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Monetary Policy and Inflation

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China: Inflation and Monetary Policy

How High Will China’s Inflation Go?

How Much Is China Tightening Monetary Policy?

Singapore: Monetary Policy

Is Singapore’s Inflation Set to Move into Positive Territory?

Global Monetary System

Is It Time for a New Global Reserve Currency?

Global Monetary Policy Exit Strategy

The Endgame for Global Monetary Easing: Disorderly?

Global Inflation

Inflation Outlook: Will Goods Deflation Give Way to Asset Inflation?

RGE Analysis

The Fed's Balance Sheet and Possible Exit Strategies

Mikka Pineda and Christian Menegatti 10/1/2009

Asia/Pacific

China: Inflation and Monetary Policy

How High Will China’s Inflation Go?

How Much Is China Tightening Monetary Policy?

China : North East Asia : Asia/Pacific : Finance and Banking : Macro View : Central Bank Independence : Central Bank Transparency : Inflation Targeting : Monetary Policy and Inflation : Money Markets :

Taiwan: Monetary Policy

Inflation (Barely) Returns to Taiwan

When Will Interest Rate Hikes Begin in Taiwan?

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

Indonesia: Monetary Policy

Indonesia's Bank Rate Unchanged in February: When Will the Central Bank Begin Tightening?

Indonesia’s Inflation Continued to Rise in January: Are Inflationary Risks Escalating?

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

Australia: Monetary Policy

Australian Money Supply and Credit Growth: Still Stagnant

Reserve Bank of Australia Holds Rates Steady: Cautious on Recovery?

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

India: Monetary Policy

India Raises Bank Reserve Ratio in January: When Will Rate Hikes Begin?

Are Food Prices and Capital Inflows Raising Inflation Risk in India?

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

South Korea: Monetary Policy

South Korea’s Inflation Continued to Increase in January: Are Inflation Risks Rising?

South Korea Holds Interest Rate Unchanged in January: When Will Monetary Tightening Begin?

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

Philippines: Monetary Policy

Will Philippine Inflation Remain Tame?

When Will Philippines Exit Its Accomodative Stance?

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

Japan: Inflation

How Severe Is Deflation in Japan?

How Vulnerable Is Japan's Economy to High Oil Prices?

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

Malaysia: Monetary Policy

Malaysia Keeps Interest Rates on Hold in January: When Will It Begin to Hike?

Malaysia’s Inflation Moved into Positive Territory in December: How Strong Will Inflation Be in the Future?

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

Japan: Monetary Policy

Quantitative Easing Returns to Japan: A Losing Battle Against Deflation?

How and When Will Japan Exit from Monetary Easing?

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

Thailand: Monetary Policy

Thai Deflation Bottoms: Will Core Inflation Scramble Back Up?

When Will the Bank of Thailand Raise Rates?

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

Vietnam: Monetary Policy

Will Vietnam Inflation Accelerate in Advance of Tet?

Will Vietnam Continue to Hike Rates?

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

Sri Lanka: Monetary Policy

Are Inflationary Risks Rising in Sri Lanka?

Sri Lanka Kept Interest Rate on Hold in January 2010: Is Further Monetary Easing Unlikely?

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

Singapore: Monetary Policy

Is Singapore’s Inflation Set to Move into Positive Territory?

Will Singapore's Central Bank Keep an Easing Bias?

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

Pakistan: Economic Profile

How Much Will Pakistan's Economy Grow in 2010?

Will Pakistan's Policy Measures Remain Loose?

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

Pakistan: Monetary Policy

Pakistan Kept Interest Rates Unchanged in January: Is Further Monetary Easing Unlikely?

Pakistan’s Inflation Rises in December 2009: Are Inflationary Risks Returning?

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

Japan's Lost Decade

U.S. Today Versus Japan's Lost Decade

Lessons from Japan's Crisis

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

Asia: Monetary Policy

When Will Asian Central Banks Start Monetary Tightening?

Is Deflation a Serious Threat for Asia?

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

Europe

Nordics: Monetary Policy

Danish Monetary Policy: Another Unilateral Move Cuts Key Lending Rate to Record-Low 1.05%

Norway's Central Bank Holds Key Policy Rate at 1.75% in its February Meeting

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 :

Turkey: Monetary Policy

Turkey Holds Key Rate at 6.5% in January: Easing Cycle Appears Over

Turkish Inflation Rising Faster-than-Expected

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

EU Newcomers: Monetary Policy

Romania Monetary Policy: Central Bank Cuts Rate to 7.0%

Hungary Monetary Policy: Central Bank Cuts Key Rate to 6.0% in January

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

Czech Republic: Monetary Policy

Czech National Bank Holds Key Rate at Record-Low 1.0% in January

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

France: Price Dynamics (Inflation/Deflation)

French Inflation Returns to Positive Territory - Will It Keep on Rising?

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

United Kingdom: Monetary Policy

UK Inflation Exceeds Target and Expectations in January: How Sticky?

UK Ends Quantitative Easing

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

Poland: Monetary Policy

Polish Monetary Policy: Key Rate At Record Low of 3.5%. Is Easing Cycle Over?

Poland's Central Bank: Government Names New MPC Candidates

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

Russia: Monetary Policy

Russian Inflation Dynamics: Is Inflation on the Rise Again?

A Further Rate Cut: Russia Near the End of its Monetary Easing Path?

Russia : Russia and CIS : Europe : Macro View : Inflation Targeting : Monetary Policy and Inflation :

Russia: The Ruble

Outlook for the Ruble: A Tighter Band?

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

Russia : Russia and CIS : Europe : Macro View : Markets : Currencies : Monetary Policy and Inflation :

The Serbian Dinar

Serbia Monetary Policy: NBS Cuts Rate to 9.5% in December

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

Croatia: The Kuna

How Exposed are Western Balkan Countries to a Currency Crisis?

Croatia's EU Path: Accession Talks Resume

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

Austria: Inflation

Austria: Has Inflation Passed its Trough?

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

Switzerland: Monetary Policy and Inflation

Swiss National Bank Maintains Expansionary Monetary Policy

Swiss Inflation on the Rise: What Are the Implications for Swiss Monetary Policy?

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

Eurozone: Monetary Policy

How and When Will the ECB Exit From Monetary Easing?

ECB Statements: What Is the ECB Thinking?

Eurozone : France : Germany : Italy : Spain : 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: Another Unilateral Move Cuts Key Lending Rate to Record-Low 1.05%

Is the ECB Monetary Stance Adequate for Germany?

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

Germany: Price Dynamics (Inflation/Deflation)

Should Germany Be Worried About Inflation or Deflation?

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

Bulgaria's Currency Board

Bulgaria: Can its Currency Board Survive?

Will Romania and Bulgaria Go the Way of the Baltics?

Bulgaria : South East Europe : Europe : Macro View : Markets : Currencies : Current Financial Crisis : 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 :

Serbia: Monetary Policy

Serbia Monetary Policy: NBS Cuts Rate to 9.5% in December

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

Optimal Currency Blocs

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

The Danish Question: Is Eurozone Entry Still on the Table?

Europe : Macro View : Central Bank Independence : Central Bank Transparency : Inflation Targeting : International Trade and Globalization : Monetary Policy and Inflation :

European Monetary Union: Stabilizing or Diverging?

Europe : Macro View : Monetary Policy and Inflation :

Latin America

Mexico: Monetary Policy

What Is Mexico's Inflation Outlook?

What Is Mexico's Monetary Policy Outlook for 2010?

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

Brazil: Monetary Policy

When Will Brazil's Central Bank Start the Tightening Cycle?

Lending Conditions in Brazil: Fostering the Recovery?

Brazil : Latin America : Macro View : Central Bank Independence : Central Bank Transparency : Inflation Targeting : 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: Loose for the Foreseeable Future?

Chilean Inflation: Is the Deflation Risk Over?

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

Chile: Price Dynamics (Inflation/Deflation)

Chilean Inflation: Is the Deflation Risk Over?

Chilean Monetary Policy: Loose for the Foreseeable Future?

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

Latin America: Monetary Policy

Latin American Monetary Policy Monitor: Is the End of the Easing Cycle Approaching?

Chilean Monetary Policy: Loose for the Foreseeable Future?

Argentina : Brazil : Chile : Mexico : Latin America : Macro View : Central Bank Independence : Central Bank Transparency : Inflation Targeting : 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 :

Argentina: The Argentine Peso

What Caused Argentina's Sharp Devaluation and Debt Default in the early 2000s?

What Is Argentina Doing to Re-enter the International Capital Markets? What About the IMF?

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

Middle East and Africa

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

Egypt's Monetary Stance: Central Bank Remains on Hold in February

Egypt's Inflation Unchanged: Will The Central Bank Continue Holding Rates?

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

Iran: Economic Profile

Is Iran's Banking System in Crisis?

How Will Iran Fund Its Oil and Gas Sector?

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

South Africa: Monetary Policy

South African Reserve Bank Holds Rates at 7%

South African Inflation Rises Above Target in 2009

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

Israel: Monetary Policy

Israel's Monetary Policy: BOI Keeps Interest Rates Unchanged

Israel's Inflation Stabilizing: Will Inflationary Pressures Rise in 2010?

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

Kuwait: Monetary Policy

Kuwait's Bailout Plan: Will the Government Be Forced to Buy Consumer Loans?

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 :

Zimbabwe: Economic Profile

Hyperinflation Eases in Zimbabwe

IMF, Others Loan to Zimbabwe

Sub-Saharan Africa : Middle East and Africa : Macro View : Inflation Targeting : Monetary Policy and Inflation :

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

UAE Central Bank Boosts Liquidity in the Face of Dubai's Strains: Will More Provisions Become Necessary?

Has the UAE Really Bottomed Out?

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

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

Saudi Arabian Price Trends: Inflation Starting to Climb Again?

Saudi Arabia Monetary Stance: Another Rate Cut in Place

Gulf Cooperation Council : Saudi Arabia : 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: Agreement Finally Signed, Will a Single Currency Come To Life Soon?

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)

Will the GBP Remain the G10's Worst Performing Currency?

The Pound and the Euro: Is the British Pound Better Off on Its Own?

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

Iraq: Economic Profile

Iraq Politics: Since Maliki's Victory

Timeline: The Iraq War

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

Tunisia: Monetary Policy

Tunisia's Economic Outlook: Great Challenges Despite its Resilience

The Maghreb : Middle East and Africa : Macro View : Monetary Policy and Inflation :

North America

Canada: The Canadian Dollar

Canadian Dollar: How High Will the Loonie Rise?

Oil and the Canadian Dollar: A Diverging Relationship?

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

United States: Monetary Policy

When Will the Fed Hike Rates?

Senate Confirms Bernanke's Reappointment as Federal Reserve Chairman

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

United States: Price Dynamics (Inflation/Deflation)

U.S. Consumer Prices: Deflation, Disinflation, Reflation or High Inflation?

Will the U.S. Avoid Hyperinflation and Deflation?

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

United States: Monetary Policy Exit Strategy

Fed Balance Sheet Size: Will the Fed Extend Its MBS Purchases?

Fed Balance Sheet Composition: Need for Quality Control?

United States : North America : Macro View : Current Financial Crisis : Domestic Politics and Political Risks : Growth Outlook and Business Cycle : Monetary Policy and Inflation : Systemic Risk, Vulnerabilities and Asset Bubbles :

Canada: Monetary Policy

Bank of Canada Still at Its Lower Bound, But Continues to Worry about Loonie Strength

Canadian CPI: Inflation Still Moderate

Canada : North America : Macro View : Inflation Targeting : Monetary Policy and Inflation :

Global Monetary System

Is It Time for a New Global Reserve Currency?

Euro as Reserve Currency

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

United States: Central Bank Independence

Will the Fed Lose Independence?

Fed Balance Sheet Composition: Need for Quality Control?

United States : North America : Macro View : Central Bank Independence : 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 :

Global Monetary Policy Exit Strategy

The Endgame for Global Monetary Easing: Disorderly?

Emerging Market Interest Rate Policy: Has Easing Ended?

North America : Macro View : Monetary Policy and Inflation :

United States: Central Bank Transparency

Will the Fed Become an Inflation Targeter?

US: Is Bernanke's Forecast-Based Approach Reliable?

United States : North America : Macro View : Central Bank Transparency : Monetary Policy and Inflation :

United States: Future Federal Reserve Policy Regimes

Will the Fed Switch to a New Benchmark Interest Rate?

Who Should Be the Systemic Risk Regulator in the U.S.?

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

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

RGE Analysis

Latin America: What’s Coming Up?

By Bertrand Delgado Feb 08, 2010

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

By Adam Wolfe and Rachel Ziemba Jan 25, 2010

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 01, 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 09, 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 09, 2009

Anticipating the ECB’s Next Moves

Mikka Pineda Apr 01, 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 08, 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 08, 2008

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

Nouriel Roubini Oct 06, 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 04, 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 03, 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 06, 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 08, 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 08, 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 01, 2007

Monetary Policy, Incentives and Moral Hazard

Elisa Parisi-Capone Jun 20, 2006

EconoMonitors

Europe EconoMonitor

The Option of Last Resort: A Two-Currency EMU

Michael G. Arghyrou and John Tsoukalas Feb 7, 2010

Nouriel Roubini's EconoMonitor

Medicine for Europe’s Sinking South

Nouriel Roubini and Arnab Das Feb 2, 2010

RGE Analysts' EconoMonitor

Bremmer-Roubini 2010 Global Forecast

Nouriel Roubini Jan 28, 2010

RGE Analysts' EconoMonitor

Could the Next Credit Crisis Start in Shanghai?

Adam Wolfe Jan 28, 2010

Global Macro EconoMonitor

Botox Cures – Part 2

Satyajit Das Jan 28, 2010

RGE Analysts' EconoMonitor

RGE on Sovereign Risk

RGE Analyst Team Jan 27, 2010

Nouriel Roubini's EconoMonitor

Nouriel Roubini on the 2010 Economy: NEWSWEEK & YouTube

Nouriel Roubini Jan 27, 2010

US EconoMonitor

Letter to Ben Bernanke

Joseph Mason Jan 26, 2010

US EconoMonitor

It's about the Money...Really

James Picerno Jan 26, 2010

Global Macro EconoMonitor

Botox Cures – Part 1

Satyajit Das Jan 25, 2010

Nouriel Roubini's EconoMonitor

Roubini Bloomberg Video and Report from the Asian Financial Forum in Hong Kong

Nouriel Roubini Jan 22, 2010

Europe EconoMonitor

Unwinding Crisis Policies in Europe: Are we There Yet?

Marek Belka Jan 22, 2010

Europe EconoMonitor

Hungary isn't another Greece........Now is it?

Edward Hugh Jan 22, 2010

US EconoMonitor

The Frequency of Economic Statistics Matters at Turning Points

Rebecca Wilder Jan 21, 2010

Emerging Markets Monitor

Good Numbers? Or Bad Numbers?

Michael Pettis Jan 21, 2010

Europe EconoMonitor

The Italian Lion Sleeps Tonight, and Yet Awhile..........

Edward Hugh Jan 20, 2010

US EconoMonitor

Bernanke’s Sorcery Will Fail

Arun Motianey Jan 19, 2010

Europe EconoMonitor

Unwinding Crisis Policies in Europe: Are We There Yet?

Marek Belka Jan 19, 2010

US EconoMonitor

The Outlook for 2010: A Critique of Modern Monetary Policy

Joseph Mason Jan 19, 2010

RGE Analysts' EconoMonitor

IMF Loan Programs in Europe Run into Political Obstacles

Kavitha Cherian, Mikko Forss, Mary Stokes and Jelena Vukotic Jan 18, 2010

Nouriel Roubini's EconoMonitor

The Risky Rich

Nouriel Roubini Jan 18, 2010

US EconoMonitor

It's Not about Interest Rates Yet

Tim Duy Jan 15, 2010

RGE Analysts' EconoMonitor

Risk of a Chinese Bust?

Rachel Ziemba Jan 14, 2010

Peterson Institute for International Economics Monitor

Monetary Policy and Asset Bubbles in 2010

Joseph E. Gagnon Jan 13, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Sovereign Debt: The Developed World’s Next Big Problem?

Arpitha Bykere Jan 13, 2010

Emerging Markets Monitor

China's Trade Balance Points to Inflation

Rebecca Wilder Jan 11, 2010

US EconoMonitor

It's All about Jobs...and Interest Rates

James Picerno Jan 11, 2010

US EconoMonitor

The Letter and the Spirit of Monetary Policy

Models & Agents Jan 11, 2010

US EconoMonitor

Bernanke Grades the Fed

James Hamilton Jan 6, 2010

US EconoMonitor

Controlled-Burn Inflation

Rick Bookstaber Jan 6, 2010

US EconoMonitor

Chart du Jour: No Signs of Imminent Rate Hike

Prieur du Plessis Jan 6, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - The Carry Trade in 2010

RGE Analyst Team Jan 6, 2010

Europe EconoMonitor

A Decade to Tip the World to the East

David Smith Jan 5, 2010

Europe EconoMonitor

That "Staggering" Greek Deficit Continues to Stagger Onwards and Upwards

Edward Hugh Jan 5, 2010

US EconoMonitor

Out of the Gate with a Bang

Tim Duy Jan 5, 2010

US EconoMonitor

What's Ahead for the Economy and Politics in 2010

Robert Reich Jan 4, 2010

US EconoMonitor

No to Bernanke

James Kwak Jan 4, 2010

Europe EconoMonitor

Ten New Year Questions for Paul Krugman

Edward Hugh Jan 4, 2010

US EconoMonitor

Bernanke Still Does Not Understand Credit Crisis

Barry Ritholtz Jan 4, 2010

Emerging Markets Monitor

Inflation in China

James Hamilton Jan 4, 2010

Global Macro EconoMonitor

Why Economists Failed to Anticipate the Financial Crisis

Edward Harrison Jan 3, 2010

RGE Analysts' EconoMonitor

Canadian Housing Worries?

Rachel Ziemba Dec 30, 2009

Finance & Markets Monitor

More Pain Yet to Rain on Spain?

Jennifer Kapila Dec 30, 2009

Global Macro EconoMonitor

How Important Is Structural Unemployment in the Current Recession/Recovery?

Menzie Chinn Dec 29, 2009

Finance & Markets Monitor

The Fairness of Financial Rescue

Mark Thoma Dec 29, 2009

Europe EconoMonitor

A Record Breaking Year - For all the Wrong Reasons

David Smith Dec 29, 2009

US EconoMonitor

Case Shiller Home Prices: Improvement Moderating

Barry Ritholtz Dec 29, 2009

Europe EconoMonitor

Hungary's Economic Correction Still Fails to Convince

Edward Hugh Dec 29, 2009

Europe EconoMonitor

Quantifying Eurozone Imbalances and the Internal Devaluation of Greece and Spain

Claus Vistesen Dec 28, 2009

US EconoMonitor

Government Economic Stimulus is Financial Heroin

Fabius Maximus Dec 28, 2009

Europe EconoMonitor

Why Standard and Poor's are Right to Worry about Spanish Finances

Edward Hugh Dec 22, 2009

Nouriel Roubini's EconoMonitor

Roubini Speech and Interview on the Global Economy and Latin America at the Council of the Americas

Nouriel Roubini Dec 21, 2009

Finance & Markets Monitor

Ben and his Avatar

Models & Agents Dec 21, 2009

US EconoMonitor

Moving Away from Stimulus Happy Talk to Focus on Malinvestment

Edward Harrison Dec 21, 2009

Europe EconoMonitor

A New Normal for Eastern Europe

Marcus Svedberg Dec 21, 2009

Global Macro EconoMonitor

Exit Strategy? Eastbound

Roberto Tamborini Dec 17, 2009

Europe EconoMonitor

Is Austria Set To Join The Honourable Company of PIIGs?

Edward Hugh Dec 16, 2009

US EconoMonitor

The Final Days of the Great Liquidity?

James Picerno Dec 16, 2009

US EconoMonitor

Should the Fed be the Nation's Bubble Fighter?

James Hamilton Dec 16, 2009

Nouriel Roubini's EconoMonitor

Wednesday Note - Deja Vu: Will the U.S. Undergo a Reprise of 1937?

Mikka Pineda Dec 16, 2009

Asia EconoMonitor

Is Urban Migration the Solution to China’s Problems?

Michael Pettis Dec 15, 2009

US EconoMonitor

We Face a Real Challenge in Dealing with that Feeling that the Crisis is Over

Mark Thoma Dec 13, 2009

Europe EconoMonitor

That Which the ECB Hath Separated, Let No Man Join Together Again!

Edward Hugh Dec 11, 2009

Global Macro EconoMonitor

Buiter: “It’s Five Minutes to Midnight for Greece”

Edward Harrison Dec 9, 2009

Asia EconoMonitor

Japan’s Growth Embarrassingly Revised Down by 3.5%

Edward Harrison Dec 9, 2009

Latin America Economonitor

Banxico’s Chairman Election Process: Unnecessary Uncertainty

Alejandro Schtulmann Dec 8, 2009

US EconoMonitor

Structural and Cyclical

Tim Duy Dec 7, 2009

Europe EconoMonitor

Russia's Economy Slows in November

Edward Hugh Dec 6, 2009

US EconoMonitor

Deposits in Failed Banks as a Percent of GDP

Mark Thoma Dec 6, 2009

Nouriel Roubini's EconoMonitor

Senator Chris Dodd Raises Roubini Predictions at Bernanke Confirmation Hearings

Nouriel Roubini Dec 3, 2009

Europe EconoMonitor

Two Bank Speeches and a New Job

David Smith Dec 3, 2009

Europe EconoMonitor

Quantitative Easing is Not the Cure to What Ails Europe

Edward Harrison Dec 3, 2009

Emerging Markets Monitor

Parting the Bamboo Curtain Part 3 - How Long Can China Go On?

Satyajit Das Dec 3, 2009

Emerging Markets Monitor

What’s on the Agenda at China’s Central Economic Work Conference?

Adam Wolfe Dec 2, 2009

Emerging Markets Monitor

Parting the Bamboo Curtain Part 2 - Rescuing the Dragon

Satyajit Das Dec 2, 2009

Emerging Markets Monitor

Parting the Bamboo Curtain Part 1 - The Basis of China's Growth

Satyajit Das Dec 1, 2009

Emerging Markets Monitor

Repairing China’s Financial System

Michael Pettis Nov 30, 2009

US EconoMonitor

Independent Does Not Mean Unaccountable

Mark Thoma Nov 29, 2009

US EconoMonitor

Ahead of Black Friday

Tim Duy Nov 25, 2009

US EconoMonitor

British Regulators Disclose Terms of Emergency Aid During Panic of 2008

Edward Harrison Nov 24, 2009

US EconoMonitor

Should the Fed Be Doing More?

Tim Duy Nov 20, 2009

Europe EconoMonitor

A Mini-Split on the MPC

David Smith Nov 18, 2009

Europe EconoMonitor

ECB Shows the Exit: Timing and Signposts

Aurelio Maccario Nov 18, 2009

Peterson Institute for International Economics Monitor

The Impact of the Recovery Act on Economic Growth

Simon Johnson Nov 16, 2009

RGE Analysts' EconoMonitor

What is China's Exit Strategy?

Adam Wolfe and Rachel Ziemba Nov 16, 2009

Nouriel Roubini's EconoMonitor

Global Monetary Policy Outlook

RGE Analyst Team Nov 12, 2009

Global Macro EconoMonitor

The Dollar As A Funding Currency

Edward Hugh Nov 12, 2009

Europe EconoMonitor

Bank Moderately Upbeat - Good Unemployment News

David Smith Nov 11, 2009

US EconoMonitor

If the Fed is Looking to Inflate Away Problems, What Should Asia Do?

Edward Harrison Nov 11, 2009

US EconoMonitor

Inflation Expectations Continue to Inch Higher

James Picerno Nov 11, 2009

US EconoMonitor

The Fed is Already Transparent

Mark Thoma Nov 11, 2009

Emerging Markets Monitor

The Dollar Party

Antonio Carlos Lemgruber Nov 11, 2009

Emerging Markets Monitor

What Rebalancing of Chinese and American Consumption?

Michael Pettis Nov 5, 2009

Emerging Markets Monitor

The Puzzle of Asia’s Rapid Rebound

Anoop Singh Nov 3, 2009

US EconoMonitor

On Revisions and on Conditioning

Menzie Chinn Nov 3, 2009

Nouriel Roubini's EconoMonitor

Mother of all Carry Trades Faces an Inevitable Bust

Nouriel Roubini Nov 1, 2009

Europe EconoMonitor

The French Rebound Continues In October While Germany Moves Sideways

Edward Hugh Oct 28, 2009

Nouriel Roubini's EconoMonitor

My Morning Interviews/Videos with CNBC's Squawk Box

Nouriel Roubini Oct 26, 2009

US EconoMonitor

Evaluating the New Tool of Monetary Policy

James Hamilton Oct 26, 2009

Emerging Markets Monitor

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

Adam Wolfe and Rachel Ziemba Oct 21, 2009

US EconoMonitor

Plosser: The Fed Must Stop Qualitative Easing

Edward Harrison Oct 21, 2009

Emerging Markets Monitor

The Arrival of Asset Prices in Monetary Policy

Otaviano Canuto Oct 20, 2009

Europe EconoMonitor

"Did we miss something?" Pros and Cons for a sustainable and strong eurozone recovery after 3Q 2009. Euro Thoughts October 19 -23 2009

Aurelio Maccario Oct 20, 2009

Global Macro EconoMonitor

Munchau: Next Crisis Coming Sooner Than You Think

Yves Smith Oct 19, 2009

Nouriel Roubini's EconoMonitor

Fine-Tuning Australian Monetary Policy

Mikka Pineda Oct 16, 2009

Europe EconoMonitor

Who is Afraid of the Global Rebalancing?

Aurelio Maccario Oct 16, 2009

Nouriel Roubini's EconoMonitor

Latin America Economic Outlook

Bertrand Delgado Oct 14, 2009

Asia EconoMonitor

Interpreting Recent Movements of the Rupee-Dollar Rate

Ajay Shah Oct 12, 2009

US EconoMonitor

One Way Out

James Picerno Oct 12, 2009

Nouriel Roubini's EconoMonitor

WSJ Item/Interview

Nouriel Roubini Oct 8, 2009

RGE Analysts' EconoMonitor

CNBC Squawk Box Interviews with RGE's Rachel Ziemba, Jim Rogers and others Discussing China at 60

Rachel Ziemba Oct 7, 2009

Nouriel Roubini's EconoMonitor

Does Asia's Economic Rebound Signal the Return to Stellar Growth?

Arpitha Bykere and Jane Yoon Oct 7, 2009

Nouriel Roubini's EconoMonitor

How the Fed Can Avoid the Next Bubble

Nouriel Roubini Oct 6, 2009

Nouriel Roubini's EconoMonitor

My Video Interview with Bloomberg from Turkey

Nouriel Roubini Oct 6, 2009

Europe EconoMonitor

Tales of a Two-Tier Money Market

Aurelio Maccario Oct 5, 2009

Nouriel Roubini's EconoMonitor

My CNBC Interview this Morning on Squawk Box

Nouriel Roubini Oct 5, 2009

US EconoMonitor

Fed Chest-Thumping for Beginners

James Kwak Oct 5, 2009

US EconoMonitor

Marc Faber: “Monetary Policy in the United States will stay Expansionary”

Edward Harrison Oct 5, 2009

Global Macro EconoMonitor

G7 vs. G5 in Charts

Rebecca Wilder Oct 5, 2009

Nouriel Roubini's EconoMonitor

Thoughts on Where We Are

Nouriel Roubini Oct 2, 2009

RGE Analysts' EconoMonitor

The Fed’s Balance Sheet and Possible Exit Strategies

Mikka Pineda and Christian Menegatti Oct 2, 2009

US EconoMonitor

Federal Reserve’s Fisher Says Tightening will be Aggressive

Edward Harrison Sep 30, 2009

US EconoMonitor

The Fed Draining Reserves

Rebecca Wilder Sep 30, 2009

Emerging Markets Monitor

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

Adam Wolfe and Rachel Ziemba Sep 29, 2009

US EconoMonitor

Rushing to the Exits?

Tim Duy Sep 29, 2009

US EconoMonitor

The Fed's Moving Target: NAIRU

Rebecca Wilder Sep 29, 2009

Emerging Markets Monitor

Overview: Eastern Promises

Walter Molano Sep 24, 2009

US EconoMonitor

Central Bank Rates One Year from Now...FF up 52 bps

Rebecca Wilder Sep 22, 2009

Europe EconoMonitor

The ECB's Deposit Facility and its Guard Against Inflation - Euro Thoughts Sep. 21-25, 2009 - UniCredit Group

Aurelio Maccario Sep 21, 2009

Europe EconoMonitor

As Hungary's "Correction" Heads For A Dead End, Time For A Change Of Course?

Edward Hugh Sep 21, 2009

US EconoMonitor

Even With Growth, A Long, Hard Road

Tim Duy Sep 21, 2009

US EconoMonitor

Bloomberg News is still after the Fed for more disclosure

Edward Harrison Sep 21, 2009

Peterson Institute for International Economics Monitor

Control High Inflation, Not Exchange Rates

Anders Aslund Sep 16, 2009

Europe EconoMonitor

Inflation Lowest in Nearly Five Years

David Smith Sep 16, 2009

Emerging Markets Monitor

Bank Rossii Eases Further as Russia's Economy Contracts at a Record Rate

Edward Hugh Sep 16, 2009

Emerging Markets Monitor

The Scope of Central Bank Independence, and the Accountability Mechanisms that go with This

Ajay Shah Sep 16, 2009

US EconoMonitor

Scott Sumner on the Fed's mistakes

James Hamilton Sep 16, 2009

Nouriel Roubini's EconoMonitor

"Desperately seeking an exit strategy" New Roubini Project Syndicate Op-Ed

Nouriel Roubini Sep 16, 2009

Finance & Markets Monitor

Educated Guesses on the Upcoming ECB Auction and Thoughts on some Crisis Legends... - Euro Thoughts Sep 13-18 2009

Aurelio Maccario Sep 16, 2009

Nouriel Roubini's EconoMonitor

Roubini Video Interview on Forbes.com

Nouriel Roubini Sep 15, 2009

Nouriel Roubini's EconoMonitor

Roubini Interview with Maria Bartiromo on the Wall Street Journal Report

Nouriel Roubini Sep 14, 2009

US EconoMonitor

Is Economic Boom around the Corner?

Edward Harrison Sep 14, 2009

US EconoMonitor

What Would Friedman Say?

Rebecca Wilder Sep 14, 2009

Global Macro EconoMonitor

The Importance of ECB Wording on Inflation - Euro Thoughts Sep 7-11 2009 - UniCredit Group

Aurelio Maccario Sep 9, 2009

Emerging Markets Monitor

Will India Get Back to 9% Growth?

Arpitha Bykere Sep 8, 2009

US EconoMonitor

Excess Bank Reserves and Slowing Credit Supply to the Private Sector: The Mechanics

Elisa Parisi-Capone Sep 8, 2009

US EconoMonitor

Is the Output Gap Showing

Michael F. Bryan and Laurel Graefe Aug 31, 2009

Emerging Markets Monitor

Uncovering the Monetary Policy Rule in India

Nirvikar Singh Aug 31, 2009

US EconoMonitor

Experimenting with Negative Interest Rates

James Picerno Aug 31, 2009

US EconoMonitor

Bank Leverage: Forever Blowing Bubbles Part Two

Edward Harrison Aug 31, 2009

US EconoMonitor

Causes: Too Much Debt

James Kwak Aug 28, 2009

US EconoMonitor

Obama Lucky to have Bernanke

Mark Thoma Aug 28, 2009

Latin America Economonitor

Argentina: Proposed Liability Management Initiatives Welcome by Markets but Steady Fiscal Deterioration Sets a Floor for Debt Spreads

Florencia Vazquez Aug 26, 2009

Asia EconoMonitor

The China Effect

Rachel Ziemba Aug 26, 2009

Nouriel Roubini's EconoMonitor

On the Reappointment of Ben Bernanke

Nouriel Roubini Aug 25, 2009

Europe EconoMonitor

Berlusconi: Private Leisure and Public Costs of the “Sultan of Swing”

Paolo Manasse Aug 25, 2009

Global Macro EconoMonitor

The End of the Beginning

Ajay Shah Aug 25, 2009

Nouriel Roubini's EconoMonitor

The Risk of a Double-Dip Recession is Rising

Nouriel Roubini Aug 24, 2009

US EconoMonitor

The Market-Perceived Monetary Policy Rule

James Hamilton Aug 24, 2009

Nouriel Roubini's EconoMonitor

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

Nouriel Roubini Aug 24, 2009

Nouriel Roubini's EconoMonitor

Roubini Interview on National Public Radio

Nouriel Roubini Aug 19, 2009

Europe EconoMonitor

Twenty Percent of Spanish Mortgages Now Considered to be High Risk

Edward Hugh Aug 18, 2009

Asia EconoMonitor

Japan Emerges From Recession, but the Slump Continues

Edward Hugh Aug 18, 2009

US EconoMonitor

Weak Consumer Spending Will Last for Years

Edward Harrison Aug 17, 2009

Nouriel Roubini's EconoMonitor

Roubini Project Syndicate Op-Ed: A Phantom Economic Recovery

Nouriel Roubini Aug 16, 2009

Europe EconoMonitor

Bank's Easing Clips the Wings of the Rising Pound

David Smith Aug 12, 2009

Nouriel Roubini's EconoMonitor

CNBC Squawk Box Roubini Interviews

Nouriel Roubini Aug 12, 2009

RGE Analysts' EconoMonitor

Credit Markets Update: Fundamentals Driven or Too Much Liquidity?

Elisa Parisi-Capone Aug 12, 2009

Global Macro EconoMonitor

Some Mid-Summer Thoughts on Inflation - Euro Thoughts - UniCredit Group

Aurelio Maccario Aug 11, 2009

US EconoMonitor

A Putt Made, a Putt Missed

Jeffrey Miller Aug 11, 2009

US EconoMonitor

The Recovery Edges Forward

Tim Duy Aug 10, 2009

US EconoMonitor

Is a Jobless Recovery Your Best Friend?

Tim Duy Aug 7, 2009

Daily Digest

Analysis

Rough Commute: Riding the LIRR with Cash and Short Duration Investors in 2010

PIMCO  Jerome Schneider And Paul Reisz Feb 1, 2010

Analysis

China: Déjà vu: Dissecting Heightened Uncertainty

Morgan Stanley  Qing Wang Feb 9, 2010

Analysis

For China, All Policy Is Local

Wall Street Journal  Andrew Peaple Feb 9, 2010

Analysis

Euro - Anchor of Stability?

Merk Mutual Funds  Axel Merk Feb 8, 2010

Opinions

Speculation that the EU is preparing measures to support Greece is apparently helping lift the market's mood

Brown Brothers Harriman  Feb 9, 2010

Analysis

Czech Republic: CPI up on indirect taxes in January

ERSTE Bank  Feb 9, 2010

Analysis

Czech Republic: Inflation remains low, no signs of demand pressures

Raiffeisen Research  Feb 9, 2010

News

Czech Inflation Slows on Food, Rates Seen Stable

Bloomberg  Peter Laca Feb 9, 2010

Analysis

Policy Uncertainty Clouds the Outlook

Morgan Stanley  Feb 9, 2010

Blogs

What Changes Are Needed in the U.S. Financial System? - a “pseudo-interview” with William Dudley

Maximum Utility  Feb 8, 2010

Analysis

Interest rate prognosis: scenarios and business cycles (South Africa)

Standard Bank  Feb 9, 2010

News

Trichet To Greece's Rescue?

Forbes  Feb 9, 2010

News

Greek Banks' Woes May Force ECB's Hand

Wall Street Journal  Nina Koeppen Feb 9, 2010

Analysis

Focus on Ukraine — Is there life after the elections? Czech Republic — Foreign trade lower than expected but still in surplus; Turkey — Nascent signs of deterioration in inflation expectations

Citigroup Global Markets  Feb 9, 2010

News

Egypt Inflation Probably Steady in January as Bank Holds Rates

Bloomberg  Alaa Shahine Feb 9, 2010

Blogs

Post QE gilt (auction)

FT Alphaville  Neil Hume Feb 9, 2010

Blogs

Political pressure and the Bank of Japan

FT Money Supply  Robin Harding Feb 9, 2010

News

Japan Survey: Economists See Slower CPI Fall, Higher GDP Rise

Market News International  Feb 9, 2010

Analysis

Hong Kong and China and the Global Recession

Federal Reserve Bank of San Francisco  Janet Yellen Feb 9, 2010

Analysis

SNB - an information vacuum

Danske Bank  Kasper Kirkegaard and Niels Blomquist Feb 9, 2010

Analysis

NZ Monthly Economic Review - February 2010: Tax structure trends in the OECD area

New Zealand Parliament  Feb 9, 2010

Opinions

TH: The Challenges We Face in Monetary Policy Normalisation

Bank of Thailand  Kajorn Thanapase Feb 9, 2010

Analysis

A bumpy ride: a soft NZ labour market suggests a June start to the eventual tightening cycle at the earliest

ANZ Banking  Cameron Bagrie Feb 9, 2010

Analysis

Increased Understanding of Supply Side Economics

Reserve Bank of Australia  Anne O. Krueger Feb 9, 2010

Analysis

What Have We Learned in the Past Fifty Years About the International Financial Architecture?

Reserve Bank of Australia  Andrew Crockett Feb 9, 2010

Analysis

Financial Stability: 10 Questions and About Seven Answers

Reserve Bank of Australia  Jaime Caruana Feb 9, 2010

Analysis

Fifty Years of Monetary Policy: What Have We Learned? (Panelist comments)

Reserve Bank of Australia  Jean-Claude Trichet Feb 9, 2010

Analysis

Fifty Years of Monetary Policy: What Have We Learned?

Reserve Bank of Australia  Glenn Stevens, Christopher Kent and Adam Cagliarini Feb 9, 2010

Opinions

Much attention will be given to Federal Chairman Bernanke's mid-week testimony before the House Finance Committee.

Brown Brothers Harriman  Feb 9, 2010

Blogs

Fed’s Bullard Advocates Selling Mortgage Securities Gradually in 2010

Real Time Economics  Feb 8, 2010

Analysis

Interest Rates Following Financial Re-regulation

Federal Reserve Bank of Chicago  Jeffrey R. Campbell and Zvi Hercowitz Feb 8, 2010

Analysis

Measuring the Equilibrium Real Interest Rate

Federal Reserve Bank of Chicago  Alejandro Justiniano and Giorgio E. Primiceri Feb 8, 2010

Analysis

Croatia: CNB reduced the bank reserve requirement rate

Raiffeisen Research  Feb 8, 2010

News

Estonian deflation slows

EU Business  Feb 8, 2010

Analysis

Focus on Turkey — Managing expectations via core measures; Czech Republic — General election set for the end of May 2010; Romania — NBR’s forecasts seem supportive of further easing; Slovakia — Industrial production growth set to continue rising

Citigroup Global Markets  Feb 8, 2010

Analysis

Recovery in UK exports holds key to future growth | BoE MPC to provide further detail behind decision to halt QE

Lloyd's TSB  George Johns Feb 8, 2010

Analysis

Sterling falls sharply despite pause in QE

Lloyd's TSB  Trevor Williams et al Feb 5, 2010

News

Euro zone: Labor Mobility & Currency Unions

Stefan Karlsson's blog  Stefan Karlsson Feb 8, 2010

News

China targets 3% inflation in 2010: pension head

Financial Post  Feb 8, 2010

Analysis

ECB Bides It’s Time

KBC  Feb 8, 2010

Analysis

The issue of liquidity: it will remain abundant, but will it be attracted only by growth? Will it continue to finance fiscal deficits?

Natixis  Patrick Artus Feb 8, 2010

Blogs

The Excess Liquidity Party is Over

Japan Investor  Feb 8, 2010

Blogs

We Are All Global Economists Now

Tokyo Takes  Feb 7, 2010

News

Chile Consumer Prices Rise 0.5% on Expanded Index

Bloomberg  Sebastian Boyd Feb 8, 2010

News

Brazil’s Biggest Banks Boost Rate-Increase Forecasts

Business Week  Andre Soliani and Tal Barak Harif Feb 8, 2010

Analysis

A Possible Solution to Euro Zone Woes

The Source  Feb 8, 2010

Opinions

Argentina Bank Won’t Be Independent, Goldman Says (Update1)

Business Week  Eliana Raszewski and Drew Benson Feb 8, 2010

Analysis

The Euro’s Final Countdown?

Project Syndicate  Feb 8, 2010

News

Kuwaiti Central Bank Cuts Repo Rates By Quarter Point

Bloomberg  Feb 8, 2010

Opinions

Argentina Seizes the Central Bank

Wall Street Journal  Mary Anastasia O'Grady Feb 8, 2010

News

Gold price may signal future inflation, says study

Asian Investor  Joseph Marsh Feb 8, 2010

News

European Central Bank in a Squeeze

New York Times  Jack Ewing Feb 7, 2010

Analysis

RBA “no-show” on policy as doubts emerge about global economic health

Commonwealth Bank  John Peters Feb 8, 2010

Analysis

Enough straws to keep the RBNZ sidelined

ASB Bank  Jane Turner Feb 8, 2010

Analysis

We can work it out: New Zealand labour market remains bogged down by the effects of the 2008-09 recession

Westpac  Brendan O’Donovan et al Feb 8, 2010

Analysis

TH: Accelerating Inflation May Inhibit Consumption in 2010

Kasikorn Bank  Feb 8, 2010

Analysis

Linking global money supply to gold and to future inflation

World Gold Council  Juan Carlos Artigas Feb 1, 2010

Analysis

NZ: Taxing Issues for the "House" of Parliament

BNZ Capital  New Zealand research team Feb 8, 2010

Analysis

Lending standards stabilize but not demand

J.P. Morgan  David Hensley, Joseph Lupton and Sam Conway Feb 4, 2010

Research

Macroeconomic Model for Policy Analysis and Insight (a Dynamic Stochastic General Equilibrium Model for the Bangko Sentral ng Pilipinas)

Bangko Sentral ng Pilipinas  Jr, Paul D. McNelis, Francisco G. Dakila, Eloisa T. Glindro and Ferdinand S. Co Dec 1, 2009

Analysis

JP: Money Stock (Preliminary figures for January 2010)

Bank of Japan  Feb 8, 2010

Analysis

Czech Republic: CNB to hike this year - when?

ERSTE Bank  Feb 5, 2010

Analysis

Czech Republic: CNB no change, no December-like drama this time

ERSTE Bank  Feb 5, 2010

Analysis

Romania: Central bank to stick further to its managed floating FX regime

ERSTE Bank  Feb 5, 2010

Analysis

Poland: More Revenue or Less Spending? Czech Republic: Rates on Hold for Now; Turkey: Inflation Exceeded 8%y/y in January

BNP Paribas  Feb 5, 2010

News

Romanian Central Bank Raises 2010 Inflation Forecast on Tobacco

Bloomberg  Adam Brown and Irina Savu Feb 5, 2010

News

PH: Inflation for the first month of the year slowed down to 4.3%

National Economic Development Authority  Feb 5, 2010

Analysis

Inside China: Overheating risk

BNP Paribas  Isaac Meng and Chen Xingdong Feb 5, 2010

News

Argentina Govt Seizes Moment To Make Changes At Central Bank

Wall Street Journal  Matthew Cowley Feb 5, 2010

Analysis

The GCC: End of an Eventful Year (FY2009)

Gulf Baader Captial Markets SAOC  Jan 16, 2010

News

Devil's Advocate

Economists View  Tim Duy Feb 5, 2010

News

Taiwan: The Price Indices for January 2010

DGBAS, Taipei  Feb 5, 2010

News

PH: Inflation Slows Down Slightly in January to 4.3 Percent

Bangko Sentral ng Pilipinas  Feb 5, 2010

Analysis

Amor Fati: Moving toward Our Maximum Regret

Brown Brothers Harriman  Marc Chandler Feb 5, 2010

Analysis

Global: Reining in the Front-Riders

Morgan Stanley  Manoj Pradhan Feb 5, 2010

Analysis

Global: Asian Amplification

Morgan Stanley  Joachim Fels Feb 5, 2010

Analysis

Japan: Economy Gets Better, Deflation Gets Worse: Upgrading 2010 Forecast

Morgan Stanley  Takehiro Sato and Takeshi Yamaguchi Feb 5, 2010

News

Brazil Inflation Quickens to Fastest Pace Since 2008

Bloomberg  Andre Soliani and Iuri Dantas Feb 5, 2010

Research

Sweden: How has the Riksbank managed the financial crisis?

Riksbank (Central Bank of Sweden)  Johan Molin Feb 5, 2010

Analysis

Czech Republic Macro Flash: CNB kept policy rate at 1%, all-time low

Citigroup  Jaromir Sindel Feb 5, 2010

Analysis

Focus on South Africa — Likelihoods and Uncertainties for 2010; Czech Republic — Rates kept at all-time low: 3M PRIBOR a risk to our forecast

Citigroup  Feb 5, 2010

News

Egypt central bank keeps key rates on hold

Reuters  Patrick Werr Feb 4, 2010

News

PH: Business BSP mulls further increase in rediscount rate

Philippine Star  Lawrence Agcaoili Feb 5, 2010

Analysis

RBA GDP and inflation forecasts raised slightly

Commonwealth Bank  Michael Workman Feb 5, 2010

Analysis

RBA tightening shifts down a gear | New Zealand: recession lingers for labour market.

Westpac  Feb 5, 2010

Opinions

Swearing-In Ceremony Remarks

Federal Reserve Board  Ben S. Bernanke Feb 5, 2010

Analysis

The Beginning of the End of the Correction?

Fischer Francis Trees & Watts  Alex Krieckhaus Jan 29, 2010

News

Philippine Inflation Rate Holds Near Eight-Month High

Business Week  Karl Lester M. Yap and Max Estayo Feb 5, 2010

Analysis

Thailand Inflation Report: January 2010

Bank of Thailand  Feb 5, 2010

Analysis

Money Market Operations Conducted by the Bank of Japan (January 2010)

Bank of Japan  Feb 5, 2010

Analysis

Monetary Base and the Bank of Japan's Transactions (January 2010)

Bank of Japan  Feb 5, 2010

Analysis

The focus was on the BOE and ECB today, but little fresh has been revealed by them.

Brown Brothers Harriman  Feb 5, 2010

News

Repurchase and Reverse Repurchase Transactions

Federal Reserve Bank of New York  Federal Reserve Bank of New York Aug 1, 2007

News

US Federal Reserve Exploring Interest Policy Rate Band

oanda.com  Alfonso Esparza Feb 5, 2010

Analysis

Producer Price Survey - December 2009: Producer Price Index the manufacturing industry continued its downtrend with a decrease of 2.9% in December 2009

Statistics Bureau  Feb 5, 2010

Analysis

Inflation Rate and Consumer Price Index - January 2010: 2010 started off with an annual headline inflation rate in the Philippines at 4.3 percent

Statistics Bureau  Feb 4, 2010

Opinions

Australia: Statement on Monetary Policy February 2010

Reserve Bank of Australia  Feb 5, 2010

Analysis

After the stimulus, the big retrenchment

VoxEU  Giancarlo Corsetti, André Meier and Gernot Müller Feb 5, 2010

Analysis

ECB Watch February 2010: ECB Rates to Remain Very Low

AIB Capital Markets  John Beggs et al Feb 4, 2010

Monetary Policy and Inflation Topic Pages:

Central Bank Independence | Central Bank Transparency | Inflation Targeting

RGE GLOBAL ECONOMIC OUTLOOK

Table of Contents

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

Global Issues
Growth and CPI | Commodities | Trade | Imbalances

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The New Bubble in the Barbarous Relic that Is Gold

Nouriel Roubini Dec 11, 2009

“Keynes referred to gold as a ‘barbarous relic.’ Unlike other commodities, it has little intrinsic value. Much like a fiat currency, gold’s value is based largely on the irrational beliefs of investors.”

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The Option of Last Resort: A Two-Currency EMU

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Canada: Real Estate Sector

Do Vulnerabilities Loom as Canadian Housing Revives?

United States: Industrial and Corporate Sector

U.S. Inventories: Has the Drawdown Come to a Close?

China: Fiscal Policy

Crouching Local Debts, Hidden Risks

Ukraine: Domestic Politics

Ukraine’s Presidential Runoff: Uncertainty Lingers as Prime Minister Refuses to Concede Defeat

United States: Labor Market

Job Losses in the U.S. Bottoming Out: Has the Unemployment Rate Peaked?