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Systemic Risk, Vulnerabilities and Asset Bubbles
Featured Content
Macroprudential Regulation against Systemic Risk
Value-at-Risk or Expected Shortfall: JP Morgan Ranks Second in NYU Stern's Systemic Risk Index
Asia/Pacific
The 1997-1998 Asian Financial Crisis
Investment Recovery and Capital Inflows in Emerging Asia ex-Chindia?
Ten Years Later: Has Asia Learned the Right Lessons From its Financial Crisis?
Asia/Pacific : Macroeconomy : Markets : Currencies : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Europe
United Kingdom: Domestic Demand
UK Retail Sales Jump Due to Uptick in Petrol Sales in March
UK Unemployment Rate Falls Further to 8.2% in Q1
United Kingdom : Europe : Macroeconomy : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
The IMF Rescues the CIS
Ukraine Hopes to Defer IMF Payments: Financing Pressures Mount
Commonwealth of Independent States : Emerging Europe and CIS : Russia : Russia, CIS and the Caucasus : Europe : Macroeconomy : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :
The European Financial Stability Framework
Financial Transactions Tax: Germany Looking for Alternative Taxes
Cross-Border Micro and Macro-Prudential Regulation: New Agencies Open Their Doors
Europe : Finance and Banking : Macroeconomy : Banks : Financial Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :
EU Banking System
Irish Banks: Deleveraging Continues, Recapitalization Needed, SME Lending Still Weak
Spanish Banks: Spain Prepares to Rescue Third Largest Lender
Eurozone : France : Advanced Economies : Europe : Finance and Banking : Macroeconomy : Banks : Systemic Risk, Vulnerabilities and Asset Bubbles :
Latvia: Economic Profile
S&P Returns Latvia to Investment Grade: Calling the End to the Adjustment?
Latvia: Q2 GDP Growth Accelerates, Recovery Still Fragile
Baltics : Eurozone : Europe : Macroeconomy : Current Financial Crisis : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles :
The Baltics: Economic Profile
Baltic Economies: Can Internal Devaluation Restore Competitiveness?
Lithuania: Q3 2011 GDP Up 6.6% y/y
Baltics : Europe : Macroeconomy : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Estonia: Economic Profile
Estonia: Economy Expands 7.9% y/y in Q3 2011
On the Back of Euro Adoption, Estonia Re-elects Coalition Government
Baltics : Eurozone : Emerging Markets : Europe : Frontier Markets : Macroeconomy : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Russia: The Ruble
Russia : Russia, CIS and the Caucasus : Europe : Macroeconomy : Markets : Currencies : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
IMF's Role in Central and Eastern Europe
Romania: New Government Wins IMF Backing for Wage Rises
Baltics : Czech Republic : Emerging Europe and CIS : Eurozone : Hungary : Poland : Romania : Serbia : Southeast Europe : Europe : Macroeconomy : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :
United Kingdom: Banking Sector
UK Banks:Banks Fail to Meet SME Lending Targets
Too Big to Fail Status Report: Unwieldy Dodd-Frank Legislation Faces Backlash
United Kingdom : Europe : Finance and Banking : Banks : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Turkey: Economic Risks and Strengths
S&P Downgrades Turkey's Rating Outlook to Stable on Weakening Creditworthiness and Terms of Trade
Turkey : Europe : Macroeconomy : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :
Unconventional Monetary Policy
UK: Bank of England Keeps Rates Unchanged; No Further QE
Eurozone : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macroeconomy : Current Financial Crisis : Financial Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :
Ukraine and the IMF
Ukraine Hopes to Defer IMF Payments: Financing Pressures Mount
Ukraine's President Vetoes New Tax Code Amid Protests
Commonwealth of Independent States : Emerging Europe and CIS : Russia, CIS and the Caucasus : Europe : Frontier Markets : Geostrategy : Macroeconomy : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :
Impact of Global Crisis on EU Newcomers
Baltics : Emerging Europe and CIS : Southeast Europe : Europe : Macroeconomy : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Latin America
Mexico: Fiscal Accounts
Mexico's Fiscal Accounts Outlook
Mexico's Credit Ratings Reinforced by Moody's
Mexico : Latin America : Macroeconomy : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles :
Mexico: External Accounts
Are Mexico's External Accounts Improving? What About Export Diversification?
New Intervention Mechanism for the Mexican Peso: How Much Will Mexico Defend Its Currency?
Mexico : Emerging Markets : Latin America : Macroeconomy : Markets : Currencies : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Uruguay: Economic Profile
Can Uruguay's Economy Keep Up the Pace in 2011?
Will Uruguay Achieve Investment Grade?
Uruguay : Latin America : Macroeconomy : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Middle East and Africa
Middle East: Economic Profile
Spillover Effects from Europe’s Debt Woes to the MENA Region?
GCC Growth Underpinned by Stronger Oil Production
Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Finance and Banking : Macroeconomy : Banks : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Zimbabwe: Economic Profile
Zimbabwe: New Growth or Old Bad Habits?
Sub-Saharan Africa : Middle East and Africa : Macroeconomy : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Africa Economic Profile
Sub-Saharan Africa in 2012: Growth Persists Despite Global Headwinds
Are Africa-EU Relations Weakening?
South Africa : Sub-Saharan Africa : Frontier Markets : Middle East and Africa : Macroeconomy : Current Financial Crisis : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles :
North America
Regulation and Banks
JPMorgan Trading Debacle: Bolstering the Case for Volcker Rule?
Value-at-Risk or Expected Shortfall: JP Morgan Ranks Second in NYU Stern's Systemic Risk Index
United States : North America : Finance and Banking : Macroeconomy : Banks : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Canada: Banking Sector
Canadian Banks Get Kudos From Financial Stability Board and Fitch
Canadian Banks: Strong in Q4 2011 Despite Weak Capital Markets
Canada : North America : Finance and Banking : Macroeconomy : Current Financial Crisis : Real Estate : Real Estate and Mortgage Finance : Systemic Risk, Vulnerabilities and Asset Bubbles :
Unconventional Monetary Policy
UK: Bank of England Keeps Rates Unchanged; No Further QE
Eurozone : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macroeconomy : Current Financial Crisis : Financial Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :
Economic Impact of Oil
Will High Oil Prices Hurt Global Growth?
Does Asian Countries' Cutting Fuel Prices Signal Shifting to More Market Prices?
Advanced Economies : Emerging Markets : Frontier Markets : North America : Macroeconomy : Markets : Commodities : Energy : Growth Outlook and Business Cycle : Oil : Oil and Energy : Systemic Risk, Vulnerabilities and Asset Bubbles :
Liquidity Traps
Eurozone : United Kingdom : Advanced Economies : Europe : Latin America : North America : Macroeconomy : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Parallels to the Great Depression
1929 vs. 2009: Parallels And Differences From The Great Depression
North America : Macroeconomy : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
U.S. International Investment
United States : North America : Current Account : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles : Trade and External Balance :
United States: Influence and the Global Economic Crisis
Timeline: Meltdown (2007-Present)
Timeline: Capitalism in Theory and Practice (1776-Present)
United States : Advanced Economies : North America : Geostrategy : Macroeconomy : Current Financial Crisis : Foreign Policy and Geostrategic Risks : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles :
Systemic Risk, Vulnerabilities and Asset Bubbles Topic Pages: Current Financial Crisis | Past Financial Crisis
Economic Research
Economic Research
What’s on Nouriel’s Mind: A Balance-Sheet Recession Calls for Monetized Fiscal Deficits, Not Fiscal Austerity
By Apr 3, 2012
Economic Research
What’s on Nouriel’s Mind: A Sweet Greek PSI Deal Transfers the Bulk of Future Losses to the Official Sector
By Mar 6, 2012
Global Economic Outlook
Greece Outlook: Immediate Disaster Thwarted, Growth Prospects Still Grim
By Mar 5, 2012
Global Economic Outlook
United States Outlook: Calmer Headwinds and Better Growth Prospects
By Feb 13, 2012
Conference Call
Conference Call Replay: EZ State of Play—Another Summit, More Skepticism
By Jan 27, 2012
Economic Research
Italy's Long-Term Bond Auction on December 29: Start-Gun For a Challenging Q1 2012
By Dec 28, 2011
North America Weekly
Looking at U.S. 2012 Fiscal Drag and Q4 GDP, Revisiting EZ Risks; Gauging Canadian Inflation, GDP and Bank Performance
By Dec 19, 2011
Economic Research
Macro Adjustment, the Geyser Way: Icelandic Lessons for the EZ Periphery
By Nov 25, 2011
Economic Research
Waiting for the Wednesday Summit: Progress Report on EFSF Leverage Options, Bank Recaps and Greece
By Oct 24, 2011
Conference Call
Conference Call Replay: Eurozone in Crisis—More Than a Plan to Plan Needed
By Oct 21, 2011
Economic Research
Last Shot on Goal: Will Eurozone Leaders Succeed in Ending the Crisis?
By Oct 21, 2011
LatAm Weekly
Brazil’s Monetary Policy; Mexico, Colombia and Peru’s Activity Indicators; Venezuela’s Debt
By Oct 17, 2011
Europe Weekly
Slovakia Ratifies EFSF; EZ Inflation Peaks; UK Unemployment to Rise; Poland’s Fiscal Overhaul
By Oct 14, 2011
Economic Research
Global Economic Insecurity and Inequality Breeds Social and Political Instability
By Oct 12, 2011
LatAm Weekly
Monetary Policy and Industrial Activity in Mexico; Chile to Remain On Hold; Colombia's Central Bank Minutes
By Oct 10, 2011
North America Weekly
U.S. Q3 GDP Anemic, Recession Musings; Canada: Growth Set to Slow; Labor Market Continues to Soften
By Oct 3, 2011
Europe Weekly
Germany's EFSF Ratification; Sarkozy's Dwindling Re-Election Hopes; Poland's Currency Intervention
By Sep 30, 2011
Economic Research
The Age of Crisis: Down and Out Depression in D.C.—RGE on the IMF/WB Annual Meetings
By Sep 26, 2011
Europe Weekly
UK QE2; Hungarian Financial Stability Concerns; Swedish Policy Bullets; Swiss Currency Strength; Irish Growth Outlook
By Sep 23, 2011
Economic Research
Are Those Who Make History Condemned to Repeat It, Tipping Us Into Depression Again?
By Sep 21, 2011
Global Economic Outlook
Middle East and North Africa Outlook Update: Global Storm Exacerbates Transition
By Sep 21, 2011
Global Economic Outlook
Colombia Outlook Update: Domestic Demand to Sustain 2012 Growth
By Sep 20, 2011
Economic Research
A Radical Policy Response to the Rising Risks of a Depression and Financial Crisis
By Sep 13, 2011
North America Weekly
U.S.: President Obama’s Jobs Program and Upside Risks; Canada: Slowing Employment Momentum
By Sep 12, 2011
LatAm Weekly
Brazil Rate Cut; Inflation in Mexico; Monetary Policy in Colombia, Chile, Peru
By Sep 5, 2011
Economic Research
German Parliament to Back New EFSF Powers, But an Increase Is Unlikely and Eurobonds a Fantasy
By Sep 2, 2011
North America Weekly
U.S. Recession Watch; Canadian Consumer Spending and Monetary Policy
By Aug 22, 2011
Economic Research
Chronicles of a Crash Foretold: Visualizing the Sequence of a Chinese Hard Landing
By Aug 22, 2011
Economic Research
Strengths and Vulnerabilities in Emerging Europe: A Balance Sheet Approach
By Aug 19, 2011
LatAm Weekly
External Risks to Latin America; Central Banks On Hold in Chile, Colombia; GDP Growth in Peru Unlikely to Exceed 7%
By Aug 15, 2011
Europe Weekly
Inflation Concerns Easing in EZ, Switzerland, UK, Hungary and Czech Republic
By Aug 12, 2011
North America Weekly
U.S.: Stalled Growth, Closer to Outright Recession, While Rating Downgrade Increases Uncertainty; Modest Growth for Canadian Labor Market
By Aug 8, 2011
LatAm Weekly
Retail Sales in Brazil; CPI in Mexico; Exports in Chile; Monetary Policy in Peru
By Aug 8, 2011
Global Economic Outlook
Switzerland Outlook Update: SNB Moves to Adopt Quasi-Quantitative Easing
By Aug 5, 2011
Economic Research
Conference Call Replay: U.S. Debt Scenarios and Implications for Growth and Asset Classes
By Aug 1, 2011
LatAm Weekly
New FX Tax in Brazil; Economic Activity Normalizes in Chile; Peru President Raises Concerns
By Aug 1, 2011
Europe Weekly
Spanish Politics; EFSF Ratification; German Soft Landing; Czech Monetary Policy; Turkish Depreciation
By Jul 29, 2011
Europe Weekly
UK Monetary Policy; Eurozone Inflation; Swedish Households; Eastern European Banks; Turkish Consumer Confidence; Polish Manufacturing
By Jul 22, 2011
Economic Research
Brady Plan 2.0: RGE Proposal for an Orderly but Coercive Greek Debt Exchange Approved by the Eurozone and Private Sector
By Jul 22, 2011
Economic Research
Second Bailout Package for Greece and Stabilization of the EMU Framework—Options and Solutions
By Jul 21, 2011
Economic Research
High Time for an Orderly and Market-Oriented but Coercive Restructuring of Greece's Debt
By Jul 13, 2011
Economic Research
Despite Serious Vulnerabilities, Italy Is Not Greece; the Show Will Probably Go On
By Jul 13, 2011
North America Weekly
U.S. Employment Report Highlights Risks to Growth in H2; Canadian Labor Market Resilience Will Be Tested in H2
By Jul 11, 2011
Europe Weekly
Greek Debt; Volatile Turkish Inflation; Fragile Irish Growth; Russia's Weak Fixed Investment; Poland's Shale Gas Bonanza; Denmark's Bank Woes
By Jul 8, 2011
LatAm Weekly
Inflation in Brazil; Mexico’s Monetary Policy; GDP Growth in Chile; Venezuela’s President Treated for Cancer
By Jul 5, 2011
Europe Weekly
Risks and Growth Prospects Across the EZ, UK, Nordics, Emerging Europe and CIS
By Jul 1, 2011
Global Economic Outlook
Spain Outlook Update: Fiscal Housekeeping Shifts to Regional Governments
By Jun 23, 2011
Global Economic Outlook
Latin America Outlook Update: Converging Toward Potential Growth
By Jun 21, 2011
North America Weekly
Revising Up Our U.S. Core Inflation Outlook; Brief Consumer Spending Recovery for Canada Amid Falling Labor Productivity
By Jun 20, 2011
Global Economic Outlook
Italy Outlook Update: Political Instability Preventing Structural Reforms
By Jun 17, 2011
Europe Weekly
Greek Crisis; German Banks Exposed; Irish Bondholders; Czech Banking Risks; Turkish Wage-Price Spiral
By Jun 17, 2011
Economic Research
EZ Policy Makers Will Avoid Tough Decisions and Continue to Muddle Through for Now
By Jun 3, 2011
Economic Research
From Reprofiling to Vienna Initiative 2.0: The Nonsense of Purely 'Voluntary' Bail-Ins of Greece's Sovereign Bank Creditors
By Jun 3, 2011
Europe Weekly
ECB Collateral Holdings; German Dynamics; UK Corporates; Turkish Monetary Policy; Polish Consumption; Hungarian Mortgage Relief
By May 27, 2011
Economic Research
Much Ado About Relatively Little: Contagion Risks From an Orderly Greek Debt Restructuring Are Modest, Contained and Manageable
By May 24, 2011
LatAm Weekly
Brazil's New Financial Committee; Mexico and Chile's Likely Monetary Policy Paths
By May 23, 2011
Economic Research
UK Financial Regulation: Pricing and Competitive Implications for Banks
By May 19, 2011
Economic Research
DSK's Arrest: Implications for the IMF Succession and PIIGS' Bailouts
By May 16, 2011
Economic Research
A How-To Manual for Plan B: Options for Restructuring Greek Public Debt
By May 9, 2011
Europe Weekly
Shrinking Eurozone Liquidity; Russia's Banking Worries; Icesave Implications
By May 6, 2011
Economic Research
Greek Debt Restructuring Debate: Is the Official Sector Converging Toward 'Plan B'?
By Apr 6, 2011
Economic Research
Q2 2011 Geostrategy Note: The Scent of Jasmine, Japan's Mega-Crisis and Other Global Drama
By Mar 24, 2011
Economic Research
Bank of England to Hold the Line Against Temporary Surge in Inflation
By Mar 15, 2011
LatAm Weekly
Brazil’s Monetary Policy to Rely on Fiscal and Credit Policies; Mexico’s Economic Activity Surprises
By Jan 28, 2011
LatAm Weekly
Brazil’s Current Account Deficit Doubles; Mexico’s Inflation Expected to Drop
By Jan 26, 2011
Europe Weekly
Greek Debt Restructuring; Turkish Monetary Policy; German Elections; Swedish Banks
By Jan 21, 2011
Economic Research
2011 Geostrategy Note: The Roiling Pacific, Quagmiristan and EZ Targets
By Dec 29, 2010
North America Weekly
Will the Fed Allow Rising Borrowing Costs?; Sonata Forms in the Treasury Market
By Dec 20, 2010
LatAm Weekly
Brazil Expected to Tighten; Mexico’s IP Decelerates; Chavez Requests Special Powers
By Dec 15, 2010
Economic Research
Front-Loaded Stimulus, Back-Loaded Austerity: The Optimal Fiscal Austerity Path and the Risks of Other Routes
By Dec 2, 2010
Economic Research
Nordic Unemployment: Explaining the Divergent Trends During the Crisis
By Nov 30, 2010
Economic Research
Comparing Spain With Ireland and Other PIIGS: Better in Some Ways, More at Risk in Others
By Nov 25, 2010
Economic Research
An Orderly Market-Based Approach to the Restructuring of Eurozone Sovereign Debts Obviates the Need for Statutory Approaches
By Nov 15, 2010
Economic Research
Ireland: Bank Bailout Costs Could Top €50 Billion, But Only Under a Severe Scenario
By Nov 15, 2010
LatAm Weekly
Brazil’s Inflation Pressures Elevated; Mexico’s Industrial Output Decelerates
By Nov 12, 2010
Economic Research
Eurozone Periphery: Short-Term Sovereign Risk Amid Long-Term Restructuring Plans
By Nov 11, 2010
Europe Weekly
EZ's Head and Tailwinds; Acute Portuguese Crisis; Stalling Russian Growth
By Nov 5, 2010
Economic Research
How Should Emerging Markets Manage Capital Inflows and Currency Appreciation?
By Nov 4, 2010
Economic Research
The UK: MPC Split Three Ways; Bank Governor Sympathetic to Dovish Camp
By Oct 22, 2010
Economic Research
Q4 2010 Geostrategic Risk Note: Asia on the Boil, U.S.-Europe Reap Anti-Incumbent Backlash
By Oct 7, 2010
Economic Research
Romania’s Autumn of Discontent: No Stomach for IMF-Driven Austerity Measures?
By Oct 4, 2010
Economic Research
U.S. Consumer Spending Better in Q3; Dollar Retains its Reserve Share
By Oct 4, 2010
LatAm Weekly
Brazil’s Consumer Confidence Stalls; Mexico’s Shy Recovery Persisted in Q2 2010
By Sep 24, 2010
LatAm Weekly
Brazil’s Current Account Deficit Widens; Argentina’s Growth Unsustainable
By Sep 22, 2010
Economic Research
The U.S. Should Ignite Job Creation With a Temporary Cut in Payroll Tax
By Sep 16, 2010
North America Weekly
U.S. Trade Deficit Narrows; “Unusual Uncertainty” in Canada’s Monetary Outlook
By Sep 13, 2010
Economic Research
North America Focus: Weak U.S. Data Spark 'Race to the Bottom'; Canada's Consumers Still Cool
By Aug 23, 2010
Economic Research
North America Focus: U.S.: Warming Up the Helicopter; Canada: Inflation Moderates Going Forward
By Aug 16, 2010
Economic Research
Europe Weekly Spotlight: Greek Loan Review; Depressed French Consumers; UK Financial Reform
By Aug 6, 2010
Economic Research
North America Focus: U.S. Economy Proceeds Sluggishly; U.S. and Canadian Labor Markets Examined
By Aug 2, 2010
Economic Research
Europe Weekly Spotlight: EZ Corporate Credit Conditions; Inflation Risks in Russia
By Jul 30, 2010
Economic Research
Europe Weekly Spotlight: Markets Worry About Ireland; Bulgaria Hedges Energy Bets
By Jul 23, 2010
Economic Research
Europe Weekly Spotlight: Germany Peaks; Slovakia Relents; UK House Price Indexes Diverge
By Jul 16, 2010
Economic Research
Europe Weekly Spotlight: Multi-Speed Eurozone Recovery; Strong UK Gilts; Confident Nordics
By Jul 9, 2010
Economic Research
Europe Weekly Spotlight: Growth in Turkey, Austerity Beyond (even France)
By Jun 25, 2010
Economic Research
Adjustment Dynamics in Spain: Will Belt-Tightening Cinch Off Growth?
By Jun 10, 2010
Economic Research
Eurogroup Ready to Provide €30 Billion at around 5%, IMF €15 Billion at Lower Rates
By Apr 12, 2010
Economic Research
Greece/EZ Crisis: Slow Motion Train Wreck of Greek Bank Contagion Accelerates
By Apr 9, 2010
Economic Research
The 'Mother of All Carry Trades' Fuels the Mother of All Asset Bubbles and Its Eventual Unavoidable Bust
By Nov 1, 2009
Economic Research
Magic Bullets: Reconciling Cyclical, Secular and Structural Scenarios and Challenges with Today’s Markets
By Oct 28, 2009
Economic Research
This Time it's Different: Transmission Channels of the Global Financial Crisis to Emerging Markets
By Oct 8, 2009
Economic Research
Chinese Credit Policy: Is Fine-Tuning Prompting Too Much of a Property Boom?
By Sep 22, 2009
Economic Research
Six Crises, 2009: A Half-Dozen Ways Geopolitics Could Upset Global Recovery
By Jul 31, 2009
Economic Research
Green Shoots or Yellow Weeds? A Trifecta of Risks to the Early Bottoming Out of the Recession and Short-Term Economic Recovery and to the Medium-Term Actual and Potential Growth Prospects of the Global Economy
By May 19, 2009
Economic Research
The Thinkers Who Predicted Early on Many Aspects of This Financial Crisis
By May 1, 2009
Economic Research
Stress Testing the Stress Test Scenarios: Actual Macro Data are Already Worse than the More Adverse Scenario for 2009 in Stress Tests. So the Stress Tests Fail the Basic Criterion of Reality Check Even Before They are Concluded
By Apr 13, 2009
Economic Research
According to Press Reports, the IMF May Allegedly be Increasing its Estimate of Global Bank Losses to $4 Trillion, a Figure Consistent With Estimates by a Variety of Independent Bank Analysts
By Apr 10, 2009
Economic Research
It is Time for a Special Insolvency Regime for Systemically Important Financial Institutions (Non-Bank Financial Firms and Bank Holding Companies)
By Mar 25, 2009
Economic Research
The Rising Risks of a Global L-Shaped Near Depression and Stag-Deflation
By Mar 2, 2009
Economic Research
The Worst Economic and Financial Crisis Since the Great Depression Reveals the Weaknesses of the Laissez Faire Anglo-Saxon Model of Capitalism
By Feb 19, 2009
Economic Research
Is the U.S. a Japan 2? The Return of Japan's "Free Falling" Stag-Deflation and the Risks of a U.S. L-Shaped Depression
By Feb 9, 2009
Economic Research
Is the UK an Iceland 2? No, but There Are Serious Financing Risks Ahead. Also: BBC News TV and Radio Interviews.
By Jan 23, 2009
Economic Research
The Latest Bear Market Sucker's Rally is Losing its Steam as an Onslaught of Awful Macro and Earnings News Takes its Toll
By Jan 14, 2009
Economic Research
Helicopter Ben goes ZIRP, QE and More… While the Global Economy Enters Stag-Deflation
By Dec 17, 2008
Economic Research
The Deadly Dirty D-Words: “Deflation”, “Debt Deflation” and “Defaults.” And How Central Banks Will Have to Resort to "Crazy" Policies as We Have Reached Such Bermuda Triangle of a "Liquidity Trap"
By Nov 21, 2008
Economic Research
The Latest Bear Market Sucker’s Rally Has Gone Bust as We Are Headed Towards Stag-Deflation
By Nov 19, 2008
Economic Research
20 Reasons Why the U.S. Consumer is Capitulating, thus Triggering the Worst U.S. Recession in Decades
By Nov 14, 2008
Economic Research
How to Prevent a Financial Crisis in Hungary That Would Lead to Serious Financial Contagion in Emerging Europe
By Oct 21, 2008
Economic Research
A Review of This Week of Macro and Financial Developments and My Latest Project Syndicate Column
By Oct 17, 2008
Economic Research
The World is at Severe Risk of a Global Systemic Financial Meltdown and a Severe Global Depression
By Oct 9, 2008
Economic Research
How Authorization to Recapitalize Banks via Public Capital Injections ("Partial Nationalization") Was Introduced - Indirectly Thorugh the Back Door - into the TARP Legislation
By Oct 9, 2008
Economic Research
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
By Oct 8, 2008
Economic Research
Financial and Corporate System is in Cardiac Arrest: The Risk of the Mother of All Bank Runs
By Oct 3, 2008
Economic Research
The U.S. and Global Financial Crisis is Becoming Much More Severe in Spite of the Treasury Rescue Plan. The Risk of a Total Systemic Meltdown is Now as High as Ever
By Sep 29, 2008
Economic Research
Is Purchasing $700 billion of Toxic Assets the Best Way to Recapitalize the Financial System? No! It is Rather a Disgrace and Rip-Off Benefitting only the Shareholders and Unsecured Creditors of Banks
By Sep 28, 2008
Economic Research
HOME (Home Owners’ Mortgage Enterprise): A 10 Step Plan to Resolve the Financial Crisis
By Sep 24, 2008
Economic Research
The Unraveling of the Shadow Banking System Moves to Hedge Funds as Schmalpha Replaces Alpha
By Sep 23, 2008
Economic Research
If it Walks, Quacks and Ducks like a Recession Ducks, it is a RECESSION. Now: The Current W-Shaped Double Dip Recession May Have Started in Q4 of 2007 Rather than Q1 of 2008
By Jul 31, 2008
Economic Research
Insolvency of the Fannie and Freddie Predicted Here Two Years Ago. What Happens Next? Or How to Avoid the “Mother of All Bailouts”
By Jul 11, 2008
Economic Research
A Deadly Cocktail Mix: The 1973 and 1979 "Stagflation" Meets the 1990 and 2001 "Asset/Credit Bust" with the Result Being an Ugly U.S. Recession and Sharp Global Slowdown
By Jun 30, 2008
Economic Research
The Delusional Complacency That the "Worst is Behind Us" is Rapidly Melting Away... and the Risk of Another Run Against Systemically Important Broker Dealers
By Jun 27, 2008
Economic Research
Global Recession Watch: A Dozen Significant Economies are at Risk of a Hard Landing
By Jun 25, 2008
Economic Research
Global Stagflation Ahead? The Interplay of Aggregate Demand and Aggregate Supply Shocks
By Jun 10, 2008
Economic Research
The Complacency That the Worst Was Behind Us in Financial Markets is Rapidly Fading Away
By Jun 8, 2008
Economic Research
The Coming Global Economic Slowdown and Rising Inflation: Is Stagflation-Lite in the Cards?
By Apr 29, 2008
Economic Research
Ten Fundamental Issues in Reforming Financial Regulation and Supervision in a World of Financial Innovation and Globalization
By Mar 31, 2008
Economic Research
Can the Fed and Policy Makers Avoid a Systemic Financial Meltdown? Most Likely Not.
By Feb 8, 2008
Economic Research
The Rising Risk of a Systemic Financial Meltdown: The Twelve Steps to Disaster
By Feb 5, 2008
Economic Research
Asia is Learning the Wrong Lessons From its 1997-1998 Financial Crisis: The Rising Risks of a New and Different Type of Financial Crisis in Asia
By May 31, 2007
Economic Research
The Unsustainability of the U.S. Twin Deficits: Risks and Vulnerabilities in the Global Economy
By Apr 1, 2006
EconoMonitors
Finance & Markets Channel
'What Scares Me Isn’t $2 Billion Loss JP Morgan Made, What Scares Me Is the Record $19 Billion in Profits'
May 16, 2012
Dan Alpert's Two Cents
On Taking Stock with Pimm Fox Looking Under the Hood of J.P. Morgan in its Week of Embarrassment
May 13, 2012
Don't Shoot the Messenger
It's Time to Stop Using Chewing Gum and Chicken Wire in Spain
May 13, 2012
Finance & Markets Channel
JP Morgan Debacle Reveals Fatal Flaw In Federal Reserve Thinking
May 11, 2012
Nouriel Roubini's Global EconoMonitor
CNBC Roubini Video from SALT Conference: Global Economy Faces a 'Perfect Storm' in 2013:
May 9, 2012
United States Channel
A Question of Timing: What America Can Learn from the Revolt in Europe
May 7, 2012
Finance & Markets Channel
Frontline Takes Issue With Naked Capitalism's Critique of Its 'Money, Power & Wall Street' Shows
May 7, 2012
United States Channel
The Answer Isn’t Socialism; It’s Capitalism that Better Spreads the Benefits of the Productivity Revolution
May 7, 2012
Finance & Markets Channel
Economists, Liquidity Mongers and the Banker Assault on Financial Reform
May 6, 2012
Nouriel Roubini's Global EconoMonitor
Michael Milken Faces Off With Nouriel Roubini: What Could Possibly Go Wrong?
May 3, 2012
RGE Analysts
Bloomberg Video with RGE's Megan Greene: Spain is Insolvent, Bailout to Come
May 2, 2012
Great Leap Forward
Martin Wolf's Liquidity Traps and Free Lunches Through Fiscal Expansion
May 1, 2012
United States Channel
Rosenberg Takes on the Student Loan Bubble, and the 1937-38 Collape; Summarizes the Big Picture
May 1, 2012
Europe Channel
The Dutch Left’s Embrace of the Austerity Suicide Pact: It’s Necessary for the Children!
Apr 30, 2012
Europe Channel
Steve Keen: The Maastricht Treaty Is a Suicide Pact for European Leaders
Apr 25, 2012
Global Macro Channel
A Call for Greater Coordination Between Monetary and Fiscal Policy
Apr 19, 2012
Great Leap Forward
21st Annual Hyman P. Minsky Conference: Debt, Deficits, and Financial Instability
Apr 13, 2012
Great Leap Forward
Developing the 'Financial Instability Hypothesis': More on Hyman Minsky's Approach
Apr 11, 2012
Global Macro Channel
Seven Billion Reasons to Worry: The Financial Impact of Living Longer
Apr 11, 2012
Nouriel Roubini's Global EconoMonitor
Jim O'Neil and Nouriel Roubini on Global Economic Recovery
Apr 10, 2012
Finance & Markets Channel
The Silver Anniversary of the “Keating Five” Meeting – Citizens United’s Precursor
Apr 10, 2012
Emerging Markets Channel
Going Broke? Why Pension Reforms Are Needed in Emerging Economies
Apr 9, 2012
RGE Analysts
RGE's Christian Menegatti and Arnab Das Discuss China Slowdown, Oil Prices, and Potential Fed Action
Apr 3, 2012
RGE Analysts
RGE's Christian Menegatti and Megan Greene Chat about the EZ - Fewer Headlines, Just as Many Problems
Mar 29, 2012
Finance & Markets Channel
'The Only Winning Move Is Not to Play'—the Insanity of the Regulatory Race to the Bottom
Mar 26, 2012
Dan Alpert's Two Cents
Consumer Credit Growing at Highest Rate in Past Decade: Unhealthy and Unsustainable?
Mar 22, 2012
Europe Channel
Europe's 'Success Story' Double Dips: Irish Economy Re-Contracts, As Predicted
Mar 22, 2012
RGE Analysts
RGE's Arnab Das CNBC Video and Report: Europe Deleveraging to Cause Recession?
Mar 21, 2012
Europe Channel
Replacing Recession and Austerity with Growth and Solidarity Across Euroland
Mar 20, 2012
Peterson Institute for International Economics
Is the Risk Free Status of Euro Area Sovereign Debt in Tatters?
Mar 16, 2012
Asia Channel
All Feasts Must Come to an End: China's Debt and Investment Fueled Growth - Part 2
Mar 14, 2012
Peterson Institute for International Economics
Why President Obama Can Stop Worrying About Europe
Mar 13, 2012
Nouriel Roubini's Global EconoMonitor
Roubini Bremmer FP Interview: $200 Oil and the Moscow-Beijing Alliance
Mar 13, 2012
Asia Channel
All Feasts Must Come to an End: China’s Debt & Investment Fuelled Growth, Part 1
Mar 13, 2012
Peterson Institute for International Economics
Chinese Household Wealth and the Housing Market
Mar 12, 2012
Nouriel Roubini's Global EconoMonitor
CNBC Video and Report - Portugal to Fall, Greece to Leave Euro Zone: Roubini
Mar 12, 2012
Don't Shoot the Messenger
Portugal Gradually Shuffles Its Way Towards the Front of the Debt Queue
Mar 11, 2012
RGE Analysts
Senegal’s Elections: 'Hare' Trigger for Wider Political Turbulence in West Africa?
Mar 1, 2012
Finance & Markets Channel
Cathy O’Neil: Economists Don’t Understand the Financial System (Quelle Surprise!)
Mar 1, 2012
Peterson Institute for International Economics
Brinkmanship in Brussels, Sturm and Drachma for Greece and Europe
Feb 27, 2012
Europe Channel
Europe Has Chosen a Harsh Future. All the Paths for Greece Lead into Darkness.
Feb 24, 2012
United States Channel
Quelle Surprise! Taxpayers Will Be Paying for Part of Mortgage Settlement
Feb 17, 2012
Great Leap Forward
LET’S MAKE A DEAL: The Bail-Out of Wall Street in Unusual and Exigent Circumstances
Feb 16, 2012
RGE Analysts
RGE's Christian Menegatti CNBC Video - Bailout Won't Save Greece's Solvency
Feb 14, 2012
Global Macro Channel
Debating Hester’s Bonus and Mr. Fred’s Knighthood Is Futile: Focus on Volcker’s Rule and Break Up the Banks
Feb 14, 2012
Europe Channel
Handelsblatt Warns Insufficient PSI Participation Will Lead to Greek Default
Feb 14, 2012
Peterson Institute for International Economics
Europe’s Fiscal Union Still Lacks a Blueprint
Feb 13, 2012
Europe Channel
Greece Responds to Troika Deal with Immediate Two Day Strike, Threatens with "Social Uprising"
Feb 9, 2012
Nouriel Roubini's Global EconoMonitor
Nouriel Roubini and Patrick Chovanec EconoMonitor Video - China: How Much Stress Can the System Take?
Feb 8, 2012
Peterson Institute for International Economics
How Euro Brinkmanship Is Beginning to Succeed
Feb 5, 2012
Great Leap Forward
$30 TRILLION TO PROMOTE CRONY CAPITALISM: The Fed's Bail-Out of Wall Street
Feb 2, 2012
Global Macro Channel
It’s the Years, Not the Mileage: IMF Analysis of Pension Reforms in Advanced Economies
Feb 1, 2012
Daily Digest
Analysis
Africa Human Development Report 2012: Towards a Food Secure Future
United Nations Development Programme May 15, 2012
Blogs
Hungary’s Central Bank to Expand Range of Currencies It Invests In
Wall Street Journal May 15, 2012
News
Flash estimate for the first quarter of 2012 Euro area and EU27 GDP stable
Eurostat May 15, 2012
Blogs
The Week Ahead: Egyptians Abroad Vote, Gulf Countries Strenghten Ties, and Syria Announces Election Results
Council on Foreign Relations May 14, 2012
Analysis
France: Resilient economic growth so far, slow recovery ahead
European Commission May 11, 2012
Analysis
Central European Daily: Contagion from EMU brings regional sell-off; Czech leading indicator at crossroads
KBC Bank May 14, 2012
Analysis
Exposure to Real Estate of U/KBs & TBs Continues to Rise in 2011
Bangko Sentral ng Pilipinas March 23, 2012
Analysis
Bank Lending Standards Slightly Tighter for Firms, Unchanged for Households in Q1 2012
Bangko Sentral ng Pilipinas May 4, 2012
Analysis
Philippine Banks Remain Healthy As CARs Persist Above 10 Percent
Bangko Sentral ng Pilipinas April 27, 2012
Analysis
Substitution and Income Effects of a Rise in the Exchange Rate on Consumption and Investment
The Bank of Korea May 11, 2012
Analysis
Germany: Domestic demand to drive growth over the forecast horizon
European Commission May 11, 2012
News
Philippines Exports Fall Unexpectedly; Won't Derail 1Q GDP Growth
The Wall Street Journal May 10, 2012
Systemic Risk, Vulnerabilities and Asset Bubbles Topic Pages:
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