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United States: Labor Market

How Far is the U.S. Economy from Showing Job Gains?

United States: Industrial and Corporate Sector

U.S. Small Business Sector: What's Holding the Recovery Back?

United States: Consumption

U.S. Consumer Credit: Signs of a Slower Pace of Contraction?

United States: Monetary Policy

Fed Vice Chairman Donald Kohn Announces Retirement: How Will This Affect the FOMC?

United States: Economic Profile

Inventory Cycle Pushed U.S. Growth to an Unsustainable 5.9% in Q4 2009

Macro View

United States: Industrial and Corporate Sector

U.S. Small Business Sector: What's Holding the Recovery Back?

U.S. Manufacturing: Is the Pace of Expansion Sustainable?

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

United States: Labor Market

How Far is the U.S. Economy from Showing Job Gains?

Is the U.S. Economy Set for a Jobless Recovery?

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

United States: Sectors

U.S. Service Sector: Will the Recovery Gather Pace?

U.S. Auto Sales: A Slow Stabilization?

United States : North America : Geostrategic and Long Term Issues : Macro View : Sectors and Industries : Technological Change :

United States: Consumption

U.S. Consumer Credit: Signs of a Slower Pace of Contraction?

U.S. Consumers: Will Personal Spending Pick Up?

United States : North America : Macro View :

The Group of Eight (G8)

G7 Ministers Focus on Financial Reform, Not Currencies

Has the G20 Superseded the G7/G8?

Canada : France : Germany : Italy : Japan : North East Asia : Russia : Russia and CIS : United Kingdom : United States : Asia/Pacific : Europe : North America : Macro View :

United States: Price Dynamics (Inflation/Deflation)

U.S. Consumer Prices: Will Core Prices Ease Further?

Will the U.S. Avoid Hyperinflation and Deflation?

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

United States: Monetary Policy

Fed Vice Chairman Donald Kohn Announces Retirement: How Will This Affect the FOMC?

Federal Reserve Raises Discount Rate: When Will the Fed Hike Other Policy Rates?

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

United States: Economic Profile

Inventory Cycle Pushed U.S. Growth to an Unsustainable 5.9% in Q4 2009

How Strong Will U.S. Economic Growth Be in 2010?

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

United States: Central Bank Independence

The Treasury Announces the Revival of the SFP

Will the Fed Lose Independence?

United States : North America : Macro View : Central Bank Independence : Monetary Policy and Inflation :

United States: Monetary Policy Exit Strategy

Federal Reserve Raises Discount Rate: When Will the Fed Hike Other Policy Rates?

U.S. Consumer Prices: Will Core Prices Ease Further?

Current Financial Crisis : Domestic Politics and Political Risks : Growth Outlook and Business Cycle : Monetary Policy and Inflation : Systemic Risk, Vulnerabilities and Asset Bubbles : United States : North America : Macro View :

United States: State Finances

Do Fiscal Deficits and Pension Liabilities Pose a Risk to the Fiscal Sustainability of U.S. States?

Do U.S. States Need More Fiscal Stimulus to Fill Their Budget Gaps?

United States : North America : Macro View :

United States: Entitlement Reform

Will Washington End the Stalemate Over Healthcare Reform Legislation?

Can U.S. Healthcare Reform Be Financed Without Raising the Fiscal Burden?

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

United States: Residential Real Estate Sector

U.S. Home Sales Collapse in January: Will Demand Continue to Show Weakness?

U.S. Home Prices: Are Recent Gains Sustainable?

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

The G20's Role in Economic Policymaking

Canada's G8/G20 Agenda

G20 Finance Ministers: Is the Agenda too Broad?

Argentina : Australia : Brazil : Canada : China : France : Germany : Gulf Cooperation Council : India : Indonesia : Italy : Japan : Mexico : North East Asia : Pacific : Russia : Russia and CIS : 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 : IMF and International Economic Institutions : International Organizations :

United States: Fiscal Policy

Will U.S. Sovereign Ratings Come Under Pressure?

Are the U.S. Administration's Fiscal Consolidation Plans Adequate?

United States : North America : Macro View : Fiscal Policy :

United States: External Sector

U.S. TIC Data: Who Is Buying U.S. Treasuries?

U.S. Trade: Will Stronger Imports Continue to Widen the Deficit?

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

Foreign Purchases of U.S. Assets

Will China Keep Buying U.S. Assets?

U.S. TIC Data: Who Is Buying U.S. Treasuries?

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

Systemic Effects of Exit Strategies

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

UK Stops Quantitative Easing: An End or a Pause?

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

Advanced Economies: Financial Sector Taxes

Responsibility Fee, Tobin Tax, or Bonus Tax? Bankers Support Systemic Risk Levy

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

The Troubled Asset Relief Program (TARP)

Large Banks Repay TARP Capital: What Has TARP Achieved?

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

United States: Financial Sector Compensation

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

Will the U.S. Treasury and Fed Measures to Regulate Financial Sector Compensation Yield Desirable Results?

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

United States: Offshoring and Immigration

Immigration and Offshoring: How Have U.S. Workers Fared?

How to Assist U.S. Workers to Cope With the Effects of Globalization?

United States : North America : Macro View : International Trade and Globalization : Labor Markets and Productivity :

Collateralized Debt Obligations (CDOs) and Structured Products

Unwinding of Structured Products: Together they Stand and Fall?

Error-Prone Constant Proportion Debt Obligations (CPDOs) Ratings: Second Computer-Glitch At Moody's

United States : North America : Finance and Banking : Macro View : Securitization and Structured Finance : Systemic Risk, Vulnerabilities and Asset Bubbles :

United States: Central Bank Transparency

Will the Fed Become an Inflation Targeter?

US: Is Bernanke's Forecast-Based Approach Reliable?

United States : North America : Macro View : Central Bank Transparency : Monetary Policy and Inflation :

United States: Future Federal Reserve Policy Regimes

Will the Fed Switch to a New Benchmark Interest Rate?

Who Should Be the Systemic Risk Regulator in the U.S.?

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

U.S. Commercial Real Estate

U.S. Commercial Real Estate: Following Housing with a Lag

U.S. Commercial Real Estate: Credit Crunch Compounding the Problem?

United States : North America : Finance and Banking : Macro View : Commercial : Real Estate and Mortgage Finance : Real Estate Sector : Systemic Risk, Vulnerabilities and Asset Bubbles :

United States: Influence and the Global Economic Crisis

Timeline: Meltdown (2007-Present)

Timeline: Regulation & Deregulation (1880-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 :

Markets

United States: Equities

U.S. Equities: Is the Rally Losing Steam?

U.S. Equities Q4 2009 Earnings Season: How Strong Are Results?

United States : North America : Markets : Equities :

United States: Oil Production and Supply

Will the Obama Administration Reduce Oil and Gas Subsidies?

Obama's Energy Agenda: What are the Priorities for U.S. Energy Policy?

United States : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Energy Security and Supply Risks : Oil : Oil and Energy :

Credit Default Swaps (CDS)

Sovereign Debt and Derivatives: Buying Insurance Against Sovereign Default ...From Whom?

"Big Bang" and "Small Bang" in the CDS Market: Industry Group Adopts Standardized Rules for "Plain Vanilla" CDS

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

United States: U.S. Dollar Long-Term

Central Banks Reserves Diversification: Shifting Away from the Dollar?

Ganging Up on the Dollar? Could Oil Exporters Move Away from Dollar Pricing?

United States : North America : Markets : Currencies :

United States: Government Bond Pricing

Widest Spread between 2-year and 10-year U.S. Treasurys since 1981

Will U.S. Long-Dated Treasury Yields Move Above 4%?

United States : North America : Markets : Government Bonds :

Global Monetary System

Is It Time for a New Global Reserve Currency?

Euro as Reserve Currency

United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Monetary Policy and Inflation : Reserve Diversification :

Dark Liquidity Pools

High-Frequency Trading: Frontrunning or Just a Faster Car?

'Flash Orders' and 'Naked Access' as Niches of High-Frequency Trading: Should they be Banned?

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

United States: U.S. Dollar Short-Term

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

Central Banks Reserves Diversification: Shifting Away from the Dollar?

United States : North America : Markets : Currencies :

United States: Government Bond Supply

What Is the Future of Treasury Issuance Amounts, Maturity and Timing?

How Will the Fed Drain Liquidity?

United States : North America : Markets : Government Bonds :

United States: Government Bond Demand

U.S. TIC Data: Who Is Buying U.S. Treasuries?

Will Central Bank Demand for U.S. Agencies and Treasuries Keep Waning?

United States : North America : Markets : Government Bonds :

Petrodollars

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

Should GCC Countries De-peg from the Dollar?

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

Finance & Banking

Repurchase Agreements

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

Review of the Tri-Party Repo System: Task Force Releases Infrastructure Progress Report

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

United States: Monetary Policy

Fed Vice Chairman Donald Kohn Announces Retirement: How Will This Affect the FOMC?

Federal Reserve Raises Discount Rate: When Will the Fed Hike Other Policy Rates?

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

Public-Private Investment Program (PPIP) and TALF

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

Toxic Asset Performance: Watch Maiden Lane

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

Pension Funds: Asset Allocation

How Well-Funded Are Global Corporate Pension Plans?

Governance of Public Pension Funds: Angels, Monsters or Somewhere in Between?

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

Credit Default Swaps (CDS)

Sovereign Debt and Derivatives: Buying Insurance Against Sovereign Default ...From Whom?

"Big Bang" and "Small Bang" in the CDS Market: Industry Group Adopts Standardized Rules for "Plain Vanilla" CDS

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

Government Sponsored Enterprises

Overview of Long-Term Solutions for Fannie and Freddie: Plan To Be Unveiled in 2011

GinnieMae, GSE and FHA Program Extension: Litterbin of Last Resort?

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

Systemic Effects of Exit Strategies

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

UK Stops Quantitative Easing: An End or a Pause?

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

Leveraged Loans and Collateralized Loan Obligations (CLO)

Leveraged Loans and CLOs: Markets Stage a Comeback

How to Dispose of the US$100-200 Billion Leveraged Loan Overhang? Provide Financing To Buyer

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

High-Yield Bonds and Distressed Debt

The Empty Creditor Phenomenon: Does It Also Work In Reverse?

Covenant-Lite and Payment-In-Kind (PIK) Features: 'Zombie' Companies Delay Defaults, Hurt Recovery Rates

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

Hedge Fund Performance

What's Driving Hedge Fund Performance?

Hedge Funds: Outlook for 2010

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

Post-Crisis Regulatory Reforms in the U.S.

Tackling Too-Big-To-Fail: Overview of Proposals

Who Should Be the Systemic Risk Regulator in the U.S.?

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

Advanced Economies: Financial Sector Taxes

Responsibility Fee, Tobin Tax, or Bonus Tax? Bankers Support Systemic Risk Levy

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

Possible CMBS Trigger? Technical Default on Stuyvesant Town Debt on January 2010

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

U.S. Banking Sector Performance

U.S. Banks: Q4 Banking Profile

U.S. Credit Card Delinquencies Hit Record in December 2009: Turnaround Only After H2 2010?

United States : North America : Finance and Banking :

The Troubled Asset Relief Program (TARP)

Large Banks Repay TARP Capital: What Has TARP Achieved?

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

U.S. Corporate Bonds

Credit Markets: Outlook for 2010

Record Junk Bond Issuance in 2009 Amid Record Returns

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

Global Monetary System

Is It Time for a New Global Reserve Currency?

Euro as Reserve Currency

United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Monetary Policy and Inflation : Reserve Diversification :

Dark Liquidity Pools

High-Frequency Trading: Frontrunning or Just a Faster Car?

'Flash Orders' and 'Naked Access' as Niches of High-Frequency Trading: Should they be Banned?

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

United States: Financial Sector Compensation

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

Will the U.S. Treasury and Fed Measures to Regulate Financial Sector Compensation Yield Desirable Results?

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

Hedge Funds and Private Equity as Leveraged Investors

The Empty Creditor Phenomenon: Does It Also Work In Reverse?

Covenant-Lite and Payment-In-Kind (PIK) Features: 'Zombie' Companies Delay Defaults, Hurt Recovery Rates

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

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?

Outlook for Asian Real-Estate Market: Has the Worst Passed?

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

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 : Securitization and Structured Finance :

Counterparty Risk Management and Central Clearinghouse

Counterparty Risk Management: How Safe Are Central Clearinghouses?

ICE Launches Clearinghouse To Reduce Counterparty Risk in the Credit Default Swap (CDS) Market

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

Monoline Insurance

Obama Ends Private Lender Subsidies Altogether: What Hope For The Student Loan Crunch in Auction-Rate Securities (ARS) Market?

Ambac Bond Insurer Loses AAA Rating at Fitch, Triggering Global Equity Selloff: Regulators Sounding Bail-Out

United States : North America : Finance and Banking : Capital Market Intermediaries : Muni Bonds and Insurers/Monolines :

Securitization

Financial Innovation and Securitizations: What Prospects after Reintermediation in 2010?

The Case Against Fix Retention Rules in Securitizations: BIS and IMF Global Financial Stability Report, Chapter II

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

Commercial Paper

Asset Backed Commercial Paper (ABCP) Outlook: Inherently Unstable Market?

Is the Economic Recovery for Real? The Commercial Paper Test

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

Auction-Rate Securities

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

United States : North America : Finance and Banking : Auction Rate Securities : Capital Market Intermediaries :

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 Basis-Trade: Why is the Spread Convergence Stalling?

The Empty Creditor Phenomenon: Does It Also Work In Reverse?

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

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

Structured Investment Vehicles (SIV): Asset Sales And Re-Intermediation Onto Bank/Insurers' Balance Sheets

Asset Backed Commercial Paper (ABCP) Outlook: Inherently Unstable Market?

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

Mark-To-Market Accounting

FAS 140 Revision Leads to Re-Intermeditation of up to US$900 Billion in Off-Balance-Sheet Vehicles Starting in 2010

New IASB/FASB Proposals Expand Fair Value Accounting: A Step Forward?

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

Collateralized Debt Obligations (CDOs) and Structured Products

Unwinding of Structured Products: Together they Stand and Fall?

Error-Prone Constant Proportion Debt Obligations (CPDOs) Ratings: Second Computer-Glitch At Moody's

United States : North America : Finance and Banking : Macro View : Securitization and Structured Finance : Systemic Risk, Vulnerabilities and Asset Bubbles :

OTC Derivatives Regulation

OTC Derivatives in H2 2008: Total Notional Shrinks, Gross Credit Exposure After Netting Increases To $5 Trillion

The Future of OTC Derivatives Trading and Clearing: CPSS Issues Guidelines

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

Cash Bond - CBS Basis Comparison

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

The CDS Basis-Trade: Why is the Spread Convergence Stalling?

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

Hedge Fund and Private Equity Regulation

Hedge Fund Regulation: U.S. Finalized Draft Legislation

Brussels Intent on Regulating Hedge Funds: Will New Pay Rules Apply to Alternative Investment Managers As Well?

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

Resolution of Troubled Financial Institutions

Will Unsecured Bank Creditors Take A Haircut Eventually? And Secured Ones?

Contingent Convertibles (CoCos) Against Too-Big-To-Fail: A Viable Tool?

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

Loan Modifications

Treasury's Mortgage Modification Program Review: Servicers Face Conversion Drive

Are Servicers Standing in the Way of Mortgage Loan Modifications?

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

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?

An RTC-II to Absorb the Tsunami of Distressed Debt?: Lessons From Previous Experience

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

Private Equity Performance

Private Equity: Outlook for 2010

Private Equity and the Credit Crunch: What To Do With US$500 - 1000 Billion in Undrawn Funds?

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

U.S. Financial Regulatory Reform

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

U.S. Commercial Real Estate

U.S. Commercial Real Estate: Following Housing with a Lag

U.S. Commercial Real Estate: Credit Crunch Compounding the Problem?

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

Private Equity/Hedge Fund Consortium Buys IndyMac: White Knights Or Indirect Access To Safety Net?

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

Private Mortgage Insurers

MGIC, Radian Private Mortgage Insurers in Trouble: Another Hampered Business in the Subprime Aftermath?

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 :

Delinquencies and Foreclosures in the Residential Mortgage Market

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

Delinquencies and Foreclosures in the U.S.: Where Do We Stand?

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

Covered Bonds

Plans For A U.S. Covered Bond Market: A Better Alternative to RMBS?

The European Covered Bond Market: Will The ECB Restore The Safe Haven?

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

U.S. Stress Tests and Additional Capital Needs

IMF Reduces Global Loss Estimate to US$3.4 Trillion

Stress Test Results: Banks Raise $65 Billion in Common Stock and Convert $20 Billion of Preferred Stock to Meet Requirement

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

Fair Value Accounting

FAS 140 Revision Leads to Re-Intermeditation of up to US$900 Billion in Off-Balance-Sheet Vehicles Starting in 2010

Sifting Through Past FDIC Troubled Asset Auctions: Average 56 Cents on Dollar Value Implies Additional $1 Trillion Writedowns

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

U.S. Credit Card Industry

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

AmericanExpress Gets Access to TARP: Are Monolines, Insurers, Automakers, Hedge Funds Next?

United States : North America : Finance and Banking :

Speculation

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

Geostrategic & Long Term Issues

United States: Oil Production and Supply

Will the Obama Administration Reduce Oil and Gas Subsidies?

Obama's Energy Agenda: What are the Priorities for U.S. Energy Policy?

United States : North America : Geostrategic and Long Term Issues : Markets : Domestic Politics and Political Risks : Energy Security and Supply Risks : Oil : Oil and Energy :

China: Defense and Security Policy

Is China's Military Spending Really Slowing?

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

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

United States: Sectors

U.S. Service Sector: Will the Recovery Gather Pace?

U.S. Auto Sales: A Slow Stabilization?

United States : North America : Geostrategic and Long Term Issues : Macro View : Sectors and Industries : Technological Change :

U.S. 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 :

U.S.-China Relations

Sino-U.S. Relations: Will Arms Sales to Taiwan Hinder Cooperation?

Will Obama's Visit Spark Closer Economic Relations with China?

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: Economic Profile

Inventory Cycle Pushed U.S. Growth to an Unsustainable 5.9% in Q4 2009

How Strong Will U.S. Economic Growth Be in 2010?

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

United States: Entitlement Reform

Will Washington End the Stalemate Over Healthcare Reform Legislation?

Can U.S. Healthcare Reform Be Financed Without Raising the Fiscal Burden?

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

Pension Funds: Asset Allocation

How Well-Funded Are Global Corporate Pension Plans?

Governance of Public Pension Funds: Angels, Monsters or Somewhere in Between?

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

The G20's Role in Economic Policymaking

Canada's G8/G20 Agenda

G20 Finance Ministers: Is the Agenda too Broad?

Argentina : Australia : Brazil : Canada : China : France : Germany : Gulf Cooperation Council : India : Indonesia : Italy : Japan : Mexico : North East Asia : Pacific : Russia : Russia and CIS : 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 : IMF and International Economic Institutions : International Organizations :

Biofuel

What is the Current State of the Ethanol Market?

Can Alternative Fuels Challenge Oil?

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

The U.S. and the 'Wars of 9/11'

U.S. Intelligence Agencies Again under Scrutiny

New Afghan Plan: Financial Incentives to Give up Arms?

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

U.S. Defense Policy and Spending

Military Spending and the U.S. Budget

New Focus on Cybersecurity: How Real is the Threat?

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

Russia and the U.S.

U.S.-Russia Ties: Nuclear Disarmament Treaty in Sight?

U.S. Scales Down Missile Shield in Eastern Europe

Baltics : Central Asia : Central Europe : Estonia : Kazakhstan : Latvia : Lithuania : Poland : Russia : Russia and CIS : Ukraine : United States : Europe : North America : Geostrategic and Long Term Issues : Foreign Policy and Geostrategic Risks : Nuclear Proliferation : Terrorism, Civil Strife and Security :

United States: Domestic Politics

State of the Union: Rebranding the Domestic Agenda

Off-Year Elections: What Significance for Obama?

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

U.S. Climate Change Policy

EPA Rulings on CO2: Is Regulation the Right Answer?

How much will Cap-and-Trade cost in the U.S.?

United States : North America : Geostrategic and Long Term Issues : Climate Change : Climate Change and Natural Resources :

The U.S. Intelligence Community

U.S. Intelligence Agencies Again under Scrutiny

Money Laundering Financing Global Terrorism?

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

Turkey and the U.S.

Is Turkey Moving Away from the West?

Turkey's New Diplomatic Confidence: Obstacles Remain For Turkey-Armenia Diplomatic Thaw

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

Global Health: Pandemics

Swine Flu Epidemic: Impact on Mexico's Economy

H1N1 Declared an Emergency in U.S.: What Might the Economic Costs of a "Swine Flu Pandemic" Be?

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

NATO's Future Role

NATO at 60: What Future Role For the Alliance?

New Afghan Plan: Financial Incentives to Give up Arms?

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

U.S. Foreign Policy Under Barack Obama

U.S. - India Relations: New Beginnings?

President Obama in Asia

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

What Ever Happened to the Nuclear Nonproliferation Treaty?

Will Nuclear Energy Meet Middle East Power Needs?

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 :

U.S.: Obama's Foreign Trips in 2009

President Obama in Asia

EU Launches Eastern Partnership Initiative: Boosting Influence in Moscow's Backyard?

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

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 :

U.S.-China Strategic and Economic Dialogue

What's at Stake for the U.S.-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 :

United States: Influence and the Global Economic Crisis

Timeline: Meltdown (2007-Present)

Timeline: Regulation & Deregulation (1880-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 :

U.S.-Mexico Relations

Mexican Remittances and the Flow of Immigrants

U.S.-Mexico Relations and the War on Drugs

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

U.S. Hyperpower Status

Military Spending and the U.S. Budget

Will China Keep Buying U.S. Assets?

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

U.S. Foreign Policy and Strategy

Timeline: U.S.-Mexico Relations

What's Ahead for Latin America-U.S. Ties in the Obama Era?

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

U.S.-Iran Relations

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

Timeline: U.S.-Iran Contacts

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

U.S.-UK Relations

European Financial Sector: Double Exposure to Domestic and U.S. Housing Woes

Foreigners Hold 40% of All ABS Backed by U.S. Assets: EU Bank Writedowns Only Halfway Through

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

Cap-and-Trade Legislation in the U.S.

Obama's Energy Agenda: What are the Priorities for U.S. Energy Policy?

Carbon Capture: Will It Ever Be Profitable?

United States : North America : Geostrategic and Long Term Issues : Climate Change : Climate Change and Natural Resources : Domestic Politics and Political Risks :

Key Indicators

Unemployment rate
 Total
 (%, SA)
10.2,10,10,9.7,9.7 9.7
CPI
 Urban Consumer - All items
 (1982-84=100, SA)
215.79,216.38,217.25,217.54,217.59 217.59
Net Exports Of Goods And Services
 (Bil. Ch. 2005 $, SAAR)
-470.9,-386.5,-331.8,-348.3,-341.1 -341.1
Interest Rates
 Federal Funds Effective Rate
 (% P.A., NSA)
0.14,0.15,0.16,0.17,0.15 0.15
Stock Price Index
 S&P 500
 (Index, NSA)
1118.31,1118.79,1122.97,1138.7,1138.5 1,138.5
S&P/Case-Shiller® Home Price Index - 10-metro composite
 (Jan 2000=100, 3 mo ending, SA)
156.4,157.07,157.56,157.66,158.09 158.09
data by Moody's

RGE's Q1 2010 United States Outlook

After a sharp contraction (of around 2.4%) in 2009, subpar GDP growth (below potential) will be the story for 2010. RGE estimates that U.S. real GDP will grow 2.7% in 2010, against a potential growth rate of around 3%. U.S. real GDP growth displayed a less-than-flattering 2.2% rate in Q3 2009, with 90% of this growth attributable to monetary easing and unprecedented government intervention (fiscal stimulus). Q4 2009 saw a stronger than expected inventory liquidation that pushed growth all the way to 5.7% (advanced estimate) against a consensus expectation of 4.5%. RGE expects growth momentum to continue into 2010. RGE expects “a year of two halves,” —with the first six months stronger (average quarterly annualized growth of 2.6%) than the second six (average quarterly annualized growth of 1.5%)—as the effects of stimulus and inventory restocking begin to show signs of fading out during H2 2010. Stronger growth in H1 2010 could bring further steepening...

Read the Q1 2010 United States Outlook.

RGE Analysis

Who Will Buy the U.S. Treasurys?

Rachel Ziemba Mar 09, 2010

February Payrolls: It’s the Economy, Not the Weather

By Arpitha Bykere and Christian Menegatti Mar 05, 2010

U.S. Growth Outlook: Still Anemic and U-Shaped but Risks of a Double-Dip Recession Are Rising

By Nouriel Roubini Mar 04, 2010

Q4 U.S. GDP Growth: Going Beyond the Headlines

By Christian Menegatti and Prajakta Bhide Feb 26, 2010

New Home Sales Plunge in January

By Prajakta Bhide and Christian Menegatti Feb 25, 2010

United States: Q1 2010 Outlook

By Arpitha Bykere, Prajakta Bhide, Mikka Pineda and Christian Menegatti Feb 09, 2010

On the Verge of Job Creation

By Christian Menegatti and Arpitha Bykere Feb 05, 2010

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

Housing Starts: No Reason to Expect a Strong Recovery in 2010

By Prajakta Bhide Jan 20, 2010

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

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

Come to Mother: An RGE Strategy for the 2010 Carry Trade

Arnab Das, Natalia Gurushina, Jennifer Kapila, Elisa Parisi-Capone Jan 04, 2010

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 04, 2010

RGE Currency Outlook: The U.S. Dollar

By Mikka Pineda and Christian Menegatti Jan 01, 2010

U.S. Home Prices and Mortgage Loan Loss Severity

By Prajakta Bhide, Christian Menegatti and Wenbo Zhu* Dec 22, 2009

U.S. Retail Sales Grow in October, But Watch the Holiday Season

Christian Menegatti and Prajakta Bhide Nov 16, 2009

Deja Vu: Will the U.S. Undergo a Reprise of 1937?

Mikka Pineda Nov 16, 2009

Obama Sets New Myanmar Policy in Motion

Julie Ginsberg Nov 13, 2009

Another Bleak U.S. Labor Market Report

Arpitha Bykere and Christian Menegatti Nov 06, 2009

One Year After Obama's Election: Regulatory and Fiscal Challenges

Arpitha Bykere and Elisa Parisi-Capone Nov 04, 2009

The ‘Mother of All Carry Trades’ Fuels the Mother of All Asset Bubbles and Its Eventual Unavoidable Bust

By Nouriel Roubini Nov 01, 2009

U.S. Real GDP Growth: Should We Really Get Excited?

Nouriel Roubini and Christian Menegatti Oct 29, 2009

Global Imbalances Outlook, Q4 2009

Rachel Ziemba Oct 07, 2009

The Rising Sun also Sets

Michael Moran Oct 07, 2009

The Fed's Balance Sheet and Possible Exit Strategies

Mikka Pineda and Christian Menegatti Oct 01, 2009

For Obama's Diplomacy, the Going Gets Tough

Michael Moran Sep 30, 2009

The First-Time Homebuyer Tax Credit and Housing Vacancies

By Prajakta Bhide and Christian Menegatti Sep 29, 2009

Is the U.S. Housing Sector Bottoming Out?

Christian Menegatti and Prajakta Bhide Sep 29, 2009

Seeking Answers on Oil Market Volatility

Monika Brown Sep 18, 2009

The July TIC Data: In for the Long Term?

Rachel Ziemba Sep 16, 2009

Ripples of 9/11 Continue 8 Years On

Rachel Ziemba Sep 11, 2009

Comparing Three Crises

Mikka Pineda Sep 09, 2009

On the Reappointment of Ben Bernanke

Nouriel Roubini Aug 25, 2009

Easing Job Losses Don't Change Weak Prospects for U.S. Recovery

Arpitha Bykere and Christian Menegatti Aug 08, 2009

Climate Change Outlook, Q3 2009

Kavitha Cherian & Rachel Ziemba Jul 24, 2009

What's on the Table at the U.S.-China Strategic and Economic Dialogue (S&ED)?

Rachel Ziemba and Adam Wolfe Jul 24, 2009

Global Imbalances Outlook, Q3 2009

Rachel Ziemba Jul 24, 2009

May TIC: Still Buying U.S. Assets, but, Just the Liquid Ones

Rachel Ziemba Jul 17, 2009

Roubini Statement on the U.S. Economic Outlook

Nouriel Roubini Jul 16, 2009

Mounting Job Losses Will Hurt Consumption, Housing, Banks’ Balance Sheets, Public Finances and Lead to Protectionist Pressures

Nouriel Roubini Jul 14, 2009

U.S. Job Report Suggests that Green Shoots are Mostly Yellow Weeds

Nouriel Roubini Jul 02, 2009

Labor Market Has Become a Leading Indicator for the U.S. Economy

Arpitha Bykere Jun 05, 2009

When the Public Debt Rubber Meets the Investors' Anxiety Asphalt

Nouriel Roubini May 28, 2009

Green Shoots or Yellow Weeds? A Trifecta of Risks to the Early Bottomg Out of the Recession and Short-Term Economic Recovery and to the Medium-Term Actual and Potential Growth Prospects of the Global Economy

Nouriel Roubini May 19, 2009

Are Australian Banks Better Off Than Those in the U.S. and EU?

Mikka Pineda May 14, 2009

What the Stress Tests Didn't Tell Us

Christian Menegatti May 08, 2009

Ten Reasons Why the Stress Tests Are "Schmess" Tests and Why the Current Muddle-Through Approach to the Bank Crisis May Not Succeed

Nouriel Roubini May 08, 2009

According to Press Reports, the IMF May Allegedly be Increasing its Estimate of Global Bank Losses to $4 Trillion, a Figure Consistent With Estimates by a Variety of Independent Bank Analysts

Nouriel Roubini Apr 10, 2009

Geithner Presents a Viable Plan to Dispose of the Toxic Assets... That Does Not Rule Out That Insolvent Banks Should be Taken Over

Nouriel Roubini Mar 25, 2009

Some Comments on the Fed's Latest Move

RGE Analyst Team Mar 19, 2009

Bernie Madoff is the Mirror of a Made-Off Ponzi Economy

Nouriel Roubini Mar 11, 2009

Obama's Homeowner Affordability and Stability Plan: A Band-Aid for the Foreclosure Crisis

Arpitha Bykere and Elisa Parisi-Capone Feb 26, 2009

The Worst Economic and Financial Crisis Since the Great Depression Reveals the Weaknesses of the Laissez Faire Anglo-Saxon Model of Capitalism

Nouriel Roubini Feb 19, 2009

Meeting the U.S. Financing Needs

Arpitha Bykere, Rachel Ziemba and Mikka Pineda Feb 18, 2009

The December TIC Data

Rachel Ziemba Feb 18, 2009

Treasury's Financial Stability Plan: Will it Work?

Arpitha Bykere and Elisa Parisi-Capone Feb 11, 2009

It Is Time to Nationalize Insolvent Banking Systems

Nouriel Roubini Feb 10, 2009

Is the U.S. a Japan 2? The Return of Japan's "Free Falling" Stag-Deflation and the Risks of a U.S. L-Shaped Depression

Nouriel Roubini Feb 09, 2009

U.S. Fiscal Stimulus: High Fiscal Cost, Little Bang for Buck?

Arpitha Bykere Feb 02, 2009

The Specter of Technical Insolvency

Nouriel Roubini and Elisa Parisi-Capone Jan 31, 2009

Obama's Presidential Honeymoon Faces Daunting Economic and Geo-Politiclal Tasks

Arpitha Bykere, Rachel Ziemba, Kavitha Cherian and Jelena Vukotic Jan 22, 2009

The Latest Bear Market Sucker's Rally is Losing its Steam as an Onslaught of Awful Macro and Earnings News Takes its Toll

Nouriel Roubini Jan 14, 2009

U.S. Housing Sector Far From Bottoming Out, Needs Government Intervention

Arpitha Bykere Jan 06, 2009

A Forecast of Write-Downs on 2009 U.S. Credit Card Debt

Mathias Kruettli Dec 31, 2008

Helicopter Ben goes ZIRP, QE and More… While the Global Economy Enters Stag-Deflation

Nouriel Roubini Dec 17, 2008

The U.S. Credit Card Industry in 2009

Mathias Kruettli Dec 12, 2008

Record Corporate Bond Spreads: A Buying Opportunity?

Elisa Parisi-Capone Dec 06, 2008

A Wakeup Call for the New Foreign Policy Team?

Rachel Ziemba, Kavitha Cherian, Jelena Vukotic and Christian Menegatti Dec 03, 2008

Focus on the U.S. Economy

Arpitha Bykere, Elisa Parisi-Capone and Rachel Ziemba Nov 28, 2008

Desperate Measures by Desperate Policy Makers in Desperate Times: the Fed Moves to Radically Unorthodox Policies as Economy Is in Free Fall and Stag-Deflation Deepens

Nouriel Roubini Nov 26, 2008

The Latest Bear Market Sucker’s Rally Has Gone Bust as We Are Headed Towards Stag-Deflation

Nouriel Roubini Nov 19, 2008

Obama's Asian Priorities

Arpitha Bykere, Rachel Ziemba and Kavitha Cherian Nov 18, 2008

Looking for the Bottom

Christian Menegatti Nov 16, 2008

20 Reasons Why the U.S. Consumer is Capitulating, thus Triggering the Worst U.S. Recession in Decades

Nouriel Roubini Nov 14, 2008

The Dismal Outlook for the U.S., Global Economy and the Financial Markets

Nouriel Roubini Nov 11, 2008

The Economic Mess and Financial Disaster that Obama Will Inherit

Nov 06, 2008

Barack Obama, the 44th President of the United States

Arpitha Bykere, Rachel Ziemba, Kavitha Cherian and Christian Menegatti Nov 05, 2008

The Rising Risk of a Hard Landing in China: The Two Engines of Global Growth – U.S. and China – are Now Stalling

Nouriel Roubini Nov 04, 2008

U.S. Home Prices Notes - How Far Will They Go

Christian Mennegatti Nov 03, 2008

Is the Worst Behind Us?

Christian Menegatti Oct 16, 2008

Governments Got Religion After Peering into the Systemic Meltdown Abyss: Aggressive and Comprehensive Policy Action is Now Likely but Significant Downside Risks to Markets Will Remain

Nouriel Roubini Oct 13, 2008

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

Nouriel Roubini Oct 09, 2008

How Authorization to Recapitalize Banks via Public Capital Injections ("Partial Nationalization") Was Introduced - Indirectly Thorugh the Back Door - into the TARP Legislation

Nouriel Roubini Oct 09, 2008

U.S.-India Nuclear Accord: Nonproliferation Disaster or Landmark Deal?

Kavitha Cherian Oct 03, 2008

Financial and Corporate System is in Cardiac Arrest: The Risk of the Mother of All Bank Runs

Nouriel Roubini Oct 03, 2008

Can a Market Meltdown be Prevented?

Elisa Parisi-Capone Oct 01, 2008

The U.S. and Global Financial Crisis is Becoming Much More Severe in Spite of the Treasury Rescue Plan. The Risk of a Total Systemic Meltdown is Now as High as Ever

Nouriel Roubini Sep 29, 2008

Is Purchasing $700 billion of Toxic Assets the Best Way to Recapitalize the Financial System? No! It is Rather a Disgrace and Rip-Off Benefitting only the Shareholders and Unsecured Creditors of Banks

Nouriel Roubini Sep 28, 2008

HOME (Home Owners’ Mortgage Enterprise): A 10 Step Plan to Resolve the Financial Crisis

Nouriel Roubini Sep 24, 2008

U.S. Housing Retention Bill: How Effective in Stabilizing the U.S. Housing Market?

Arpitha Bykere and Christian Menegatti Sep 19, 2008

We Need a New HOLC - More Than a New RTC or RFC - to Provide Massive Debt Relief to the Household Sector. We Need to Create the HOME (Home Owners' Mortgage Enterprise)

Nouriel Roubini Sep 19, 2008

The Worst Financial Crisis Since the Great Depression

Nouriel Roubini Sep 17, 2008

The Transformation of the USA into the USSRA (United Socialist State Republic of America) Continues at Full Speed with the Nationalization of AIG

Nouriel Roubini Sep 17, 2008

The WEF’s Financial Development Report and Index: Why is the U.S. Ranked #1 in Spite of its Serious Financial Instability and Crisis?

Nouriel Roubini Sep 11, 2008

Comrades Bush, Paulson and Bernanke Welcome You to the USSRA (United Socialist State Republic of America)

Nouriel Roubini Sep 09, 2008

Fannie and Freddie's Bust and Deeply Flawed Government Bailout

Nouriel Roubini Sep 07, 2008

The Coming U.S. Consumption Bust: 12 Reasons Why the U.S. Consumer is in Serious Trouble and Faltering

Nouriel Roubini Sep 03, 2008

2008 US and Global Economic Outlook and Implications for Financial Markets

Nouriel Roubini Sep 01, 2008

U.S. Oil Production and Hurricanes: Insecurity of Demand Trumps Insecurity of Supply?

Rachel Ziemba Aug 30, 2008

Life Without Home Equity (Withdrawal) - Down to US$24 Billion in Q1 2008

Christian Menegatti Aug 28, 2008

The Decline of the American Empire

Nouriel Roubini Aug 13, 2008

U.S. Payrolls Indicate the Worst of the Labor Market is Yet to Come

Arpitha Bykere Aug 01, 2008

U.S. Labor Market Dynamics in a Slowing Economy

Arpitha Bykere Jul 31, 2008

So, Is This A U.S. Recession?

Christian Menegatti and Mikka Pineda Jul 30, 2008

Who is Going to Rescue the Hundreds of Busted U.S. Banks? Don’t Count on Suckering Again the Foreign Governments (the Sovereign Wealth Funds). And the Biggest Fire Sale in the History of Humanity…

Nouriel Roubini Jul 25, 2008

The Coming Systemic Bust of the U.S. Banking System: “Dead Stocks Rallying”

Nouriel Roubini Jul 20, 2008

American Un-Beauty: The Crisis of the Suburbian (McMansions and Gas-Guzzling SUVs) Way of Life

Nouriel Roubini Jul 17, 2008

Insolvency of the Fannie and Freddie Predicted Here Two Years Ago. What Happens Next? Or How to Avoid the “Mother of All Bailouts”

Nouriel Roubini Jul 11, 2008

Global Recession Watch: Recoupling Rather than Decoupling

Nouriel Roubini Jul 03, 2008

Cross-Border Bank Lending and International Exposures: Who is Most Exposed to the U.S.?

Elisa Parisi-Capone Jul 01, 2008

Global Recession Watch: A Dozen Significant Economies are at Risk of a Hard Landing

Nouriel Roubini Jun 25, 2008

Sovereign Wealth Fund Watch: U.S. Taxation and Banking Oversight

Rachel Ziemba Jun 17, 2008

Deepening Recession, Tumbling Equity Markets and Sky-High Oil Prices

Nouriel Roubini Jun 08, 2008

Why is Canada Growing More Slowly than the U.S.?

Rachel Ziemba Jun 05, 2008

Broad Support Among Economists and Experts of the Goal of Providing Mortgage Debt Relief to Distressed Borrowers

Nouriel Roubini May 15, 2008

Why the Frank-Dodd Proposal for Resolving the Mortgage Crisis Makes Sense and Why the Threatened Veto of This Legislation by the White House is Reckless

Nouriel Roubini May 13, 2008

Effects of the U.S. Recession on Asian Growth

Nouriel Roubini May 08, 2008

The Fed is Getting Desperate in Dealing with a Liquidity Crunch that Shows Little Signs of Relenting

Nouriel Roubini May 06, 2008

Natural Gas; Asian Equities; Japanese Exports; U.S. Inequality; Bolivian Referendum

Christian Menegatti Apr 24, 2008

How Exposed is Canada to the U.S. Economy?

Rachel Ziemba Apr 08, 2008

NATO; U.S. Employment; Peru Investment Grade; Hungary Political Turmoil

Christian Menegatti Apr 03, 2008

Ten Fundamental Issues in Reforming Financial Regulation and Supervision in a World of Financial Innovation and Globalization

Nouriel Roubini Mar 31, 2008

Solutions for the Mortgage Crisis

Christian Menegatti Mar 25, 2008

Fed in Action: The Bear Stearns Aftermath

Christian Menegatti Mar 18, 2008

Overview of Fed's New Lending Facilities

Elisa Parisi-Capone Mar 17, 2008

U.S. Retail Sales Drop; Eurozone; BoJ Standoff; Iran Elections

Christian Menegatti Mar 13, 2008

Can the Fed and Policy Makers Avoid a Systemic Financial Meltdown? Most Likely Not.

Nouriel Roubini Feb 08, 2008

The Rising Risk of a Systemic Financial Meltdown: The Twelve Steps to Disaster

Nouriel Roubini Feb 05, 2008

A Fiscal Solution to Cope with the U.S. Slowdown?

Arpitha Bykere Jan 01, 2008

Obama Tours Asia with a Full Agenda

RGE Analysts Nov 18, 2007

Responses to Sovereign Wealth Funds: Are 'Draconian' Measures on the Way?

Rachel Ziemba Nov 15, 2007

The Risk of a U.S. Hard Landing and Implications for the Global Economy and Financial Markets

Nouriel Roubini Sep 13, 2007

World Map of the U.S. Subprime Fallout

Mikka Pineda Aug 01, 2007

The Instability of the Bretton Woods 2 Regime

Rachel Ziemba Jul 15, 2007

The Direct Link Between Housing and Consumption: Wealth Effect and Home Equity Withdrawal

Nouriel Roubini and Christian Menegatti Apr 14, 2007

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

Elisa Parisi-Capone Mar 27, 2007

The U.S. Housing Recession is Still Far from Bottoming Out

Nouriel Roubini and Christian Menegatti Mar 15, 2007

Why China Should Abandon Its Dollar Peg

Nouriel Roubini Jan 14, 2007

Eight Market Spins About Housing by Perma-Bull Spin-Doctors... and the Reality of the Coming Ugliest Housing Bust Ever

Nouriel Roubini Aug 26, 2006

The Biggest Slump in U.S. Housing in the Last 40 Years... or 53 Years?

Nouriel Roubini Aug 23, 2006

Global Imbalances and Risks of a U.S. and Global Slowdown in 2006

Nouriel Roubini Jun 01, 2006

The Unsustainability of the U.S. Twin Deficits: Risks and Vulnerabilities in the Global Economy

Nouriel Roubini Apr 01, 2006

Trends and Forecasts for the U.S. and Global Economy in 2006

Nouriel Roubini Jan 08, 2006

The Sustainability of the U.S. External Imbalances (Revisited)

Nouriel Roubini and Brad Setser May 01, 2005

Will the Bretton Woods 2 Regime Unravel Soon? The Risk of a Hard Landing in 2005-2006

Nouriel Roubini and Brad Setser Feb 01, 2005

The U.S. as a Net Debtor: The Sustainability of the U.S. External Imbalances

Nouriel Roubini and Brad Setser Nov 17, 2004

EconoMonitors

Finance & Markets Monitor

The Gold Bubble

Rick Bookstaber Mar 9, 2010

Finance & Markets Monitor

Happy Anniversary: Top and Bottom!

Barry Ritholtz Mar 9, 2010

US EconoMonitor

Bail Out Our Schools

Robert Reich Mar 9, 2010

Global Macro EconoMonitor

Vola-geddon

Models & Agents Mar 9, 2010

US EconoMonitor

Real Personal Income Less Transfer Payments

Tim Duy Mar 8, 2010

Finance & Markets Monitor

More on the Resolution Authority Headfake

Yves Smith Mar 8, 2010

Finance & Markets Monitor

A New Index of Financial Conditions

James Hamilton Mar 7, 2010

Finance & Markets Monitor

‘Swap Tango’ – A Derivative Regulation Dance: Part 1

Satyajit Das Mar 7, 2010

Global Macro EconoMonitor

2010: BRICs, PIIGS and the G-5 Countries

Antonio Carlos Lemgruber Mar 7, 2010

US EconoMonitor

Employment Chart Roundup

Barry Ritholtz Mar 7, 2010

US EconoMonitor

Morgenson on Municipalities’ Swap Fiascoes

Yves Smith Mar 7, 2010

US EconoMonitor

Does the Obama Administration Even Want to Win in November?

Simon Johnson Mar 7, 2010

Peterson Institute for International Economics Monitor

How Best to Boost U.S. Exports

C. Fred Bergsten Mar 4, 2010

Global Macro EconoMonitor

Economy Slowly Improving but Risks Posed by Weak Employment and Tight Credit Remain

John Graham and Kate O'Sullivan Mar 4, 2010

Nouriel Roubini's EconoMonitor

The Rising Risk of Double-Dipping

Nouriel Roubini Mar 4, 2010

US EconoMonitor

Ronald Reagan the Keynesian

Edward Harrison Mar 2, 2010

US EconoMonitor

Can Obama Turn America Into Something Like Zimbabwe?

Fabius Maximus Mar 2, 2010

Finance & Markets Monitor

Why No International Financial Regulation?

Simon Johnson Mar 2, 2010

US EconoMonitor

Banksters Win Yet Again: Dodd Proposes Putting Consumer Protection Agency at the Fed

Yves Smith Mar 2, 2010

US EconoMonitor

What Were the Actual Losses in Madoff’s Fraud?

Barry Ritholtz Mar 2, 2010

US EconoMonitor

This Ain't No Party

Walter Molano Mar 2, 2010

US EconoMonitor

Is the Fed Eager to Dismiss Deflationary Pressures?

Tim Duy Mar 2, 2010

US EconoMonitor

Krugman: No Bill Is Better Than a Weak Bill

James Kwak Mar 1, 2010

US EconoMonitor

The Enthusiasm Gap

Robert Reich Mar 1, 2010

Finance & Markets Monitor

Berkshire Hathaway Letter to Shareholders

Barry Ritholtz Mar 1, 2010

US EconoMonitor

Underwater Home-Owers: Demand Principal Reductions

Barry Ritholtz Feb 26, 2010

US EconoMonitor

The High Road Procurement Policy

Mark Thoma Feb 26, 2010

Finance & Markets Monitor

Where Did Employees from Collapsed Banks Go?

Barry Ritholtz Feb 24, 2010

US EconoMonitor

New Home Sales Hit a Record Low

Edward Harrison Feb 24, 2010

US EconoMonitor

Bust Up the Health Insurance Trusts

Robert Reich Feb 24, 2010

Finance & Markets Monitor

Interview with Chris Whalen of Institutional Risk Analytics

Yves Smith Feb 24, 2010

US EconoMonitor

Should the Fed Stay in Regulation?

David E. Altig Feb 22, 2010

Finance & Markets Monitor

The Swedish Banking Crisis Response or the Bailout Hustle?

Edward Harrison Feb 22, 2010

Finance & Markets Monitor

Are Earnings Normalizing? At What Level?

Barry Ritholtz Feb 22, 2010

US EconoMonitor

The Fed's Discount Rate Hike

James Hamilton Feb 22, 2010

US EconoMonitor

It's Time to Enact Health Care with 51 Senate Votes

Robert Reich Feb 21, 2010

US EconoMonitor

We Need Jobs, Not Deficit Cuts

Mark Thoma Feb 21, 2010

US EconoMonitor

CPI + Velocity = Trouble

Rebecca Wilder Feb 21, 2010

US EconoMonitor

Would a Default by the US Government Help America?

Fabius Maximus Feb 21, 2010

US EconoMonitor

Fischisms: The Words “Economic Recovery” Have Become Trendy… Better Read the Fine Print*

Gene Fisch, Jr. and Archana Sivadasan Feb 21, 2010

US EconoMonitor

About the U.S. Economy: Where We Are, Where We’re Going

Fabius Maximus Feb 19, 2010

US EconoMonitor

The New Normal

James Hamilton Feb 17, 2010

US EconoMonitor

Foreign Holdings of U.S. Treasuries: Was It Really That Bad? No.

Rebecca Wilder Feb 17, 2010

US EconoMonitor

Why Is Wal-Mart Paying Retail Prices?

James Kwak Feb 17, 2010

Global Macro EconoMonitor

Unwinding Global Imbalances

Yves Smith Feb 17, 2010

Finance & Markets Monitor

Prerequisites for a Standalone Securitization Market

Joseph Mason Feb 17, 2010

Asia EconoMonitor

Rising Wages in China are a Good Thing

Michael Pettis Feb 16, 2010

US EconoMonitor

A Thought on Evan Bayh and Partisan America

Robert Reich Feb 16, 2010

US EconoMonitor

Greg Mankiw on the Deficit

James Kwak Feb 16, 2010

US EconoMonitor

Coming Soon: 5 Million More Foreclosures

Barry Ritholtz Feb 16, 2010

Emerging Markets Monitor

China, China, China!

Rebecca Wilder Feb 16, 2010

US EconoMonitor

The Punch Bowl, the Party, the Exit

David E. Altig Feb 16, 2010

Emerging Markets Monitor

Emerging Market Bubbles are Essential for Global Stabilization

Arun Motianey Feb 16, 2010

Nouriel Roubini's EconoMonitor

Roubini CNBC Squawk Box Interviews and Report on Sovereign Debt and Global Growth

Nouriel Roubini Feb 13, 2010

US EconoMonitor

Competing Histories

David E. Altig Feb 11, 2010

US EconoMonitor

Limit Tax Expenditures

Jeffrey Frankel Feb 11, 2010

US EconoMonitor

The National Anthem -- And Why we Need Health Care Reform so Desperately

Robert Reich Feb 11, 2010

Global Macro EconoMonitor

The New Banana Republics

Antonio Carlos Lemgruber Feb 11, 2010

Global Macro EconoMonitor

Insolvent European vs American States

Barry Ritholtz Feb 10, 2010

Nouriel Roubini's EconoMonitor

RGE's Wednesday Note - Global Trade in Recovery Mode

Arpitha Bykere Feb 10, 2010

Finance & Markets Monitor

Bank Securitization Woes Only the Beginning

Yves Smith Feb 8, 2010

Finance & Markets Monitor

Goldman Sachs vs AIG

Barry Ritholtz Feb 8, 2010

US EconoMonitor

Who's Killing Financial Reform

Robert Reich Feb 8, 2010

Nouriel Roubini's EconoMonitor

Roubini Bloomberg Interview on Sovereign Debt and U.S. Outlook

Nouriel Roubini Feb 6, 2010

Finance & Markets Monitor

Another View: Looking Beyond the Volcker Rule

Daniel Alpert Feb 5, 2010

Finance & Markets Monitor

Debunking Some AIG/FED/CDO Theories

Yves Smith Feb 5, 2010

Finance & Markets Monitor

Causation Analysis: What “But Fors” Caused the Crisis ?

Barry Ritholtz Feb 5, 2010

Nouriel Roubini's EconoMonitor

Sovereign Risk Meets Sovereign Reality

Ian Bremmer and Nouriel Roubini Feb 5, 2010

Global Macro EconoMonitor

Impulse and Propagation Mechanisms and Regulatory Reform

Joseph Mason Feb 3, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Obama’s Recent Regulatory and Fiscal Proposals

Elisa Parisi-Capone, Parul Walia, and Arpitha Bykere Feb 3, 2010

Emerging Markets Monitor

Stiglitz’s New Book and the Developing Countries

Otaviano Canuto Feb 2, 2010

US EconoMonitor

Budget Sense and Nonsense

James Kwak Feb 2, 2010

Peterson Institute for International Economics Monitor

How the United States Can Become an Export Giant

Steve Weisman and Howard F. Rosen Feb 2, 2010

Finance & Markets Monitor

Where’s the Bubble: Stocks or Bonds?

Barry Ritholtz Feb 2, 2010

US EconoMonitor

Volcker Rule: Dead on Arrival? And is Obama a Lame Duck?

Yves Smith Feb 2, 2010

Global Macro EconoMonitor

Global Consumer Confidence is Currently Less than Stellar

Rebecca Wilder Feb 2, 2010

US EconoMonitor

Fischisms: The Economic Bandwagon - Potholes Could Make for an Uncomfortable Derailment

Gene Fisch, Jr. and Archana Sivadasan Feb 1, 2010

Global Macro EconoMonitor

Despite Strong GDP Growth Energy Prices Sink Lower

Darrell Delamaide Feb 1, 2010

Finance & Markets Monitor

Populism

Simon Johnson Jan 31, 2010

Finance & Markets Monitor

Volcker Rule Chatter

Barry Ritholtz Jan 31, 2010

US EconoMonitor

GDP up 5.7%, Fastest Rate Since 2003

Edward Harrison Jan 31, 2010

US EconoMonitor

Hearts and Minds

Mark Thoma Jan 31, 2010

Global Macro EconoMonitor

Unemployment Rates: U.S. Versus the Rest of the World

Rebecca Wilder Jan 31, 2010

US EconoMonitor

Obama Needs to Teach the Public how to Get Out of the Mess We're in, But He's Not

Robert Reich Jan 29, 2010

Finance & Markets Monitor

The CEO Pay Slice

Lucian Bebchuk Jan 29, 2010

Peterson Institute for International Economics Monitor

The Financial System: Heading for More Trouble

Steve Weisman and Simon Johnson Jan 28, 2010

RGE Analysts' EconoMonitor

Fake Left, Cut Right, Drive Down the Middle

Michael Moran Jan 28, 2010

US EconoMonitor

Obama's Tiny Jobs Ideas for Main Street, a Big Spending Freeze for Wall Street

Robert Reich Jan 27, 2010

Nouriel Roubini's EconoMonitor

Roubini CNN Money, Forbes.com, CNBC, and Bloomberg Interviews at Davos

Nouriel Roubini Jan 27, 2010

Nouriel Roubini's EconoMonitor

Nouriel Roubini on the 2010 Economy: NEWSWEEK & YouTube

Nouriel Roubini Jan 27, 2010

US EconoMonitor

Letter to Ben Bernanke

Joseph Mason Jan 26, 2010

US EconoMonitor

It's about the Money...Really

James Picerno Jan 26, 2010

US EconoMonitor

The Good, the Bad and the Irrelevant

Models & Agents Jan 26, 2010

US EconoMonitor

Obama Wants to Limit Government Spending Despite High Unemployment and a Fragile Economy

Mark Thoma Jan 26, 2010

Finance & Markets Monitor

Bailouts: Catching a Falling Knife

Edward Harrison Jan 25, 2010

Global Macro EconoMonitor

Botox Cures – Part 1

Satyajit Das Jan 25, 2010

Finance & Markets Monitor

Is the “Volcker Rule” More than a Marketing Slogan?

Simon Johnson Jan 24, 2010

US EconoMonitor

What the "I'm Mad-As-Hell" Party Could Do

Robert Reich Jan 24, 2010

Finance & Markets Monitor

Did Brown’s Win Spark Obama’s War on Wall Street?

Edward Harrison Jan 22, 2010

Nouriel Roubini's EconoMonitor

Roubini Bloomberg Video and Report from the Asian Financial Forum in Hong Kong

Nouriel Roubini Jan 22, 2010

Finance & Markets Monitor

Clearly this is Their First Rodeo

Mark Thoma Jan 22, 2010

Finance & Markets Monitor

Secretary Geithner Needs to Get with the Program

Simon Johnson Jan 22, 2010

Finance & Markets Monitor

Please, Listen to the Man

Daniel Alpert Jan 21, 2010

Finance & Markets Monitor

Why Obama is Now (finally) Getting Tough on Wall Street

Robert Reich Jan 21, 2010

Finance & Markets Monitor

Obama to Propose Rules to Restrict Proprietary Trading

Yves Smith Jan 21, 2010

Finance & Markets Monitor

Obama Proposes Volcker-Style Financial Reform

Mark Thoma Jan 21, 2010

US EconoMonitor

The Frequency of Economic Statistics Matters at Turning Points

Rebecca Wilder Jan 21, 2010

US EconoMonitor

Iran Will have the Bomb in 5 Years (Again)

Fabius Maximus Jan 21, 2010

US EconoMonitor

Grading Obama’s Economic Policy after One Year

Edward Harrison Jan 20, 2010

US EconoMonitor

The Election of Scott Brown

James Picerno Jan 20, 2010

Global Macro EconoMonitor

EMH Funeral Oration

Satyajit Das Jan 20, 2010

US EconoMonitor

Who Bears the Costs of Post-Crisis Recovery ?

Barry Ritholtz Jan 20, 2010

Finance & Markets Monitor

Taxing Bailed-Out Financial Institutions

Mark Thoma Jan 20, 2010

Finance & Markets Monitor

Breaking the Banks

Rick Bookstaber Jan 20, 2010

US EconoMonitor

Bernanke’s Sorcery Will Fail

Arun Motianey Jan 19, 2010

Peterson Institute for International Economics Monitor

Will Sanctions Against Iran Work This Time?

Jeffrey J. Schott and Steve Weisman Jan 19, 2010

US EconoMonitor

Government Payroll across U.S. Presidencies

Rebecca Wilder Jan 19, 2010

US EconoMonitor

The Outlook for 2010: A Critique of Modern Monetary Policy

Joseph Mason Jan 19, 2010

Finance & Markets Monitor

Why Banks Should Clean up their House and How they Can Take Advantage of the Opportunity of Modern Times

Carlo Resta Jan 18, 2010

Nouriel Roubini's EconoMonitor

The Risky Rich

Nouriel Roubini Jan 18, 2010

US EconoMonitor

It's Not about Interest Rates Yet

Tim Duy Jan 15, 2010

Finance & Markets Monitor

Does Conventional Wisdom Miss the Boat on Banker Bonuses?

Rene Stulz Jan 15, 2010

Peterson Institute for International Economics Monitor

A Growing US-China Rift

Nicholas R. Lardy and Steve Weisman Jan 14, 2010

RGE Analysts' EconoMonitor

Risk of a Chinese Bust?

Rachel Ziemba Jan 14, 2010

Peterson Institute for International Economics Monitor

Monetary Policy and Asset Bubbles in 2010

Joseph E. Gagnon Jan 13, 2010

RGE Analysts' EconoMonitor

Nigeria’s Presidency: Fallout Scenarios from Yar’Adua Health Scare?

Lee Hudson Teslik Jan 13, 2010

US EconoMonitor

Why Obama Must Take On Wall Street

Robert Reich Jan 13, 2010

US EconoMonitor

Will We Get ''Sensible, Comprehensive Financial Reform"?

Mark Thoma Jan 13, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Sovereign Debt: The Developed World’s Next Big Problem?

Arpitha Bykere Jan 13, 2010

Finance & Markets Monitor

The Outlook for 2010: Bank Failures and Bank Losses Ahead

Joseph Mason Jan 12, 2010

Finance & Markets Monitor

More from "The Lion"

James Kwak Jan 12, 2010

Finance & Markets Monitor

The Financial Crisis Inquiry Commission: Ready For A Breakthrough

Simon Johnson Jan 12, 2010

Latin America Economonitor

Peru: Hands across the Amazon

Walter Molano Jan 12, 2010

Emerging Markets Monitor

East vs. West

Walter Molano Jan 11, 2010

US EconoMonitor

It's All about Jobs...and Interest Rates

James Picerno Jan 11, 2010

Emerging Markets Monitor

Everyone Wants to Talk about Currencies

Michael Pettis Jan 11, 2010

US EconoMonitor

The Most Stunning (and Uncommented on) Revelation in Too Big Too Fail

Yves Smith Jan 11, 2010

US EconoMonitor

The Case for a Supertax on Big Bank Bonuses

Simon Johnson Jan 11, 2010

US EconoMonitor

More Employment Charts

Barry Ritholtz Jan 11, 2010

Finance & Markets Monitor

Regulators Seek to Throw Light on Hedge Fund Impact in Energy Trading

Darrell Delamaide Jan 11, 2010

US EconoMonitor

The Bad Job Numbers and the Secret Second Stimulus

Robert Reich Jan 11, 2010

US EconoMonitor

The Letter and the Spirit of Monetary Policy

Models & Agents Jan 11, 2010

US EconoMonitor

A Job-Rich US Recovery is Still Plausible

Mark Thoma Jan 11, 2010

Finance & Markets Monitor

Error vs. Fraud

Alex Pollock Jan 8, 2010

Finance & Markets Monitor

An Entente Cordiale for the Big Banks?

Roy C. Smith and Ingo Walter Jan 8, 2010

Finance & Markets Monitor

Don’t Forget Financial Sector Reform

John Lipsky Jan 7, 2010

Global Macro EconoMonitor

World Income Distribution: Not Normal

Rebecca Wilder Jan 7, 2010

RGE Analysts' EconoMonitor

Dodd Unbound

Michael Moran Jan 6, 2010

US EconoMonitor

A Look at Our Government’s Debt – Rising Because We Like to Spend

Fabius Maximus Jan 6, 2010

US EconoMonitor

Let Them Eat Lobster!

Yves Smith Jan 6, 2010

US EconoMonitor

Bernanke Grades the Fed

James Hamilton Jan 6, 2010

US EconoMonitor

Controlled-Burn Inflation

Rick Bookstaber Jan 6, 2010

Global Macro EconoMonitor

"All Serious Economists Agree"

Simon Johnson Jan 6, 2010

US EconoMonitor

Chart du Jour: No Signs of Imminent Rate Hike

Prieur du Plessis Jan 6, 2010

RGE Analysts' EconoMonitor

Could Capital Inflows to EM be Slowing?

Rachel Ziemba and Christian Menegatti Jan 5, 2010

US EconoMonitor

52% of Small Businesses See Conditions Worsening in Next Six Months

Yves Smith Jan 5, 2010

Finance & Markets Monitor

Yet More Financial Innovation

James Kwak Jan 5, 2010

Europe EconoMonitor

A Decade to Tip the World to the East

David Smith Jan 5, 2010

US EconoMonitor

Stopping Counter-Productive Mortgage Mods and Foreclosure Abatements

Barry Ritholtz Jan 5, 2010

US EconoMonitor

Pension Disaster Makes States and Cities into Financial Basket Cases

Edward Harrison Jan 5, 2010

US EconoMonitor

Out of the Gate with a Bang

Tim Duy Jan 5, 2010

US EconoMonitor

Picture du Jour: The Lost Decade for the U.S. Economy

Prieur du Plessis Jan 4, 2010

US EconoMonitor

What's Ahead for the Economy and Politics in 2010

Robert Reich Jan 4, 2010

US EconoMonitor

No to Bernanke

James Kwak Jan 4, 2010

US EconoMonitor

Bernanke Still Does Not Understand Credit Crisis

Barry Ritholtz Jan 4, 2010

Finance & Markets Monitor

Are the Easy Gains Behind Us?

James Picerno Jan 4, 2010

Emerging Markets Monitor

Inflation in China

James Hamilton Jan 4, 2010

Global Macro EconoMonitor

Asia Tells the West to Get Off its High Horse

Edward Harrison Jan 4, 2010

Emerging Markets Monitor

China New Year, and One More Vote for GDP-Adjusted Bonds

Michael Pettis Jan 4, 2010

Global Macro EconoMonitor

Why Economists Failed to Anticipate the Financial Crisis

Edward Harrison Jan 3, 2010

Nouriel Roubini's EconoMonitor

Why Japan Needs a 'Hatobama'

Nouriel Roubini Dec 31, 2009

Finance & Markets Monitor

On Goldman’s (and Now Morgan Stanley’s) Deceptive Synthetic CDO Practices

Yves Smith Dec 30, 2009

US EconoMonitor

The Power of Conventional Wisdom

James Kwak Dec 30, 2009

Peterson Institute for International Economics Monitor

A Jobless Recovery?

Steve Weisman and Michael Mussa Dec 29, 2009

Global Macro EconoMonitor

How Important Is Structural Unemployment in the Current Recession/Recovery?

Menzie Chinn Dec 29, 2009

Finance & Markets Monitor

The Fairness of Financial Rescue

Mark Thoma Dec 29, 2009

US EconoMonitor

What Happened to the Fiscal Stimulus Multiplier

Edward Harrison Dec 29, 2009

US EconoMonitor

Case Shiller Home Prices: Improvement Moderating

Barry Ritholtz Dec 29, 2009

US EconoMonitor

Why Christmas Eve?

Tim Duy Dec 29, 2009

Global Macro EconoMonitor

The Prospects for Global Imbalances: A View from the IMF

Menzie Chinn Dec 28, 2009

Finance & Markets Monitor

Lost Decade for Stocks

James Hamilton Dec 28, 2009

Finance & Markets Monitor

Change the Bathwater, Keep the Baby

David E. Altig Dec 28, 2009

US EconoMonitor

Government Economic Stimulus is Financial Heroin

Fabius Maximus Dec 28, 2009

Finance & Markets Monitor

Pomboy: A Looming New Credit-Bust

Barry Ritholtz Dec 28, 2009

US EconoMonitor

Will a New Year Bring New Jobs?

James Picerno Dec 28, 2009

US EconoMonitor

Double Dip Recession and the Perverse Math of GDP Reporting

Edward Harrison Dec 28, 2009

Emerging Markets Monitor

The Pace of Change

Michael Pettis Dec 28, 2009

US EconoMonitor

2009: The Year Wall Street Bounced Back and Main Street Got Shafted

Robert Reich Dec 28, 2009

US EconoMonitor

Recession Slammed Domestic Migration

Rebecca Wilder Dec 26, 2009

Finance & Markets Monitor

Should Investment Firms Bet Against Their Clients?

Barry Ritholtz Dec 24, 2009

Emerging Markets Monitor

China Secures Gas Supply From Turkmenistan: Who’s the True Winner?

Philip H. de Leon Dec 23, 2009

US EconoMonitor

Gravity will Drag the $U.S.

Rebecca Wilder Dec 23, 2009

Nouriel Roubini's EconoMonitor

Roubini's Latest Project Syndicate Op-Ed: The Gold Bubble and the Gold Bugs

Nouriel Roubini Dec 23, 2009

RGE Analysts' EconoMonitor

Collateral Damage

Nouriel Roubini and Arpitha Bykere Dec 23, 2009

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Energy Insecurity in 2010 and Beyond?

Rachel Ziemba Dec 23, 2009

US EconoMonitor

If Wall Street Ran the Airlines...

James Kwak Dec 22, 2009

Finance & Markets Monitor

The Asset Allocation Challenge Springs Eternal

James Picerno Dec 22, 2009

Finance & Markets Monitor

As Financials Fade, S&P500 Loses Momentum

Barry Ritholtz Dec 21, 2009

Finance & Markets Monitor

Who Should be Bailed Out?

Lucian Bebchuk Dec 21, 2009

US EconoMonitor

Is Investment Depressed by an "Anti-Business" Climate?

Jeffrey Frankel Dec 21, 2009

Daily Digest

Analysis

Sector ETF Analysis: Industrials Surge, Utilities Lag

ETFdb  Michael Johnston Mar 9, 2010

Blogs

Presentation on “Fiscal Policy Choices” to the National Association for Business Economics

Congressional Budget Office Director’s Blog  Mar 9, 2010

Blogs

Replacing market failure with regulatory failure

Credit Writedowns  Mar 9, 2010

Analysis

The Paradox of Employment: The Reality Behind Youth Labor Market Statistics in Egypt and the United States

Brookings Institute  Mar 9, 2010

Analysis

Job openings improve, but still more than 5 unemployed workers per available job

Economic Policy Institute  Mar 9, 2010

Analysis

Consumer Credit Started 2010 with a Positive Number

Wachovia  Mar 9, 2010

News

China says committed to U.S. debt, wary on gold

Reuters  Langi Chiang et al Mar 9, 2010

Opinions

Are unemployment benefits no longer temporary?

Washington Post  Michael A. Fletcher and Dana Hedgpeth Mar 9, 2010

Blogs

Bernanke's Time Machine

Seeking Alpha  Mar 9, 2010

Opinions

It Isn’t a Financial Crisis #76,845

Center for Economic and Policy Research  Dean Baker Mar 9, 2010

Blogs

Are Earnings Rising or Stagnant? A look back at prediction 2005...

Angry Bear  Mar 9, 2010

Blogs

They Saved the Big Banks But Kind Of Lost The Economy Doing It

The Baseline Scenario  Mar 9, 2010

Blogs

The problem with municipalities buying swaps

Reuters  Felix Salmon Mar 9, 2010

Blogs

Way Too Big To Save

The Baseline Scenario  Mar 9, 2010

Analysis

Japan edges from America towards China

Financial Times  Gideon Rachman Mar 9, 2010

Blogs

Why Treasury doesn’t like principal write-downs

Reuters  Felix Salmon Mar 9, 2010

Blogs

Happy Anniversary: Top and Bottom!

The Big Picture  Mar 9, 2010

News

Tax move by Brazil risks US trade war

Financial Times  Jonathan Wheatley and James Politi Mar 9, 2010

News

Don't sell F-16s to Taiwan

Straits Times  Mar 9, 2010

News

Mexico Oil Politics Keeps Riches Just Out of Reach

New York Times  Clifford Krauss and Elisabeth Malkin Mar 9, 2010

Analysis

U.S. Job Openings and Labor Turnover January 2009

U.S. Bureau of Labor Statistics  Mar 9, 2010

Analysis

Payback Here, Snapback Coming

Morgan Stanley  Mar 9, 2010

News

Crisis may spread, Greek PM warns US

Ekathimerini  Mar 9, 2010

Analysis

3 Near-Term Risks To The Market

The Pragmatic Capitalist  Mar 9, 2010

Blogs

Stress Test Update

Calculated Risk  Mar 9, 2010

Opinions

So Where’s Consumer Protection?

New York Times  Andrew Ross Sorkin Mar 9, 2010

Blogs

BLS: Low Labor Turnover, More Job Openings in January

Calculated Risk  Mar 9, 2010

Analysis

Who Will Buy the U.S. Treasurys?

Roubini Global Economics  Rachel Ziemba Mar 9, 2010

Analysis

Why the Rally Can't Be Sustained

Comstock Partners  Mar 4, 2010

News

Stocks Look Set to Keep Moving Higher

Wall Street Journal  Donna Kardos Yesalavich Mar 8, 2010

Opinions

US ponders China's Southeast Asian rise

Asia Times  Peter J Brown Mar 10, 2010

Analysis

Honeymoon cancelled

The Economist  Mar 4, 2010

Blogs

Despite Migration Talks, Little Thaw in U.S.-Cuba Relations

Newsweek  Arian Campo-Flores Feb 18, 2010

News

Cuba: Fatal hunger strike creates a martyr

GlobalPost  Nick Miroff Mar 2, 2010

Analysis

NFIB Small Business Economic Trends March 2010 Report

National Federation of Independent Business  Mar 9, 2010

News

Worries Rebound on Bull's Birthday

Wall Street Journal  Mar 9, 2010

News

Greece wants US to get tough with hedge funds

European Voice  Mar 9, 2010

News

Pound Weakens on Waning Housing Recovery, Fitch Deficit Concern

Bloomberg  Mar 9, 2010

Analysis

Hospitality Vision: U.S. Performance Review

Deloitte  Mar 9, 2010

Analysis

The next tech goldmine: Medical records

CCN Money  Helaine Olen Mar 8, 2010

Analysis

Preparing for a Smooth (Eventual) Exit

Federal Reserve Bank of New York  Speech by Brian P. Sack Mar 8, 2010

Analysis

Statement Regarding Counterparties for Reverse Repurchase Agreements

Federal Reserve Bank of New York  Mar 8, 2010

Analysis

Country Stock Market Performance Since March 9th, 2009 and October 9th, 2007

Bespoke Investment Group  Mar 8, 2010

Analysis

Outlook 2010: Transition to the new normal

Russell Investments  Feb 9, 2010

Analysis

Bull Market Survival Rate Increases After One Year

CNBC  Mar 8, 2010

Opinions

Trading Away Productivity

New York Times  Alan Tonelson and Kevin L. Kearns Mar 5, 2010

Analysis

JP Morgan: The Recovery Is On Track

The Pragmatic Capitalist  Mar 8, 2010

Analysis

Financial Markets Monthly, March 5, 2010: What's Next?

RBC Economics  Dawn Desjardins Mar 5, 2010

Analysis

Focus: Weekly Financial Digest, March 5, 2010: Canada's Budget; Bank of Canada Policy Statement; Canadian GDP; US Employment; RBA Rate Hike

  Mar 8, 2010

Blogs

Short Sales and 2nd Liens

Calculated Risk  Mar 8, 2010

Blogs

Bloomberg: Banks Face Writedowns after FDIC Auctions

Calculated Risk  Mar 8, 2010

Analysis

Global Equity Weekly: Bank Shot

BMO Capital Markets  Robert Kavcic Mar 5, 2010

Analysis

Dollar carry trade faces risks in 2010

Reuters  Steven C. Johnson Dec 21, 2009

Analysis

An Update on State Budget Cuts: Governors Proposing New Round of Cuts for 2011

Center on Budget and Policy Priorities  Nicholas Johnson, Phil Oliff and Erica Williams Mar 8, 2010

Analysis

Sustained Growth Likely to Force Fed’s Hand on Interest Rates

AllianceBernstein  Mar 8, 2010

Analysis

US Dollar Weathers a Rebound in Risk Appetite, But for How Long? Read more: DailyFX - US Dollar Weathers a Rebound in Risk Appetite, But for How Long? http://www.dailyfx.com/forex/fundamental/forecast/weekly/usd/2010-03-06-0104-US_Dollar_Weathers_a_Rebou

DailyFX  John Kicklighter Mar 8, 2010

Analysis

FX Trading – Maybe the Buck Loses the Next Race to the Bottom

FXTraders.com  Mar 8, 2010

Analysis

Emerging Market Currencies Continue their Run

Forex Blog  Mar 8, 2010

Analysis

State Tax Changes in Response to the Recession

Center on Budget and Policy Priorities  Mar 8, 2010

Analysis

Will the Bond Vigilantes Ride Again?

Lord Abbett  Mar 8, 2010

Blogs

Why the Continuing Bad Job Numbers Make it Harder (But Even More Important) To Pass Health Care Reform

Robert Reich  Mar 8, 2010

Blogs

Rooseveltian Reflections on Financial Reform

Seeking Alpha  Mar 8, 2010

Analysis

Public Vacancy

Caixin  Derek Scissors Mar 8, 2010

News

MARKET WATCH: Stagnant unemployment rate lifts energy prices

Oil & Gas Journal  Sam Fletcher Mar 8, 2010

Analysis

The Weekly Bottom Line March 5, 2010: US Labor Market; US ISM Manufacturing Index; Canada's GDP; BoC policy statement; Canadian federal budget; Canadian personal insolvencies

  Mar 8, 2010

Analysis

The Volcker Rule: Still Problematic

Brookings Institute  Mar 8, 2010

Analysis

Note on the February 2010 Employment Situation

Brookings Institute  Mar 4, 2010

Blogs

In Tracking Recovery, Jagged Lines

Economic Scene  David Leonhardt Mar 8, 2010

Blogs

Housing: A Tale of Boom and Bust and a Puzzle

Calculated Risk  Mar 8, 2010

News

Cotton Falls as February Rally Encouraged Sales by U.S. Farmers

Bloomberg  Sonja Elmquist Mar 8, 2010

Blogs

Supply, Demand, and Unemployment

Paul Krugman  Mar 8, 2010

Blogs

A new index of financial conditions

Econbrowser  Mar 8, 2010

Blogs

In the beginning, there was a lender of last resort

macroblog  Mar 5, 2010

Analysis

US: Employment Dodges A Snowball

TD Bank Financial Group  Mar 5, 2010

Opinions

Anticipating Obama’s visit to Indonesia and Australia

East Asia Forum  Andrew MacIntyre Mar 7, 2010

Opinions

The US–Indonesia–Australia triangle – Weekly editorial

East Asia Forum  Peter Drsydale Mar 8, 2010

News

Baucus Says Bank Bonus Tax Proposal Unlikely to Get Senate Vote

Bloomberg BusinessWeek  Mar 5, 2010

Analysis

U.S. Employment: Snowed In

BMO Capital Markets  Mar 5, 2010

Blogs

Defenders and Demonizers of Credit Default Swaps

Rajiv Sethi  Mar 8, 2010

Blogs

Government Can and Should Create Jobs

Economist's View  Mar 8, 2010

Blogs

Real Personal Income Less Transfer Payments

Tim Duy's Fed Watch  Mar 8, 2010

Opinions

An Irish Mirror

Economist's View  Paul Krugman Mar 8, 2010

News

Big bank oversight to stay with Fed

FT  Mar 7, 2010

Opinions

The true cost of shale gas production

Financial Times  John Dizard Mar 8, 2010

Opinions

Mom, Apple Pie and Mortgages

New York Times  Robert Shiller Mar 5, 2010

Analysis

Retail Sales Probably Fell in February: U.S. Economy Preview

Bloomberg  Bob Willis Mar 7, 2010

Analysis

US data boost hopes for recovery

Financial Times  James Politi and Alan Rappeport Mar 5, 2010

Analysis

U.S: Payrolls data buoy job creation hopes

Reuters  Lucia Mutikani Mar 5, 2010

Blogs

More good news on corporate default rates

FT Alpahville  Paul Murphy Mar 5, 2010

Blogs

The Weather Effect on Jobs

WSJ Real Time Economics  Sudeep Reddy Mar 5, 2010

News

Fannie, Freddie Ask Banks to Eat Soured Mortgages

Bloomberg  Bradley Keoun Mar 5, 2010

News

AIG Agrees to Sell Alico to MetLife for $15.5 Billion

Bloomberg  Andrew Frye and Hugh Son Mar 8, 2010

Analysis

Accountancy rules will affect risk strategies

FT Fund Management  Baptiste Aboulian Mar 1, 2010

Analysis

U.S. Consumer Credit January 2010

Federal Reserve Statistical Release  Mar 5, 2010

News

Crude Oil Poised for Weekly Gain on Improved Economic Outlook

Bloomberg  Ben Sharples et al Mar 5, 2010

RGE GLOBAL ECONOMIC OUTLOOK

Table of Contents

Economic Outlooks:
Global | U.S. | Japan | China | Eurozone
Germany | France | UK | India | Brazil

Global Issues
Growth and CPI | Commodities | Trade | Imbalances

Featured Issue

Featured Briefing Image

Featured Analysis

Will Silver Always Be Second to Gold?

Mikka Pineda Feb 23, 2010

“From a fundamental perspective, silver is better placed than gold to enjoy the global recovery in industrial production.”

Featured EconoMonitor Post

Global Macro EconoMonitor

Vola-geddon

Models & Agents Mar 9, 2010

With monetary authorities around the world

[...]

FEATURED @ RGE

United States: Industrial and Corporate Sector

U.S. Small Business Sector: What's Holding the Recovery Back?

United States: Equities

U.S. Equities: Is the Rally Losing Steam?

Greece: Fiscal Policy and Public Finances

Overview of Solutions: European Monetary Fund (EMF) Requires Treaty Change, Faces ECB Member Opposition

Taiwan: External Accounts

Is Taiwan's Export Recovery Sustainable?

Canada: Real-Estate Sector

Do Vulnerabilities Loom as Canadian Housing Revives?

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