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How Would Portugal Have Fared in the Past Decade Under the Debt Rule?
Portugal was the second country (after Greece) to ratify the fiscal compact treaty (together with the ESM). The fiscal compact will be implemented under the auspices of the European Court of Justice...
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The Romney Recovery of 2003-06
One of the most popular complaints of Barack Obama’s stewardship of the economy centers on the argument that bad government policies are responsible for the weak recovery we’ve had since the financial...
View ArticleWorst of the Eurozone Crisis Is Not Over Yet
All is relatively quiet in the eurozone these days – or at least that is what you might think, speaking to portfolio managers over the past few months. German chancellor Angela Merkel has visited...
View ArticleQE3: Buoying the GCC
The Economonitor’s QE3 week is perfect timing as we’ve been thinking a lot about the effects of the latest bouts of global monetary stimulus on the Middle East and North Africa – as summarized in part...
View ArticleWhat to Watch in 2013: Eastern Europe/CIS edition
The following inexhaustive list is a companion to last week’s post on things to watch in MENA and our recently published outlooks. In general our regional outlook, like our global one, has become...
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Why Did Brazil Underperform its Peers in 2012? Policy.
The end of Q4 brought forward interesting dynamics in the LatAm region: Namely, a sharp deceleration in inflation in every inflation-targeting economy, with the exception of Brazil (although we...
View ArticleZiemba on CNN to Discuss Emerging Markets and the Syria Crisis
Rachel Ziemba, RGE’s Director for Emerging Markets, appeared on CNN to discuss the challenges facing emerging markets and the implications of the escalating crisis in Syria. View the interview below,...
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Urbanization Cannot Explain China’s Imbalanced Growth Model
In the latest example of what we have dubbed “the most over-hyped theme in emerging markets,” the Carnegie Endowment’s Yukon Huang defends China’s imbalanced growth model as a natural consequence of...
View ArticleFed’s Tapering Decision Bears Out RGE’s Out-of-Consensus Call
NEW YORK—18 September 2013—Roubini Global Economics (RGE), an independent, global macroeconomics and strategy research firm, highlights its out-of-consensus call that the U.S. Federal Reserve would not...
View ArticleRGE’s William Oman Interviewed on Ireland’s Exit From EU-IMF Bailout
RGE economist William Oman recently appeared on an Irish radio program to discuss the precautionary credit line that may be put in place when the country exits its bailout program in December 2013. The...
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