On @AirTalk, @ianbremmer describes our G-Zero world, and what it means for global leadership: http://t.co/14V8V1iS . #gzero
3 minutes ago
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Note from Athens: Feeling on the Ground Has Palpably Changed
I travel to Athens about once every six months and speak with as many contacts as I can, including top policymakers, bankers, journalists, economists and academics. On my most recent trip in mid-February, the feeling on the ground had palpably changed in a number of ways that have supported my view that Greece will eventually [...]
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Philippines: Reconciling Short-Circuiting Electronic Exports
The situation for Philippine exports is particularly dire, with the value of exports falling by 20.7% y/y in December 2011 after reaching a two-year low in September amid persistent weakness in external demand for the country’s electronic goods (Figure 1). Export growth contracted for its eight consecutive month, while electronic exports contracted for its eleven [...]
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RGE’s Prajakta Bhide CNTV Video Discussing QE3, U.S. Home Sales and Growth
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Apple Shares Reach $500 Milestone
Is it all about Apple? This FT article shows how much influence a single company has, which is indeed a danger should that company slip. On the other hand, most countries have one company or sector that is a stand-out and punches way above its weight: it’s like Finland and Nokia, or Brazil/Norway and Petrobras/Statoil, [...]
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RGE’s Christian Menegatti CNBC Video – Bailout Won’t Save Greece’s Solvency
CNBC Video — Christian Menegatti, VP, Global Economic Research, Roubini Global Economics, says while Greece is likely to receive a second tranche of aid, the country’s solvency will continue to remain in question.
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RGE’s Arnab Das – Rupee Will Underperform, Not Bullish on it
In an interview with ET Now, Arnab Das , MD, Roubini Global Economics talks about how the Indian economy will grow this year with a special emphasis on the country’s investment cycle and rate cuts. Excerpts: ET Now: What are your views on the projected sub-7% growth and the correction in inflation? Is it as [...]
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High U.S. Gasoline Prices – Consumer Optimism or Otherwise?
The January retail price of gasoline broke records, averaging US $3.37 a gallon, according to the Oil Price Information Service. This price compares with the previous record average for the month of US $3.095 a gallon, set last year and a much lower US $2.71 in January of 2010. January is typically a month of [...]
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RGE’s Gina Sanchez CNBC Video – Does the Rally Have Legs?
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Will the Euro Survive the Debt Crisis?
Restoring confidence in the eurozone (EZ) rests on its ability to generate growth and reduce the competitiveness gap in the periphery. As fiscal austerity is bound to deepen the recession, the possibility of debt restructurings, exits and the eventual breakup of the EZ must be taken into account. The financial crisis has exposed the institutional [...]
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Canada’s Trade Ties: Harper Heads to China
Canadian Prime Minister Stephen Harper heads to China today on a much-anticipated trip, his first since 2009, when his trip was far overshadowed by President Obama’s first trip. He has the privilege of being one of the first global leaders to visit China after the holiday period, though we expect Chinese leaders will again be [...]
