Last week, Nouriel Roubini released an analysis exclusively for RGE clients. While maintaining his core projection of protracted U-shaped growth in the United States, Roubini argued that the risks of a double-dip recession in the United States are rising. The … 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

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

A credit-fueled investment boom successfully boosted China’s growth to 8.7% in 2009, but cheap money drove up asset prices as well, especially in property markets. As China’s output gap closes, loose money is now set to become inflationary, particularly if … Read More

Greece’s fiscal problems are, as I have argued many times, but the tip of a global iceberg. For the next installment of the recent global financial crisis will be rising sovereign risk, especially in advanced economies that run massive budget … Read More

CNBC — Sovereign Risks and Realities (Click for Video ) CNBC — Insight on the sovereign debt crisis, with Nouriel Roubini, NYU Stern School of Business professor. [7:54] ____________________________________ CNBC — Greece Default Worries (click for Video ) CNBC — … 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