EconoMonitor

Nouriel Roubini's Global EconoMonitor

Archive for December, 2009

  • 10 for 2010

    This week, as the countdown to the New Year begins, we present 10 themes to watch in 2010. Rising Fiscal Pressures Stimulus Spending Adds to Public Debt Risks Will the Rising U.S. Debt Hurt Future Growth? Sovereign Risk in the Eurozone: Are More Downgrades to Come? Shaky Baltic Governments: Sharp Budget Cuts Boost Political Risk […]

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  • Why Japan Needs a ‘Hatobama’

    From The Wall Street Journal

    By Ian Bremmer and Nouriel Roubini

    Like President Barack Obama, Japan’s new Prime Minister Yukio Hatoyama made lots of extravagant economic and foreign policy promises on the road to victory earlier this year. Mr. Obama has shown flexibility and the willingness to compromise. Will Mr. Hatoyama do the same? If not, Japan will be in for a rough ride in 2010.

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  • RGE’s Weekly Roundup

    Check out all of the RGE analysis and EconoMonitor contributions that were published this past week at roubini.com.

    Here are some of the highlights from RGE Analysis:

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

    From  Project Syndicate:

    NEW YORK – Gold prices have been rising sharply, breaching the $1,000 barrier and in recent weeks rising towards $1,200 an ounce and above. Today’s “gold bugs” argue that the price could top $2,000. But the recent price surge looks suspiciously like a bubble, with the increase only partly justified by economic fundamentals.

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  • RGE’s Wednesday Note – Energy Insecurity in 2010 and Beyond?

    Today we look at some of the trends that might move global energy markets in 2010. Yesterday’s OPEC meeting, the first hosted by Angola, brought few surprises as countries pledged to maintain their current production cuts in the face of an uncertain global economic recovery. But as growth starts to pick up, could a combination of oil demand growth from emerging market economies and geopolitical supply vulnerabilities boost the oil price back to US$100 per barrel level–a level that could put the economic recovery in jeopardy?

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  • Roubini Speech and Interview on the Global Economy and Latin America at the Council of the Americas

    Video: Nouriel Roubini on the Global Economic Outlook [40:00 Speech, 20:00 Question and Answer]   Americas Society/Council of the Americas hosted a presentation by Chairman of Roubini Global Economics and New York University Professor of Economics Nouriel Roubini. Exclusive Interview: Nouriel Roubini on Latin America’s 2010 Outlook.

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  • RGE’s Weekly Roundup

    Check out all of the RGE Analysis and EconoMonitor contributions that were published this past week on roubini.com and RGE’s Nouriel Roubini’s Global EconoMonitor, RGE Analyst’s EconoMonitor, Finance & Markets Monitor, Peterson Institute for International Economics Monitor, Global Macro EconoMonitor, U.S. EconoMonitor, Emerging Markets Monitor, Asia EconoMonitor, Latin America EconoMonitor and Europe EconoMonitor. Here are […]

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  • Wednesday Note – Deja Vu: Will the U.S. Undergo a Reprise of 1937?

    Today we look at the links between the current economic conditions and those of the 1930s, another era where the threats of sovereign defaults and inflation worries loomed large. A lengthy recent analysis by RGE’s Mikka Pineda identifies striking similarities in U.S. inflation attitudes between the mid-1930s, when the U.S. began to show signs of recovery from the Depression, and 2009. Americans during the Great Depression voiced the same concerns about excess bank reserves, budget deficits, competitive devaluations and commodities speculation as they do today. Even dissenting arguments followed the same script in both eras. The eerie resemblance in the psychological and economic backdrop of the mid-1930s and 2009—both historic junctures when recovery was thought to have begun—raises concerns that the U.S. could be on the edge of a double-dip.

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  • About the New roubini.com Website

    Dear RGE EconoMonitor Community: We welcome you to roubini.com! With the launch of roubini.com, Roubini Global Economics has greatly improved the platform it uses to deliver insight to its clients. We rethought the way we organize and create content with an eye toward mirroring our methodology. As always, we aim to save our clients time […]

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  • The New Bubble in the Barbarous Relic that Is Gold

    In recent months gold prices have risen dramatically, first breaching the US$1000 barrier, then jumping another 20% in the past few weeks, surpassing US$1200 before correcting downward again to around US$1100. Some gold-bug bulls say the gold price could eclipse US$2000 in the next couple years. Is that possible? Is the recent rise of gold […]

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