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RGE Strategy View

Portuguese Banks: It’s the Sovereign, Stupid!

By Jennifer Kapila Mar 28, 2011

RGE Strategy View

Uranium: Enhanced Nuclear Oversight Paves the Path to Profits

By Shelley Goldberg Mar 25, 2011

RGE Strategy Flash

U.S. Rates: Divergent Treasury Strategies

By Arun Motianey Mar 24, 2011

RGE Strategy Flash

Portuguese Bonds—The Next Bailout Victim

By David Nowakowski Mar 24, 2011

RGE Strategy View

Measuring Potential Japanese Repatriation

By David Nowakowski Mar 21, 2011

RGE Strategy View

RGE Oil Sensitivity Index: Outlook Not ROSI for Many EMs

By Natalia Gurushina, David Nowakowski and Tsolmon Enkhbayar Mar 15, 2011

RGE Strategy View

Japanese Equities: Risk Aversion Could Push Price Levels Beyond Justified Valuations

By Gina Sanchez and Ibrahim Gassambe Mar 15, 2011

RGE Strategy View

Crude Oil Price Scenario Analysis

By Shelley Goldberg and Rachel Ziemba Mar 15, 2011

RGE Strategy Flash

FX Spillover From the Sendai Earthquake

By Michael Hart Mar 11, 2011

RGE Strategy View

Yen Strength Explained

By Michael Hart Mar 10, 2011

RGE Strategy View

European Bank Stress Test Version 2.0

By Jennifer Kapila Mar 9, 2011

RGE Strategy View

Silver: The White, Green and (Poor Man's) Yellow Metal

By Shelley Goldberg Mar 8, 2011

RGE Strategy Flash

FX Forecast Update After ECB Meeting

By Michael Hart Mar 4, 2011

Cross Asset Monthly

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

By Arnab Das Mar 1, 2011

Cross Asset Monthly

The Big Picture: π a la Mode

By Arnab Das Mar 1, 2011

Cross Asset Monthly

Commodities: Oil Supply Shocks—The Crude Facts

By Shelley Goldberg Mar 1, 2011

Cross Asset Monthly

Currencies: Rattling On

By Michael Hart Mar 1, 2011

Cross Asset Monthly

Fixed Income: Necessities and Contingencies

By Arun Motianey Mar 1, 2011

Cross Asset Monthly

Emerging Markets: There May Be Trouble Ahead

By Natalia Gurushina Mar 1, 2011

Cross Asset Monthly

Credit: Saturday Night Fever

By David Nowakowski Mar 1, 2011

Cross Asset Monthly

Global Equity: Balancing Risks With Fundamentals

By Gina Sanchez & Ibrahim Gassambe Mar 1, 2011

Cross Asset Monthly

Financial Institutions: Turning Japanese (I Really Think So)

By Jennifer Kapila Mar 1, 2011

Cross Asset Monthly

Cross Asset Model Portfolio: Commodities Run Continues...

By Dayna Goodwin Mar 1, 2011

Cross Asset Monthly

Appendix: Recommendation Tables

By Gina Sanchez Mar 1, 2011

RGE Strategy Flash

FX Positioning Amid Middle East Turmoil

By Michael Hart Feb 24, 2011

RGE Strategy View

The RGE Market Portfolio Study

By Gina Sanchez and Dayna Goodwin Feb 21, 2011

RGE Strategy Flash

Poland: Maintain Long PLN/HUF

By Natalia Gurushina and David Rogovic Feb 16, 2011

RGE Strategy View

Why Are EM Corporate Bonds Trading at a Premium Over DM's?

By Tsolmon Enkhbayar and David Nowakowski Feb 15, 2011

RGE Strategy Flash

Egypt: 'Underweight' as Macro Outlook Remains Problematic

By Natalia Gurushina, Ayah El Said and Rachel Ziemba Feb 14, 2011

RGE Strategy View

Credit Dislocations Continue in the Eurozone

By David Nowakowski Feb 10, 2011

RGE Strategy Flash

Spanish Bank Funding in Pictures

By Jennifer Kapila Feb 9, 2011

Cross Asset Monthly

π in the Sky

By Arnab Das Feb 8, 2011

Cross Asset Monthly

The Big Picture: It's All Relative

By Arnab Das Feb 8, 2011

Cross Asset Monthly

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

By Shelley Goldberg Feb 8, 2011

Cross Asset Monthly

Fixed Income: Mispricing Fundamentals

By Arun Motianey Feb 8, 2011

Cross Asset Monthly

Emerging Markets: Long EM—To Be or Not To Be

By Natalia Gurushina Feb 8, 2011

RGE Strategy View

Grain Prices: Growing to New Heights

By Shelley Goldberg Feb 1, 2011

RGE Strategy View

Spanish Banks: On a Tightrope

By Jennifer Kapila Jan 31, 2011

RGE Strategy Flash

Equities Could Blow Off Steam Soon

By Gina Sanchez Jan 28, 2011

RGE Strategy View

EUR: Beset by Contradictions

By Michael Hart Jan 27, 2011

RGE Strategy View

Muni Bonds: Down but Not Out

By Steve Reich and Arun Motianey Jan 20, 2011

Emerging Markets Quarterly

Table of Contents: An Embarrassment of Riches

By the RGE Macroeconomics and Market Strategy Teams Jan 19, 2011

Emerging Markets Quarterly

The Big Picture: Known Knowns, Known Unknowns and Unknown Unknowns

By Arnab Das Jan 19, 2011

Emerging Markets Quarterly

Executive Summary: Overheating. Over-Stimulated! Over the Top?

By Arnab Das Jan 19, 2011

Emerging Markets Quarterly

Appendix: Correlations and Volatility in 2010

By David Nowakowski and Tsolmon Enkhbayar Jan 19, 2011

Emerging Markets Quarterly

Asia: Time to Tackle Inflation

By Arpitha Bykere Jan 19, 2011

Emerging Markets Quarterly

Submerging Markets: Past Perfect (and Imperfect)

By Arun Motianey Jan 19, 2011

Emerging Markets Quarterly

Commodities: Food and Energy Are in the Driver’s Seat on the Road to EM Inflation

By Shelley Goldberg Jan 19, 2011

Emerging Markets Quarterly

Credit: Enjoy the Heat, Watch for Changing Seasons

By David Nowakowski Jan 19, 2011

Emerging Markets Quarterly

Equity: When Monetary Policy Fails, Multiples Suffer

By Gina Sanchez Jan 19, 2011

Emerging Markets Quarterly

China: Stimulus Bill Comes Due

By Rachel Ziemba Jan 19, 2011

Emerging Markets Quarterly

India: A Replay of 2007?

By Arpitha Bykere Jan 19, 2011

Emerging Markets Quarterly

Emerging Europe and CIS: Overheating and Underheating

By David Rogovic, Jelena Vukotic and Rachel Ziemba Jan 19, 2011

Emerging Markets Quarterly

Latin America: Falling Behind the Curve

By Bertrand Delgado Jan 19, 2011

Emerging Markets Quarterly

Egypt: Far From Policy Normalization on the Nile

By Rachel Ziemba and Ayah El Said Jan 19, 2011

Emerging Markets Quarterly

Fixed Income/Foreign Exchange: The Quick and the Dead

By Natalia Gurushina Jan 19, 2011

Cross Asset Monthly

A Year of Growing Dangerously

By Arnab Das Jan 11, 2011

Cross Asset Monthly

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

By Shelley Goldberg Jan 11, 2011

Cross Asset Monthly

Currencies: G10 FX—A Rerun of 2010

By Michael Hart Jan 11, 2011

Cross Asset Monthly

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

By Arun Motianey Jan 11, 2011

Cross Asset Monthly

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

By David Nowakowski Jan 11, 2011

Cross Asset Monthly

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

By Gina Sanchez Jan 11, 2011

RGE Strategy View

Bluster and Lustre: The Whys and Wherefores of the Gold Hedge

By Arnab Das and Shelley Goldberg Jan 5, 2011

RGE Strategy Flash

Commodities: Best in Show 2010

By Shelley Goldberg Jan 4, 2011

RGE Strategy View

A Humpback for the Greenback: U.S. Dollar Outlook 2011

By Michael Hart Dec 21, 2010

RGE Strategy Flash

Index Spreads: Are EM Corps Trading Through Sovereigns?

By David Nowakowski Dec 17, 2010

RGE Strategy Flash

Sonata Forms in the Treasury Market

By Arun Motianey Dec 16, 2010

RGE Strategy View

Will the Fed Allow Rising Borrowing Costs?

By David Nowakowski Dec 10, 2010

RGE Strategy Flash

Crude Oil: Black Gold?

By Shelley Goldberg, Rachel Ziemba and Gary Clark Dec 8, 2010

Cross Asset Monthly

The Big Picture: Collateral Damage

By Arnab Das Dec 6, 2010

Cross Asset Monthly

Commodities: The Bull in the China Shop

By Shelley Goldberg Dec 6, 2010

Cross Asset Monthly

Currencies: EUR Back in the Frying Pan

By Michael Hart Dec 6, 2010

RGE Strategy View

Coal’s Bright and Dirty Future in the U.S.

By Shelley Goldberg, Gary Clark and Rachel Ziemba Dec 1, 2010

RGE Strategy View

QE Shuffles the Deck for Correlations

By David Nowakowski Dec 1, 2010

RGE Strategy View

EZ Does It! Part 2: Radiating From EZ Ground Zero to Global Asset Classes

By Arnab Das and the RGE Strategy Team Nov 24, 2010

RGE Strategy View

What’s in Store for the Euro?

By Michael Hart Nov 24, 2010

RGE Strategy View

GLOBAL FINANCIALS QUARTERLY: QE2—A Reprieve for Deflation and Bank Earnings?

By Jennifer Kapila, Christian Menegatti and R. Christopher Whalen Nov 23, 2010

RGE Strategy View

Irish Rescue Package: Solution or Bandage?

By Arun Motianey and David Nowakowski Nov 17, 2010

RGE Strategy Flash

Which Cat Among the Pigeons?

By Arun Motianey Nov 16, 2010

RGE Strategy View

Silver Is Precious, Margins Are Dear

By Shelley Goldberg Nov 11, 2010

RGE Strategy Flash

High Yield Becomes Low Yield, But Can Go Lower

By David Nowakowski Nov 5, 2010

RGE Strategy Flash

QE2: Money for Nothing and Tricks for Free

By RGE Macro and Strategy Teams Nov 3, 2010

RGE Strategy View

Margins Remain Key Factor in Earnings Growth but for How Long?

By Ibrahim Gassambe and Tetiana Sears Nov 1, 2010

Cross Asset Monthly

Are Those Who Make History Condemned to Repeat It?

By Arnab Das Oct 29, 2010

Cross Asset Monthly

Currencies: Please Sir, I Want Some More

By Natalia Gurushina Oct 29, 2010

Cross Asset Monthly

Fixed Income: Lest We Forget the Others

By Arun Motianey and Steve Reich Oct 29, 2010

Cross Asset Monthly

Global Equity: Pushing on a String

By Gina Sanchez Oct 29, 2010

Cross Asset Monthly

Emerging Markets: We Are All in This Together

By Natalia Gurushina Oct 28, 2010

Cross Asset Monthly

Credit: What Is Thy Bidding, Master

By David Nowakowski Oct 28, 2010

Cross Asset Monthly

Financial Institutions: No Risk, No Reward

By Jennifer Kapila Oct 28, 2010

RGE Strategy View

Quantum(s) of Solace: A QE2 Scenario Analysis and Assessment of the Limits of Fed Policy

By Prajakta Bhide, Christian Menegatti, Nouriel Roubini, Arnab Das and the RGE Strategy Team Oct 25, 2010

RGE Strategy View

Emerging Markets Quarterly, October 2010: A Tale of Two Worlds

By the RGE Macroeconomics and Strategy Teams Oct 22, 2010

Emerging Markets Quarterly

Asia: V-Shaped Recovery, With Tsunami of Hot Inflows

By Arpitha Bykere Oct 22, 2010

Emerging Markets Quarterly

China: Foreign Inflows Contribute to Frothy Asset Markets

By Rachel Ziemba Oct 22, 2010

Emerging Markets Quarterly

Commodities: Rising From the Ashes

By Shelley Goldberg Oct 22, 2010

Emerging Markets Quarterly

Credit: If You Issue, They Will Come

By David Nowakowski Oct 22, 2010

Emerging Markets Quarterly

Equity: Liquidity Creates Bigger Imbalances

By Gina Sanchez Oct 22, 2010

Emerging Markets Quarterly

Fixed Income and Foreign Exchange: The Global Tug of War

By Natalia Gurushina Oct 22, 2010

Emerging Markets Quarterly

India: Domestic Demand Set for a Bull Run

By Arpitha Bykere Oct 22, 2010

Emerging Markets Quarterly

Latin America: Regional Currencies Attractive, Though With Divergent Growth Patterns

By Bertrand Delgado Oct 22, 2010

RGE Strategy View

Should Investors 'Cross Over' to Stretch for Yield?

By David Nowakowski Oct 18, 2010

RGE Strategy Flash

The Fed’s High-Risk Experiment: The Whole and Its Parts

By Arun Motianey Oct 14, 2010

RGE Strategy View

Q4 2010 Scenario Analysis: Asset Class Implications

By RGE Strategy Oct 11, 2010

RGE Strategy Flash

QE2 Is No Magic Bullet

By Gina Sanchez, Christian Menegatti and Ibrahim Gassambe Oct 8, 2010

Cross Asset Monthly

To QE or Not to QE? That is One of Many Questions

By Arnab Das Oct 5, 2010

Cross Asset Monthly

Re-Starting the Helicopter

By Natalia Gurushina Oct 5, 2010

Cross Asset Monthly

The Season Kick-off: Macro Bears Face Micro Bulls

By Shelley Goldberg Oct 5, 2010

Cross Asset Monthly

Fat Spreads, Skinny Yields

By David Nowakowski Oct 5, 2010

Cross Asset Monthly

Buy the Rumor, Sell the Fact

By Gina Sanchez Oct 5, 2010

Cross Asset Monthly

Hybrids: Neither Here nor There

By Jennifer Kapila Oct 5, 2010

RGE Strategy Flash

Ireland: Hedge Your Bets

By Jennifer Kapila Sep 30, 2010

RGE Strategy Flash

Give Credit to U.S. Equities

By David Nowakowski and Dayna Goodwin Sep 28, 2010

RGE Strategy Flash

Cotton: The Next 'Luxury' Fiber?

By Shelley Goldberg Sep 21, 2010

RGE Strategy View

Is China Passing the Buck?

By Arnab Das, Rachel Ziemba and Natalia Gurushina Sep 20, 2010

RGE Strategy Flash

Gold: There's Something About September

By Shelley Goldberg Sep 16, 2010

RGE Strategy Flash

Equity: The Tug of War Continues...

By Gina Sanchez and Prajakta Bhide Sep 15, 2010

RGE Strategy Flash

Japanese Yen: BoJ Intervention—Short-Term Success, Long-Term Headwinds

By Natalia Gurushina Sep 15, 2010

RGE Strategy Flash

Financial Institutions: New BIS Ratios—One Step Forward, Two Steps Back

By Jennifer Kapila Sep 13, 2010

RGE Strategy View

Natural Gas Producers: An Equity Play, or Stay Away?

By Shelley Goldberg Sep 3, 2010

RGE Strategy Flash

Equities: Dead Cat Bounce

By Gina Sanchez and Christian Menegatti Sep 2, 2010

Cross Asset Monthly

The Big Picture: It Will Get Worse Before it Gets Better

By Arnab Das Aug 31, 2010

Cross Asset Monthly

Credit: Who Gets Their Pound of Flesh?

By David Nowakowski Aug 31, 2010

Cross Asset Monthly

Commodities: No Pain, No Grain

By Shelley Goldberg Aug 31, 2010

Cross Asset Monthly

Currencies: The End of Exuberance

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Emerging Markets: At the Cross Roads

By Natalia Gurushina Aug 31, 2010

Cross Asset Monthly

Fixed Income: Unconventional Policies Create Uncertainty

By Arun Motianey Aug 31, 2010

Cross Asset Monthly

Equities: Über Competitive Germany

By Gina Sanchez Aug 31, 2010

Cross Asset Monthly

Executive Summary: States of Flux: Stay Risk Averse

By Arnab Das Aug 31, 2010

Cross Asset Monthly

Financial Institutions: Cracks in the EZ Façade

By Jennifer Kapila Aug 31, 2010

RGE Strategy Flash

And the Ugly Gets Uglier

By Gina Sanchez and Ibrahim Gassambe Aug 30, 2010

RGE Strategy Flash

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

By Jennifer Kapila Aug 30, 2010

RGE Strategy View

Struggling to Break Free: Rising Correlations Part II

By David Nowakowski and Natalia Gurushina Aug 25, 2010

RGE Strategy View

The History of Risk—Correlations, Volatilities and Z-Scores

By David Nowakowski and Natalia Gurushina Aug 25, 2010

RGE Strategy View

A Bumpy Road Ahead for Equities

By Gina Sanchez and Ibrahim Gassambe Aug 23, 2010

RGE Strategy View

Shale Gas Supply: Feast or Famine?

By Shelley Goldberg Aug 17, 2010

RGE Strategy Flash

Squeezing Stimulus Out of the MBS Market

By David Nowakowski Aug 11, 2010

RGE Strategy Flash

Cracks in the Foundation

By Gina Sanchez and Ibrahim Gassambe Aug 10, 2010

RGE Strategy Flash

Equities - Just Say No

By Gina Sanchez Aug 4, 2010

RGE Strategy View

Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications

By Christian Menegatti, Rachel Ziemba, Arnab Das, Arun Motianey, Gina Sanchez, Natalia Gurushina and David Nowakowski Aug 2, 2010

RGE Strategy View

Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear

By Arnab Das, Natalia Gurushina, Arun Motianey, David Nowakowski, Gina Sanchez and Jennifer Kapila Jul 27, 2010

RGE Strategy View

All That Glitters Is Not Gold

By Lee Hudson Teslik, Arnab Das and Rachel Ziemba Jul 12, 2010

RGE Strategy View

Belgium: The New Maginot Line of the EZ Crisis?

By Katharina Jungen, Elisa Parisi-Capone, Jennifer Kapila and Arun Motianey Jun 23, 2010

RGE Strategy Flash

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

By David Nowakowski Jun 22, 2010

RGE Strategy View

Cross Asset Monthly: EZ Does It! From Mayhem in May, Moderation (at Best) in June

By Arnab Das, Natalia Gurushina, Jennifer Kapila, David Nowakowski, Arun Motianey and Gina Sanchez Jun 1, 2010

RGE Strategy View

Financial Regulation: The Devil in the Details

By Jennifer Kapila, Parul Walia and Arnab Das May 26, 2010

RGE Strategy Flash

FX: Build Short Positions on EUR Strength, Concern for Reserve Currency Status

By Arnab Das and Natalia Gurushina May 3, 2010

RGE Strategy Flash

Bullish on Emerging Asia FX Following Singapore’s Revaluation

By Natalia Gurushina and Arpitha Bykere Apr 15, 2010

RGE Strategy Flash

Time to Position for Higher Rates in Russia

By Natalia Gurushina Apr 13, 2010

Emerging Markets Quarterly

Russia: Inflation on the Boil

By Rachel Ziemba Jan 19, 2010

Economic Research

RGE Analysis

Is the Global Nuclear Renaissance Over?

By Gary Clark Mar 31, 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

A Temporary Bump in Canadian Housing?

By Tetiana Sears and Rachel Ziemba Mar 7, 2011

RGE Analysis

Russia: Elevated Oil Prices Improve Fiscal Position

By David Rogovic and Rachel Ziemba Mar 4, 2011

RGE Analysis

Argentina: Trade Surplus Keeps Shrinking

By Bertrand Delgado and Nathalie Picarelli Feb 25, 2011

RGE Analysis

Libya: A Bloody Crackdown

By Maya Senussi and Rachel Ziemba Feb 23, 2011

RGE Analysis

Bahrain: Still on Edge

By Rachel Ziemba and Ayah El Said Feb 23, 2011

RGE Analysis

Egypt: Uncertainties Cloud Economic Activity

By Ayah El Said Feb 23, 2011

RGE Analysis

Venezuela: Economic Activity Improves in H2 2010

By Juan Lorenzo Maldonado Feb 23, 2011

RGE Analysis

Argentina: Trade Surplus Shrinks Due to Strong Domestic Demand

By Bertrand Delgado and Nathalie Picarelli Feb 21, 2011

RGE Analysis

Norway: Robust Momentum Despite Moderate Growth in Q4

By Mikko Forss Feb 18, 2011

RGE Analysis

Chile: Central Bank Reinitiates Tightening Cycle

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 18, 2011

RGE Analysis

Colombia: Overvalued Currency Hurts Non-Traditional Exports

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 18, 2011

RGE Analysis

Australian Floods Revive Philippine Trade

By Mikka Pineda Feb 17, 2011

RGE Analysis

Singapore IP Bucks Seasonal Trend, Takes January by Storm

By Michael Manetta Feb 17, 2011

RGE Analysis

Japanese Industrial Production Rebounds

By Mikka Pineda Feb 17, 2011

RGE Analysis

Brazil: High Inflation Weakens Retail Sales

By Bertrand Delgado and Nathalie Picarelli Feb 16, 2011

RGE Analysis

Colombia: Monetary Policy Minutes Turn Slightly Hawkish

By Bertrand Delgado and Renzo Merino Feb 16, 2011

RGE Analysis

Commodities Demand Poses Upside Risk for Canada

By Tetiana Sears and Rachel Ziemba Feb 14, 2011

RGE Analysis

Brazil: Consumption Stayed Strong in December

By Bertrand Delgado Feb 14, 2011

RGE Analysis

Mexico: Industrial Output Likely Stays Strong in January

By Bertrand Delgado Feb 14, 2011

RGE Analysis

Argentina: Robust Economic Expansion in December

By Bertrand Delgado Feb 14, 2011

RGE Analysis

Chile: Central Bank to Reinitiate Tightening Cycle

By Bertrand Delgado Feb 14, 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

Hungary: Is the Government About to Make a Fiscal U-Turn?

By Jelena Vukotic Feb 11, 2011

RGE Analysis

Germany: Industrial Outlook Remains Positive

By Mark Willis Feb 11, 2011

RGE Analysis

Peru: Central Bank Tightens Monetary Policy

By Bertrand Delgado and Juan Lorenzo Maldonado 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

Nonelectronics Continue Driving Singapore's Exports in January

By Michael Manetta Feb 10, 2011

RGE Analysis

Chile: Inflation Expectations Shoot Up

By Bertrand Delgado and Juan Lorenzo Maldonado Feb 10, 2011

RGE Analysis

Mexico: Central Bank Expected to Remain on Hold in 2011

By Bertrand Delgado Feb 4, 2011

RGE Analysis

Chinese Trade Surplus Narrows in January

By Adam Wolfe Feb 3, 2011

RGE Analysis

Taiwanese Inflation Picks Up

By Adam Wolfe Feb 3, 2011

RGE Analysis

South Korea's Herculean Task of Getting on the Curve

By Arpitha Bykere Feb 3, 2011

RGE Analysis

Egypt: Assessing the Ripple Effect

By Rachel Ziemba and Ayah El Said Feb 1, 2011

RGE Analysis

Mass Protests in Egypt Challenge the Regime and Shake Markets

By Ayah El Said and Rachel Ziemba Jan 28, 2011

Europe Focus

Russian Tightening; UK Contraction; Swiss Deflation Risk

By RGE's Europe Analyst Team Jan 28, 2011

RGE Analysis

Portugal: Crisis Politics

By Mark Willis Jan 28, 2011

RGE Analysis

Can Capital Controls Resolve Asia's Policy Trilemma?

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

Mena Focus

A Memo From Tunisia

By Ayah El Said, Maya Rusinowicz and Rachel Ziemba Jan 18, 2011

RGE Analysis

Portugal in Dire Straits: Time to Stop the Wildfire

By Elisa Parisi-Capone Jan 11, 2011

RGE Analysis

Q1 2011 Scenario Analysis: Still a U-Shaped Medium Term

By Christian Menegatti and Rachel Ziemba Jan 10, 2011

RGE Analysis

Eurozone at the Crossroads: Where to Go From Here?

By Elisa Parisi-Capone Dec 23, 2010

RGE Analysis

The Hangover: China Considers Policy Pills

By Adam Wolfe Dec 21, 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

Bank of Japan Eases Further

By Mikka Pineda Dec 16, 2010

Global Economic Outlook

Table of Contents: 2011 Outlook

By the RGE Macroeconomics Team Dec 13, 2010

Global Economic Outlook

Global Overview: 2011 Outlook

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

Global Economic Outlook

China: 2011 Outlook

By Adam Wolfe and Rachel Ziemba Dec 7, 2010

Global Economic Outlook

India: 2011 Outlook

By Arpitha Bykere Dec 7, 2010

Global Economic Outlook

Japan: 2011 Outlook

By Mikka Pineda Dec 7, 2010

Global Economic Outlook

Australia: 2011 Outlook

By Mikka Pineda Dec 7, 2010

North America Focus

Which Cat Among the Pigeons?

By Arun Motianey Nov 29, 2010

RGE Analysis

Debt Dominoes: Is Portugal Next?

By Katharina Jungen Nov 23, 2010

RGE Analysis

Ethanol Subsidies: Adding Fuel to the Fire?

By Gary Clark and Rachel Ziemba Nov 5, 2010

North America Focus

A Growth Guessing Game for U.S., Canada

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

RGE Analysis

Germany: Export Prospects With a Strengthening Euro

By Katharina Jungen Oct 22, 2010

Asia Focus

Blazing Real Estate Markets Call for Regulatory Cooldown

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

RGE Analysis

Could Ukraine Introduce Capital Controls?

By David Rogovic and Rachel Ziemba Oct 15, 2010

RGE Analysis

Q4 2010 Scenario Analysis: On the Knife Edge

By Rachel Ziemba and Christian Menegatti Oct 11, 2010

China Monthly

Soft Landing Achieved

By Adam Wolfe and Rachel Ziemba Oct 7, 2010

Asia Focus

Policy Hits and Misses

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

LatAm Focus

Brazil's Inflation Reaches Bottom; Mexico on a Rocky Growth Path

By Bertrand Delgado, Juan Lorenzo Maldonado and Ana Pulido Aug 25, 2010

LatAm Focus

Colombia Pushes Forward While Venezuela Surprises to the Upside

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 20, 2010

RGE Analysis

Asia Week Ahead: Exports, Industrial Production Set to Slow

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

LatAm Focus

Lula's Protégé Dilma Rouseff Advances in Brazil Election

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 18, 2010

LatAm Focus

Brazil’s Growth Decelerates While Colombia and Venezuela Mend Ties

By Bertrand Delgado, Juan Lorenzo Maldonado and Maria Paula Carvajal Aug 13, 2010

LatAm Focus

Mexico and the U.S. Together for the Good Times and Bad

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 11, 2010

RGE Analysis

North America Focus: U.S. Flying on One Engine; Canadian Labor Market Flashing Red?

By Prajakta Bhide, Tetiana Sears and Rachel Ziemba Aug 9, 2010

LatAm Focus

Week Ahead (Week of August 9, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 6, 2010

LatAm Focus

Chile Recovers While Venezuelan Inflation Surprises on Downside

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 6, 2010

LatAm Focus

Week Ahead (Week of August 2, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 30, 2010

LatAm Focus

Brazil Shifts to Dovish While Mexico Stays Neutral

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 30, 2010

LatAm Focus

Week Ahead (Week of July 26, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 23, 2010

LatAm Focus

Week Ahead (Week of July 19, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 16, 2010

LatAm Focus

Inflation Spells Trouble for Argentina

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 15, 2010

LatAm Focus

Inflation Outlook Brightens for Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 13, 2010

Global Economic Outlook

Precious Metals: Q3 2010 Outlook

By Lee Hudson Teslik and Rachel Ziemba Jul 10, 2010

Global Economic Outlook

Base Metals: Q3 2010 Outlook

By Lee Hudson Teslik and Rachel Ziemba Jul 10, 2010

Global Economic Outlook

Agriculture: Q3 2010 Outlook

By Lee Hudson Teslik and Rachel Ziemba Jul 10, 2010

Global Economic Outlook

Energy Markets: Q3 2010 Outlook

By Rachel Ziemba and Mikka Pineda Jul 10, 2010

RGE Analysis

U.S. Employment Report: Entering the Second Half of the 'Year of Two Halves'

By Christian Menegatti and Prajakta Bhide Jul 2, 2010

LatAm Focus

Week Ahead (Week of July 5, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jul 2, 2010

LatAm Focus

Mexico's Economic Activity Fails to Impress

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 29, 2010

RGE Analysis

A Fresh Look at the Housing Market: What Has Changed?

By Prajakta Bhide and Christian Menegatti Jun 24, 2010

RGE Analysis

The Costs of Oil Drilling

By Mikka Pineda and Gary Clark Jun 24, 2010

LatAm Focus

Signs of Marginal Deceleration in Brazil

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 24, 2010

RGE Analysis

Asia Week Ahead: Growth and Policy Challenges Yield Revaluation, Capital Controls and Fiscal Austerity

By Arpitha Bykere, Mikka Pineda and Rachel Ziemba Jun 24, 2010

RGE Analysis

Chinese Investment: The Slow Grind Ahead

By Adam Wolfe Jun 23, 2010

LatAm Focus

Parsing Colombia's New President

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 22, 2010

LatAm Focus

Week Ahead (Week of June 21, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado Jun 18, 2010

RGE Analysis

Deepwater Doesn't Mean a Double Dip

By Lee Hudson Teslik, Christian Menegatti and Rachel Ziemba Jun 14, 2010

RGE Analysis

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

By Mikka Pineda May 25, 2010

RGE Analysis

Will Steel's Recovery Galvanize Zinc?

By By Mikka Pineda and Lee Hudson Teslik May 10, 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

Global Economic Outlook

Agriculture: Q2 2010 Outlook

By Lee Hudson Teslik Apr 12, 2010

RGE Analysis

No Greece in America’s Engine

By Arpitha Bykere, Arnab Das, Christian Menegatti and Arun Motianey Mar 24, 2010

RGE Analysis

Will Lead Take the Lead Among Base Metals?

By Mikka Pineda Mar 15, 2010

RGE Analysis

Scandinavian Currencies: New Safe Havens?

By Mary Stokes and Mikko Forss Mar 12, 2010

RGE Analysis

Who Will Buy the U.S. Treasurys?

By Rachel Ziemba Mar 9, 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

Will Silver Always Be Second to Gold?

By Mikka Pineda Feb 23, 2010

RGE Analysis

Aluminum Illuminations: Prices and Fundamentals

By Mikka Pineda Feb 11, 2010

Global Economic Outlook

Natural Gas: Q1 2010 Outlook

By Rachel Ziemba and Mikka Pineda Jan 30, 2010

Global Economic Outlook

Oil: Q1 2010 Outlook

By Rachel Ziemba and Mikka Pineda Jan 30, 2010

Global Economic Outlook

Energy Markets: Q1 2010 Outlook

By Rachel Ziemba and Mikka Pineda Jan 30, 2010

Global Economic Outlook

Agriculture: Q1 2010 Outlook

By Monika Brown Jan 30, 2010

Global Economic Outlook

Gold: Q1 2010 Outlook

By Mikka Pineda Jan 30, 2010

Global Economic Outlook

Base Metals: Q1 2010 Outlook

By Mikka Pineda Jan 30, 2010

Global Economic Outlook

RGE’s 2010 Global Economic Outlook: Conference Call Replay

By RGE Analysts Jan 27, 2010

RGE Analysis

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

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

RGE Analysis

Venezuela Devaluation: Alo Presidente!

By Arnab Das, Bertrand Delgado and Natalia Gurushina Jan 11, 2010

RGE Analysis

Revisiting 2009 Predictions for Equity Markets

By Monika Brown Nov 10, 2009

RGE Analysis

Nigerian Oil: Delta Ceasefire, Political Bottlenecks

By Lee Hudson Teslik Nov 3, 2009

RGE Analysis

Commodities Outlook, Q4 2009

By Monika Brown, Mikka Pineda & Rachel Ziemba Oct 7, 2009

RGE Analysis

Seeking Answers on Oil Market Volatility

By Monika Brown Sep 18, 2009

RGE Analysis

Will China Control the World's Rare Metals?

By Monika Brown Sep 14, 2009

RGE Analysis

Is Resource Nationalism Back?

By Rachel Ziemba Sep 9, 2009

RGE Analysis

OPEC and the Oil Market

By Rachel Ziemba Sep 3, 2009

RGE Analysis

The China Effect

By Rachel Ziemba Aug 25, 2009

RGE Analysis

Global Commodities Outlook, Q3 2009

By Mikka Pineda & Rachel Ziemba Jul 24, 2009

RGE Analysis

The Chinese Proposal for a New Global Super Currency

By Nouriel Roubini Jun 26, 2009

RGE Analysis

Latvia's Currency Crisis is a Rerun of Argentina's

By Nouriel Roubini Jun 10, 2009

RGE Analysis

Russia's Reserve Currency Idea

By Rachel Ziemba Jun 8, 2009

RGE Analysis

GCC Sovereigns Resort to the Bond Market

By Rachel Ziemba and Ayah el Said Mar 31, 2009

RGE Analysis

Aabar-Daimler: Abu Dhabi Makes a Bid for the Auto Sector?

By Rachel Ziemba Mar 23, 2009

RGE Analysis

OPEC Cuts- Will They or Won't They?: A Post Mortem

By Rachel Ziemba Mar 15, 2009

RGE Analysis

How Low Can the Stock Markets Go? Much Lower

By Nouriel Roubini Mar 9, 2009

RGE Analysis

What Role Could Bonds Have in the Quest for New Sources of Finance in the GCC?

By Ayah el Said and Rachel Ziemba Mar 6, 2009

RGE Analysis

China's Resource Buys

By Rachel Ziemba Feb 21, 2009

RGE Analysis

The December TIC Data

By Rachel Ziemba Feb 18, 2009

RGE Analysis

Russia and Kazakhstan: A Tale of Two Devaluations

By Rachel Ziemba and Kavitha Cherian Feb 8, 2009

RGE Analysis

WTI, Brent, Dubai and Oil Price Benchmarks: Caveat Emptor

By Mikka Pineda Feb 2, 2009

RGE Analysis

Satyajit Das on Lehman CDS Settlement: Epilogue

By Elisa Parisi-Capone Jan 27, 2009

RGE Analysis

Devaluation in Latvia: Why Not?

By Mary Stokes Dec 31, 2008

RGE Analysis

Record Corporate Bond Spreads: A Buying Opportunity?

By Elisa Parisi-Capone Dec 6, 2008

RGE Analysis

Can OPEC Stem the Downward Trend?

By Rachel Ziemba Oct 23, 2008

RGE Analysis

Post Mortem - Lehman CDS Settlement: US$360 Billion or US$6 Billion?

By Elisa Parisi-Capone Oct 23, 2008

RGE Analysis

Lehman CDS Payout on October 21: $360 Billion or $6 Billion?

By Elisa Parisi-Capone Oct 15, 2008

RGE Analysis

Whither the Oil Price?

By Rachel Ziemba Oct 12, 2008

RGE Analysis

Can a Market Meltdown be Prevented?

By Elisa Parisi-Capone Oct 1, 2008

RGE Analysis

Would Lehman's Default be a Systemic CDS Event?

By Elisa Parisi-Capone Sep 13, 2008

RGE Analysis

Is There an Oil Price and Where Is It?

By Rachel Ziemba Sep 11, 2008

RGE Analysis

Commodity Prices and Derivatives Activity

By Elisa Parisi-Capone Sep 4, 2008

RGE Analysis

Currencies and Commodities: Turning of the Tide

By Christian Menegatti Aug 13, 2008

RGE Analysis

GE/Mubadala: More Partnership for Sovereign Wealth Funds

By Rachel Ziemba Jul 22, 2008

RGE Analysis

Have We Passed the Turning Point for Oil?

By Rachel Ziemba Jul 18, 2008

RGE Analysis

Should Canada Save More of its Oil Windfall?

By Rachel Ziemba Jun 16, 2008

RGE Analysis

The Rising Specter of Global Stagflation?

By Christian Menegatti Jun 11, 2008

RGE Analysis

Explaining the Oil Price Boom

By Mikka Pineda and Rachel Ziemba May 31, 2008

RGE Analysis

Editor's Pick: Politics Pressuring the Renminbi?

By Rachel Ziemba May 30, 2008

RGE Analysis

Oil and Inflation on RGE

By Christian Menegatti May 28, 2008

RGE Analysis

Asia's $130 Oil and Subsidies

By Rachel Ziemba May 23, 2008

RGE Analysis

Focus on the Middle East

By Christian Menegatti May 14, 2008

RGE Analysis

Brazil, OPEC and Oil Fundamentals

By Rachel Ziemba May 12, 2008

RGE Analysis

Globalization of the Natural Gas Market?

By Rachel Ziemba Apr 24, 2008

RGE Analysis

Energy Power Play: Courting Central Asia

By Jelena Vukotic Apr 23, 2008

RGE Analysis

Behind the Commodity Price Boom

By Christian Menegatti Apr 22, 2008

RGE Analysis

Canadian Dollar and Oil: No Longer So Close

By Rachel Ziemba Apr 17, 2008

RGE Analysis

Petrodollar Recycling: Focus on the Banks

By Rachel Ziemba Apr 9, 2008

RGE Analysis

Commodity Correction Postmortem

By Mikka Pineda Apr 3, 2008

RGE Analysis

Iran: Follow the (Oil) Money

By Rachel Ziemba Mar 13, 2008

RGE Analysis

Market Review: 2007, Year of...

By Mikka Pineda Dec 21, 2007

RGE Analysis

Beating on the Thai Baht Conundrums (Part 2)

By Mikka Pineda Dec 8, 2007

RGE Analysis

Beating on the Thai Baht Conundrums (Part 1)

By Mikka Pineda Nov 5, 2007

RGE Analysis

Accrual Accounting for Governments

By Mikka Pineda Oct 16, 2007

RGE Analysis

Estimating the Currency Composition of China's Reserves

By Brad Setser May 15, 2007

RGE Analysis

Mortgage-Backed Securities, Derivatives, and Indexes: An Introduction

By Elisa Parisi-Capone Mar 27, 2007

RGE Analysis

Oil and Global Adjustment

By Brad Setser Feb 1, 2007

RGE Analysis

Why China Should Abandon Its Dollar Peg

By Nouriel Roubini Jan 14, 2007

RGE Analysis

Dr. Roubini's 2006 Speech to the IMF

By Nouriel Roubini Sep 7, 2006

RGE Analysis

What is the Risk of a Currency and Financial Crisis in Hungary?

By Nouriel Roubini and Christian Menegatti Jun 1, 2006

RGE Analysis

How Will an RMB Revaluation Affect Other Asian Currencies?

By Nouriel Roubini May 3, 2006

EconoMonitors

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Apr 1, 2011

US EconoMonitor

The Three Monetary Systems During the Civil War

David Beckworth Mar 30, 2011

Nouriel Roubini's EconoMonitor

Business Insider: What Meredith Whitney Could Learn From Nouriel Roubini About Making Big Economic Predictions

Nouriel Roubini Mar 29, 2011

Asia EconoMonitor

Meeting Japan’s Energy Needs: An Update

Daniel Fink Mar 25, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Mar 25, 2011

Emerging Markets Monitor

Renminbi Going Global

Menzie Chinn Mar 24, 2011

Emerging Markets Monitor

Is Loan Growth in China Slowing?

Michael Pettis Mar 24, 2011

RGE Analysts' EconoMonitor

Good Reads, March 24

Michael Moran Mar 24, 2011

Global Macro EconoMonitor

Government Bonds: No Longer a World Without Risk

Jose Vinals Mar 24, 2011

Finance & Markets Monitor

Controlling Sovereign CDS Trading – The Dysfunctional Debate

Satyajit Das Mar 22, 2011

Nouriel Roubini's EconoMonitor

Reuters - Japan to Ease Monetary Policy Further: Roubini

Nouriel Roubini Mar 21, 2011

US EconoMonitor

Real Interest Rates and Crowding Out: Reagan Era vs. Now

Menzie Chinn Mar 21, 2011

Finance & Markets Monitor

Intervention Thoughts

Tim Duy Mar 21, 2011

Finance & Markets Monitor

It's Lonely at the Top: Now It's Up to the Bank of Japan to Hold the Yen Down

Rebecca Wilder Mar 21, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Mar 18, 2011

US EconoMonitor

Move Over Ethanol, Market Forces Favor CNG as a Gasoline Replacement

Edwin G. Dolan Mar 17, 2011

RGE Analysts' EconoMonitor

Good Reads Revisited, March 16

Michael Moran Mar 16, 2011

Latin America Economonitor

Brazil: North by Due North

Walter Molano Mar 15, 2011

Finance & Markets Monitor

Some Perspective on the Roiling Markets and an Allusion to Great Literature

Daniel Alpert Mar 15, 2011

Europe EconoMonitor

UK: Osborne Need Not Slip on High Oil Prices

David Smith Mar 15, 2011

Nouriel Roubini's EconoMonitor

The Economic Consequences of the Arab Revolt

Nouriel Roubini Mar 15, 2011

Finance & Markets Monitor

The Dollar, the RMB and the Euro

Michael Pettis Mar 14, 2011

Finance & Markets Monitor

Retails Sales Rise For 8th Consecutive Month In February

James Picerno Mar 11, 2011

US EconoMonitor

Higher Oil Prices Do Not Equal Higher Trend Inflation

David Beckworth Mar 11, 2011

Finance & Markets Monitor

Kobe Earthquake’s Impact on the Nikkei and $/Yen

Macro Man Mar 11, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Mar 11, 2011

Nouriel Roubini's EconoMonitor

Roubini Media Reports: Double Dip Recession if Oil Hits $140

Nouriel Roubini Mar 10, 2011

Finance & Markets Monitor

Birinyi, Biggs, Fisher: Buy Year 3 of Rally

Barry Ritholtz Mar 10, 2011

US EconoMonitor

Jobless Claims Rise Last Week. Meanwhile, the Oil Risk Looms

James Picerno Mar 10, 2011

Global Macro EconoMonitor

Red Alert: Friday’s “Day of Rage” in Saudi Arabia Could Rock the World

Fabius Maximus Mar 10, 2011

Finance & Markets Monitor

What Will Saudi Arabia Do?

James Hamilton Mar 9, 2011

Global Macro EconoMonitor

‘Exorbitant Privilege’ to Continue

Anantha Nageswaran Mar 8, 2011

Global Macro EconoMonitor

Currency Devaluation and Domestic Demand

Anantha Nageswaran Mar 7, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Mar 4, 2011

Emerging Markets Monitor

A Phantom MENAce to Turkey

Emre Deliveli Mar 3, 2011

Emerging Markets Monitor

The Day After Tomorrow: Commodities and Uncomfortable Natural Riches

Otaviano Canuto and Marcelo Giugale Mar 2, 2011

US EconoMonitor

How a Price-Smoothing Oil Tax Could Help Make This the Last Oil Price Crisis

Edwin G. Dolan Mar 2, 2011

Emerging Markets Monitor

RGE’s Wednesday Note - Fallout From the MENA Days of Rage

Rachel Ziemba Mar 2, 2011

Emerging Markets Monitor

Falling BRICs

Walter Molano Mar 1, 2011

US EconoMonitor

Q4 GDP Revised Down as Oil Threat Bubbles

James Picerno Feb 25, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Feb 25, 2011

Global Macro EconoMonitor

Libya, Oil Prices, and the Economic Outlook

James Hamilton Feb 24, 2011

Europe EconoMonitor

The UK Faces a Serious Inflation Issue if Oil Pops!

Rebecca Wilder Feb 24, 2011

Finance & Markets Monitor

Inflation Expectations and Rising Oil Prices

James Picerno Feb 23, 2011

Finance & Markets Monitor

Weighing the Week Ahead: The Beat Goes On

Jeffrey Miller Feb 22, 2011

US EconoMonitor

Goods vs Services: A Tale of Two Inflations

Barry Ritholtz Feb 20, 2011

Emerging Markets Monitor

China's Inflation Dilemma

David E. Altig Feb 20, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Feb 18, 2011

Europe EconoMonitor

Europe's at it Again...

Rebecca Wilder Feb 15, 2011

US EconoMonitor

Coal-to-Liquids as a Case Study of How Excessive Optimism Is Our Enemy

Fabius Maximus Feb 14, 2011

Emerging Markets Monitor

Chinese Stock Markets and European Politics

Michael Pettis Feb 13, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Feb 11, 2011

Global Macro EconoMonitor

Update About the Potential for Another Year of Bad Harvests

Fabius Maximus Feb 10, 2011

Finance & Markets Monitor

The Battle of Bull vs. Bear

Barry Ritholtz Feb 10, 2011

Peterson Institute for International Economics Monitor

A Breakthrough on the Reminbi?

C. Fred Bergsten Feb 10, 2011

Global Macro EconoMonitor

Update About the Weather on the Sun. Perhaps Coming Soon to Earth, Visible in Your Local Supermarket.

Fabius Maximus Feb 10, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Feb 4, 2011

Global Macro EconoMonitor

Another Climate Wild Card: Solar Cycle 24, Perhaps Causing Food Riots During the Next Decade

Fabius Maximus Feb 2, 2011

Emerging Markets Monitor

Egypt, China and Famine Futures

London Banker Feb 2, 2011

Emerging Markets Monitor

RGE’s Wednesday Note – Unrest in Egypt, Uncertainty in the Region

Ayah el Said and Rachel Ziemba Feb 2, 2011

Global Macro EconoMonitor

Will Food Prices Continue to Rise, Destabilizing the Third World?

Fabius Maximus Feb 1, 2011

Nouriel Roubini's EconoMonitor

Stagflationary Risks Rise from the Arab Street

Nouriel Roubini Feb 1, 2011

Asia EconoMonitor

S&P Downgrades Japan, JGBs Shrug

Daniel Fink Jan 31, 2011

US EconoMonitor

Fannie and Freddie: My Most Libertarian Post Ever

James Kwak Jan 31, 2011

Nouriel Roubini's EconoMonitor

CNBC Roubini Interviews and Reports: Egypt Contagion Risks, U.S. Bond Vigilantes

Nouriel Roubini Jan 31, 2011

Finance & Markets Monitor

Egyptian CDS in Line with Portuguese CDS

Rebecca Wilder Jan 31, 2011

Global Macro EconoMonitor

Recovering Lost Knowledge About Exhaustion of the Earth’s Resources (Such as Peak Oil)

Fabius Maximus Jan 30, 2011

Global Macro EconoMonitor

Geopolitical Unrest and World Oil Markets

James Hamilton Jan 30, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Jan 28, 2011

US EconoMonitor

Inflation: Can It Happen Here?

James Picerno Jan 27, 2011

Global Macro EconoMonitor

Mittens or Dinner?

James Kwak Jan 27, 2011

Finance & Markets Monitor

Has the Dow Entered a New Trading Range?

Barry Ritholtz Jan 27, 2011

Finance & Markets Monitor

Lower Correlations: Only an Interlude

David Nowakowski Jan 26, 2011

Emerging Markets Monitor

Turkmenistan-Afghanistan-Pakistan-India Gas Pipeline Gets Official Four-Way Go-Ahead

Robert M. Cutler Jan 24, 2011

Nouriel Roubini's EconoMonitor

Steve Forbes Interviews Nouriel Roubini on the U.S. and Global Economy

Nouriel Roubini Jan 24, 2011

Emerging Markets Monitor

Inevitable Inflation Fears

Tim Duy Jan 24, 2011

RGE Analysts' EconoMonitor

Good Reads, January 21

Michael Moran Jan 21, 2011

Global Macro EconoMonitor

Asset Price Overshooting in Developing Countries

Otaviano Canuto Jan 21, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Jan 21, 2011

US EconoMonitor

The Yuan, the Chinese Trade Balance and the US, Again

Menzie Chinn Jan 20, 2011

Emerging Markets Monitor

The Turkish Rating Wars: Episode II

Emre Deliveli Jan 19, 2011

Finance & Markets Monitor

How Much Are Gasoline Prices Weighing on Consumers?

James Hamilton Jan 19, 2011

RGE Analysts' EconoMonitor

Good Reads, Snow-Bound East Coast Edition

Michael Moran Jan 18, 2011

US EconoMonitor

The Imagination Trade, or the Tinkerbell Market 2.0

Yves Smith Jan 18, 2011

Finance & Markets Monitor

Oil, Gold, Bonds for the Long Run?

Barry Ritholtz Jan 18, 2011

Finance & Markets Monitor

Poll Results: Sentiment – Where Have the Bulls Disappeared?

Prieur du Plessis Jan 18, 2011

RGE Analysts' EconoMonitor

Good Reads, Long Weekend

Michael Moran Jan 17, 2011

RGE Analysts' EconoMonitor

Venezuela’s Export Volume Continues to Slip

Juan Lorenzo Maldonado Jan 14, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Jan 14, 2011

Finance & Markets Monitor

U.S. Mint Reports Unprecedented Buying Spree of Physical Silver

Tyler Durden Jan 13, 2011

Emerging Markets Monitor

China's Lending Quota

Michael Pettis Jan 13, 2011

Finance & Markets Monitor

Inflation’s Impact on S&P Price Return (1871-2010)

Barry Ritholtz Jan 12, 2011

Global Macro EconoMonitor

The First Oil Shock

James Hamilton Jan 12, 2011

Finance & Markets Monitor

The Dollar: Dominant No More?

Barry Eichengreen Jan 12, 2011

RGE Analysts' EconoMonitor

Good Reads, January 11

Michael Moran Jan 11, 2011

US EconoMonitor

Are Oil Prices About to Undermine the Recovery?

Tim Duy Jan 10, 2011

US EconoMonitor

The Hidden Pitfalls of Increasing U.S. Dependence on Canadian Oil Sands

Edwin G. Dolan Jan 10, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Jan 7, 2011

RGE Analysts' EconoMonitor

Happy New Year, 2011 to Welcome New EconoMonitors Site

Joshua Glazer Jan 6, 2011

US EconoMonitor

The Verdict on U.S. Bond Yields?

Claus Vistesen Jan 6, 2011

Finance & Markets Monitor

Long Term Stock Market Growth (1871-2010)

Barry Ritholtz Jan 5, 2011

RGE Analysts' EconoMonitor

Good Reads, January 5

Michael Moran Jan 5, 2011

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Dec 31, 2010

Finance & Markets Monitor

RGE's Gina Sanchez CNBC Video - Investment Risks in Russia and Eastern Europe

Gina Sanchez Dec 30, 2010

US EconoMonitor

Why Can’t Europe Avoid Another Crisis? Why Can’t the U.S.?

Simon Johnson Dec 30, 2010

Global Macro EconoMonitor

Petroleum Prices and the International Dimension

Menzie Chinn Dec 28, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Dec 24, 2010

Finance & Markets Monitor

Oil Inventories Drawing Down

Gary Clark Dec 23, 2010

Global Macro EconoMonitor

China: EU’s Knight?

Rachel Ziemba Dec 22, 2010

Finance & Markets Monitor

Europe Still Can't Turn the Page

Peter Boockvar Dec 21, 2010

US EconoMonitor

U.S. Ethanol Subsidies: A Bad Policy that Refuses to Die

Edwin G. Dolan Dec 20, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Dec 17, 2010

Europe EconoMonitor

My Name Is Bond, Euro Bond

Paolo Manasse Dec 16, 2010

Nouriel Roubini's EconoMonitor

Media Reports on RGE's 2011 Global Economic Outlook and Roubini Videos

Nouriel Roubini Dec 15, 2010

Emerging Markets Monitor

Today’s Bounty, Tomorrow’s Promise: Better Policies to Manage Natural Resources

Leslie Lipschitz Dec 15, 2010

US EconoMonitor

Watch Out for Retail Sales Activity in Q1

Daniel Alpert Dec 15, 2010

Emerging Markets Monitor

Turkey: To Cut or Not to Cut

Emre Deliveli Dec 15, 2010

Emerging Markets Monitor

Random Shots - 2011 Musings Edition

Claus Vistesen Dec 15, 2010

Finance & Markets Monitor

Weighing the Week Ahead: Evaluating Risks

Jeffrey Miller Dec 14, 2010

Emerging Markets Monitor

Oman: Steady Stream of Consciousness

Maya Senussi and Rachel Ziemba Dec 10, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Dec 10, 2010

RGE Analysts' EconoMonitor

Merrill Brown Stops by RGE for a Discussion on the Future of Digital Media

Joshua Glazer Dec 9, 2010

Finance & Markets Monitor

Worrying About Oil Prices

James Hamilton Dec 9, 2010

US EconoMonitor

Will Democrats Derail the Tax Cut Extension

James Picerno Dec 9, 2010

Finance & Markets Monitor

Taxes Down, Markets Melt Up

Barry Ritholtz Dec 7, 2010

Finance & Markets Monitor

Weighing the Week Ahead: Good News from the Government

Jeffrey Miller Dec 7, 2010

Finance & Markets Monitor

Eurobear Squeezes and Footy Swaps

Macro Man Dec 6, 2010

Finance & Markets Monitor

A Decade of Gains and Losses. So What Else Is New?

James Picerno Dec 6, 2010

Emerging Markets Monitor

China's Problem with Gold

Bradley Gardner Dec 6, 2010

RGE Analysts' EconoMonitor

Good Reads from the Weekend

Michael Moran Dec 6, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Dec 3, 2010

Finance & Markets Monitor

Europe and China: Is This Deja Vu All Over Again?

James Hamilton Dec 2, 2010

Europe EconoMonitor

Will the Irish Crisis Spread to Italy?

Paolo Manasse and Giulio Trigilia Nov 29, 2010

Global Macro EconoMonitor

Pondering the Next Phase of the Debt Crisis

James Picerno Nov 29, 2010

Europe EconoMonitor

The Eurozone Endgame: Four Scenarios

Peter Boone and Simon Johnson Nov 29, 2010

Emerging Markets Monitor

How China’s Inflation Policy Will Shape the Yuan-Dollar Exchange Rate

Edwin G. Dolan Nov 29, 2010

RGE Analysts' EconoMonitor

Good Reads, November 29

Michael Moran Nov 29, 2010

Europe EconoMonitor

Turkmenistan Signals Readiness for Nabucco

Robert M. Cutler Nov 28, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Nov 26, 2010

Peterson Institute for International Economics Monitor

Is the European Market Turmoil Self-Inflicted?

Nicolas Veron Nov 24, 2010

Peterson Institute for International Economics Monitor

Currency Wars?

William R. Cline and John Williamson Nov 24, 2010

Finance & Markets Monitor

The End of Stock-Bond Correlation?

Barry Ritholtz Nov 23, 2010

RGE Analysts' EconoMonitor

Good Reads, November 23

Michael Moran Nov 23, 2010

RGE Analysts' EconoMonitor

Good Reads, Mid-November Edition

Michael Moran Nov 21, 2010

Global Macro EconoMonitor

The Old Debate: Fixed Versus Floating Rates

Antonio Carlos Lemgruber Nov 19, 2010

Nouriel Roubini's EconoMonitor

RGE 360

RGE Analyst Team Nov 19, 2010

US EconoMonitor

Effects of the Strong Loonie

Tetiana Sears Nov 15, 2010

Global Macro EconoMonitor

The Gold Standard Is No Silver Bullet

James Picerno Nov 15, 2010

Global Macro EconoMonitor

More About Rising Food Prices (Perhaps One of the Big Trends of the Next Decade)

Fabius Maximus Nov 14, 2010

Global Macro EconoMonitor

About the Coming Large Rise in Food Prices

Fabius Maximus Nov 12, 2010

Europe EconoMonitor

Ireland: The Battle Against "Markets"

Rebecca Wilder Nov 12, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Nov 12, 2010

Finance & Markets Monitor

RGE's Wednesday Note - Will GOP Gains Mean Ethanol Producer Losses?

Gary Clark and Rachel Ziemba Nov 10, 2010

Finance & Markets Monitor

What’s the Outlook for U.S. Ethanol Subsidies?

Gary Clark and Rachel Ziemba Nov 9, 2010

Europe EconoMonitor

According to Bond Markets, Ireland Is Not Yet Greece

Rebecca Wilder Nov 7, 2010

Emerging Markets Monitor

Russo-Chinese Relations

Robert M. Cutler Nov 3, 2010

Emerging Markets Monitor

Is the U.S. Taking Too Much of the Brunt of the Crisis Aftermath?

Yves Smith Nov 3, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Uncertainty Now, Stability Later for Argentina

Bertrand Delgado Nov 3, 2010

RGE Analysts' EconoMonitor

Good Reads, November 1

Michael Moran Nov 1, 2010

Emerging Markets Monitor

Raising Competitiveness: Recipe for Tapping into the Middle East’s Growth Potential

Masood Ahmed Oct 29, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Oct 29, 2010

Emerging Markets Monitor

Addressing External Vulnerabilities in the Oil-Importing Countries of the Caucasus and Central Asia

David Owen Oct 28, 2010

RGE Analysts' EconoMonitor

Good Reads, October 27

Michael Moran Oct 27, 2010

US EconoMonitor

A Little Perspective on the Impact that a Weaker USD Will Have on Overall Economic Activity

Rebecca Wilder Oct 27, 2010

Emerging Markets Monitor

It Isn't Easy Being Green

Michael Pettis Oct 26, 2010

Global Macro EconoMonitor

Arnab Das Bloomberg Interview on the G20 Meeting and the Currency Conundrum

Arnab Das Oct 25, 2010

Finance & Markets Monitor

Weighing the Week Ahead: It's All About the Dollar

Jeffrey Miller Oct 25, 2010

US EconoMonitor

Goldman: The Fed Needs to Print $4 Trillion in New Money

Tyler Durden Oct 25, 2010

Global Macro EconoMonitor

Currency Wars and (Macro) Competitiveness

Menzie Chinn Oct 22, 2010

RGE Analysts' EconoMonitor

Denmark: Entering the Tightening Cycle

Mikko Forss Oct 22, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Oct 22, 2010

Global Macro EconoMonitor

China's Competitive Devaluation

Rebecca Wilder Oct 20, 2010

Finance & Markets Monitor

Merkel Attempt to Talk Down Euro Rejected by MGA Rumor that Fed Will Announce Aggressive Bond Buying any Minute

Tyler Durden Oct 20, 2010

Emerging Markets Monitor

Clarifying the Rare Earths Hubbub

Bradley Gardner Oct 20, 2010

Finance & Markets Monitor

Eur/USD Forex Pair Showing Early Signs of Weakness and Return to Rationality

J Clinton Hill Oct 19, 2010

Global Macro EconoMonitor

"A Currency War the US Cannot Win"

Yves Smith Oct 19, 2010

Emerging Markets Monitor

Kazakhstan-Russia Summit Seeks Deeper Cooperation

Robert M. Cutler Oct 18, 2010

Global Macro EconoMonitor

Foreign Exchange Rates – The "New" "Old" Weapon of Choice in Trade Wars

Satyajit Das Oct 18, 2010

RGE Analysts' EconoMonitor

Good Reads, October 18

Michael Moran Oct 18, 2010

Nouriel Roubini's EconoMonitor

Only the Weak Survive

Nouriel Roubini Oct 18, 2010

RGE Analysts' EconoMonitor

Eurozone: Exchange Rates and Imbalances

Elisa Parisi-Capone Oct 15, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Oct 15, 2010

Emerging Markets Monitor

Xin Fa’an: A Modest Proposal to Resolve the Coming Trade War

Michael Pettis Oct 14, 2010

US EconoMonitor

The Market Moves Ahead of the Fed

James Hamilton Oct 10, 2010

Emerging Markets Monitor

China’s Mysterious Dumping of Japanese Debt

Adam Wolfe Oct 8, 2010

Global Macro EconoMonitor

More Tensions on the Currency Front

Yves Smith Oct 8, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Oct 8, 2010

Peterson Institute for International Economics Monitor

Bond Markets, 2; Eurozone Laggards, 0

Jacob Funk Kirkegaard Oct 7, 2010

Peterson Institute for International Economics Monitor

We Can Fight Fire with Fire on the Renminbi

C. Fred Bergsten Oct 7, 2010

Finance & Markets Monitor

Gold and the Punchbowl

Claus Vistesen Oct 7, 2010

Finance & Markets Monitor

Gold Hits Our $1350 Target; Now What?

Barry Ritholtz Oct 7, 2010

RGE Analysts' EconoMonitor

The Baltics: Real Effective Exchange Rate (Unit Labor Cost-Based)

David Rogovic Oct 6, 2010

Emerging Markets Monitor

What Happens if the RMB Is Forced to Revalue?

Michael Pettis Oct 6, 2010

Finance & Markets Monitor

Intrinsic Value of Fiat Currencies Under Siege by Gold

J Clinton Hill Oct 6, 2010

RGE Analysts' EconoMonitor

Good Reads, October 6

Michael Moran Oct 6, 2010

Emerging Markets Monitor

Currency Wars

Walter Molano Oct 5, 2010

Nouriel Roubini's EconoMonitor

Roubini WSJ Interview on Chinese Growth and Its Currency Policy

Nouriel Roubini Oct 4, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Oct 4, 2010

US EconoMonitor

Why It’s Foolish to Weaken the Dollar to Create Jobs

Robert Reich Oct 4, 2010

Finance & Markets Monitor

End the Credit Rating Addiction

John Kiff Sep 30, 2010

Daily Digest

News

Turkish lira hits two-month high, bonds firm

Reuters  Apr 01, 2011

News

Brazil's Rousseff Agrees On Urgency Of Forex Measures -Indus Grp

Wall Street Journal  Dow Jones Newswires and Gerald Jeffris Apr 01, 2011

News

Rising oil prices hand Kenya Sh224bn import bill

Business Daily  John Gachiri Apr 01, 2011

Analysis

Understanding Energy Intensity Data in China

Carnegie Endowment for International Peace  William Chandler and Wang Yanjia Mar 24, 2011

News

China Banks Begin Trading Onshore Yuan Options

Wall Street Journal  Wang Ming, Wynne Wang and Jean Yung 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

Poland's Zloty May Strengthen After Current Account Data Release, ING Says

Bloomberg  Piotr Skolimowski Mar 31, 2011

News

Monetary Statistics for February 2011

Hong Kong Monetary Authority  Mar 31, 2011

Analysis

Belarus Economy: Buckling

EIU  Mar 30, 2011

Analysis

EMEA Daily: Belarus

Danske Bank  Mar 30, 2011

News

Developing economies' lead over rivals poses risks

Philippine Star  Mar 30, 2011

Analysis

Kuwait: An air of refinement

Oxford Business Group  Mar 28, 2011

News

Covering Libyan oil eats into kingdom’s capacity

Financial Times  David Blair Mar 29, 2011

News

Egypt’s Dollar Bond, Stocks Rise After Date for Vote Is Set for September

Bloomberg  Alaa Shahine and Ahmed A Namatalla Mar 29, 2011

News

Middle East carriers see demand growth fall in Feb

Arabian Business  Andy Sambidge Mar 29, 2011

News

Ghana cocoa purchases up 43 pct year on year

Reuters  Mar 29, 2011

News

Nigeria’s $500 Eurobond’s Performance Linked to Elections

This Day  Obinna Chima Mar 29, 2011

News

Tanzania Issues Tender for Consultants on Stock-Exchange Demutualization

Bloomberg  David Malingha Doya Mar 29, 2011

News

Uganda: Commercial bank holding of govt securities declines

Daily Monitor, Uganda  Martin Luther Oketch Mar 29, 2011

Analysis

The Saudi Arabia of Corn: Reduce U.S. ethanol production and boost corn exports to China

China Sign Post  Gabe Collins and Andrew Erickson Mar 28, 2011

Opinions

Nuclear or Coal?

New York Times  Philip Bowring Mar 29, 2011

Opinions

China's slide into a trade deficit is nothing to do with the yuan

South China Morning Post  Tom Holland Mar 29, 2011

Analysis

The Hong Kong debt market in 2010

Hong Kong Monetary Authority  Mar 29, 2011

Analysis

International Transactions in Securities Clarify Post-Earthquake Investor Trends

Mitsubishi UFJ: JGB Market Insight  Mar 29, 2011

Blogs

Egypt’s rally: can it last?

FT beyondbrics  Robin Wigglesworth Mar 28, 2011

News

Bahrain bourse eyes partnerships

Emirates 24/7  Mar 29, 2011

Analysis

Global Views: March 25, 2011: The BoC and The Electoral Cycle

Scotia Bank  Gorica Djerec et al Mar 25, 2011

News

SFC and HKMA welcome Minibond collateral recovery agreement

Hong Kong Monetary Authority  Mar 28, 2011

News

China to Raise Rare Earth Resource Tax 10-Fold

21st Century Business Herald  Tony Zhu Mar 25, 2011

News

Imports help feed hunger for grain

China Daily  Jin Zhu Mar 25, 2011

News

Longreach Draws Cash to Japan Deal Fund

WSJ (subscription)  Mar 28, 2011

Analysis

MENA: Region's creditworthiness declines

Byblos Bank  Mar 24, 2011

Analysis

The Week Ahead: March 28-April 1, 2011: The Politics of Austerity

CIBC Economics  Avery Shenfeld et al Mar 25, 2011

News

Brazil's Petrobras imports gasoline to meet demand

Reuters  Brian Ellsworth and Denise Luna Mar 25, 2011

Analysis

Initial Market Reaction to 3/11 Tohoku Pacific Coast Earthquake

Mitsubishi UFJ: JGB Market Insight  Mar 25, 2011

News

POLL-Russian stocks to repeat 2010 growth this year

Reuters  Nastassia Astrasheuskaya and Zlata Garasyuta Mar 24, 2011

News

Bond rout in Turkey could worsen as foreigners flee

Bloomberg  Michael Patterson Mar 24, 2011

News

Hungary to issue 10-yr and 30-yr USD bonds

Portfolio.hu  Mar 24, 2011

Blogs

How mobile phones are transforming African agriculture

How We Made it in Africa  Jaco Maritz Mar 24, 2011

News

The Central Bank of Nigeria Commences Foreign Exchange Forwards

Central Bank of Nigeria  Mar 23, 2011

News

Russia Stocks Most Expensive Since 2008 as BRIC Valuations Drop

Bloomberg  Michael Patterson Mar 24, 2011

News

S&P Maintains Hungary Sovereign Rating and Outlook on Fiscal Plan Concerns

Bloomberg  Edith Balazs and Zoltan Simon Mar 24, 2011

News

The Curious 2010 Annual Report of Petroleos de Venezuela

Latin American Herald Tribune  Gustavo Coronel Mar 24, 2011

News

Economist Sees Ruble Trouble Ahead

Reuters  Mar 24, 2011

News

Brazil’s Bovespa Futures Advance as Commodities Prices Rise

BusinessWeek  Ney Hayashi Mar 24, 2011

Blogs

Egypt and the MSCI: a patriotic reprieve?

FT beyondbrics  Jonathan Wheatley Mar 23, 2011

Analysis

Middle East finance: Not so rosy

Economist Intelligence Unit  Mar 23, 2011

News

Fonterra figures 'a solid result for NZ'

Stuff.co.nz  Andrea Fox Mar 24, 2011

News

World crises have a silver lining for ‘lucky’ Russia

Financial Times  Neil Buckley Mar 23, 2011

News

Global events and Russian equities

Russia Today  Mar 23, 2011

News

Threat of drawn out Lybia war stokes oil fears

Financial Times  Javier Blas Mar 21, 2011

Analysis

LIBYA: Three Possible Outcomes and the Role of Governance, Money, Gas, and Oil

Centre for Strategic & International Studies  Anthony H. Cordesman Mar 22, 2011

Opinions

Nigeria: The sovereign wealth fund

The Guardian Nigeria  Mar 22, 2011

Analysis

Egypt Stocks Face New Era: Egypt stocks slump 10% as market reopens

Market Watch  Robert Daniel Mar 23, 2011

Blogs

Egypt: goodbye, MSCI?

Beyond Brics Blog  Mar 22, 2011

News

UAE: DFM’s revenue to grow 17% this year

Emirates 24/7  Mar 23, 2011

Blogs

Egyptian shares plummet; trading suspended

Financial Times  Jonathan Wheatley Mar 23, 2011

News

Arabian Gulf companies plan sukuk as cost rises

Arabian Business  Mar 21, 2011

News

European Stocks Lower Ahead of Portugal Vote

Wall Street Journal  Ishaq Siddiqi Mar 23, 2011

Research

Climate Change and Agricultural Interregional Trade Flows in the People’s Republic of China

Asian Development Bank  Xian Xin, Guanghua Wan, Yongsheng Zhang, Tun Lin and Xiaoyun Liu Jan 2011

Analysis

Belarus: In the freezer

Commerzbank  Barbara Nestor and Michael Ganske Mar 16, 2011

Analysis

Further liquidity management; money market rates may pick up

CITIC Securities  Mar 22, 2011

News

Ivory Coast: Cocoa traders ready to pay Gbagbo

Financial Times  Javier Blas and Jack Farchy Mar 21, 2011

News

Tanzania sees lower 2011/12 coffee crop on drought

Reuters  Fumbuka Ng'wanakilala Mar 22, 2011

Analysis

Belarus: Devaluation seems likely

Danske Bank  Sanna Kurronen Mar 21, 2011

News

Fitch says Romania rating on hold for now

Reuters  Mar 22, 2011

News

Chinese stocks in the US

Financial Times  Mar 21, 2011

News

China Keeping a Cool Head on Uranium

Wall Street Journal  Robb Stewart Mar 22, 2011

News

China rare earth prices explode as export volumes collapse

Reuters  Tom Miles Mar 22, 2011