Central Bank Watch
Despite promising data, we expect DM central banks to continue to ease in H1 in an effort to capitalize on any momentum, as most EMs wait for clearer global cues.
Michael Manetta and the RGE Economic Research Team Apr 24, 2012
Cross Asset Monthly
The global outlook continues to be challenged by doubts about the recovery, given ongoing eurozone (EZ) deleveraging and fiscal austerity; policy/performance/political challenges in China; sky-high energy/oil prices; and when fiscal adjustment will hit the now gradually waxing U.S. recovery.
the RGE Market Strategy Team Apr 4, 2012
Economic Research
The recent actions of the ECB have stabilized the eurozone (EZ) and global financial systems.
Arnab Das and Nouriel Roubini Apr 2, 2012
China Monthly
China’s current account surplus has fallen sharply from its peak in 2007 and thus China is no longer the destabilizing force that it was on the global economy leading up to the financial crisis—much of this improvement is due to real RMB appreciation.
Adam Wolfe Apr 2, 2012
Market Strategy
The recent string of weak data out of China has surprised consensus and conformed to our expectations for a sharp deceleration of growth in Q1.
Michael Hart, Adam Wolfe, Shelley Goldberg, David Nowakowski, Natalia Gurushina, Gina Sanchez and Ibrahim Gassambe Mar 30, 2012
Multimedia Center
RGE economists and strategists explain the foundation for their Global Economic Outlook for 2012 and 2013 with region-specific podcasts and videos, as well as a conference call that clients can replay.
the RGE Economic Research and Market Strategy Teams
Economic Research
The forthcoming political transition has made officials afraid to push for the major reforms needed to prevent an eventual hard landing.
Nouriel Roubini and Adam Wolfe Mar 21, 2012
Global Economic Outlook
The global outlook has improved from a few months ago, but significant downside risks remain, including the persistent imbalances in the eurozone, questions about the self-sustainability of U.S. growth momentum and the revived possibility of higher oil prices, which could push up inflationary pressures and cool growth, particularly in importing countries.
the RGE Economic Research Team Mar 23, 2012