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Finance and Banking

Can European Banks Support Growth?

By Jennifer Kapila Jan 16, 2013

Equity Strategy Weekly

Unanimous ECB Hold Boosts Risk Sentiment for Equities

By Ibrahim Gassambe Jan 14, 2013

Global Issues

Global Timeline

By the RGE Macro Strategy Team Jan 10, 2013

Europe Weekly

What Does the Election Have in Store for Italy and the Reform Agenda?

By Brunello Rosa, Rachel Ziemba, Parul Walia, Danya Li Churanek and Jennifer Hsieh Jan 4, 2013

Western Europe

Italian Elections: Competition Starts Heating Up

By Brunello Rosa Jan 4, 2013

Credit Dashboard

Credit Wrings Out a Bit More Performance in 2012

By David Nowakowski Dec 28, 2012

Europe Weekly

Help’s on the Way for Spain in 2013: Spain, Portugal, Sweden, Turkey Outlook Highlights

By David Nowakowski, Katharina Jungen, Sonal Badhan, Mikko Forss and Maya Senussi Dec 21, 2012

Conference Call

Eurozone Trip Report: Reduced Tail Risks; Recalcitrant Growth and Policy Obstacles

By Nouriel Roubini and the RGE Macro Strategy Team Dec 20, 2012

Global Economic Outlook

Spain Outlook: Help Is on the Way

By Megan Greene, Katharina Jungen, David Nowakowski and Jennifer Kapila Dec 18, 2012

Global Economic Outlook

Portugal Outlook: Ghost of Debt-Restructuring Lingers

By Sonal Badhan Dec 18, 2012

Europe Weekly

Lower Tail Risks Not Enough to Prevent a Eurozone Recession

By Nouriel Roubini, David Nowakowski and William Oman Dec 14, 2012

What's On Nouriel's Mind

Eurozone Trip Report, Part 2: Political and Policy Outlooks by Country

By Nouriel Roubini Dec 14, 2012

Global Economic Outlook

Ireland Outlook: The Best of the Worst, but Don’t Buy the Recovery Hype

By William Oman Dec 13, 2012

Global Economic Outlook

Eurozone Outlook: Reduced Tail Risks Not Enough to Avoid Recession

By Nouriel Roubini, David Nowakowski, Natalia Gurushina and Jennifer Kapila Dec 12, 2012

Global Economic Outlook

Greece Outlook: Fragility Amid OSI Carrots and Austerity and Reform Sticks

By Nouriel Roubini and David Nowakowski Dec 12, 2012

Central Bank Watch

European Central Bank: Proceeding Ever Cautiously

By William Oman Dec 12, 2012

Europe Weekly

Greece Now Less Likely to Exit in 2013

By Mark Willis, Ibrahim Gassambe, Jennifer Kapila, David Nowakowski, Parul Walia and the RGE Macro Strategy Team Dec 7, 2012

Global Economic Outlook

Italy Outlook: A Year of Living Dangerously

By Mark Willis, Ibrahim Gassambe, Jennifer Kapila and David Nowakowski Dec 5, 2012

Equity Strategy Weekly

2013 May Not Be the Quiet Harbor Equity Markets Hope For

By Ibrahim Gassambe Dec 4, 2012

Government Bonds/Interest Rates

Greece’s Generous Buyback

By David Nowakowski Dec 3, 2012

Commodities Weekly

Trading Precious Ratios: Platinum vs. Palladium vs. Gold

By Gary Clark Nov 30, 2012

Europe Weekly

An Alternative View of France′s Challenges

By William Oman, Megan Greene and Maya Senussi Nov 30, 2012

Conference Call

France and Italy Sovereign Risks vs. Returns: La Dolce Vita and Joie de Vivre

By the RGE Macro Strategy and Country Insights Teams Nov 29, 2012

Western Europe

France and Italy Sovereign Risks vs. Returns: La Dolce Vita and Joie de Vivre

By Paul Domjan, David Nowakowski, Ibrahim Gassambe, Jennifer Kapila, Evghenia Sleptsova and William Oman Nov 28, 2012

Western Europe

The Economist’s Portrait of France: Our Take Is Different

By William Oman Nov 27, 2012

Equity Strategy Weekly

All Eyes on Capitol Hill, as Optimism Boosts Equities

By Ibrahim Gassambe Nov 26, 2012

Europe Weekly

Greece Will Still Be Insolvent After a Bond Buyback, but Slightly Less So

By David Nowakowski, William Oman, Ibrahim Gassambe and Maya Senussi Nov 23, 2012

Government Bonds/Interest Rates

Greece Bond Buybacks Make Sense, but Won’t Prevent Another Default

By David Nowakowski Nov 21, 2012

Equity Strategy Weekly

Grab the Bulldog by The Tail: Tactically Upgrading UK Equities to Overweight

By Ibrahim Gassambe Nov 20, 2012

Europe Weekly

Eurozone Back in Recession

By Katharina Jungen, Jennifer Hsieh, William Oman, Megan Greene, Rachel Ziemba, Sonal Badhan and Mikko Forss Nov 16, 2012

Equity Strategy Weekly

Fiscal-Cliff Related Investment Taxes Put Markets On Edge

By Ibrahim Gassambe Nov 12, 2012

Eurozone Crisis Dashboard

Target2 Imbalances Moderate and ELA Increases in October

By William Oman Nov 9, 2012

Europe Weekly

Worsening EZ Core Conditions; ECB Stays on Hold

By Megan Greene, William Oman, Parul Walia, Maya Senussi and Mark Willis Nov 9, 2012

Western Europe

Reality Bites for the Eurozone Core

By Mark Willis Nov 8, 2012

Cross Asset Monthly

Commodities: Fundamentals Reign, but Macro Risks Are Supreme

By Gary Clark Nov 7, 2012

Equity Strategy Weekly

Policy Uncertainty Weighs on Equity Markets

By Ibrahim Gassambe Nov 6, 2012

Europe Weekly

RGE’s New Eurozone Scenarios and ECB Forecast

By Megan Greene, William Oman, Mark Willis, Rini Sen, Maya Senussi and Mikko Forss Nov 2, 2012

Eurozone Crisis Dashboard

Fragmentation of EZ Financial Markets Declines, but Remains Elevated

By William Oman Nov 1, 2012

Central Bank Watch

Overview: Will Central Banks Be Fooled by Another Inflation Red Herring?

By Michael Manetta Oct 31, 2012

Western Europe

Italy’s Ongoing Political Rollercoaster

By Mark Willis Oct 31, 2012

Monetary Policy and Inflation

ECB Meeting Preview: No Rate Cut

By William Oman Oct 31, 2012

Credit Dashboard

October Brings More Treats Than Tricks for Credit

By David Nowakowski Oct 30, 2012

Central Bank Watch

European Central Bank: Keeping the Powder Dry

By William Oman Oct 30, 2012

Europe Weekly

Eurozone PMIs Signal a Recession Gathering Pace

By William Oman, Mikko Forss, Maya Senussi and Mark Willis Oct 26, 2012

Eurozone Crisis Dashboard

Liquidity Conditions Improve in the Eurozone

By William Oman Oct 25, 2012

What's On Nouriel's Mind

Are Tail Risks Abating or Amplifying? Optimists and Realists Face Off

By Nouriel Roubini Oct 25, 2012

What's On Nouriel's Mind

The Great Divide in Tokyo: Monetary and Fiscal Policy Views at IMF Meetings

By Nouriel Roubini Oct 23, 2012

Interest Rate Dashboard

Data Slowly Turning Upward, But Rates Unresponsive (So Far)

By David Nowakowski Oct 23, 2012

Finance and Banking

Financial Spillovers from EZ to UK: Are Banks the New English Channel?

By Parul Walia and Maria Alejandra Oltra Oct 23, 2012

Europe Weekly

EU Summit: Questions Remain on Banking Union

By Megan Greene, William Oman, Petar Atanasov, Jelena Vukotic, Danya Li Churanek and Mark Willis Oct 19, 2012

Western Europe

EU Summit Leaves Unanswered Questions on Banking Union

By Megan Greene Oct 19, 2012

Eurozone Crisis Dashboard

EZ Periphery Liquidity Conditions Stable

By William Oman Oct 18, 2012

Western Europe

Eurozone Inflation: Whither Adjustment?

By Mark Willis and William Oman Oct 17, 2012

Equity Strategy Weekly

Earnings Season: Guidance Really Matters

By Ibrahim Gassambe Oct 16, 2012

Western Europe

Consensus in the Eurozone Core?

By Mikko Forss and Mark Willis Oct 12, 2012

Eurozone Crisis Dashboard

EZ Periphery Liquidity Conditions Improve; Capital Flight Abates

By William Oman Oct 12, 2012

Government Bonds/Interest Rates

Follow the Money: Capital Flight in the Eurozone

By David Nowakowski Oct 10, 2012

Western Europe

Potential Triggers to Undermine OMT Euphoria

By Megan Greene Oct 8, 2012

Europe Weekly

France’s 2013 Budget—Ushering in Recession

By William Oman, Megan Greene, Jennifer Kapila, Jelena Vukotic, Danya Li Churanek and Mark Willis Oct 5, 2012

Western Europe

ECB Disappoints With OMT Clarification and Greek Debt Decision

By William Oman and Megan Greene Oct 4, 2012

Eurozone Crisis Dashboard

Mixed Signals in EZ Liquidity Conditions Again

By William Oman Oct 4, 2012

Cross Asset Monthly

Government Bonds/Rates: Central Bank Oxygen Versus Fiscal Asphyxiation

By David Nowakowski Oct 4, 2012

Western Europe

France’s 2013 Budget: Ushering in Recession

By William Oman Oct 4, 2012

Government Bonds/Interest Rates

Eurozone Capital Flight Only Beginning

By David Nowakowski Oct 3, 2012

Finance and Banking

EZ Bank Deleveraging: Long Contraction Ahead

By Jennifer Kapila, Parul Walia, Francis Hui, William Oman and Elisa Parisi-Capone Oct 2, 2012

Finance and Banking

Spanish Bank Stress Test: A Disappearing Act in Progress

By Jennifer Kapila Oct 2, 2012

Interest Rate Dashboard

Great Expectations of Reflation

By David Nowakowski Sep 27, 2012

Eurozone Crisis Dashboard

EZ Liquidity Conditions Continue to Improve—With ELA Caveat

By William Oman Sep 27, 2012

What's On Nouriel's Mind

Europe Trip Report: The Train Wreck May Have Only Been Delayed

By Nouriel Roubini Sep 24, 2012

Eurozone Crisis Dashboard

EZ Data Point to Improved Liquidity Conditions

By William Oman Sep 21, 2012

Europe Weekly

Eurozone Heading Back Into Recession in Q3

By Elisa Parisi-Capone, Jelena Vukotic and Mark Willis Sep 21, 2012

Central Bank Watch

European Central Bank: Rate Cut Delayed, But Still On the Table

By Elisa Parisi-Capone Sep 20, 2012

Global Economic Outlook

Portugal Outlook: Bailout Extension Ahead

By Elisa Parisi-Capone Sep 14, 2012

Global Economic Outlook

Eurozone Outlook: Crisis Begins to Hit the Core

By Megan Greene, Natalia Gurushina, David Nowakowski, Ibrahim Gassambe and Jennifer Kapila Sep 14, 2012

Eurozone Crisis Dashboard

EZ Liquidity Conditions Stable

By William Oman Sep 13, 2012

Scenario Analysis

Italy Scenario Analysis: Ending la Dolce Vita

By Katharina Jungen, Mark Willis, Jennifer Kapila, David Nowakowski and William Oman Sep 12, 2012

Global Economic Outlook

France Outlook: Fiscal Challenges Ahead

By Mark Willis, Jennifer Kapila and Ibrahim Gassambe Sep 12, 2012

Global Economic Outlook

Spain Outlook: Bailout Around the Corner

By Elisa Parisi-Capone, David Nowakowski, Jennifer Kapila, Ibrahim Gassambe Sep 10, 2012

Global Economic Outlook

Germany Outlook: Reality Bites

By Mark Willis, Jennifer Kapila and Ibrahim Gassambe Sep 7, 2012

Europe Weekly

ECB Acts: Game-Changer or Not?

By Elisa Parisi-Capone, David Nowakowski, Parul Walia, Sonal Badhan, Alex Etra, Mikko Forss and Jelena Vukotic Sep 7, 2012

Eurozone Crisis Dashboard

Mixed Signals on EZ Liquidity Conditions, Capital Flight Picks Up Again

By William Oman Sep 6, 2012

Global Economic Outlook

Italy Outlook: Political Instability Ahead

By Mark Willis, David Nowakowski and Jennifer Kapila Sep 6, 2012

Conference Call

ECB Pending Actions

By Nouriel Roubini and the RGE Western Europe Analyst Team Sep 6, 2012

Government Bonds/Interest Rates

How Can the ECB Address Concerns on Seniority?

By David Nowakowski Sep 5, 2012

Western Europe

Foreign Tourism Flat in Italy, Rebounding in Spain—A Competitiveness Edge?

By Sonal Badhan and Alex Etra Sep 5, 2012

Global Economic Outlook

Greece Outlook: More Austerity Up Ahead

By Megan Greene Sep 5, 2012

Eurozone Crisis Dashboard

EZ Bank Data Show Accelerating Retail Deposit Flight From Spain

By William Oman Aug 30, 2012

Central Bank Watch

European Central Bank: Readying the ECB Intervention Plan

By Elisa Parisi-Capone Aug 20, 2012

Europe Weekly

The UK’s Growing Euro-Skepticism and Prospects for an EU Referendum

By Parul Walia, Mikko Forss, Jelena Vukotic and Sonal Badhan Aug 17, 2012

Global Economic Outlook

Ireland Outlook: Not Out of the Woods

By William Oman Aug 16, 2012

Eurozone Crisis Dashboard

EZ Liquidity Conditions Broadly Stable

By William Oman Aug 16, 2012

Western Europe

Is There an EZ Way to Leverage the ESM? Nein!

By Megan Greene and David Nowakowski Aug 14, 2012

What's On Nouriel's Mind

Europe Trip Report: EZ Fusion=EU-UK Fission

By Nouriel Roubini and Arnab Das Aug 14, 2012

Europe Weekly

The European Drama Ahead in September

By Megan Greene, Elisa Parisi-Capone, Jelena Vukotic and Rachel Ziemba Aug 10, 2012

Eurozone Crisis Dashboard

EZ Liquidity Conditions Improve Marginally

By William Oman Aug 9, 2012

Conference Call

From Outside Looking In, and Inside Looking Out, EZ Crisis Churns On

By Nouriel Roubini and the RGE Western Europe Analyst Team Aug 9, 2012

What's On Nouriel's Mind

Europe Trip Report: Policy Makers’ Next Moves Could Make or Break the Union

By Nouriel Roubini Aug 9, 2012

Western Europe

French Housing Market: Fragile, Handle With Care

By David Nowakowski and William Oman Aug 7, 2012

Europe Weekly

ECB Bond Purchase Plan Offers a Glimmer of Light, Dimmed by Bundesbank Dissent

By Elisa Parisi-Capone, Mikko Forss, Jelena Vukotic and Rachel Ziemba Aug 3, 2012

Eurozone Crisis Dashboard

Capital Flight out of EZ Continues

By William Oman Aug 2, 2012

What's On Nouriel's Mind

Time for the ECB to Put Up or Shut Up

By Nouriel Roubini Aug 1, 2012

Conference Call

How Fast is The EZ Unraveling?

By Nouriel Roubini and the RGE Western Europe Analyst Team Aug 1, 2012

Monetary Policy and Inflation

Will Draghi Put His Money Where His Mouth Is?

By Megan Greene, William Oman, David Nowakowski, Elisa Parisi-Capone and Natalia Gurushina Jul 31, 2012

Monetary Policy and Inflation

What Next for ECB Policy in a Financially Fragmented Eurozone?

By Elisa Parisi-Capone Jul 30, 2012

Europe Weekly

ECB August 2 Meeting Preview

By Elisa Parisi-Capone, Parul Walia, Rachel Ziemba, Jelena Vukotic, Danya Li Churanek and Mark Willis Jul 27, 2012

Eurozone Crisis Dashboard

EZ Liquidity Conditions Stabilize

By William Oman Jul 26, 2012

Europe Weekly

German Parliament Approves Aid for Spanish Banking Sector

By Katharina Jungen, Mark Willis, Parul Walia and Jelena Vukotic Jul 20, 2012

Western Europe

Political Instability Remains Italy’s Curse

By Mark Willis and Nouriel Roubini Jul 19, 2012

Eurozone Crisis Dashboard

ECB Liabilities to Non-EA Residents Show Intensifying Capital Flight

By William Oman Jul 19, 2012

Conference Call

On the Brink: The Next Policy Move for the EZ

By Nouriel Roubini Jul 19, 2012

Central Bank Watch

Overview: Disinflation Is Here; Could Deflation Be Next?

By Michael Manetta Jul 18, 2012

Central Bank Watch

European Central Bank: Not Done Cutting

By Elisa Parisi-Capone Jul 18, 2012

The Big Picture

A Global Fallacy of Composition: Goldilocks to Humpty Dumpty

By Arnab Das Jul 17, 2012

Europe Weekly

Will the German Constitutional Court Block the ESM?

By Katharina Jungen, Elisa Parisi-Capone, Rachel Ziemba and Jennifer Hsieh Jul 13, 2012

What's On Nouriel's Mind

Political and Policy Imperatives in Italy and France: Risky Road Ahead

By Nouriel Roubini Jul 12, 2012

What's On Nouriel's Mind

After the Summit: Takeaways From Policy Meetings in the Eurozone

By Nouriel Roubini Jul 11, 2012

Eurozone Crisis Dashboard

Indicators Point to Stabilization in Liquidity Needs

By William Oman Jul 11, 2012

Conference Call

France—Au Revoir Euro?

By the RGE Europe Analyst Team Jul 11, 2012

Crisis Watch

Finland and the Eurozone: Should I Stay or Should I Go?

By Mikko Forss Jul 9, 2012

Europe Weekly

France Puts Tough Choices on Hold

By Mark Willis, Mikko Forss, Jelena Vukotic, Rachel Ziemba and William Oman Jul 6, 2012

Central Bank Watch

European Central Bank: Heading to a Record Low?

By Elisa Parisi-Capone Jul 3, 2012

Scenario Analysis

France Scenario Analysis: Au Revoir Euro?

By Mark Willis, Katharina Jungen, Jennifer Kapila, David Nowakowski and William Oman Jul 2, 2012

Europe Weekly

EU Summit: Round One Buys Time, but Much More Needed

By Megan Greene, Elisa Parisi-Capone, Mark Willis, Jelena Vukotic and Katharina Jungen Jun 29, 2012

Western Europe

EU Summit: Progress, but Much More Needed

By Megan Greene Jun 29, 2012

Eurozone Crisis Dashboard

Reliance on MRO Liquidity Increases

By William Oman Jun 27, 2012

Crisis Watch

Eurozone Summit Preview: Don’t Expect Any Bold Moves

By Katharina Jungen Jun 26, 2012

What's On Nouriel's Mind

Who Will Exit First? Grexit, Fixit, Quitaly, Going Dutch or a German D-Euro?

By Nouriel Roubini Jun 26, 2012

The Big Picture

EZ (Dis-)Union: Half-Way House or Half-Baked Idea?

By Arnab Das Jun 22, 2012

Europe Weekly

Contextualizing the Latest Wave of Spanish Stress Tests

By William Oman, Parul Walia, Jennifer Kapila, Natalia Gurushina, Mikko Forss, Jelena Vukotic and Mark Willis Jun 22, 2012

Eurozone Crisis Dashboard

SMP Remains Closed, Amount Outstanding Falls by €1.3 Billion

By William Oman Jun 21, 2012

Western Europe

Eurozone Financial Conditions: Stress Unabated

By Dev Ashish and Elisa Parisi-Capone Jun 20, 2012

What's On Nouriel's Mind

Options for Italy and Spain After the Greek Elections

By Nouriel Roubini Jun 19, 2012

Credit Dashboard

Spreads Under Pressure, Europe Watches Soccer

By David Nowakowski Jun 19, 2012

Government Bonds/Interest Rates

7% or Bust—Can Spain Live With Higher Yields?

By David Nowakowski Jun 18, 2012

Western Europe

New Democracy Wins in Greece: Not Such Good News After All?

By Megan Greene Jun 17, 2012

Scenario Analysis

A Menu of Eurozone Policy Options

By Jennifer Kapila, Elisa Parisi-Capone, David Nowakowski and Megan Greene Jun 15, 2012

Europe Weekly

Global Contagion Watch: G20 Ready to Act After Greek Elections

By Elisa Parisi-Capone, Rachel Ziemba, Rini Sen and Petar Atanasov Jun 15, 2012

Economic Research

Eurozone Crisis Dashboard: ECB Opts Not to Reopen SMP

By William Oman Jun 14, 2012

Economic Research

It’s EZ: Hang Together or Hang Separately

By Christian Menegatti Jun 13, 2012

Equity Strategy Weekly

Attractive Cross-Asset Hedges for EZ Tail Risks

By Ibrahim Gassambe and Ezequiel Zambaglione Jun 13, 2012

What's On Nouriel's Mind

Searching for Common Ground: Policy Meetings With ECB and EZ Leaders

By Nouriel Roubini Jun 13, 2012

Economic Research

Silent Run in EZ Cannot Be Ignored by Germany Any Longer

By Niall Ferguson and Nouriel Roubini Jun 9, 2012

Economic Research

Eurozone Crisis Dashboard: ECB Action 'Temporary, Not Infinite'

By William Oman Jun 8, 2012

Europe Weekly

ECB Keeps Up the Pressure on Eurozone Politicians

By Elisa Parisi-Capone, Jelena Vukotic, Mikko Forss, Parul Walia and Mark Willis Jun 8, 2012

The Big Picture

Desperately Seeking Safe Harbors in EZ Difficulties

By Arnab Das Jun 6, 2012

Global Economic Outlook

Ireland Outlook: Recession Continues

By William Oman Jun 6, 2012

Global Economic Outlook

Greece Outlook: A Game of Chicken

By Megan Greene Jun 5, 2012

Global Economic Outlook

Portugal Outlook: Nowhere to Hide

By Elisa Parisi-Capone Jun 5, 2012

What's On Nouriel's Mind

2013 Could Batter Markets With a Perfect Storm

By Nouriel Roubini Jun 5, 2012

Europe Weekly

EZ Crisis Drives Scandinavian Monetary Policy; Negative Rates Ahead in Denmark

By Mikko Forss, Jelena Vukotic, Maya Senussi, William Oman and Mark Willis Jun 1, 2012

Global Economic Outlook

Eurozone Outlook: Moving Closer to the Edge

By Megan Greene, Jennifer Kapila, David Nowakowski, Ibrahim Gassambe and Natalia Gurushina May 31, 2012

Market Strategy

Eurozone Crisis Dashboard—LTRO Effects Continue to Recede

By Sehaj Malik May 30, 2012

Global Economic Outlook

Italy Outlook: Reform Agenda Stalls Amid Deepening Recession

By Mark Willis, Jennifer Kapila, David Nowakowski and Ibrahim Gassambe May 30, 2012

Global Economic Outlook

France Outlook: New President, Same Challenges

By Mark Willis, Jennifer Kapila and David Nowakowski May 29, 2012

Central Bank Watch

European Central Bank: Still Likely to Cut in June

By Elisa Parisi-Capone May 29, 2012

Global Economic Outlook

Germany Outlook: Private Consumption to Drive Economic Growth

By Katharina Jungen and David Nowakowski May 28, 2012

Europe Weekly

ECB Rate Path Update

By Katharina Jungen, Elisa Parisi-Capone, Parul Walia, Rachel Ziemba, Mark Willis and Debraj Bagchi May 25, 2012

Global Economic Outlook

Spain Outlook: Bailout Ahead

By Katharina Jungen and Jennifer Kapila May 25, 2012

Economic Research

Eurozone Policy Responses: The Next Steps

By Megan Greene, Katharina Jungen and Elisa Parisi-Capone May 21, 2012

What's On Nouriel's Mind

A Growth Compact—A 12-Point Plan to Jump-Start Eurozone Growth

By Nouriel Roubini May 21, 2012

Europe Weekly

Eurozone Avoids a Technical Recession, Propped Up by Germany

By Katharina Jungen, Parul Walia, Jelena Vukotic, Mikko Forss and Mark Willis May 18, 2012

What's On Nouriel's Mind

Greece Should Default and Exit the Eurozone Through an Orderly Divorce Process

By Nouriel Roubini May 14, 2012

Economic Research

No End in Sight for Greek Political Instability

By Megan Greene May 11, 2012

Europe Weekly

France—What Next?

By Elisa Parisi-Capone, Mark Willis, Jelena Vukotic and Parul Walia May 11, 2012

Market Strategy

Macro and Market Outlook: May 2012

By the RGE Economic Research and Market Strategy Teams May 7, 2012

Economic Research

Spain Scenarios: Bring on the Bailout

By Megan Greene, Katharina Jungen, Jennifer Kapila and David Nowakowski May 4, 2012

Europe Weekly

Austerity Pressures European Politicians, Undermines Policy Responses

By Katharina Jungen, Mark Willis, Megan Greene, Jelena Vukotic, Elisa Parisi-Capone, Mikko Forss and Rachel Ziemba May 4, 2012

What's On Nouriel's Mind

12 Drivers of the Eurozone’s Slow-Motion Train Wreck

By Nouriel Roubini May 1, 2012

Economic Research

France: The Perils of Procrastination

By Mark Willis Apr 30, 2012

Conference Call

Conference Call Replay: The IMF and Spain—How to Keep the Elephant in the Room From Getting Shot?

By Nouriel Roubini and the RGE Western Europe Team Apr 30, 2012

Europe Weekly

Goodbye Fiscal Compact, Hello Growth Agenda?

By Katharina Jungen, Parul Walia, Mark Willis, Jelena Vukotic and William Oman Apr 27, 2012

Economic Research

The EZ Balance of Payments Crisis: TARGET2 Debate Revisited

By Elisa Parisi-Capone Apr 26, 2012

Economic Research

All Washed Up in Washington: Key Takeaways From an Unscripted IMF Spring Meeting

By Nouriel Roubini, Arnab Das, Christian Menegatti and Megan Greene Apr 24, 2012

Europe Weekly

Honeymoon Period Over for Italy's Government

By Mark Willis, Jelena Vukotic, Maya Senussi and Rini Sen Apr 20, 2012

Central Bank Watch

European Central Bank: Action Likely in June

By Elisa Parisi-Capone Apr 19, 2012

Economic Research

The EZ Crisis Resumes: What Are the ECB’s Options?

By Elisa Parisi-Capone Apr 19, 2012

Economic Research

A Strategic Oil Reserve Release Can’t Save Us From High Prices

By Gary Clark Apr 18, 2012

Economic Research

Ireland’s Promissory Notes Deal Misses Bigger Picture

By William Oman and Megan Greene Apr 18, 2012

What's On Nouriel's Mind

Where Are the H2 Growth Drivers?

By Nouriel Roubini Apr 18, 2012

Asia Weekly

No EZ Solution to Weak Asian Exports

By Michael Manetta, Kunal Kumar Kundu, Ayoti Mittra and Adam Wolfe Apr 12, 2012

Market Strategy

Finance and Banking Monthly: The Evolution of Financial Subordinated Debt

By Jennifer Kapila and David Nowakowski Apr 12, 2012

What's On Nouriel's Mind

The Eurozone Needs More Than Austerity to Restore Growth

By Nouriel Roubini Apr 12, 2012

Economic Research

Spain vs. Italy: Who Will Need Rescuing First?

By Katharina Jungen, Mark Willis and Jennifer Kapila Apr 11, 2012

Economic Research

How to Achieve an Amicable EZ Divorce

By Arnab Das and Nouriel Roubini Apr 2, 2012

Economic Research

A Glossary of Crisis Programs

By David Nowakowski and Tsolmon Enkhbayar Mar 30, 2012

Europe Weekly

Eurozone Firewall—Less Powerful Than the Headline Figure Suggests

By Katharina Jungen, Elisa Parisi-Capone, Mark Willis and Jelena Vukotic Mar 30, 2012

Economic Research

Europe’s Fiscal Compact: Dead Man Walking

By Megan Greene and Mark Willis Mar 27, 2012

Global Economic Outlook

Global Overview: Better, but No Cigar

By Christian Menegatti, Rachel Ziemba and Nouriel Roubini Mar 23, 2012

Europe Weekly

UK Budget—Too Optimistic on Growth and Trade

By Parul Walia, Elisa Parisi-Capone, Rachel Ziemba, and Jelena Vukotic Mar 23, 2012

Europe Weekly

EZ, UK, Portugal, Turkey, Nordics and Spain Outlook Highlights

By Megan Greene, Parul Walia, Elisa Parisi-Capone, Maya Senussi, Mikko Forss, Katharina Jungen, and Mark Willis Mar 16, 2012

Conference Call

Conference Call Replay: EZ Political Risks—Policy and Economic Implications; Navigating Stormy Waters

By the RGE Economic Research and Market Strategy Teams Mar 13, 2012

Europe Weekly

Green Light for Greek PSI Deal, but More Debt Relief Needed

By Katharina Jungen, David Nowakowski, Elisa Parisi-Capone, Jelena Vukotic, Mark Willis, Mikko Forss and William Oman Mar 9, 2012

Central Bank Watch

Norges Bank: Mimicking the ECB

By Mikko Forss Mar 8, 2012

Global Economic Outlook

Portugal Outlook: Heading for a Restructuring

By Elisa Parisi-Capone Mar 7, 2012

Global Economic Outlook

Ireland Outlook Update: Weaker Exports to Hurt Growth

By Megan Greene and William Oman Mar 7, 2012

Global Economic Outlook

Italy Outlook: Monti’s Reforms Do Not Alter Short-Term Growth Prospects

By Mark Willis Mar 7, 2012

What's On Nouriel's Mind

A Sweet Greek PSI Deal Transfers the Bulk of Future Losses to the Official Sector

By Nouriel Roubini Mar 6, 2012

Global Economic Outlook

France Outlook: Keeping Its Head Above Water

By Mark Willis Mar 6, 2012

Global Economic Outlook

Spain Outlook: Sharp, Multiyear Recession Ahead

By Katharina Jungen Mar 6, 2012

Global Economic Outlook

Germany Outlook: Bright Domestic Demand Prospects

By Katharina Jungen Mar 6, 2012

Global Economic Outlook

Eurozone Outlook: Recession Hits, ECB Buys Time

By Megan Greene Mar 5, 2012

Global Economic Outlook

Greece Outlook: Immediate Disaster Thwarted, Growth Prospects Still Grim

By Megan Greene Mar 5, 2012

Economic Research

EZ Endgames: Timing Is Everything

By Megan Greene, Elisa Parisi-Capone, Katharina Jungen and Mark Willis Mar 2, 2012

Central Bank Watch

European Central Bank: Two LTROs Look Like Enough

By Elisa Parisi-Capone Mar 2, 2012

Europe Weekly

Three-Year LTROs: It Was Fun While It Lasted

By Elisa Parisi-Capone, Mark Willis, Jelena Vukotic and Katharina Jungen Mar 2, 2012

Market Strategy

Greek Exchange: A New Paradigm for European Sovereign Debt

By David Nowakowski Feb 29, 2012

Economic Research

The Second 3y LTRO—Spain and Italy to Double Down?

By Elisa Parisi-Capone and Jennifer Kapila Feb 28, 2012

Europe Weekly

EZ Fundamentals Stuck in the Mire Amid Worries Over Bigger Firewall

By Katharina Jungen, Mikko Forss, Rachel Ziemba, Parul Walia and Mark Willis Feb 24, 2012

Economic Research

On Life Support, for Now: A Greek Trip Report

By Megan Greene Feb 20, 2012

Europe Weekly

European Growth: Reading the Tea Leaves

By Elisa Parisi-Capone, Mark Willis, Jelena Vukotic , Parul Walia, Sehaj Malik, Maya Senussi and Mikko Forss Feb 17, 2012

What's On Nouriel's Mind

Why I’m Still Bearish

By Nouriel Roubini Feb 14, 2012

Economic Research

EZ Election 2012/13 Special: National Politics and the European Debt Crisis

By Katharina Jungen and Mark Willis Feb 13, 2012

Europe Weekly

ECB Rate Cuts Delayed; Greek Deadline Worries; Turkish Credit Drought; Russian Disinflation Drivers; EZ Calendar

By Elisa Parisi-Capone, Megan Greene, Rachel Ziemba, Maya Senussi, Mark Willis and Katharina Jungen Feb 10, 2012

Central Bank Watch

European Central Bank: The Impact of the First LTRO

By Elisa Parisi-Capone Feb 9, 2012

What's On Nouriel's Mind

A Download From Davos’s Dystopia

By Nouriel Roubini Feb 8, 2012

What's On Nouriel's Mind

Takeaways From Policy Meetings in Europe

By Nouriel Roubini Feb 7, 2012

Market Strategy

The Day After Tomorrow: With or Without Europe

By Ibrahim Gassambe Feb 6, 2012

Europe Weekly

ECB Meeting Preview; Italian Economic Headwinds; UK Manufacturing; Romanian Politics; EZ Calendar

By Elisa Parisi-Capone, Mark Willis, Parul Walia, Jelena Vukotic, Jennifer Hsieh and Katharina Jungen Feb 3, 2012

Economic Research

EZ Divorce: Executive Summary

By Arnab Das Jan 31, 2012

Economic Research

EZ Divorce: The Legislative Phase—Contracts, Jurisdictions

By Elisa Parisi-Capone Jan 31, 2012

Economic Research

EZ Divorce: Implementation Phase—Macroeconomic Management of EZ Exits

By Megan Greene and Katharina Jungen Jan 31, 2012

Economic Research

EZ Divorce: Financial and Real-Economy Impact—Capital Markets

By David Nowakowski Jan 31, 2012

Economic Research

EZ Divorce: Financial and Real-Economy Impact—The Real Economy

By Megan Greene and Mark Willis Jan 31, 2012

Economic Research

EZ Divorce: Lessons of the Past for Those Who Make EZ History

By William Oman Jan 31, 2012

Economic Research

A How-to Manual for an Amicable EZ Divorce

By the RGE Market Strategy and Economic Research Teams Jan 31, 2012

Economic Research

German Proposal May Accelerate Greek EZ Exit

By Megan Greene Jan 30, 2012

Economic Research

EZ State of Play: Another Summit, No More Answers

By Megan Greene Jan 27, 2012

Europe Weekly

Greek PSI and the ECB; EZ Yield Curves; EZ PMIs; UK Double Dip; Hungarian Monetary Policy; EZ Calendar

By Elisa Parisi-Capone, Mikko Forss, Parul Walia, Jelena Vukotic, William Oman, Katharina Jungen and Mark Willis Jan 27, 2012

Conference Call

Conference Call Replay: EZ State of Play—Another Summit, More Skepticism

By Megan Greene and the RGE Economic Research and Market Strategy Teams Jan 27, 2012

Market Strategy

LTROs: Where to Next?

By Jennifer Kapila Jan 25, 2012

Economic Research

Mortgage Relief in Ireland and the U.S.: Crucial But Lacking

By William Oman Jan 23, 2012

Europe Weekly

Reassessing the EFSF; Hungarian Politics; Turkish Fiscal Policy; EZ Calendar

By Elisa Parisi Capone, Maya Senussi, Jennifer Hsieh, Mark Willis and Katharina Jungen Jan 20, 2012

What's On Nouriel's Mind

The Deteriorating Economic Outlook for the Eurozone

By Nouriel Roubini Jan 17, 2012

Europe Weekly

German Slump; French, Finnish Elections; Eastern Europe Monetary Policy; EZ Calendar

By Katharina Jungen, Jelena Vukotic, Mikko Forss and Mark Willis Jan 13, 2012

Economic Research

German CDU's European Roadmap Revisited: EMU Exit Clause in the Cards?

By Elisa Parisi-Capone Jan 9, 2012

Europe Weekly

ECB Meeting Preview; Spain’s Crucial Fiscal Consolidation; Hungary Risks; Turkish Monetary Policy; EZ Calendar

By Katharina Jungen, Elisa Parisi-Capone, Jelena Vukotic and Maya Senussi Jan 6, 2012

Economic Research

Upside Risks to 2012

By Rachel Ziemba, Prajakta Bhide, Shelley Goldberg, Juan Lorenzo Maldonado, Michael Manetta, Christian Menegatti, Elisa Parisi-Capone and Adam Wolfe Jan 5, 2012

Economic Research

Ireland: Still a Model Student?

By Megan Greene and Mark Willis Dec 26, 2011

Europe Weekly

EZ Pitfalls in 2012; Italian GDP; New Spanish Government; Swedish Monetary Policy; Hungarian, Polish Banks; EZ Calendar

By Katharina Jungen, Megan Greene, Mark Willis, Mikko Forss, Jelena Vukotic and Danya Li Churanek Dec 23, 2011

Economic Research

Will the Three-Year LTRO Reignite the Sovereign Bond Carry Trade?

By Megan Greene and Elisa Parisi-Capone Dec 21, 2011

Economic Research

EZ vs. U.S. Recessions—This Time Is Different

By Mikko Forss Dec 19, 2011

Economic Research

PSI for Greece: Deal or No Deal?

By Megan Greene Dec 19, 2011

Economic Research

Across the Moat: Bank of England Evaluates Eurozone Threat

By Parul Walia and David Nowakowski Dec 16, 2011

Europe Weekly

EU Summit Special: Ratification Risks; UK Veto; IMF Fire Power; EZ Calendar

By Katharina Jungen, Elisa Parisi-Capone, Mark Willis, Mikko Forss and Jelena Vukotic Dec 16, 2011

Central Bank Watch

Overview: Central Bank on Wire

By Michael Manetta and the RGE Economic Research Team Dec 15, 2011

Central Bank Watch

European Central Bank: December Update

By Elisa Parisi-Capone Dec 15, 2011

Global Economic Outlook

Greece Outlook: Bailout Makes Everything Worse

By Megan Greene Dec 13, 2011

Market Strategy

European Banks: Waiting for Sovereigns

By Jennifer Kapila Dec 12, 2011

Economic Research

EU Summit: Can Successfully Kicked, but No One Too Impressed

By Megan Greene Dec 12, 2011

Global Economic Outlook

Outlook Overview: No Such Thing as a Free Lunch

By Christian Menegatti, Rachel Ziemba and Nouriel Roubini Dec 11, 2011

Europe Weekly

ECB Meeting; EZ Crisis Impact on UK; Russian Elections; Turkish Inflation; Italian Fiscal Austerity; EZ Calendar

By Elisa Parisi-Capone, Parul Walia, Tetiana Sears, Maya Senussi and Mark Willis Dec 9, 2011

Global Economic Outlook

Portugal Outlook: Restructuring Down the Line

By Elisa Parisi-Capone Dec 9, 2011

Global Economic Outlook

Italy Outlook: Prolonged Recession Ahead

By Mark Willis Dec 9, 2011

Economic Research

What to Expect at the EU Summit Tomorrow: More Can-Kicking

By Megan Greene Dec 8, 2011

Economic Research

ECB to the Rescue—Before and After December 9

By Elisa Parisi-Capone Dec 7, 2011

Economic Research

France, Belgium and Austria in Eurozone Purgatory…For Now

By Katharina Jungen and Mark Willis Dec 7, 2011

Global Economic Outlook

France Outlook: Deleveraging Weighs on Domestic Demand

By Mark Willis Dec 7, 2011

Economic Research

EZ Rescue: Show Me the Money! Can You?

By Nouriel Roubini Dec 6, 2011

Global Economic Outlook

Ireland Outlook: Outperforming the Eurozone

By Megan Greene Dec 6, 2011

Global Economic Outlook

Spain Outlook: The Worst Is Yet to Come

By Katharina Jungen Dec 5, 2011

Global Economic Outlook

Eurozone Outlook: Recession Hits

By Megan Greene Dec 5, 2011

Global Economic Outlook

Germany Outlook: Stagnation in 2012, Recession in 2013

By Katharina Jungen Dec 5, 2011

Europe Weekly

German, Global Central Bank, ECB Moves to Solve EZ Crisis; EZ Yield Curves; Hungarian Monetary Policy; Scandinavian Growth; EZ Calendar

By Elisa Parisi-Capone, Megan Greene, Katharina Jungen, Mikko Forss, Jelena Vukotic, Mark Willis and William Oman Dec 2, 2011

Market Strategy

U.S. Banks and Credit: The EZ Outbreak

By Jennifer Kapila, Prajakta Bhide and William Oman Nov 30, 2011

Economic Research

Running Out of Time: Likely Path Ahead for the EZ

By Megan Greene Nov 30, 2011

Economic Research

Italy Should Restructure Its Public Debt Now

By Nouriel Roubini Nov 28, 2011

Europe Weekly

EZ Crisis Response; Eastern Europe Banks; ECB Monetary Policy; Hungary and the IMF; Belgian Politics; EZ Calendar

By Elisa Parisi-Capone, Jelena Vukotic, William Oman, and Mark Willis Nov 25, 2011

Economic Research

Spain Will Be Forced to Restructure Its Debt; New Government Is No Game Changer

By Katharina Jungen, Mark Willis and Jennifer Kapila Nov 23, 2011

Economic Research

A Cheat Sheet for the Eurozone Crisis

By Megan Greene Nov 21, 2011

Europe Weekly

EZ GDP; Spanish Politics; Eastern Europe Growth Fears; Russian Slowdown; EZ Calendar

By Katharina Jungen, Mikko Forss, Mark Willis, Jelena Vukotic and Tetiana Sears Nov 18, 2011

Central Bank Watch

Overview: The Next Cycle

By Michael Manetta Nov 17, 2011

Central Bank Watch

Central Bank Watch Focus: The ECB as Lender of Last Resort

By Elisa Parisi-Capone and Michael Manetta Nov 17, 2011

Conference Call

Conference Call Highlights: Can the EZ Be Brought Back From the Brink?

By Nouriel Roubini and the RGE Market Strategy and Economic Research Teams Nov 17, 2011

Central Bank Watch

European Central Bank: November Update

By Elisa Parisi-Capone Nov 17, 2011

Economic Research

Europe Needs a Circuit Breaker Now

By Elisa Parisi-Capone Nov 15, 2011

Europe Weekly

Eurozone Contagion; Italian Politics; UK Asset Purchases; Danish, Polish Monetary Policy; EZ Calendar

By Katharina Jungen, Elisa Parisi-Capone, Megan Greene, Mark Willis, Mikko Forss, Parul Walia and Jelena Vukotic Nov 11, 2011

Conference Call

Conference Call Replay: Italy Now at Risk of Debt Restructuring

By Nouriel Roubini and the RGE Economic Research and Market Strategy Teams Nov 10, 2011

Economic Research

Italy: Too Little, Too Late

By Katharina Jungen, Mark Willis, David Nowakowski and Megan Greene Nov 10, 2011

Market Strategy

G10 FX Outlook Q4 2011: Deeper Into the Woods

By Michael Hart Nov 8, 2011

Cross Asset Monthly

Executive Summary: On Again, Off Again…

By Arnab Das Nov 7, 2011

Cross Asset Monthly

Currencies: The Bazooka That Wasn’t

By Michael Hart Nov 7, 2011

Cross Asset Monthly

Credit: Buy on the Rumor, Sell on the Fact

By David Nowakowski and Tsolmon Enkhbayar Nov 7, 2011

Cross Asset Monthly

Global Equity: The Trouble With Uncertainty

By Gina Sanchez and Ibrahim Gassambe Nov 7, 2011

Economic Research

Italy: Arrivederci Berlusconi—Coalition End-Game Approaching

By Mark Willis and Katharina Jungen Nov 4, 2011

Economic Research

Exit From the EMU: The Logistics

By Elisa Parisi-Capone Nov 4, 2011

Europe Weekly

EZ PMIs; Greek Politics; UK Growth; Romanian Monetary Policy; Russian IP; Turkish Inflation; EZ Calendar

By Elisa Parisi-Capone, Megan Greene, Parul Walia, Jelena Vukotic, Tetiana Sears, Maya Senussi, Katharina Jungen, Mark Willis and William Oman Nov 4, 2011

Global Economic Outlook

Portugal Outlook Update: Severe Contraction Ahead

By Elisa Parisi-Capone Nov 2, 2011

China Monthly

I Get a Bailout, You Get a Bailout, We All Get a Bailout!

By Adam Wolfe Nov 1, 2011

Global Economic Outlook

Italy Outlook Update: Arrivederci Growth!

By Mark Willis Nov 1, 2011

Global Economic Outlook

France Outlook Update: Returning to Recession

By Mark Willis Oct 31, 2011

Global Economic Outlook

Germany Outlook Update: From Supercharged Growth to Near-Stagnation

By Katharina Jungen Oct 31, 2011

Global Economic Outlook

Spain Outlook Update: Back in Recession

By Katharina Jungen Oct 31, 2011

Europe Weekly

EZ Summit Questions; ECB’s Next Rate Move; German Obstacles; Swedish Rate Cuts; Resilient Polish Consumption; Italian Politics; EZ Calendar

By Katharina Jungen, Elisa Parisi-Capone, Megan Greene, Mikko Forss, Jelena Vukotic and Mark Willis Oct 28, 2011

Market Strategy

EFSF Proposals: Guarantees Don’t Guarantee Success

By David Nowakowski and Tsolmon Enkhbayar Oct 27, 2011

Economic Research

EU Summit Reaction: The Devil Is in the Details

By Megan Greene and Jennifer Kapila Oct 27, 2011

Conference Call

Conference Call Replay: Eurozone in Crisis: Summit Response–What Really Can We Expect?

By the RGE Economic Research Team Oct 27, 2011

Economic Research

France's Credit Rating: Au Revoir Triple-A

By Katharina Jungen and Mark Willis Oct 26, 2011

Economic Research

Waiting for the Wednesday Summit: Progress Report on EFSF Leverage Options, Bank Recaps and Greece

By Elisa Parisi-Capone and David Nowakowski Oct 24, 2011

Economic Research

Low Inflation in EZ Core Threatens Periphery’s Efforts to Regain Competitiveness

By William Oman and Megan Greene Oct 21, 2011

Europe Weekly

UK’s MPC Meeting; Norway’s Monetary Policy; Portugal’s Budget Plan; Hungary’s Credit Rating; Russia’s Retail Sales; EZ Calendar

By Katharina Jungen, Parul Walia, Mikko Forss, Jelena Vukotic, Rachel Ziemba and Tetiana Sears Oct 21, 2011

Conference Call

Conference Call Replay: Eurozone in Crisis—More Than a Plan to Plan Needed

By Nouriel Roubini and the RGE Market Strategy and Economic Research Teams Oct 21, 2011

Economic Research

Last Shot on Goal: Will Eurozone Leaders Succeed in Ending the Crisis?

By Megan Greene and Nouriel Roubini Oct 21, 2011

Economic Research

Can Merkel Do 'Whatever it Takes' to Save the Eurozone?

By Mark Willis and Katharina Jungen Oct 19, 2011

Europe Weekly

Slovakia Ratifies EFSF; EZ Inflation Peaks; UK Unemployment to Rise; Poland’s Fiscal Overhaul

By Mark Willis, Katharina Jungen, Parul Walia, Jennifer Hsieh and Maya Senussi Oct 14, 2011

Market Strategy

Macro and Market Outlook: October 2011

By the RGE Economic Research and Market Strategy Teams Oct 12, 2011

Economic Research

ECB: Passing the Buck to Super Mario

By Megan Greene Oct 10, 2011

Europe Weekly

PMIs Painting a Gloomier Picture by the Month

By Mikko Forss, Megan Greene, Rachel Ziemba, Katharina Jungen, Parul Walia, Maya Senussi, Jelena Vukotic, Tetiana Sears and William Oman Oct 7, 2011

Cross Asset Monthly

Executive Summary: On the Edge in an Age of Crisis

By Arnab Das Oct 7, 2011

Cross Asset Monthly

The Here and Now: Do Gentlemen Prefer Bonds?

By Arnab Das Oct 7, 2011

Cross Asset Monthly

Currencies: Reversal of Fortunes

By Michael Hart Oct 7, 2011

Cross Asset Monthly

Government Bonds/Rates: Markets Aren’t Fooled

By David Nowakowski Oct 7, 2011

Cross Asset Monthly

Financials: A Slow Unraveling

By Jennifer Kapila Oct 7, 2011

Central Bank Watch

Pulling Out Policy Rabbits, Putting Policy Ducks in a Row

By Michael Manetta and the RGE Economic Research Team Oct 4, 2011

Market Strategy

How Many 'Lehmans' Ahead in Europe?

By David Nowakowski Sep 27, 2011

Economic Research

The Age of Crisis: Down and Out Depression in D.C.—RGE on the IMF/WB Annual Meetings

By Arnab Das, Christian Menegatti, Rachel Ziemba and Katharina Jungen Sep 26, 2011

Market Strategy

Valuing the New Greek Drachma

By Michael Hart Sep 26, 2011

Market Strategy

EZ Banks: Scaling Potential Losses

By Jennifer Kapila Sep 22, 2011

Global Economic Outlook

Eurozone Outlook Update: Crumbling Growth Prospects

By Katharina Jungen Sep 20, 2011

Global Economic Outlook

Italy Outlook Update: Double-Dip Recession Risk

By Mark Willis Sep 19, 2011

Global Economic Outlook

Germany Outlook Update: Sharp Growth Slowdown

By Katharina Jungen Sep 16, 2011

Global Economic Outlook

Spain Outlook Update: Fragile Economic Recovery

By Katharina Jungen Sep 16, 2011

Europe Weekly

Czech Republic, France and Turkey Outlook Update Highlights

By Jelena Vukotic, Mark Willis and David Rogovic Sep 16, 2011

Economic Research

Greece Should Default and Abandon the Euro

By Nouriel Roubini Sep 16, 2011

Global Economic Outlook

France Outlook Update: Weak Consumption Threatens Recovery

By Mark Willis Sep 14, 2011

Europe Weekly

Bleak Outlook for Western Europe's Labor Market

By Mikko Forss, Katharina Jungen, Mark Willis, Parul Walia, Sehaj Malik and Filipe Albuquerque Sep 9, 2011

Market Strategy

Mapping the Possibilities: Using Options to Derive Probability Distributions for Traded Markets

By Tsolmon Enkhbayar and David Nowakowski Sep 9, 2011

Cross Asset Monthly

Executive Summary: Rolling Over. Playing Dead?

By Arnab Das Sep 6, 2011

Cross Asset Monthly

The Here and Now: No Pain, No Gain…

By Arnab Das Sep 6, 2011

Cross Asset Monthly

Financials: Pain Is Inevitable

By Jennifer Kapila Sep 6, 2011

Cross Asset Monthly

Global Equity: Beware of the Dead Cat Bounce

By Gina Sanchez and Ibrahim Gassambe Sep 6, 2011

Cross Asset Monthly

Credit: Spreads Imply Recession (and We Agree)

By David Nowakowski Sep 6, 2011

Cross Asset Monthly

Government Bonds/Rates: Long Live ZIRP—But Will That Be Enough?

By David Nowakowski Sep 6, 2011

Cross Asset Monthly

Currencies: Forward to the Past

By Michael Hart Sep 6, 2011

Economic Research

German Parliament to Back New EFSF Powers, But an Increase Is Unlikely and Eurobonds a Fantasy

By Katharina Jungen and Mark Willis Sep 2, 2011

Europe Weekly

Weak Domestic Demand Prospects in Europe, With Few Bright Spots

By Katharina Jungen, Mark Willis, Mikko Forss, Parul Walia, Jelena Vukotic, David Rogovic, William Oman, Sehaj Malik and Filipe Albuquerque Sep 2, 2011

Asset Allocation

Hunkering Down for a Recession

By Gina Sanchez, Ibrahim Gassambe and Dayna Goodwin Sep 1, 2011

Europe Weekly

Finnish Collateral Demands, Polish Consumption, Czech Rating Upgrade, EZ PMIs, Portuguese Consumption

By Mikko Forss, David Rogovic, Jelena Vukotic, William Oman and Filipe Albuquerque Aug 26, 2011

Global Economic Outlook

Ireland Outlook Update: Export-Led Growth to Remain Fragile

By William Oman and Katharina Jungen Aug 26, 2011

Central Bank Watch

Overview: Monetary Policy Alone Will Not Save the World Economy

By Michael Manetta Aug 19, 2011

Central Bank Watch

Summary Table: RGE Policy Rate Forecasts and Market Interbank Rate Expectations

By Michael Manetta and the RGE Economic Research Team Aug 19, 2011

Central Bank Watch

European Central Bank: August Update

By Elisa Parisi-Capone Aug 19, 2011

Europe Weekly

Europe-Wide Growth Slowdown

By Elisa Parisi-Capone, Katharina Jungen, Mikko Forss, Jelena Vukotic, Parul Walia, William Oman, Sehaj Malik, Filipe Albuquerque Aug 19, 2011

Global Economic Outlook

Eurozone Outlook Update: Sharp Slowdown Ahead

By Elisa Parisi-Capone Aug 17, 2011

Market Strategy

Global Equity Outlook: Downgraded Amid U.S. Stall

By Gina Sanchez and Ibrahim Gassambe Aug 16, 2011

Economic Research

Pressure Mounts on France’s Triple-A Credit Rating

By Mark Willis and Katharina Jungen Aug 15, 2011

Market Strategy

Credit: Stay Short European Financials

By David Nowakowski Aug 12, 2011

Europe Weekly

Inflation Concerns Easing in EZ, Switzerland, UK, Hungary and Czech Republic

By Katharina Jungen, Sehaj Malik, Parul Walia and Jelena Vukotic Aug 12, 2011

Mena Focus

Impact of U.S. Growth and Credit Downgrades on MENA

By Ayah El Said, Maya Senussi and Rachel Ziemba Aug 10, 2011

Market Strategy

Monetary Policy to the Rescue: Don't Expect Miracles

By David Nowakowski Aug 9, 2011

Economic Research

EZ Scenario Analysis Update: The Next Storm

By Elisa Parisi-Capone, Nouriel Roubini and David Nowakowski Aug 8, 2011

Conference Call

Conference Call on S&P's U.S. Downgrade: Opening Remarks

By Nouriel Roubini and David Nowakowski Aug 8, 2011

Europe Weekly

PMIs Paint Gloomy Picture, With Few Exceptions

By William Oman, Elisa Parisi-Capone, Parul Walia, Mikko Forss, David Rogovic and Jelena Vukotic Aug 5, 2011

Mena Focus

MENA Looks for New Markets: Trade Ties Shifting Slowly

By Maya Senussi, Rachel Ziemba and John Prosser Aug 5, 2011

Cross Asset Monthly

Executive Summary: Is There Life After Debt?

By Arnab Das Aug 3, 2011

Cross Asset Monthly

The Here and Now: The Meaning of Life After Debt

By Arnab Das Aug 3, 2011

Cross Asset Monthly

Currencies: Continued Vacillation

By Michael Hart Aug 3, 2011

Cross Asset Monthly

Credit: Bleeding the Patient Won't Work

By David Nowakowski Aug 3, 2011

Cross Asset Monthly

Global Equity: Reality Check

By Gina Sanchez and Ibrahim Gassambe Aug 3, 2011

Cross Asset Monthly

Financials: Hanging by a Thread

By Jennifer Kapila Aug 3, 2011

Europe Weekly

Spanish Politics; EFSF Ratification; German Soft Landing; Czech Monetary Policy; Turkish Depreciation

By Elisa Parisi-Capone, Katharina Jungen, Jelena Vukotic, David Rogovic, Mark Willis and Brian Rayman Jul 29, 2011

Market Strategy

Reduced Tail Risk Allows Selective Risk On, Despite Unanswered Questions and Moral Hazard

By David Nowakowski and Tsolmon Enkhbayar Jul 27, 2011

Europe Weekly

UK Monetary Policy; Eurozone Inflation; Swedish Households; Eastern European Banks; Turkish Consumer Confidence; Polish Manufacturing

By Parul Walia, William Oman, Mikko Forss, Jelena Vukotic and David Rogovic Jul 22, 2011

Market Strategy

EU Banks: The Year of Living Dangerously

By Jennifer Kapila Jul 22, 2011

Market Strategy

EBA Stress Tests: A Knife in a Gun Fight

By Jennifer Kapila Jul 18, 2011

Europe Weekly

Italian Banks; EZ Systemic Risk; Polish Growth and Inflation

By Mark Willis, Jennifer Kapila, Elisa Parisi-Capone, Jelena Vukotic and David Rogovic Jul 15, 2011

Economic Research

Despite Serious Vulnerabilities, Italy Is Not Greece; the Show Will Probably Go On

By James Mason and the RGE Economic Research and Market Strategy Teams Jul 13, 2011

Europe Weekly

Greek Debt; Volatile Turkish Inflation; Fragile Irish Growth; Russia's Weak Fixed Investment; Poland's Shale Gas Bonanza; Denmark's Bank Woes

By Mikko Forss, William Oman, Elisa Parisi-Capone, David Rogovic, Oritse J. Uku and Jelena Vukotic Jul 8, 2011

Economic Research

Italy: The Politics of Procrastination

By Katharina Jungen and Mark Willis Jul 7, 2011

Economic Research

Q3 2011 Global Scenario Analysis: A Bumpy Rebalancing

By Christian Menegatti, Rachel Ziemba and the RGE Economic Research Team Jul 6, 2011

Economic Research

Germany's Banking Sector: Resistant to Change?

By Katharina Jungen and Jennifer Kapila Jul 6, 2011

Europe Weekly

Risks and Growth Prospects Across the EZ, UK, Nordics, Emerging Europe and CIS

By Elisa Parisi-Capone, Parul Walia, Mikko Forss, Rachel Ziemba, David Rogovic, Jelena Vukotic and Tetiana Sears Jul 1, 2011

Economic Research

Regional Outlook Conference Calls

By the RGE Economic Research Team Jun 30, 2011

Market Strategy

Greek Bail-In Number One

By David Nowakowski Jun 29, 2011

Economic Research

Greek Political Crisis Reaches Boiling Point

By Mark Willis and Katharina Jungen Jun 27, 2011

Europe Weekly

Turkish Credit Growth; UK Consumption; Russian Payroll Tax; Greek Crisis Impact on Romania; Finnish Growth Policy

By David Rogovic, Deepika Sharma, Parul Walia, Jelena Vukotic, Mikko Forss, Tim Azarchs and David Rogovic Jun 24, 2011

Global Economic Outlook

Spain Outlook Update: Fiscal Housekeeping Shifts to Regional Governments

By Elisa Parisi-Capone Jun 23, 2011

Global Economic Outlook

Eurozone Outlook Update: Make It or Break It?

By Elisa Parisi-Capone Jun 22, 2011

Economic Research

Greece: Restructuring Options by the Numbers

By Elisa Parisi-Capone, David Nowakowski and Jennifer Kapila Jun 21, 2011

Global Economic Outlook

Emerging Europe and CIS Outlook Update: Recovery Takes Root

By David Rogovic and Rachel Ziemba Jun 20, 2011

Economic Research

Global Growth: Soft Patch or Stall Speed?

By Nouriel Roubini Jun 20, 2011

Global Economic Outlook

Italy Outlook Update: Political Instability Preventing Structural Reforms

By Mark Willis Jun 17, 2011

Global Economic Outlook

France Outlook Update: Growth Peaked in Q1

By Mark Willis Jun 17, 2011

Europe Weekly

Greek Crisis; German Banks Exposed; Irish Bondholders; Czech Banking Risks; Turkish Wage-Price Spiral

By Mark Willis, Katharina Jungen, James Mason, Jelena Vukotic and David Rogovic Jun 17, 2011

Economic Research

Sugarcoating a Bitter Pill: Can EU Policy Makers Agree on Greece?

By David Nowakowski and James Mason Jun 15, 2011

Economic Research

Hawkish ECB Remains in Denial About EZ Debt Crisis

By James Mason Jun 14, 2011

Economic Research

Could the Eurozone Break Up? Possible Over a Five-Year Horizon

By Nouriel Roubini Jun 13, 2011

Economic Research

EZ-Greece Debt Policy Options, Simplified

By Arnab Das Jun 10, 2011

Europe Weekly

Regional Growth Dynamics—Eurozone, UK, Nordics, Turkey

By Elisa Parisi-Capone, Parul Walia, Mikko Forss and David Rogovic Jun 10, 2011

Economic Research

Central Bank Watch: The Shifting Tides of Global Monetary Policy

By James Mason and the RGE Economic Research Team Jun 8, 2011

Cross Asset Monthly

Executive Summary: Know What You Did Last Summer

By Arnab Das Jun 6, 2011

Cross Asset Monthly

The Here and Now: Groundhog Day?

By Arnab Das Jun 6, 2011

Cross Asset Monthly

Currencies: Hiccup or Reversal?

By Michael Hart Jun 6, 2011

Cross Asset Monthly

Government Bonds/Rates: Repression Reality

By David Nowakowski Jun 6, 2011

Cross Asset Monthly

Credit: Boom Times Amid Slowdown

By David Nowakowski Jun 6, 2011

Cross Asset Monthly

Global Equity: A Tale of Fat-Tail Risk in Europe

By Gina Sanchez and Ibrahim Gassambe Jun 6, 2011

Cross Asset Monthly

Financials: The Persistent Allure of Bailouts

By Jennifer Kapila Jun 6, 2011

Economic Research

EZ Policy Makers Will Avoid Tough Decisions and Continue to Muddle Through for Now

By Nouriel Roubini, Elisa Parisi-Capone, James Mason, Katharina Jungen, Mark Willis and Mikko Forss Jun 3, 2011

Europe Weekly

ECB Collateral Holdings; German Dynamics; UK Corporates; Turkish Monetary Policy; Polish Consumption; Hungarian Mortgage Relief

By Elisa Parisi-Capone, Katharina Jungen, Parul Walia, David Rogovic and Jelena Vukotic May 27, 2011

Economic Research

Eastern Europe Banking: Wary of Eurozone Debt Jitters

By Jelena Vukotic May 26, 2011

Europe Weekly

Turkish Elections; How DSK Impacts France; Norway’s Likely Hiking Plan

By David Rogovic, Oritse J. Uku, Mark Willis and Mikko Forss May 20, 2011

Economic Research

UK Financial Regulation: Pricing and Competitive Implications for Banks

By Jennifer Kapila and Parul Walia May 19, 2011

Conference Call

Conference Call Replay - Greek Debt Situation and Options

By Nouriel Roubini and Arnab Das May 18, 2011

Economic Research

DSK's Arrest: Implications for the IMF Succession and PIIGS' Bailouts

By Nouriel Roubini May 16, 2011

Europe Weekly

Eurozone Core Comes Up Trumps in Q1; UK, EZ Periphery Moving at Half Speed

By Elisa Parisi-Capone, Katharina Jungen and James Mason May 13, 2011

Cross Asset Monthly

A Run for Your (Free) Money

By the RGE Market Strategy Team May 11, 2011

Cross Asset Monthly

The Here and Now: A No-Exit Strategy, For Now…

By Arnab Das May 11, 2011

Cross Asset Monthly

Currencies: In Search of a New Direction

By Michael Hart May 11, 2011

Cross Asset Monthly

Government Bonds/Rates: The Price Is Right

By David Nowakowski May 11, 2011

Cross Asset Monthly

Credit: Getting Crowded

By David Nowakowski May 11, 2011

Cross Asset Monthly

Financial Institutions: The Tipping Point?

By Jennifer Kapila May 11, 2011

Market Strategy

FX Amid the Market Repricing

By Michael Hart May 10, 2011

Economic Research

A How-To Manual for Plan B: Options for Restructuring Greek Public Debt

By Nouriel Roubini, Arnab Das, Jennifer Kapila, James Mason, David Nowakowski, Elisa Parisi-Capone and Christian Menegatti May 9, 2011

Europe Weekly

Shrinking Eurozone Liquidity; Russia's Banking Worries; Icesave Implications

By Elisa Parisi-Capone, David Rogovic, Mikko Forss, Rachel Ziemba, Sehaj Malik and James Mason May 6, 2011

Market Strategy

The Commodity Defensive Line

By Shelley Goldberg May 5, 2011

Economic Research

Portugal: Policy Postcard From the Edge—Third Time Unlucky?

By Nouriel Roubini May 5, 2011

Global Economic Outlook

Eurozone Outlook Update: Mind the Inflation 'Hump' in 2011

By Elisa Parisi-Capone May 2, 2011

Asset Allocation

Cross Asset Model Portfolio: April Review

By Dayna Goodwin Apr 30, 2011

Europe Weekly

German Consumer Climate; French Public Finances; Greek Fiscal Slippage

By Katharina Jungen, Mark Willis, Elisa Parisi-Capone, Parul Walia and Jelena Vukotic Apr 29, 2011

Economic Research

Honey, I Shrunk the Gross National Debt!

By Nouriel Roubini and Arnab Das Apr 25, 2011

Europe Weekly

Finnish Election; Russian Consumption; Hungary's Constitution

By Mikko Forss, David Rogovic, Rachel Ziemba, Jelena Vukotic and Elisa Parisi-Capone Apr 21, 2011

Economic Research

CDS and Debt Restructuring: Does the Existence of Credit Derivatives Make Restructuring Harder?

By Nouriel Roubini and David Nowakowski Apr 21, 2011

Economic Research

Washout in Washington: Key IMF Meeting Takeaways

By Nouriel Roubini and Arnab Das Apr 19, 2011

Market Strategy

Close Long EURJPY Trade

By Michael Hart Apr 18, 2011

Market Strategy

Greek Alert—Not a Dip to Buy

By Jennifer Kapila and David Nowakowski Apr 15, 2011

Europe Weekly

Inflation Sparks Concern Across the Region

By Parul Walia, David Rogovic, Katharina Jungen, Jelena Vukotic and Rachel Ziemba Apr 15, 2011

Economic Research

Portugal Is Gone, How Safe Is Spain?

By Elisa Parisi-Capone Apr 13, 2011

Economic Research

Q2 2011 Global Scenario Analysis: Still Gradually Rebalancing

By Christian Menegatti, Rachel Ziemba and the RGE Market Strategy Team Apr 11, 2011

Economic Research

Ireland: Some Form of Default Likely By 2013, But No Panacea

By James Mason Apr 8, 2011

Cross Asset Monthly

A Fine Balance

By Arnab Das Apr 4, 2011

Cross Asset Monthly

The Here and Now: Bad Luck Seems to Come in Threes

By Arnab Das Apr 4, 2011

Cross Asset Monthly

Currencies: A Toxic Cocktail

By Michael Hart Apr 4, 2011

Cross Asset Monthly

Global Equity: Clouds Gathering in the Distance

By Gina Sanchez and Ibrahim Gassambe Apr 4, 2011

Cross Asset Monthly

Commodities: March Prices—In Like a Lamb, Out Like a Lion

By Shelley Goldberg Apr 4, 2011

Europe Weekly

UK Budget; German Politics; Polish Monetary Policy

By Parul Walia, Katharina Jungen, David Rogovic, William Oman and James Mason Apr 1, 2011

Economic Research

Germany: Political Earthquake

By Katharina Jungen Apr 1, 2011

Economic Research

Ireland: GDP Contraction to Heighten Debt Burden?

By William Oman and James Mason Apr 1, 2011

Economic Research

Is the Global Nuclear Renaissance Over?

By Gary Clark Mar 31, 2011

Economic Research

Portugal: In for the Long Haul

By Elisa Parisi-Capone, Katharina Jungen and Mark Willis Mar 31, 2011

Economic Research

Global Financials Quarterly: Bank Earnings Face the Music as Stimulus Fades

By Jennifer Kapila, Christian Menegatti and R. Christopher Whalen Mar 25, 2011

Europe Weekly

Portugal Rescue; Emerging Europe Nuclear Policy; Turkish Tightening

By Filipe Manuel Pires de Albuquerque, Elisa Parisi-Capone, Jelena Vukotic, James Mason, Sehaj Malik, Parul Walia, Mikko Forss and Mark Willis Mar 25, 2011

Economic Research

Portugal: Political Crisis Should Not Prohibit Rescue Package

By Filipe Manuel Pires de Albuquerque and Mark Willis Mar 25, 2011

Economic Research

Emerging Europe: Nuclear Renaissance Still On Track

By Jelena Vukotic Mar 25, 2011

Economic Research

Eurozone: March Flash PMIs Signal Consolidation

By Elisa Parisi-Capone Mar 25, 2011

Economic Research

Finland Likely to Accept Higher EFSF Guarantees After Elections

By Mikko Forss Mar 25, 2011

Market Strategy

Portuguese Bonds—The Next Bailout Victim

By David Nowakowski Mar 24, 2011

Economic Research

Public Debt (Un)Sustainability Across the Eurozone Periphery

By James Mason Mar 21, 2011

Market Strategy

Stress Tests or Political Opera?

By Jennifer Kapila Mar 21, 2011

Europe Weekly

Eastern Europe Monetary Policy; Icelandic Policy Rate; Irish Fiscal Challenges

By Jelena Vukotic, David Rogovic, Mikko Forss and William Oman Mar 18, 2011

Global Economic Outlook

Italy Outlook: Weak Consumption Weighs on Economic Recovery

By Mark Willis Mar 18, 2011

Economic Research

The 'Pact for the Euro': A Step Forward, but Questions Remain

By Elisa Parisi-Capone Mar 17, 2011

Global Economic Outlook

Germany Outlook: Broad-Based Upswing Continues

By Katharina Jungen Mar 17, 2011

Economic Research

France: Widening Deficit Detracts From Solid Export Performance

By Mark Willis Mar 11, 2011

Economic Research

Italy: Fiscal Progress But More to Do

By James Mason Mar 11, 2011

Economic Research

ECB on a Hiking Trip

By Nouriel Roubini and James Mason Mar 8, 2011

Economic Research

ECB Postpones Exit Strategy From Nonstandard Measures

By Elisa Parisi-Capone Mar 4, 2011

Economic Research

Nordics: Why Is Sweden Outperforming Finland?

By Mikko Forss Mar 4, 2011

Europe Weekly

ECB Surprise; UK Manufacturing; Hungary's Reform Package

By RGE's Europe Analyst Team Mar 4, 2011

Market Strategy

FX Forecast Update After ECB Meeting

By Michael Hart Mar 4, 2011

Cross Asset Monthly

That '70s Show: Deja Vu All Over Again?

By Arnab Das Mar 1, 2011

Cross Asset Monthly

The Big Picture: π a la Mode

By Arnab Das Mar 1, 2011

Cross Asset Monthly

Fixed Income: Necessities and Contingencies

By Arun Motianey Mar 1, 2011

Cross Asset Monthly

Global Equity: Balancing Risks With Fundamentals

By Gina Sanchez & Ibrahim Gassambe Mar 1, 2011

Cross Asset Monthly

Financial Institutions: Turning Japanese (I Really Think So)

By Jennifer Kapila Mar 1, 2011

Europe Weekly

ECB Rate Path; Turkish Imbalances; UK Labor Market

By Elisa Parisi-Capone, David Rogovic, Parul Walia, Mikko Forss and Mark Willis Feb 25, 2011

Economic Research

ECB Rate Path: To Hike or Not to Hike?

By Elisa Parisi-Capone Feb 25, 2011

Economic Research

Portugal: Bailout Pressure Mounting

By Mark Willis Feb 25, 2011

Economic Research

Spain: GDP Growth—So Far, So Good

By Elisa Parisi-Capone Feb 18, 2011

Economic Research

Ireland: Single-Party Government?

By Mark Willis Feb 18, 2011

Europe Weekly

UK House Price Dynamics; EZ Q4 GDP; Fiscal Tipping Point in Hungary

By Parul Walia, Elisa Parisi-Capone, Jelena Vukotic, Mark Willis, David Rogovic and Rachel Ziemba Feb 11, 2011

Economic Research

Eurozone: Q4 GDP Preview

By Elisa Parisi-Capone Feb 11, 2011

Economic Research

Germany: Industrial Outlook Remains Positive

By Mark Willis Feb 11, 2011

Market Strategy

Spanish Bank Funding in Pictures

By Jennifer Kapila Feb 9, 2011

Cross Asset Monthly

π in the Sky

By Arnab Das Feb 8, 2011

Cross Asset Monthly

The Big Picture: It's All Relative

By Arnab Das Feb 8, 2011

Cross Asset Monthly

Commodities: There's No Such Thing as a Free Lunch

By Shelley Goldberg Feb 8, 2011

Cross Asset Monthly

Currencies: An Unexpected Start

By Michael Hart Feb 8, 2011

Cross Asset Monthly

Fixed Income: Mispricing Fundamentals

By Arun Motianey Feb 8, 2011

Cross Asset Monthly

Financial Institutions: Poised for Disappointment

By Jennifer Kapila Feb 8, 2011

Cross Asset Monthly

Cross Asset Model Portfolio

By Dayna Goodwin Feb 8, 2011

Europe Weekly

Irish Fiscal Plan in Doubt; Fighting Nordic Bubbles; Belgian Deadlock

By James Mason, Parul Walia, Mikko Forss, Elisa Parisi-Capone, Jelena Vukotic, Mark Willis and Pamela Reyes Feb 4, 2011

Economic Research

Nordics: Fighting the Bubbles

By Mikko Forss Feb 4, 2011

Economic Research

ECB Policy Stance: Watch Expectations

By Elisa Parisi-Capone Feb 4, 2011

Economic Research

Greece: Debt Restructuring Debate

By Elisa Parisi-Capone Jan 21, 2011

Europe Weekly

EU Crisis Strategy; German GDP; UK Inflation; Hungarian Exports

By Elisa Parisi-Capone, Mark Willis, James Mason and Jelena Vukotic Jan 14, 2011

Economic Research

Eurozone: European Commission's Comprehensive Strategy Proposal

By Elisa Parisi-Capone Jan 14, 2011

Economic Research

Portugal in Dire Straits: Time to Stop the Wildfire

By Elisa Parisi-Capone Jan 11, 2011

Cross Asset Monthly

A Year of Growing Dangerously

By Arnab Das Jan 11, 2011

Cross Asset Monthly

Commodities: The Trend is Your Friend—But Beware of the Renegade

By Shelley Goldberg Jan 11, 2011

Cross Asset Monthly

Currencies: G10 FX—A Rerun of 2010

By Michael Hart Jan 11, 2011

Cross Asset Monthly

Fixed Income: DM Rates: On Regime Shifts and Moral Hazard

By Arun Motianey Jan 11, 2011

Cross Asset Monthly

Credit: The Trek to Normal in a Post-Normal World

By David Nowakowski Jan 11, 2011

Cross Asset Monthly

Global Equity: Easy Money, Accelerating Growth, Bouts of Risks

By Gina Sanchez Jan 11, 2011

Europe Weekly

Irish Bank Debt; EZ and CE Growth; Nordic Exports

By James Mason, David Rogovic, Mikko Forss and Elisa Parisi-Capone Jan 7, 2011

Economic Research

Nordics: 2011 Will Bring Slower Growth in Export Markets

By Mikko Forss Jan 7, 2011

Economic Research

Eurozone: Growth Spectrum

By Elisa Parisi-Capone Jan 7, 2011

Economic Research

Eurozone at the Crossroads: Where to Go From Here?

By Elisa Parisi-Capone Dec 23, 2010

Economic Research

How Vulnerable Is Italy?

By Katharina Jungen Dec 22, 2010

Europe Weekly

Fidesz vs. Hungary’s Central Bank; CEE Pension Pains; Icesave Progress

By Mary Stokes, Jelena Vukotic, Mikko Forss, Mark Willis and Parul Walia Dec 17, 2010

Economic Research

Central and Eastern Europe: Pension Reform Pains

By Jelena Vukotic Dec 17, 2010

Europe Weekly

Prospects for EU Council Meeting; Ireland Divides a Smaller Fiscal Pie

By Elisa Parisi-Capone, James Mason, David Rogovic, Jelena Vukotic and Mary Stokes Dec 10, 2010

Economic Research

EU Council Meeting on December 16/17: What to Expect?

By Elisa Parisi-Capone Dec 10, 2010

Global Economic Outlook

Global Overview: 2011 Outlook

By Christian Menegatti, Nouriel Roubini and the RGE Macroeconomics Team Dec 7, 2010

Global Economic Outlook

Eurozone: 2011 Outlook

By Elisa Parisi-Capone and Nouriel Roubini Dec 7, 2010

Global Economic Outlook

Germany: 2011 Outlook

By Katharina Jungen Dec 7, 2010

Global Economic Outlook

Greece: 2011 Outlook

By Elisa Parisi-Capone Dec 7, 2010

Global Economic Outlook

Portugal: 2011 Outlook

By Katharina Jungen Dec 7, 2010

Global Economic Outlook

Spain: 2011 Outlook

By Elisa Parisi-Capone Dec 7, 2010

Global Economic Outlook

Ireland: 2011 Outlook

By James Mason Dec 7, 2010

Global Economic Outlook

France: 2011 Outlook

By Katharina Jungen Dec 7, 2010

Global Economic Outlook

Italy: 2011 Outlook

By Katharina Jungen Dec 7, 2010

Global Economic Outlook

Central Europe: 2011 Outlook

By Mary Stokes Dec 7, 2010

Global Economic Outlook

Nordics: 2011 Outlook

By Mikko Forss Dec 7, 2010

Global Economic Outlook

Finland: 2011 Outlook

By Mikko Forss Dec 7, 2010

Global Economic Outlook

Macro Forecasts: 2011 Outlook

By the RGE Macroeconomics Team Dec 7, 2010

Cross Asset Monthly

The Big Picture: Collateral Damage

By Arnab Das Dec 6, 2010

Cross Asset Monthly

Commodities: The Bull in the China Shop

By Shelley Goldberg Dec 6, 2010

Cross Asset Monthly

Currencies: EUR Back in the Frying Pan

By Michael Hart Dec 6, 2010

Cross Asset Monthly

Fixed Income: The Center Does Not Hold

By Arun Motianey Dec 6, 2010

Economic Research

The Zone of Austerity: Political Risk Stalking the Eurozone

By Michael Moran Dec 1, 2010

Economic Research

Comparing Spain With Ireland and Other PIIGS: Better in Some Ways, More at Risk in Others

By Elisa Parisi-Capone, Christian Menegatti and Nouriel Roubini Nov 25, 2010

Economic Research

Debt Dominoes: Is Portugal Next?

By Katharina Jungen Nov 23, 2010

Economic Research

If Erin Goes Broke: A Quick Q&A on the Irish Debt Crisis

By James Mason Nov 19, 2010

Market Strategy

Irish Banks: Bailout or Bail-In?

By Jennifer Kapila and James Mason Nov 12, 2010

Europe Weekly

EZ's Head and Tailwinds; Acute Portuguese Crisis; Stalling Russian Growth

By Elisa Parisi-Capone, James Mason, Katharina Jungen, David Rogovic, Parul Walia, Rachel Ziemba and Mikko Forss Nov 5, 2010

Economic Research

Eurozone: Head and Tailwinds

By Elisa Parisi-Capone Nov 5, 2010

Market Strategy

QE2: Money for Nothing and Tricks for Free

By RGE Macro and Strategy Teams Nov 3, 2010

Cross Asset Monthly

Currencies: Please Sir, I Want Some More

By Natalia Gurushina Oct 29, 2010

Cross Asset Monthly

Fixed Income: Lest We Forget the Others

By Arun Motianey and Steve Reich Oct 29, 2010

Cross Asset Monthly

Global Equity: Pushing on a String

By Gina Sanchez Oct 29, 2010

Cross Asset Monthly

Credit: What Is Thy Bidding, Master

By David Nowakowski Oct 28, 2010

Cross Asset Monthly

Financial Institutions: No Risk, No Reward

By Jennifer Kapila Oct 28, 2010

Economic Research

Irish Debt: To the Moon (and Back)?

By James Mason Oct 20, 2010

Economic Research

The Road to Trade War Runs Through QE, Currency

By Nouriel Roubini Oct 15, 2010

Economic Research

Q4 2010 Scenario Analysis: On the Knife Edge

By Rachel Ziemba and Christian Menegatti Oct 11, 2010

Europe Weekly

Polish Capital Inflows; UK Growth; Norway's Budget

By Elisa Parisi-Capone, Mary Stokes, Mikko Forss and Parul Walia Oct 8, 2010

Economic Research

ECB Exit Strategy and Counterparty Risk

By Elisa Parisi-Capone Oct 8, 2010

Cross Asset Monthly

Mind the Narrowing Gap

By Natalia Gurushina Oct 5, 2010

Economic Research

EZ Does It! Part I: Eurozone Endgame Scenarios

By Elisa Parisi-Capone, Arnab Das and Christian Menegatti Sep 29, 2010

Europe Weekly

PMIs Confirm EZ Slowdown Ahead; Rate Hikes Possible in Central Europe

By Elisa Parisi-Capone, Mary Stokes, Parul Walia and Jelena Vukotic Sep 24, 2010

Economic Research

Eurozone: PMIs Confirm Slowdown Ahead

By Elisa Parisi-Capone Sep 24, 2010

Europe Weekly

EZ Current Accounts; Sweden's Hung Parliament Risk; Basel III Impact on German Banks

By Elisa Parisi-Capone, Mikko Forss, Mary Stokes, Katharina Jungen, Parul Walia and David Rogovic Sep 17, 2010

Europe Weekly

Shrinking Russian Trade Surplus; the UK PMI Message; Czech Banks Still Solid

By David Rogovic, Parul Walia, Frances Donald, Elisa Parisi-Capone and Rachel Ziemba Sep 10, 2010

Global Economic Outlook

Germany: September 2010 Outlook Update

By Katharina Jungen Sep 10, 2010

Global Economic Outlook

Greece: September 2010 Outlook Update

By Elisa Parisi-Capone Sep 10, 2010

Global Economic Outlook

Eurozone: September 2010 Outlook Update

By Elisa Parisi-Capone Sep 10, 2010

Global Economic Outlook

Global Overview: September 2010 Outlook Update

By Nouriel Roubini, Christian Menegatti and the RGE Macroeconomic Team Sep 10, 2010

Global Economic Outlook

Slovakia: September 2010 Outlook Update

By Mary Stokes Sep 10, 2010

Global Economic Outlook

Nordics: September 2010 Outlook Update

By Mikko Forss Sep 10, 2010

Global Economic Outlook

Finland: September 2010 Outlook Update

By Mikko Forss Sep 10, 2010

Europe Weekly

Q2 GDP in the Eurozone and UK; High-Flying Swiss Franc; Turkey's Referendum

By Elisa Parisi-Capone, Mikko Forss, Parul Walia, Mary Stokes and Katharina Jungen Sep 3, 2010

Cross Asset Monthly

Credit: Who Gets Their Pound of Flesh?

By David Nowakowski Aug 31, 2010

Cross Asset Monthly

Commodities: No Pain, No Grain

By Shelley Goldberg Aug 31, 2010

Cross Asset Monthly

Currencies: The End of Exuberance

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Fixed Income: Unconventional Policies Create Uncertainty

By Arun Motianey Aug 31, 2010

Cross Asset Monthly

Equities: Über Competitive Germany

By Gina Sanchez Aug 31, 2010

Cross Asset Monthly

Executive Summary: States of Flux: Stay Risk Averse

By Arnab Das Aug 31, 2010

Market Strategy

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

By Jennifer Kapila Aug 30, 2010

Europe Weekly

Periphery Bank Borrowings; German H2 Preview; Romania's IMF Loan Risk

By Elisa Parisi-Capone, Katharina Jungen, Mikko Forss, Jelena Vukotic and Parul Walia Aug 27, 2010

Economic Research

Europe Weekly Spotlight: Eurozone Q2 Growth; Is Germany Rebalancing?; Polls Near in Latvia and Sweden

By Elisa Parisi-Capone, Katharina Jungen, Mary Stokes, Parul Walia, David Rogovic and Eric Persson Aug 13, 2010

Economic Research

Europe Weekly Spotlight: Greek Loan Review; Depressed French Consumers; UK Financial Reform

By Elisa Parisi-Capone, Katharina Jungen, Parul Walia, Rachel Ziemba, David Rogovic, Mary Stokes and Frances Donald Aug 6, 2010

Economic Research

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

Market Strategy

Chronicle of a Stress Test Foretold

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

Economic Research

Europe Weekly Spotlight: Germany Peaks; Slovakia Relents; UK House Price Indexes Diverge

By Katharina Jungen, Jelena Vukotic, Mary Stokes, Elisa Parisi-Capone, Mikko Forss and Parul Walia Jul 16, 2010

Global Economic Outlook

Central Europe: Q3 2010 Outlook

By Mary Stokes Jul 12, 2010

Global Economic Outlook

Slovakia: Q3 2010 Outlook

By Mary Stokes Jul 12, 2010

Global Economic Outlook

Eurozone: Q3 2010 Outlook

By Elisa Parisi-Capone Jul 10, 2010

Global Economic Outlook

Nordics: Q3 2010 Outlook

By Mikko Forss Jul 10, 2010

Global Economic Outlook

Finland: Q3 2010 Outlook

By Mikko Forss Jul 10, 2010

Economic Research

Europe Weekly Spotlight: Multi-Speed Eurozone Recovery; Strong UK Gilts; Confident Nordics

By Elisa Parisi-Capone, Parul Walia, Eric Persson, Mary Stokes, Jelena Vukotic and David Rogovic Jul 9, 2010

Market Strategy

An EZ (Dis)Stress Test Preview

By Jennifer Kapila Jul 7, 2010

Economic Research

Europe Weekly Spotlight: Merkel’s Worries Increase; Romania Ceases Monetary Easing

By Elisa Parisi-Capone, Katharina Jungen, Parul Walia, Jelena Vukotic and David Rogovic Jul 2, 2010

Economic Research

Order from Chaos: A Restructuring Plan for Greece's Public Debt

By Nouriel Roubini Jun 28, 2010

Economic Research

Europe Weekly Spotlight: Growth in Turkey, Austerity Beyond (even France)

By Elisa Parisi-Capone, Mary Stokes, Katharina Jungen, Mikko Forss, Parul Walia and David Rogovic Jun 25, 2010

Market Strategy

Eurozone BoP: April Was Benign, Will May Be Malignant?

By David Nowakowski Jun 22, 2010

Economic Research

Europe Weekly Spotlight

By Mary Stokes, Elisa Parisi-Capone, Katharina Jungen, Mikko Forss, Parul Walia and Jelena Vukotic Jun 18, 2010

Economic Research

Asia Week Ahead: Vulnerabilities to the EU Are Here to Stay

By Arpitha Bykere and Mikka Pineda Jun 17, 2010

Economic Research

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

By Elisa Parisi-Capone Jun 10, 2010

Economic Research

Portugal: The Next Trouble Spot in Europe’s Periphery?

By Katharina Jungen Jun 7, 2010

Economic Research

Uncertain Giant: Germany’s Changing Role in Europe

By Katharina Jungen and Michael Moran May 24, 2010

Economic Research

EZ Rescue Response: Serious at Last?

By Elisa Parisi-Capone, Natalia Gurushina, Arnab Das and Nouriel Roubini May 10, 2010

Economic Research

Greek Endgame: Time for 'Plan B'

By Nouriel Roubini, Arnab Das and Elisa Parisi-Capone Apr 29, 2010

Economic Research

A Modern Greek Tragedy May Soon Turn Into a Broader PIIGS Disaster

By Nouriel Roubini Apr 19, 2010

Market Strategy

Is Greece Deferring the Day of Reckoning?

By Arun Motianey and Natalia Gurushina Apr 14, 2010

Global Economic Outlook

Finland: Q2 2010 Outlook

By Mikko Forss Apr 12, 2010

Global Economic Outlook

Slovakia: Q2 2010 Outlook

By Mary Stokes Apr 12, 2010

Global Economic Outlook

Eurozone: Q2 2010 Outlook

By Elisa Parisi-Capone Apr 12, 2010

Economic Research

Time to Take Profit on Long Polish Zloty Positions

By Natalia Gurushina and Mary Stokes Mar 29, 2010

Economic Research

Is a European Monetary Fund a Useful Complement to the IMF?

By Elisa Parisi-Capone and Arun Motianey Mar 22, 2010

Economic Research

The Eurozone's 'Bay of PIIGS'

By Arnab Das, Elisa Parisi-Capone, Natalia Gurushina, Katharina Jungen and Jennifer Kapila Mar 8, 2010

Economic Research

Spain: The Way Forward

By Elisa Parisi-Capone and Nouriel Roubini Feb 23, 2010

Economic Research

Will Europe's PIGS Learn to Fly?

By Nouriel Roubini and Arnab Das Feb 11, 2010

Global Economic Outlook

Eurozone: Q1 2010 Outlook

By Elisa Parisi-Capone Feb 9, 2010

Global Economic Outlook

Finland: Q1 2010 Outlook

By Mikko Forss Jan 30, 2010

Global Economic Outlook

Slovakia: Q1 2010 Outlook

By Mary Stokes Jan 30, 2010

Economic Research

Comparing 2010 Growth Forecasts for Major Economies

By Rachel Ziemba, Elisa Parisi-Capone, Christian Menegatti, Arpitha Bykere, Bertrand Delgado and Mikka Pineda Jan 21, 2010

Economic Research

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

By Arnab Das, Elisa Parisi-Capone and Natalia Gurushina Jan 19, 2010

Economic Research

How Much Are Eurozone Banking Systems Borrowing from the ECB?

By Elisa Parisi-Capone Dec 3, 2009

Economic Research

Quick Thoughts on Germany, 20 Years Later

By Michael Moran Oct 9, 2009

Economic Research

Finland Economic Outlook, Q4 2009

By Mary Stokes Oct 7, 2009

Economic Research

Slovak Republic Economic Outlook, Q4 2009

By Mary Stokes Oct 7, 2009

Economic Research

Eurozone Economic Outlook, Q3 2009

By Elisa Parisi-Capone Jul 24, 2009

Economic Research

Finland Economic Outlook, Q3 2009

By Mary Stokes Jul 24, 2009

Economic Research

Slovak Republic Economic Outlook, Q3 2009

By Mary Stokes Jul 24, 2009

Economic Research

Are Australian Banks Better Off Than Those in the U.S. and EU?

By Mikka Pineda May 14, 2009

Economic Research

Anticipating the ECB’s Next Moves

By Mikka Pineda Apr 1, 2009

Economic Research

ECB Monetary Policy: Tight-Fisted or Misunderstood?

By Mikka Pineda Feb 8, 2009

Economic Research

German Government and Business Responses to Sovereign Wealth

By Rachel Ziemba Sep 2, 2008

Economic Research

Global Recession Watch: Recoupling Rather than Decoupling

By Nouriel Roubini Jul 3, 2008

Economic Research

U.S. Retail Sales Drop; Eurozone; BoJ Standoff; Iran Elections

By Christian Menegatti Mar 13, 2008

Economic Research

Growth Differentials in the EMU: Facts and Considerations

By Nouriel Roubini, Elisa Parisi-Capone and Christian Menegatti Jun 1, 2007

Daily Digest

Analysis

Germany: Who can set the ball rolling?

Deutsche Bank  Jan 10, 2013

News

Greece: Electricity rates climb by 9 percent

Kathimerini  Jan 13, 2013

News

Greek parliament approves tax increases

Financial Times  Kerin Hope Jan 13, 2013

News

EU redrafts plan for bank rescue funding

Financial Times  Peter Spiegel Jan 13, 2013

Opinions

ECB's monetary policy decisions

Roubini Global Economics  William Oman Jan 10, 2013

Analysis

ECB: Monetary policy decisions (January 2013)

European Central Bank  Jan 10, 2013

Analysis

Monetary developments in the euro area (November 2012)

European Central Bank  Jan 03, 2013

News

EZ: BUSINESS AND CONSUMER SURVEY RESULTS (December 2012)

European Commission  Jan 08, 2013

Analysis

Markit Germany Services/Composite PMI– final data (December 2012)

Markit Economic  Tim Moore Jan 04, 2013

Analysis

Markit Eurozone Composite/Services– final data (December 2012)

Markit Economic  Chris Williamson and Rob Dobson Jan 04, 2013

Analysis

Markit Spain Services PMI (December 2012)

Markit Economic  Andrew Harker Jan 04, 2013

News

Spain: Registered unemployment low in 59,094 people in December

Ministerio de Empleo y Seguridad Social  Jan 03, 2013

News

Spain Drains Fund Backing Pensions

The Wall Street Journal  David Roman Jan 03, 2013

News

In December the €-coin indicator remained stable

Bank of Italy/CEPR  Dec 28, 2013

Analysis

Markit/BME Germany Manufacturing PMI– final data (December 2012)

Markit Economics  Tim Moore Jan 02, 2013

Analysis

Markit Eurozone Manufacturing PMI– final data (December 2012)

Markit Economics  Chris Williamson and Rob Dobson Jan 02, 2013

Analysis

Spain Economic Watch (Q4 2012)

BBVA  Dec 20, 2013

Analysis

Markit Spain Services PMI (November 2012)

Markit Economics  Andrew Harker Dec 05, 2013

Analysis

Markit Spain Manufacturing PMI (December 2012)

Markit Economics  Andrew Harker Jan 02, 2013

News

Greece: LABOUR FORCE SURVEY (Q3 2012)

ELSTAT  Dec 13, 2012

News

Merkel says euro zone crisis far from over

Reuters  Dec 30, 2012

News

Athens to investigate former minister

Financial Times  Kerin Hope Dec 30, 2012

News

Portugal braced for ‘fiscal earthquake’

Financial Times  Dec 30, 2012

Analysis

Spain Outlook: Help Is on the Way

Roubini Global Economics  Katharina Jungen, Jennifer Kapila, David Nowakowski and Megan Greene Dec 18, 2012

News

Spain: Registered unemployment increased by 74,296 people in November

Ministerio de Empleo y Seguridad Social  Dec 04, 2012

Analysis

Kuwait Economic Brief: The International Scene

National Bank of Kuwait  Dec 24, 2012

News

EZ: Flash Consumer Confidence Indicator (December 2012)

European Commission  Dec 20, 2012

Analysis

Germany: Consumer climate falls slightly

GfK  Rolf Bürk Dec 21, 2012

Analysis

Eurozone Outlook: Reduced Tail Risks Not Enough to Avoid Recession

Roubini Global Economics  Nouriel Roubini, Jennifer Kapila, Natalia Gurushina and David Nowakowski Dec 12, 2012

Analysis

Markit Flash Eurozone PMI (December 2012)

Markit Economic  Chris Williamson and Rob Dobson Dec 14, 2012

Analysis

Greece Outlook: Fragility Amid OSI Carrots and Austerity and Reform Sticks

Roubini Global Economics  Nouriel Roubini and David Nowakowski Dec 12, 2012

News

Greece's lenders call bond buyback a success, endorse aid

Reuters  George Georgiopoulos and Matthias Sobolewski Dec 12, 2012

News

‘Grexit dead’ as €34bn loan agreed

Financial Times  Peter Spiegel, Joshua Chaffin and Kerin Hope Dec 13, 2012

News

Eurozone agrees on common bank regulator

Financial Times  Alex Barker Dec 13, 2012

News

Council agrees position on bank supervision

European Commission  Dec 13, 2012

News

European Bank Sees Little Room for Rate Cuts

The Wall Street Journal  Brian Blackstone Dec 11, 2012

Analysis

Markit Germany Services/Composite PMI– final data (November 2012)

Markit Economic  Tim Moore Dec 05, 2012

Analysis

ZEW Indicator of Economic Sentiment - Cautious Optimism (December 2012)

Centre for European Economic Research  Wolfgang Franz Dec 11, 2012

Analysis

Global Wage Report 2012/13: Wages and Equitable Growth

International Labour Organization  Dec 10, 2012

Analysis

The Bank of Greece Interim Report on Monetary Policy 2012

Bank of Greece  Dec 03, 2012

Analysis

New Bundesbank projection: Temporary slowdown

Bundesbank  Dec 07, 2012

News

Monetary developments in the euro area: October 2012

European Central Bank  Nov 28, 2012

Analysis

ECB: Introductory statement to the press conference (with Q&A)

European Central Bank  Dec 06, 2012

Analysis

Markit Eurozone Composite/Services PMI– final data (November 2012)

Markit Economic  Chris Williamson and Rob Dobson Dec 05, 2012

Analysis

Finland: Q3 GDP data is really strange

Nordea  Pasi Sorjonen Dec 05, 2012

News

Euro ministers approve Spanish bank aid

Financial Times  Peter Spiegel and Joshua Chaffin Dec 03, 2012

News

Bank of Spain: Sale of Banco de Valencia

Banco de España (Bank of Spain)  Nov 27, 2012

Analysis

Markit/BME Germany Manufacturing PMI – final data (November 2012)

Markit Economic  Tim Moore Dec 03, 2012

Analysis

2013 Outlook: Bullish markets - A gradual growth recovery under way

Unicredit Bank  Alexander Koch, Nikolaus Keis, Jochen Hitzfeld, Mauro Giorgio Marrano, Marco Valli, Roberto Mialich, Dr. Harm Bandholz, Erik Nielsen and Dr. Luca Cazzulani Nov 30, 2012

News

Flash Consumer Confidence Indicator (November 2012)

European Commission  Nov 22, 2012

Analysis

Markit Eurozone Manufacturing PMI– final data (November 2012)

Markit Economic  Chris Williamson and Rob Dobson Dec 03, 2012

Opinions

Merkel’s opponents offer too much consensus

Financial Times  Wolfgang Münchau Dec 02, 2012

News

Germany Approves Greek Aid

The Wall Street Journal  Harriet Torry and James Angelos Nov 30, 2012

News

Greece: Press release for debt buy back

Ministry of Finance (Hellenic Republic)  Dec 03, 2012

News

Greece set to unveil terms of crucial bond buy-back

Reuters  Lefteris Papadimas Dec 03, 2012

News

Blueprint for a Deep and Genuine EMU

European Commission  Nov 28, 2012

News

Barroso unveils euro survival plan

Financial Times  Peter Spiegel Nov 28, 2012

News

Catalan election weakens bid for independence from Spain

Reuters  Fiona Ortiz and Braden Phillips Nov 26, 2012

Analysis

Ifo: More than just glimmers of hope

Unicredit Bank  Alexander Koch Nov 23, 2012

Analysis

Markit Flash Germany PMI (November 2012)

Markit Economic  Tim Moore Nov 22, 2012

Analysis

Export shares, price competitiveness and the ‘Spanish paradox’

Vox  Rafael Doménech, Miguel Cardoso and Mónica Correa-López Nov 24, 2012

Analysis

Europe Economic Outlook. (Fourth Quarter 2012)

BBVA  Nov 08, 2012

Opinions

German Q3 GDP Release

Roubini Global Economics  Katharina Jungen Nov 15, 2012

Analysis

German GDP: Take it with a pinch of salt

Unicredit Bank  Andreas Rees Nov 15, 2012

Analysis

Economic Update Germany (November 2012)

Rabobank  Marcel Weernink Nov 06, 2012

Analysis

Germany: Robust consumption despite uncertain environment

European Commission  Nov 07, 2012

News

Greek depression deepens in third quarter

Reuters  Nov 14, 2012