skip to main content

Geostrategic and Long Term Issues

Asia/Pacific

Europe

Latin America

Middle East and Africa

North America

Economic Research

Conference Call

Conference Call Replay: Eurozone in Crisis—More Than a Plan to Plan Needed

By Nouriel Roubini and the RGE Market Strategy and Economic Research Teams Oct 21, 2011

Economic Research

Reshaping Japan's Third Reconstruction Budget

By Mikka Pineda Oct 20, 2011

Economic Research

Can Merkel Do 'Whatever it Takes' to Save the Eurozone?

By Mark Willis and Katharina Jungen Oct 19, 2011

Economic Research

Tymoshenko’s Sentence a Test of Ukrainian Policy Making

By Tetiana Sears Oct 14, 2011

Europe Weekly

Slovakia Ratifies EFSF; EZ Inflation Peaks; UK Unemployment to Rise; Poland’s Fiscal Overhaul

By Mark Willis, Katharina Jungen, Parul Walia, Jennifer Hsieh and Maya Senussi Oct 14, 2011

Europe Weekly

Germany's EFSF Ratification; Sarkozy's Dwindling Re-Election Hopes; Poland's Currency Intervention

By Katharina Jungen, Mark Willis and Jelena Vukotic Sep 30, 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

Russian Politics: Even More of the Same?

By Tetiana Sears and Rachel Ziemba Sep 29, 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

Economic Research

German Parliament to Back New EFSF Powers, But an Increase Is Unlikely and Eurobonds a Fantasy

By Katharina Jungen and Mark Willis Sep 2, 2011

Economic Research

Russia-Led Customs Union: Costs Could Outweigh Opportunities

By Tetiana Sears and Mansur Ziganshin Aug 30, 2011

Europe Weekly

Finnish Collateral Demands, Polish Consumption, Czech Rating Upgrade, EZ PMIs, Portuguese Consumption

By Mikko Forss, David Rogovic, Jelena Vukotic, William Oman and Filipe Albuquerque Aug 26, 2011

Economic Research

Libya: Checkmate for Qadhafi?

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

LatAm Weekly

Brazilian Unemployment and Politics; Mexican, Chilean Monetary Policy

By Juan Lorenzo Maldonado and Bianca Taylor Aug 22, 2011

Economic Research

Pressure Mounts on France’s Triple-A Credit Rating

By Mark Willis and Katharina Jungen Aug 15, 2011

Mena Focus

MENA Looks for New Markets: Trade Ties Shifting Slowly

By Maya Senussi, Rachel Ziemba and John Prosser Aug 5, 2011

LatAm Weekly

New FX Tax in Brazil; Economic Activity Normalizes in Chile; Peru President Raises Concerns

By Bianca Taylor and Juan Lorenzo Maldonado Aug 1, 2011

China Monthly

Preparing for 2012: A Look at China's Next Leaders

By Adam Wolfe and Kevin Yan Aug 1, 2011

Europe Weekly

Spanish Politics; EFSF Ratification; German Soft Landing; Czech Monetary Policy; Turkish Depreciation

By Elisa Parisi-Capone, Katharina Jungen, Jelena Vukotic, David Rogovic, Mark Willis and Brian Rayman Jul 29, 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

Economic Research

Sudan: Navigating the Choppy Waters of Secession

By Corinna Bordewieck and Rachel Ziemba Jul 13, 2011

Economic Research

Truth or Dare: Breaking the Glass Ceiling on U.S. Federal Debt

By Prajakta Bhide and David Nowakowski Jul 12, 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

Egypt Shuns IMF: What Are the Economic Implications?

By Ayah El Said and Rachel Ziemba Jun 30, 2011

Mena Focus

MENA Real Estate: Fallout From the Arab Spring

By Ayah El Said, Maya Senussi and Rachel Ziemba Jun 29, 2011

Economic Research

Iran Plays Regional Chess, Amid Power Struggles at Home

By Maya Senussi and Rachel Ziemba Jun 28, 2011

Economic Research

Thailand: Beyond the Poll

By Michael Manetta Jun 27, 2011

Economic Research

Greek Political Crisis Reaches Boiling Point

By Mark Willis and Katharina Jungen Jun 27, 2011

LatAm Weekly

Brazilian Capital Flows; Mexican Economic Activity; Argentine Politics; Chilean IP

By Juan Lorenzo Maldonado and Nathalie Picarelli Jun 27, 2011

Global Economic Outlook

Outlook Overview: A Blip or a Dip for Global Growth?

By Christian Menegatti, Rachel Ziemba, Nouriel Roubini and the RGE Economic Research Team Jun 23, 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

Venezuela Outlook Update: Oil Economics

By Juan Lorenzo Maldonado Jun 22, 2011

Europe Weekly

Greek Crisis; German Banks Exposed; Irish Bondholders; Czech Banking Risks; Turkish Wage-Price Spiral

By Mark Willis, Katharina Jungen, James Mason, Jelena Vukotic and David Rogovic Jun 17, 2011

Global Economic Outlook

Middle East and North Africa Outlook Update: Politics Breed Divergence

By Ayah El Said and Rachel Ziemba Jun 17, 2011

Global Economic Outlook

Gulf Cooperation Council Outlook Update: Stability Focus Brings Economic Boom

By Ayah El Said and Rachel Ziemba Jun 17, 2011

Global Economic Outlook

Sub-Saharan Africa Outlook Update: Resilient to Global Headwinds

By Maya Senussi and Rachel Ziemba Jun 17, 2011

Global Economic Outlook

Thailand Outlook Update: Democracy and its Discontents

By Michael Manetta Jun 15, 2011

Global Economic Outlook

Levant Outlook Update: Threatened by Political Turmoil

By Maya Senussi 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

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

Global Economic Outlook

Nigeria Outlook Update: Hard Work Ahead

By Corinna Bordewieck and Rachel Ziemba Jun 13, 2011

Economic Research

Saudi Arabia Holds Key to OPEC Production

By Gary Clark and Rachel Ziemba Jun 13, 2011

Economic Research

EZ Policy Makers Will Avoid Tough Decisions and Continue to Muddle Through for Now

By Nouriel Roubini, Elisa Parisi-Capone, James Mason, Katharina Jungen, Mark Willis and Mikko Forss Jun 3, 2011

Europe Weekly

Italian Politics; Danish Recession; Czech PMI; Swiss Currency Strength

By Mark Willis, Mikko Forss, Jelena Vukotic, James Mason and Sehaj Malik Jun 3, 2011

Mena Focus

Political Struggles and Stalemates

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

Economic Research

Belarus: Living on Borrowed Time

By Tetiana Sears and Rachel Ziemba May 25, 2011

Economic Research

Remedies for Japan’s Ailing Health-Care System

By Mikka Pineda May 17, 2011

Economic Research

DSK's Arrest: Implications for the IMF Succession and PIIGS' Bailouts

By Nouriel Roubini May 16, 2011

Economic Research

Commodity Correction: What Drove Down the Price of Oil?

By Gary Clark May 12, 2011

Economic Research

A Pragmatic Hawk Will Be the Next Bank of Italy Governor

By Mark Willis, James Mason and Nouriel Roubini 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

Economic Research

SSA Watch: Food Prices Breed Political Stress

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

LatAm Weekly

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

By Juan Lorenzo Maldonado and Alex Giron May 2, 2011

Mena Focus

Desperately Seeking New Political Stabilities

By Maya Senussi, Ayah El Said and Rachel Ziemba Apr 21, 2011

Europe Weekly

Finnish Election; Russian Consumption; Hungary's Constitution

By Mikko Forss, David Rogovic, Rachel Ziemba, Jelena Vukotic and Elisa Parisi-Capone Apr 21, 2011

Economic Research

Washout in Washington: Key IMF Meeting Takeaways

By Nouriel Roubini and Arnab Das Apr 19, 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

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

Economic Research

South Africa: When BRIC Became BRICS…

By Maya Senussi and Rachel Ziemba Apr 12, 2011

Europe Weekly

Polish Fiscal Plan; Swedish Government Debt; Spanish Politics

By David Rogovic, James Mason, Mikko Forss, Mark Willis and Jelena Vukotic Apr 8, 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

Europe Weekly

UK Budget; German Politics; Polish Monetary Policy

By Parul Walia, Katharina Jungen, David Rogovic, William Oman and James Mason Apr 1, 2011

Economic Research

UK: 2011 Budget for Growth?

By Parul Walia Apr 1, 2011

Economic Research

Germany: Political Earthquake

By Katharina Jungen Apr 1, 2011

Asia Weekly

The Day After Tomorrow

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

Economic Research

Is the Global Nuclear Renaissance Over?

By Gary Clark Mar 31, 2011

Economic Research

Should Japan Rebuild Stagnant Cities?

By Mikka Pineda Mar 30, 2011

LatAm Weekly

Brazil's Government Implements Macroprudential Measures

By Bertrand Delgado, Nathalie Picarelli and Renzo Merino Mar 30, 2011

Economic Research

Peru: Humala Advancing in Presidential Race

By Bertrand Delgado and Renzo Merino Mar 30, 2011

Mena Focus

Tough Choices for MENA

By Maya Senussi, Ayah El Said and Rachel Ziemba Mar 29, 2011

Economic Research

Political Challenges in Canada

By Tetiana Sears and Rachel Ziemba 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

Portugal: Political Crisis Should Not Prohibit Rescue Package

By Filipe Manuel Pires de Albuquerque and Mark Willis Mar 25, 2011

Economic Research

Emerging Europe: Nuclear Renaissance Still On Track

By Jelena Vukotic Mar 25, 2011

Economic Research

Finland Likely to Accept Higher EFSF Guarantees After Elections

By Mikko Forss Mar 25, 2011

Economic Research

China’s Banking Sector: The Big Payback

By Adam Wolfe and Jorund Aarsnes Mar 23, 2011

LatAm Weekly

Radical Presidential Candidate Advances in Peru Polls

By Bertrand Delgado, Nathalie Picarelli, Renzo Merino, Alex Giron and Juan Lorenzo Maldonado Mar 23, 2011

Economic Research

Peru: Markets Uneasy with Radical Candidate Advancing in the Polls

By Bertrand Delgado, Alex Giron and Renzo Merino Mar 23, 2011

Global Economic Outlook

Emerging Europe & CIS Outlook: Leaders and Laggards

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

Economic Research

Japan: What Could Fukushima Cost?

By Mikka Pineda 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

Italy Outlook: Weak Consumption Weighs on Economic Recovery

By Mark Willis Mar 18, 2011

Global Economic Outlook

Australia Outlook: Watered Down Recovery

By Mikka Pineda 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

Commonwealth of Independent States Outlook: All About Oil

By Rachel Ziemba Mar 16, 2011

Economic Research

Argentina: Inflation Expectations are Diverging

By Bertrand Delgado and Nathalie Picarelli Mar 14, 2011

Mena Focus

The Fiscal Side of Upheaval

By Rachel Ziemba, Ayah El Said and Maya Senussi Mar 10, 2011

Economic Research

BoJ Holds On but Kan Cannot

By Mikka Pineda Mar 10, 2011

Economic Research

Saudi Arabia: Pulling Out the Stops

By Rachel Ziemba Mar 10, 2011

Economic Research

Libya’s Fiscal Position at Risk

By Maya Senussi and Rachel Ziemba Mar 10, 2011

Economic Research

High Oil Prices Ring Alarm Bells for Oil Importers

By Maya Senussi Mar 10, 2011

Economic Research

If Libya Goes South: Weighing the International Options

By Michael Moran Mar 9, 2011

LatAm Weekly

Banxico Expected to Stay on Hold in 2011

By Nathalie Picarelli, Bertrand Delgado, Juan Lorenzo Maldonado, Alex Giron and Renzo Merino Mar 9, 2011

Economic Research

LatAm: The Female Factor for Growth in LatAm

By Nathalie Picarelli Mar 9, 2011

Economic Research

Peru: Toledo Still Ahead but…

By Bertrand Delgado, Alex Giron and Renzo Merino Mar 9, 2011

LatAm Weekly

Brazilian Economic Activity Revised Down for 2011

By RGE's LatAm Analyst Team Mar 4, 2011

China Monthly

The Revolution Will Not Be Tweeted

By Adam Wolfe Mar 3, 2011

LatAm Weekly

Inflation Expectations Stabilize in Brazil, But Remain High

By RGE's LatAm Analyst Team Mar 2, 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

Peru: Toledo Leading the Polls

By Bertrand Delgado and Alex Giron Feb 25, 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

Libya: A Bloody Crackdown

By Maya Senussi and Rachel Ziemba Feb 23, 2011

Economic Research

Bahrain: Still on Edge

By Rachel Ziemba and Ayah El Said Feb 23, 2011

Economic Research

Egypt: Uncertainties Cloud Economic Activity

By Ayah El Said Feb 23, 2011

Economic Research

Tunisia: Hard Work Ahead

By Maya Senussi Feb 23, 2011

Economic Research

Morocco: Subsidy Bill Doubles

By Maya Senussi Feb 23, 2011

Economic Research

Saudi Arabia: Geriatric Rulers Bestow Gifts

By Rachel Ziemba Feb 23, 2011

Economic Research

Gulf Cooperation Council: Watching, But Not Immune

By Rachel Ziemba Feb 23, 2011

Economic Research

Jordan: More of the Same, Though Protests Continue

By Rachel Ziemba Feb 23, 2011

Economic Research

Syria: Stable for Now, But Not Immune

By Maya Senussi 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

Europe Weekly

UK Inflation Report; Spanish GDP; Romanian External Imbalances

By Elisa Parisi-Capone, Mark Willis, Jelena Vukotic, Mikko Forss and James Mason Feb 18, 2011

Economic Research

Ireland: Single-Party Government?

By Mark Willis Feb 18, 2011

Economic Research

'Chindia': Putting the Emerging Market Giants Into Perspective

By Arpitha Bykere, Adam Wolfe and Arnab Das Feb 16, 2011

LatAm Weekly

High Inflation Weakens Retail Sales in Brazil

By Bertrand Delgado, Renzo Merino, Juan Lorenzo Maldonado and Alex Giron and Nathalie Picarelli Feb 16, 2011

Economic Research

Coming Soon: An Egypt That Can Say 'No'

By Michael Moran Feb 11, 2011

Europe Weekly

UK House Price Dynamics; EZ Q4 GDP; Fiscal Tipping Point in Hungary

By Parul Walia, Elisa Parisi-Capone, Jelena Vukotic, Mark Willis, David Rogovic and Rachel Ziemba Feb 11, 2011

Economic Research

A New Normal for Egypt?

By Rachel Ziemba and Ayah El Said Feb 9, 2011

LatAm Weekly

Markets Lower Rate-Hike Expectations in Brazil

By Bertrand Delgado, Juan Lorenzo Maldonado, Alex Giron and Nathalie Picarelli Feb 9, 2011

Economic Research

Peru: Toledo Widens Poll Lead

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Feb 9, 2011

Economic Research

U.S. Establishment Survey: Snowed Out of Jobs in January?

By Prajakta Bhide Feb 7, 2011

Economic Research

Canadian Employment Surges in January, Set to Moderate Ahead

By Tetiana Sears and Rachel Ziemba Feb 7, 2011

Europe Weekly

Irish Fiscal Plan in Doubt; Fighting Nordic Bubbles; Belgian Deadlock

By James Mason, Parul Walia, Mikko Forss, Elisa Parisi-Capone, Jelena Vukotic, Mark Willis and Pamela Reyes Feb 4, 2011

Economic Research

Belgium: Continued Political Deadlock

By Mark Willis Feb 4, 2011

Economic Research

Political Upheaval on the Nile: Four Risk-Laden Outcomes

By Michael Moran 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

Europe Weekly

Russian Tightening; UK Contraction; Swiss Deflation Risk

By Rachel Ziemba, Parul Walia, Mikko Forss, Mark Willis, David Rogovic, James Mason and Pamela Reyes Jan 28, 2011

Economic Research

Portugal: Crisis Politics

By Mark Willis Jan 28, 2011

LatAm Weekly

Brazil’s Current Account Deficit Doubles; Mexico’s Inflation Expected to Drop

By Bertrand Delgado and Alex Giron Jan 26, 2011

Economic Research

Argentina’s President Fernandez Remains Ahead in the Polls

By Bertrand Delgado and Alex Giron Jan 26, 2011

Europe Weekly

Greek Debt Restructuring; Turkish Monetary Policy; German Elections; Swedish Banks

By Elisa Parisi-Capone, David Rogovic, Mark Willis and Mikko Forss Jan 21, 2011

Economic Research

Germany: A Busy 2011 Electoral Diary

By Mark Willis Jan 21, 2011

LatAm Weekly

Brazil’s Inflation Expectations to Deteriorate; Robust Growth in Peru

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Jan 19, 2011

Mena Focus

A Memo From Tunisia

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

Economic Research

Jordan: Back to Loans Amid Protests

By Maya Senussi and Rachel Ziemba Jan 18, 2011

Economic Research

Oil Exporters: Not Immune, But With Greater Resources

By Rachel Ziemba Jan 18, 2011

Economic Research

Lebanon: An Uncertain Future

By Maya Senussi Jan 18, 2011

LatAm Weekly

Brazil to Tighten Monetary Policy; Mexico to Stay on Hold

By Bertrand Delgado and Renzo Merino Jan 17, 2011

Economic Research

Iran: Subsidy Cuts May Fuel Inflation and Civil Unrest

By Maya Senussi and 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

Eurozone at the Crossroads: Where to Go From Here?

By Elisa Parisi-Capone Dec 23, 2010

Economic Research

How Vulnerable Is Italy?

By Katharina Jungen Dec 22, 2010

Europe Weekly

Fidesz vs. Hungary’s Central Bank; CEE Pension Pains; Icesave Progress

By Mary Stokes, Jelena Vukotic, Mikko Forss, Mark Willis and Parul Walia Dec 17, 2010

Economic Research

Central and Eastern Europe: Pension Reform Pains

By Jelena Vukotic Dec 17, 2010

Economic Research

Italy: Berlusconi’s Narrow Escape

By Mark Willis Dec 17, 2010

Mena Focus

Political Cycles Bring More of the Same?

By Ayah El Said, Maya Rusinowicz and Rachel Ziemba Dec 16, 2010

Economic Research

Policy Uncertainty in Egypt: Scaring Foreign Investors?

By Ayah El Said Dec 16, 2010

Economic Research

How Stable Is Lebanon’s Political Situation?

By Maya Senussi and Rachel Ziemba Dec 16, 2010

Economic Research

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

By Rachel Ziemba Dec 16, 2010

Economic Research

Kuwait: Parliamentary Jockeying

By Rachel Ziemba Dec 16, 2010

Economic Research

Bahrain: Election Smoothes Over Sectarian Tensions…For Now?

By Rachel Ziemba Dec 16, 2010

Economic Research

Dim Prospects for Political Pluralism in Tunisia

By Maya Senussi Dec 16, 2010

Economic Research

Jordan Elections Unlikely to Bring Meaningful Change

By Maya Senussi Dec 16, 2010

Economic Research

Simmering Peace Talks Chill the Regional Atmosphere

By Maya Senussi Dec 16, 2010

LatAm Weekly

Brazil Expected to Tighten; Mexico’s IP Decelerates; Chavez Requests Special Powers

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Dec 15, 2010

Global Economic Outlook

Table of Contents: 2011 Outlook

By the RGE Economic Research Team Dec 13, 2010

Global Economic Outlook

Global Overview: 2011 Outlook

By Christian Menegatti, Nouriel Roubini and the RGE Macroeconomics Team Dec 7, 2010

Global Economic Outlook

China: 2011 Outlook

By Adam Wolfe and Rachel Ziemba Dec 7, 2010

Global Economic Outlook

India: 2011 Outlook

By Arpitha Bykere Dec 7, 2010

Global Economic Outlook

South Korea: 2011 Outlook

By Arpitha Bykere Dec 7, 2010

Global Economic Outlook

Japan: 2011 Outlook

By Mikka Pineda Dec 7, 2010

Global Economic Outlook

Taiwan: 2011 Outlook

By Adam Wolfe Dec 7, 2010

Global Economic Outlook

Pakistan: 2011 Outlook

By Arpitha Bykere Dec 7, 2010

Economic Research

The ‘Lame Duck’ Session: Lots of Quacking, But Can It Pass Legislation?

By Michael Moran and Prajakta Bhide Nov 30, 2010

Economic Research

Ireland: A Dangerous Political Game

By James Mason and Mark Willis Nov 26, 2010

Europe Weekly

German Fiscal Consolidation; Icelandic Debt Relief; Sarkozy 2.0

By Katharina Jungen, Mikko Forss, Jelena Vukotic and Mark Willis Nov 19, 2010

Economic Research

France: Sarkozy 2.0

By Mark Willis Nov 19, 2010

Economic Research

The Long and Short of It: China's Political Economy Is Shifting

By Adam Wolfe Nov 16, 2010

Economic Research

Brazil’s Inflation Decelerates Marginally in October

By Bertrand Delgado and Juan Lorenzo Maldonado Nov 12, 2010

Economic Research

Romania’s Debt-Selling Tactic: Short-Term Gains, Long-Term Pain

By Jelena Vukotic Nov 8, 2010

Economic Research

Brazilian Industrial Production Declines

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Nov 5, 2010

LatAm Weekly

Brazil’s PMI Falls Below 50; Argentina’s Tax Revenues Grow

By Bertrand Delgado and Juan Lorenzo Maldonado Nov 3, 2010

Economic Research

Brazil’s PMI Falls to 49.5

By Bertrand Delgado Nov 3, 2010

North America Weekly

U.S.: Close to Stall Speed and QE2; Canada: How Slow Will H2 Be?

By Christian Menegatti, Prajakta Bhide, Rachel Ziemba and Tetiana Sears Nov 1, 2010

LatAm Weekly

Brazil’s Central Bank Remains Dovish; Political Uncertainty in Argentina

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

Economic Research

Brazil’s Central Bank Remains Dovish

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

Economic Research

Political Uncertainty in Argentina

By Bertrand Delgado and Alex Giron Oct 29, 2010

LatAm Weekly

Brazil’s Credit Growth Eases; Colombia’s Inflation Expectations Drop

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

Economic Research

Hungary: New Tax Measures Disappoint

By Mary Stokes Oct 15, 2010

Economic Research

The UK: House Prices—Not Yet in Free-Fall

By Parul Walia and James Mason Oct 15, 2010

Economic Research

Portugal: Political Crisis Looming

By Katharina Jungen Oct 15, 2010

LatAm Weekly

Brazil to Reinforce the Democratic Process this Sunday

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Oct 1, 2010

Europe Weekly

Fiscal Consolidation Threats

By Katharina Jungen, Elisa Parisi-Capone, Jelena Vukotic and David Rogovic Oct 1, 2010

Mena Focus

Slow Growth in Sovereign Assets Ahead?

By Rachel Ziemba Sep 30, 2010

Economic Research

Hungary: Post-Election Policy U-Turn Coming?

By Mary Stokes and Frances Donald Sep 30, 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

Economic Research

Political Risk and the U.S. Midterm Elections

By Michael Moran and Prajakta Bhide Sep 28, 2010

Asia Weekly

Weak Growth Outlook Discourages Asian Central Banks From Hasty Moves

By RGE's Asia Analyst Team Sep 23, 2010

Economic Research

Japan-China Relations: Strategic Competition and Currency Frictions

By Rachel Ziemba Sep 23, 2010

Asia Weekly

Manufacturing Cools While Food Prices Cook in Asia

By Michael Manetta, Adam Wolfe and Mikka Pineda Sep 16, 2010

Europe Weekly

Q2 GDP in the Eurozone and UK; High-Flying Swiss Franc; Turkey's Referendum

By Elisa Parisi-Capone, Mikko Forss, Parul Walia, Mary Stokes and Katharina Jungen Sep 3, 2010

Mena Focus

Power Shortages Plague MENA

By Maya Rusinowicz and Rachel Ziemba Sep 1, 2010

LatAm Weekly

Brazil’s Industrial Output Disappoints; Dilma Favorite for Presidency

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron 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 Spending Remains High Before Election

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

Economic Research

Asia Week Ahead: Growth Concerns Outweigh Inflation Risks

By Arpitha Bykere, Michael Manetta, Mikka Pineda and Adam Wolfe Aug 26, 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

LatAm Weekly

Brazil’s Growth Decelerates While Colombia and Venezuela Mend Ties

By Bertrand Delgado, Juan Lorenzo Maldonado and Maria Paula Carvajal Aug 13, 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

Europe Weekly Spotlight: Markets Worry About Ireland; Bulgaria Hedges Energy Bets

By Katharina Jungen, Mary Stokes, David Rogovic, Jelena Vukotic, Parul Walia and Mikko Forss Jul 23, 2010

Economic Research

The Costs of Oil Drilling

By Mikka Pineda and Gary Clark Jun 24, 2010

Economic Research

Asia Week Ahead: Growth and Policy Challenges Yield Revaluation, Capital Controls and Fiscal Austerity

By Arpitha Bykere, Mikka Pineda and Rachel Ziemba Jun 24, 2010

LatAm Weekly

Parsing Colombia's New President

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 22, 2010

Economic Research

South Africa: Will the Cup Runneth Over?

By Kavitha Cherian and Rachel Ziemba Jun 11, 2010

Economic Research

Asia Week Ahead: Political Tensions, Easing Growth and Delayed Monetary Tightening

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba May 27, 2010

Economic Research

Uncertain Giant: Germany’s Changing Role in Europe

By Katharina Jungen and Michael Moran May 24, 2010

Economic Research

What’s on the Agenda at the U.S.-China Strategic and Economic Dialogue?

By Adam Wolfe and Rachel Ziemba May 17, 2010

Economic Research

Global Market Strategy Q2 2010: Emerging Markets

By Natalia Gurushina Apr 28, 2010

Economic Research

Obama’s Hand of Friendship: A Rogues’ Gallery of Mixed Results

By Michael Moran Apr 14, 2010

Economic Research

In China, Politics Trump Monetary Policy

By Adam Wolfe Mar 31, 2010

Economic Research

Is a European Monetary Fund a Useful Complement to the IMF?

By Elisa Parisi-Capone and Arun Motianey Mar 22, 2010

Economic Research

Choppy Waters Rock the Trans-Atlantic Relationship

By Michael Moran Mar 11, 2010

Economic Research

The Eurozone's 'Bay of PIIGS'

By Arnab Das, Elisa Parisi-Capone, Natalia Gurushina, Katharina Jungen and Jennifer Kapila Mar 8, 2010

Economic Research

A Year of Living Divergently: RGE's 2010 Global Market Strategy Outlook

By Arnab Das, Natalia Gurushina and Jennifer Kapila Feb 26, 2010

Economic Research

Aluminum Illuminations: Prices and Fundamentals

By Mikka Pineda Feb 11, 2010

Global Economic Outlook

RGE’s 2010 Global Economic Outlook: Conference Call Replay

By RGE Analysts Jan 27, 2010

Economic Research

Turkey Demographics: A Mixed Blessing

By Mary Stokes and Murat Vardal Dec 28, 2009

Economic Research

Ukraine – Russia Winter Gas Showdowns: No Money, No Gas

By Jelena Vukotic Dec 15, 2009

Economic Research

Europe's Neutrals Waver

By Michael Moran Nov 13, 2009

Economic Research

Obama Sets New Myanmar Policy in Motion

By Julie Ginsberg Nov 13, 2009

Economic Research

One Year After Obama's Election: Regulatory and Fiscal Challenges

By Arpitha Bykere and Elisa Parisi-Capone Nov 4, 2009

Economic Research

Nigerian Oil: Delta Ceasefire, Political Bottlenecks

By Lee Hudson Teslik Nov 3, 2009

Economic Research

Pakistan's Surging Violence: How Big a Risk?

By Kavitha Cherian and Arpitha Bykere Oct 28, 2009

Economic Research

The Rising Sun also Sets

By Michael Moran Oct 7, 2009

Economic Research

The People's Republic Turns 60: A New Era for China?

By Adam Wolfe Sep 30, 2009

Economic Research

For Obama's Diplomacy, the Going Gets Tough

By Michael Moran Sep 30, 2009

Economic Research

Ripples of 9/11 Continue 8 Years On

By Rachel Ziemba Sep 11, 2009

Economic Research

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

By Jelena Vukotic Sep 10, 2009

Economic Research

OPEC and the Oil Market

By Rachel Ziemba Sep 3, 2009

Economic Research

A New Deal

By Mikka Pineda Aug 8, 2009

Economic Research

What's on the Table at the U.S.-China Strategic and Economic Dialogue (S&ED)?

By Rachel Ziemba and Adam Wolfe Jul 24, 2009

Economic Research

BRICs in the Monitor

By RGE Analyst Team Jun 16, 2009

Economic Research

Another Blow to the GCC Monetary Union: The UAE Pulls Out

By Ayah el Said and Rachel Ziemba May 20, 2009

Economic Research

Eastern Europe: Will Democracy Stay the Only Game in Town?

By Jelena Vukotic and Michael Bogdan Apr 30, 2009

Economic Research

Background on Thailand's Political Crisis

By Mikka Pineda Apr 15, 2009

Economic Research

Focus on the G20

By RGE Analyst Team Apr 4, 2009

Economic Research

The Role of Sovereign Wealth Funds in Energy Investment

By Rachel Ziemba Apr 2, 2009

Economic Research

GCC Sovereigns Resort to the Bond Market

By Rachel Ziemba and Ayah el Said Mar 31, 2009

Economic Research

How Far Will Remittances to the Philippines Fall in 2009?

By Mikka Pineda Mar 2, 2009

Economic Research

Treasury's Financial Stability Plan: Will it Work?

By Arpitha Bykere and Elisa Parisi-Capone Feb 11, 2009

Economic Research

Bolivia: Economic Consequences of the New Constitution

By Juan Antonio Morales and Thomas Trebat Feb 6, 2009

Economic Research

Political Unrest on the Rise in Economically Troubled Hotspots

By Jelena Vukotic Feb 3, 2009

Economic Research

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

By Mikka Pineda Feb 2, 2009

Economic Research

Obama's Presidential Honeymoon Faces Daunting Economic and Geo-Politiclal Tasks

By Arpitha Bykere, Rachel Ziemba, Kavitha Cherian and Jelena Vukotic Jan 22, 2009

Economic Research

A Wakeup Call for the New Foreign Policy Team?

By Rachel Ziemba, Kavitha Cherian, Jelena Vukotic and Christian Menegatti Dec 3, 2008

Economic Research

Canada's Fiscal Politics: The Plot Thickens

By Rachel Ziemba Dec 3, 2008

Economic Research

SWF Watch in the Midst of Financial Crisis

By Rachel Ziemba Nov 30, 2008

Economic Research

Obama's Asian Priorities

By Arpitha Bykere, Rachel Ziemba and Kavitha Cherian Nov 18, 2008

Economic Research

Barack Obama, the 44th President of the United States

By Arpitha Bykere, Rachel Ziemba, Kavitha Cherian and Christian Menegatti Nov 5, 2008

Economic Research

U.S. Home Prices Notes - How Far Will They Go

By Christian Mennegatti Nov 3, 2008

Economic Research

The Coming Global Stag-Deflation

By Nouriel Roubini Oct 25, 2008

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

U.S.-India Nuclear Accord: Nonproliferation Disaster or Landmark Deal?

By Kavitha Cherian Oct 3, 2008

Economic Research

As 08.08.08 Approaches

By Rachel Ziemba and Kavitha Cherian Aug 7, 2008

Economic Research

Have We Passed the Turning Point for Oil?

By Rachel Ziemba Jul 18, 2008

Economic Research

Will the BW2 Regime Collapse like the Original Did?

By Nouriel Roubini Jul 6, 2008

Economic Research

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

By Rachel Ziemba Jul 2, 2008

Economic Research

Rising Risk of Military Confrontation Between Israel and Iran?

By Nouriel Roubini Jun 18, 2008

Economic Research

Chills from Global Warming?

By Kavitha Cherian Jun 18, 2008

Economic Research

Sovereign Wealth Fund Watch: U.S. Taxation and Banking Oversight

By Rachel Ziemba Jun 17, 2008

Economic Research

Explaining the Oil Price Boom

By Mikka Pineda and Rachel Ziemba May 31, 2008

Economic Research

Editor's Pick: Politics Pressuring the Renminbi?

By Rachel Ziemba May 30, 2008

Economic Research

Energy Power Play: Courting Central Asia

By Jelena Vukotic Apr 23, 2008

Economic Research

New CFIUS Regulations: How Significant for Sovereign Investors?

By Rachel Ziemba Apr 22, 2008

Economic Research

Rising Food Crisis: Heading the Malthusian Way?

By Kavitha Cherian Apr 18, 2008

Economic Research

Editor's Pick: Do Investors Fight the Last War?

By Rachel Ziemba Apr 14, 2008

Economic Research

Are Sovereign Funds Buying into Energy?

By Rachel Ziemba Apr 7, 2008

Economic Research

NATO; U.S. Employment; Peru Investment Grade; Hungary Political Turmoil

By Christian Menegatti Apr 3, 2008

Economic Research

Obama Tours Asia with a Full Agenda

By RGE Analysts Nov 18, 2007

Economic Research

Dr. Roubini's 2006 Speech to the IMF

By Nouriel Roubini Sep 7, 2006

Economic Research

Global Imbalances and Risks of a U.S. and Global Slowdown in 2006

By Nouriel Roubini Jun 1, 2006

Economic Research

Offshore Outsourcing: What is the Impact on Domestic Productivity?

By Elisa Parisi-Capone May 1, 2006

Economic Research

The U.S. as a Net Debtor: The Sustainability of the U.S. External Imbalances

By Nouriel Roubini and Brad Setser Nov 17, 2004

Economic Research

Improving the Sovereign Debt Restructuring Process: Problems, Solutions and Reform

By Nouriel Roubini and Brad Setser Sep 1, 2003

Daily Digest