Is something in the air? Do I detect a change in consensus on the way things are going in Japan? Certainly a slew of articles have been published in the financial press over the last month questioning where the Abenomics experiment is headed for. The general conclusion seems to be that wherever it is it [...]
The Parliament of Ukraine and the European Parliament are both expected to ratify the EU-Ukraine association agreement in a simultaneous session today. However, last week it was announced that the entry into force of the deep and comprehensive free trade area (DCFTA) between the EU and Ukraine, initially planned for November of this year, will [...]
Watch Roubini’s Senior Research Director, David Nowakowski, on CNBC discussing the German economy and the ECB explicit desire for a weaker euro.
U.S. Economy: Recovery or Bust!
Rising momentum, lingering risks.
I have always thought that the soft landing/hard landing debate wholly misses the point when it comes to China’s economic prospects. It confuses the kinds of market-based adjustments we are likely to see in the US or Europe with the much more controlled process we see in China. Instead of a hard landing or a [...]
Data from the macro and financial realms imply that the bullish aura for the US economy and financial markets has a strong foundation at the moment. Indeed, encouraging macro data is the fuel that’s driving stocks higher. But this happy state of affairs doesn’t mean there’s no risk in the financial markets.