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.
Friday, November 12
- G20 holds summit in Seoul, South Korea (November 11-12). (Is the G20 Merely Papering Over Divides on Currency Issues?)
- U.S. President Barack Obama visits South Korea (November 11-12). (U.S.-South Korea Trade Talks Disappoint as Obama Attends G20 Summit)
- European countries report advance/preliminary Q3 GDP. (Eurozone, Germany, France,Italy,Portugal, Greece, Russia, Czech Republic,Hungary,Slovakia, Romania, Bulgaria)
- Turkey reports unemployment for July-September. (Turkey’s Unemployment Rate Holds at 11.7% in June-August Period)
- Hong Kong reports Q3 GDP. (Hong Kong’s Growth Slows to 1.4% in Q2: What’s the Outlook for 2010?)
- Malaysian central bank holds monetary policy meeting. (Bank Negara Malaysia Stays on Hold in September: Done for 2010?)
- India reports industrial production for September. (Has Domestic Demand Curbed India’s Industrial Production Slowdown?)
- Argentina reports October CPI. (Is the Gap Between Official and Unofficial Inflation in Argentina Still Widening?)
- Brazil reports retail sales for September. (How Fast is Brazil Decelerating in H2 2010? What About 2011?)
- Colombia reports trade balance for September, releases monetary policy minutes. (How Are Andean Current Accounts Faring? and When Will the Colombian Central Bank Start Removing Monetary Accommodation?)
Saturday, November 13
- Asia-Pacific Economic Cooperation holds summit in Yokohama, Japan (November 13-14). (APEC Finance Ministers Agree on Currency Statement, Fail to Address Trade Imbalances)
- U.S. President Barack Obama visits Japan (November 13-14).
Sunday, November 14
- Japan reports Q3 GDP, industrial production for September; Bank of Japan holds monetary policy meeting. (Japan GDP Growth of 1.5% y/y in Q2 Stronger Than Expected, Is the Japanese Manufacturing Sector Reviving? and Japan Maintains Virtual Zero Policy Rate and Details QE Measures)
- New Zealand reports retail sales for September. (Are New Zealand Consumers Returning to Their Spendthrift Lifestyle?)
- Venezuela reports Q3 GDP. (Is Venezuela Heading Toward a Deep Recession?)
Monday, November 15
- Middle Eastern markets (ex-Israel) closed for the Eid al-Adha holiday (November 15-18).
- U.S. reports retail sales for October. (U.S. Personal Income Contracts in September; Will Consumption Weaken Ahead?)
- EZ reports trade balance for September. (The External Value of the Euro: What Effect on Growth and Imbalances?)
- Ukraine reports preliminary Q3 GDP (estimated release date). (Ukraine’s Economy Recovers in H1 2010, Slowdown in H2?)
- India reports wholesale price index for October. (Will Inflationary Pressures Remain High in India?)
- South Korea holds monetary policy meeting for November. (Is South Korea Considering Capital Controls to Limit Inflows?)
- Peru reports September GDP, unemployment for October. (What Is Peru’s GDP Growth Outlook for 2010?)
Tuesday, November 16
- U.S. reports TIC flows for September; PPI, Industrial Production for October. (U.S. TIC Data: Large Foreign Purchases in August and U.S. ISM Manufacturing Index Shows Expansion; Regional Indexes Mixed)
- UK reports October CPI. (UK Inflation Steady in September at 3.1%; Core Inflation Decelerates to 2.7%)
- EZ reports October CPI. (Eurozone Inflation Accelerated to 1.8% in September; Core Inflation Steady at 1%)
- Germany: ZEW releases economic sentiment survey for November. (Germany: Economic Expectations Decline Less Than Expected in October)
- Singapore reports export data for October. (Singapore’s Export Growth Moderates in September Following August’s Boom)
- Hong Kong reports unemployment rate for October. (Hong Kong’s Unemployment Rate Unchanged in September)
- Chile announces nominal overnight rate target. (Chilean Monetary Policy: How Much Tightening in 2010?)
Wednesday, November 17
- U.S. reports CPI, housing starts for October. (U.S. Consumer Prices: Core Prices Flat in September and U.S. Housing Starts Stabilizing at Low Levels)
- UK: Bank of England releases monetary policy meeting minutes. (UK Quantitative Easing: When and How Much?
) - Spain reports Q3 GDP. (Bank of Spain Expects Flat Q3 Growth Amid Continued Balance Sheet Repair)
- Russia reports industrial production for October. (How Strong is Russian Manufacturing?)
- South Africa reports retail sales for September. (South African Retail Sales: World Cup Effect Fades)
- Madagascar votes on referendum to approve new constitution.
Thursday, November 18
- Canada reports international securities investments for September, leading indicators for October. (Canada’s Current Account Deficit Widens in Q2 2010 and Canadian Economy Grows in August After July Contraction)
- EZ reports current account for September. (The External Value of the Euro: What Effect on Growth and Imbalances?)
- Switzerland reports trade balance for October. (Leading Indicators Suggest Swiss GDP Growth Continues to Moderate in H2 2010)
- Taiwan reports Q3 GDP. (After a Strong H1, What’s the Outlook for Taiwan in 2010?)
- The Philippines holds monetary policy meeting for November. (When Will the Philippines Central Bank End Its Accommodative Stance?)
- South African Reserve Bank announces interest rate decision for November. (South African Inflation Continues to Fall: More Easing Ahead?)
- Argentina reports consumer confidence for November. (Argentina Macro View: Is Economic Activity Stabilizing?)
- Brazil reports tax collection for October. (Are Brazil’s Fiscal Accounts Sound?)
- Chile reports Q3 GDP, current account. (Chile’s Economic Activity: How Strong Will the Recovery Be? and Chile’s External Accounts: Any Improvement?)
- Colombia reports industrial production, retail sales for September. (How Fast Will Colombia’s Economy Recover?)
Friday, November 19
- NATO holds summit in Lisbon, Portugal (November 19-20). (NATO’s Future Role and Turkey’s Foreign Policy: Ankara’s Tough Balancing Act Over Iran)
- Russia releases consumer data for October. (Is Russian Household Consumption Losing Steam?)
- Argentina releases economic activity index for September, reports industrial production for October. (Argentina Macro View: Is Economic Activity Stabilizing?)
- Colombia announces overnight lending rate. (When Will the Colombian Central Bank Start Removing Monetary Accommodation?)
RGE WEEKLY ROUNDUP
Here is a look at the best of this week’s offerings from Roubini.com and RGE EconoMonitors:
RGE Economic Research:
- Asia Focus Shifting Economic Cycle Constrains Monetary Tightening by Arpitha Bykere, Mikka Pineda and Michael Manetta
- LatAm Focus Mixed Inflation Results Across the Region by Bertrand Delgado and Juan Lorenzo Maldonado
- RGE Analysis Indonesia’s Q3 GDP Results: Investment Shines Through the Rain by Michael Manetta
- RGE Analysis Romania’s Debt-Selling Tactic: Short-Term Gains, Long-Term Pain by Jelena Vukotic
- North America Focus U.S.: Wage Growth Pickup Needed; Canada: Domestic Demand Concerns by Prajakta Bhide, Rachel Ziemba and Tetiana Sears
- LatAm Focus Week Ahead (Week of November 8, 2010) by Bertrand Delgado and Juan Lorenzo Maldonado
- RGE Analysis U.S. Employment Report: A Step Forward in October, but Household Survey Should Temper Optimism by Prajakta Bhide and Christian Menegatti
- Europe Focus EZ’s Head and Tailwinds; Acute Portuguese Crisis; Stalling Russian Growth by RGE’s Europe Analyst Team
- RGE Analysis Ethanol Subsidies: Adding Fuel to the Fire? by Gary Clark and Rachel Ziemba
Nouriel Roubini’s Global EconoMonitor
- New Rules for Hot Money by Nouriel Roubini
- CNBC Interview – Roubini: The Fed Needs to Fight Deflation and a Double Dip Recession
- WSJ News Hub: Roubini on QE2
- Private Investment: A Ray of Sunshine in Rainy Indonesia by Michael Manetta
- RGE’s Wednesday Note – Will GOP Gains Mean Ethanol Producer Losses? by Gary Clark and Rachel Ziemba
- What’s the Outlook for U.S. Ethanol Subsidies by Gary Clark and Rachel Ziemba
- Risks Attached to Expiry of Romania’s IMF Program by Jelena Vukotic
- Business Investment: One Step Forward, One Step Back by Prajakta Bhide
- Iceland: Capital Control Relaxation Postponed by Mikko Forss
- How valuable Is China’s Value-Added IP Data? by Adam Wolfe and Rachel Ziemba
- Weighing the Week Ahead: Questions Answered at Last by Jeffrey Miller
- Making the Volcker Rule Work by Simon Johnson
- Need for Reform by Walter Molano
- Could QE2 Cause the Fed to Go Broke? by Edwin G. Dolan
Peterson Institute for International Economics Monitor
- Estimating the Impact of the Exchange Rate on the Trade Balance and Jobs by William R. Cline
- Why China Will Again Rise to the Top: Their Most Important Advantage over America by Fabius Maximus
- Will G20 Take Collective Stand on Capital Controls? by Kavaljit Singh
- The End of the World. That Is, the End of the World We’ve Known Since WWII by Fabius Maximus
- Currencies and the Business Cycle by James Picerno
- America’s Two Economies, and Why One Is Recovering and the other Isn’t by Robert Reich
- Affluent Americans Are More Confident Now Than 2009 by Barry Ritholtz
- Current Economic Conditions by James Hamilton
- Be Careful What You Wish For… by Jeff Tyler
- The ‘Misoverestimated’ Surpluses and the Tax-Cuts Debate by Models & Agents
- A Look at U.S. Employment – and How’s That Recovery Doing? by Fabius Maximus
- What Impact Will the Election Have on Financial Reform by Mark Thoma
- Bernanke Leads Us Down the Hole to Wonderland! (more about QE2) by Fabius Maximus
- India’s Secret Weapon in its Economic Race with China by Emre Deliveli
- Turkey: Attack of the Killer Tomatoes by Emre Deliveli
- QE2 and the Titanic by Michael Pettis
- China: The 12th Five Year Plan Is Out and About by Bradley Gardner
- Venezuela’s Inflation Forecast Revised to 27.5%-30% y/y by Juan Lorenzo Maldonado
- Peru’s Central Bank Expected to Stay on Hold by Bertrand Delgado
- Uruguay’s Inflation Increases in October by Juan Lorenzo Maldonado
- Eurozone Rebalancing Depends on German Inflation by Rebecca Wilder
- German Industrial Production Fell in September by Rebecca Wilder
- The Irish Mess (V) by Yves Smith
- According to Bond Markets, Ireland Is Not Yet Greece by Rebecca Wilder
Bertrand Delgado, RGE Senior Economist, will be speaking at the Latin America Investments Summit. The Marcus Evans Latin Investments Summit will take place December 1-3, 2010 at the Red Rock Casino Resort & Spa in beautiful Las Vegas, NV. Here, top executives will gain access to leading investment institutions as well as participate in a number of business networking opportunities. For more information: mediapartners@marcusevansmi.com.
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