Independent research. Actionable insight.
Integrated analysis of macroeconomics, markets and policy.
Latest Research
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Asia/PacificAsia Macro Horizon: China’s Likely Export Improvement; BNM on Hold
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North AmericaMerely Good U.S. Jobs Report Leaves Fed on Hold in SeptemberBy Kevin Harris / Sep 04, 2015
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Western EuropeECB Review: As Dovish as it GetsBy Brunello Rosa, Michelle Tejada / Sep 03, 2015
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CommoditiesCommodities Crumble on Fear and FundamentalsBy Helen Henton / Sep 03, 2015
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EquityEM Equity Country Selection: September UpdateBy Mike Liu / Sep 03, 2015
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Western EuropeRiksbank Review: As Expected, Policy on Hold Amid Global UncertaintyBy Alex Waters / Sep 03, 2015
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Emerging MarketsEM FX: Mixed Fortunes Under Fed NormalizationBy Mike Liu, Rachel Ziemba / Sep 02, 2015
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North AmericaBank of Canada to Ease, but Not YetBy Kevin Harris / Sep 02, 2015
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Western EuropeNordic Nightmare Part 2: Containing RisksBy Alex Waters, Brunello Rosa / Sep 02, 2015
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North AmericaU.S. ISM Data a Red Flag for Manufacturing SectorBy Kevin Harris / Sep 01, 2015
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North AmericaCanadian GDP Down in Q2, but June Growth Was StrongBy Kevin Harris / Sep 01, 2015
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EuropeLower Oil Prices Do Not Mean Deeper Russia CrisisBy Mert Yildiz / Sep 01, 2015
Updates
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Conference CallReplay - Fed Update: See You in December
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Conference CallReplay - China: Trading Short-run Pain for Long-term GainBy Don Hanna, Roubini Research Team / Aug 26, 2015
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Press ReleaseNouriel Roubini: “Ratings agencies are no longer fit for purpose”Aug 11, 2015
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Conference CallReplay - China: The Lowdown on the SlowdownBy Don Hanna, Roubini Research Team / Jul 22, 2015
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Press ReleaseBarclays and Roubini Global Economics partner to launch family of tradable equity indicesJul 13, 2015
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Global OutlookOutlook Update: Hellenic Handbasket
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Global OutlookGlobal Overview: When Themes Come True
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MediaA Midsummer Night's Theme: Revisiting our 2015 ThemesBy Sheryl King / Jun 03, 2015
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Media‘Pots of Money Will Be Found’ for GreeceBy Nouriel Roubini / May 28, 2015
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MediaRioting is a Symptom of Economic InequalityMay 15, 2015
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MediaThe Art Market is ‘Shady’By Nouriel Roubini / May 15, 2015
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MediaThe sharp move in German bunds means...By Don Hanna / Apr 30, 2015
