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Systemic Risk, Vulnerabilities and Asset Bubbles

Featured Content

Asset Price Boom and Bust

Financial Stability Board Issues Warning Against Excessive Risk Taking

Systemic Effects of Exit Strategies

UK Ends Quantitative Easing

Proposals for a Paradigm Shift

The Risk-Taking Channel of Monetary Policy: Do Low Interest Rates Fuel Low-Quality Lending?

Macro-Prudential Regulation against Systemic Risk

Systemic Risk Supervision around the World: Applied Macro-Prudential Regulation

Liquidity Traps

Time for a Paradigm Shift to Include Credit: Do We Need a Higher Inflation Target?

Parallels to the Great Depression

1929 vs. 2009: Parallels And Differences From The Great Depression

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

International Coordination and Systemic Stability

G20 Finance Ministers: Is the Agenda too Broad?

G20 Finance Ministers' Meeting: Pledges to Strengthen Capital Base, Address Bankers' Pay Structure

IMF Global Banking System Assessment: US$1.1 Trillion Losses Recognized, US$1.6 Trillion To Go

Asia/Pacific

China: Fiscal Stimulus

How Much Should We Worry About Overcapacity in China?

Is Chinese Fiscal Stimulus Already Fading?

China : North East Asia : Asia/Pacific : Macro View : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles :

China: Banking Sector

How Solid Are Chinese Banks?

Will China Use Quantitative Tools to Slow Bank Lending?

China : North East Asia : Asia/Pacific : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :

The 1997-1998 Asian Financial Crisis

Can China Learn from the Experiences of Japan and Other Asian Countries?

Investment Recovery and Capital Inflows in Emerging Asia ex-Chindia?

Asia/Pacific : Macro View : Markets : Currencies : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

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 :

Europe

Systemic Effects of Exit Strategies

UK Ends Quantitative Easing

Quantifying the Effect of Exit Strategies on Banks in the Advanced Economies

Eurozone : Switzerland : United Kingdom : Advanced Economies : Europe : Finance and Banking : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Turkey: Economic Risks and Strengths

Anchor on the Way? Will Turkey Reach a Deal with the IMF?

Moody's Upgrades Turkey's Sovereign Rating: On the Way to Investment Grade?

Turkey : Europe : Macro View : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :

IMF's Expanded Role in Central and Eastern Europe

Politics Endangers IMF Programs in Several Countries

IMF's Expansive Role in Emerging Europe: A New, More Lenient Organization?

Baltics : Central Europe : Croatia : Czech Republic : Hungary : Latvia : Poland : Romania : Serbia : South East Europe : Europe : Macro View : Current Financial Crisis : IMF and International Economic Institutions : International Financial Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :

The European Financial Stability Framework

European-Wide Micro- and Macro-Prudential Regulation: Leaders Give Backing

Brussels Intent on Regulating Hedge Funds: Will New Pay Rules Apply to Alternative Investment Managers As Well?

Europe : Finance and Banking : Macro View : Banks and Risk Management : Financial Systems and Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :

Advanced Economies: Financial Sector Taxes

Responsibility Fee, Tobin Tax, or Bonus Tax? Bankers Support Systemic Risk Levy

Eurozone : Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles :

EU Stress Tests

How Healthy Are Spanish Banks?

ECB December Financial Stability Review: Increase in Expected Writedowns

Eurozone : Spain : Europe : Finance and Banking : Macro View : Banks and Risk Management : Systemic Risk, Vulnerabilities and Asset Bubbles :

United Kingdom: Banking Sector, Risk Management and Financial Regulation

What are the Risks to the UK’s Banking Sector?

UK Credit Conditions: Crunch Time?

United Kingdom : Europe : Finance and Banking : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Ukraine and the IMF

How Flexible Will the IMF Be With the Ukraine?

Is Ukraine on the Brink of Default?

Central Asia : Russia and CIS : Ukraine : Europe : Geostrategic and Long Term Issues : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Central and Eastern Europe: Economic Outlook

Recovery in Eastern Europe: When Will It Come? What Could Drive It?

Eastern Europe: Stabilization, but Vulnerabilities Remain

Baltics : Bulgaria : Central Europe : Croatia : Czech Republic : Eurozone : Hungary : Latvia : Lithuania : Poland : Romania : Serbia : Slovakia : Slovenia : South East Europe : Europe : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles :

Impact of Global Crisis on EU Newcomers

Lessons from the Crisis in Eastern Europe

Comparing CEE of Today to 1990s Asia

Baltics : Central Europe : South East Europe : Europe : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

The IMF Rescues the CIS

Politics Endangers IMF Programs in Several Countries

How Flexible Will the IMF Be With the Ukraine?

Central Asia : Kazakhstan : Russia : Russia and CIS : Ukraine : Europe : Macro View : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles :

Liquidity Traps

Time for a Paradigm Shift to Include Credit: Do We Need a Higher Inflation Target?

Is There Too Much or Too Little Liquidity? A Contrarian View

Eurozone : United Kingdom : Advanced Economies : Europe : Latin America : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Migration into EU Down Amid Economic Crisis

Europe : Macro View : Current Financial Crisis : Labor Markets and Productivity : Systemic Risk, Vulnerabilities and Asset Bubbles :

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 :

Spain's Economic Rescue Fund

Spain's Housing Bust Breaking Records: 47.6% Fall in Sales in 12 Months

Spain's Stock Market: How Long Will the Bear Market Last ?

Spain : Europe : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Latin America

Liquidity Traps

Time for a Paradigm Shift to Include Credit: Do We Need a Higher Inflation Target?

Is There Too Much or Too Little Liquidity? A Contrarian View

Eurozone : United Kingdom : Advanced Economies : Europe : Latin America : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Mexico's Fiscal Stimulus Package

Mexico's Fiscal Accounts Outlook

Mexican Remittances and the Flow of Immigrants

Mexico : Latin America : Macro View : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles :

Peru's Fiscal Stimulus Program

What is Peru's Monetary Policy Outlook for 2010?

Andean : Peru : Latin America : Macro View : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles :

Middle East and Africa

Middle East: Economic Profile

Declining Confidence in MENA: What Can be Done to Help?

MENA M&As: On the Rise as Banks Face Tougher Times?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Lebanon, Syria and Jordan : Saudi Arabia : United Arab Emirates : Middle East and Africa : Finance and Banking : Macro View : Banks and Risk Management : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

African Growth Slows Amid Global Slowdown

Will Other African Countries Follow Angola into the Debt Markets?

Strong 2010 Growth for Oil-Rich Angola?

South Africa : Sub-Saharan Africa : Middle East and Africa : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles :

North America

Post-Crisis Regulatory Reforms in the U.S.

Tackling Too-Big-To-Fail: Overview of Proposals

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

United States : North America : Finance and Banking : Current Financial Crisis : Financial Systems and Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :

Advanced Economies: Financial Sector Taxes

Responsibility Fee, Tobin Tax, or Bonus Tax? Bankers Support Systemic Risk Levy

Eurozone : Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macro View : Systemic Risk, Vulnerabilities and Asset Bubbles :

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 :

The Troubled Asset Relief Program (TARP)

Large Banks Repay TARP Capital: What Has TARP Achieved?

United States : North America : Finance and Banking : Macro View : Banks and Risk Management : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Liquidity Traps

Time for a Paradigm Shift to Include Credit: Do We Need a Higher Inflation Target?

Is There Too Much or Too Little Liquidity? A Contrarian View

Eurozone : United Kingdom : Advanced Economies : Europe : Latin America : North America : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Canada: Banking Sector

Canadian Banks Make Record Profits in Q4 2009: Is the Worst Over?

Are Canadian Banks A Model?

Canada : North America : Finance and Banking : Macro View : Current Financial Crisis : Real Estate and Mortgage Finance : Real Estate Sector : Systemic Risk, Vulnerabilities and Asset Bubbles :

Parallels to the Great Depression

1929 vs. 2009: Parallels And Differences From The Great Depression

North America : Macro View : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Collateralized Debt Obligations (CDOs) and Structured Products

Unwinding of Structured Products: Together they Stand and Fall?

Error-Prone Constant Proportion Debt Obligations (CPDOs) Ratings: Second Computer-Glitch At Moody's

United States : North America : Finance and Banking : Macro View : Securitization and Structured Finance : Systemic Risk, Vulnerabilities and Asset Bubbles :

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 :

U.S. International Investment

United States : North America : Current Account : Current Financial Crisis : External Balance : Systemic Risk, Vulnerabilities and Asset Bubbles :

U.S. Commercial Real Estate

U.S. Commercial Real Estate: Following Housing With a Lag

U.S. Commercial Real Estate: Credit Crunch Compounding the Problem?

United States : North America : Finance and Banking : Macro View : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Systemic Risk, Vulnerabilities and Asset Bubbles :

Systemic Risk, Vulnerabilities and Asset Bubbles Topic Pages: Current Financial Crisis | Past Financial Crisis

RGE Analysis

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

By Adam Wolfe and Rachel Ziemba Jan 25, 2010

The New Bubble in the Barbarous Relic that Is Gold

By Nouriel Roubini Dec 11, 2009

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

Mikka Pineda Nov 16, 2009

The ‘Mother of All Carry Trades’ Fuels the Mother of All Asset Bubbles and Its Eventual Unavoidable Bust

By Nouriel Roubini Nov 01, 2009

Magic Bullets: Reconciling Cyclical, Secular and Structural Scenarios and Challenges with Today’s Markets

By Arnab Das and Salman Ahmed Oct 28, 2009

This Time it's Different: Transmission Channels of the Global Financial Crisis to Emerging Markets

Nouriel Roubini and Ayah El Said Oct 08, 2009

Global Imbalances Outlook, Q4 2009

Rachel Ziemba Oct 07, 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

Comparing Three Crises

Mikka Pineda Sep 09, 2009

Six Crises, 2009: A Half-Dozen Ways Geopolitics Could Upset Global Recovery

Michael Moran Jul 31, 2009

Global Imbalances Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

Is Eastern Europe on the Brink of an Asia-Style Crisis?

Mary Stokes Jun 10, 2009

Green Shoots or Yellow Weeds? A Trifecta of Risks to the Early Bottomg Out of the Recession and Short-Term Economic Recovery and to the Medium-Term Actual and Potential Growth Prospects of the Global Economy

Nouriel Roubini May 19, 2009

Green Shoots or Yellow Weeds?

RGE Analyst Team May 13, 2009

The Impact of the Chrysler Bankruptcy

RGE Analyst Team May 12, 2009

What the Stress Tests Didn't Tell Us

Christian Menegatti May 08, 2009

The Thinkers Who Predicted Early on Many Aspects of This Financial Crisis

Nouriel Roubini May 01, 2009

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

Nouriel Roubini Apr 13, 2009

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

Nouriel Roubini Apr 10, 2009

It is Time for a Special Insolvency Regime for Systemically Important Financial Institutions (Non-Bank Financial Firms and Bank Holding Companies)

Nouriel Roubini Mar 25, 2009

How Severely Will Asia be Affected by the Global Recession?

Arpitha Bykere, Rachel Ziemba and Mikka Pineda Mar 08, 2009

The Rising Risks of a Global L-Shaped Near Depression and Stag-Deflation

Nouriel Roubini Mar 02, 2009

The Worst Economic and Financial Crisis Since the Great Depression Reveals the Weaknesses of the Laissez Faire Anglo-Saxon Model of Capitalism

Nouriel Roubini Feb 19, 2009

Meeting the U.S. Financing Needs

Arpitha Bykere, Rachel Ziemba and Mikka Pineda Feb 18, 2009

Will China be the First to Recover?

Rachel Ziemba Feb 17, 2009

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

Nouriel Roubini Feb 09, 2009

Vulnerabilities in the Emerging World

RGE Analyst Team Feb 04, 2009

The Specter of Technical Insolvency

Nouriel Roubini and Elisa Parisi-Capone Jan 31, 2009

Is the UK an Iceland 2? No, but There Are Serious Financing Risks Ahead. Also: BBC News TV and Radio Interviews.

Nouriel Roubini Jan 23, 2009

The Latest Bear Market Sucker's Rally is Losing its Steam as an Onslaught of Awful Macro and Earnings News Takes its Toll

Nouriel Roubini Jan 14, 2009

Helicopter Ben goes ZIRP, QE and More… While the Global Economy Enters Stag-Deflation

Nouriel Roubini Dec 17, 2008

Focus on the U.S. Economy

Arpitha Bykere, Elisa Parisi-Capone and Rachel Ziemba Nov 28, 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

The Latest Bear Market Sucker’s Rally Has Gone Bust as We Are Headed Towards Stag-Deflation

Nouriel Roubini Nov 19, 2008

Looking for the Bottom

Christian Menegatti Nov 16, 2008

20 Reasons Why the U.S. Consumer is Capitulating, thus Triggering the Worst U.S. Recession in Decades

Nouriel Roubini Nov 14, 2008

The Economic Mess and Financial Disaster that Obama Will Inherit

Nov 06, 2008

What's the Matter With Hungary?

Mary Stokes Oct 27, 2008

How to Prevent a Financial Crisis in Hungary That Would Lead to Serious Financial Contagion in Emerging Europe

Nouriel Roubini Oct 21, 2008

A Review of This Week of Macro and Financial Developments and My Latest Project Syndicate Column

Nouriel Roubini Oct 17, 2008

Is the Worst Behind Us?

Christian Menegatti Oct 16, 2008

How Authorization to Recapitalize Banks via Public Capital Injections ("Partial Nationalization") Was Introduced - Indirectly Thorugh the Back Door - into the TARP Legislation

Nouriel Roubini Oct 09, 2008

The World is at Severe Risk of a Global Systemic Financial Meltdown and a Severe Global Depression

Nouriel Roubini Oct 09, 2008

Financial Crisis Going Global

Arpitha Bykere, Christian Menegatti, Elisa Parisi-Capone, Italo Lombardi, Mary Stokes, Mikka Pineda, Rachel Ziemba and Solomon Zirkiyev Oct 08, 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

Russia's Bailout Package Just Keeps Getting Bigger

Rachel Ziemba and Kavitha Cherian Oct 08, 2008

Financial and Corporate System is in Cardiac Arrest: The Risk of the Mother of All Bank Runs

Nouriel Roubini Oct 03, 2008

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

Nouriel Roubini Sep 29, 2008

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

Nouriel Roubini Sep 28, 2008

Fallout of the Global Financial Turmoil in the Middle East

Ayah el Said and Rachel Ziemba Sep 28, 2008

HOME (Home Owners’ Mortgage Enterprise): A 10 Step Plan to Resolve the Financial Crisis

Nouriel Roubini Sep 24, 2008

The Unraveling of the Shadow Banking System Moves to Hedge Funds as Schmalpha Replaces Alpha

Nouriel Roubini Sep 23, 2008

Russia: In Crisis Mode

Rachel Ziemba and Kavitha Cherian Sep 18, 2008

The Worst Financial Crisis Since the Great Depression

Nouriel Roubini Sep 17, 2008

Why Japan's Downturn May Not Be So Mild After All

Mary Stokes Sep 02, 2008

South and Southeast Asia in the Midst of a Global Recession

Arpitha Bykere Aug 25, 2008

The Perfect Storm of a Global Recession

Nouriel Roubini Aug 11, 2008

Conflcit in Georgia: Economic and Fiscal Fallout

Rachel Ziemba and Kavitha Cherian Aug 11, 2008

Navigating Towards a Global Recession?

RGE Analyst Team Aug 07, 2008

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

Nouriel Roubini Jul 31, 2008

So, Is This A U.S. Recession?

Christian Menegatti and Mikka Pineda Jul 30, 2008

Insolvency of the Fannie and Freddie Predicted Here Two Years Ago. What Happens Next? Or How to Avoid the “Mother of All Bailouts”

Nouriel Roubini Jul 11, 2008

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

Nouriel Roubini Jun 30, 2008

The Delusional Complacency That the "Worst is Behind Us" is Rapidly Melting Away... and the Risk of Another Run Against Systemically Important Broker Dealers

Nouriel Roubini Jun 27, 2008

Global Recession Watch

Christian Menegatti Jun 26, 2008

Global Recession Watch: A Dozen Significant Economies are at Risk of a Hard Landing

Nouriel Roubini Jun 25, 2008

Global Stagflation Ahead? The Interplay of Aggregate Demand and Aggregate Supply Shocks

Nouriel Roubini Jun 10, 2008

The Complacency That the Worst Was Behind Us in Financial Markets is Rapidly Fading Away

Nouriel Roubini Jun 08, 2008

Deepening Recession, Tumbling Equity Markets and Sky-High Oil Prices

Nouriel Roubini Jun 08, 2008

Effects of the U.S. Recession on Asian Growth

Nouriel Roubini May 08, 2008

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

Nouriel Roubini Apr 29, 2008

Editor's Pick: "A Black Swan in the Money Market"

Elisa Parisi-Capone Apr 11, 2008

Ten Fundamental Issues in Reforming Financial Regulation and Supervision in a World of Financial Innovation and Globalization

Nouriel Roubini Mar 31, 2008

Editor's Pick: Lessons from Prior Banking Crises

Elisa Parisi-Capone Mar 28, 2008

Meltdown, Anyone?

Christian Menegatti Mar 11, 2008

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

Nouriel Roubini Feb 08, 2008

The Rising Risk of a Systemic Financial Meltdown: The Twelve Steps to Disaster

Nouriel Roubini Feb 05, 2008

A Fiscal Solution to Cope with the U.S. Slowdown?

Arpitha Bykere Jan 01, 2008

Market Review: 2007, Year of...

Mikka Pineda Dec 21, 2007

South Korea on the Cusp of its Own Credit Crunch?

Mikka Pineda Dec 11, 2007

World Map of the U.S. Subprime Fallout

Mikka Pineda Aug 01, 2007

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

Elisa Parisi-Capone Jul 20, 2007

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

Nouriel Roubini May 31, 2007

Vulnerabilities in Central and Southern Europe

Nouriel Roubini and Christian Menegatti Jun 06, 2006

What is the Risk of a Currency and Financial Crisis in Hungary?

Nouriel Roubini and Christian Menegatti Jun 01, 2006

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

Nouriel Roubini Jun 01, 2006

The Unsustainability of the U.S. Twin Deficits: Risks and Vulnerabilities in the Global Economy

Nouriel Roubini Apr 01, 2006

EconoMonitors

Finance & Markets Monitor

Goldman Sachs vs AIG

Barry Ritholtz Feb 8, 2010

US EconoMonitor

Who's Killing Financial Reform

Robert Reich Feb 8, 2010

Europe EconoMonitor

The Option of Last Resort: A Two-Currency EMU

Michael G. Arghyrou and John Tsoukalas Feb 7, 2010

Nouriel Roubini's EconoMonitor

Roubini Bloomberg Interview on Sovereign Debt and U.S. Outlook

Nouriel Roubini Feb 6, 2010

Finance & Markets Monitor

Another View: Looking Beyond the Volcker Rule

Daniel Alpert Feb 5, 2010

Finance & Markets Monitor

Debunking Some AIG/FED/CDO Theories

Yves Smith Feb 5, 2010

Finance & Markets Monitor

Causation Analysis: What “But Fors” Caused the Crisis ?

Barry Ritholtz Feb 5, 2010

Nouriel Roubini's EconoMonitor

Sovereign Risk Meets Sovereign Reality

Ian Bremmer and Nouriel Roubini Feb 5, 2010

Emerging Markets Monitor

Chanos: “We’re Not Calling for an Impending Crash of China”

Edward Harrison Feb 4, 2010

Emerging Markets Monitor

Redemption or Abstinence? Original Sin, Currency Mismatches and Counter-Cyclical Policies in the New Millennium

Ricardo Hausmann and Ugo Panizza Feb 4, 2010

Emerging Markets Monitor

Never Short a Country with $2Trillion in Reserves?

Michael Pettis Feb 3, 2010

Global Macro EconoMonitor

Impulse and Propagation Mechanisms and Regulatory Reform

Joseph Mason Feb 3, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Obama’s Recent Regulatory and Fiscal Proposals

Elisa Parisi-Capone, Parul Walia, and Arpitha Bykere Feb 3, 2010

Emerging Markets Monitor

Stiglitz’s New Book and the Developing Countries

Otaviano Canuto Feb 2, 2010

Nouriel Roubini's EconoMonitor

Medicine for Europe’s Sinking South

Nouriel Roubini and Arnab Das Feb 2, 2010

Latin America Economonitor

A New Latin American Boom Seems to be Starting but it will be Plagued with Risks

Eduardo Lora Feb 2, 2010

US EconoMonitor

Budget Sense and Nonsense

James Kwak Feb 2, 2010

Europe EconoMonitor

Greek Bailout News (1)

Edward Hugh Feb 2, 2010

Global Macro EconoMonitor

Achieving Long-Term Fiscal Discipline: A Lesson from Chile

Jeffrey Frankel Feb 1, 2010

Finance & Markets Monitor

Populism

Simon Johnson Jan 31, 2010

Finance & Markets Monitor

Volcker Rule Chatter

Barry Ritholtz Jan 31, 2010

Europe EconoMonitor

After Greece, and Portugal, Does Spain Come Next?

Edward Hugh Jan 31, 2010

Peterson Institute for International Economics Monitor

The Financial System: Heading for More Trouble

Steve Weisman and Simon Johnson Jan 28, 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

Nouriel Roubini's EconoMonitor

Roubini CNN Money, Forbes.com, CNBC, and Bloomberg Interviews at Davos

Nouriel Roubini Jan 27, 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

Emerging Markets Monitor

The Myth of China's Blithe Consensus

Michael Pettis Jan 26, 2010

US EconoMonitor

The Good, the Bad and the Irrelevant

Models & Agents Jan 26, 2010

Europe EconoMonitor

Bond Markets Soaking up Greece

Rebecca Wilder Jan 25, 2010

Finance & Markets Monitor

Bailouts: Catching a Falling Knife

Edward Harrison Jan 25, 2010

Global Macro EconoMonitor

Botox Cures – Part 1

Satyajit Das Jan 25, 2010

Finance & Markets Monitor

Is the “Volcker Rule” More than a Marketing Slogan?

Simon Johnson Jan 24, 2010

Europe EconoMonitor

After the Crisis, Much Still at Stake for Eurozone

Marek Belka Jan 22, 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

Finance & Markets Monitor

Clearly this is Their First Rodeo

Mark Thoma Jan 22, 2010

Finance & Markets Monitor

Secretary Geithner Needs to Get with the Program

Simon Johnson Jan 22, 2010

Finance & Markets Monitor

Please, Listen to the Man

Daniel Alpert Jan 21, 2010

Finance & Markets Monitor

Why Obama is Now (finally) Getting Tough on Wall Street

Robert Reich Jan 21, 2010

Finance & Markets Monitor

Obama to Propose Rules to Restrict Proprietary Trading

Yves Smith Jan 21, 2010

Finance & Markets Monitor

Obama Proposes Volcker-Style Financial Reform

Mark Thoma Jan 21, 2010

Europe EconoMonitor

Spain Gets Frobbed-Off by the EU Commission

Edward Hugh Jan 20, 2010

US EconoMonitor

Grading Obama’s Economic Policy after One Year

Edward Harrison Jan 20, 2010

Global Macro EconoMonitor

EMH Funeral Oration

Satyajit Das Jan 20, 2010

US EconoMonitor

Who Bears the Costs of Post-Crisis Recovery ?

Barry Ritholtz Jan 20, 2010

Finance & Markets Monitor

Taxing Bailed-Out Financial Institutions

Mark Thoma Jan 20, 2010

Finance & Markets Monitor

Breaking the Banks

Rick Bookstaber Jan 20, 2010

Europe EconoMonitor

Bringing Stability to the Stability and Growth Pact

Models & Agents Jan 19, 2010

US EconoMonitor

The Outlook for 2010: A Critique of Modern Monetary Policy

Joseph Mason Jan 19, 2010

Finance & Markets Monitor

Why Banks Should Clean up their House and How they Can Take Advantage of the Opportunity of Modern Times

Carlo Resta Jan 18, 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

Finance & Markets Monitor

Does Conventional Wisdom Miss the Boat on Banker Bonuses?

Rene Stulz 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

US EconoMonitor

Why Obama Must Take On Wall Street

Robert Reich Jan 13, 2010

US EconoMonitor

Will We Get ''Sensible, Comprehensive Financial Reform"?

Mark Thoma Jan 13, 2010

RGE Analysts' EconoMonitor

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

Arpitha Bykere Jan 13, 2010

Latin America Economonitor

Outlook for Mexico in 2010

Alejandro Schtulmann Jan 12, 2010

Finance & Markets Monitor

The Outlook for 2010: Bank Failures and Bank Losses Ahead

Joseph Mason Jan 12, 2010

Emerging Markets Monitor

Everyone Wants to Talk about Currencies

Michael Pettis Jan 11, 2010

US EconoMonitor

The Most Stunning (and Uncommented on) Revelation in Too Big Too Fail

Yves Smith Jan 11, 2010

US EconoMonitor

The Case for a Supertax on Big Bank Bonuses

Simon Johnson Jan 11, 2010

US EconoMonitor

More Employment Charts

Barry Ritholtz Jan 11, 2010

US EconoMonitor

The Bad Job Numbers and the Secret Second Stimulus

Robert Reich Jan 11, 2010

US EconoMonitor

The Letter and the Spirit of Monetary Policy

Models & Agents Jan 11, 2010

Asia EconoMonitor

The Chinese Bubble Economy

Edward Harrison Jan 11, 2010

Finance & Markets Monitor

Error vs. Fraud

Alex Pollock Jan 8, 2010

Finance & Markets Monitor

An Entente Cordiale for the Big Banks?

Roy C. Smith and Ingo Walter Jan 8, 2010

RGE Analysts' EconoMonitor

Dodd Unbound

Michael Moran Jan 6, 2010

US EconoMonitor

A Look at Our Government’s Debt – Rising Because We Like to Spend

Fabius Maximus Jan 6, 2010

US EconoMonitor

Bernanke Grades the Fed

James Hamilton Jan 6, 2010

Global Macro EconoMonitor

The Price Tag for Damage Control

James Picerno Jan 6, 2010

US EconoMonitor

Chart du Jour: No Signs of Imminent Rate Hike

Prieur du Plessis Jan 6, 2010

US EconoMonitor

Stopping Counter-Productive Mortgage Mods and Foreclosure Abatements

Barry Ritholtz Jan 5, 2010

Europe EconoMonitor

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

Edward Hugh Jan 5, 2010

US EconoMonitor

Pension Disaster Makes States and Cities into Financial Basket Cases

Edward Harrison 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

Global Macro EconoMonitor

Asia Tells the West to Get Off its High Horse

Edward Harrison Jan 4, 2010

Global Macro EconoMonitor

Why Economists Failed to Anticipate the Financial Crisis

Edward Harrison Jan 3, 2010

Finance & Markets Monitor

More Pain Yet to Rain on Spain?

Jennifer Kapila Dec 30, 2009

Peterson Institute for International Economics Monitor

A Jobless Recovery?

Steve Weisman and Michael Mussa Dec 29, 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

Hungary's Economic Correction Still Fails to Convince

Edward Hugh Dec 29, 2009

US EconoMonitor

Why Christmas Eve?

Tim Duy Dec 29, 2009

US EconoMonitor

Government Economic Stimulus is Financial Heroin

Fabius Maximus Dec 28, 2009

US EconoMonitor

2009: The Year Wall Street Bounced Back and Main Street Got Shafted

Robert Reich Dec 28, 2009

Finance & Markets Monitor

Interview with Satyajit Das on Derivatives and the Financial Crisis

Satyajit Das Dec 23, 2009

US EconoMonitor

Gravity will Drag the $U.S.

Rebecca Wilder Dec 23, 2009

Emerging Markets Monitor

More Evidence of Froth in China's Housing Market

Yves Smith 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

US EconoMonitor

Moving Away from Stimulus Happy Talk to Focus on Malinvestment

Edward Harrison Dec 21, 2009

US EconoMonitor

How Bad Biology Killed the Economy

Mark Thoma 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

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

Finance & Markets Monitor

Wake Up, Gentlemen

Simon Johnson Dec 15, 2009

Europe EconoMonitor

Bank Collapse in Austria Brings Debt in Eastern Europe Center Stage

Edward Harrison Dec 15, 2009

Asia EconoMonitor

Is Urban Migration the Solution to China’s Problems?

Michael Pettis Dec 15, 2009

Europe EconoMonitor

Italy vs. Greece: The Public Debt Race

Paolo Manasse Dec 15, 2009

Emerging Markets Monitor

How Do the Baltic Countries Cope?

Karsten Staehr Dec 15, 2009

Europe EconoMonitor

Greece Should Seek a Precautionary Standby...Now!

Models & Agents Dec 14, 2009

Global Macro EconoMonitor

Drug Money Saved Banks in Global Crisis?

Yves Smith Dec 13, 2009

Europe EconoMonitor

Greece Risks Financial Armageddon While Ireland Makes Cuts

Edward Harrison Dec 13, 2009

Finance & Markets Monitor

FDIC Bank Failures

Barry Ritholtz Dec 13, 2009

US EconoMonitor

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

Mark Thoma Dec 13, 2009

US EconoMonitor

Matt Taibbi: Obama’s Big Sellout

Edward Harrison Dec 11, 2009

Finance & Markets Monitor

Too Important to Fail?

Jose Vinals Dec 9, 2009

Global Macro EconoMonitor

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

Edward Harrison Dec 9, 2009

Peterson Institute for International Economics Monitor

The Dollar and the Deficits: How Washington Can Prevent the Next Crisis

C. Fred Bergsten Dec 9, 2009

Global Macro EconoMonitor

Double Dip Alert in Japan

Edward Hugh Dec 9, 2009

Europe EconoMonitor

It's All Greek to Me

Edward Hugh Dec 9, 2009

US EconoMonitor

Another Rescue Plan Comes in Below the Original Price Tag

David E. Altig Dec 9, 2009

US EconoMonitor

Deficit Links

James Hamilton Dec 8, 2009

Global Macro EconoMonitor

Carbon: The New Financial Frontier

Joseph Mason Dec 8, 2009

RGE Analysts' EconoMonitor

CoCos: No Antidote to Go-Go Boom-Bust Cycles

Jennifer Kapila and Arnab Das Dec 8, 2009

Finance & Markets Monitor

Bankers had Cashed in Before the Music Stopped

Lucian Bebchuk Dec 7, 2009

Finance & Markets Monitor

The Importance of Capital Requirements

James Kwak Dec 7, 2009

Finance & Markets Monitor

Measuring the Fiscal Costs of Not Fixing the Financial System

Simon Johnson Dec 7, 2009

US EconoMonitor

Deposits in Failed Banks as a Percent of GDP

Mark Thoma Dec 6, 2009

US EconoMonitor

Reaching for Yield in the Post-TARP Era

Edward Harrison Dec 4, 2009

Global Macro EconoMonitor

Savings Gluts and Bubbles

Mark Thoma Dec 4, 2009

Nouriel Roubini's EconoMonitor

Senator Chris Dodd Raises Roubini Predictions at Bernanke Confirmation Hearings

Nouriel Roubini 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

Global Macro EconoMonitor

Going Beyond the Rules

Jose Vinals Dec 2, 2009

Emerging Markets Monitor

Parting the Bamboo Curtain Part 2 - Rescuing the Dragon

Satyajit Das Dec 2, 2009

Global Macro EconoMonitor

On the Sovereign Debt Crisis and the Debt Servicing Cost Mentality

Edward Harrison Dec 1, 2009

Nouriel Roubini's EconoMonitor

Nouriel Roubini Ranked #4 in Foreign Policy's List of Top 100 Global Thinkers

Nouriel Roubini Nov 30, 2009

RGE Analysts' EconoMonitor

CNBC Interview with Arnab Das Discussing Dubai, Abu Dhabi, and India

Arnab Das Nov 30, 2009

Peterson Institute for International Economics Monitor

A Blueprint for Global Leadership in the 21st Century

C. Fred Bergsten Nov 30, 2009

US EconoMonitor

The Housing Crisis and Wall Street Shame

Robert Reich Nov 30, 2009

Global Macro EconoMonitor

Historical Rhymes

James Picerno Nov 30, 2009

Emerging Markets Monitor

Repairing China’s Financial System

Michael Pettis Nov 30, 2009

Global Macro EconoMonitor

Total Eclipse at the Heart of Dubai's World

Edward Hugh Nov 29, 2009

Global Macro EconoMonitor

The Bust in Dubai and Exogenous Shocks

Edward Harrison Nov 29, 2009

Global Macro EconoMonitor

Does Dubai Matter? Ask Ireland

Simon Johnson Nov 29, 2009

US EconoMonitor

How Overrated is Sentiment in Economics?

Barry Ritholtz Nov 22, 2009

US EconoMonitor

Factors in Local House Price Declines

James Hamilton Nov 22, 2009

US EconoMonitor

Should the Fed Be Doing More?

Tim Duy Nov 20, 2009

US EconoMonitor

The AIG-Maiden Lane III Controversy

James Kwak Nov 20, 2009

Emerging Markets Monitor

More on China's Faux GDP Data

Barry Ritholtz Nov 20, 2009

US EconoMonitor

Does US Need a Second Stimulus to Create Jobs?

Yves Smith Nov 20, 2009

Emerging Markets Monitor

Property: The Bubble that Keeps on Inflating

China Economist Nov 19, 2009

Global Macro EconoMonitor

Balancing Fiscal Support with Fiscal Solvency

Carlo Cottarelli Nov 19, 2009

US EconoMonitor

Obama: Debt Could Cause a Double Dip Recession

Edward Harrison Nov 18, 2009

RGE Analysts' EconoMonitor

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

Mikka Pineda Nov 18, 2009

US EconoMonitor

News from 17 November 1930: “We Face a Winter of Hunger and Distress”

Edward Harrison Nov 18, 2009

Nouriel Roubini's EconoMonitor

A Tale of Two American Economies

Nouriel Roubini Nov 18, 2009

Global Macro EconoMonitor

Post-Crisis: What Should Be the Goal of a Fiscal Exit Strategy?

Carlo Cottarelli Nov 16, 2009

Peterson Institute for International Economics Monitor

The Impact of the Recovery Act on Economic Growth

Simon Johnson Nov 16, 2009

US EconoMonitor

Inflation Expectations Continue to Inch Higher

James Picerno Nov 11, 2009

Peterson Institute for International Economics Monitor

Is the “Chicago School” to Blame in the Economic Crisis?

Steve Weisman and Michael Mussa Nov 5, 2009

Global Macro EconoMonitor

The Hubris of Economics

Barry Ritholtz Nov 4, 2009

Nouriel Roubini's EconoMonitor

CNBC Interview Discussing Carry Trades and Asset Bubbles

Nouriel Roubini Nov 4, 2009

Europe EconoMonitor

Trouble in Ireland as Fitch Cuts Debt Two Notches to AA- and Deficits Soar

Edward Harrison Nov 4, 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

US EconoMonitor

Sustainable Growth?

Tim Duy Nov 3, 2009

US EconoMonitor

Roubini Predicts “Mother of All Carry Trade Unwinds”

Yves Smith Nov 2, 2009

US EconoMonitor

Bullish Data, Recoveries, Crashes and the Psychology of Forecasting Redux

Edward Harrison Nov 2, 2009

US EconoMonitor

Another Crack in Republic’s Foundations: Not the Size of the Debt, But When it’s Due

Fabius Maximus Nov 2, 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

US EconoMonitor

Reserve Accumulation and Easy Money Helped to Cause the Subprime Crisis

Mark Thoma Oct 27, 2009

Emerging Markets Monitor

Chinese Railways and Speculating Pig Farmers

Michael Pettis Oct 26, 2009

US EconoMonitor

Evaluating the New Tool of Monetary Policy

James Hamilton Oct 26, 2009

US EconoMonitor

Too Big to Fail: Why The Big Banks Should Be Broken Up, But Why The White House and Congress Don't Want To

Robert Reich Oct 25, 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

RGE Analysts' EconoMonitor

Eastern Europe: Out of the Danger Zone?

Mary Stokes and Jelena Vukotic Oct 21, 2009

Global Macro EconoMonitor

Munchau: Next Crisis Coming Sooner Than You Think

Yves Smith Oct 19, 2009

US EconoMonitor

Public Trust has Economic Consequences

Mark Thoma Oct 16, 2009

Peterson Institute for International Economics Monitor

How Quickly Can We Recover from the Global Financial Crisis?

Edwin Truman Oct 12, 2009

US EconoMonitor

Economists Discuss the Impact of the Stimulus on our Recession

Fabius Maximus Oct 12, 2009

US EconoMonitor

Asset Bubbles and Economic Activity

Charles Davi Oct 12, 2009

Europe EconoMonitor

Latvia – the Insanity Continues

Edward Harrison Oct 12, 2009

Nouriel Roubini's EconoMonitor

BBC Video Interview

Nouriel Roubini Oct 12, 2009

Nouriel Roubini's EconoMonitor

Roubini and El Said: The Transmission of the Financial Crisis to Emerging Markets

Nouriel Roubini Oct 9, 2009

Nouriel Roubini's EconoMonitor

WSJ Item/Interview

Nouriel Roubini Oct 8, 2009

US EconoMonitor

Banking Lessons We Should Have Learned

Daniel Alpert Oct 7, 2009

US EconoMonitor

Specifically, What Should Be Done For Jobs?

Robert Reich Oct 5, 2009

US EconoMonitor

TARP Losses: $100-200B (And Counting…)

Barry Ritholtz Oct 5, 2009

Nouriel Roubini's EconoMonitor

My CNBC Interview this Morning on Squawk Box

Nouriel Roubini Oct 5, 2009

US EconoMonitor

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

Edward Harrison Oct 5, 2009

US EconoMonitor

The Anti-History Boys

Mark Thoma Oct 5, 2009

RGE Analysts' EconoMonitor

The Fed’s Balance Sheet and Possible Exit Strategies

Mikka Pineda and Christian Menegatti Oct 2, 2009

US EconoMonitor

Back-Door Resolution Authority

James Kwak Sep 30, 2009

US EconoMonitor

Federal Reserve’s Fisher Says Tightening will be Aggressive

Edward Harrison Sep 30, 2009

Daily Digest

Blogs

Anatomy of a Euromess

Paul Krugman  Feb 9, 2010

Opinions

Europe: A crisis of sovereignty as well as debt

Wall Street Journal  Patience Wheatcroft Feb 9, 2010

Analysis

Financial Stability: 10 Questions and About Seven Answers

Reserve Bank of Australia  Jaime Caruana Feb 9, 2010

Blogs

Fed’s Bullard Advocates Selling Mortgage Securities Gradually in 2010

Real Time Economics  Feb 8, 2010

Analysis

Greece: Bridging the Fiscal Gap – Four Scenarios

BNP Paribas  Feb 8, 2010

Research

Credit and banking in a DSGE model of the euro area

Bank of Italy  Stefano Neri, Andrea Gerali, Luca Sessa and Federico Maria Signoretti Feb 8, 2010

Analysis

Commission communication to 'An EU framework for cross-border crisis management in the banking sector': Eurosystem's reply to the public consultation

ECB  Feb 8, 2010

Analysis

Bernanke's Exit Strategy: Tighter Reserve Requirements

Wall Street Journal  Andy Kessler Feb 3, 2010

Analysis

The crisis: how to emerge even stronger

Uninews  Feb 8, 2010

Blogs

Anatomy of distress in European banks before and during the crisis

VoxEU  Tigran Poghosyan and Martin Cihák Feb 8, 2010

Opinions

Europe needs to show it has a crisis endgame

Financial Times  Wolfgang Münchau Feb 7, 2010

Analysis

A Bubble in Search of a Pin

InvestorsInsight  John Mauldin Feb 6, 2010

News

U.S. Mortgage-Bond Market May Revive, Executives Say

Bloomberg  Jody Shenn Feb 5, 2010

Opinions

Peter Bofinger: Euro Zone 'Could Cope with Greek Bankruptcy'

Spiegel online  Feb 5, 2010

Analysis

Saudi Arabia: Growth Signals

Oxford Business Group  Feb 5, 2010

Analysis

Standards for payment, clearing and settlement systems: review by CPSS-IOSCO

BIS  Feb 5, 2010

Research

Systemic Risks and the Macroeconomy

IMF  Gianni De Nicolò and Marcella Lucchetta Feb 4, 2010

News

As China tries to cool economy asset bubbles fears emerge in Brazil

Merco Press  Feb 4, 2010

Analysis

Why Did Argentina’s Currency Board Collapse?

School of Management & Languages Heriot-Watt University  François J. Gurtner Feb 4, 2010

Analysis

Europe's Lehman Brothers: Brussels Intervenes to Slow Greece's Plunge

Spiegel online  Carsten Volkery Feb 4, 2010

Analysis

Misleading indicators? The Argentinean currency crisis

German Institute for Economic Research  Patricia Alvarez-Plata and Mechthild Schrooten Feb 4, 2010

Analysis

The Case Against Currency Boards: Debunking 10 Myths about the Benefits of Currency Boards

Stern School of Business, New York University  Nouriel Roubini Feb 4, 2010

Analysis

Lessons from the Crisis in Argentina

IMF  IMF Staff Feb 4, 2010

Analysis

Is a New Asset Bubble Emerging in Certain Markets?

Federal Reserve Bank of Richmond  Juan Carlos Hatchondo, Renee Courtois and Brian Gaines Feb 3, 2010

Blogs

Europe approves Greek debt plans but fear of contagion persists

Citywire  Feb 3, 2010

Opinions

What I Learned at the AIG Meltdown

Wall Street Journal  Eric Dinallo Feb 3, 2010

Analysis

EU Commission Assessment of the Stability Programme of Greece - Report

EU Commission  Feb 3, 2010

Research

Recovery Determinants of Distressed Banks: Regulators, Market Discipline, or the Environment?

IMF  Michael Koetter, Thomas Kick and Tigran Poghosyan Feb 3, 2010

News

Nouriel Roubini Expects European Union, IMF to Rescue Greece From Default

Bloomberg  Ryan Chilcote and Anastasia Ustinova Feb 2, 2010

Analysis

Oman: Resilient in the slowdown

Kuwait-China Investment Company  Jan 30, 2010

Analysis

Qatar: A very good outlook

Kuwait-China Investment Company  Feb 2, 2010

Analysis

Bahrain: rebounding but still vulnerable

Kuwait China Investment Company  Jan 30, 2010

News

Sberbank scandal reflects badly on Russia

Telegraph  Jason Bush Feb 2, 2010

Analysis

Middle East Review of 2009

Telegraph  Richard Spencer Dec 16, 2009

News

Ecuador Business Confidence Down 2% In Dec On Month -Deloitte

Wall Street Journal  Mercedes Alvaro and Dow Jones Newswires Feb 2, 2010

News

Volcker Says Hedge Funds Should Be Allowed to Fail

Bloomberg  Feb 2, 2010

Analysis

Confronting Asset Bubbles, Too Big to Fail, and Beggar-thy-Neighbor Exchange Rate Policies

Peterson Institute for International Economics  Morris Goldstein Feb 1, 2010

Opinions

How May the New Architecture of Financial Regulations Develop? (audio)

Reserve Bank of New Zealand  Charles Goodhart Feb 2, 2010

News

FSA's Lord Turner signals crackdown on carry trade

Telegraph  Jeremy Warner Feb 1, 2010

Research

Global Imbalances and the Financial Crisis: Products of Common Causes

IMF  Kenneth Rogoff and Maurice Obstfeld Nov 1, 2009

Analysis

Lebanon: A Year in Review 2009

Oxford Business Group  Feb 1, 2010

Blogs

John Cochrane on the credit crisis

Econbrowser  Jan 31, 2010

Blogs

Why Are We Still in a Recession? The Shape of the Crisis and "Too-Big-to-Fail"

Grasping Reality  J. Bradford DeLong Jan 31, 2010

Research

Do bank loans and credit standards have an effect on output? A panel approach for the euro area

ECB  Lorenzo Cappiello, Christoffer Kok Sørensen, Arjan Kadareja and Marco Protopapa Feb 1, 2010

News

Europe set to be worse hit by loan drought - ECB study

Financial Times  Ralph Atkins Feb 1, 2010

Analysis

This Time Is Different

InvestorsInsight  John Mauldin Jan 30, 2010

Analysis

Risk of relapse: The main risk lies in the strategies used to withdraw economic policy stimuli

la Caixa  Enric Fernández Jan 22, 2010

RGE Writings

Bremmer-Roubini 2010 Global Forecast

RGE Analysts' EconoMonitor  Nouriel Roubini and Ian Bremmer Jan 28, 2010

Analysis

An Early Warning System for Asset Bubbles

McKinsey Global Institute  Susan Lund and Charles Roxburgh Jan 28, 2010

News

Russia Bank Risks Underestimated, Deutsche Bank’s Kommers Says

Bloomberg  Laura Cochrane Jan 28, 2010

Analysis

2010: Year of the Tiger or Asian Bubble?

Wells Fargo  Jay Bryson and Yasmine Kamaruddin Jan 28, 2010

Analysis

Regulating Systemic Risk

ADBI  Michael Pomerleano and Masahiro Kawai Jan 28, 2010

News

Saudi well placed for strong growth in 2010 - Ernst & Young

Arabian Business  Andrew Sambidge Jan 24, 2010

Analysis

Lobbying and the financial crisis

VoxEU  Prachi Mishra, Thierry Tressel and Deniz Igan Jan 27, 2010

Analysis

Analysing the impact of the Fed’s mortgage-backed securities purchase

VoxEU  John Taylor and Johannes Stroebel Jan 27, 2010

Research

Financial Markets in East Asia and Europe during the Global Financial Crisis

Stockholm School of Economics  Anders C. Johansson Jan 1, 2010

Analysis

Financial System Stabilized, but Exit, Reform, and Fiscal Challenges Lie Ahead

IMF Global Financial Stability Report GFSR Market Update  Jan 26, 2010

Blogs

After the Crisis, Much Still at Stake for Eurozone

IMF Direct  Marek Belka Jan 21, 2010

Opinions

Riksbank governor: "We are moving towards stricter regulation of the financial system"

Riksbank (Central Bank of Sweden)  Stefan Ingves Jan 25, 2010

Analysis

Global Risk Report 2010: A Global Risk Network Report

World Economic Forum  Jan 26, 2010

Blogs

Too interconnected to fail = too big to fail: What is in a leverage ratio?

VoxEU  Daniel Gros Jan 26, 2010

Research

Asset Fire Sales and Credit Easing

NBER  Andrei Shleifer and Robert W. Vishny Jan 25, 2010

Analysis

Obama Plan for Banks Can Help to Avoid A New Financial Crisis

OECD  Angel Gurría Jan 25, 2010

Research

Responding to Banking Crises: Lessons from Cross-Country Evidence

IMF  Enrica Detragiache and Giang Ho Jan 1, 2010

Analysis

Off With Their Heads

Project Syndicate  Simon Johnson Jan 25, 2010

Analysis

The Volcker Rule & AIG: Hedge Funds and Prop Desks Are Not the Problem

Institutional Risk Analyst  Jan 25, 2010

Analysis

Is Bankers’ Pay Really the Root of Financial Evil?

Project Syndicate  Steven N. Kaplan Jan 25, 2010

News

Swedish Bank Fee Sets Example for America

New York Times  Matthew Saltmarsh Jan 21, 2010

News

Stiglitz pinpoints 'moral' core of crisis

Asia Times  Henry CK Liu Jan 25, 2010

Analysis

Assessing the systemic risk of a heterogeneous portfolio of banks during the recent financial crisis

BIS  Haibin Zhu, Hao Zhou and Xin Huang Jan 22, 2010

Analysis

Greece 'will not leave euro', says central banker

EurActiv  Jan 22, 2010

Opinions

Greece’s woes have a familiar ring

Financial Times  Simon Derrick Jan 21, 2010

Research

Interbank contagion at work: evidence from a natural experiment

ECB  Rajkamal Iyer and José-Luis Peydró Jan 21, 2010

Analysis

Shadow Banking, Capital Markets and Financial Stability

Bank of England  Speech by Paul Tucker Jan 21, 2010

Analysis

Credit Outlook for Major European Banks 2010: A Rocky Road Ahead

FitchRatings (free registration)  James Longsdon and Julia Peach et al Jan 21, 2010

Analysis

Financial crisis is also a crisis of values

World Economic Forum  Jan 21, 2010

Research

Precautionary Resources and Long-Term Development Finance: The Financial Role of Woods Institutionthe Bretton s after the Crisis

Center for Global Development  Kemal Derviş Jan 14, 2010

Blogs

Why Obama is Now (finally) Getting Tough on Wall Street

Robert Reich  Jan 21, 2010

Blogs

Paul Volcker Prevails

The Baseline Scenario  Jan 21, 2010

Analysis

The Greece Dilemma: Sovereign Debts Imperiling the Euro and Challenging EU Ties

RGE Analysis  Elisa Parisi-Capone, Arnab Das and Natalia Gurushina Jan 21, 2010

Opinions

Reason v emotion in China’s growth story

Financial Times  David Pilling Jan 21, 2010

Analysis

Who fell in 2009: Those with current account deficits or with extra froth?

VoxEU  Ashoka Mody Jan 21, 2010

Analysis

Global Economic Prospects 2010: Crisis, Finance, and Growth

World Bank  Jan 21, 2010

Analysis

Global Economic Prospects: Crisis, Finance, and Growth

World Bank  Jan 21, 2010

Analysis

Greece: After the Stability Programme

BNP Paribas  Luigi Speranza Jan 20, 2010

Research

The 2007 Subprime Market Crisis in the EURO Area Through the Lens of ECB Repo Auctions

National Bureau of Economic Research  Nuno Cassola and Ali Hortacsu Jakub Kastl Feb 1, 2010

Opinions

A Bank Levy Will Not Stop the Doomsday Cycle

Financial Times  Simon Johnson and Peter Boone Jan 20, 2010

Analysis

Nigeria: A year in review 2010

Oxford Business Group  Jan 19, 2010

Research

Debt and deleveraging: The global credit bubble and its economic consequences

McKinsey and Company  Dec 19, 2009

Blogs

Will the Administration’s Proposed Bank Tax Create a Moral Hazard Problem?

Maximum Utility  Jan 19, 2010

Opinions

Making the Banks Pay

Center for Economic and Policy Research  Dean Baker Jan 19, 2010

Blogs

Beyond the Bad Economy: Jobs, Retirement, Health, and Social Insurance | National Academy of Social Insurance

Bradford Delong  Jan 19, 2010

Blogs

John Geanakoplos on the Leverage Cycle

Rajiv Sethi  Jan 19, 2010

Analysis

A systemic risk warning system: The new European Systemic Risk Board is far from the ideal – it is too big, too homogeneous, and lacks independence

VoxEU  Anne Sibert Jan 16, 2010

Blogs

Designing a systemic risk warning system

VoxEU  Anne Sibert Jan 16, 2010

Opinions

China's economy: Not just another fake; China’s boom is unlikely to give way to prolonged slump

Economist  Jan 14, 2010

Opinions

Bankers Without a Clue

New York Times  Paul Krugman Jan 14, 2010

News

Piercing the Sky Amid a Deflating Economy

New York Times  Michael Slackman Jan 13, 2010

Systemic Risk, Vulnerabilities and Asset Bubbles Topic Pages:

Current Financial Crisis | Past Financial Crisis

RGE GLOBAL ECONOMIC OUTLOOK

Table of Contents

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

Global Issues
Growth and CPI | Commodities | Trade | Imbalances

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Featured Analysis

Carry Trade Hotspots: A Currency by Currency Forecast for 2010

Mikka Pineda, Mary Stokes, Bertrand Delgado, Mikko Forss, Kavitha Cherian, Arpitha Bykere and Christian Menegatti Jan 04, 2010

“The simultaneous plunge in the values of all destination currencies and risky asset classes and the spike in borrowing costs in all funding currencies left no place for carry trades to take root.”

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The Option of Last Resort: A Two-Currency EMU

Michael G. Arghyrou and John Tsoukalas Feb 7, 2010

First, we would like to clarify that we are

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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?