Nouriel Roubini's Global EconoMonitor

Roubini Topic Archive: Energy Security and Policy

  • Scary Oil

    From Project Syndicate: Today’s fragile global economy faces many risks: the risk of another flare-up of the eurozone crisis; the risk of a worse-than-expected slowdown in China; and the risk that economic recovery in the United States will fizzle (yet again). But no risk is more serious than that posed by a further spike in […]

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  • Reuters – Japan to Ease Monetary Policy Further: Roubini

    Reuters — Nouriel Roubini, best known for predicting the U.S. housing meltdown, said he expects Japan‘s central bank to ease monetary policy further by buying more government debt in the wake of the earthquake. Roubini, one of Wall Street’s most closely followed economists, said the Bank of Japan (BoJ) would have to set aside more […]

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  • Roubini CNBC Interview on Japan and the Yen

    CNBC — Roubini on Japan and the Yen (Click for Video [5:56])   CNBC — Nouriel Roubini, Chairman & Co-founder of Roubini Global Economics explains why he thinks the yen should weaken in the long run.

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  • The Economic Consequences of the Arab Revolt

    From Project Syndicate:

    Political turmoil in the Middle East has powerful economic and financial implications, particularly as it increases the risk of stagflation, a lethal combination of slowing growth and sharply rising inflation. Indeed, should stagflation emerge, there is a serious risk of a double-dip recession for a global economy that has barely emerged from its worst crisis in decades.

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  • Roubini Bloomberg Interview: Earthquake in Japan and the European Debt Crisis

    Bloomberg — Roubini: ‘Worst Time’


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  • Roubini Media Reports: Double Dip Recession if Oil Hits $140

    Bloomberg — Roubini Sees Double Dip for Advanced States If Oil Hits $140  Economic Times — Uncertainties to Impact Global Economy, Markets: Roubini Arabian Business — Middle East Economies Could Take ‘Decade’ to Recover All rights reserved, Roubini GlobalEconomics, LLC. Opinions expressed on RGE EconoMonitors are those of individual analysts and may or may not […]

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  • CNBC Roubini Interviews and Reports: Egypt Contagion Risks, U.S. Bond Vigilantes

    CNBC — Roubini on Egypt Contagion Risks (Click for Video)


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  • A Global Tsunami

    An Israeli military strike in Iran would have an earthquake-like impact on today’s fragile global economy, and the potential for conflict is not entirely remote.

    “Israel cannot live with a reality of a nuclear Iran threat,” says Israel’s Vice Prime Minister Silvan Shalom. On the other hand, Israel doesn’t refer explicitly to a possibility of attack. This ambiguity notwithstanding, Shalom states that Iran, which in his view continues its efforts to obtain nuclear capabilities, is “taking advantage of the weakness of the international community and of the ongoing struggle over hegemony in the Middle East between the United States [on one hand, and] Russia and China [on the other].”

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  • RGE Wednesday Note – Iraqi Oil: A Riddle in the Sands

    Oil prices have been on a tear of late, rising almost 6% in a week to close at close to US$87 per barrel on April 5. Despite a subsequent sell-off and the fact that oil prices seem rather frothy, there do seem to be some upside risks in the short-term, especially since oil market fundamentals kept prices within a narrow trading band from mid 2009 through the end of Q1 2010. As we’ll describe in more depth in the forthcoming RGE global outlook, strong growth in Emerging market economies and accommodative monetary policy globally, as well as a closer to balanced oil market, should continue to provide modest support for oil prices. But if oil prices remain above US$100 per barrel for long, higher prices could begin to choke off weak consumption, especially in the U.S. and in dollar-pegged commodity importers, in turn dragging oil back down.

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  • To Catch China, India Needs Human and Physical Capital, Says Dr. Roubini

    Bloomberg reports on Dr. Nouriel Roubini’s remarks on comparative growth in India and China. Dr. Roubini argues that India needs to invest in human capital and innovation if it wants to match Chinese GDP growth:

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