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Global Timeline

By the RGE Macro Strategy Team Jan 10, 2013

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

Eurozone Outlook: Reduced Tail Risks Not Enough to Avoid Recession

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

Equity Strategy Weekly

2013 May Not Be the Quiet Harbor Equity Markets Hope For

By Ibrahim Gassambe Dec 4, 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

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

Eurozone Crisis Dashboard

Fragmentation of EZ Financial Markets Declines, but Remains Elevated

By William Oman Nov 1, 2012

Eurozone Crisis Dashboard

Liquidity Conditions Improve in the Eurozone

By William Oman Oct 25, 2012

Interest Rate Dashboard

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

By David Nowakowski 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

Western Europe

Consensus in the Eurozone Core?

By Mikko Forss and Mark Willis Oct 12, 2012

Government Bonds/Interest Rates

Follow the Money: Capital Flight in the Eurozone

By David Nowakowski Oct 10, 2012

Eurozone Crisis Dashboard

Mixed Signals in EZ Liquidity Conditions Again

By William Oman Oct 4, 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

Germany Outlook: Reality Bites

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

Eurozone Crisis Dashboard

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

By William Oman Sep 6, 2012

Conference Call

ECB Pending Actions

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

Eurozone Crisis Dashboard

EZ Bank Data Show Accelerating Retail Deposit Flight From Spain

By William Oman Aug 30, 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

Western Europe

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

By Megan Greene and David Nowakowski 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

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

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

Europe Weekly

German Parliament Approves Aid for Spanish Banking Sector

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

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

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

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

The Big Picture

Desperately Seeking Safe Harbors in EZ Difficulties

By Arnab Das Jun 6, 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

Global Economic Outlook

Germany Outlook: Private Consumption to Drive Economic Growth

By Katharina Jungen and David Nowakowski May 28, 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

What's On Nouriel's Mind

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

By Nouriel Roubini May 1, 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

Europe’s Fiscal Compact: Dead Man Walking

By Megan Greene and Mark Willis Mar 27, 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

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

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

Economic Research

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

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

Economic Research

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

By Katharina Jungen and Mark Willis Feb 13, 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

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

Economic Research

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

By Mikko Forss Dec 19, 2011

Central Bank Watch

European Central Bank: December Update

By Elisa Parisi-Capone Dec 15, 2011

Global Economic Outlook

Outlook Overview: No Such Thing as a Free Lunch

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

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

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

Global Economic Outlook

Germany Outlook Update: From Supercharged Growth to Near-Stagnation

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

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

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

Market Strategy

Macro and Market Outlook: October 2011

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

Cross Asset Monthly

Executive Summary: On the Edge in an Age of Crisis

By Arnab Das Oct 7, 2011

Cross Asset Monthly

Financials: A Slow Unraveling

By Jennifer Kapila Oct 7, 2011

Europe Weekly

Germany's EFSF Ratification; Sarkozy's Dwindling Re-Election Hopes; Poland's Currency Intervention

By Katharina Jungen, Mark Willis and Jelena Vukotic Sep 30, 2011

Global Economic Outlook

Eurozone Outlook Update: Crumbling Growth Prospects

By Katharina Jungen Sep 20, 2011

Global Economic Outlook

Germany Outlook Update: Sharp Growth Slowdown

By Katharina Jungen Sep 16, 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

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

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

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

Economic Research

Global Financial Crisis 2.0: How to Rescue Capitalism

By Nouriel Roubini Aug 12, 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

Cross Asset Monthly

Global Equity: Reality Check

By Gina Sanchez and Ibrahim Gassambe 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

Economic Research

Eastern Europe: Fallout from Italy’s Debt Concerns

By Jelena Vukotic and David Rogovic Jul 19, 2011

Economic Research

Germany's Banking Sector: Resistant to Change?

By Katharina Jungen and Jennifer Kapila Jul 6, 2011

Global Economic Outlook

Eurozone Outlook Update: Make It or Break It?

By Elisa Parisi-Capone Jun 22, 2011

Global Economic Outlook

Emerging Europe and CIS Outlook Update: Recovery Takes Root

By David Rogovic and Rachel Ziemba Jun 20, 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

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

Cross Asset Monthly

The Here and Now: Groundhog Day?

By Arnab Das 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

Global Economic Outlook

Germany Outlook Update: Another Year of Supercharged Growth

By Katharina Jungen Jun 2, 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

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

Government Bonds/Rates: The Price Is Right

By David Nowakowski May 11, 2011

Cross Asset Monthly

Financial Institutions: The Tipping Point?

By Jennifer Kapila May 11, 2011

Global Economic Outlook

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

By Elisa Parisi-Capone May 2, 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

Inflation Sparks Concern Across the Region

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

Cross Asset Monthly

Financial Institutions: Staggering on the Road to Moral Hazard

By Jennifer Kapila 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

Is the Global Nuclear Renaissance Over?

By Gary Clark Mar 31, 2011

Economic Research

Eurozone: March Flash PMIs Signal Consolidation

By Elisa Parisi-Capone Mar 25, 2011

Market Strategy

Stress Tests or Political Opera?

By Jennifer Kapila Mar 21, 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

Cross Asset Monthly

Fixed Income: Necessities and Contingencies

By Arun Motianey Mar 1, 2011

Cross Asset Monthly

Financial Institutions: Turning Japanese (I Really Think So)

By Jennifer Kapila Mar 1, 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

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

Europe Weekly

Greek Debt Restructuring; Turkish Monetary Policy; German Elections; Swedish Banks

By Elisa Parisi-Capone, David Rogovic, Mark Willis and Mikko Forss Jan 21, 2011

Economic Research

Germany: A Busy 2011 Electoral Diary

By Mark Willis 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

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

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

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

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

Europe Weekly

Ireland’s Political Game; Germany’s Economic Slowdown; UK’s Banking Vulnerabilities

By James Mason, Katharina Jungen, Mary Stokes, Parul Walia, David Rogovic, Rachel Ziemba and Mark Willis Nov 26, 2010

Economic Research

Germany: Economic Slowdown Revisited

By Katharina Jungen Nov 26, 2010

Europe Weekly

German Fiscal Consolidation; Icelandic Debt Relief; Sarkozy 2.0

By Katharina Jungen, Mikko Forss, Jelena Vukotic and Mark Willis Nov 19, 2010

Economic Research

Germany: Fiscal Star Pupil

By Katharina Jungen Nov 19, 2010

Market Strategy

QE2: Money for Nothing and Tricks for Free

By RGE Macro and Strategy Teams Nov 3, 2010

Cross Asset Monthly

Global Equity: Pushing on a String

By Gina Sanchez Oct 29, 2010

Europe Weekly

German Labor Market Miracle; Polish Fiscal Worries; UK Growth

By Katharina Jungen, Parul Walia, Mary Stokes, Jelena Vukotic and James Mason Oct 29, 2010

Economic Research

Germany: Explaining the Labor Market Miracle

By Katharina Jungen 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

Europe Weekly

Monetary Policy in Denmark and UK; German Exports; Turkish Bank Lending

By Parul Walia, David Rogovic, Katharina Jungen, Mikko Forss and James Mason Oct 22, 2010

Economic Research

Germany: Export Prospects With a Strengthening Euro

By Katharina Jungen Oct 22, 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

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

Global Economic Outlook

Germany: September 2010 Outlook Update

By Katharina Jungen 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

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

Cross Asset Monthly

Financial Institutions: Cracks in the EZ Façade

By Jennifer Kapila Aug 31, 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: UK and German Inflation; Turkish Monetary Policy; Nordic PMIs

By RGE’s Europe Analyst Team Aug 20, 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

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

Germany: Q3 2010 Outlook

By Katharina Jungen Jul 10, 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

Savers v. Spenders: Balancing the Global Recovery

By Nouriel Roubini Jun 16, 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

Global Economic Outlook

Germany: Q2 2010 Outlook

By Katharina Jungen Apr 12, 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

German Data Points to 'U,' but Doppel Dipping Still a Risk

By Katharina Jungen Mar 15, 2010

Economic Research

Choppy Waters Rock the Trans-Atlantic Relationship

By Michael Moran Mar 11, 2010

Economic Research

Spain: The Way Forward

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

Global Economic Outlook

Germany: Q1 2010 Outlook

By Katharina Jungen Jan 30, 2010

Economic Research

Sovereign Debt: The Developed World's Next Big Problem?

By Arpitha Bykere, Elisa Parisi-Capone and Katharina Jungen Jan 13, 2010

Economic Research

Germany, 20 Years On: Goals Reached?

By Katharina Jungen Nov 9, 2009

Economic Research

Quick Thoughts on Germany, 20 Years Later

By Michael Moran Oct 9, 2009

Economic Research

Germany Economic Outlook, Q4 2009

By Katharina Jungen Oct 7, 2009

Economic Research

Germany Economic Outlook, Q3 2009

By Katharina Jungen Jul 24, 2009

Economic Research

German Government and Business Responses to Sovereign Wealth

By Rachel Ziemba Sep 2, 2008

Daily Digest

Analysis

Germany: Who can set the ball rolling?

Deutsche Bank  Jan 10, 2013

Analysis

ECB: Monetary policy decisions (January 2013)

European Central Bank  Jan 10, 2013

Analysis

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

Markit Economic  Tim Moore Jan 04, 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

News

Merkel says euro zone crisis far from over

Reuters  Dec 30, 2012

Analysis

Germany: Consumer climate falls slightly

GfK  Rolf Bürk Dec 21, 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

New Bundesbank projection: Temporary slowdown

Bundesbank  Dec 07, 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

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

Barroso unveils euro survival plan

Financial Times  Peter Spiegel Nov 28, 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

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

Analysis

ZEW Indicator of Economic Sentiment - Expectations Remain Cautious (November 2012)

Centre for European Economic Research  Wolfgang Franz Nov 13, 2012

Analysis

EC: European Economic Forecast (Autumn 2012)

European Commission  Nov 07, 2012

Analysis

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

Markit Economic  Tim Moore Nov 06, 2012

Analysis

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

Markit Economic  Tim Moore Nov 02, 2012

Analysis

German employment growth is stalling

Unicredit Bank  Alexander Koch Oct 30, 2012

Analysis

Germany: Monthly Economic Report (August 2012)

Bundesbank  Oct 02, 2012

Analysis

German consumer climate slightly brighter (October 2012)

GfK  Rolf Bürkl Oct 26, 2012

Analysis

Ifo Business Climate Continues to Deteriorate (October 2012)

CESifo  Hans-Werner Sinn Oct 24, 2012

Analysis

Markit Flash Germany PMI (October 2012)

Markit Economics  Tim Moore Oct 24, 2012

Opinions

“The clouds over the German economy are darkening”

Roubini Global Economics  Mark Willis Oct 24, 2012

Analysis

ifo & PMIs point to weak Q4

Deutsche Bank  Oliver Rakau Oct 25, 2012

Analysis

Ifo: We see the glass half full

Unicredit Bank  Dr. Andreas Rees Oct 24, 2012

Analysis

Markit Flash Eurozone PMI (October 2012)

Markit Economics  Chris Williamson and Rob Dobson Oct 24, 2012

Opinions

EU Summit: Immediate Reactions

Roubini Global Economics  Megan Greene Oct 19, 2012

News

Rösler: German economy despite turbulent times

Ministry of Economics and Technology  Oct 17, 2012

Analysis

ZEW Indicator of Economic Sentiment - Expectations Improve Slightly (October 2012)

Centre for European Economic Research  Wolfgang Franz Oct 16, 2012

News

Schäuble and Lagarde clash over austerity

Financial Times  Peter Spiegel and Claire Jones Oct 11, 2012

News

Lagarde and Schäuble downplay tensions

Financial Times  Ben McLannahan Oct 12, 2012

News

Troika wants faster cuts

Kathimerini  Oct 03, 2012

News

Athens on alert for Merkel

Kathimerini  Oct 09, 2012

Analysis

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

Markit Economics  Chris Williamson and Rob Dobson Oct 03, 2012

Analysis

Germany: PMIs with strong bump, but growth still expected to slow

Deutsche Bank  Oliver Rakau Sep 21, 2012

Analysis

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

Markit Economic  Tim Moore Oct 03, 2012

Analysis

Economic Update Germany (September 2012)

Rabobank  Marcel Weernink Sep 03, 2012

Analysis

Germany: Ifo Business Climate Index Continues to Fall (September 2012)

CESifo  Hans-Werner Sinn Sep 24, 2012

Analysis

Ifo signals German recession

Danske Bank  Frank Øland Hansen Sep 24, 2012

Analysis

Markit Flash Germany PMI (September 2012)

Markit Economics  Tim Moore Sep 20, 2012

Analysis

Markit Flash Eurozone PMI (September 2012)

Markit Economics  Chris Williamson and Rob Dobson Sep 20, 2012

Analysis

What Germany should fear most is its own fear

VoxEU  Paul De Grauwe and Yuemei Ji Sep 19, 2012

Research

Subprime crisis and Board (In)competence: Private vs Public Banks in Germany

Centre for Economic Policy Research  Harald Hau and Marcel Thum April 25, 2009

Gov. Sites

Germany: Financial Stability Review 2011

Bundesbank  Sep 18, 2012

Data Sources

Pfandbrief market statistics 2003-2011

Association of German Pfandbrief Banks  Sep 18, 2012

Gov. Sites

Bundesbank Annual Report 2009

Bundesbank  Sep 18, 2012

Gov. Sites

Federal Agency for Financial Market Stabilization

FMSA  Sep 18, 2012

Data Sources

Bundesbank statistics

Bundesbank  Sep 18, 2012

RGE Writings

Germany Outlook: Reality Bites

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

RGE Writings

Germany’s Banking Sector: Resistant to Change?

RGE  Katharina Jungen and Jennifer Kapila Jul 6, 2011

Analysis

ZEW Indicator of Economic Sentiment - Economic Expectations Brighten up Slightly (September 2012)

Centre for European Economic Research  Wolfgang Franz Sep 18, 2012

Opinions

ESM/fiscal compact approval by German Constitutional Court

Roubini Global Economics  Elisa Parisi-Capone Sep 12, 2012

News

Germany: Judgment of 12 September 2012

Federal Constitutional Court  Sep 12, 2012

Analysis

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

Markit Economic  Tim Moore Sep 05, 2012

Analysis

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

Markit Economic  Tim Moore Sep 03, 2012

Opinions

Jens Weidmann: 'Too Close to State Financing Via the Money Press'

Interview with SPIEGEL magazine  Aug 29, 2012

Analysis

ZEW Indicator of Economic Sentiment - Expectations Decline Further

Centre for European Economic Research  Wolfgang Franz Aug 14, 2012

Analysis

Ifo: Downside risks building up

Unicredit Bank  Dr. Andreas Rees Aug 27, 2012

Analysis

German Ifo weaker than forecast

BNP Paribas  Dominique Barbet Aug 27, 2012

Analysis

Ifo Business Climate Index Continues to Fall (August 2012)

CESifo  Hans-Werner Sinn Aug 27, 2012

News

Merkel: Working to Keep Greece in Euro

The Wall Street Journal  William Boston and Harriet Torry Aug 24, 2012

Analysis

Markit Flash Germany PMI (August 2012)

Markit Economic  Tim Moore Aug 23, 2012

Analysis

Euro area: No growth before 2013

Danske Bank  Aug 21, 2012