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Advanced Economies

Featured Content

RGE Analysis

Portugal: In for the Long Haul

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

North America Focus

U.S. Durable Goods and Other Data Cast a Shadow on Q1 GDP; Political Challenges in Canada

Prajakta Bhide, Christian Menegatti, Tetiana Sears and Rachel Ziemba Mar 28, 2011

Greece: Fiscal Policy and Public Finances

S&P Downgrades Greece to BB- In Light Of European Council's ESM Deal

RGE Analysis

ECB on a Hiking Trip

Nouriel Roubini and James Mason Mar 8, 2011

G10 Currencies

How is a Strong AUD Affecting Australia's Economy?

North America Focus

U.S. Job Creation Bounces Back; A Temporary Bump in Canadian Housing?

Prajakta Bhide, Tetiana Sears and Rachel Ziemba Mar 7, 2011

Briefings

Sweden: Domestic Demand

Swedish PMI Below 60 First Time Since 2009

Nordics : Sweden : Europe : Macro View : Sectors and Industries

Iceland: External Accounts

Iceland's Capital Control Relaxation Will Take Years

Iceland : Nordics : Europe

Norway: Domestic Demand

Norway's Manufacturing PMI Fell in March

Nordics : Norway : Europe

United States: Fiscal Policy

Government Shutdowns and Discretionary Budget Cuts: What Effect on U.S. Growth in 2011?

United States : North America : Macro View : Fiscal Policy

United States: Labor Market

U.S. Payrolls Maintain Sound Gain in March; Unemployment Rate Eases Slightly to 8.8%

United States : Advanced Economies : North America : Macro View : Labor Markets and Productivity

United States: Price Dynamics (Inflation/Deflation)

Another Slight Pickup in U.S. Core CPI: Room for Sustained Gains in 2011?

United States : North America : Macro View : Monetary Policy and Inflation

United States: Monetary Policy

U.S. FOMC More Positive on Recovery: QE2 to Continue; Inflation Expectations Watch

United States : Advanced Economies : North America : Finance and Banking : Macro View : Monetary Policy and Inflation

United States: Production and Investment

U.S. March ISM Manufacturing Index Shows Continued Gains

United States : North America : Macro View : Sectors and Industries

United States: External Sector

U.S. Trade Deficit Widens Further in January

United States : North America : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance : International Trade and Globalization

Denmark: Banking Sector

Amagerbanken Failure Implies Senior Haircut

Denmark : Nordics : Europe

Iceland: Banking Sector

Iceland's Banks Still Fragile

Iceland : Nordics : Europe

Iceland: Economic Profile

Iceland's Economy Back in Contraction in Q4 2010

Iceland : Nordics : Europe : Macro View : Growth Outlook and Business Cycle

Iceland: Economic Policy

Icelandic Central Bank on Hold in March

Iceland : Nordics : Europe : Finance and Banking : Macro View : Current Financial Crisis

Japan: Economic Profile

Earthquake Rocks Japan: What Are the Economic Ramifications?

Japan : North East Asia : Advanced Economies : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

United States: Real Estate

U.S. Home Prices: The Descent Toward a New Cycle Low Continues

United States : North America : Macro View : Real Estate and Mortgage Finance : Real Estate Sector : Residential

Ireland: Domestic Politics

Irish Government Postpones Seeking Improved Bailout Terms

Eurozone : Ireland : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Australia: External Balance

Australia's January Trade Surplus Remains Strong Despite 40% m/m Decline in Coking Coal Exports

Australia : Pacific : Asia/Pacific : Macro View : Current Account : External Balance

Japan: Monetary Policy

After the Earthquake: BoJ Boosts Purchases of Riskier Assets and Increases Liquidity

Japan : North East Asia : Asia/Pacific : Macro View : Monetary Policy and Inflation

Australia: Economic Profile

Australian Q4 2010 GDP Expands 0.7% q/q, 2.7% y/y

Australia : Pacific : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Japan: Government Bonds

After S&P, Moody's Lowers Japanese Debt Outlook: Can Japan's Debt Be Contained?

Japan : North East Asia : Asia/Pacific : Markets : Government Bonds : Interest Rate Products

New Zealand: Domestic Politics

How Will the Emission Trading Scheme Affect New Zealand's Economy?

New Zealand : Pacific : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

New Zealand: Economic Profile

Will the Christchurch Earthquake Crumble Chances for Growth in 2011?

New Zealand : Pacific : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

New Zealand: Financial Sector

Is New Zealand Fortifying Its Buffers Against Liquidity Shocks?

New Zealand : Pacific : Asia/Pacific : Finance and Banking

New Zealand: Real Estate Sector

How Soft Is New Zealand's Housing Market?

New Zealand : Pacific : Asia/Pacific : Macro View : Real Estate Sector

Australia: Domestic Demand

Australian Capex Expected to Break Another Record in 2011-12

Australia : Pacific : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Australia: Real Estate Sector

Economic Impacts of Australia's Waning Population Growth

Australia : Pacific : Asia/Pacific : Macro View : Real Estate Sector

United Kingdom: Real Estate Market

UK House Price Indexes Are Giving Mixed Signals: What's the 2011 Outlook?

United Kingdom : Europe : Geostrategic and Long Term Issues : Macro View : Real Estate Sector

United States: Economic Profile

U.S. GDP Growth Revised to 3.1% in Q4 on Upward Revision to Investment

United States : Advanced Economies : North America : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle

Sweden: Monetary Policy

Sweden: Another Hike and Upward Rate-Path Revision

Nordics : Sweden : Europe : Macro View : Monetary Policy and Inflation

Japan: Fiscal Policy

How Will Japan Finance its FY2011 Budget Deficit and Reconstruction Efforts?

Japan : North East Asia : Asia/Pacific : Macro View : Fiscal Policy

Norway: Monetary Policy

Norges Bank to Hike Again by Mid-2011

Nordics : Norway : Europe

Norway: Fiscal Policy

Norway's Pension Fund Returns 9.6% in 2010

Nordics : Norway : Europe : Macro View : Fiscal Policy

Germany: Economic Profile

German Industrial Production and New Orders Rise in January

Eurozone : Germany : Europe : Macro View : Growth Outlook and Business Cycle

Sweden: Fiscal Policy

Sweden: Budget to Remain Expansionary in 2011

Nordics : Sweden : Europe : Macro View : Fiscal Policy

Finland: Fiscal Policy

Finland to Tighten Fiscal Policy in 2011?

Eurozone : Finland : Nordics : Europe : Macro View : Fiscal Policy

Canada: Real-Estate Sector

Do Vulnerabilities Loom as Canadian Housing Is Stabilizing?

Canada : North America : Macro View : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Residential

EU and EMU Institutional Framework

Agreement on €500 Billion Post-2013 European Stabilization Mechanism

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

Post-Crisis Regulatory Reforms in the United States

Dodd-Frank Bill: GOP Plans to Obstruct Implementation; Treasury Pushes for Narrow Volcker Rule

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

Russia and the U.S.

U.S.-Russia Ties: President Medvedev Signs Ratification of the New START

Baltics : Central Asia and the Caucasus : Eurozone : Russia : Russia, CIS and the Caucasus : Ukraine : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

Central and Eastern Europe: Economic Outlook

Central Europe Manufacturing: Strong PMI Performance Continues

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

Ireland: Fiscal Policy

S&P Continues Gradual Downgrading of Ireland’s Sovereign Rating

Eurozone : Ireland : Europe : Macro View : Markets : Domestic Politics and Political Risks : Fiscal Policy : Government Bonds : Growth Outlook and Business Cycle : Interest Rate Products : Monetary Policy and Inflation : Real Estate Sector

United States: Oil Production and Supply

U.S. Energy Policy: Obama's Georgetown Speech

United States : North America : Geostrategic and Long Term Issues : Markets : Climate Change and Natural Resources : Commodities : Domestic Politics and Political Risks : Energy : Energy Security and Supply Risks : Oil : Oil and Energy

Belgium: Economic Profile

S&P Cuts Outlook on Belgium's AA+ Rating to Negative From Stable

Benelux : Eurozone : Europe : Macro View : Growth Outlook and Business Cycle

Canada: Consumption

Canadian Consumption Continues to Moderate in January

Canada : Advanced Economies : North America : Macro View : Growth Outlook and Business Cycle : Labor Markets and Productivity

Portugal: Domestic Politics

Portuguese Election Called For June 5

Eurozone : Portugal : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

APEC's Growing Profile

APEC Members Optimistic on Trade Fail to Address Exchange Rate Challenges

Andean : Australia : Canada : Chile : China : Hong Kong and Macau : Indonesia : Japan : Malaysia : Mexico : North East Asia : Pacific : Peru : Philippines : Singapore : South East Asia : South Korea : Thailand : Vietnam, Cambodia and Laos : Asia/Pacific : Geostrategic and Long Term Issues : IMF and International Economic Institutions : International Organizations

United States: Obama's Foreign Trips

Obama's Asia Tour: Progress in India, Mixed Results Further East

United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Greece: Domestic Politics

Civil Unrest in Greece as Austerity Measures Take Effect

Eurozone : Greece : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

The G20's Role in Economic Policy Making

The G20: A Small Step Toward Coordination of Imbalances?

Argentina : Australia : Canada : China : Gulf Cooperation Council : India : Indonesia : Japan : Mexico : North East Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South East Asia : South Korea : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Macro View : External Balance : IMF and International Economic Institutions : International Organizations

EU Enlargement Process

Western Balkan Countries: Rocky Road to EU Membership

Croatia : Iceland : Nordics : Serbia : South East Europe : Turkey : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Spain: Banking Sector

Spanish Banking Sector Reform: Banks Ordered to Raise €15.5 Billion

Eurozone : Spain : Europe : Finance and Banking

United States: Foreign Policy and Strategy

Obama's Asia Tour: Progress in India, Mixed Results Further East

United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

Eastern Europe: External Accounts

Eastern Europe: Will High Current Account Deficits Return?

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : Russia : Russia, CIS and the Caucasus : South East Europe : Ukraine : Europe : Macro View : Capital Flows, FDIs, Capital Controls : Current Account : External Balance

French Security and Defense Policy

Entente Fiscale: France and the UK Ink Belt-Tightening Defense Pact

France : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Terrorism, Civil Strife and Security

Eastern European Public Finances

Growth Dynamics and Political Pressures Test Effectiveness of Fiscal Consolidation Measures

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : South East Europe : Europe : Macro View : Fiscal Policy

NATO's Future Role

NATO in Afghanistan: Initial Phases of ‘Transition’ Disclosed

Baltics : Benelux : Bulgaria : Canada : Croatia : Czech Republic : Denmark : Eurozone : Greece : Hungary : Norway : Poland : Romania : Spain : Turkey : United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Organizations

Europe's Neutrals

What Are the Effects of Ireland’s Harsh Spending Cuts?

Austria : Finland : Ireland : Sweden : Switzerland : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Central and Eastern European Demographics

Central and Eastern European Demographics: Impact Of Greying And Emigration

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : Slovakia : South East Europe : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Labor Markets and Productivity

Canada: The Canadian Dollar

Canadian Dollar: Is Parity the Loonie's New Reality?

Canada : North America : Macro View : Markets : Currencies : Monetary Policy and Inflation

United Kingdom: Domestic Politics

United Kingdom: Coalition Unveils Defense Cuts

United Kingdom : Advanced Economies : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Reform of the European Union

Hungary's EU Presidency Marred by International Criticism

Central Europe : Czech Republic : Eurozone : Poland : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks : International Organizations

Eurozone: Economic Profile

Eurozone: Inflation on the Rise

Eurozone : Europe : Macro View : Growth Outlook and Business Cycle

EMU Uncertainty

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

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

China: Domestic Politics

What’s China’s Plan for 2011-15?

China : Nordics : North East Asia : Norway : Asia/Pacific : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks

Spain's Growing Current Account Deficit

Spain's Stock Market Faces Bleak Prospects

Spain : Europe : Macro View : Current Account

Spain's Economic Rescue Fund

Spanish House Prices: Only Half-Way Through

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

Italy: Domestic Politics

Italy: Increased Political Instability; Berlusconi to Stand Trial

Eurozone : Italy : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

EU Banking System

EU Stress Test Round Two: Ireland Reveals €24 billion Capital Shortfall

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

Slovakia: Economic Profile

Slovakia Macro View: Strong Q2 GDP Growth, Tatra Tiger Rebounds

Central Europe : Eurozone : Slovakia : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle

Mortgage Loans and Securitization Process: Legal Issues

MERS Rulings and Foreclosure Mess: US$20 Billion Settlement Underway?

United States : Advanced Economies : North America : Finance and Banking : Real Estate and Mortgage Finance : Securitization and Structured Finance

Delinquencies and Foreclosures in the Residential Mortgage Market

Was the U.S. Mortgage Market Effectively Nationalized? Yes, As Early As Q3 2007

United States : Advanced Economies : North America : Finance and Banking : Real Estate and Mortgage Finance

Norway: Economic Profile

Norges Bank to Hike Again by Mid-2011

Nordics : Norway : Europe : Macro View : Growth Outlook and Business Cycle

Sweden: Economic Profile

Swedish Growth in Excess of 7% y/y in Q4 2010

Nordics : Sweden : Advanced Economies : Europe : Macro View : Growth Outlook and Business Cycle

Finland: Economic Profile

Finland Macro View: Strong Growth to Continue in 2011

Finland : Nordics : Europe : Macro View : Growth Outlook and Business Cycle

Denmark: Economic Profile

Denmark's Revised GDP Figures Confirm Contraction in Q4 2010

Denmark : Nordics : Europe : Macro View : Growth Outlook and Business Cycle

Lithuania: Economic Profile

Lithuanian GDP Surprises on Upside, Expanding 1.3% in 2010

Baltics : Eurozone : Europe : Frontier Markets : Macro View : Growth Outlook and Business Cycle

Latvia: Economic Profile

Latvia: Fiscal Measures Spur Positive Rating Actions

Baltics : Eurozone : Europe : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle

Currency Pegs in the Baltic States

Baltic Banking Systems: Will Regulatory Changes Impede Future Bank Lending?

Baltics : Eurozone : Sweden : Europe : Frontier Markets : Macro View : Markets : Currencies

Political Risk in the Baltics

Lithuania: Fiscal Consolidation Continues

Baltics : Eurozone : Europe : Frontier Markets : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Estonia: Economic Profile

On the Back of Euro Adoption, Estonia Re-elects Coalition Government

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

The Group of Seven (G-7)

Has the G20 Superseded the G7/G8?

Canada : Japan : North East Asia : United Kingdom : United States : Asia/Pacific : Europe : North America : Geostrategic and Long Term Issues : International Organizations

Canada: Equity Markets

Canadian Equities Extend Their Rally into 2011

Canada : North America : Markets : Equities

Canada: Government Bonds

Canadian Government Bond Outlook

Canada : North America : Markets : Government Bonds : Interest Rate Products

The Asia/Pacific Strategic Balance

Political Instability in Pakistan

Australia : China : Japan : North East Asia : Pacific : South Asia : South Korea : Taiwan : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

The Evolving OAS

Cuba Begins to Lay Off State Workers

Andean : Argentina : Bolivia : Brazil : Canada : Chile : Colombia : Ecuador : Mexico : Peru : Uruguay : Venezuela : Latin America : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks : International Organizations

Sovereign Risk in the Eurozone

Sovereign Risk: Portuguese Bond Selloff Resumes

Eurozone : Greece : Ireland : Italy : Spain : Europe : Markets : Fiscal Policy : Government Bonds : Interest Rate Products

Portugal: Economic Profile

Bank of Portugal Cuts 2011 Growth Forecast to -1.4%

Eurozone : Portugal : Europe : Geostrategic and Long Term Issues : Macro View : Domestic Politics and Political Risks : Growth Outlook and Business Cycle

France: Domestic Politics

Polls Show Rising Support for Far Right in France

Eurozone : France : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Canada: Monetary Policy

Canadian Core Inflation Slows to Record Low in February

Canada : Advanced Economies : North America : Macro View : Monetary Policy and Inflation

Japan: Inflation

Japan CPI Falls 0.3% in February

Japan : North East Asia : Advanced Economies : Asia/Pacific : Macro View : Monetary Policy and Inflation

Japan: The Yen

G7 Intervene to Cool the Yen

Japan : North East Asia : Asia/Pacific : Markets : Currencies

Spain: Domestic Politics

Basque ETA Declares 'Permanent' Cease-Fire, Spain Wants 'Definitive End'

Eurozone : Spain : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Slovakia: Fiscal Policy

Slovakia’s Fiscal Position: Will the New Center-Right Government Meet the 2010 Deficit?

Central Europe : Eurozone : Slovakia : Europe : Macro View : Fiscal Policy

North Korea: Nuclear Program

Korea Tensions: Gates Says Six-Party Talks Can Continue After Koreas Meet

China : Japan : North East Asia : South Korea : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

Credit Rating Agencies

EU to Set Up European Credit Rating Agency

Eurozone : United States : Europe : North America : Finance and Banking : Capital Market Intermediaries : Financial Systems and Regulation

Greece: Economic Profile

Greece Continues Contracting in Q4 2010 at 1.4% q/q

Eurozone : Greece : Europe : Macro View : Growth Outlook and Business Cycle

Australia: Monetary Policy

RBA Maintains Cash Rate at 4.75%: How Long Can Inflation Pressures Be Contained?

Australia : Pacific : Advanced Economies : Asia/Pacific : Macro View : Monetary Policy and Inflation

New Zealand: Monetary Policy

When Will the Reserve Bank of New Zealand Tighten?

New Zealand : Pacific : : Macro View : Monetary Policy and Inflation

IMF's Role in Central and Eastern Europe

Romania: Government Seals New Precautionary IMF Loan

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

Australia: Labor Market

Australian Unemployment Remains at 5%; Can Wage Pressures Be Contained?

Australia : Pacific : Asia/Pacific : Macro View : Labor Markets and Productivity

Mark-to-Market Accounting

FAS 140 Revision Drives Re-Intermeditation of US$900 Billion Off-Balance-Sheet Assets: What Impact?

United States : Advanced Economies : North America : Finance and Banking : Banks and Risk Management

Central Bank Reserves Diversification

Reserves Shifting Away From the Dollar?

United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Macro View : Markets : Currencies : External Balance : FX Reserves and Sovereign Wealth

The Falklands/Malvinas Dispute

Likelihood of Oil in the Falkland Islands

Argentina : United Kingdom : Europe : Latin America : Geostrategic and Long Term Issues : Markets : Commodities : Energy : Foreign Policy and Geostrategic Risks : Oil and Energy

United Kingdom: Economic Profile

UK Manufacturing PMI Maintains Record High Reading

United Kingdom : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle

United States: Consumption

U.S. March Consumer Confidence Erodes on Deterioration in Expectations

United States : North America : Macro View

United Kingdom: Fiscal Policy

UK Budget 2011: Fiscally Neutral, But With Cuts to Fuel Duty and Corporation Tax

United Kingdom : Europe : Macro View : Fiscal Policy : Growth Outlook and Business Cycle

The United States and the 'Wars of 9/11'

NATO's Afghanistan Mission: U.S. to Deploy 1,400 Extra Marines

Iraq : United States : Middle East and Africa : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Terrorism, Civil Strife and Security

The U.S. Intelligence Community

Can Pakistan’s Taliban Strike at America?

United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security

Resolution of Troubled Financial Institutions

Contingent Convertibles (CoCos): Credit Suisse to Issue US$7bn; Barclays to Issue as Bonuses

United States : Advanced Economies : Europe : North America : Finance and Banking : Financial Systems and Regulation

Economics of the Olympics and Other Major Sporting Events

How Will Qatar Benefit from the Successful World Cup Bid?

Canada : China : Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : North East Asia : South Africa : Asia/Pacific : Latin America : Middle East and Africa : North America : Macro View

Belgium: Domestic Politics

Belgium: Continued Political Deadlock, New Negotiator Appointed

Benelux : Eurozone : Europe : Geostrategic and Long Term Issues

Euro Adoption Path for EU Newcomers

EU Newcomers' Euro Adoption: Delays Expected Due to Eurozone Debt Crisis

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : South East Europe : Europe : Frontier Markets : Macro View

United States: Domestic Politics

GOP Exploratory Committees Kick-off 2012 U.S. Presidential Race

United States : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Political Risk in Northern Ireland

Has Peace Become Permanent in Northern Ireland?

Eurozone : Ireland : United Kingdom : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Terrorism, Civil Strife and Security

Japan: Foreign Policy

Will Japan and U.S. Resolve Okinawa Dispute?

Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Greece: Fiscal Policy and Public Finances

S&P Downgrades Greece to BB- In Light Of European Council's ESM Deal

Eurozone : Greece : Europe : Finance and Banking : Macro View : Fiscal Policy

The European Central Bank and the Eurosystem

ECB and Dependent Banks: Medium-Term Funding Facility on Hold, Broader Acceptance of Irish Collateral

Eurozone : Greece : Europe : Macro View : Fiscal Policy : Monetary Policy and Inflation

Credit Default Swaps (CDS)

Credit Default Swaps and Clearinghouses: New Papers From Banque de France's Financial Stability Review

United States : Europe : North America : Finance and Banking : Markets : Derivatives : Securitization and Structured Finance

Netherlands: Private Consumption

Will Dutch Private Consumption Recover the Lost Ground?

Benelux : Eurozone : Europe : Macro View : Growth Outlook and Business Cycle

Eurozone: The Euro

Will the Euro Fall to Parity With the U.S. Dollar?

Eurozone : Europe : North America : Markets : Currencies

United Kingdom: Foreign Policy

United Kingdom: Coalition Unveils Defense Cuts

United Kingdom : Europe : Geostrategic and Long Term Issues : Macro View : International Organizations

Australia: Fiscal Policy

Australian Budget 2010-11: Budgeting for Better Times?

Australia : Pacific : Asia/Pacific : Macro View : Fiscal Policy

Germany: Domestic Politics

Germany: Huge Electoral Setback for Chancellor Merkel

Eurozone : Germany : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Spain: Economic Profile

Spain: Upward Revisions to Growth and Inflation Forecasts in 2011

Eurozone : Spain : Europe : Macro View : Growth Outlook and Business Cycle

Slovenia: Economic Profile

Slovenia Economic Outlook: Q2 GDP Contracts 9.3% Y/Y, Recovery Hinges on Upturn in Trading Partners

Europe : Macro View : Growth Outlook and Business Cycle

United States: Climate Change Policy

EPA Rulings on CO2: Is Regulation the Right Answer?

United States : North America : Geostrategic and Long Term Issues : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Oil and Energy

Australia: Domestic Politics

Loss at State Level for Australian Labor Party: Hard Road for Mining Tax?

Australia : Pacific : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks : Foreign Policy and Geostrategic Risks

Australia: Financial Sector

Australian Credit Markets: Will Lending to Businesses Rise in Q1 2011?

Australia : Pacific : Asia/Pacific : Finance and Banking : Banks and Risk Management : Hedge Funds and Private Equity : Real Estate and Mortgage Finance : Securitization and Structured Finance

Japan: Non-Bank Financial Institutions

Should Japan Post Resume Privatization?

Japan : North East Asia : Asia/Pacific : Finance and Banking

Cyprus: Economic Profile

The Specifics in Cyprus

Europe : Macro View : Growth Outlook and Business Cycle

Italy: Economic Profile

Italy's Economy Disappoints With 0.1% Expansion in Q4 2010

Eurozone : Italy : Europe : Macro View : Growth Outlook and Business Cycle

OTC Derivatives Regulation

Central OTC Derivatives Counterparties: New Guidelines for Clearing and Reporting

United States : North America : Finance and Banking : Financial Systems and Regulation : Securitization and Structured Finance

New Zealand: Foreign Politics

Will China Take Over New Zealand Dairy Farms?

New Zealand : Pacific : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Loan Modifications

Short Refinance Program: FHA Will Provide Additional Refinancing Options to Homeowners

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

United States-China Relations

Mr. Hu Goes to Washington: Sino-U.S. Relations on the Mend in 2011?

China : North East Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Trade and Globalization

United States: Corporate Bonds

Investment-Grade Bonds: How Sustainable Is the Rally?

United States : Advanced Economies : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit : Money Markets

Political Risk in Eastern Europe

Hungary's EU Presidency Marred by International Criticism

Baltics : Bulgaria : Central Europe : Czech Republic : Eurozone : Hungary : Poland : Romania : Russia, CIS and the Caucasus : South East Europe : Ukraine : Emerging Markets : Europe : Frontier Markets : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Nuclear Weapons Proliferation

Pakistan's Growing Nuclear Arsenal—A Growing Risk for the U.S.

Egypt : United States : Middle East and Africa : North America : Geostrategic and Long Term Issues : Nuclear Proliferation : Terrorism, Civil Strife and Security

Canada: Economic Profile

Canadian Economy Continues to Show Strong Growth in January

Canada : North America : Macro View : Growth Outlook and Business Cycle : Monetary Policy and Inflation

Japan: Domestic Demand

After the Quake: Will Japan's Retail Sales Soften or Nosedive?

Japan : North East Asia : Asia/Pacific : Macro View

Oil and Gas Sector

Resource Grab: M&A Activity in the Commodities Sector Picks Up

Canada : Advanced Economies : Emerging Markets : Europe : Middle East and Africa : North America : Macro View : Markets : Commodities : Energy : Natural Gas : Oil : Oil and Energy : Sectors and Industries

Austria: Inflation

Upward Trend in Austria's Inflation Halts in February 2010

Austria : Eurozone : Europe : Macro View : Monetary Policy and Inflation

Global Monetary System

Could the SDR Play a Larger Role in the International Monetary System?

United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Interest Rate Products : Monetary Policy and Inflation

Germany: Price Dynamics (Inflation/Deflation)

German Inflation Reaches 2% in February

Eurozone : Germany : Europe : Macro View : Monetary Policy and Inflation

France: Household Consumption

France: Private Consumption Slips in January

Eurozone : France : Europe : Macro View : Growth Outlook and Business Cycle

Eurozone: Monetary Policy

Eurozone Loans to NFC Contracting at a Slower Rate

Eurozone : France : Germany : Italy : Spain : Europe : Macro View : Monetary Policy and Inflation

United States: Entitlement Reform

U.S. Healthcare Reform and Repeal: Legislation a Work in Progress

United States : North America : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Fiscal Policy

Ireland: Economic Profile

Irish GDP up 0.5% q/q in Q3 2010 on Strong Net Exports

Eurozone : Ireland : Europe : Macro View : Growth Outlook and Business Cycle

Hedge Fund and Private Equity Regulation

Hedge Fund and Private Equity in Europe: EU Parliament Approves Compromise Regulation

United States : Advanced Economies : Europe : North America : Finance and Banking : Financial Systems and Regulation : Hedge Funds and Private Equity

France: Price Dynamics (Inflation/Deflation)

France: Slight Inflation Decline In February

Eurozone : France : Europe : Macro View : Monetary Policy and Inflation

United Kingdom: Banking Sector

Risks and Regulations for the UK Banking Sector: Banks to Run 'Reverse Stress Tests'

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

Too-Big-To-Fail Banks

EU Lawmakers Approve Tough Bank Bonus Rules, UK Proposes Bank Liabilities Tax

Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Banks and Risk Management : Financial Systems and Regulation

Russia: Consumption

Is Inflation Weighing on Russian Household Consumption?

Eurozone : Russia : Russia, CIS and the Caucasus : Europe : Geostrategic and Long Term Issues : Macro View : External Balance : Growth Outlook and Business Cycle

Biofuel

Could U.S. Ethanol Subsidies Be Rescinded?

Brazil : China : North East Asia : United States : Asia/Pacific : Latin America : North America : Geostrategic and Long Term Issues : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Oil and Energy

Alternative Transport Fuels

Greening Transport: Electric, Gas or Ethanol?

United States : Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources

Germany: Export Sector

German Exports Grow 0.5% in December: Current Account Surplus Widens

Eurozone : Germany : Europe : Macro View : Markets : International Trade and Globalization : Sectors and Industries

Portugal: Fiscal Policy and Public Finances

Portugal: 2010 Deficit Upwardly Revised to 8.6%

Eurozone : Portugal : Europe : Macro View : Fiscal Policy

United States: Equities

U.S. Equities Rally as 2011 Outlook Improves

United States : North America : Markets : Equities

China: Defense and Security Policy

Sino-Japanese Relations: China's Oil and Naval Actions Draw Japanese Protest

China : North East Asia : Pacific : South Asia : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Repurchase Agreements

Fed's New Tools: Interest on Reserves, Reverse Repos and Term Deposits

United States : Advanced Economies : North America : Finance and Banking : Markets : Capital Market Intermediaries : Money Markets : Securitization and Structured Finance

United Kingdom: Credit Rating Profile

UK 2010 Budget Report

United Kingdom : Europe : Markets : Government Bonds : Interest Rate Products

United States: Power Sector

A U.S. Smart Grid: From Concept to Reality?

United States : North America : Geostrategic and Long Term Issues : Climate Change and Natural Resources : Energy Security and Supply Risks : Sectors and Industries

Turkey and EU Accession

Turkey's Foreign Policy: Shifting Eastward?

Turkey : Europe : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

The Group of Eight (G8)

Has the G20 Superseded the G7/G8?

Canada : Japan : North East Asia : Russia : Russia, CIS and the Caucasus : United Kingdom : United States : Asia/Pacific : Europe : North America : Macro View

Norway: Government Pension Fund

Norway's Pension Fund Returns 9.6% in 2010

Nordics : Norway : Europe : Geostrategic and Long Term Issues : Macro View : Demographics, Retirement and Health Care : Fiscal Policy : FX Reserves and Sovereign Wealth

Canada: Fiscal Policy

Canada's 2011-12 Budget Set to Face Challenges in Parliament

Canada : North America : Macro View : Fiscal Policy

Japan: Demographics

Japan's Looming Pension Crisis

Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Demographics, Retirement and Health Care

Credit Market Conditions in the Eurozone

Eurozone Loans to NFC Contracting at a Slower Rate

Eurozone : Europe : Finance and Banking

United Kingdom: The British Pound

GBP: What Are the Causes and Effects of Pound Depreciation?

United Kingdom : Europe : Markets : Currencies

Switzerland: Economic Profile

Swiss GDP Up 0.9% Q/Q in Q4 2010 on Robust Domestic Demand

Switzerland : Europe : Macro View : Growth Outlook and Business Cycle

United Kingdom: Bond Market

United Kingdom : Europe : Finance and Banking : Macro View : Markets : Government Bonds : Interest Rate Products

United Kingdom: Government Debt

United Kingdom : Europe : Finance and Banking : Macro View : Current Financial Crisis : Growth Outlook and Business Cycle

Canada: Energy Sector

Resources Driving Foreign Investment to Canada?

Canada : North America : Geostrategic and Long Term Issues : Markets : Commodities : Energy : Energy Security and Supply Risks : Natural Gas : Oil : Oil and Energy

United Kingdom: Domestic Demand

UK Manufacturing PMI Declines to Five-Month Low

United Kingdom : Europe : Macro View : Current Financial Crisis

Public-Private Investment Program (PPIP) and TALF

US$1 Trillion TALF for New ABS and New/Legacy CMBS: US$100 Billion in Assets Sold

United States : North America : Finance and Banking : Asset Management and Portfolio Choice

France: Labor Market

French Unemployment Falls to 9.2% in Q4 2010

Eurozone : France : Europe : Macro View : Labor Markets and Productivity

Nordics: Banking Sector

Swedish Banks to Face Tight Regulation?

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

Pension Funds: Asset Allocation

How Well-Funded Are Global Corporate Pension Plans?

Canada : United States : North America : Finance and Banking : Geostrategic and Long Term Issues : Asset Management and Portfolio Choice : Demographics, Retirement and Health Care

Germany: Labor Market

German Unemployment Falls to 7.1% in March

Eurozone : Germany : Europe : Macro View : Labor Markets and Productivity

United Kingdom: Monetary Policy

UK CPI Inflation Rises to 4.4% y/y in February 2011

United Kingdom : Europe : Macro View : Monetary Policy and Inflation

Greece: Banking Sector

Restructuring Plan for the Greek Banking Sector

Eurozone : Greece : Europe : Finance and Banking : Banks and Risk Management

Eastern European Energy Security

Energy Security in Poland: Government Agrees on New Deal for Russian Gas Deliveries

Bulgaria : Central Asia and the Caucasus : Central Europe : Eurozone : Finland : Poland : Russia : Russia, CIS and the Caucasus : Serbia : South East Europe : Ukraine : Europe : Geostrategic and Long Term Issues : Commodities : Energy : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks : Natural Gas : Oil and Energy

Ireland: Banking Sector

Stress Tests Reveal €24 Billion Shortfall in Irish Banks

Eurozone : Ireland : Europe : Finance and Banking : Banks and Risk Management

French Foreign Policy

Coup in Niger: Uranium Market Implications?

France : Europe : Middle East and Africa : Geostrategic and Long Term Issues : Development Challenges : Foreign Policy and Geostrategic Risks : International Organizations : Terrorism, Civil Strife and Security

Canada: Exports

Canadian Trade Surplus Narrows in January as Imports Rebound

Canada : North America : Macro View : Current Account : External Balance : International Trade and Globalization

Japan's Lost Decade

Japan's Money Supply Grows as Lending Falls for the 14th Consecutive Month

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

Government Sponsored Enterprises

Long-Term Options for Fannie and Freddie: Treasury Envisages Wind-Down

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

Foreign Purchases of U.S. Assets

U.S. TIC Data: Reserve Accumulation Leads to Foreign Treasury Purchases

United States : North America : Macro View : Current Account : External Balance : FX Reserves and Sovereign Wealth

Systemic Effects of Exit Strategies

Bank of England's MPC: No Rate Change as Expected

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

Ireland: Labor Market

Eurozone : Ireland : Europe : Macro View : Labor Markets and Productivity

Nordics: Monetary Policy

Sweden: Another Hike and Upward Rate-Path Revision

Denmark : Nordics : Norway : Sweden : Europe : Macro View : Monetary Policy and Inflation

Spain: Labor Market

Unemployment in Spain Continues to Rise in March: Is This the Peak?

Eurozone : Spain : Europe : Macro View : Labor Markets and Productivity

The European Banking Sector

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

Eurozone : Europe : Finance and Banking : Financial Systems and Regulation

United States: U.S. Dollar Long-Term

Central Banks Reserves Diversification: Shifting Away from the Dollar?

United States : North America : Markets : Currencies

Leveraged Loans and Collateralized Loan Obligations (CLO)

Leveraged Loans and CLOs: Markets Stage a Comeback

United States : Advanced Economies : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit

United States: Defense Policy and Spending

U.S. Defense Spending Meets Deficit Fears

Iraq : North East Asia : United States : Asia/Pacific : Middle East and Africa : North America : Geostrategic and Long Term Issues : Development Challenges : Foreign Policy and Geostrategic Risks : Terrorism, Civil Strife and Security

France: Fiscal Policy

France: 2010 Budget Deficit Better Than Expected 7% of GDP

Eurozone : France : Europe : Macro View : Fiscal Policy

Eurozone Cohesion

Adjustment in the EMU: Converging and Diverging Forces

Eurozone : Europe : Geostrategic and Long Term Issues : Macro View

High-Yield Bonds and Distressed Debt

High-Yield Bonds Back at Par: Where to Go from Here?

United States : Advanced Economies : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit : Hedge Funds and Private Equity

Australia: Trade

Australia : Pacific : Asia/Pacific : Macro View : International Trade and Globalization

Hedge Fund Performance

Hedge Funds: Outlook for 2010

United States : North America : Finance and Banking : Hedge Funds and Private Equity

EU Climate Change Policy

What’s Brewing in EU Climate Policy After Copenhagen?

Eurozone : Europe : Geostrategic and Long Term Issues : Climate Change and Clean Energy : Climate Change and Natural Resources

Italy: Fiscal Position

Italy's Public Finances: Will Investors Grow Nervous over Political Instability?

Eurozone : Italy : Europe : Macro View : Fiscal Policy : Growth Outlook and Business Cycle

Spain: Fiscal Policy

Moody's Downgrades Spain to Aa2 with Negative Outlook Upon Bank Recapitalization Requirements

Eurozone : Spain : Europe : Macro View : Fiscal Policy

Italy: Labor Market

Italian Unemployment at 8.5% in Q4 2010

Eurozone : Italy : Europe : Macro View : Markets : Labor Markets and Productivity

Ireland: Inflation

Ireland's Inflation Jumps to 1.7% y/y in January

Eurozone : Ireland : Europe : Macro View : Monetary Policy and Inflation

Global Fiscal Stimulus Measures

President Obama Announces FY2012 Budget; Deficit Projected at $1.1 Trillion

North East Asia : Pacific : South East Asia : Taiwan : United Kingdom : Advanced Economies : Asia/Pacific : Europe : North America : Macro View : Current Account : Current Financial Crisis : External Balance : Fiscal Policy : IMF and International Economic Institutions

Canada: Domestic Politics

Canada's Minority Government Falls: May Election Looming

Canada : North America : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Japan: Banking Sector

What Reforms Do Japanese Banks Need to Make?

Japan : North East Asia : Asia/Pacific : Finance and Banking : Banks and Risk Management

New Zealand: Domestic Demand

Are New Zealand Consumers Returning to Their Spendthrift Lifestyle?

New Zealand : Pacific : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Global Military Spending

Global Military Spending Still on the Rise?

China : Gulf Cooperation Council : North East Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Sectors and Industries : Terrorism, Civil Strife and Security

United States-Turkey Relations

Turkey's Foreign Policy: Shifting Eastward?

Turkey : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Advanced Economies: Financial Sector Taxes

EU Lawmakers Approve Tough Bank Bonus Rules, UK Proposes Bank Liabilities Tax

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

United States: Commercial Real Estate Loans and Mortgage-Backed Securities (CMBS)

Commercial Real Estate Loss Estimates

United States : Advanced Economies : North America : Finance and Banking : Commercial : Real Estate and Mortgage Finance : Real Estate Sector

United States: Banking Sector Performance

Q3 2010 Reporting: Earnings Exceed Expectations, But Trading Divisions Are Down

United States : North America : Finance and Banking

New Zealand: External Accounts

Is New Zealand's Current Account Deficit Bottoming Out?

New Zealand : Pacific : Asia/Pacific : Macro View : Current Account

The Troubled Asset Relief Program (TARP)

Large Banks Repay TARP Capital: What Has It Achieved?

United States : North America : Finance and Banking : Macro View : Banks and Risk Management : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles

Russia and the EU

U.S.-Russia Ties: President Medvedev Signs Ratification of the New START

Austria : Baltics : Central Europe : Eurozone : Germany : Italy : Russia : Russia, CIS and the Caucasus : Ukraine : Europe : Geostrategic and Long Term Issues : Energy Security and Supply Risks : Foreign Policy and Geostrategic Risks

The Netherlands: Economic Profile

The Netherlands Gets a Minority Right-Wing Government

Benelux : Eurozone : Europe : Geostrategic and Long Term Issues : Macro View : Growth Outlook and Business Cycle

New Zealand: The New Zealand Dollar

Is New Zealand's Current Account Deficit Bottoming Out?

New Zealand : Advanced Economies

Germany: Household Consumption

Inflation Hits German Retail Spending and Consumer Confidence in March

Eurozone : Germany : Europe : Macro View

Dark Liquidity Pools

The 'Flash Crash' of May 6: SEC Releases Final Report

United States : Advanced Economies : Europe : North America : Finance and Banking : Markets : Equities : Hedge Funds and Private Equity

Sino-Japanese Relations

Sino-Japanese Relations: China's Oil and Naval Actions Draw Japanese Protest

China : Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

United States: Financial Sector Compensation

Will Large Financial Sector Compensation and Bonuses Continue in the U.S. Despite Political Backlash?

United States : Finance and Banking : Macro View : Domestic Politics and Political Risks : Labor Markets and Productivity

Austria: Banking Sector

Austria : Eurozone : Europe : Finance and Banking

Hedge Funds and Private Equity as Leveraged Investors

The Role of Hedge Funds: Sell-Off Drivers or Liquidity Providers?

United States : North America : Finance and Banking : Hedge Funds and Private Equity

Global Health: Pandemics

Swine Flu Epidemic: Impact on Mexico's Economy

Mexico : United States : Latin America : North America : Geostrategic and Long Term Issues : Climate Change and Natural Resources : Diseases and Natural Disasters

Private Equity and Sovereign Wealth Funds in Germany

Is Germany's Recession an Opportunity for SWFs and Private Equity Firms?

Eurozone : Germany : Europe : Finance and Banking : Macro View : FX Reserves and Sovereign Wealth : Hedge Funds and Private Equity : Sectors and Industries

France: Banking Sector

France to Adopt One-Off Bonus Tax

Eurozone : France : Europe : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation

France: Economic Profile

France: Moderate 0.3% Economic Expansion In Q4 2010

Eurozone : France : Europe : Macro View : Growth Outlook and Business Cycle

Switzerland: Monetary Policy and Inflation

Swiss inflation rises to 0.5% y/y in Feb

Switzerland : Europe : Macro View : Monetary Policy and Inflation

Switzerland: Labor Market

Switzerland : Europe : Macro View : Markets : Labor Markets and Productivity

United States: U.S. Dollar Short-Term

What Is the Short-Term Outlook for the U.S. Dollar?

United States : North America : Markets : Currencies

Italy: Private Consumption

Will the Italian Consumer Hold Back the Economic Recovery?

Eurozone : Italy : Europe : Macro View : Growth Outlook and Business Cycle

The Netherlands: Price Dynamics (Inflation/Deflation)

Has Dutch Inflation Reached its Trough?

Benelux : Eurozone : Europe : Macro View

The Bank for International Settlements (BIS)

Argentina : Australia : Brazil : Canada : Chile : China : Hong Kong and Macau : India : Indonesia : Japan : Maghreb : Malaysia : Mexico : New Zealand : North East Asia : Pacific : Philippines : Portugal : Russia : Russia, CIS and the Caucasus : Singapore : South Africa : South Asia : South East Asia : South Korea : Thailand : United States : Asia/Pacific : Latin America : Middle East and Africa : North America

The Commonwealth and the UK

Australia : Canada : Ireland : Pacific : South Asia : United Kingdom : Geostrategic and Long Term Issues : Development Challenges : Foreign Policy and Geostrategic Risks : International Organizations

Federal Deposit Insurance Corporation Guarantee Programs

Banks' Dash to Short-Term Financing: What is the Rollover Risk?

United States : North America : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation

Commercial Real Estate: Global Outlook Precarious

Bailing Out the U.S. Housing and Financial Sector: Fiscal Costs and Risks to Taxpayers Getting Bigger?

Eurozone : Pacific : United States : Asia/Pacific : Europe : Middle East and Africa : North America : Finance and Banking : Real Estate and Mortgage Finance

Financial Integration in the Eurozone

Financial Integration and Current Account Imbalances: What Are the Links?

Eurozone : Europe : Macro View

Eurozone: Price Dynamics (Inflation/Deflation)

Eurozone Inflation Accelerated to 1.8% in September; Core Inflation Steady at 1%

Eurozone : Europe : Macro View : Monetary Policy and Inflation

Italy: Price Dynamics (Inflation/Deflation)

Italy: Inflation Reaches 2.4% y/y in February

Eurozone : Italy : Europe : Macro View

Germany: Banking Sector

France and Germany Call for Ban on "Naked" CDS; U.S. Regulates Them Instead

Eurozone : Germany : Europe : Finance and Banking

Liquidity Traps

The Liquidity Trap Revisited: What Evidence?

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

Canada: Banking Sector

Despite Weaker Q4, Canadian Banks Are Resuming Global Expansion

Canada : North America : Finance and Banking : Macro View : Current Financial Crisis : Real Estate and Mortgage Finance : Real Estate Sector : Systemic Risk, Vulnerabilities and Asset Bubbles

Credit Defaults Swaps on Asset-Backed Securities (ABCDS)

Are ABX Derivatives Prices an Accurate Measure of Subprime RMBS and CDO Valuations?

United States : North America : Finance and Banking : Markets : Derivatives : Securitization and Structured Finance

Counterparty Risk Management and Central Clearinghouse

Counterparty Risk Management: How Safe Are Central Clearinghouses?

United States : North America : Finance and Banking : Securitization and Structured Finance

Japan: External Accounts

Japan’s Trade Balance Swings Back Into Surplus in February; Will Exports Plunge in March?

Japan : North East Asia : Asia/Pacific : Macro View : External Balance : International Trade and Globalization

Italy: Foreign and Defense Policy

U.S.-Afghan Relations: Obama Keeps Up Pressure on Karzai

Italy : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Monoline Insurance

Private Lender Subsidies Ended: What Hope for Student Loan Crunch in Auction Rate Securities Market?

United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Interest Rate Products : Muni Bonds and Auction Rate Securities

Social Unrest in France

Sarkozy Unveils Third Reform Package Covering Pensions, Jobs and Immigration

France : Europe : Geostrategic and Long Term Issues : Macro View : Labor Markets and Productivity : Terrorism, Civil Strife and Security

Eurozone: Government Bonds

Diverging Intra-Eurozone Government Bond Spreads: Reflecting Credit or Liquidity Risk?

Eurozone : Europe : Markets : Government Bonds : Interest Rate Products

Austria: Economic Profile

Austrian Economy Remains Stagnant in Q1 2010

Austria : Eurozone : Europe : Macro View : Growth Outlook and Business Cycle

Securitization

Financial Innovation and Securitizations: What's the Outlook?

United States : North America : Finance and Banking : Banks and Risk Management : Capital Market Intermediaries : Securitization and Structured Finance

The Netherlands: Banking Sector

Benelux : Eurozone : Europe : Finance and Banking : Macro View

Commercial Paper

Asset-Backed Commercial Paper Outlook: Inherently Unstable Market?

United States : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit : Money Markets

Auction-Rate Securities

The Auction-Rate Securities Double-Whammy: Renalty Rates and Hedges Gone Awry

United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Interest Rate Products : Muni Bonds and Auction Rate Securities

Nordics: Domestic Politics

Sweden: Hung Parliament as Government Loses Majority

Denmark : Iceland : Nordics : Norway : Sweden : Europe : Domestic Politics and Political Risks

Nordics: The Euro Area Entry Debate

Denmark : Nordics : Norway : Sweden : Europe : Markets : Currencies

Special Purpose Vehicles (SPV)

Life After General Growth Properties Bankruptcy: Testing Bankruptcy Remoteness in Court

United States : North America : Finance and Banking : Securitization and Structured Finance

CDS Trading Strategies

The CDS Negative Basis-Trade: Basel III Target?

United States : North America : Finance and Banking : Securitization and Structured Finance

SIVs, Conduits and Asset-Backed Commercial Paper (ABCP)

Structured Investment Vehicles: Asset Sales And Re-Intermediation Onto Balance Sheets

United States : North America : Finance and Banking : Real Estate and Mortgage Finance : Securitization and Structured Finance

Japan: Industrial Production

Was Japan's Manufacturing Sector Going Through a Revival Before the Earthquake?

Japan : North East Asia : Asia/Pacific : Macro View : Growth Outlook and Business Cycle

Economic Challenges Following Germany's Reunification

How Much Did German Reunification Cost?

Eurozone : Germany : Europe : Geostrategic and Long Term Issues : Macro View : Development Challenges : Domestic Politics and Political Risks

Cash Bond - CBS Basis Comparison

2009 A Year of Two Halves for Recovery Rates: What are the Risks in 2010?

United States : North America : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Credit

Germany: Sectors and Industries

Is Germany's Recession an Opportunity for SWFs and Private Equity Firms?

Eurozone : Germany : Europe : Macro View : Markets : Sectors and Industries

The Netherlands: Labor Market

Benelux : Eurozone : Europe : Macro View : Markets : Labor Markets and Productivity

Austria: Labor Market

Austria: How High will Unemployment rise?

Austria : Eurozone : Europe : Macro View : Markets : Labor Markets and Productivity

Australia: Stocks

Australia : Advanced Economies : Markets : Equities

Currency Intervention in Developed Countries

Should the UK Join the EMU?

Switzerland : United Kingdom : Europe : Markets

Japan: Real Estate Sector

Is Japan's Housing Market in a Great Depression?

Japan : North East Asia : Asia/Pacific : Macro View : Markets : Real Estate Sector

Japan: Corporate Finance

Can Japanese Corporate Pensions Be Saved?

Japan : North East Asia : Asia/Pacific : Finance and Banking : Corporate Finance

Australia: The Australian Dollar

How is a Strong AUD Affecting Australia's Economy?

Australia : Pacific : Asia/Pacific : Markets : Currencies

Australia: Corporate Finance

Are Australian Business Earnings and Production Still Sliding?

Australia : Pacific : Asia/Pacific : Finance and Banking : Corporate Finance

Japan: Domestic Politics

Prime Minister Kan Forges Coalition to Deal With Disaster

Japan : North East Asia : Asia/Pacific : Geostrategic and Long Term Issues : Domestic Politics and Political Risks

Australia: Government Bonds

Australian Budget 2010-11: Budgeting for Better Times?

Australia : Pacific : Asia/Pacific : Markets : Government Bonds : Interest Rate Products

Western European Banks' Support of their Eastern Counterparts

Vienna Initiative: Western Europe Banks Pledge Continued Support to Eastern Europe Subsidiaries

Austria : Baltics : Bulgaria : Central Europe : Croatia : Czech Republic : Eurozone : Greece : Hungary : Italy : Poland : Romania : Serbia : South East Europe : Sweden : Europe : Finance and Banking : Banks and Risk Management

Austrian Fiscal Policy

What is the Outlook for Austria's Budgetary and Financial Position?

Austria : Eurozone : Europe : Macro View : Fiscal Policy

United States: Future Federal Reserve Policy Regimes

Will the Fed Switch to a New Benchmark Interest Rate?

United States : North America : Macro View : Monetary Policy and Inflation

United States-China Strategic and Economic Dialogue

Are U.S.-China Trade Tensions Worsening in 2010?

China : United States : Asia/Pacific : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

France: Real Estate Sector

What is the Outlook for France's Housing Market?

France : Europe : Macro View : Markets : Real Estate Sector : Residential : Sectors and Industries

Negative Equity and Lessons from Past Crises

Will an HOLC-Type Entity be More Effective than RTC/RFC in Alleviating the Mortgage Crisis This Time?

United States : North America : Finance and Banking : Real Estate Sector

Private Equity Performance

Private Equity: Outlook for 2010

Eurozone : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Hedge Funds and Private Equity

Germany: Fiscal Policy

Germany Set to Meet Deficit Reduction Target Ahead of Schedule in 2011

Eurozone : Germany : Europe : Macro View : Fiscal Policy

U.S. International Investment

United States : North America : Current Account : Current Financial Crisis : External Balance : Systemic Risk, Vulnerabilities and Asset Bubbles

Private Investment in Public Equity (PIPE)

Final FDIC Rules for Private Equity Investment in Failed Banks: Carrots and Sticks

United States : North America : Finance and Banking : Hedge Funds and Private Equity

New Zealand: Fiscal Policy

New Zealand Budget: Focus on Taxes Averts Rating Downgrade

New Zealand : Advanced Economies : Macro View : Fiscal Policy : Interest Rate Products

United States: Influence and the Global Economic Crisis

Timeline: Meltdown (2007-Present)

United States : Advanced Economies : North America : Geostrategic and Long Term Issues : Macro View : Current Financial Crisis : Foreign Policy and Geostrategic Risks : Growth Outlook and Business Cycle

Private Mortgage Insurers

MGIC, Radian Private Mortgage Insurers in Trouble: Another Hampered Business Post-Subprime Crisis?

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

Convexity

Mortgage Convexity Risk: Are Technical Factors Driving Long-Term Treasury Yields Higher?

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

Canada: Foreign and Defense Policy

U.S. - Canada Relations: Will Restrictions on Border Crossings Lead to a Dispute?

Canada : North America : Geostrategic and Long Term Issues : Development Challenges : Foreign Policy and Geostrategic Risks

Covered Bonds

Covered Bonds: Australia Will Legalize; EU Considers Loosening Basel III Rules

United States : North America : Finance and Banking : Real Estate and Mortgage Finance

Switzerland: Banking Sector

Switzerland : Europe : Finance and Banking : Geostrategic and Long Term Issues : Macro View : Sectors and Industries

Switzerland: Fiscal Policy

Switzerland : Europe : Macro View : Fiscal Policy

Spain: Real Estate Sector

Spanish House Prices: Only Half-Way Through

Spain : Europe : Macro View : Markets : Real Estate Sector : Residential

Germany: Equity Markets

German Stocks Climb to One-Year High: How Much Higher Will the Dax Rise?

Eurozone : Germany : Europe : Markets : Equities

Canada: Pensions and Retirement

Canada's Government Pension Plan (CPP): A Model?

Canada : North America : Geostrategic and Long Term Issues : Demographics, Retirement and Health Care

Swiss Bank Secrecy

Switzerland : Europe : Finance and Banking : Geostrategic and Long Term Issues

United States Stress Tests and Additional Capital Needs

United States: IMF Conducts Stress Test for the 53 Largest BHCs

United States : North America : Finance and Banking : Banks and Risk Management

Petrodollars

Iran Dropping Dollar in Oil Sales and Foreign Exchange Reserves: Is the Euro Next?

United States : Latin America : Middle East and Africa : North America : Markets : Currencies : FX Reserves and Sovereign Wealth

Fair Value Accounting

FAS 140 Revision Drives Re-Intermeditation of US$900 Billion Off-Balance-Sheet Assets: What Impact?

United States : North America : Finance and Banking : Corporate Finance

Labor Market in the Eurozone

Structural Labor Market Reforms: An Update of the Lisbon Agenda and the Literature

Eurozone : Europe : Macro View : Labor Markets and Productivity

United States-Mexico Relations

Mexico: The Human and Economic Impact of Drug Trafficking

Mexico : United States : Latin America : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

United States: Credit Card Industry

U.S. Credit Card Delinquencies/Charge-Offs Start Receding: Is the Worst Over?

United States : North America : Finance and Banking

German Foreign and Security Policy

German Presidential Elections: A Blow to Merkel's Administration

Germany : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Speculation

United States : North America : Finance and Banking : Financial Systems and Regulation

The Financial Accounting Standards Board (FASB)

United States : North America

Italy: Banking Sector

Italian Banks Under Pressure: Moody's Downgrades Italian Banking System To Negative

Italy : Europe : Finance and Banking : Banks and Risk Management

The NAFTA Debate

U.S.-Mexico Trade Dispute: What's Next?

Canada : Mexico : United States : North America

United States: Hyperpower Status

U.S. Defense Spending Meets Deficit Fears

United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

EU-UK Tensions

United Kingdom: Coalition Unveils Defense Cuts

Eurozone : United Kingdom : Europe : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : International Organizations

French Fiscal Policy and Rising Budget Deficits

Sarkozy Unveils Third Reform Package Covering Pensions, Jobs and Immigration

France : Europe

United States-Iran Relations

Timeline: U.S.-Iran Relations Since World War II

Iran : United States : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

United States-United Kingdom Relations

United Kingdom: Coalition Unveils Defense Cuts

United Kingdom : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks

Economic Research

Asia Focus

The Day After Tomorrow

By Michael Manetta, Mikka Pineda and Adam Wolfe Mar 31, 2011

RGE Analysis

Is the Global Nuclear Renaissance Over?

By Gary Clark Mar 31, 2011

RGE Analysis

Portugal: In for the Long Haul

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

RGE Analysis

Should Japan Rebuild Stagnant Cities?

By Mikka Pineda Mar 30, 2011

North America Focus

U.S. Durable Goods and Other Data Cast a Shadow on Q1 GDP; Political Challenges in Canada

By Prajakta Bhide, Christian Menegatti, Tetiana Sears and Rachel Ziemba Mar 28, 2011

RGE Analysis

U.S. Durable Goods and Other Data Cast a Shadow on Q1 GDP

By Prajakta Bhide and Christian Menegatti Mar 28, 2011

RGE Analysis

Political Challenges in Canada

By Tetiana Sears and Rachel Ziemba Mar 28, 2011

RGE Analysis

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

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

RGE Analysis

Portugal: Political Crisis Should Not Prohibit Rescue Package

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

RGE Analysis

Eurozone: March Flash PMIs Signal Consolidation

By Elisa Parisi-Capone Mar 25, 2011

RGE Analysis

United Kingdom: Inflation Surges, Outlook

By Parul Walia Mar 25, 2011

RGE Analysis

Finland Likely to Accept Higher EFSF Guarantees After Elections

By Mikko Forss Mar 25, 2011

Asia Focus

Second-Round Price Effects Rising in Asia

By Arpitha Bykere, Michael Manetta, Adam Wolfe and Mikka Pineda Mar 24, 2011

RGE Analysis

Q2 2011 Geostrategy Note: The Scent of Jasmine, Japan's Mega-Crisis and Other Global Drama

By Michael Moran Mar 24, 2011

RGE Analysis

Japanese Industrial Production Dips for Lunar New Year

By Mikka Pineda Mar 24, 2011

RGE Analysis

The BoJ Won’t Undermine Its Goals by Selling U.S. Treasurys

By James Mason and the RGE Market Strategy Team Mar 24, 2011

RGE Analysis

Public Debt (Un)Sustainability Across the Eurozone Periphery

By James Mason Mar 21, 2011

Global Economic Outlook

Bumps in the Road to Recovery: MENA Turmoil, EZ Debt Crisis and Tragedy in Japan

By RGE's Macroeconomics Team Mar 21, 2011

North America Focus

U.S. Core Inflation to Remain Contained; Canada's Spending Strong

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Mar 21, 2011

RGE Analysis

U.S. Core Inflation to Remain Contained

By Prajakta Bhide Mar 21, 2011

RGE Analysis

Canada's Spending Strong in Short Term

By Tetiana Sears and Rachel Ziemba Mar 21, 2011

RGE Analysis

Ireland: Negative Fiscal Feedback Loop Linking Emigration and Bank Losses?

By William Oman Mar 21, 2011

Global Economic Outlook

Canada Outlook: Growth Stays Above Potential

By Tetiana Sears and Rachel Ziemba Mar 18, 2011

Global Economic Outlook

Asia/Pacific Outlook: Dreaming of Decoupling

By Arpitha Bykere Mar 18, 2011

RGE Analysis

Japan: What Could Fukushima Cost?

By Mikka Pineda Mar 18, 2011

Europe Focus

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

By RGE's Europe Analyst Team Mar 18, 2011

Global Economic Outlook

Spain Outlook: Year of Adjustment

By Elisa Parisi-Capone Mar 18, 2011

Global Economic Outlook

Sweden Outlook: Back to Trend Growth

By Mikko Forss Mar 18, 2011

Global Economic Outlook

Norway Outlook: Steady Growth to Continue

By Mikko Forss Mar 18, 2011

Global Economic Outlook

Italy Outlook: Weak Consumption Weighs on Economic Recovery

By Mark Willis Mar 18, 2011

Global Economic Outlook

France Outlook: Consolidated Economic Recovery in 2011

By Mark Willis Mar 18, 2011

Global Economic Outlook

Japan Outlook: Wham, Bam, Alakazam!

By Mikka Pineda Mar 17, 2011

Global Economic Outlook

United States Outlook: Recovering but Still Policy-Dependent

By Prajakta Bhide and Christian Menegatti Mar 17, 2011

Global Economic Outlook

Australia Outlook: Watered Down Recovery

By Mikka Pineda Mar 17, 2011

RGE Analysis

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

By Elisa Parisi-Capone Mar 17, 2011

Global Economic Outlook

United Kingdom Outlook: Olympian Challenges

By Parul Walia Mar 17, 2011

Global Economic Outlook

Germany Outlook: Broad-Based Upswing Continues

By Katharina Jungen Mar 17, 2011

Global Economic Outlook

Eurozone Outlook: 'Pact for Euro'—Questions Remain

By Elisa Parisi-Capone Mar 17, 2011

RGE Analysis

Meeting Energy Demand After the Quake: LNG vs. Oil vs. Coal

By Daniel Fink Mar 17, 2011

RGE Analysis

Earthquake Shakes Japanese Economy

By Mikka Pineda Mar 16, 2011

RGE Analysis

Bank of England to Hold the Line Against Temporary Surge in Inflation

By Parul Walia and James Mason Mar 15, 2011

North America Focus

North America Focus: U.S. Q1 GDP Tracking a Softer Read; No Inflation Worries for Canadian Central Bank

By Prajakta Bhide and Tetiana Sears Mar 14, 2011

RGE Analysis

U.S. Q1 GDP Tracking a Softer Read

By Prajakta Bhide Mar 14, 2011

RGE Analysis

No Inflation Worries for Canadian Central Bank

By Tetiana Sears Mar 14, 2011

Global Economic Outlook

New Zealand Outlook: Enter the Double-Dip Recession

By Mikka Pineda and Derrick Metriyakool Mar 14, 2011

RGE Analysis

France: Widening Deficit Detracts From Solid Export Performance

By Mark Willis Mar 11, 2011

RGE Analysis

UK: Grim Outlook for Consumption Spending

By Parul Walia Mar 11, 2011

RGE Analysis

Scandinavia: Core Inflation Under Control

By Mikko Forss Mar 11, 2011

RGE Analysis

Italy: Fiscal Progress But More to Do

By James Mason Mar 11, 2011

Europe Focus

Widening French Deficit; Czech Monetary Policy; Scandinavian Inflation

By RGE's Europe Analyst Team Mar 11, 2011

Asia Focus

China, Japan and India Monetary Policy; Singapore Industrial Production

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Mar 10, 2011

RGE Analysis

BoJ Holds On but Kan Cannot

By Mikka Pineda Mar 10, 2011

RGE Analysis

ECB on a Hiking Trip

By Nouriel Roubini and James Mason Mar 8, 2011

RGE Analysis

U.S. Job Creation Bounces Back

By Prajakta Bhide Mar 7, 2011

RGE Analysis

A Temporary Bump in Canadian Housing?

By Tetiana Sears and Rachel Ziemba Mar 7, 2011

North America Focus

U.S. Job Creation Bounces Back; A Temporary Bump in Canadian Housing?

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Mar 7, 2011

RGE Analysis

ECB Postpones Exit Strategy From Nonstandard Measures

By Elisa Parisi-Capone Mar 4, 2011

RGE Analysis

France’s Labor Market—Gradual Movement in the Right Direction

By Mark Willis Mar 4, 2011

RGE Analysis

United Kingdom: Can Manufacturing Alone Support the Economy?

By Parul Walia Mar 4, 2011

RGE Analysis

Nordics: Why Is Sweden Outperforming Finland?

By Mikko Forss Mar 4, 2011

RGE Analysis

Hungary’s Fiscal Consolidation: The Importance of Being Earnest

By Jelena Vukotic Mar 4, 2011

RGE Analysis

Russia: Elevated Oil Prices Improve Fiscal Position

By David Rogovic and Rachel Ziemba Mar 4, 2011

North America Focus

A Closer Look at Q4 GDP for the U.S. and Canada

By Prajakta Bhide and Tetiana Sears Feb 28, 2011

RGE Analysis

A Closer Look at Q4 GDP for the U.S.

By Prajakta Bhide Feb 28, 2011

RGE Analysis

Canadian Q4 Real GDP Bodes Well for H1 2011 Growth

By Tetiana Sears Feb 28, 2011

Europe Focus

ECB Rate Path; Turkish Imbalances; UK Labor Market

By RGE’s Europe Analyst Team Feb 25, 2011

RGE Analysis

ECB Rate Path: To Hike or Not to Hike?

By Elisa Parisi-Capone Feb 25, 2011

RGE Analysis

Nordics: Remaining Confident

By Mikko Forss Feb 25, 2011

RGE Analysis

Portugal: Bailout Pressure Mounting

By Mark Willis Feb 25, 2011

RGE Analysis

Flooding Dampens Australia’s Q4 GDP Growth

By Mikka Pineda Feb 24, 2011

RGE Analysis

Reserve Bank of Australia: Waiting for the Floods to Subside

By Mikka Pineda Feb 22, 2011

North America Focus

Will FOMC Doves Rule the Roost? Consumption-Led Growth to Continue in Canada?

By Prajakta Bhide and Tetiana Sears Feb 21, 2011

RGE Analysis

U.S. Federal Open Market Committee: Will Doves Rule the Roost?

By Prajakta Bhide Feb 21, 2011

RGE Analysis

Canadian Consumption and Net Trade Point to Stronger Q4 Growth

By Tetiana Sears Feb 21, 2011

Europe Focus

UK Inflation Report; Spanish GDP; Romanian External Imbalances

By RGE's Europe Analyst Team Feb 18, 2011

RGE Analysis

Spain: GDP Growth—So Far, So Good

By Elisa Parisi-Capone Feb 18, 2011

RGE Analysis

Ireland: Single-Party Government?

By Mark Willis Feb 18, 2011

RGE Analysis

Norway: Robust Momentum Despite Moderate Growth in Q4

By Mikko Forss Feb 18, 2011

RGE Analysis

United Kingdom: Much Ado About an Inflation Report

By James Mason Feb 18, 2011

RGE Analysis

Australian Floods Revive Philippine Trade

By Mikka Pineda Feb 17, 2011

RGE Analysis

Japanese Industrial Production Rebounds

By Mikka Pineda Feb 17, 2011

North America Focus

U.S. Retail Sales to Improve, Housing Starts Modest in Busy Data Week; Commodities Demand Poses Upside Risk for Canada

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Feb 14, 2011

RGE Analysis

U.S. Retail Sales to Improve, Housing Starts Modest in Busy Data Week

By Prajakta Bhide Feb 14, 2011

RGE Analysis

Commodities Demand Poses Upside Risk for Canada

By Tetiana Sears and Rachel Ziemba Feb 14, 2011

RGE Analysis

Coming Soon: An Egypt That Can Say 'No'

By Michael Moran Feb 11, 2011

Europe Focus

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

By RGE's Europe Analyst Team Feb 11, 2011

RGE Analysis

UK: Understanding the House Price Dynamics

By Parul Walia Feb 11, 2011

RGE Analysis

Eurozone: Q4 GDP Preview

By Elisa Parisi-Capone Feb 11, 2011

RGE Analysis

Germany: Industrial Outlook Remains Positive

By Mark Willis Feb 11, 2011

Asia Focus

Is Food the Only Culprit Behind Asia's Inflation?

By Michael Manetta, Arpitha Bykere, Adam Wolfe and Mikka Pineda Feb 10, 2011

RGE Analysis

End of Subsidies Temporarily Saps Japanese Growth

By Mikka Pineda Feb 10, 2011

North America Focus

U.S. Employment a Wintry Mix; Canadian Employment Surges, Set to Moderate

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Feb 7, 2011

RGE Analysis

U.S. Establishment Survey: Snowed Out of Jobs in January?

By Prajakta Bhide Feb 7, 2011

RGE Analysis

Canadian Employment Surges in January, Set to Moderate Ahead

By Tetiana Sears and Rachel Ziemba Feb 7, 2011

Europe Focus

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

By RGE's Europe Analyst Team Feb 4, 2011

RGE Analysis

Ireland: Weak Growth Poses Risk to Fiscal Plan

By James Mason and Pamela Reyes Feb 4, 2011

RGE Analysis

UK: MPC, “The King’s Speech” and Rate Outlook

By Parul Walia Feb 4, 2011

RGE Analysis

Nordics: Fighting the Bubbles

By Mikko Forss Feb 4, 2011

RGE Analysis

ECB Policy Stance: Watch Expectations

By Elisa Parisi-Capone Feb 4, 2011

RGE Analysis

Belgium: Continued Political Deadlock

By Mark Willis Feb 4, 2011

North America Focus

Parsing U.S. Q4 GDP; Rate Hikes Unlikely for Canada

By RGE's North America Analyst Team Jan 31, 2011

RGE Analysis

Parsing the U.S. Q4 GDP Numbers

By Prajakta Bhide and Christian Menegatti Jan 31, 2011

RGE Analysis

Canada's Soft Inflation Trend Implies No Rate Hikes in H1

By Tetiana Sears and Rachel Ziemba Jan 31, 2011

Europe Focus

Russian Tightening; UK Contraction; Swiss Deflation Risk

By RGE's Europe Analyst Team Jan 28, 2011

RGE Analysis

UK: Dismal Q4 GDP Estimate— Weather Not the Only Factor

By Parul Walia Jan 28, 2011

RGE Analysis

Norway: Dovish Message From New Central Bank Governor

By Mikko Forss Jan 28, 2011

RGE Analysis

Switzerland: How Much of a Threat Is Deflation?

By James Mason and Pamela Reyes Jan 28, 2011

RGE Analysis

Portugal: Crisis Politics

By Mark Willis Jan 28, 2011

Asia Focus

Priorities Shift From Revving Growth to Reducing Inflation

By Michael Manetta, Mikka Pineda, Arpitha Bykere and Adam Wolfe Jan 27, 2011

RGE Analysis

Japanese Industrial Production Drops in December

By Mikka Pineda Jan 27, 2011

RGE Analysis

Indonesia Keeps Churning Out Exports in December

By Michael Manetta Jan 27, 2011

RGE Analysis

South Korea’s Price Stability Concerns: Are Rising Global Prices or Loose Domestic Policies to Blame?

By Arpitha Bykere Jan 27, 2011

RGE Analysis

Floods Put a Crimp on Australian Exports

By Mikka Pineda Jan 27, 2011

North America Focus

U.S. GDP Ends 2010 on Better Note; Canada Upgrades Growth Estimates

By RGE's North America Analyst Team Jan 24, 2011

RGE Analysis

U.S. GDP Ends 2010 on Better Note

By Prajakta Bhide and Christian Menegatti Jan 24, 2011

RGE Analysis

Bank of Canada Upgrades Growth Estimates But Remains Dovish

By Rachel Ziemba and Tetiana Sears Jan 24, 2011

Europe Focus

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

By RGE's Europe Analyst Team Jan 21, 2011

RGE Analysis

Greece: Debt Restructuring Debate

By Elisa Parisi-Capone Jan 21, 2011

RGE Analysis

Germany: A Busy 2011 Electoral Diary

By Mark Willis Jan 21, 2011

RGE Analysis

Swedish Banks: Fewer Risks in the Baltic Region

By Mikko Forss Jan 21, 2011

Asia Focus

Signs of Upside Risks to Growth and Inflation

By Michael Manetta, Mikka Pineda, Adam Wolfe and Arpitha Bykere Jan 20, 2011

RGE Analysis

More Than One Way to Skin a Cat: A Review of UK Fiscal Plans

By James Mason and Parul Walia Jan 20, 2011

RGE Analysis

Singapore's Inflation Accelerates in December, More to Come in Q1 2011

By Michael Manetta Jan 20, 2011

RGE Analysis

Bank of Japan Policy to Remain Unchanged

By Mikka Pineda Jan 20, 2011

RGE Analysis

Hong Kong Export Growth Moderates in December

By Adam Wolfe Jan 20, 2011

RGE Analysis

Singapore's Industrial Production Growth Slows in December

By Michael Manetta Jan 20, 2011

RGE Analysis

Q4 2010 Marks South Korea’s Second Leg of Recovery

By Arpitha Bykere Jan 20, 2011

RGE Analysis

Floods Push Australian Inflation to the Limit

By Mikka Pineda Jan 20, 2011

North America Focus

Will Consumer Spending Hold Up in the U.S. and Canada?

By Prajakta Bhide, Rachel Ziemba and Tetiana Sears Jan 17, 2011

RGE Analysis

Will Consumer Spending Hold Up in the U.S.?

By Prajakta Bhide Jan 17, 2011

RGE Analysis

Will Consumer Spending Hold Up in Canada?

By Rachel Ziemba and Tetiana Sears Jan 17, 2011

Europe Focus

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

By RGE's Europe Analyst Team Jan 14, 2011

RGE Analysis

Germany: Breakdown of 2010 GDP—Rebalancing Expectations Premature? 

By Mark Willis Jan 14, 2011

RGE Analysis

United Kingdom: Inflation Getting Out of Hand?

By James Mason Jan 14, 2011

RGE Analysis

Singapore’s December Export Growth Accelerates Slightly After November Slowdown

By Michael Manetta Jan 13, 2011

RGE Analysis

New Zealand CPI Jumps in Q4 2010

By Mikka Pineda Jan 13, 2011

RGE Analysis

Malaysian Inflation Sees Marginal Acceleration in December on Subsidy Cuts

By Michael Manetta Jan 13, 2011

RGE Analysis

Portugal in Dire Straits: Time to Stop the Wildfire

By Elisa Parisi-Capone Jan 11, 2011

North America Focus

U.S.: 2010 in Review; Canada: Soft Landing in Housing and Employment

By RGE's North America Analyst Team Jan 10, 2011

RGE Analysis

U.S. Employment Report: Less Than Meets the Eye

By Christian Menegatti and Prajakta Bhide Jan 7, 2011

Europe Focus

Irish Bank Debt; EZ and CE Growth; Nordic Exports

By RGE’s Europe Analyst Team Jan 7, 2011

RGE Analysis

Nordics: 2011 Will Bring Slower Growth in Export Markets

By Mikko Forss Jan 7, 2011

RGE Analysis

Eurozone: Growth Spectrum

By Elisa Parisi-Capone Jan 7, 2011

RGE Analysis

Ireland Senior Bank Debt: A Line in the Sand

By James Mason Jan 7, 2011

RGE Analysis

Eurozone at the Crossroads: Where to Go From Here?

By Elisa Parisi-Capone Dec 23, 2010

RGE Analysis

How Vulnerable Is Italy?

By Katharina Jungen Dec 22, 2010

North America Focus

Will the Fed Allow Rising Borrowing Costs?; Sonata Forms in the Treasury Market

By David Nowakowski, Arun Motianey and Christian Menegatti Dec 20, 2010

RGE Analysis

East Asia's Hemorrhoid Problem: Assessing the Next North Korean Flare-Up

By Michael Moran Dec 17, 2010

Europe Focus

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

By RGE’s Europe Analyst Team Dec 17, 2010

RGE Analysis

New Icesave Debt Manageable for Iceland

By Mikko Forss Dec 17, 2010

RGE Analysis

Italy: Berlusconi’s Narrow Escape

By Mark Willis Dec 17, 2010

RGE Analysis

The UK: Credit Conditions—A Clear Distinction by Borrower Size

By Parul Walia Dec 17, 2010

Asia Focus

Southeast Asia Braces for More Inflation as Japan Fights Deflation

By Michael Manetta and Mikka Pineda Dec 16, 2010

RGE Analysis

Bank of Japan Eases Further

By Mikka Pineda Dec 16, 2010

RGE Analysis

New Zealand GDP Growth Peaks in Q3

By Mikka Pineda Dec 16, 2010

RGE Analysis

Could Canada Have an Investment Surge?

By Rachel Ziemba and Tetiana Sears Dec 13, 2010

RGE Analysis

U.S.: Fiscal Measures Mean Stronger 2011 Outlook

By Prajakta Bhide and Christian Menegatti Dec 13, 2010

Global Economic Outlook

United States: 2011 Outlook

By Prajakta Bhide, Christian Menegatti and Nouriel Roubini Dec 7, 2010

Global Economic Outlook

Japan: 2011 Outlook

By Mikka Pineda Dec 7, 2010

Global Economic Outlook

New Zealand: 2011 Outlook

By Mikka Pineda Dec 7, 2010

Global Economic Outlook

Australia: 2011 Outlook

By Mikka Pineda Dec 7, 2010

RGE Analysis

U.S. Employment Report: A Disappointing November

By Prajakta Bhide and Christian Menegatti Dec 3, 2010

RGE Analysis

Front-Loaded Stimulus, Back-Loaded Austerity: The Optimal Fiscal Austerity Path and the Risks of Other Routes

By Nouriel Roubini Dec 2, 2010

RGE Analysis

The Zone of Austerity: Political Risk Stalking the Eurozone

By Michael Moran Dec 1, 2010

RGE Analysis

The ‘Lame Duck’ Session: Lots of Quacking, But Can It Pass Legislation?

By Michael Moran and Prajakta Bhide Nov 30, 2010

RGE Analysis

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

RGE Analysis

U.S.: Fed on the Defensive

By Prajakta Bhide Nov 22, 2010

RGE Analysis

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

By James Mason Nov 19, 2010

RGE Analysis

An Orderly Market-Based Approach to the Restructuring of Eurozone Sovereign Debts Obviates the Need for Statutory Approaches

By Nouriel Roubini Nov 15, 2010

RGE Analysis

U.S. Employment Report: A Step Forward in October, but Household Survey Should Temper Optimism

By Prajakta Bhide and Christian Menegatti Nov 5, 2010

RGE Analysis

U.S. Economic Growth: Mediocre and Even Closer to Stall Speed

By Nouriel Roubini, Christian Menegatti and Prajakta Bhide Oct 29, 2010

RGE Analysis

U.S. Fiscal Policy: A Train Wreck Down the Line?

By Nouriel Roubini Oct 29, 2010

Asia Focus

Government Measures Muffle Inflation, Commodities Cushion Exports

By Michael Manetta and Mikka Pineda Oct 28, 2010

North America Focus

A Growth Guessing Game for U.S., Canada

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Oct 25, 2010

Asia Focus

Blazing Real Estate Markets Call for Regulatory Cooldown

By Arpitha Bykere, Adam Wolfe, Michael Manetta and Mikka Pineda Oct 21, 2010

Asia Focus

Demand- and Supply-Side Inflation Confounds Policy Makers

By Adam Wolfe, Michael Manetta and Mikka Pineda Oct 14, 2010

RGE Analysis

Q4 2010 Scenario Analysis: On the Knife Edge

By Rachel Ziemba and Christian Menegatti Oct 11, 2010

RGE Analysis

U.S.: Parsing the FOMC Ahead of November

By Prajakta Bhide and Christian Menegatti Oct 11, 2010

RGE Analysis

U.S. Employment Report: One More Step Toward QE2

By Prajakta Bhide Oct 8, 2010

RGE Analysis

Political Risk and the U.S. Midterm Elections

By Michael Moran and Prajakta Bhide Sep 28, 2010

RGE Analysis

United States: FOMC Poised to Step Up, Home Prices Poised to Step Down

By Prajakta Bhide and Christian Menegatti Sep 27, 2010

RGE Analysis

Canada: Confirming a Weak Start to H2

By Rachel Ziemba Sep 27, 2010

RGE Analysis

Eurozone: PMIs Confirm Slowdown Ahead

By Elisa Parisi-Capone Sep 24, 2010

RGE Analysis

The UK: Borrowing, Austerity Measures and Ratings Outlook

By Parul Walia Sep 24, 2010

RGE Analysis

Japan-China Relations: Strategic Competition and Currency Frictions

By Rachel Ziemba Sep 23, 2010

RGE Analysis

September 27: Hong Kong Releases Trade Data for August

By Adam Wolfe Sep 23, 2010

Asia Focus

Manufacturing Cools While Food Prices Cook in Asia

By Michael Manetta, Adam Wolfe and Mikka Pineda Sep 16, 2010

Global Economic Outlook

Japan: September 2010 Outlook Update

By Mikka Pineda Sep 14, 2010

Global Economic Outlook

Australia: September 2010 Outlook Update

By Mikka Pineda Sep 10, 2010

Global Economic Outlook

New Zealand: September 2010 Outlook Update

By Mikka Pineda Sep 10, 2010

Global Economic Outlook

United States: September 2010 Outlook Update

By Christian Menegatti and Prajakta Bhide Sep 10, 2010

Global Economic Outlook

Canada: September 2010 Outlook Update

By Tetiana Sears and Rachel Ziemba 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

Singapore: September 2010 Outlook Update

By Michael Manetta Sep 10, 2010

Global Economic Outlook

Hong Kong: September 2010 Outlook Update

By Adam Wolfe Sep 10, 2010

RGE Analysis

U.S. Employment Report: Better or Worse? It's All About Perspective

By Christian Menegatti and Prajakta Bhide Sep 3, 2010

Asia Focus

Policy Hits and Misses

By Arpitha Bykere, Adam Wolfe, Michael Manetta and Mikka Pineda Sep 2, 2010

RGE Analysis

North America Focus: Watching Bernanke; Canada’s Year of Two Halves

By RGE North America Analysts Aug 30, 2010

RGE Analysis

Yen-tervention: When, How and Why Not Yet?

By Mikka Pineda Aug 27, 2010

RGE Analysis

Approaching a Dangerous Stall Speed

By Nouriel Roubini, Christian Menegatti and Prajakta Bhide Aug 27, 2010

RGE Analysis

Q2 2010 U.S. GDP: U.S. Economy Slowing to a Stall

By Prajakta Bhide and Christian Menegatti Aug 27, 2010

RGE Analysis

Asia Week Ahead: Exports, Industrial Production Set to Slow

By Mikka Pineda, Adam Wolfe and Michael Manetta Aug 19, 2010

RGE Analysis

Asia Week Ahead: Waxing Inflation, Waning Growth

By Adam Wolfe, Mikka Pineda, Michael Manetta and Arpitha Bykere Aug 12, 2010

RGE Analysis

U.S. Employment Report Shows Prolonged Malaise

By Prajakta Bhide Aug 6, 2010

RGE Analysis

Asia Week Ahead: Private Demand an Unlikely Antidote for Export Ailments

By Arpitha Bykere, Adam Wolfe, Michael Manetta and Mikka Pineda Aug 5, 2010

RGE Analysis

U.S. Q2 GDP Figures Signal U-Shaped Recovery

By Prajakta Bhide and Christian Menegatti Jul 30, 2010

RGE Analysis

North America Focus: Growth Slowdown Preoccupies the Fed; Bank of Canada Takes It Slow

By Prajakta Bhide, Tetiana Sears, Christian Menegatti and Rachel Ziemba Jul 26, 2010

RGE Analysis

Asia Week Ahead: Challenges for DPJ, Rising Inflation and Slowing Industrial Activity

By Adam Wolfe, Mikka Pineda and Arpitha Bykere Jul 15, 2010

Global Economic Outlook

Hong Kong: Q3 2010 Outlook

By Adam Wolfe Jul 10, 2010

Global Economic Outlook

Taiwan: September 2010 Outlook Update

By Adam Wolfe Jul 10, 2010

Global Economic Outlook

Australia: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

Global Economic Outlook

New Zealand: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

Global Economic Outlook

Japan: Q3 2010 Outlook

By Mikka Pineda Jul 2, 2010

RGE Analysis

Asia Week Ahead: Central Banks Weigh Tightening With G3 on Hold and Global Growth Slowing

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba Jul 1, 2010

RGE Analysis

Europe Weekly Spotlight

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

RGE Analysis

Savers v. Spenders: Balancing the Global Recovery

By Nouriel Roubini Jun 16, 2010

RGE Analysis

Goodbye V-Shaped Recovery: Payrolls Surge and Disappoint

By Christian Menegatti Jun 4, 2010

RGE Analysis

Australia’s Big, Bad Mining Tax: What’s at Stake?

By Mikka Pineda May 25, 2010

RGE Analysis

EZ Rescue Response: Serious at Last?

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

RGE Analysis

Market Turmoil Amid Eurozone Contagion Fears

By Elisa Parisi-Capone, Natalia Gurushina, Gina Sanchez, Tetiana Sears and Christian Menegatti May 6, 2010

RGE Analysis

Global Market Strategy Q2 2010: Developed Market Fixed Income

By Arun Motianey Apr 28, 2010

RGE Analysis

A Year of Living Divergently: RGE’s 2010 Global Market Strategy Outlook

By Arnab Das, Natalia Gurushina and Jennifer Kapila Feb 26, 2010

RGE Analysis

New Home Sales Plunge in January

By Prajakta Bhide and Christian Menegatti Feb 25, 2010

RGE Analysis

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

RGE Analysis

Carry Trade Hotspots: A Currency by Currency Forecast for 2010

By Mikka Pineda, Mary Stokes, Bertrand Delgado, Mikko Forss, Kavitha Cherian, Arpitha Bykere and Christian Menegatti Jan 4, 2010

RGE Analysis

CoCos: No Antidote to Go-Go Boom-Bust Cycles

By Jennifer Kapila and Arnab Das Dec 8, 2009

RGE Analysis

Global Monetary Policy Outlook

By The RGE Analyst Team Nov 11, 2009

RGE Analysis

2009 Q4 Global Outlook

By RGE Analyst Team Nov 1, 2009

RGE Analysis

Global Imbalances Outlook, Q4 2009

By Rachel Ziemba Oct 7, 2009

RGE Analysis

Global Imbalances Outlook, Q3 2009

By Rachel Ziemba Jul 24, 2009

RGE Analysis

ECB Monetary Policy: Tight-Fisted or Misunderstood?

By Mikka Pineda Feb 8, 2009

RGE Analysis

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

By Nouriel Roubini Oct 9, 2008

EconoMonitors

Nouriel Roubini's EconoMonitor

CNBC - Bank Risk Breaking Back of Irish Government: Roubini at Ambrosetti Forum

Nouriel Roubini Apr 1, 2011

RGE Analysts' EconoMonitor

Ireland: Latest GDP Contraction Worrying

William Oman and James Mason Apr 1, 2011

US EconoMonitor

Private Sector Jobs Rise by 230k in March

James Picerno Apr 1, 2011

Finance & Markets Monitor

Dodd Frank Is a Farce on Too Big to Fail

Joshua Rosner Apr 1, 2011

US EconoMonitor

Something to Chew On

Tim Duy Apr 1, 2011

US EconoMonitor

A Closer Look at NFP (Fool's Edition)

Barry Ritholtz Apr 1, 2011

US EconoMonitor

Why We Need NGDP Level Targeting

David Beckworth Mar 31, 2011

US EconoMonitor

Consumption Spending Slowing Down

James Hamilton Mar 31, 2011

Europe EconoMonitor

The Irish Stress Tests and Euro Zone Options: Monetization, Default, or Break-Up

Edward Harrison Mar 31, 2011

US EconoMonitor

Finance and Inequality

Anantha Nageswaran Mar 31, 2011

Daily Digest

Blogs

Stress-testing Ireland’s stress testers

FT Alphaville  Tracy Alloway Apr 01, 2011

News

Roubini Says Irish Rescue Package Risks Deepening Debt Crisis

Bloomberg  Scott Hamilton and Maryam Nemazee Apr 01, 2011

News

Japan quake may cause lack of parts

Stuff.co.nz  Reuters and Hamish Rutherford Apr 02, 2011

News

Make most of buzz because it may not last

New Zealand Herald  Liam Dann Apr 02, 2011

News

Unsold housing inventory back over a year near record levels in March, yet asking prices and new listings rise; Christchurch resilient

Interest.co.nz  Bernard Hickey Apr 01, 2011

Analysis

NZ Property Report – March 2011

Realestate.co.nz   Apr 01, 2011

Analysis

Reconstruction Budget: Outlook for Additional JGB Issuance to Fund Supplementary Budgets

Mitsubishi UFJ: JGB Market Insight  Apr 01, 2011

News

Australian Exports to Japan May Decline by $2.1 Billion After Earthquake

Bloomberg  Gemma Daley Apr 01, 2011

News

Ireland's Banks Get Failing Grades

WSJ  Apr 01, 2011

Blogs

ECB waives Irish sovereign ratings threshold

FT: Alphaville  Apr 01, 2011

Opinions

Japan must dip into its rainy day fund

FT (subscription)  Carmen Reinhart and Vincent Reinhart Apr 01, 2011

Analysis

Proposals for mortgage credit regulation

Danmarks Nationalbank  Nils Bernstein Mar 30, 2011

Analysis

French politics: Local elections offer more reasons for Nicolas Sarkozy to worry about 2012

The Economist  Apr 01, 2011

Analysis

The euro zone's periphery: Greece, Ireland and Portugal should restructure their debts now

The Economist  Apr 01, 2011

Analysis

Germany Manufacturing PMI: Jobs growth hit new survey record high in March, led by steep rises in output and new orders

Markit  Apr 01, 2011

News

Irish Bow to Trichet on Bondholders as Rescue Hits $142 Billion

Bloomberg  Dara Doyle Apr 01, 2011

Analysis

Japan: Paying for reconstruction

BNP Paribas Eco Week  Raymond Van der Putten Apr 01, 2011

Analysis

Germany: GDP growth and inflation – perception problems

Deutsche Bank  Stefan Schneider, Bernhard Gräf and Jochen Möbert March 15, 2011

News

Tankan (Mar.): Summary and Outline

Bank of Japan  Apr 01, 2011

News

Japan Manufacturers Grew More Confident Before Quake, Tankan Survey Shows

Bloomberg  Keiko Ujikane Apr 01, 2011

Analysis

U.S. March 2011 Manufacturing ISM Report On Business PMI at 61.2%

Institute for Supply Management  Apr 01, 2011

News

UK: Quarterly national accounts 4th quarter 2010

Office for National Statistics  Mar 29, 2011

Analysis

UK: Grim Outlook for Consumption Spending

Roubini Global Economics  Mar 11, 2011

News

Markit/CIPS UK Manufacturing PMI, March 2011

Markit  Apr 01, 2011

Analysis

United Kingdom: Can Manufacturing Alone Support the Economy?

Roubini Global Economics  Parul Walia Mar 04, 2011

Analysis

La Caixa: March Monthly Update Germany

la Caixa  Apr 01, 2011

Analysis

La Caixa: March Monthly Update France

la Caixa  Apr 01, 2011

Analysis

Monthly Economic Update Italy - March 2011

la Caixa  Apr 01, 2011

Blogs

Europe's damaging obsession with 'competitiveness'

CER  Simon Tilford Apr 01, 2011

News

Swiss Q4 Current Account Surplus Narrows

RTTNews  Mar 31, 2011

Analysis

Italy's Economy Still Hitting Bumps And Potholes

Haver  Robert Brusca Apr 01, 2011

News

Swiss March Manufacturing PMI Falls More Than Expected

RTTNews  Apr 01, 2011

News

Portugal gains time with bond auction

FT  Apr 01, 2011

Analysis

Strong Norwegian data pave the way for rate hike in May

Danske Bank  Snorre Evjen Apr 01, 2011

News

Swiss France outperforms all others as safe refuge

Financial Times  Brian Bollen Apr 01, 2011

Analysis

KOF Bulletin April 2011

KOF Swiss Economic Institute  Apr 01, 2011

Analysis

Norway: Manufacturing PMI a little weaker than expected in March

Handelsbanken  Ida Wolden Bache Apr 01, 2011

News

Italian Unemployment rate increases by 0.1% in last quarter of 2010

Istat - Italian Statistical Office  Apr 01, 2011

News

In January 2011, French turnover in manufacturing industry rose by 2.2%

INSEE - French Statistical Office  Apr 01, 2011

Research

Fiscal policy in the EU in the crisis: a model-based approach

CASE - Center for Social and Economic Research  István P. Székely, Werner Roeger and Jan in 't Veld Apr 01, 2011

Research

European Debt Crisis: What Is The Way Out

CASE - Center for Social and Economic Research  Charles Wyplosz Apr 01, 2011

Opinions

The next reform agenda for the Eurozone

Istituto per gli Studi di Politica Internazionale (ISPI - Italy)  Apr 01, 2011

Blogs

The Irish Stress tests and the Eurozone options: monetisation, default or break up

Credit Writedowns  Apr 01, 2011

Opinions

The ‘grand bargain’ is just a start

FT  Martin Wolf Apr 01, 2011

Analysis

Sweden: Negative surprise for PMI in March

Handelsbanken  Anders Brunstedt Apr 01, 2011

Opinions

ECB must favour no nation

FT  Jürgen Stark Apr 01, 2011

Opinions

Ireland’s banking sector needs a radical restructure

FT  Michael Noonan Apr 01, 2011

News

Portugal auctions €1.645 Bn in bonds maturing in June 2012 on April 1

IGCP - Portuguese Public Debt Management Agency  Apr 01, 2011

Analysis

EC, ECB and IMF Welcome the Irish Authorities’ Banking System Announcements

IMF  Apr 01, 2011

News

Iceland divided over aluminum's role in its future

Los Angeles Times  Henry Chu Mar 26, 2011

Analysis

The Eurozone’s Coming Inflation Divide

Project Syndicate  Raphael A. Auer Apr 01, 2011

News

Lisbon calls early poll as debt costs hit high

FT  Apr 01, 2011

Analysis

How do you resolve a bank in distress?

Riksbank (Central Bank of Sweden)  Deputy Governor Lars Nyberg Apr 01, 2011

Analysis

Norway: Retail sales turned stronger in February

SEB  Stein Bruun Mar 31, 2011

News

Swedish Krona Appreciation Could Be Cause for Concern, Borg Says

Bloomberg  Johan Carlstrom Apr 01, 2011

News

Norway Manufacturing Expands as Global Recovery Spurs Exports

Bloomberg  Josiane Kremer Apr 01, 2011

Analysis

Wholesale Trade Survey: December 2010 quarter

Statistics New Zealand  Apr 01, 2011

Analysis

Economic Survey of Manufacturing: December 2010 quarter

Statistics New Zealand  Apr 01, 2011

News

Portugal will hold an extraordinary and guaranteed purchase of the OT 5% June 2012 on April 1, 2010

IGCP - Portuguese Public Debt Management Agency  Mar 31, 2011

News

ECB announces the suspension of the rating threshold for debt instruments of the Irish government

ECB  Mar 31, 2011

News

Japan: Markit/JMMA Japan Manufacturing PMI March 2011

Markit Japan Services PMI™  Mar 31, 2011

News

February 2011 Euro area unemployment rate at 9.9%

Eurostat  Apr 1, 2011

News

Japan Manufacturing Deteriorates at Fastest Pace in Nine Years After Quake

Bloomberg  Aki Ito Mar 31, 2011

News

Confidence drop largest since global crisis

New Zealand Herald  Tracy Withers Apr 01, 2011

News

Showtime for tax system shake-up

New Zealand Herald  Grant Bradley Apr 01, 2011

News

Japan Sold 692.5 Billion Yen in March Intervention, Finance Ministry Says

Bloomberg  Shigeki Nozawa and Yoshiaki Nohara Mar 31, 2011

News

Coke bottling plant to be built in Christchurch

New Zealand Herald  Mar 31, 2011

Analysis

Business Outlook - March 2011

National Bank of New Zealand  Mar 31, 2011

News

Lisbon rules out seeking rescue until June

FT  Mar 31, 2011

News

Irish banks require an extra €24 billion recapitalisation

Irish Times  EOIN BURKE-KENNEDY Mar 31, 2011

Analysis

The Financial Measures Programme Report March 2011

Central Bank of Ireland  Mar 31, 2011

News

Portuguese 2011 Funding Programme - Guidelines for Q2

IGCP - Portuguese Public Debt Management Agency  Mar 31, 2011

News

Portugal unveils second quarter debt plans

Reuters  Julian Baker Mar 31, 2011

News

Spanish GDP Forecast: March 2011

Ministerio de Economia y Hacienda  Mar 31, 2011

News

Flash estimate - March 2011 Euro area inflation estimated at 2.6%

Eurostat  Mar 31, 2011

News

House prices increase by 0.5% in March

Nationwide  Mar 31, 2011

Analysis

Political Challenges in Canada

RGE  Rachel Ziemba and Tetiana Sears Mar 28, 2011

Analysis

Impact of an oil price of USD 150 on growth and inflation in CEE

Erste Group  Mar 31, 2011

News

Woes Could Linger for Japan's Jobless

WSJ (subscription)  Eric Bellman Mar 31, 2011

Analysis

Inflation affecting consumer sentiment in Germany

GfK  Mar 31, 2011

Analysis

Canadian GDP: The Three Ms Get Growth MMMoving

BMO Economic Research  Douglas Porter Mar 31, 2011

News

Eurozone inflation jumps to 2.6%

Financial Times  Ralph Atkins Mar 31, 2011

Analysis

Canadian economy roars into 2011

TD Bank Economics  Pascal Gauthier Mar 31, 2011

News

German unemployment falls more than expected

Financial Times  Quentin Peel Mar 31, 2011

Analysis

Germany Outlook: Broad-Based Upswing Continues

RGE  Mar 17, 2011

Opinions

Why Portugal will follow Greece and Ireland to failure

FT  Desmond Lachman Mar 31, 2011

News

Portugal: Will Cover Debt Repayments But Can't Ask For Bailout

Wall Street Journal  Alex MacDonald Mar 31, 2011

News

Sarkozy Squeezes French Deficit More Than Planned Amid Crisis

Bloomberg  Mark Deen Mar 31, 2011

News

Old differences threaten ruling UMP party power

France 24  Mar 31, 2011

Analysis

Swiss Balance of Payments (quarterly estimates) 4th quarter 2010

Swiss National Bank  Mar 31, 2011

News

Demographic growth in all cantons over the next 25 years

Swiss Statistics  Mar 29, 2011

News

Franc rise vs dlr limits SNB rate hike room-Jordan

Reuters  Mar 29, 2011

Analysis

Germany: Vibrant labor market is facing challenges

Unicredit  Alexander Koch Mar 31, 2011

News

Housing flat in February with only 0.8 per cent growth over last year

RP Data – Rismark Home Value Index Release  Mar 31, 2011

News

Retail Trade Australia, Feb 2011

Australian Bureau of Statistics  Mar 31, 2011

News

Bank of Japan Is Said to Consider Emergency Lending Program

Bloomberg  Mayumi Otsuma and Masahiro Hidaka Mar 31, 2011

News

Senior Debt and Subordinated Debt Issuance by Irish Credit Institutions

Central Bank of Ireland  Mar 31, 2011

Blogs

Speculation on New ECB Lending Programme

The Irish Economy  Mar 31, 2011

Analysis

Ireland: Drawing the Line

RGE Monitor  Elisa Parisi-Capone Mar 31, 2011

RESEARCH AND STRATEGY FIXTURES


RGE ECONOMIC RESEARCH
2011 Global Economic Outlook
Table of Contents | Overview | U.S. | Japan | China
Eurozone | Germany | France | UK | India | Brazil
Macro Forecast Table

RGE MARKET STRATEGY
That '70s Show—Deja Vu, All Over Again?
March 2011 Cross Asset Monthly
Executive Summary | The Big Picture | Commodities
Currencies | Fixed Income | Emerging Markets
Credit | Global Equity | Financial Institutions
Cross Asset Portfolio | March Recommendations


Roubini Is now on Bloomberg...

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FEATURED ANALYSIS

Recent Articles:
Brazil to End Tightening Cycle Soon

Brazil's Government Implements Macroprudential Measures

Strong Economic Results Across the Region

Market Rates Continue to Trim Down in Brazil

Featured Critical Issue

Despite stabilization in the economy, consumer sentiment remains at low levels as consumers are still highly leveraged and remain under pressure from high job losses...

Featured Analysis

ECB on a Hiking Trip

Nouriel Roubini and James Mason Mar 08, 2011

Nouriel Roubini “With the EZ banking/sovereign crisis far from over, tightening monetary policy increases the already substantial headwinds that eurozone periphery economies face and raises the likelihood that worse scenarios will transpire.”

Featured EconoMonitor Post

US EconoMonitor

The Truth About the Economy that Nobody in Washington or on Wall Street Will Admit: We’re Heading Back Toward a Double Dip

Robert Reich Mar 31, 2011

Why aren’t Americans being told the truth about
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FEATURED @ RGE

United States: Labor Market

U.S. Payrolls Maintain Sound Gain in March; Unemployment Rate Eases Slightly to 8.8%

Indonesia: Monetary Policy

Indonesian Food Prices Nosedive in March, Bringing Headline Inflation Down

Turkey: Economic Profile

Turkish Economy Expands Eye-Catching 8.9% in 2010: Is It Sustainable?

United Kingdom: Domestic Demand

UK Manufacturing PMI Declines to Five-Month Low

Ireland: Banking Sector

Stress Tests Reveal €24 Billion Shortfall in Irish Banks

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