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, December 24
- U.S. markets closed for Christmas Day holiday (observed); most European banks (ex-UK) closed.
- Russia holds monetary policy meeting. (Russia’s Easing Cycle Is Over: When Will Hikes Come?)
- Singapore reports industrial production for November. (Singapore’s IP Jumps Again In October)
- Argentina reports budget balance for November. (How Sustainable Is Argentina’s Fiscal Position?)
- Venezuela reports unemployment report for November. (Is the Worst of the Recession Over for Venezuela?)
Saturday, December 25
- Christmas Day holiday.
Monday, December 27
- UK banks closed for Christmas Day holiday (observed).
- Australian banks closed for Boxing Day holiday (observed).
- Russia reports Q3 current account balance (December 27-31). (Russia’s Current Account Surplus Narrowing Again, Capital Outflows Grow)
- Ukraine reports final Q3 GDP (December 27-31). (Ukraine’s Economy Recovers Slowly in Q3 2010)
- Japan reports CPI, industrial production, and retail sales for November. (How Severe Is Deflation in Japan?, Is the Japanese Manufacturing Sector Reviving? and Are Japanese Consumers Shopping?)
Tuesday, December 28
- UK banks closed for Boxing Day holiday.
- U.S. reports consumer confidence for December. (U.S. Consumers: More Optimistic in Early December)
- Turkey reports capacity utilization for December. (Turkish Industrial Production Returns to Pre-Crisis Level in October)
- Hong Kong reports export numbers for November. (Hong Kong’s Exports Decelerate in October: Global Headwinds?)
- Brazil reports central government budget for November. (Are Brazil’s Fiscal Accounts Sound?)
Wednesday, December 29
- Germany reports December CPI. (Germany: Inflation Reaches Highest Level Since October 2008)
- Serbia reports final Q3 GDP. (Serbia Macro View: Accelerating Recovery)
- South Korea reports industrial production data for November. (Will South Korea’s Industrial Production Continue to Slow?)
- Chile reports industrial production for November. (Chile’s Economic Activity: How Strong Will the Recovery Be?)
- Colombia reports urban unemployment rate for November. (How Fast Will Colombia’s Economy Recover?)
Thursday, December 30
- U.S. reports pending home sales index for November. (U.S. Home Sales Rise in November; Housing Demand Subdued on Balance)
- Russia reports final Q3 GDP. (How Much Will Lackluster H2 Growth Weigh on Russian GDP in 2010?)
- Turkey reports trade balance for November. (Turkey’s Current Account Deficit: Widening Continues)
- Chile reports unemployment rate for November. (Chile’s Economic Activity: How Strong Will the Recovery Be?)
- Mexico reports budget balance for November. (Mexico’s Fiscal Accounts Outlook)
Friday, December 31
- SIFMA recommends 2:00 p.m. close for New Year’s Eve holiday; Japanese and most European banks (ex-UK) closed.
- Brazil, China, India and South America expected to submit voluntary emission reduction actions. (Modest Outcomes from Cancun Climate Conference)
- Croatia reports final Q3 GDP. (Croatia Macro View: GDP Grows by 0.2% Y/Y in Q3 2010)
- South Africa reports trade balance for November. (South Africa’s Trade Balance Sinks Back to Deficit in October)
RGE Upcoming Client Events:
- January 10: RGE 2011 Latin America Outlook Call with RGE Analysts
- January 11: RGE 2011 Asia Outlook Call with RGE Analysts
- January 12: RGE 2011 Middle East and Africa Call with RGE Analysts
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RGE WEEKLY ROUNDUP
Here is a look at the best of this week’s offerings from Roubini.com and RGE EconoMonitors:
RGE Economic Research:
- Eurozone at the Crossroads: Where to Go From Here? by Elisa Parisi-Capone
- How Vulnerable Is Italy? by Katharina Jungen
- The Hangover: China Considers Policy Pills by Adam Wolfe
- China’s Portfolio: Still Stuck on the Dollar? by Rachel Ziemba
- North America Focus Will the Fed Allow Rising Borrowing Costs?; Sonata Forms in the Treasury Market by David Nowakowski, Arun Motianey and Christian Menegatti
- LatAm Focus Week Ahead (Week of December 20, 2010) by Bertrand Delgado
- East Asia’s Hemorrhoid Problem: Assessing the Next North Korean Flare-Up by Michael Moran
- Europe Foc
us Fidesz vs. Hungary’s Central Bank; CEE Pension Pains; Icesave Progress by RGE’s Europe Analyst Team - MENA Focus Political Cycles Bring More of the Same? by Ayah El Said, Maya Rusinowicz and Rachel Ziemba
Nouriel Roubini’s Global EconoMonitor
- A Survival Strategy for the Eurozone by Nouriel Roubini
- Roubini on the Rachel Maddow Show
- Oil Inventories Drawing Down by Gary Clark
- China: EU’s Knight? by Rachel Ziemba
- Turkish Monetary Policy: Risky Business by David Rogovic
- Stuck in Dublin by Arnab Das
- Parliamentary Jockeying in Kuwait by Rachel Ziemba
- Italy: Berlusconi’s Narrow Escape by Mark Willis
- 10 Reasons I Am Thinking About Japan by Barry Ritholtz
- On the Gutting of Financial Services by Yves Smith
- Blame the Accountants – and Deregulation by Barry Ritholtz
- More on the Lunacy of the Basle Accords by London Banker
- Dogma Versus Reality by Barry Ritholtz
- An Inflation (or Lack Thereof) Chart Show by David E. Altig
- Velocity of Money by James Hamilton
- The Attack on American Education by Robert Reich
- Attention Inflationistas: You Are 3 Years Too Late by Barry Ritholtz
- The Looming State Budget Crisis by Edward Harrison
- Symbols and Substance by James Kwak
- The Year Washington Became ‘Business Friendly’ by Robert Reich
- U.S. Ethanol Subsidies: A Bad Policy that Refuses to Die by Edwin G. Dolan
- Why Citigroup? by James Kwak
- Getting the Diagnosis Right: Avoiding a Housing Price Bubble in Hong Kong SAR by Nigel Chalk
- ‘Confuzzled’ by the Central Bank of Turkey by Emre Deliveli
- Blunt or Blunter? Emerging Markets (Try to) Return in Kind by Models & Agents
- Some Lessons from Recent Global Macro Events by Menzie Chinn
- Chinese Growth in 2011 by Michael Pettis
- Brazil: Foreign Exchange Reserves, the BNDES and Public Debt by Marcio Garcia
- Colombia’s GDP Expected to Grow 4.1% in 2010 by Bertrand Delgado
- Europe Still Can’t Turn the Page by Peter Boockvar
- European Bank Stress Tests: Third Time Lucky? by Nicolas Veron
- The British Mess (III): Bank of England Tiptoes Around Sovereign Risk Worries by Richard Smith
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