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Financial Systems and Regulation

Asia/Pacific

Europe

Latin America

Middle East and Africa

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Market Strategy

Market Strategy

EU Banks: The Year of Living Dangerously

By Jennifer Kapila Jul 22, 2011

Market Strategy

EBA Stress Tests: A Knife in a Gun Fight

By Jennifer Kapila Jul 18, 2011

Cross Asset Monthly

Executive Summary: On Palliatives and Placebos

By Arnab Das Jul 5, 2011

Cross Asset Monthly

Credit: Missing the Forest for the Trees

By David Nowakowski Jul 5, 2011

Cross Asset Monthly

Financials: Forbearance or Simply Evasion?

By Jennifer Kapila Jul 5, 2011

Market Strategy

Contingent Capital: A Potential Stop-Gap

By Jennifer Kapila and Jorund Aarsnes Jun 30, 2011

Cross Asset Monthly

Financial Institutions: The Tipping Point?

By Jennifer Kapila May 11, 2011

Market Strategy

European Bank Stress Test Version 2.0

By Jennifer Kapila Mar 9, 2011

Market Strategy

Spanish Banks: On a Tightrope

By Jennifer Kapila Jan 31, 2011

Cross Asset Monthly

A Year of Growing Dangerously

By Arnab Das Jan 11, 2011

Market Strategy

Will the Fed Allow Rising Borrowing Costs?

By David Nowakowski Dec 10, 2010

Cross Asset Monthly

The Big Picture: Collateral Damage

By Arnab Das Dec 6, 2010

Cross Asset Monthly

Fixed Income: The Center Does Not Hold

By Arun Motianey Dec 6, 2010

Market Strategy

Irish Rescue Package: Solution or Bandage?

By Arun Motianey and David Nowakowski Nov 17, 2010

Market Strategy

Irish Banks: Bailout or Bail-In?

By Jennifer Kapila and James Mason Nov 12, 2010

Market Strategy

QE2: Money for Nothing and Tricks for Free

By RGE Macro and Strategy Teams Nov 3, 2010

Market Strategy

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

By the RGE Macroeconomics and Strategy Teams Oct 22, 2010

Cross Asset Monthly

Hybrids: Neither Here nor There

By Jennifer Kapila Oct 5, 2010

Cross Asset Monthly

Credit: Who Gets Their Pound of Flesh?

By David Nowakowski Aug 31, 2010

Cross Asset Monthly

Currencies: The End of Exuberance

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Emerging Markets: At the Cross Roads

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Fixed Income: Unconventional Policies Create Uncertainty

By Arun Motianey Aug 31, 2010

Cross Asset Monthly

Equities: Über Competitive Germany

By Gina Sanchez Aug 31, 2010

Cross Asset Monthly

Executive Summary: States of Flux: Stay Risk Averse

By Arnab Das Aug 31, 2010

Cross Asset Monthly

Financial Institutions: Cracks in the EZ Façade

By Jennifer Kapila Aug 31, 2010

Market Strategy

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

By Jennifer Kapila Aug 30, 2010

Market Strategy

Struggling to Break Free: Rising Correlations Part II

By David Nowakowski and Natalia Gurushina Aug 25, 2010

Market Strategy

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

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

Market Strategy

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

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

Market Strategy

An EZ (Dis)Stress Test Preview

By Jennifer Kapila Jul 7, 2010

Market Strategy

Cross Asset Monthly: EZ Does It! From Mayhem in May, Moderation (at Best) in June

By Arnab Das, Natalia Gurushina, Jennifer Kapila, David Nowakowski, Arun Motianey and Gina Sanchez Jun 1, 2010

Economic Research

Global Economic Outlook

United States Outlook Update: This Economy Needs More Than a Twist and a Tax Cut!

By Prajakta Bhide and Christian Menegatti Sep 20, 2011

Economic Research

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

By Jelena Vukotic Sep 14, 2011

Global Economic Outlook

Turkey Outlook Update: On Hold for Longer

By David Rogovic Jul 26, 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

Europe Weekly

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

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

Economic Research

Germany's Banking Sector: Resistant to Change?

By Katharina Jungen and Jennifer Kapila Jul 6, 2011

Europe Weekly

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

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

Economic Research

Hawkish ECB Remains in Denial About EZ Debt Crisis

By James Mason Jun 14, 2011

Economic Research

Could the Eurozone Break Up? Possible Over a Five-Year Horizon

By Nouriel Roubini Jun 13, 2011

Economic Research

EZ-Greece Debt Policy Options, Simplified

By Arnab Das Jun 10, 2011

Economic Research

Central Bank Watch: The Shifting Tides of Global Monetary Policy

By James Mason and the RGE Economic Research Team Jun 8, 2011

Economic Research

UK Financial Regulation: Pricing and Competitive Implications for Banks

By Jennifer Kapila and Parul Walia May 19, 2011

Conference Call

Conference Call Replay - Greek Debt Situation and Options

By Nouriel Roubini and Arnab Das May 18, 2011

Economic Research

A How-To Manual for Plan B: Options for Restructuring Greek Public Debt

By Nouriel Roubini, Arnab Das, Jennifer Kapila, James Mason, David Nowakowski, Elisa Parisi-Capone and Christian Menegatti May 9, 2011

Europe Weekly

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

By Elisa Parisi-Capone, David Rogovic, Mikko Forss, Rachel Ziemba, Sehaj Malik and James Mason May 6, 2011

Economic Research

Honey, I Won't Shrink the Liquidity Yet! Beyond the End of QE2

By Prajakta Bhide, Christian Menegatti, David Nowakowski and Nouriel Roubini May 4, 2011

Economic Research

Washout in Washington: Key IMF Meeting Takeaways

By Nouriel Roubini and Arnab Das Apr 19, 2011

Economic Research

Portugal Is Gone, How Safe Is Spain?

By Elisa Parisi-Capone Apr 13, 2011

Economic Research

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

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

Economic Research

China’s Banking Sector: The Big Payback

By Adam Wolfe and Jorund Aarsnes Mar 23, 2011

Economic Research

Public Debt (Un)Sustainability Across the Eurozone Periphery

By James Mason Mar 21, 2011

Economic Research

U.S. Federal Open Market Committee: Will Doves Rule the Roost?

By Prajakta Bhide Feb 21, 2011

Economic Research

ECB Policy Stance: Watch Expectations

By Elisa Parisi-Capone Feb 4, 2011

Economic Research

Eurozone at the Crossroads: Where to Go From Here?

By Elisa Parisi-Capone Dec 23, 2010

North America Weekly

Will the Fed Allow Rising Borrowing Costs?; Sonata Forms in the Treasury Market

By David Nowakowski, Arun Motianey and Christian Menegatti Dec 20, 2010

Economic Research

Q4 2010 Scenario Analysis: On the Knife Edge

By Rachel Ziemba and Christian Menegatti Oct 11, 2010

Economic Research

U.S. Employment Report: One More Step Toward QE2

By Prajakta Bhide Oct 8, 2010

Economic Research

EZ Does It! Part I: Eurozone Endgame Scenarios

By Elisa Parisi-Capone, Arnab Das and Christian Menegatti Sep 29, 2010

LatAm Weekly

Brazilian and Chilean Authorities Show Discomfort with FX Dynamics

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Sep 29, 2010

Europe Weekly

PMIs Confirm EZ Slowdown Ahead; Rate Hikes Possible in Central Europe

By Elisa Parisi-Capone, Mary Stokes, Parul Walia and Jelena Vukotic Sep 24, 2010

LatAm Weekly

Brazil’s Consumer Confidence Stalls; Mexico’s Shy Recovery Persisted in Q2 2010

By Bertrand Delgado, Juan Lorenzo Maldonado, Alex Giron and Maria Paula Carvajal Sep 24, 2010

LatAm Weekly

Intervention Is Back

By Bertrand Delgado, Juan Lorenzo Maldonado and Maria Paula Carvajal Sep 17, 2010

LatAm Weekly

Week Ahead (Week of September 13, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Sep 13, 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

LatAm Weekly

Brazil Ends Tightening; Mexico’s Inflation Improves

By Bertrand Delgado and Juan Lorenzo Maldonado Sep 3, 2010

China Monthly

Wen Ex Machina

By Adam Wolfe and Rachel Ziemba Sep 1, 2010

Europe Weekly

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

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

LatAm Weekly

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

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

LatAm Weekly

Colombia Pushes Forward While Venezuela Surprises to the Upside

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 20, 2010

LatAm Weekly

Lula's Protégé Dilma Rouseff Advances in Brazil Election

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 18, 2010

LatAm Weekly

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

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 11, 2010

Economic Research

North America Focus: U.S. Flying on One Engine; Canadian Labor Market Flashing Red?

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Aug 9, 2010

Economic Research

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

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

Economic Research

MENA Focus: Grasping for a New Normal for MENA Credit

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

Economic Research

Order from Chaos: A Restructuring Plan for Greece's Public Debt

By Nouriel Roubini Jun 28, 2010

Economic Research

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

By Elisa Parisi-Capone Jun 10, 2010

Economic Research

Global Market Strategy Q2 2010: Banking Sector

By Jennifer Kapila Apr 28, 2010

Economic Research

The Systemic Effects of Countrywide Going Bust…

By Nouriel Roubini May 21, 2009

Economic Research

It Is Time to Nationalize Insolvent Banking Systems

By Nouriel Roubini Feb 10, 2009

Economic Research

Will the BW2 Regime Collapse like the Original Did?

By Nouriel Roubini Jul 6, 2008

Economic Research

Dr. Roubini's 2006 Speech to the IMF

By Nouriel Roubini Sep 7, 2006

Economic Research

Are Financial Statistics Good Enough to Capture Globalization?

By Nouriel Roubini Aug 31, 2006

Economic Research

Domestic and External Debt: The Doomed Quest for Equal Treatment

By Anna Gelpern and Brad Setser Aug 31, 2004

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