The Great Recession of 2008-09 was triggered by the excessive debt accumulation and leverage of private agents – households, financial institutions and even a fat tail of the corporate sector – in many advanced economies. And while there is a … Read More

From Bloomberg By Ye Xie   March 8 — China will limit the yuan’s appreciation to 4 percent over the next 12 months because of a “super cautious” outlook on the global economy, said New York University Professor Nouriel Roubini. … Read More

A few quotes: From Dow Jones: Zhou Signals Yuan Policy Shift “We don’t rule out that during some special periods–such as the Asian Financial crisis and the global financial crisis this time–we adopted special policies, including a special exchange rate … Read More

As the debate of the shape of the recovery in the United States rages on, Nouriel Roubini analyzes the macro data and finds it to be fully consistent with – at best – a U-shaped recovery.  However, the last two … Read More

In this week’s note, we examine the price drivers of silver, the least “precious” of the precious metals. The following content is drawn from an RGE Analysis by Mikka Pineda, “ Will Silver Always Be Second to Gold? ” which … Read More

As concerns over Greece’s debt crisis continue to mount, along with the rest of the PIGS that face similar threats, European leaders are discussing possible courses of action that would stabilize the situation and minimize the risks of contagion and … Read More

The renowned CIO of Legg Mason, Bill Miller, has written an opinion piece in the FT today, criticizing investor preferences for bonds over equities, as demonstrated by the re-direction of equity fund flows toward bond funds. He believes that things … Read More

In this week’s note, we examine trends in international trade. The following content is drawn from a special report on trade in RGE’s newly released Q1 2010 update to our Global Economic Outlook. Clients can read the full report, which … Read More

Bloomberg — Nouriel Roubini talks with Bloomberg’s Carol Massar and Matt Miller about the outlook for the U.S. stock market. Roubini also discusses the risk of sovereign-debt default, necessary steps to reduce government debt and the likelihood of aid for … Read More

Editors Note - This Wall Street Journal Op-Ed is drawn from a more extensive piece of research, How to Avoid a Greek Tragedy in Europe , provided earlier this week to RGE’s clients.   After months of shrugging off debt … Read More