Roubini Topic Archive: Europe
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Ellis CNBC Video – Is a Disorderly Greek Default Priced into the Market?
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Beware the Dark Side of the Force
Markets continue to look on the dark side, raising pressure on central banks to do something. Meanwhile, economic data refuses to cooperate. China’s Manufacturing PMI (well timed earlier than expected release) was stronger than expected, though still the weakest September reading on record. It’s worth noting that export orders were surprisingly strong, so the domestic [...]
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Ellis Bloomberg Video on U.S. Economy, Profits, European Crisis
In an attempt to be constructive about the current environment I had the opportunity to sit down with our friends at Bloomberg on Wednesday ahead of the Bloomberg Link Inflation conference where I presented today. Video is more fun than reading – ask my son.
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A Quick Little Thought on Markets and the S&P Downgrade
Most of what we witnessed this week in global markets – across all asset classes – was the rather orderly reshuffling of risk. This reshuffling has been in the card for some time and if you click through to older posts you will notice that we have been identifying themes as to what they might [...]
