4CAST RGE

Replay—Q2 Global Outlook: Wrestling the Bear

Markets are on the mend after a savage mauling, but the road ahead leads through tough terrain and dense fog. What should investors expect for the rest of 2016?

Meeting date:
March 9th, 2016
Start time:
08:00 AM EST
Duration:
1 Hour

OVERVIEW

In light of the publication of our Q2 Global Outlook, please join Nouriel Roubini and other members of the Roubini Research Team on March 9 to discuss the implications of the latest developments in the U.S., Europe, China and financial markets and their relevance to our 2016 global macro themes.

The call will focus on the following issues:

  • The Fed's balancing act: Though labor market activity is holding up, tight financial conditions will lead to disappointing growth and halting pace of policy normalization. What are the Fed's options?
  • The need for policy coordination: With financial market shocks growing in magnitude, global policy coordination is needed to avoid a global recession, but will that happen anytime soon?
  • Europe's existential crisis: The continent is being battered by a number of crises (with Brexit worries added to the long list), tightening financial conditions and weighing on growth and inflation. Can the EZ and EU survive?
  • Crouching tiger, collapsing growth? The Chinese authorities have been providing fiscal and monetary stimulus. How effective will this be and what impact will a rebalancing China have on its trading partners?
  • Oil-nomics: Our forecasts now suggest that, while the oil market surplus will narrow in H2, over-supply will persist throughout 2016. What are the implications for economies and financial assets?
  • Value in volatility: Which financial markets and asset classes are likely to remain resilient? How will this volatility feed back into growth?

To learn more about our 2016 global macro views ahead of the Q&A session, explore some of Roubini’s recent research:

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