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Systemic Risk, Vulnerabilities and Asset Bubbles

Featured Content

RGE STRATEGY FLASH

Fool’s Gold at the End of the ECB Rainbow?

By Jennifer Kapila Aug 30, 2010

RGE STRATEGY VIEW

A Bumpy Road Ahead for Equities

By Gina Sanchez and Ibrahim Gassambe Aug 23, 2010

RGE STRATEGY VIEW

Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear

By Arnab Das, Natalia Gurushina, Arun Motianey, David Nowakowski, Gina Sanchez and Jennifer Kapila Jul 27, 2010

Banking Crisis Resolutions

Solutions for the U.S. Banking System: Nationalization, 'Good/Bad Bank' or Guarantees?

RGE ANALYSIS

Savers v. Spenders: Balancing the Global Recovery

By Nouriel Roubini Jun 16, 2010

Proposals for a Paradigm Shift

Do We Need a Higher Inflation Target? Major Central Banks Oppose the Idea

Macro-Prudential Regulation against Systemic Risk

Systemic Risk: Identification, Measurement and Regulation

Systemic Effects of Exit Strategies

Jackson Hole: Hints About the Future of Monetary Policy

Liquidity Traps

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

The Liquidity Trap Revisited: What Evidence?

Asset Price Boom and Bust

Financial Stability Board Issues Warning Against Excessive Risk Taking

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

Is the G20 Splintering?

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: Banking Sector

How Solid Are Chinese Banks?

Lingering Problems from China's Bank Recapitalizations

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

Lessons from Japan's Crisis

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

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

China: Fiscal Stimulus

Will Efforts to Meet Energy Efficiency Targets Solve China's Overcapacity Problem?

Will China Rebalance its Fading Stimulus?

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

Europe

Russia: The Ruble

Capital Controls for Russia?

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

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

Banking Crisis Resolutions

Solutions for the U.S. Banking System: Nationalization, 'Good/Bad Bank' or Guarantees?

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

IMF's Role in Central and Eastern Europe

Hungary's Latest Mis-Step: Contradictory Statements on Reopening Talks With the IMF

Romania’s IMF Loan Program: Government Reshuffles Amid Growing Discontent

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

Central and Eastern Europe: Economic Outlook

Central Europe Hit by Massive Floods: Economic Impact?

Central Europe Manufacturing: Strong PMI Performance Continues

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

EU Bank Stress Tests

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

EU Stress Test Results Revisited: What if Sovereign Haircuts are Included?

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

Estonia: Economic Profile

Estonia Macro View: Better-Than-Expected Q2 2010 Growth Boosts Hopes for Recovery

Estonia: Conservative Fiscal Policy to Continue after Euro Adoption

Baltics : Eurozone : Emerging Markets : Europe : Frontier Markets : Macro View : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

United Kingdom: Banking Sector

Euro Banks Exceed Expectations: Strong Earnings on a Decline in Bad Loans

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

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

Nordics: Banking Sector

Norwegian Banks: Crisis Weathered, but Mortgage Lending a Concern

Expiring State Guarantees Threat to Danish Banks

Denmark : Finland : Iceland : Nordics : Norway : Sweden : Europe : Finance and Banking : Macro View : Banks and Risk Management : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Turkey: Economic Risks and Strengths

Turkey: On the Way to Investment Grade?

No IMF Deal for Turkey

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

Systemic Effects of Exit Strategies

Jackson Hole: Hints About the Future of Monetary Policy

Quantification of Exit Strategies in Advanced Economies: Fed Opts for QEII

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

The European Financial Stability Framework

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

EU Hedge Fund and Private Equity Groups: Finance Ministers Agree to Mitigate Fund Regulation

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

EU Lawmakers Approve Tough Bank Bonus Rules, Debate Bank Tax

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

Ukraine and the IMF

IMF Grants Ukraine New Loan: Will Other Lenders Follow Suit?

Ukraine's Sovereign Rating: No Longer on Brink of Default?

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Ukraine : Europe : Frontier Markets : Geostrategic and Long Term Issues : Macro View : Current Financial Crisis : IMF and International Economic Institutions : 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

Armenia: Return to Positive Growth in 2010?

IMF Grants Ukraine New Loan: Will Other Lenders Follow Suit?

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

Liquidity Traps

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

The Liquidity Trap Revisited: What Evidence?

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 :

EMU Uncertainty

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

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

Spain's Economic Rescue Fund

Spanish House Prices: Still Room to Fall?

Spain's Stock Market Faces Bleak Prospects

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

Latin America

Argentina: The Argentine Peso

Argentina's Efforts to Re-Enter International Capital Markets

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

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

Mexico: The Mexican Peso (currency)

Where Is the Mexican Peso Going?

What Is Mexico's Monetary Policy Outlook for 2010?

Mexico : Emerging Markets : Latin America : Macro View : Markets : Currencies : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Liquidity Traps

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

The Liquidity Trap Revisited: What Evidence?

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

Africa Economic Profile

Africa: The Next BRIC?

Europe's Debt Crisis Impacts Sub-Saharan African Economies in 2010

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

Middle East: Economic Profile

How Strong Will MENA FDI Be in 2010?

Levant Real Estate: A New Property Bubble?

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

Zimbabwe: Economic Profile

Zimbabwe: Return to Despair?

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

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

North America

Banking Crisis Resolutions

Solutions for the U.S. Banking System: Nationalization, 'Good/Bad Bank' or Guarantees?

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

Post-Crisis Regulatory Reforms in the U.S.

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

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

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

Collateralized Debt Obligations (CDOs) and Structured Products

Goldman Pays $550 million to Settle CDO Fraud Suit

Unwinding of Structured Products: Together they Stand and Fall?

United States : Advanced Economies : North America : Finance and Banking : Macro View : Financial Systems and Regulation : Securitization and Structured Finance : Systemic Risk, Vulnerabilities and Asset Bubbles :

Systemic Effects of Exit Strategies

Jackson Hole: Hints About the Future of Monetary Policy

Quantification of Exit Strategies in Advanced Economies: Fed Opts for QEII

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

Advanced Economies: Financial Sector Taxes

EU Lawmakers Approve Tough Bank Bonus Rules, Debate Bank Tax

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

The Troubled Asset Relief Program (TARP)

Large Banks Repay TARP Capital: What Has It 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

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

The Liquidity Trap Revisited: What Evidence?

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 Profits Take a Hit in Q3 on Slumping Quarter for Capital Markets

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 :

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: Outlook Still Precarious

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

CROSS ASSET MONTHLY

Credit: Who Gets Their Pound of Flesh?

David Nowakowski Aug 31, 2010

CROSS ASSET MONTHLY

Currencies: The End of Exuberance

Natalia Gurushina Aug 31, 2010

RGE STRATEGY VIEW

Struggling to Break Free: Rising Correlations Part II

By David Nowakowski and Natalia Gurushina Aug 25, 2010

RGE STRATEGY VIEW

The History of Risk—Correlations, Volatilities and Z-Scores

By David Nowakowski and Natalia Gurushina Aug 25, 2010

MENA Focus: Grasping for a New Normal for MENA Credit

By Rachel Ziemba, Ayah El Said and Maya Rusinowicz Aug 4, 2010

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

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

RGE STRATEGY VIEW

Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear

By Arnab Das, Natalia Gurushina, Arun Motianey, David Nowakowski, Gina Sanchez and Jennifer Kapila Jul 27, 2010

RGE STRATEGY FLASH

Chronicle of a Stress Test Foretold

By Jennifer Kapila, Elisa Parisi-Capone and Arnab Das Jul 26, 2010

Savers v. Spenders: Balancing the Global Recovery

By Nouriel Roubini Jun 16, 2010

Adjustment Dynamics in Spain: Will Belt-Tightening Cinch Off Growth?

By Elisa Parisi-Capone Jun 10, 2010

RGE STRATEGY VIEW

Financial Regulation: The Devil in the Details

By Jennifer Kapila, Parul Walia and Arnab Das May 26, 2010

Global Market Strategy Q2 2010: Banking Sector

By Jennifer Kapila Apr 28, 2010

RGE STRATEGY FLASH

Is Greece Deferring the Day of Reckoning?

By Arun Motianey and Natalia Gurushina Apr 14, 2010

Eurogroup Ready to Provide €30 Billion at around 5%, IMF €15 Billion at Lower Rates

By Elisa Parisi-Capone Apr 12, 2010

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 1, 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 8, 2009

Global Imbalances Outlook, Q4 2009

Rachel Ziemba Oct 7, 2009

The Fed's Balance Sheet and Possible Exit Strategies

Mikka Pineda and Christian Menegatti Oct 1, 2009

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

Adam Wolfe and Rachel Ziemba Sep 22, 2009

Comparing Three Crises

Mikka Pineda Sep 9, 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 Bottoming 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 8, 2009

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

Nouriel Roubini May 1, 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 8, 2009

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

Nouriel Roubini Mar 2, 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 9, 2009

Vulnerabilities in the Emerging World

RGE Analyst Team Feb 4, 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 6, 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

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

Nouriel Roubini Oct 9, 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 9, 2008

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

Nouriel Roubini Oct 8, 2008

Financial Crisis Going Global

Arpitha Bykere, Christian Menegatti, Elisa Parisi-Capone, Italo Lombardi, Mary Stokes, Mikka Pineda, Rachel Ziemba and Solomon Zirkiyev Oct 8, 2008

Russia's Bailout Package Just Keeps Getting Bigger

Rachel Ziemba and Kavitha Cherian Oct 8, 2008

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

Nouriel Roubini Oct 3, 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 2, 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 7, 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

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

Nouriel Roubini Jun 8, 2008

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

Nouriel Roubini Jun 8, 2008

Effects of the U.S. Recession on Asian Growth

Nouriel Roubini May 8, 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 8, 2008

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

Nouriel Roubini Feb 5, 2008

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

Arpitha Bykere Jan 1, 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 1, 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

Dr. Roubini's 2006 Address to the IMF

By Nouriel Roubini Sep 7, 2006

Vulnerabilities in Central and Southern Europe

Nouriel Roubini and Christian Menegatti Jun 6, 2006

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

Nouriel Roubini Jun 1, 2006

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

Nouriel Roubini and Christian Menegatti Jun 1, 2006

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

Nouriel Roubini Apr 1, 2006

EconoMonitors

Nouriel Roubini's EconoMonitor

Roubini Bloomberg Interview at Ambrosetti Conference

Nouriel Roubini Sep 7, 2010

Finance & Markets Monitor

Consumer Spending? Be Careful What You Wish For

Jeff Tyler Sep 7, 2010

US EconoMonitor

Letting the Housing Market Fall

Barry Ritholtz Sep 6, 2010

Emerging Markets Monitor

The Odd Couple

Edward Hugh Sep 3, 2010

Emerging Markets Monitor

(Non)Performance Anxiety

Adam Wolfe Sep 2, 2010

Global Macro EconoMonitor

The Stock Market Rally Versus the World’s Economic Fundamentals

Robert Reich Sep 2, 2010

Nouriel Roubini's EconoMonitor

EconoMonitor Flashback: Roubini's IMF Speech - September 7, 2006

Nouriel Roubini Sep 2, 2010

Europe EconoMonitor

The Baron Münchhausen Effect

Edward Hugh Aug 30, 2010

Nouriel Roubini's EconoMonitor

Roubini on CNBC: Rising Risk of Double Dip

Nouriel Roubini Aug 26, 2010

Europe EconoMonitor

How Many Times Can One Driver Fall Asleep at the Same Wheel (And Live)?

Edward Hugh Aug 23, 2010

US EconoMonitor

Housing: No Longer a Sure-Fire Wealth Builder

Barry Ritholtz Aug 23, 2010

Global Macro EconoMonitor

Household Saving Rates in the U.S., UK, and Germany: (Possibly) Light at the End of the Tunnel

Rebecca Wilder Aug 20, 2010

Nouriel Roubini's EconoMonitor

Nouriel Roubini RADIOLIVE Interview on the New Normal and Lessons Learned

Nouriel Roubini Aug 19, 2010

Global Macro EconoMonitor

Toto, We’re Not in Kansas Anymore: Exploring the Post-tornado Contours of the Financial System

Laura Kodres Aug 16, 2010

Finance & Markets Monitor

Why Are Exchanges For-Profits?

Barry Ritholtz Aug 15, 2010

Peterson Institute for International Economics Monitor

Lessons from China’s Housing Bubble

Nicholas R. Lardy and Steve Weisman Aug 12, 2010

Nouriel Roubini's EconoMonitor

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

Nouriel Roubini Aug 11, 2010

Emerging Markets Monitor

Chinese Consumption and the Japanese “Sorpasso”

Michael Pettis Aug 11, 2010

Europe EconoMonitor

Too Soon To Cry Victory?

Edward Hugh Aug 6, 2010

Europe EconoMonitor

Stress-Testing European Banks

Robert M. Cutler Aug 6, 2010

Global Macro EconoMonitor

House Prices Declining from Peaks Around the World

Barry Ritholtz Aug 5, 2010

Emerging Markets Monitor

Andy Xie on China's Empty Apartments

Yves Smith Aug 4, 2010

US EconoMonitor

Understanding Context: The Housing Boom & Bust

Barry Ritholtz Aug 4, 2010

US EconoMonitor

Alan Greenspan: Two Economies

Barry Ritholtz Aug 2, 2010

Peterson Institute for International Economics Monitor

The EU Stress Tests and the Experience in Spain

Angel Ubide Jul 30, 2010

US EconoMonitor

Policy Stuck in the Doldrums? Consumers Think So

Rebecca Wilder Jul 29, 2010

Global Macro EconoMonitor

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

Fabius Maximus Jul 29, 2010

US EconoMonitor

A Triple Dip?

Mark Thoma Jul 29, 2010

Asia EconoMonitor

The PBoC Can’t Easily Raise Interest Rates

Michael Pettis Jul 28, 2010

Global Macro EconoMonitor

Income Inequality, International Payments Imbalances, and Crises

Mark Thoma Jul 28, 2010

Asia EconoMonitor

US-China Economic Conflict: Not Dead, But Asleep

Robert M. Cutler Jul 27, 2010

Peterson Institute for International Economics Monitor

Why the European Bank Stress Tests Are So Important

Anders Aslund Jul 23, 2010

Peterson Institute for International Economics Monitor

Playing by Berlin’s Rules in an Aging Europe

Jacob Funk Kirkegaard Jul 23, 2010

US EconoMonitor

Hidden Truths About the State of the U.S. Economy

Fabius Maximus Jul 23, 2010

Global Macro EconoMonitor

Do Sovereign Debt Ratios Matter?

Michael Pettis Jul 21, 2010

Global Macro EconoMonitor

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

Jose Vinals Jul 20, 2010

Nouriel Roubini's EconoMonitor

Double-Dip Days

Nouriel Roubini Jul 18, 2010

Emerging Markets Monitor

The Capital Tsunami Is a Bigger Threat Than the Nuclear Option

Michael Pettis Jul 14, 2010

Europe EconoMonitor

Moody’s Cuts Portugal Credit Rating Two Notches to A+

Edward Harrison Jul 13, 2010

Europe EconoMonitor

Soros on the Crisis and the Euro

Yves Smith Jul 9, 2010

US EconoMonitor

Wealthy: Most Likely to Walk Away from Underwater RE

Barry Ritholtz Jul 9, 2010

Peterson Institute for International Economics Monitor

Chinomics: Yes, China Does Need that Infrastructure

Nicholas Lardy Jul 8, 2010

Global Macro EconoMonitor

What Do Banking Crises Have to Do with Consumption?

Michael Pettis Jul 6, 2010

Global Macro EconoMonitor

Beyond Short Term Emergency: A Risk Strategy for the Future

Carlo Resta Jul 6, 2010

US EconoMonitor

Why Is the American Jobs Machine Broken?

Tim Duy Jul 6, 2010

Global Macro EconoMonitor

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

Roberto Tamborini Jul 1, 2010

Emerging Markets Monitor

US-China Pressure May Escalate Sooner Rather Than Later

Yves Smith Jul 1, 2010

RGE Analysts' EconoMonitor

Will Debt Problems Metastasize to ‘Core’ European States?

RGE Analyst Team Jul 1, 2010

Europe EconoMonitor

Bank Stress, ECB Liquidity Withdrawal Efforts, Deflation Fears Rattle Markets

Yves Smith Jun 30, 2010

Nouriel Roubini's EconoMonitor

Greece’s Best Option Is an Orderly Default

Nouriel Roubini Jun 28, 2010

Europe EconoMonitor

More on the Coming European Bank Stress Test Fiasco

Yves Smith Jun 28, 2010

RGE Analysts' EconoMonitor

A Chat With Michael Pettis

Adam Wolfe Jun 28, 2010

Peterson Institute for International Economics Monitor

New Imbalances Will Threaten Global Recovery

C. Fred Bergsten Jun 28, 2010

Global Macro EconoMonitor

Should Monetary Policy Be More Expansionary?

Mark Thoma Jun 28, 2010

Global Macro EconoMonitor

What Might History Tell Us About the Greek Crisis?

Michael Pettis Jun 28, 2010

Nouriel Roubini's EconoMonitor

NYT Sunday Book Review: Prophet-Making

Nouriel Roubini Jun 28, 2010

Global Macro EconoMonitor

Ten Commandments for Fiscal Adjustment in Advanced Economies

Olivier Blanchard and Carlo Cottarelli Jun 24, 2010

US EconoMonitor

We Are Following Japan’s Path of Decline. The Real Test Comes Later This Year.

Fabius Maximus Jun 24, 2010

Europe EconoMonitor

GIIPS Labor Costs Not Moving in the "Competitive" Direction

Rebecca Wilder Jun 24, 2010

Finance & Markets Monitor

“Chuck Prince” Is Going to Run This Bank (Into the Ground)

Simon Johnson Jun 23, 2010

RGE Analysts' EconoMonitor

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

Arnab Das Jun 23, 2010

Europe EconoMonitor

Wishful Thinking - Part 2

Satyajit Das Jun 17, 2010

US EconoMonitor

Making Rating Agencies Liable for All of Wall Street’s Wrongs Is Not Right

Joseph Mason Jun 17, 2010

US EconoMonitor

Obama’s Address to the Nation: A Missed Opportunity to Tell It Like It Is

Robert Reich Jun 17, 2010

Europe EconoMonitor

Chart of the Day: Exposures to Greece, Ireland, Portugal and Spain

Edward Harrison Jun 17, 2010

Europe EconoMonitor

Spain Is About to Make Trouble for German and French Banks

Yves Smith Jun 17, 2010

Nouriel Roubini's EconoMonitor

How to Avoid a Double-Dip Global Recession

Nouriel Roubini Jun 16, 2010

Global Macro EconoMonitor

Wishful Thinking - Part 1

Satyajit Das Jun 16, 2010

Nouriel Roubini's EconoMonitor

Outlook Money on Crisis Economics

Nouriel Roubini Jun 16, 2010

Global Macro EconoMonitor

China: Where's the Inflation?

Michael Pettis Jun 16, 2010

Emerging Markets Monitor

South Korea Imposes Currency Controls for Financial Stability

Kavaljit Singh Jun 16, 2010

Nouriel Roubini's EconoMonitor

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

Nouriel Roubini Jun 15, 2010

Nouriel Roubini's EconoMonitor

The Economist as Journalist

Nouriel Roubini Jun 14, 2010

US EconoMonitor

Jail for Unpaid Debt a Reality in Six States (Strategic Default Pushback Watch)

Yves Smith Jun 14, 2010

US EconoMonitor

GSEs: $1 Trillion Dumping Ground for Bad Bank Loans

Barry Ritholtz Jun 14, 2010

Global Macro EconoMonitor

Exchange Rate Angst and Rebalancing

Menzie Chinn Jun 10, 2010

Global Macro EconoMonitor

Is There Any Way Out from the Burden of Government Debt?

Fabius Maximus Jun 10, 2010

Global Macro EconoMonitor

China's Not the Answer for the Eurozone

Rebecca Wilder Jun 10, 2010

Global Macro EconoMonitor

Rising Global Imbalances Likely to Precipitate New Crises

Yves Smith Jun 10, 2010

Finance & Markets Monitor

Common Sense Crisis Risk Management

Rick Bookstaber Jun 10, 2010

Global Macro EconoMonitor

Time Horizon and Capital Flows Redirection for Growth

Carlo Resta Jun 9, 2010

Latin America Economonitor

Venezuela: Run Away

Walter Molano Jun 9, 2010

RGE Analysts' EconoMonitor

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

Mary Stokes Jun 9, 2010

Nouriel Roubini's EconoMonitor

Why Economists Are Sexy and the Euro Won’t Be Worth a Dollar

Nouriel Roubini Jun 7, 2010

Europe EconoMonitor

Contagion Spreading Yet Further to Core Eurozone

Edward Harrison Jun 7, 2010

Finance & Markets Monitor

Richard Fisher (Federal Reserve Bank of Dallas): Larry Summers, the G20, and Financial Dementia

Simon Johnson Jun 7, 2010

Global Macro EconoMonitor

A Good Crisis, Wasted

Tim Duy Jun 7, 2010

Nouriel Roubini's EconoMonitor

Roubini and Bremmer on Global Economic Problems

Nouriel Roubini Jun 7, 2010

Europe EconoMonitor

On the Maybe Not So Slow Motion European Train Wreck

Yves Smith Jun 6, 2010

Europe EconoMonitor

French Connection: The Eurozone Crisis Worsens Sharply

Peter Boone and Simon Johnson Jun 4, 2010

Europe EconoMonitor

The Maginot Line Illusion

Peter Boone and Simon Johnson Jun 3, 2010

Finance & Markets Monitor

Europe Sets Taxing Questions

Robert M. Cutler Jun 3, 2010

US EconoMonitor

Why Is Washington Dithering with Unemployment High?

Yves Smith Jun 3, 2010

US EconoMonitor

Bankers Have Been Sold Short

Mark Thoma Jun 3, 2010

Emerging Markets Monitor

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

Yves Smith Jun 1, 2010

Nouriel Roubini's EconoMonitor

Back to the Future? The Shape of Reforms to Come…

Nouriel Roubini and Arnab Das May 31, 2010

Nouriel Roubini's EconoMonitor

Roubini and Bremmer: What's Behind Wall Street's Turmoil

Nouriel Roubini May 27, 2010

Emerging Markets Monitor

The Three Pillars of Failure and Success

Walter Molano May 26, 2010

Nouriel Roubini's EconoMonitor

Roubini and Bremmer on Why We're Still Doomed

Nouriel Roubini May 26, 2010

Nouriel Roubini's EconoMonitor

Roubini on Imus in the Morning

Nouriel Roubini May 25, 2010

Nouriel Roubini's EconoMonitor

Roubini Telegraph Interview, Tackling the UK Deficit

Nouriel Roubini May 24, 2010

Peterson Institute for International Economics Monitor

A Default by Greece: Why and When?

Jacob Funk Kirkegaard May 24, 2010

Global Macro EconoMonitor

The Road to Economic Serfdom

Peter Boone and Simon Johnson May 24, 2010

Europe EconoMonitor

Germany: Just Another Weak Man of Europe?

Yves Smith May 24, 2010

Finance & Markets Monitor

Can This Be for Real?

Models & Agents May 24, 2010

Global Macro EconoMonitor

Greek Crisis Confirms Systemic Capital Redirection Urgency

Carlo Resta May 21, 2010

Europe EconoMonitor

Financing vs. Restructuring Greece

Paolo Manasse May 21, 2010

Nouriel Roubini's EconoMonitor

Roubini Interview with Jon Snow on the Eurozone and Big Banks

Nouriel Roubini May 18, 2010

Asia EconoMonitor

Asia: The Challenge of Capital Inflows

Anoop Singh May 18, 2010

Europe EconoMonitor

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

Edward Harrison May 17, 2010

Nouriel Roubini's EconoMonitor

Return to the Abyss

Nouriel Roubini May 17, 2010

Finance & Markets Monitor

Thinking About Financial Reform

Simon Johnson May 17, 2010

Europe EconoMonitor

European Interbank Markets Stress Rises over Counterparty Fears

Yves Smith May 17, 2010

Nouriel Roubini's EconoMonitor

An Ode to Crisis Economics

Models & Agents May 17, 2010

US EconoMonitor

Shiller: Fear of a Double Dip Could Cause One

Mark Thoma May 16, 2010

RGE Analysts' EconoMonitor

Roubini on White Swans

Joshua Glazer May 14, 2010

US EconoMonitor

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

Yves Smith May 14, 2010

Finance & Markets Monitor

Senator Kaufman Was Right – Our Financial System Has Become Dangerous

Simon Johnson May 13, 2010

Europe EconoMonitor

Eurozone's Problem Children

Barry Ritholtz May 13, 2010

Global Macro EconoMonitor

The European Bailout

James Hamilton May 13, 2010

Europe EconoMonitor

The Eurozone Bailout - Are We Still Standing?

Claus Vistesen May 13, 2010

Emerging Markets Monitor

Beijing’s Stop-and-Go Measures

Michael Pettis May 13, 2010

Finance & Markets Monitor

More Investigations of Wall Street

Mark Thoma May 13, 2010

Nouriel Roubini's EconoMonitor

Roubini on Charlie Rose

Nouriel Roubini May 13, 2010

RGE Analysts' EconoMonitor

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

Adam Wolfe May 12, 2010

Nouriel Roubini's EconoMonitor

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

Nouriel Roubini May 12, 2010

RGE Analysts' EconoMonitor

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

RGE Analyst Team May 12, 2010

RGE Analysts' EconoMonitor

A Chat with Anatole Kaletsky

Joshua Glazer May 12, 2010

Europe EconoMonitor

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

Domingo Cavallo and Joaquin Cottani May 11, 2010

Europe EconoMonitor

How I Stopped Holding My Breath for a Greek Restructuring and Learned to Love Illiquency Support

Anna Gelpern May 10, 2010

Europe EconoMonitor

Greece Like Lehman?

Roberto Tamborini May 10, 2010

Europe EconoMonitor

Time to Fire up the Chopper, JC

Walter Molano May 10, 2010

Europe EconoMonitor

About the Euro Crisis: The Experts Are Wrong, the German People Are Right

Fabius Maximus May 10, 2010

Finance & Markets Monitor

An Analysis of the Thursday Meltdown

Yves Smith May 10, 2010

Global Macro EconoMonitor

Are you ready for the United States of Germany?

Michael Pettis May 10, 2010

Europe EconoMonitor

Illiquency 2010, Sovereign Edition: A Lawyer’s Cut

Anna Gelpern May 10, 2010

Europe EconoMonitor

Greek General Strike Turns Tragic

Robert M. Cutler May 10, 2010

Global Macro EconoMonitor

What a Difference a Central Banker Makes

Antonio Carlos Lemgruber May 7, 2010

Nouriel Roubini's EconoMonitor

Roubini on CNBC Squawk Box - Market Turmoil, Eurozone, and Crisis Economics

Nouriel Roubini May 7, 2010

Nouriel Roubini's EconoMonitor

"Crisis Economics" Reviewed by NYTimes and Bloomberg

Nouriel Roubini May 7, 2010

Europe EconoMonitor

It's Not About Greece Anymore

Peter Boone and Simon Johnson May 6, 2010

Nouriel Roubini's EconoMonitor

CNBC - Roubini on the Market Fall

Nouriel Roubini May 6, 2010

Finance & Markets Monitor

Financial Reform for the Long Term

James Kwak May 6, 2010

Europe EconoMonitor

Europe's Web of Debt

Barry Ritholtz May 6, 2010

Europe EconoMonitor

John Taylor: "Dead Man Walking...The Euro Is Finished"

Tyler Durden May 6, 2010

US EconoMonitor

Apple Isn’t the Problem. Wall Street’s Big Banks Are the Problem.

Robert Reich May 6, 2010

Global Macro EconoMonitor

Still Unbalanced

Tim Duy May 6, 2010

Global Macro EconoMonitor

Credit Default Swaps on Government Debt: Potential Implications of the Greek Debt Crisis

Joseph Mason May 6, 2010

Latin America Economonitor

Does Cheap Foreign Money Bring Risks for Latin America?

Nicolas Eyzaguirre May 6, 2010

Europe EconoMonitor

The Escalating Greek Debt Crisis: What Has Been Happening and Where Is It Going?

Michael Arghyrou and John Tsoukalas May 6, 2010

Europe EconoMonitor

Greece, Germany, and the Dangers of Beggar Thy Neighbor

Yves Smith May 5, 2010

RGE Analysts' EconoMonitor

RGE Wednesday Note: Greek Contagion Spreads—Time for Plan B

Elisa Parisi-Capone May 5, 2010

Nouriel Roubini's EconoMonitor

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

Nouriel Roubini May 5, 2010

Nouriel Roubini's EconoMonitor

Extract from Nouriel Roubini's New Book "Crisis Economics" Published by Penguin, Out May 11th

Nouriel Roubini May 4, 2010

Europe EconoMonitor

Giving Reform a Chance

Models & Agents May 3, 2010

Europe EconoMonitor

What a Difference a Day Made!

Edward Hugh May 3, 2010

Nouriel Roubini's EconoMonitor

The Crisis Will Spread Without a Plan B

Nouriel Roubini and Arnab Das Apr 30, 2010

Nouriel Roubini's EconoMonitor

Roubini and Milken on Global Financial Markets: Where We've Been, Where We're Going

Nouriel Roubini Apr 29, 2010

Nouriel Roubini's EconoMonitor

Roubini CNBC and Bloomberg Reports on Greece Crisis, European Union

Nouriel Roubini Apr 29, 2010

Nouriel Roubini's EconoMonitor

Roubini on Eurozone Panel at the Milken Institute Global Conference

Nouriel Roubini Apr 28, 2010

Europe EconoMonitor

Greece – GIIPS – Eurozone - Big Problem

Rebecca Wilder Apr 28, 2010

Europe EconoMonitor

Help Greece Save Herself

Paolo Manasse Apr 28, 2010

Finance & Markets Monitor

Market Snapshot: Eurozone Debt Contagion Fears Weigh on U.S. Stocks

Tetiana Sears Apr 27, 2010

Global Macro EconoMonitor

Fair and Substantial - Taxing the Financial Sector

Carlo Cottarelli Apr 26, 2010

Nouriel Roubini's EconoMonitor

Roubini Crisis Economics Q&A with Ian Bremmer on Amazon

Nouriel Roubini Apr 26, 2010

Europe EconoMonitor

Greek Bond Yields at 12-Year High, Contagion Increasing

Edward Harrison Apr 26, 2010

Finance & Markets Monitor

More Proof the Bubble Is Back

Yves Smith Apr 25, 2010

Europe EconoMonitor

The Greek Tragedy Continues

Edward Hugh Apr 25, 2010

Global Macro EconoMonitor

Learning from the Crisis: Future IMF Lending Role

Reza Moghadam Apr 23, 2010

Peterson Institute for International Economics Monitor

Renminbi Undervaluation: Any Way You Look at It

Arvind Subramanian Apr 22, 2010

Finance & Markets Monitor

Rosenberg: Stocks 35% Overvalued

Edward Harrison Apr 22, 2010

Finance & Markets Monitor

The Two Issues to Watch on Financial Reform

Mark Thoma Apr 22, 2010

Global Macro EconoMonitor

World Faces Serious New Economic Challenges

Olivier Blanchard Apr 21, 2010

Global Macro EconoMonitor

IMF Sees Financial Risks Still Elevated

Jose Vinals Apr 21, 2010

Europe EconoMonitor

Do I See Movement in the Greek Trenches?

Edward Hugh Apr 20, 2010

Finance & Markets Monitor

Pitchforks, Vampire Squids, and Simon Johnson's Robespierre Moment

Edward Harrison Apr 20, 2010

Nouriel Roubini's EconoMonitor

The Debt Death Trap

Nouriel Roubini Apr 20, 2010

Emerging Markets Monitor

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

Reza Moghadam Apr 20, 2010

Asia EconoMonitor

PBoC Might Guide Interbank Rates Up, Still Not Tightening

Adam Wolfe Apr 19, 2010

Europe EconoMonitor

Was Greece Rescue Futile and Is Portugal Next?

Yves Smith Apr 19, 2010

Finance & Markets Monitor

Bill Clinton: Derivatives? My Bad…

Barry Ritholtz Apr 19, 2010

Finance & Markets Monitor

The Only Way to Prevent Another Bailout of Wall Street is to Cap the Size of Wall Street’s Big Banks

Robert Reich Apr 16, 2010

US EconoMonitor

An Auspicious Sign: the Consumer (for Now) Is Back

Rebecca Wilder Apr 16, 2010

Europe EconoMonitor

The Next Global Problem: Portugal

Peter Boone and Simon Johnson Apr 15, 2010

US EconoMonitor

Senator McConnell Is Wrong, Senator Kaufman Is Right. Any Questions?

Simon Johnson Apr 15, 2010

Nouriel Roubini's EconoMonitor

Roubini on AEI Panel - The Deflating Bubble, Part VII: Is It Over?

Nouriel Roubini Apr 14, 2010

RGE Analysts' EconoMonitor

Is Chinese Property Overheating or Cooling Off?

Adam Wolfe Apr 14, 2010

Finance & Markets Monitor

Why Believe Bank Earnings Yet?

Joseph Mason Apr 14, 2010

Global Macro EconoMonitor

Random Shots (Absolute Returns Partners Edition)

Claus Vistesen Apr 13, 2010

Global Macro EconoMonitor

The Origins of the Next Crisis

Edward Harrison Apr 13, 2010

US EconoMonitor

What Could Derail the Recovery?

Tim Duy Apr 13, 2010

US EconoMonitor

An Improved Version of Bailout Math

Barry Ritholtz Apr 13, 2010

US EconoMonitor

Declining Bailout Costs or Bad Math?

Barry Ritholtz Apr 12, 2010

Europe EconoMonitor

Europe's Bazooka Is Not Enough

Models & Agents Apr 12, 2010

Europe EconoMonitor

Angela Calling

Edward Hugh Apr 12, 2010

Europe EconoMonitor

Greece Saved for Now – Is Portugal Next?

Peter Boone and Simon Johnson Apr 12, 2010

Global Macro EconoMonitor

How Can Macroeconomics Be Fixed?

Mark Thoma Apr 12, 2010

Global Macro EconoMonitor

Macroeconomics: En Route

Rebecca Wilder Apr 12, 2010

Europe EconoMonitor

Fitch Downgrades Greece to BBB- with a Negative Outlook

Edward Harrison Apr 9, 2010

US EconoMonitor

American States on the Brink of Financial Catastrophe

Fabius Maximus Apr 9, 2010

Daily Digest

Blogs

Anglo Irish candour, at last? Bank to be Split

FT Alphaville  Joseph Cotterill Sep 08, 2010

Analysis

Aggregate demand = GDP plus chang in debt: How to reconcile with Flow of Funds data?

Debtwatch   Steve Keen Sep 07, 2010

Analysis

Bank structure, funding risk and the transmission of shocks across countries: concepts and measurement

BIS Quarterly Review, September 2010  Ingo Fender and Patrick McGuire Sep 07, 2010

News

Debt reduction after crises

BIS Quarterly Review, September 2010  Christian Upper and Garry Tang Sep 07, 2010

Blogs

Paradoxes Of Deleveraging And Releveraging

Paul Krugman  Sep 03, 2010

Research

Credit constraints and the north-south transmission of crises

World Bank  Ha Nguyen Aug 01, 2010

Analysis

Economic consequences of speculative side bets: The case of naked CDS

VoxEU  Rajiv Sethi and Yeon-Koo Che Sep 06, 2010

News

BIS Study Suggests Households, Companies Are Poised to Cut Debt

Bloomberg  Jennifer Ryan Sep 05, 2010

Analysis

BIS Quarterly Review, September 2010

BIS Quarterly Review, September 2010  Sep 04, 2010

Research

Explaining the Housing Bubble

University of Pennsylvania  Susan M. Wachter and Adam J. Levitin Sep 03, 2010

Opinions

The hard lessons of the global financial crisis

Europe's World  Jean-Paul Fitoussi Summer 2010

Opinions

A crisis of values? What of rival economic models at this time of crisis?

European Council on Foreign Relations  Susi Dennison Aug 18, 2010

Opinions

China's rising bank debt could leave nation exposed

Telegraph  Ambrose Evans-Pritchard Aug 30, 2010

Blogs

Europe's next crisis? Banks and foreign currency denominated loans in Central Europe

The Call, Eurasia Group  Preston Keat Aug 31, 2010

Analysis

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

VoxEU  Ricardo Caballero Aug 30, 2010

Analysis

Reconsidering the International Monetary System

IMF  Panel Presentation by John Lipsky Aug 29, 2010

Analysis

Central banking in uncertain times: conviction and responsibility

ECB  Speech by Jean-Claude Trichet Aug 28, 2010

Analysis

OTC Derivatives and Central Clearing: Can All Transactions Be Cleared?

University of Toronto  John Hull April 2010

Research

Is there a case for banning short speculation in sovereign bond markets?

Stanford University  Darrell Duffie July 2010

Analysis

Credit default swaps: Financial innovation or financial dysfunction?

Banque de France  Satyajit Das July 2010

Opinions

Carmen Reinhart Sees Seven More Years of High Unemployment

Bloomberg Audio/Video Report  Aug 27, 2010

Analysis

The crisis as a wake-up call: do banks tighten screening and monitoring during a financial crisis?

EBRD  Aug 10, 2010

Opinions

Beijing has no desire to bust the property bubble

China Economic Review  Leo Zhang Aug 24, 2010

Analysis

Can Global Liquidity Forecast Asset Prices?

IMF  Reginald Darius Aug 25, 2010

Analysis

Romania’s External Debt Sustainability Under Crisis Circumstances

Romanian Journal of Economics  Gheorghe Zaman and George Georgescu Aug 25, 2010

Blogs

There Are Bubbles, And Then There Are Bubbles

The Conscience of a Liberal  Paul Krugman Aug 25, 2010

Analysis

Morgan Stanley Says Governments Will Default, Only Question Is How

Zero Hedge  Aug 25, 2010

Analysis

Conference: Derivatives, Financial Innovation, Financial Stability - presentations

Bank of France  July 8, 2010

Analysis

Redesigning OTC derivatives markets to ensure financial stability - papers

Financial Stability Review, July 2010  Banque de France Aug 25, 2010

Research

Systemic risk in the financial sector: A review and synthesis

Central Planning Bureau Netherlands  Michiel Bijlsma, Jeroen Klomp and Sijmen Duineveld Jul 2010

Analysis

Impacts of Current Global Economic Crisis on Asia's Labor Market

ADBI  Phu Huynh and Steven Kapsos et al Aug 23, 2010

Opinions

Will the Stress Tests for Banks Improve the Stability of Financial Markets?

DIW, Berlin  Dorothea Schäfer Aug 24, 2010

News

Bernanke Must Raise Benchmark 2 Points in Latest Rajan Warning

Bloomberg  Simon Kennedy and Scott Lanman Aug 23, 2010

News

Moody's Says A Fresh European Slowdown Will Result In A New Round Of Rating Downgrades

Zero Hedge  Aug 23, 2010

Research

Credit Monitoring in the USA and EU Countries

MPRA Paper  Peter Kadish Aug 23, 2010

Research

11. The Impact of Public Guarantees on Bank Risk Taking: Evidence from a Natural Experiment

Tilburg University  Reint Gropp, Christian Gründl and Andre Güttler Aug 23, 2010

Blogs

On Broken Trades and Bailouts

  Rajiv Sethi Aug 19, 2010

News

Hong Kong property: Bubble, bubble, toil and trouble

Bank of New York Mellon  Neil Mellor Aug 19, 2010

News

Euro area investment fund statistics June 2010

ECB  Aug 18, 2010

Analysis

Mel Brooks and the bankers: When finance is built to fail

VoxEU  Thorvaldur Gylfason Aug 18, 2010

Analysis

Implementing a macroprudential framework: Blending boldness and realism

BIS  Aug 13, 2010

Analysis

On forbearance lending, bank bailouts, and distinguishing the walking wounded from the living dead

VoxEU  Max Bruche and Gerard Llobet i Codina Aug 17, 2010

Analysis

Ending boom and bust: The case for macroprudential instruments

Europe's World  Paul Tucker Spring 2010

Analysis

Iceland: Moody's - Negative outlook; 50 bp rate cut in August?

Arion Bank  Aug 17, 2010

Analysis

The Role of the State in Managing and Forestalling Systemic Financial Crises: Some Issues and Perspectives

ADBI  Charles Adams Aug 17, 2010

Opinions

‘True sovereigns’ immune from eurozone contagion

Financial Times  Steven Major Aug 16, 2010

Analysis

Hong Kong Sees Strong Q2 Economic Growth, Announces Measures Against Property Bubble Risk

Global Insight  Aug 16, 2010

Blogs

Banks’ exposure to Italy dwarfs risk from PIGS

Money Supply, Financial Times  Emma Saunders Aug 13, 2010

Analysis

Are macro-prudential policies prudent?

VoxEU  Gianluca Benigno and Huigang Chen et al Aug 16, 2010

News

In Stunning Decision, EU Orders Germany To Start Onboarding "Bad Debt" To Sovereign Balance Sheet: RBS, Fannie, Freddie Next?

Wall Street Journal  Aug 12, 2010

Analysis

The role of macroeconomic policies in the global crisis

Bank of Italy  Pietro Catte and Pietro Cova et al July 2010

Opinions

Whatever happened to the euro zone crisis?

Reuters  Paul Taylor Aug 09, 2010

Analysis

Debt and growth revisited

VoxEU  Carmen M. Reinhart and Kenneth Rogoff Aug 11, 2010

Opinions

The Fed’s QEII: What the pundits say

FT Alphaville  Aug 11, 2010

Research

The determinants of cross-border bank flows to emerging markets – new empirical evidence on the spread of financial crises

Deutsche Bundesbank  Sabine Herrmann and Dubravko Mihaljek Jul 30, 2010

Blogs

Fed's Total 2-10 Year UST Monetization Over Next 12 Months: $340 Billion

Bank of America via Zero Hedge  Aug 10, 2010

News

Coming up for air

The Economist  Aug 09, 2010

Analysis

A View from 2020: The Eurozone Break-Up of 2013

Morgan Stanley Global Economic Forum  Aug 09, 2010

Analysis

Fitch Affirms Romania at 'BB+'; Outlook Stable

Fitch Ratings (subscription may be required)  Aug 09, 2010

Analysis

Statistical needs emanating from the financial crisis and the ECB's initiatives for more comprehensive financial statistics

ECB  Steven Keuning Aug 04, 2010

Opinions

Court rulings put spotlight back on Saudi Arabia

The National  Frank Kane Aug 03, 2010

Analysis

Do middle-income countries continue to have the ability to deal with the global financial crisis ?

World Bank  Jul 01, 2010

Research

Can Cheap Credit Explain The Housing Boom?

  Edward L. Glaeser, Joseph Gyourko and Joshua D. Gottlieb Jul 28, 2010

Research

The role of macroeconomic policies in the global crisis

Bank of Italy  Pietro Catte, Ignazio Visco, Pietro Cova and Patrizio Pagano Aug 03, 2010

Blogs

Did Low Interest Rates Cause the Great Housing Convulsion?

New York Times Economix Blog  Edward Glaeser Aug 03, 2010

Blogs

Reckless Europe beats reckless America at property bubbles

Telegraph  Ambrose Evans-Pritchard Aug 03, 2010

News

Poland seen keeping A- rating, stable outlook-S&P

Reuters  Aug 03, 2010

News

Arbitration panel backs Argentina in TGS dispute

Reuters  Walter Bianchi Aug 01, 2010

Analysis

What do we know about the causes of the crisis?

VoxEU  Andrew K. Rose and Mark M. Spiegel Aug 02, 2010

Analysis

Spain: 2010 Article IV Consultation; Spain and the Global Financial Crisis | The Outlook: A Weak and Fragile Recovery | The Policy Agenda: Rebalancing the Economy and Boosting Confidence

IMF  Jul 30, 2010

Research

Sudden Stops, Output Drops, and Credit Collapses

IMF  Jihad Dagher July 2010

Research

The Cross-Country Incidence of the Global Crisis

IMF  Gian Maria Milesi-Ferretti and Philip R. Lane Jul 31, 2010

Analysis

U.S. Banks Stronger, Still Need More Capital

IMF  Jul 31, 2010

News

Helmerich reports 3Q loss on Venezuelan takeover

Bloomberg  TULSA and Okla Jul 30, 2010

Research

Multinational Banking in Europe: Financial Stability and Regulatory Implications Lessons from the Financial Crisis

CEPR  Giacomo Calzolari, Giorgio Barba Navaretti, Micol Levi and Alberto Pozzolo Jul 29, 2010

Blogs

Federal Debt and the Risk of a Financial Crisis

CBO Director's Blog  Jonathan Huntley Jul 27, 2010

Analysis

Just how risky are China’s housing markets?

VoxEU  Joseph Gyourko, Yongheng Deng and Jing Wu Jul 28, 2010

News

UAE: Some lenders question Dubai's shortfall guarantees

Reuters  Shaheen Pasha Jul 27, 2010

News

Portugal takes eurozone derivatives set-aside decision

Financial Times  Jul 28, 2010

Research

Are banks too big to fail or too big to save ? International evidence from equity prices and CDS spreads

World Bank  Harry Huizinga and Asli Demirguc-Kunt Jul 27, 2010

Research

The (sizable) Role of Rehypothecation in the Shadow Banking System

IMF  Manmohan Singh and James Aitken Jul 27, 2010

Research

Monetary Policy and Bank Risk Taking

IMF  Luc Laeven, Gianni De Nicolò, Fabian Valencia and Giovanni Dell’Ariccia Jul 27, 2010

Research

Russian fiscal policy during the financial crisis

Bank of Finland  Alexey A. Ponomarenko and Sergey A. Vlasov Jul 27, 2010

Research

Are the effects of fiscal changes different in times of crisis and non-crisis? The French Case

Bank of France  Gilles Dufrénot and Carine Bouthevillain Jul 27, 2010

Blogs

Australia - Let the Good Times Roll

Daily Reckoning  Dan Denning Jul 27, 2010

News

Too Cash-Strapped for a Boom: How Italy's Permanent Crisis Saved It from the Downturn

Spiegel  Fiona Ehlers, Marc Hujer and Beat Balzli Jul 27, 2010

News

Moody's places Budapest on review for possible downgrade

Budapest Business Journal  Jul 27, 2010

News

Yellen Says 4% Inflation Goal Would Be ‘Risky’

Bloomberg  Vivien Lou Chen Jul 26, 2010

Analysis

Financial stability challenges in EU candidate countries - Financial systems in the aftermath of the global crisis

ECB  Jul 26, 2010

Analysis

CEBS Stress Test Results, including press conference, Q&A, Summary report, Summary of the 91 bank-by-bank results, by country

CEBS Committee of European Banking Supervisors  Jul 23, 2010

Analysis

Republic of Latvia -- Letter of Intent and Technical Memorandum of Understanding, July 05, 2010

IMF  Jul 5, 2010

Blogs

Hungarian Government Communication on IMF: Confusing

Wall Street Journal  Margit Feher Jul 22, 2010

News

Eurozone data ease double-dip fears

Financial Times  Quentin Peel Jul 22, 2010

Research

EU fiscal consolidation after the financial crisis: Lessons from past experience

European Commission  Salvador Barrios, Sven Langedijk and Lucio Pench Jul 22, 2010

Analysis

EU Bank Stress Tests: More A Question of Funding Than Capital

FitchRatings (free registration)  James Longsdon and Bridget Gandy Jul 22, 2010

News

UAE: Dubai World ready to use tribunal for debt deal: source

Reuters  Nicolas Parasie and Amena Bakr Jul 22, 2010

News

Dubai World Begins to Present $23.5 Billion Restructuring Plan to 70 Banks

Bloomberg  Arif Sharif and Camilla Hall Jul 22, 2010

Systemic Risk, Vulnerabilities and Asset Bubbles Topic Pages:

Current Financial Crisis | Past Financial Crisis

RGE Global Outlook Update


Table of Contents


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


Global Issues
Growth & CPI | Commodities

Top 10 Most Read

1. Commodities: Ethanol/Gasoline Spread Collapses
2. U.S.: Devil in the Details; Canada: Start of the New Normal
3. Week Ahead (Week of September 6, 2010)
4. Japanese Bond Yields: How High Will They Go?
5. Eurozone Sovereign Spreads Widen Again: September Hurdles
6. The Big Picture: It Will Get Worse Before it Gets Better
7. Approaching a Dangerous Stall Speed
8. Taiwan's Export Growth Decelerates in August
9. Executive Summary: States of Flux: Stay Risk Averse
10. Australian Election: Labor Party to Form Minority Government


FEATURED ANALYSIS

Recent Articles:
Week Ahead (Week of September 6, 2010)

Brazil Ends Tightening; Mexico’s Inflation Improves

Brazil’s Industrial Output Disappoints; Dilma Favorite for Presidency

Week Ahead (Week of August 30, 2010)

Featured Critical Issue

Featured Briefing Image

Featured Analysis

China Focus: Inflation, Trade Tensions Heat Up

By Rachel Ziemba and Adam Wolfe Aug 06, 2010

“Despite the slowdown in recent months, the pace of Chinese growth will continue to frustrate U.S. policy makers, as China records yet another large trade surplus for July.”

Featured EconoMonitor Post

US EconoMonitor

On the Demand Side and the Supply Side: The Stimulus Debate

Models & Agents Sep 7, 2010

The flaming debate on how to steer the economy

[...]


FEATURED @ RGE

Bank Capital Requirements

Toward Basel III: Total Tier 1 And Tier 2 Capital Ratio To Be Set At 16%

Canada: Monetary Policy

Bank of Canada Hikes to 1%, But Is Wary About the Future

Sovereign Risk in the Eurozone

Is Ireland's Banking Crisis Manageable?

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

Rising Rents and Food Contributing to a Saudi Inflation Spike

Taiwan: External Accounts

Taiwan's Export Growth Decelerates in August

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