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Monetary Policy and Inflation

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United States: Monetary Policy

Jackson Hole: Hints About the Future of Monetary Policy

South Africa: Monetary Policy

South African Inflation Falls in July: Rate Cut in Sight?

Canada: Monetary Policy

Canadian CPI: Core Inflation Continues to Soften in July

Turkey: Monetary Policy

Turkish Monetary Policy: When Will Rate Hikes Begin?

India: Monetary Policy

Will India Continue to Hike Rates to Stay on the Curve Despite Global Cues?

Indonesia: Monetary Policy

What Does Inflation Over 6% Mean for Indonesia?

The European Central Bank and the Eurosystem

EU Interbank Stress: ECB Delays Exit Strategy to at least January 2011

Russia: Monetary Policy

Russia's Easing Cycle Is Over: When Will Hikes Come?

Japan: Monetary Policy

Japan Fights Risk Aversion With Liquidity: Is Quantitative Easing Back?

Asia/Pacific

Australia: Monetary Policy

When Will the Reserve Bank of Australia Resume Raising Rates?

Is Australian Inflation Tame Despite Economic Resilience?

Australia : Pacific : Advanced Economies : Asia/Pacific : Macro View : Monetary Policy and Inflation :

Vietnam: Monetary Policy

Is Inflation Beginning to Ease in Vietnam?

When Will Vietnam Hike Rates Again?

South East Asia : Vietnam, Cambodia and Laos : Asia/Pacific : Macro View : Monetary Policy and Inflation :

Indonesia: Monetary Policy

What Does Inflation Over 6% Mean for Indonesia?

On Hold a 12th Month: Is Bank Indonesia Falling Behind the Curve?

Indonesia : South East Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation :

Sri Lanka: Monetary Policy

Sri Lanka’s Inflation Increases in August: Are Inflationary Risks Returning?

Sri Lanka Reduces Rates in August: Will The Move Help Promote Growth?

Other South Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation :

China: Monetary Policy

Will Higher Food Prices Bring Monetary Policy Normalization in China?

First PBoC Withdrawal in Two Months: What's Up With China's Interbank Market?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Monetary Policy and Inflation : Money Markets :

Taiwan: Monetary Policy

Taiwanese Inflation Picking Up?

Taiwan Hikes Interest Rates: Will It Keep Tightening?

North East Asia : Taiwan : Asia/Pacific : Macro View : Monetary Policy and Inflation :

India: Monetary Policy

Will India Continue to Hike Rates to Stay on the Curve Despite Global Cues?

Have Inflationary Pressures Peaked in India?

India : South Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation :

Singapore: Monetary Policy

Singapore's Inflation Rate Accelerates in July: Are One-Off Factors to Blame?

Will Singapore Further Tighten Monetary Policy in October?

Singapore : South East Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation :

Malaysia: Monetary Policy

Bank Negara Malaysia Stays on Hold in September: Done for 2010?

Malaysia's July CPI Picks Up Speed: Is a Rate Hike in September More Likely?

Malaysia : South East Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation :

South Korea: Monetary Policy

Will Rising Inflationary Pressures in South Korea Lead to Tightening Ahead?

Will Inflation Risks in South Korea Pick Up in H2 2010?

North East Asia : South Korea : Asia/Pacific : Macro View : Monetary Policy and Inflation :

Pakistan: Economic Profile

Pakistan: Will IMF's Immediate Assistance of $450 million Prove Effective?

Pakistan: Will Flood Fueled Inflation Have A Domino Effect On The Economy?

Pakistan : South Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation :

Japan: Monetary Policy

Japan Fights Risk Aversion With Liquidity: Is Quantitative Easing Back?

Will the Bank of Japan Adopt Inflation Targeting?

Japan : North East Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation :

Japan: Inflation

How Severe Is Deflation in Japan?

How Long and Severe Will Deflation in Japan Be?

Japan : North East Asia : Advanced Economies : Asia/Pacific : Macro View : Monetary Policy and Inflation :

Thailand: Monetary Policy

Good News on Growth Prompts Thailand Rate Hike

Thai Deflation Bottoms: Will Core Inflation Scramble Back Up?

South East Asia : Thailand : Asia/Pacific : Emerging Markets : Macro View : Monetary Policy and Inflation :

Asia: Monetary Policy

Are Asian Policy Rates Set to Normalize?

Is Inflationary Pressure Escalating in Asia?

Asia/Pacific : Macro View : Monetary Policy and Inflation :

Japan's Lost Decade

Lessons from Japan's Crisis

Japanese Money Supply Growth: Is Japan Undergoing a Credit Crunch?

Japan : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Philippines: Monetary Policy

Will Philippine Inflation Remain Tame?

When Will the Philippines End Its Accommodative Stance?

Philippines : South East Asia : Asia/Pacific : Emerging Markets : Macro View : Monetary Policy and Inflation :

Pakistan: Monetary Policy

Pakistan Increases Policy Rates in July: Will It Effectively Contain Inflation?

Does Pakistan Still Face Inflation Risks?

Pakistan : South Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation :

Europe

Russia: The Ruble

Capital Controls for Russia?

From Home Bias to Dollar Seeking? The Role of the Euro and Dollar in Russia

Russia : Russia, CIS and the Caucasus : Europe : Macro View : Markets : Currencies : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Czech Republic: Monetary Policy

Czech Central Bank Has Europe's Lowest Nominal Policy Rate, Will It Last?

Czech Republic: Miroslav Singer Named as New Central Bank Governor

Central Europe : Czech Republic : Europe : Macro View : Monetary Policy and Inflation :

Ukraine: Economic Profile

More Monetary Easing as Ukrainian Disinflation Continues?

Ukraine Registers Strong Growth in Q2 2010

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Ukraine : Europe : Frontier Markets : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation :

Serbia: Monetary Policy

Serbia Monetary Policy: NBS Holds Rates After Surprise Hike at Last Meeting

Serbia : South East Europe : Europe : Frontier Markets : Macro View : Monetary Policy and Inflation :

Bulgaria's Currency Board

Bulgaria’s Eurozone Entry Path: Not Ready for ERM II Yet

Bulgaria: Can its Currency Board Survive?

Bulgaria : South East Europe : Europe : Macro View : Markets : Currencies : Current Financial Crisis : Monetary Policy and Inflation :

Croatia: The Kuna

How Exposed are Western Balkan Countries to a Currency Crisis?

Croatia's EU Path: Slovenian Vote on Border Deal Fuels Hopes of 2012 EU Accession

Croatia : South East Europe : Europe : Macro View : Markets : Currencies : Monetary Policy and Inflation :

The European Central Bank and the Eurosystem

EU Interbank Stress: ECB Delays Exit Strategy to at least January 2011

Parsing the ECB's Securities Markets Program

Eurozone : Greece : Europe : Macro View : Fiscal Policy : Monetary Policy and Inflation :

Austria: Inflation

Upward Trend in Austria's Inflation Halts in February 2010

Austria : Eurozone : Europe : Macro View : Monetary Policy and Inflation :

Germany: Price Dynamics (Inflation/Deflation)

Germany's Consumer Prices: Inflation Registers Mild Acceleration

Eurozone : Germany : Europe : Macro View : Monetary Policy and Inflation :

Russia: Monetary Policy

Russia's Easing Cycle Is Over: When Will Hikes Come?

How Much Will the Drought Boost Russian Inflation?

Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Macro View : Monetary Policy and Inflation :

Eurozone: Monetary Policy

ECB Keeps Interest Rates at 1%, Staff Increase Median 2010 Growth Forecast to 1%

ECB Statements: What Is the ECB Thinking?

Eurozone : France : Germany : Italy : Spain : Europe : Macro View : Monetary Policy and Inflation :

France: Price Dynamics (Inflation/Deflation)

French Inflation Slows to -0.3% m/m in July 2010

Eurozone : France : Europe : Macro View : Monetary Policy and Inflation :

Turkey: Monetary Policy

Turkish Monetary Policy: When Will Rate Hikes Begin?

Turkey: Downward Inflation Trend Continues in July

Turkey : Emerging Markets : Europe : Macro View : Monetary Policy and Inflation :

Poland: Monetary Policy

Polish Monetary Policy: Are Rate Hikes Back on the Table?

Poland: New Central Bank Governor Appointed

Central Europe : Poland : Europe : Macro View : Monetary Policy and Inflation :

United Kingdom: Monetary Policy

UK Inflation Decelerates Again in July: Will This Trend Continue?

UK Quantitative Easing: An End or a Pause?

United Kingdom : Europe : Macro View : Monetary Policy and Inflation :

Nordics: Monetary Policy

Danish Authorities Still in Favor of Joining the Eurozone

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

Denmark : Nordics : Norway : Sweden : Europe : Macro View : Monetary Policy and Inflation :

Ireland: Inflation

Ireland: What Is the Inflation Outlook for 2010?

Eurozone : Ireland : Europe : Macro View : Monetary Policy and Inflation :

EU Newcomers: Monetary Policy

Hungarian Central Bank: In Wait-and-See Mode, Holds at 5.25% in August

Romania Monetary Policy: Inflationary Pressures Keep Rate on Hold in August

Central Europe : Hungary : Poland : Romania : South East Europe : Emerging Markets : Europe : Macro View : Monetary Policy and Inflation :

The Serbian Dinar

Serbia Monetary Policy: NBS Holds Rates After Surprise Hike at Last Meeting

Serbia : South East Europe : Europe : Frontier Markets : Macro View : Markets : Currencies : Monetary Policy and Inflation :

Switzerland: Monetary Policy and Inflation

Swiss Inflation Slows to 0.4% y/y in July 2010

Swiss National Bank Maintains Expansionary Monetary Policy

Switzerland : Europe : Macro View : Monetary Policy and Inflation :

Eurozone: Price Dynamics (Inflation/Deflation)

How Serious is the Risk of Deflation in the Eurozone?

Is the ECB Right About Tracking the Money Supply?

Eurozone : Europe : Macro View : Monetary Policy and Inflation :

The Impact of ECB Easing

Danish Monetary Policy: Rate Cuts Over for Now?

Is the ECB Monetary Stance Adequate for Germany?

Europe : Finance and Banking : Macro View : Monetary Policy and Inflation :

Monetary Policy and Asset Bubbles

Should Central Banks Fight Asset Bubbles? Views of Practicioners and Academics

Outside the Box Approaches to Deal With Boom and Bust in the Era of Financial Innovation

Advanced Economies : Europe : North America : Macro View : Monetary Policy and Inflation : Systemic Risk, Vulnerabilities and Asset Bubbles :

Optimal Currency Blocs

Is EMU More Resilient Today Than ERM During the Early 1992 Crisis?

German Manufacturing Activity and Sentiment Cooling: Is the Strong Euro Starting to Bite?

Europe : Macro View : International Trade and Globalization : Monetary Policy and Inflation :

European Monetary Union: Stabilizing or Diverging?

Europe : Macro View : Monetary Policy and Inflation :

Latin America

Argentina: The Argentine Peso

Argentina's Efforts to Re-Enter International Capital Markets

Argentina's Artificially Low Inflation: Gradual Default on Inflation Indexed Bonds?

Argentina : Latin America : Macro View : Markets : Currencies : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Mexico: Monetary Policy

What Is Mexico's Monetary Policy Outlook for 2010?

Will Mexico's Inflation Remain Benign in H2 2010? What About 2011?

Mexico : Latin America : Macro View : Monetary Policy and Inflation :

Colombia's Central Bank

When Will the Colombian Central Bank Start Removing Monetary Accommodation?

How Is Colombia's Central Bank Dealing with the Rapid Appreciation of the Peso?

Andean : Colombia : Latin America : Macro View : Monetary Policy and Inflation :

Chile: Monetary Policy

Chilean Monetary Policy: How Much Tightening in 2010?

What Is Chile's Inflation Outlook for 2010?

Chile : Latin America : Macro View : Monetary Policy and Inflation :

Chile: Price Dynamics (Inflation/Deflation)

What Is Chile's Inflation Outlook for 2010?

Chilean Monetary Policy: How Much Tightening in 2010?

Chile : Latin America : Macro View : Markets : Currencies : Monetary Policy and Inflation :

Latin America: Monetary Policy

Will Brazil Resume Tightening in 2011?

What Is Mexico's Monetary Policy Outlook for 2010?

Argentina : Brazil : Chile : Mexico : Latin America : Macro View : Monetary Policy and Inflation :

Argentina: Price Dynamics (Inflation/Deflation)

Argentina's Artificially Low Inflation: Gradual Default on Inflation Indexed Bonds?

State Intervention in Grain Trade: Will it Solve the Farmers' Strike in Argentina?

Argentina : Latin America : Macro View : Monetary Policy and Inflation :

Brazil: Monetary Policy

When Will Brazilian Inflation Move Closer to Target?

Will Brazil Resume Tightening in 2011?

Brazil : Latin America : Macro View : Monetary Policy and Inflation :

Middle East and Africa

Tunisia: Economic Profile

Tunisia's Economic Prospects: Great Challenges Despite its Resilience

Maghreb : Middle East and Africa : Macro View : External Balance : Fiscal Policy : Growth Outlook and Business Cycle : International Trade and Globalization : Monetary Policy and Inflation :

South Africa: Monetary Policy

South African Inflation Falls in July: Rate Cut in Sight?

Will South Africa Cut Interest Rates in September?

South Africa : Emerging Markets : Middle East and Africa : Macro View : Monetary Policy and Inflation :

Egypt: Monetary Policy and Price Dynamics (Inflation/Deflation)

Egypt's Central Bank Remains on Hold in July: When Will Monetary Tightening Begin?

Egypt's Inflation Remains Unchanged in July: Will Phasing Out Energy Subsidies Re-Ignite Pressures?

Egypt : Emerging Markets : Middle East and Africa : Macro View : Monetary Policy and Inflation :

Iran: Economic Profile

Will Iran Be Able to Phase Out Subsidies?

Is Iran's Banking System in Crisis?

Iran : Middle East and Africa : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation :

Saudi Arabia: Monetary Stance and Price Dynamics (Inflation/Deflation)

Rising Rents and Food Contributing to a Saudi Inflation Spike

Saudi Monetary Stance: Will Interest Rates Remain at a Record Low?

Gulf Cooperation Council : Saudi Arabia : Frontier Markets : Middle East and Africa : Macro View : Monetary Policy and Inflation :

Israel: Monetary Policy

Bank of Israel Holds for September: When Will Rate Hikes Resume?

Israel's Inflation Eases in July: Will Inflation Continue Its Downward Trend in H2 2010?

Israel : Middle East and Africa : Macro View : Monetary Policy and Inflation :

Zimbabwe: Economic Profile

Zimbabwe: Return to Despair?

What is the Short Term Emergency Response Program (STERP)?

Sub-Saharan Africa : Middle East and Africa : Macro View : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

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 :

Kuwait: Monetary Policy

Kuwait's Financial Vulnerabilities: Still the Major Drag on Growth?

How Effective has the GCC Response to the Liquidity Squeeze Been?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Macro View : Monetary Policy and Inflation :

United Arab Emirates: Monetary Stance and Price Dynamics (Inflation/Deflation)

UAE’s Inflation: Is Up the Only Way to Go?

UAE Central Bank Boosts Liquidity in the Face of Dubai Strain: Will More Provisions Be Needed?

Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Macro View : Monetary Policy and Inflation :

Sub-Saharan Africa Currency Trends

Nigeria: Will the Naira Stabilize?

Will the South African Rand (ZAR) Remain Strong Through 2010?

South Africa : Sub-Saharan Africa : Emerging Markets : Frontier Markets : Middle East and Africa : Macro View : Markets : Currencies : Monetary Policy and Inflation :

GCC: Exchange Rate Regimes

GCC Monetary Union: Will Euro Crisis Delay the Launch of a Single Currency?

Should GCC Countries De-peg from the Dollar?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : Frontier Markets : Middle East and Africa : Macro View : Markets : Currencies : Energy Security and Supply Risks : Monetary Policy and Inflation :

Qatar: Monetary Stance and Price Dynamics (Inflation/Deflation)

Qatar's Inflation Takes a Freefall

GCC Monetary Policy: Low Interest Rates Here to Stay?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Middle East and Africa : Macro View : Monetary Policy and Inflation :

North America

United States: Price Dynamics (Inflation/Deflation)

U.S. Producer Prices: Any Signs of Pressure in the Pipeline?

U.S. Consumer Prices: Core Prices Remain Weak

United States : North America : Macro View : Monetary Policy and Inflation :

United States: Monetary Policy

Jackson Hole: Hints About the Future of Monetary Policy

Kansas City Fed Symposium: “Macroeconomic Challenges: The Decade Ahead”

United States : Advanced Economies : North America : Finance and Banking : Macro View : Monetary Policy and Inflation :

United States: Federal Reserve

Forthcoming Changes in the Composition of the FOMC

Will the Recipients of the Fed's Emergency Lending Programs Be Disclosed?

United States : North America : Macro View : Monetary Policy and Inflation :

Canada: Economic Profile

Canadian Growth Slows to 2% in Q2: How Strong Will It Be in 2010?

Bank of Canada Increases Interest Rate to 0.75%: More Cautious Tone Ahead?

Canada : North America : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation :

Global Monetary System

Is It Time for a New Global Reserve Currency?

Are Central Banks Rethinking the Euro's Role as a Reserve Currency?

United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Monetary Policy and Inflation :

Canada: Monetary Policy

Canadian CPI: Core Inflation Continues to Soften in July

Bank of Canada Increases Interest Rate to 0.75%: More Cautious Tone Ahead?

Canada : Advanced Economies : North America : Macro View : Monetary Policy and Inflation :

Canada: The Canadian Dollar

Canadian Dollar: Is Parity the Loonie's New Reality?

Oil and the Canadian Dollar: A Diverging Relationship?

Canada : North America : Macro View : Markets : Currencies : Monetary Policy and Inflation :

Monetary Policy and Asset Bubbles

Should Central Banks Fight Asset Bubbles? Views of Practicioners and Academics

Outside the Box Approaches to Deal With Boom and Bust in the Era of Financial Innovation

Advanced Economies : Europe : North America : Macro View : Monetary Policy and Inflation : Systemic Risk, Vulnerabilities and Asset Bubbles :

United States: Future Federal Reserve Policy Regimes

Will the Fed Switch to a New Benchmark Interest Rate?

Dodd-Frank Bill: Financial Sector Adapts Business to Comply With the Volcker Rule

United States : North America : Macro View : Monetary Policy and Inflation :

Global Monetary Policy

Would Negative Nominal Interest Rates End the Credit Crunch?

How Do Housing Markets Affect Monetary Policy?

Advanced Economies : Emerging Markets : Frontier Markets : North America : World : Macro View : Monetary Policy and Inflation :

Monetary Policy and Inflation Topic Pages: Central Bank Independence | Central Bank Transparency | Inflation Targeting

RGE Analysis

CHINA MONTHLY

Wen Ex Machina

By Adam Wolfe and Rachel Ziemba Sep 1, 2010

CROSS ASSET MONTHLY

Credit: Who Gets Their Pound of Flesh?

David Nowakowski Aug 31, 2010

CROSS ASSET MONTHLY

Emerging Markets: At the Cross Roads

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

Yen-tervention: When, How and Why Not Yet?

By Mikka Pineda Aug 27, 2010

LATAM FOCUS

Brazil’s Spending Remains High Before Election

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

Asia Week Ahead: Growth Concerns Outweigh Inflation Risks

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

North America Focus: Weak U.S. Data Spark 'Race to the Bottom'; Canada's Consumers Still Cool

By Prajakta Bhide, Tetiana Sears, Christian Menegatti and Rachel Ziemba Aug 23, 2010

Europe Weekly Spotlight: UK and German Inflation; Turkish Monetary Policy; Nordic PMIs

By RGE’s Europe Analyst Team Aug 20, 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

Brazil: Growth and SELIC Still Adjusting Downward

By Bertrand Delgado Aug 16, 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

LatAm Focus: Brazil’s Growth Decelerates While Colombia and Venezuela Mend Ties

By Bertrand Delgado, Juan Lorenzo Maldonado and Maria Paula Carvajal Aug 13, 2010

Asia Week Ahead: Waxing Inflation, Waning Growth

By Adam Wolfe, Mikka Pineda, Michael Manetta and Arpitha Bykere Aug 12, 2010

RGE STRATEGY FLASH

Deus Ex Machina

By Arun Motianey Aug 11, 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

RGE STRATEGY FLASH

Brazil: Central Bank Report and Markets Suggest 2010 Tightening Cycle Is Ending

By Bertrand Delgado Aug 9, 2010

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

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 6, 2010

China Focus: Inflation, Trade Tensions Heat Up

By Adam Wolfe and Rachel Ziemba Aug 6, 2010

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

Asia Week Ahead: Private Demand an Unlikely Antidote for Export Ailments

By Arpitha Bykere, Adam Wolfe, Michael Manetta and Mikka Pineda Aug 5, 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

LATAM FOCUS

Week Ahead (Week of August 2, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 30, 2010

Europe Weekly Spotlight: EZ Corporate Credit Conditions; Inflation Risks in Russia

By Elisa Parisi-Capone, Katharina Jungen, Rachel Ziemba, David Rogovic, Mikko Forss and Jelena Vukotic Jul 30, 2010

LatAm Focus: Brazil Shifts to Dovish While Mexico Stays Neutral

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 30, 2010

Asia Week Ahead: Skidding Exports to Keep Rate Hikes Gradual Despite Inflation

By Arpitha Bykere, Michael Manetta, Mikka Pineda and Rachel Ziemba Jul 29, 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

North America Focus: Growth Slowdown Preoccupies the Fed; Bank of Canada Takes It Slow

By Prajakta Bhide, Tetiana Sears, Christian Menegatti and Rachel Ziemba Jul 26, 2010

LATAM FOCUS

Week Ahead (Week of July 26, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 23, 2010

LatAm Focus: Brazil's Central Bank Sees Lower Inflation Risk

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 23, 2010

Asia Week Ahead: Gradual Monetary Tightening to Continue Despite Signs of Slowdown

By Arpitha Bykere, Mikka Pineda, Michael Manetta and Adam Wolfe Jul 22, 2010

Red Light, Green Light: China's Monetary Policy Gets Stuck in Traffic

By Adam Wolfe and Rachel Ziemba Jul 21, 2010

Rising Risks in Hungary: The Latest Flashpoint

By Mary Stokes Jul 20, 2010

Europe Weekly Spotlight: Germany Peaks; Slovakia Relents; UK House Price Indexes Diverge

By Katharina Jungen, Jelena Vukotic, Mary Stokes, Elisa Parisi-Capone, Mikko Forss and Parul Walia Jul 16, 2010

LATAM FOCUS

Week Ahead (Week of July 19, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 16, 2010

GLOBAL ECONOMIC OUTLOOK

Singapore: Q3 2010 Outlook

By Arpitha Bykere Jul 15, 2010

GLOBAL ECONOMIC OUTLOOK

United States: Q3 2010 Outlook

By Christian Menegatti and Prajakta Bhide Jul 15, 2010

GLOBAL ECONOMIC OUTLOOK

Global Overview: Q3 2010 Outlook

By Christian Menegatti, Rachel Ziemba and Nouriel Roubini Jul 15, 2010

LatAm Focus: Inflation Spells Trouble for Argentina

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 15, 2010

LatAm Focus: Inflation Outlook Brightens for Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 13, 2010

GLOBAL ECONOMIC OUTLOOK

United Kingdom: Q3 2010 Outlook

By Parul Walia Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Indonesia: Q3 2010 Outlook

By Arpitha Bykere Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Serbia: Q3 2010 Outlook

By Jelena Vukotic Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Turkey: Q3 2010 Outlook

By Mary Stokes Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Asia/Pacific: Q3 2010 Outlook

By Arpitha Bykere Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

South Korea: Q3 2010 Outlook

By Arpitha Bykere Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Baltics: Q3 2010 Outlook

By David Rogovic Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Central Europe: Q3 2010 Outlook

By Mary Stokes Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Slovakia: Q3 2010 Outlook

By Mary Stokes Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Czech Republic: Q3 2010 Outlook

By Mary Stokes Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Hungary: Q3 2010 Outlook

By Mary Stokes Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Poland: Q3 2010 Outlook

By Mary Stokes Jul 12, 2010

GLOBAL ECONOMIC OUTLOOK

Italy: Q3 2010 Outlook

By Katharina Jungen Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Germany: Q3 2010 Outlook

By Katharina Jungen Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Spain: Q3 2010 Outlook

By Elisa Parisi-Capone Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Greece: Q3 2010 Outlook

By Elisa Parisi-Capone Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Switzerland: Q3 2010 Outlook

By Katharina Jungen Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Ireland: Q3 2010 Outlook

By Katharina Jungen and Elisa Parisi-Capone Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

France: Q3 2010 Outlook

By Katharina Jungen Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Portugal: Q3 2010 Outlook

By Katharina Jungen Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Eurozone: Q3 2010 Outlook

By Elisa Parisi-Capone Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Malaysia: Q3 2010 Outlook

By Arpitha Bykere Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Vietnam: Q3 2010 Outlook

By Michael Sieburg and Arpitha Bykere Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Other Southeast Asia: Q3 2010 Outlook

By Michael Sieburg and Arpitha Bykere Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Southeast Europe: Q3 2010 Outlook

By Jelena Vukotic Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Croatia: Q3 2010 Outlook

By Jelena Vukotic Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Bulgaria: Q3 2010 Outlook

By Jelena Vukotic Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Romania: Q3 2010 Outlook

By Jelena Vukotic Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Sub-Saharan Africa: Q3 2010 Outlook

By Kavitha Cherian and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

South Africa: Q3 2010 Outlook

By Kavitha Cherian Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Nigeria: Q3 2010 Outlook

By Kavitha Cherian and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Latin America: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Argentina: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Chile: Q3 2010 Outlook

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Colombia: Q3 2010 Outlook

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Mexico: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Brazil: Q3 2010 Outlook

By Bertrand Delgado Jul 10, 2010

Venezuela: Q3 2010 Outlook

By Juan Lorenzo Maldonado Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Canada: Q3 2010 Outlook

By Tetiana Sears and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Middle East and North Africa (MENA): Q3 2010 Outlook

By Ayah El Said and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Iran: Q3 2010 Outlook

By Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Israel: Q3 2010 Outlook

By Rachel Ziemba and Ayah El Said Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Maghreb: Q3 2010 Outlook

By Maya Rusinowicz and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Bahrain: Q3 2010 Outlook

By Ayah El Said and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Iraq: Q3 2010 Outlook

By Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Kuwait: Q3 2010 Outlook

By Rachel Ziemba and Ayah El Said Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Oman: Q3 2010 Outlook

By Rachel Ziemba and Ayah El Said Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Egypt: Q3 2010 Outlook

By Ayah El-Said Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Levant: Q3 2010 Outlook

By Rachel Ziemba, Ayah El Said and Maya Rusinowicz Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

United Arab Emirates: Q3 2010 Outlook

By Ayah El Said and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Saudi Arabia: Q3 2010 Outlook

By Rachel Ziemba and Ayah El Said Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Qatar: Q3 2010 Outlook

By Rachel Ziemba and Ayah El Said Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Commodities: Q3 2010 Outlook

By Lee Hudson Teslik, Mikka Pineda and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

India: Q3 2010 Outlook

By Arpitha Bykere Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Other South Asia: Q3 2010 Outlook

By Ashfia Rahman and Arpitha Bykere Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Taiwan: Q3 2010 Outlook

By Adam Wolfe Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

China: Q3 2010 Outlook

By Adam Wolfe and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Hong Kong: Q3 2010 Outlook

By Adam Wolfe Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Commonwealth of Independent States: Q3 2010 Outlook

By Kavitha Cherian and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Russia: Q3 2010 Outlook

By Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Kazakhstan: Q3 2010 Outlook

By Kavitha Cherian and Rachel Ziemba Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Ukraine: Q3 2010 Outlook

By Kavitha Cherian Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Macro Forecast: Q3 2010 Outlook Update

By RGE Analysts Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Nordics: Q3 2010 Outlook

By Mikko Forss Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Finland: Q3 2010 Outlook

By Mikko Forss Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Norway: Q3 2010 Outlook

By Mikko Forss Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Denmark: Q3 2010 Outlook

By Mikko Forss Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Iceland: Q3 2010 Outlook

By Mikko Forss Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Sweden: Q3 2010 Outlook

By Mikko Forss Jul 10, 2010

GLOBAL ECONOMIC OUTLOOK

Peru: Q3 2010 Outlook

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 10, 2010

China Focus: Treading Water or Drowning?

By Adam Wolfe and Rachel Ziemba Jul 7, 2010

LATAM FOCUS

Week Ahead (Week of July 5, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 2, 2010

GLOBAL ECONOMIC OUTLOOK

Thailand: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

GLOBAL ECONOMIC OUTLOOK

Philippines: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

GLOBAL ECONOMIC OUTLOOK

Australia: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

GLOBAL ECONOMIC OUTLOOK

New Zealand: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

GLOBAL ECONOMIC OUTLOOK

Japan: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

Asia Week Ahead: Central Banks Weigh Tightening With G3 on Hold and Global Growth Slowing

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba Jul 1, 2010

LatAm Focus: Brazil Settles Into Slower Growth

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 1, 2010

LATAM FOCUS

Mexico's Economic Activity Fails to Impress

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 29, 2010

Europe Weekly Spotlight: Growth in Turkey, Austerity Beyond (even France)

By Elisa Parisi-Capone, Mary Stokes, Katharina Jungen, Mikko Forss, Parul Walia and David Rogovic Jun 25, 2010

LATAM FOCUS

Signs of Marginal Deceleration in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 24, 2010

LATAM FOCUS

Parsing Colombia's New President

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 22, 2010

LATAM FOCUS

Week Ahead (Week of June 21, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 18, 2010

Asia Week Ahead: Vulnerabilities to the EU Are Here to Stay

By Arpitha Bykere and Mikka Pineda Jun 17, 2010

LATAM FOCUS

Peru Shows No Sign of Slowing

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 15, 2010

Asia Week Ahead: Regional Divergences in Growth and Inflation Risks

By Arpitha Bykere and Mikka Pineda Jun 10, 2010

LatAm Focus: Inflation Behaving but Still Under Watch

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 10, 2010

Asia Week Ahead: Signs of Easing Growth Challenge Monetary Policy

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba Jun 3, 2010

LatAm Focus: Eurozone Jitters Yet to Shake Mexico Consumer Confidence

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 3, 2010

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

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

LatAm Focus: Brazil Leads as Venezuela Lags

By Bertrand Delgado and Juan Lorenzo Maldonado May 27, 2010

LATAM FOCUS

What's Coming Up? (Week of May 17, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado May 14, 2010

LatAm Focus: Another Sign of Breakneck Growth in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado May 13, 2010

GLOBAL ECONOMIC OUTLOOK

Trade Outlook Update: Multi-Speed Global Recovery to Restrain Flows

By Arpitha Bykere May 13, 2010

LatAm Focus: Inflation Swells in Brazil, Dwindles in Mexico

By Bertrand Delgado and Juan Lorenzo Maldonado May 11, 2010

China Focus: Rate Hikes Off for Another Month?

By Adam Wolfe and Rachel Ziemba May 5, 2010

LatAm Focus: Hawkish Statements Foreshadow Brazil’s Next Move

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 27, 2010

LATAM FOCUS

Seasonal Factors Temper Mexico's Inflation

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 22, 2010

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 20, 2010

LATAM FOCUS

What's Coming Up? (Week of April 19, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 16, 2010

LATAM FOCUS

New Forecast for Brazil After Pleasant Surprises

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 15, 2010

LatAm Focus: Inflation Outlook Defies Brazil's Central Bank Target

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 13, 2010

Time to Position for Higher Rates in Russia

By Natalia Gurushina Apr 13, 2010

LATAM FOCUS

What's Coming Up? (Week of April 12, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 9, 2010

LatAm Focus: Blame Perishables for High Inflation

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 8, 2010

LATAM FOCUS

Mexico's Inflation Outlook Dims

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 6, 2010

LatAm Focus: Growth Dynamics Remain Sound in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Apr 1, 2010

In China, Politics Trump Monetary Policy

By Adam Wolfe Mar 31, 2010

LatAm: Brazil Inflation Holds Steady as Expectations Waver

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 30, 2010

Time to Take Profit on Long Polish Zloty Positions

By Natalia Gurushina and Mary Stokes Mar 29, 2010

LatAm: What's Coming Up? (Week of March 29, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 26, 2010

LatAm: All Signs Point to April Hike for Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 25, 2010

LatAm: Mexico Not Yet Fueling Its Own Engine

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 23, 2010

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

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

LatAm: What's Coming Up? (Week of March 22, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 19, 2010

LatAm: Brazil Central Bank Still Won’t Budge

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 18, 2010

After Hike, Malaysia Central Bank Plays Waiting Game

By Arpitha Bykere Mar 17, 2010

LatAm: What's Coming Up? (Week of March 15, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 12, 2010

LatAm: Brazil Strides Forward, Chile Treads with Caution

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 11, 2010

LatAm: Waiting on Hikes and Surveying Quake Damage

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 9, 2010

China: What to Expect from the February Data

By Adam Wolfe and Rachel Ziemba Mar 9, 2010

LatAm: Positive Dynamics Persist but Beware of Cool Breezes from the North

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 4, 2010

LatAm: Never a Dull Moment

By Bertrand Delgado and Juan Lorenzo Maldonado Mar 2, 2010

Latin America: What's Coming Up?

By Bertrand Delgado and Juan L. Maldonado Feb 19, 2010

China: No Exit

By Adam Wolfe Feb 19, 2010

Latin America: Inflation on the Rise at the Beginning of 2010

By Bertrand Delgado and Juan L. Maldonado Feb 9, 2010

Latin America: What’s Coming Up?

By Bertrand Delgado Feb 8, 2010

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

By Adam Wolfe and Rachel Ziemba Jan 25, 2010

How Much Are Eurozone Banking Systems Borrowing from the ECB?

By Elisa Parisi-Capone Dec 3, 2009

Global Monetary Policy Outlook

The RGE Analyst Team Nov 11, 2009

Chinese Monetary Policy: Little Effect on Overcapacities, and Risks of Blowing a Property Bubble

Adam Wolfe and Rachel Ziemba Oct 21, 2009

Fine-Tuning Australian Monetary Policy

Mikka Pineda Oct 16, 2009

The Fed's Balance Sheet and Possible Exit Strategies

Mikka Pineda and Christian Menegatti Oct 1, 2009

Chinese Credit Policy: Is Fine-Tuning Prompting Too Much of a Property Boom?

Adam Wolfe and Rachel Ziemba Sep 22, 2009

Turkey’s Policy Rate at All-Time Low: Is the Central Bank Pushing on a String?

Mary Stokes Sep 21, 2009

Comparing Three Crises

Mikka Pineda Sep 9, 2009

On the Reappointment of Ben Bernanke

Nouriel Roubini Aug 25, 2009

The Exit Strategy from the Monetary and Fiscal Easing: Damned if You Do, Damned if You Don't

Nouriel Roubini Aug 24, 2009

Iceland's Rollback of Central Bank Independence: A Sign of Things to Come Elsewhere?

Mary Stokes Apr 9, 2009

Anticipating the ECB’s Next Moves

Mikka Pineda Apr 1, 2009

Some Comments on the Fed's Latest Move

RGE Analyst Team Mar 19, 2009

Is This the End of the Central Bank of Egypt's Tightening Cycle?

Ayah el Said Feb 11, 2009

Mexico: Headline Inflation Surprised to the Downside but Core CPI Remained Sticky in January

Italo Lombardi and Bertrand Delgado Feb 10, 2009

ECB Monetary Policy: Tight-Fisted or Misunderstood?

Mikka Pineda Feb 8, 2009

Will Aggressive Monetary and Fiscal Measures Prevent Stag-Deflation in 2009?

RGE Analyst Team Dec 12, 2008

The U.S. Credit Card Industry in 2009

Mathias Kruettli Dec 12, 2008

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"

Nouriel Roubini Nov 21, 2008

Have Firms in Latin America Reduced Their Exposure to FX Fluctuations?

Italo Lombardi Nov 11, 2008

Latin American CDS Spreads and Currencies: A Quick, Descriptive Analysis

Italo Lombardi Oct 27, 2008

Revisiting my February Paper “The Risk of a Systemic Financial Meltdown: The 12 Steps to Financial Disaster”… and Some New Policy Recommendations to Avoid the Meltdown

Nouriel Roubini Oct 8, 2008

The Fed Keeps on Wasting Time While the Mother of All Bank Runs is Underway

Nouriel Roubini Oct 6, 2008

A Wobbly Coalition of the Unwilling

Nouriel Roubini and Mikka Pineda Aug 10, 2008

Where in the World is Wage Inflation?

Mikka Pineda Aug 4, 2008

Japense Inflation: The Good, the Bad and the Ugly

Mary Stokes Jun 30, 2008

Navigating Through Stagflation

Christian Menegatti Jun 17, 2008

The Rising Specter of Global Stagflation?

Christian Menegatti Jun 11, 2008

Happy Birthday, ECB!

Christian Menegatti Jun 3, 2008

Sick Men of Eastern Europe: Is Pegging to Blame?

Mary Stokes May 30, 2008

Oil and Inflation on RGE

Christian Menegatti May 28, 2008

Inflation Pressures Emerging Asia

Christian Menegatti May 6, 2008

The Coming Global Economic Slowdown and Rising Inflation: Is Stagflation-Lite in the Cards?

Nouriel Roubini Apr 29, 2008

Oil Supply; Agricultural Commodities; Inflation in Asia; Brazil COPOM Hike; Emerging Europe Inflation

Christian Menegatti Apr 17, 2008

How Exposed is Canada to the U.S. Economy?

Rachel Ziemba Apr 8, 2008

Overview of Fed's New Lending Facilities

Elisa Parisi-Capone Mar 17, 2008

Iran: Follow the (Oil) Money

Rachel Ziemba Mar 13, 2008

Can the Fed and Policy Makers Avoid a Systemic Financial Meltdown? Most Likely Not.

Nouriel Roubini Feb 8, 2008

Stable Inflation Versus Volatile Asset Prices: A Trade-Off?

Elisa Parisi-Capone Jul 20, 2007

Growth Differentials in the EMU: Facts and Considerations

Nouriel Roubini, Elisa Parisi-Capone and Christian Menegatti Jun 1, 2007

Monetary Policy, Incentives and Moral Hazard

Elisa Parisi-Capone Jun 20, 2006

EconoMonitors

US EconoMonitor

No Clothes

Tim Duy Sep 1, 2010

Emerging Markets Monitor

Foot Massage in a Turkish Bath

Emre Deliveli Sep 1, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - No Chance of a V-Shaped Recovery

Nouriel Roubini, Christian Menegatti, and Prajakta Bhide Sep 1, 2010

Europe EconoMonitor

On the Shoulders of Giants - How Spain Is Destined to Follow in Germany's Footsteps

Edward Hugh Aug 31, 2010

Europe EconoMonitor

The Baron Münchhausen Effect

Edward Hugh Aug 30, 2010

US EconoMonitor

Did I Hear that Right? You Want to Raise Interest Rates?

Mark Thoma Aug 30, 2010

US EconoMonitor

Driving Me Crazy

Tim Duy Aug 30, 2010

US EconoMonitor

Warning: Why Cheaper Money Won’t Mean More Jobs

Robert Reich Aug 30, 2010

RGE Analysts' EconoMonitor

Mexico: Investors Looking at Business Confidence and Future Growth

Bertrand Delgado Aug 30, 2010

US EconoMonitor

More Debate on QE

Yves Smith Aug 27, 2010

RGE Analysts' EconoMonitor

Chile’s Central Bank Intervenes Verbally as Local Currency Appreciates

Bertrand Delgado and Juan Lorenzo Maldonado Aug 27, 2010

Finance & Markets Monitor

More Thoughts on What to Expect from the Fed

James Hamilton Aug 26, 2010

Nouriel Roubini's EconoMonitor

Roubini on CNBC: Rising Risk of Double Dip

Nouriel Roubini Aug 26, 2010

US EconoMonitor

It Is Time for Bernanke to Stake Out a Public Position

Mark Thoma Aug 24, 2010

US EconoMonitor

Will the Fed Do More?

James Hamilton Aug 20, 2010

RGE Analysts' EconoMonitor

Germany Inflation Fears on the Rise

Katharina Jungen Aug 20, 2010

Peterson Institute for International Economics Monitor

The Sun Is Rising in the East

Anders Aslund Aug 19, 2010

Nouriel Roubini's EconoMonitor

Nouriel Roubini RADIOLIVE Interview on the New Normal and Lessons Learned

Nouriel Roubini Aug 19, 2010

Asia EconoMonitor

A Yen for Misbehaving

Mikka Pineda Aug 19, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - FOMC Warms Up the Helicopter

Prajakta Bhide and Christian Menegatti Aug 18, 2010

Europe EconoMonitor

Turkish Labor Market Confirms Slowdown in the Second Derivative

Emre Deliveli Aug 16, 2010

Latin America Economonitor

Going Against the Conventional Macroeconomic Wisdom in Brazil 2010

Antonio Carlos Lemgruber Aug 16, 2010

Emerging Markets Monitor

Some Big Ideas from Small Countries

Jeffrey Frankel Aug 16, 2010

US EconoMonitor

On the Rising Risk of Deflation: Are We There Yet?

Christian Menegatti and Prajakta Bhide Aug 16, 2010

US EconoMonitor

A Bleak View

Tim Duy Aug 16, 2010

US EconoMonitor

The Fed Didn't Announce QE2

Rebecca Wilder Aug 13, 2010

Europe EconoMonitor

The Carsi Approach to Turkish Monetary Policy

Emre Deliveli Aug 12, 2010

Nouriel Roubini's EconoMonitor

Nouriel Roubini Tea with The Economist Video on U.S. and Global Economy Outlook

Nouriel Roubini Aug 11, 2010

RGE Analysts' EconoMonitor

Peru’s Central Bank Increases Reserve Requirements

Bertrand Delgado and Juan Lorenzo Maldonado Aug 11, 2010

US EconoMonitor

CPI, CRB Do Not Disprove Deflation Thesis

Barry Ritholtz Aug 10, 2010

US EconoMonitor

Waiting for Nothing?

Tim Duy Aug 9, 2010

US EconoMonitor

It’s Hard to Take the Fiscal Hawks Seriously: Testimony to the Senate Budget Committee

Simon Johnson Aug 5, 2010

Emerging Markets Monitor

Andy Xie on China's Empty Apartments

Yves Smith Aug 4, 2010

Finance & Markets Monitor

Still Wondering, Worrying & Debating About Deflation

James Picerno Aug 4, 2010

US EconoMonitor

Handicapping the Next FOMC Meeting

Tim Duy Aug 3, 2010

US EconoMonitor

Some Observations Regarding Interest on Reserves

David E. Altig Aug 2, 2010

US EconoMonitor

Options for Monetary Stimulus

James Hamilton Aug 2, 2010

US EconoMonitor

More on Disinflation

Tim Duy Aug 2, 2010

RGE Analysts' EconoMonitor

Latin America Market Snapshot: Bovespa Maintains Winning Streak While Rest of Markets Show Mild Losses

Ana Pulido-Carrillo Jul 30, 2010

Finance & Markets Monitor

Do the Latest European Bank Lending Numbers Reveal a Major Headache Looming For the ECB?

Edward Hugh Jul 30, 2010

Global Macro EconoMonitor

What Lies Ahead For the US Economy? The Global Economy?

Fabius Maximus Jul 29, 2010

RGE Analysts' EconoMonitor

Asian Market Snapshot: Markets Show Mixed Results on News From Federal Reserve

Obinnaya Okwara Jul 29, 2010

Global Macro EconoMonitor

Divergence

Claus Vistesen Jul 29, 2010

Asia EconoMonitor

The PBoC Can’t Easily Raise Interest Rates

Michael Pettis Jul 28, 2010

RGE Analysts' EconoMonitor

Asian Market Snapshot: Stocks Gain on Optimism From Corporate Earnings

Obinnaya Okwara Jul 28, 2010

Asia EconoMonitor

US-China Economic Conflict: Not Dead, But Asleep

Robert M. Cutler Jul 27, 2010

Asia EconoMonitor

Asian Market Snapshot: Markets Mostly Up on Increase in U.S. New Home Sales

Obinnaya Okwara Jul 27, 2010

US EconoMonitor

Rising NAIRU?

Tim Duy Jul 27, 2010

Latin America Economonitor

Is Brazil Overheating?

Edward Harrison Jul 27, 2010

Asia EconoMonitor

Asian Market Snapshot: Most Markets Gain as EU Stress Test Results Ease Concerns

Obinnaya Okwara Jul 26, 2010

Latin America Economonitor

Brazil: Flying

Walter Molano Jul 22, 2010

Global Macro EconoMonitor

A Marriage Made in Heaven or Hell: Monetary and Financial Stability

Jose Vinals Jul 20, 2010

Asia EconoMonitor

East Asia’s On/Off Switch

Arpitha Bykere and Adam Wolfe Jul 15, 2010

Global Macro EconoMonitor

Inflation Expectations Are Jointly Falling?

Rebecca Wilder Jul 14, 2010

US EconoMonitor

A Deepening Divide?

Tim Duy Jul 13, 2010

Europe EconoMonitor

Turkey: The Sum of All Fears

Emre Deliveli Jul 8, 2010

US EconoMonitor

Bernanke Created Half of 234 Years’ Worth of Money Supply

Barry Ritholtz Jul 6, 2010

Global Macro EconoMonitor

The Treasury View Failed in the 1930s. Why Should It Work Now?

Roberto Tamborini Jul 1, 2010

RGE Analysts' EconoMonitor

Will Debt Problems Metastasize to ‘Core’ European States?

RGE Analyst Team Jul 1, 2010

US EconoMonitor

Yield Curves in Japan and the US: Similar but Not the Same

Rebecca Wilder Jun 29, 2010

Nouriel Roubini's EconoMonitor

Greece’s Best Option Is an Orderly Default

Nouriel Roubini Jun 28, 2010

Latin America Economonitor

Brazil: Economic Growth, Potential Output and Inflation

Antonio Carlos Lemgruber Jun 28, 2010

Peterson Institute for International Economics Monitor

New Imbalances Will Threaten Global Recovery

C. Fred Bergsten Jun 28, 2010

Peterson Institute for International Economics Monitor

The G-20 and "Chermany"

Arvind Subramanian Jun 28, 2010

Global Macro EconoMonitor

Should Monetary Policy Be More Expansionary?

Mark Thoma Jun 28, 2010

Global Macro EconoMonitor

What Might History Tell Us About the Greek Crisis?

Michael Pettis Jun 28, 2010

Nouriel Roubini's EconoMonitor

NYT Sunday Book Review: Prophet-Making

Nouriel Roubini Jun 28, 2010

US EconoMonitor

More on Competitive Currency Devaluations

Edward Harrison Jun 24, 2010

US EconoMonitor

Do Deficit and Inflation Hawks Know Best?

Mark Thoma Jun 24, 2010

US EconoMonitor

Is the Fed's Caution Justified?

Mark Thoma Jun 23, 2010

RGE Analysts' EconoMonitor

Arnab Das on CNBC Squawk Box - Austerity vs. Growth, Financial Regulation

Arnab Das Jun 23, 2010

US EconoMonitor

Inflation or Deflation?

James Hamilton Jun 21, 2010

Europe EconoMonitor

Ukraine: The Star of the East

Walter Molano Jun 17, 2010

Nouriel Roubini's EconoMonitor

How to Avoid a Double-Dip Global Recession

Nouriel Roubini Jun 16, 2010

Global Macro EconoMonitor

Wishful Thinking - Part 1

Satyajit Das Jun 16, 2010

Global Macro EconoMonitor

China: Where's the Inflation?

Michael Pettis Jun 16, 2010

Nouriel Roubini's EconoMonitor

Roubini and El-Erian on CNBC's Squawk Box: Double Dip Risk, Growth vs. Fiscal Consolidation, Future of the Eurozone

Nouriel Roubini Jun 15, 2010

US EconoMonitor

Strange Arguments for Higher Rates

Mark Thoma Jun 14, 2010

US EconoMonitor

Why We Are Moving Toward a Recessionary Era, and Why Keynes is Being Exhumed

Robert Reich Jun 14, 2010

Global Macro EconoMonitor

Rising Global Imbalances Likely to Precipitate New Crises

Yves Smith Jun 10, 2010

RGE Analysts' EconoMonitor

RGE’s Wednesday Note: Hungary Suffers from Foot-in-Mouth Syndrome

Mary Stokes Jun 9, 2010

Asia EconoMonitor

Reviving Credit Growth in the Caucasus and Central Asia: What Can Policy Makers Do?

Masood Ahmed Jun 7, 2010

Global Macro EconoMonitor

A Good Crisis, Wasted

Tim Duy Jun 7, 2010

Europe EconoMonitor

On the Maybe Not So Slow Motion European Train Wreck

Yves Smith Jun 6, 2010

Europe EconoMonitor

French Connection: The Eurozone Crisis Worsens Sharply

Peter Boone and Simon Johnson Jun 4, 2010

US EconoMonitor

Why We’re Falling Into a Double-Dip Recession

Robert Reich Jun 4, 2010

Europe EconoMonitor

The Maginot Line Illusion

Peter Boone and Simon Johnson Jun 3, 2010

Global Macro EconoMonitor

Random Shots on Global Monetary Policy, Martin Wolf and Small Business Lending

Claus Vistesen Jun 3, 2010

Latin America Economonitor

From Centennial to Bicentennial: 100 Years of Lassitude

Joaquin Cottani Jun 2, 2010

Emerging Markets Monitor

The Exchange Rate/Interest Rate Dilemma in Brazil

Antonio Carlos Lemgruber Jun 1, 2010

Emerging Markets Monitor

Chinese Monetary Official: Housing Risk Greater than in US, UK Pre-Crisis

Yves Smith Jun 1, 2010

Europe EconoMonitor

Europe: Forging a Union

Walter Molano Jun 1, 2010

Emerging Markets Monitor

The Three Pillars of Failure and Success

Walter Molano May 26, 2010

Nouriel Roubini's EconoMonitor

Roubini Telegraph Interview, Tackling the UK Deficit

Nouriel Roubini May 24, 2010

Peterson Institute for International Economics Monitor

A Default by Greece: Why and When?

Jacob Funk Kirkegaard May 24, 2010

Europe EconoMonitor

Rebel with a Cause

Emre Deliveli May 21, 2010

Europe EconoMonitor

Financing vs. Restructuring Greece

Paolo Manasse May 21, 2010

Asia EconoMonitor

China: Time to Admit To, Then Douse, Our Inflation Fire

Edward Harrison May 20, 2010

Europe EconoMonitor

Spain Is the Perfect Example of a Country that Never Should Have Joined the Eurozone

Edward Harrison May 17, 2010

Europe EconoMonitor

A Return to the Guilder?

Ivo Arnold and Philip Hans Franses May 17, 2010

Global Macro EconoMonitor

Inflation, Taxation, and the Underground Economy

James Hamilton May 16, 2010

US EconoMonitor

Volcker Talks of Possible EU Breakup (Loose Lips Sink Ships Edition)

Yves Smith May 14, 2010

Europe EconoMonitor

Eurozone's Problem Children

Barry Ritholtz May 13, 2010

Global Macro EconoMonitor

The European Bailout

James Hamilton May 13, 2010

US EconoMonitor

The Dollar Is Up, and So Is Gold, a Warning Sign?

James Picerno May 13, 2010

Europe EconoMonitor

The Eurozone Bailout - Are We Still Standing?

Claus Vistesen May 13, 2010

Emerging Markets Monitor

Asia: Exiting from Stimulus in an Uncertain World

Anoop Singh May 13, 2010

RGE Analysts' EconoMonitor

A Mixed Picture from China’s Data Dump, but Still Not Tightening

Adam Wolfe May 12, 2010

Nouriel Roubini's EconoMonitor

Roubini CNNMoney Interview: EU Band-Aid, Crisis Economics, Financial Regulation

Nouriel Roubini May 12, 2010

RGE Analysts' EconoMonitor

RGE’s Wednesday Note: Has the EMU Skirted Disaster?

RGE Analyst Team May 12, 2010

RGE Analysts' EconoMonitor

A Chat with Anatole Kaletsky

Joshua Glazer May 12, 2010

Europe EconoMonitor

Making Fiscal Consolidation Work In Greece, Portugal, and Spain: Some Lessons from Argentina

Domingo Cavallo and Joaquin Cottani May 11, 2010

Europe EconoMonitor

Greece Like Lehman?

Roberto Tamborini May 10, 2010

Europe EconoMonitor

Time to Fire up the Chopper, JC

Walter Molano May 10, 2010

Europe EconoMonitor

The "E" and the "M" of the EMU

Models & Agents May 10, 2010

Global Macro EconoMonitor

What a Difference a Central Banker Makes

Antonio Carlos Lemgruber May 7, 2010

Nouriel Roubini's EconoMonitor

Roubini Concerns About the Future of the EMU - World Economic Forum, Davos, 2006

Nouriel Roubini May 5, 2010

Europe EconoMonitor

No Way Out for the Central Bank

Emre Deliveli Apr 27, 2010

Peterson Institute for International Economics Monitor

Renminbi Undervaluation: Any Way You Look at It

Arvind Subramanian Apr 22, 2010

Peterson Institute for International Economics Monitor

How Quickly Will China Move?

C. Fred Bergsten Apr 22, 2010

US EconoMonitor

The Sweet Spot

Tim Duy Apr 20, 2010

Emerging Markets Monitor

Emerging Market Countries and the Crisis: How Have They Coped?

Reza Moghadam Apr 20, 2010

Global Macro EconoMonitor

Chinese Savings and the Wealth Effect

Michael Pettis Apr 20, 2010

Asia EconoMonitor

PBoC Might Guide Interbank Rates Up, Still Not Tightening

Adam Wolfe Apr 19, 2010

Europe EconoMonitor

Ignorance Is Strength

Emre Deliveli Apr 14, 2010

Global Macro EconoMonitor

Random Shots (Absolute Returns Partners Edition)

Claus Vistesen Apr 13, 2010

Nouriel Roubini's EconoMonitor

Roubini Bloomberg Interview Discussing Fed Monetary Policy

Nouriel Roubini Apr 13, 2010

Europe EconoMonitor

Angela Calling

Edward Hugh Apr 12, 2010

Peterson Institute for International Economics Monitor

Germany’s Virtuous Economy: How Much is It to Blame?

Angel Ubide and Steve Weisman Apr 8, 2010

Europe EconoMonitor

UK: Looking Good for the First Quarter

David Smith Apr 8, 2010

Nouriel Roubini's EconoMonitor

Optimism over India, but Is It Sustainable?

Nouriel Roubini Apr 8, 2010

US EconoMonitor

LSAPs: A Tale of Overkill

Models & Agents Apr 8, 2010

Nouriel Roubini's EconoMonitor

Politics Slow Monetary Tightening in China

Nouriel Roubini Apr 6, 2010

US EconoMonitor

Giving Up on Policymakers

Mark Thoma Apr 6, 2010

Finance & Markets Monitor

The Focus Turns to Bonds, Interest Rates and Inflation

James Picerno Apr 5, 2010

US EconoMonitor

Alan Greenspan Keeps on Saying He Did Not Do It…

Eugenio Diaz-Bonilla Apr 4, 2010

US EconoMonitor

The U.S. Economy: On the Surface and Under the Hood

Rebecca Wilder Apr 4, 2010

Nouriel Roubini's EconoMonitor

Roubini Discusses Exit Strategies and Growth in Emerging Markets

Nouriel Roubini Apr 2, 2010

Finance & Markets Monitor

The Fed in Hot Water

Robert Reich Apr 2, 2010

US EconoMonitor

Why the Fall in the Savings Rate Is Not Meaningless

Edward Harrison Apr 2, 2010

US EconoMonitor

The Saving Rate Paradox

Rebecca Wilder Apr 2, 2010

Europe EconoMonitor

Why Not Unravel the IMF Too While We're at It?

Edward Hugh Mar 25, 2010

Nouriel Roubini's EconoMonitor

RGE's Wednesday Note - No Greece in the American Machine

Arpitha Bykere, Arnab Das, Christian Menegatti and Arun Motianey Mar 24, 2010

Europe EconoMonitor

Identikit of the European Monetary Fund

Paolo Manasse Mar 24, 2010

US EconoMonitor

Monetary Policy Can Do More

Mark Thoma Mar 23, 2010

US EconoMonitor

Volcker and Bernanke: So Close and Yet So Far

Simon Johnson Mar 22, 2010

Europe EconoMonitor

The Beginning of the End of the Eurozone As We Know It?

Yves Smith Mar 22, 2010

US EconoMonitor

Explaining the Impact of Ultra-Low Rates to Greenspan

Barry Ritholtz Mar 19, 2010

Nouriel Roubini's EconoMonitor

Roubini NBR Interview on 0 Percent Interest Rate

Nouriel Roubini Mar 18, 2010

Europe EconoMonitor

"Greek Crisis Is Over, Region Safe," Prodi Says - I Say Liar, Liar, Pants on Fire!

Reggie Middleton Mar 17, 2010

RGE Analysts' EconoMonitor

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

Adam Wolfe and Rachel Ziemba Mar 17, 2010

Nouriel Roubini's EconoMonitor

States of Risk

Nouriel Roubini Mar 17, 2010

Emerging Markets Monitor

The Currency Play - Act 1, Scene I

Rebecca Wilder Mar 16, 2010

Europe EconoMonitor

Serious Problems Emerge for the F-UK-De Group of Countries

Edward Hugh Mar 16, 2010

Europe EconoMonitor

A Little EMFathy with Greece

Emre Deliveli Mar 15, 2010

US EconoMonitor

The End of Gradualism?

Models & Agents Mar 15, 2010

US EconoMonitor

The Mindset Will Not Change; a Depressionary Relapse May Be Coming

Edward Harrison Mar 15, 2010

Nouriel Roubini's EconoMonitor

The Rise of Sovereign Risk in Advanced Economies

Nouriel Roubini Mar 12, 2010

RGE Analysts' EconoMonitor

RGE's Arun Motianey Discusses the SuperCycles Theory with CNBC's Squawk Box

Arun Motianey Mar 10, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - The Rising Risk of Double-Dipping

Nouriel Roubini Mar 10, 2010

Global Macro EconoMonitor

Vola-geddon

Models & Agents Mar 9, 2010

Nouriel Roubini's EconoMonitor

Bloomberg Reports Roubini Says Cautious China to Limit Yuan Gain to 4%

Nouriel Roubini Mar 8, 2010

Europe EconoMonitor

March Madness

Rob Parenteau Mar 8, 2010

Peterson Institute for International Economics Monitor

The Greek Tragedy That Changed Europe

Simon Johnson Mar 8, 2010

Global Macro EconoMonitor

2010: BRICs, PIIGS and the G-5 Countries

Antonio Carlos Lemgruber Mar 7, 2010

Emerging Markets Monitor

India's Finance Minister Plays It Safe with 2010 Budget

Rajeev Mantri Mar 7, 2010

Europe EconoMonitor

Hanging in the Balance over at the ECB

Edward Hugh Mar 7, 2010

Latin America Economonitor

Some Reflection about the Inflation Process in Argentina

Miguel A. Kiguel Mar 4, 2010

Asia EconoMonitor

What’s on the Agenda at China’s National People’s Congress?

Adam Wolfe Mar 3, 2010

Europe EconoMonitor

Ukraine: Swinging Away

Walter Molano Mar 2, 2010

US EconoMonitor

Ronald Reagan the Keynesian

Edward Harrison Mar 2, 2010

US EconoMonitor

Can Obama Turn America Into Something Like Zimbabwe?

Fabius Maximus Mar 2, 2010

US EconoMonitor

Banksters Win Yet Again: Dodd Proposes Putting Consumer Protection Agency at the Fed

Yves Smith Mar 2, 2010

US EconoMonitor

This Ain't No Party

Walter Molano Mar 2, 2010

US EconoMonitor

Is the Fed Eager to Dismiss Deflationary Pressures?

Tim Duy Mar 2, 2010

RGE Analysts' EconoMonitor

Canada’s Growth: Not Yet a Win?

Rachel Ziemba Mar 2, 2010

Europe EconoMonitor

Too Soon to Cry "Victory" on Latvia

Edward Hugh Mar 1, 2010

Global Macro EconoMonitor

M1 Growth in Charts: The Majors vs. the BIICs

Rebecca Wilder Mar 1, 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

Europe EconoMonitor

Crisis Lessons to Remember for Europe’s Policymakers

Marek Belka Feb 24, 2010

Nouriel Roubini's EconoMonitor

RGE’s Wednesday Note: Still No Tightening in China

Adam Wolfe and Rachel Ziemba Feb 24, 2010

RGE Analysts' EconoMonitor

Latin America: A Closer Look at Inflation and Growth Dynamics in Brazil, Mexico, Argentina and Colombia

Bertrand Delgado, Juan Lorenzo Maldonado, and Christian Menegatti Feb 23, 2010

Latin America Economonitor

Argentina: What Can We Now Expect for 2010?

Miguel A. Kiguel Feb 23, 2010

US EconoMonitor

Should the Fed Stay in Regulation?

David E. Altig Feb 22, 2010

Emerging Markets Monitor

What the PBoC Cannot Do with Its Reserves

Michael Pettis Feb 22, 2010

Emerging Markets Monitor

Stopping the Leakages in China

Models & Agents Feb 22, 2010

US EconoMonitor

The Fed's Discount Rate Hike

James Hamilton Feb 22, 2010

US EconoMonitor

CPI + Velocity = Trouble

Rebecca Wilder Feb 21, 2010

US EconoMonitor

Would a Default by the US Government Help America?

Fabius Maximus Feb 21, 2010

US EconoMonitor

Fischisms: The Words “Economic Recovery” Have Become Trendy… Better Read the Fine Print*

Gene Fisch, Jr. and Archana Sivadasan Feb 21, 2010

Europe EconoMonitor

Financial Market Responses to Crisis in Europe: A Reassessment

Ivo Arnold Feb 19, 2010

RGE Analysts' EconoMonitor

Stars Align for an Early Hike in Brazil, Mexico's Regulators Ease Pension Fund Investment Rules

Bertrand Delgado and Juan Lorenzo Maldonado Feb 18, 2010

US EconoMonitor

The New Normal

James Hamilton Feb 17, 2010

RGE Analysts' EconoMonitor

LatAm Update: Brazil Inflation Tops Expectations, Peru GDP Grows Robustly

Bertrand Delgado Feb 16, 2010

Nouriel Roubini's EconoMonitor

Teaching PIIGS to Fly

Nouriel Roubini Feb 16, 2010

Europe EconoMonitor

The Dutch Join the Germans in Rejecting Bailout of Greece

Edward Harrison Feb 16, 2010

Emerging Markets Monitor

China, China, China!

Rebecca Wilder Feb 16, 2010

US EconoMonitor

The Punch Bowl, the Party, the Exit

David E. Altig Feb 16, 2010

Emerging Markets Monitor

Emerging Market Bubbles are Essential for Global Stabilization

Arun Motianey Feb 16, 2010

Nouriel Roubini's EconoMonitor

Roubini CNBC Squawk Box Interviews and Report on Sovereign Debt and Global Growth

Nouriel Roubini Feb 13, 2010

Daily Digest

News

Peru to Continue `Gradually' Raising Rates, Central Banker Velarde Says

Bloomberg  Eliana Raszewski and John Quigley Sep 02, 2010

News

Inflation stays above 3%

Bangkok Post  Sep 02, 2010

Analysis

gDT dairy auction ends five months of declines.

ASB Bank  Chris Tennent-Brown Sep 02, 2010

Analysis

New Zealand CPI Falls

ANZ National Bank  Steve Edwards Sep 02, 2010

News

Indonesia: Inflation on the backfoot

VietNamNet  Sep 02, 2010

News

Russian Panic Buying Fuels Food Price Speculation

Bloomberg  Lyubov Pronina and Ilya Arkhipov Sep 02, 2010

Analysis

Russia: August CPI Totals 0.6% m/m

Alfa Bank  Sep 02, 2010

News

Russia Unlikely to Raise Rates, Ending ‘Easy Money’

Bloomberg  Maria Levitov and Anton Doroshev Sep 02, 2010

News

Indonesia: Governmentt optimistic to keep 2010 inflation within target range

Antara News  Sep 02, 2010

Analysis

ECB staff macroeconomic projections for the euro area, September 2010

ECB  Sep 02, 2010

Analysis

Introductory statement, September 2, 2010

ECB  Sep 02, 2010

News

ECB announces details of refinancing operations with settlement from 17 October 2010 to 18 January 2011

ECB  Sep 02, 2010

Analysis

CEE Weekly: Summer season was only affected by bond bulls

KBC Banking & Insurance  Aug 30, 2010

Analysis

Jean-Claude Trichet Says ECB Will Extend Unlimited Loans Into 2011

Bloomberg Audio/Video Report  Sep 02, 2010

News

Brazil Sao Paulo price index rises 0.17 pct in Aug

Reuters  Vanessa Stelzer Sep 02, 2010

News

South Korea Says it Will Take `Pre-emptive Action' to Limit Price Growth

Bloomberg  William Sim and Eunkyung Seo Sep 02, 2010

News

Q+A-What is Indonesia's new, proposed bank reserve regulation?

Reuters  Aditya Suharmoko Sep 02, 2010

Analysis

Iceland: Minutes of the MPC from the decision of 18 August 2010

Central Bank of Iceland  Sep 01, 2010

Analysis

Sweden: Monetary Policy Update September 2010

Riksbank (Central Bank of Sweden)  Sep 02, 2010

Analysis

Sweden: "Rate hike but board split on rates ahead"

Handelsbanken  Claes Måhlen Sep 02, 2010

Analysis

The very significant heterogeneity to be expected in the euro zone: What consequences?

Natixis  Sep 02, 2010

Analysis

Saudi Arabia: Little impetus in July loan growth; money supply and deposits decline

Bank Saudi Fransi  Aug 29, 2010

News

NZIER: Pause in OCR till March 2011

Mortgagerates.co.nz  Aug 31, 2010

Analysis

New Zealand Economics Report: Tweaking

ANZ National Bank  Cameron Bagrie et al Aug 30, 2010

News

Inflation rate climbs 3.3% in Aug

National News Bureau of Thailand  Rungkarn Rujiwarangkul Sep 01, 2010

News

Thai Inflation Exceeds 3% for Ninth Straight Month

Bloomberg  Suttinee Yuvejwattana and Supunnabul Suwannakij Sep 01, 2010

News

Peru's Annual Inflation Quickens to 2.31%, Most in Year as Demand Rebounds

Bloomberg  John Quigley Sep 01, 2010

News

Czech cbank vice-gov sees no need to rush rate hike

  Sep 01, 2010

News

Vietnam's lending rates to drop - cbank governor

Reuters  Sep 01, 2010

News

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

Reuters  Patrick Rucker Sep 01, 2010

Opinions

Czech Republic: Vladimír Tomšík: I agree with the interest rate path implied by the current forecast

Czech National Bank  Vladimír Tomšík Sep 01, 2010

Analysis

S. Korea: Consumer Price Index in August 2010

Statistics Korea  Sep 01, 2010

News

South Korea's Trade, Inflation Figures Signal Resilience to Global Risks

Bloomberg  William Sim and Eunkyung Seo Sep 01, 2010

News

Indonesian Inflation Accelerates in August as Electricity Costs Increase

Bloomberg  Shamim Adam and Novrida Manurung Sep 01, 2010

News

South Africa Bonds' `Perfect Storm' Lures Record Foreign Buying

Bloomberg  Garth Theunissen Sep 01, 2010

Analysis

Russia: Putin statements indicate state wants more cash from Norilsk Nickel; CBR keeps refinancing rate unchanged at 7.75%

Alfa Bank  Sep 01, 2010

News

At least 6 killed in Mozambique price riots: sources

Reuters  Charles Mangwiro Sep 01, 2010

News

Carney Rate Outlook Fades in Best Month for Bonds Since '08: Canada Credit

Bloomberg  Alexandre Deslongchamps and Ilan Kolet Sep 01, 2010

News

Brazil May Pause at 10.75% on Below-Target Inflation, Slower Global Growth

Bloomberg  Iuri Dantas and Matthew Bristow Sep 01, 2010

Blogs

The solution to all the ECB’s problems, by Goldman Sachs

FT Alphaville  Tracy Alloway Sep 01, 2010

News

No bidders in Morocco tender for U.S. wheat-traders

Reuters  Aug 31, 2010

Analysis

Kuwait: Credit flat, consumer lending strong in July

National Bank of Kuwait  Sep 01, 2010

Analysis

Focus on Turkey — Trade deficit continues to widen; Czech Republic — July banking data points to further crowding-out; Hungary — Fixed investments continue to decline in 2Q10; Poland — Central bankers admit rates should rise

Citigroup  Sep 01, 2010

Analysis

Sweden: Employment Rising in Rapid Recovery

National Institute of Economic Research (Sweden)  Sep 01, 2010

News

Norway Government Pledges to Support Low Rates, Cap Krone Gains

Bloomberg  Josiane Kremer Aug 29 2010

Blogs

Bernanke speech is neutral, perhaps with some dovish tinges

Financial Times  Gavyn Davies Aug 27, 2010

Analysis

Czech Republic: A hawkish CNB might be wrong

Danske Bank  Lars Christensen Aug 31, 2010

News

Czech Central Bank `Hawks' Threaten to Derail Recovery, Danske Bank Says

Bloomberg  Krystof Chamonikolas Aug 31, 2010

News

Czech banks still resilient to risks

Prague Daily Monitor  Aug 31, 2010

News

Thailand’s Manufacturing Growth Slows as Demand Cools

Bloomberg  Suttinee Yuvejwattana Aug 31, 2010

News

US think tank sees RP interest rates rising

Philippine Star  Lawrence Agcaoili Sep 01, 2010

Blogs

The Fed should buy pro-cyclical assets, not bonds

Worthwhile Canadian Initiative  Nick Rowe Aug 30, 2010

News

Turkey C. Bank May Cut Rates if Domestic Recession

Reuters  Selcuk Gokoluk Aug 31, 2010

Blogs

The Fed Chairman Has No Clothes

Tim Duy's Fed Watch  Tim Duy Aug 30, 2010

News

Vietnam: Firms feel heat from FX changes

Vietnam Investment Review  Nguyen Thanh Aug 31, 2010

News

The Bundesbank and Axel Weber’s Nightmare Dilemma

WSJ  Aug 31, 2010

News

Klepach Says Ruble to Weaken, Inflation to Pick Up

Bloomberg  Aug 31, 2010

Analysis

Press Release on Summary of the Monetary Policy Committee Meeting (Meeting Date: August 19, 2010)

Centrak Bank of the Republic of Turkey  Aug 31, 2010

News

BI : This year`s inflation could exceed six percent

Antara News  Aug 31, 2010

News

Russia Rates Held; Sees No Price Threat from Drought

Reuters  Toni Vorobyova Aug 31, 2010

Analysis

SA: Money supply advances ahead of expectations

Standard Bank  Shireen Darmalingam Aug 31, 2010

Analysis

August 2010 Macroeconomic Review

Standard Bank  Et al and Yvette Babb Aug 31, 2010

News

Kenya: Interest Rates on Government Bonds on the Rise Again

allAfrica  Geoffrey Irungu Aug 31, 2010

News

Uganda Inflation Slows to 1.7% in August, the Lowest Level Since July 2004

Bloomberg  Aug 31, 2010

News

Despite Impressive Growth, Inflation Remains a Concern for India

Seeking Alpha  Elliot Turner Aug 31, 2010

Analysis

EMEA Daily: Polish GDP grew 3.5% y/y in Q2, which beat consensus; Russian finance minister Kudrin sees inflation possibly reaching 7.5% in 2010; Estonian wages were up 1.2% y/y in Q2

Danske Bank  Aug 31, 2010

Analysis

Monthly Bulletin - June 2010

National Bank of Romania  Aug 26, 2010

News

Financial Aggregates: July 2010

Reserve Bank of Australia  Aug 31, 2010

Analysis

Eurozone: Inflation eased to 1.6% in August

BNP Paribas  Clemente De Lucia Aug 31, 2010

Analysis

Fiscal policy in a Liquidity Trap: A helicopter drop for the Treasury

VoxEU  Ricardo Caballero Aug 30, 2010

Analysis

Lebanon: Trade deficit up 9% to $8bn in first 7 months of 2010

Byblos Bank  Aug 28, 2010

News

Egypt’s food inflation feeds social unease

Financial Times  Heba Saleh Aug 30, 2010

Analysis

Nordic Outlook - Nordic countries well equipped for upturn

SEB  Robert Bergquist et al Aug 31, 2010

Opinions

ECB preview: Taking a pause on the exit path

Danske Markets Research  Lars Rasmussen and Frank Hansen Aug 31, 2010

News

Poland Shouldn't Keep Monetary Policy `Static Too Long,' Policy Maker Says

Bloomberg  Dorota Bartyzel Aug 31, 2010

News

Russia Leaves Rates Unchanged Even as Inflation Looms

Bloomberg  Maria Levitov Aug 31, 2010

News

Ignatiev Reviving Rate Increases This Year, Futures Show: Russian Credit

Bloomberg  Emma O'Brien Aug 30, 2010

News

Inflation won't exceed 5% this year - Deutsche Bank

Philippines Star  Lawrence Agcaoili Aug 31, 2010

News

Trends of Weighted Average Interest Rates for July 2010

The Bank of Korea  Aug 30, 2010

News

BSP policy rates likely to hold until yearend

Manila Times  Lailany P. Gomez Aug 30, 2010

Opinions

The RBNZ needs to lift the OCR to make it relevant again

Interest.co.nz  Roger J Kerr Aug 30, 2010

News

NZ Economic Report: Time for a cuppa

ASB Bank  Aug 30, 2010

News

Detailed Disclosure of International Reserves as at end-July 2010

Central Bank of Malaysia  Aug 30, 2010

News

Polish Q2 GDP beats forecast, cbankers warn on CPI

Reuters  Aug 30, 2010

Analysis

Czech Republic: Financial market inflation expectations August 2010

Czech National Bank  Aug 30, 2010

Analysis

Summer 2010 Macroeconomic Forecast of the Ministry of Finance of Estonia

Ministry of Finance of the Republic of Estonia  Aug 30, 2010

News

Food Costs Soar Even Though Russian Grain Is Getting Cheaper

The Moscow Times  Tom Washington Aug 27, 2010

News

Kudrin Says Central Bank Can’t Help as Inflation Accelerates

Bloomberg  Paul Abelsky and Maria Levitov Aug 30, 2010

News

Greenspan Conundrum Is Lula's Gain as Long-Term Yields Sink: Brazil Credit

Bloomberg  Ye Xie and Andre Soliani Costa Aug 30, 2010

News

Bank of Japan Boosts Loan Program, Pledges More Steps If Needed

Bloomberg  Mayumi Otsuma Aug 30, 2010

Blogs

Taylor = Wicksell + Fisher + Friedman

Worthwhile Canadian Initiative  Nick Rowe Aug 29, 2010

Analysis

SA Weekly Preview: Demand side data critical for final rate view

Standard Bank  Aug 30, 2010

News

China's Party Newspaper Calls For 2H Policy Stability

iMarket News  Aug 30, 2010

Analysis

Japan: BoJ expands quantitative easing

Danske Markets Research  Flemming J. Nielsen Aug 30, 2010

News

Japan Eases Monetary Policy to Combat Yen’s Rise

New York Times  Hiroko Tabuchi Aug 30, 2010

Monetary Policy and Inflation Topic Pages:

Central Bank Independence | Central Bank Transparency | Inflation Targeting

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. Power Shortages Plague MENA
6. Wen Ex Machina
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

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