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 rapid urbanization in an FT Alphavile guest post. He writes, “urbanization largely explains both the decline in labor’s share of income and the increase […]

Response to Randy Wray’s Biggest Commodity Bubble of All Time

L. Randall:  You present a compelling argument for a commodity bubble. Yes, the financialization of commodities has truly played a role in rising global commodity prices via the many new ETPs (exchange traded products) backed by either  commodity futures or physicals, as well as indices and other forms of  investible instruments. Yet I wish to […]

A Taste for RMB in Africa…

While the focus at today’s South African reserve bank (SARB) meeting was on the central bank’s dovish tilt, Governor Marcus was also questioned on whether South Africa’s newfound BRICS cooperation extended to currency coordination with China – in other words, would or has South Africa joined the throng of countries considering to add RMB to […]

Why RBI Should Be on Hold

Indian monthly inflation number for August was released today and it showed a minor uptick. There is a possibility that this will goad India’s central bank, the RBI (Reserve Bank of India) to continue with its hawkish stance, irrespective of the disastrous IP number released earlier this week. The feeling is that, the IP number […]

Egypt: And the Money Starts Rolling In?

Saudi Arabia has stepped up to the plate for Egypt, announcing a US$4 billion package for Egypt which included transfers, investment, a capital injection for the central bank, purchases of some of T-bills and bonds that Egypt will issue in the coming year, as well as other financial support. This announcement comes just days after […]

RGE 360

Here is this week’s RGE 360, our Friday morning look at the week ahead in the global economy and our weekly review of the best recent content from Roubini.com. Friday, May 13 U.S. releases April consumer price index. (U.S. Core CPI Up Less Than Expected in March: Only Transitory Gains in 2011?) Eurozone releases GDP […]

RGE 360

RGE 360

Here is this week’s RGE 360, our Friday morning look at the week ahead in the global economy and our weekly review of the best recent content from Roubini.com.

RGE 360

Here is this week’s RGE 360, our Friday morning look at the week ahead in the global economy and our weekly review of the best recent content from Roubini.com.

Friday, April 29, 2011

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