish Wage-Price Spiral
By Jun 17, 2011
Economic Research
From Reprofiling to Vienna Initiative 2.0: The Nonsense of Purely 'Voluntary' Bail-Ins of Greece's Sovereign Bank Creditors
By Jun 3, 2011
Economic Research
Much Ado About Relatively Little: Contagion Risks From an Orderly Greek Debt Restructuring Are Modest, Contained and Manageable
By May 24, 2011
Economic Research
UK Financial Regulation: Pricing and Competitive Implications for Banks
By May 19, 2011
Economic Research
DSK's Arrest: Implications for the IMF Succession and PIIGS' Bailouts
By May 16, 2011
Economic Research
A How-To Manual for Plan B: Options for Restructuring Greek Public Debt
By May 9, 2011
Europe Weekly
Shrinking Eurozone Liquidity; Russia's Banking Worries; Icesave Implications
By May 6, 2011
Economic Research
Greek Debt Restructuring Debate: Is the Official Sector Converging Toward 'Plan B'?
By Apr 6, 2011
Economic Research
Q2 2011 Geostrategy Note: The Scent of Jasmine, Japan's Mega-Crisis and Other Global Drama
By Mar 24, 2011
Economic Research
Bank of England to Hold the Line Against Temporary Surge in Inflation
By Mar 15, 2011
LatAm Weekly
Brazil’s Monetary Policy to Rely on Fiscal and Credit Policies; Mexico’s Economic Activity Surprises
By Jan 28, 2011
LatAm Weekly
Brazil’s Current Account Deficit Doubles; Mexico’s Inflation Expected to Drop
By Jan 26, 2011
Europe Weekly
Greek Debt Restructuring; Turkish Monetary Policy; German Elections; Swedish Banks
By Jan 21, 2011
Economic Research
2011 Geostrategy Note: The Roiling Pacific, Quagmiristan and EZ Targets
By Dec 29, 2010
North America Weekly
Will the Fed Allow Rising Borrowing Costs?; Sonata Forms in the Treasury Market
By Dec 20, 2010
LatAm Weekly
Brazil Expected to Tighten; Mexico’s IP Decelerates; Chavez Requests Special Powers
By Dec 15, 2010
Economic Research
Front-Loaded Stimulus, Back-Loaded Austerity: The Optimal Fiscal Austerity Path and the Risks of Other Routes
By Dec 2, 2010
Economic Research
Nordic Unemployment: Explaining the Divergent Trends During the Crisis
By Nov 30, 2010
Economic Research
Comparing Spain With Ireland and Other PIIGS: Better in Some Ways, More at Risk in Others
By Nov 25, 2010
Economic Research
An Orderly Market-Based Approach to the Restructuring of Eurozone Sovereign Debts Obviates the Need for Statutory Approaches
By Nov 15, 2010
Economic Research
Ireland: Bank Bailout Costs Could Top €50 Billion, But Only Under a Severe Scenario
By Nov 15, 2010
LatAm Weekly
Brazil’s Inflation Pressures Elevated; Mexico’s Industrial Output Decelerates
By Nov 12, 2010
Europe Weekly
EZ's Head and Tailwinds; Acute Portuguese Crisis; Stalling Russian Growth
By Nov 5, 2010
Economic Research
How Should Emerging Markets Manage Capital Inflows and Currency Appreciation?
By Nov 4, 2010
Economic Research
The UK: MPC Split Three Ways; Bank Governor Sympathetic to Dovish Camp
By Oct 22, 2010
Economic Research
Romania’s Autumn of Discontent: No Stomach for IMF-Driven Austerity Measures?
By Oct 4, 2010
LatAm Weekly
Brazil’s Consumer Confidence Stalls; Mexico’s Shy Recovery Persisted in Q2 2010
By Sep 24, 2010
LatAm Weekly
Brazil’s Current Account Deficit Widens; Argentina’s Growth Unsustainable
By Sep 22, 2010
Economic Research
The U.S. Should Ignite Job Creation With a Temporary Cut in Payroll Tax
By Sep 16, 2010
North America Weekly
U.S. Trade Deficit Narrows; “Unusual Uncertainty” in Canada’s Monetary Outlook
By Sep 13, 2010
Economic Research
North America Focus: Weak U.S. Data Spark 'Race to the Bottom'; Canada's Consumers Still Cool
By Aug 23, 2010
Economic Research
North America Focus: U.S.: Warming Up the Helicopter; Canada: Inflation Moderates Going Forward
By Aug 16, 2010
Economic Research
Europe Weekly Spotlight: Greek Loan Review; Depressed French Consumers; UK Financial Reform
By Aug 6, 2010
Economic Research
North America Focus: U.S. Economy Proceeds Sluggishly; U.S. and Canadian Labor Markets Examined
By Aug 2, 2010
Economic Research
Europe Weekly Spotlight: EZ Corporate Credit Conditions; Inflation Risks in Russia
By Jul 30, 2010
Economic Research
Europe Weekly Spotlight: Markets Worry About Ireland; Bulgaria Hedges Energy Bets
By Jul 23, 2010
Economic Research
Europe Weekly Spotlight: Germany Peaks; Slovakia Relents; UK House Price Indexes Diverge
By Jul 16, 2010
Economic Research
Europe Weekly Spotlight: Multi-Speed Eurozone Recovery; Strong UK Gilts; Confident Nordics
By Jul 9, 2010
Economic Research
Europe Weekly Spotlight: Growth in Turkey, Austerity Beyond (even France)
By Jun 25, 2010
Economic Research
Greece/EZ Crisis: Slow Motion Train Wreck of Greek Bank Contagion Accelerates
By Apr 9, 2010
Economic Research
Magic Bullets: Reconciling Cyclical, Secular and Structural Scenarios and Challenges with Today’s Markets
By Oct 28, 2009
Economic Research
This Time it's Different: Transmission Channels of the Global Financial Crisis to Emerging Markets
By Oct 8, 2009
Economic Research
Six Crises, 2009: A Half-Dozen Ways Geopolitics Could Upset Global Recovery
By Jul 31, 2009
Economic Research
The Thinkers Who Predicted Early on Many Aspects of This Financial Crisis
By May 1, 2009
Economic Research
The Rising Risks of a Global L-Shaped Near Depression and Stag-Deflation
By Mar 2, 2009
Economic Research
The Worst Economic and Financial Crisis Since the Great Depression Reveals the Weaknesses of the Laissez Faire Anglo-Saxon Model of Capitalism
By Feb 19, 2009
Economic Research
Is the U.S. a Japan 2? The Return of Japan's "Free Falling" Stag-Deflation and the Risks of a U.S. L-Shaped Depression
By Feb 9, 2009
Economic Research
Is the UK an Iceland 2? No, but There Are Serious Financing Risks Ahead. Also: BBC News TV and Radio Interviews.
By Jan 23, 2009
Economic Research
The Latest Bear Market Sucker's Rally is Losing its Steam as an Onslaught of Awful Macro and Earnings News Takes its Toll
By Jan 14, 2009
Economic Research
Helicopter Ben goes ZIRP, QE and More… While the Global Economy Enters Stag-Deflation
By Dec 17, 2008
Economic Research
The Deadly Dirty D-Words: “Deflation”, “Debt Deflation” and “Defaults.” And How Central Banks Will Have to Resort to "Crazy" Policies as We Have Reached Such Bermuda Triangle of a "Liquidity Trap"
By Nov 21, 2008
Economic Research
The Latest Bear Market Sucker’s Rally Has Gone Bust as We Are Headed Towards Stag-Deflation
By Nov 19, 2008
Economic Research
20 Reasons Why the U.S. Consumer is Capitulating, thus Triggering the Worst U.S. Recession in Decades
By Nov 14, 2008
Economic Research
How Authorization to Recapitalize Banks via Public Capital Injections ("Partial Nationalization") Was Introduced - Indirectly Thorugh the Back Door - into the TARP Legislation
By Oct 9, 2008
Economic Research
Financial and Corporate System is in Cardiac Arrest: The Risk of the Mother of All Bank Runs
By Oct 3, 2008
Economic Research
The U.S. and Global Financial Crisis is Becoming Much More Severe in Spite of the Treasury Rescue Plan. The Risk of a Total Systemic Meltdown is Now as High as Ever
By Sep 29, 2008
Economic Research
Is Purchasing $700 billion of Toxic Assets the Best Way to Recapitalize the Financial System? No! It is Rather a Disgrace and Rip-Off Benefitting only the Shareholders and Unsecured Creditors of Banks
By Sep 28, 2008
Economic Research
The Unraveling of the Shadow Banking System Moves to Hedge Funds as Schmalpha Replaces Alpha
By Sep 23, 2008
Economic Research
If it Walks, Quacks and Ducks like a Recession Ducks, it is a RECESSION. Now: The Current W-Shaped Double Dip Recession May Have Started in Q4 of 2007 Rather than Q1 of 2008
By Jul 31, 2008
Economic Research
A Deadly Cocktail Mix: The 1973 and 1979 "Stagflation" Meets the 1990 and 2001 "Asset/Credit Bust" with the Result Being an Ugly U.S. Recession and Sharp Global Slowdown
By Jun 30, 2008
Economic Research
Global Recession Watch: A Dozen Significant Economies are at Risk of a Hard Landing
By Jun 25, 2008
Economic Research
Global Stagflation Ahead? The Interplay of Aggregate Demand and Aggregate Supply Shocks
By Jun 10, 2008