ROUBINI MIRADA DE AL EN RGE 360

 

 

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Friday, December 3

• UN holds Climate Change Conference in Cancun, Mexico (November 29-December 10). (Cancun Conference: High Hopes for Small Victories)
• U.S. reports employment situation for November. (U.S. Private Payrolls Rise, Continuing Recent Labor Market Improvement)
• Canada reports unemployment rate for November. (Canadian Labor Market Continues to Moderate in October)
• EZ: ECB president Jean Claude Trichet gives speech on European economy. (Prospect of ECB Intervention Fuels Relief Rally in Eurozone)
• UK, EZ, Germany, France and Italy release services PMIs for November. (UK Q3 Growth Unrevised at 0.8% q/q; What Is the Outlook?)
• Switzerland reports November CPI. (Swiss National Bank Maintains Expansionary Monetary Policy, Lowers Growth Outlook)
• Malaysia reports trade balance for October. (Malaysian Export Growth Continues to Slow in September on Weak Electronics Demand)
• Colombia releases monetary policy meeting minutes. (What Is the Probability that Colombia's Central Bank Will Cut Rates?)
• Mexico reports consumer confidence for November. (How Fast Will Mexico's Economy Decelerate in H2 2010? What About 2011?)

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Saturday, November 4

• Colombia reports November CPI. (What Is the Inflation Outlook for Colombia in 2010?)

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Sunday, December 5

• Egypt holds stage two of parliamentary elections. (Egypt's Election—Free and Fair?)

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Monday, December 6

• Russia reports November CPI (December 6-7). (Food Prices Drive Russian Inflation)
• Australia holds monetary policy meeting for December. (Are Higher Terms of Trade Leading the Reserve Bank of Australia to Raise Rates?)
• The Philippines reports November CPI. (Will Philippine Inflation Remain Tame?)
• Chile reports economic activity for October. (Chile's Economic Activity: How Strong Will the Recovery Be?)
• Ecuador reports November CPI. (What Is the Outlook for the Ecuadorian Economy?)

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Tuesday, December 7

• The EU and Russia hold summit meeting in Brussels, Belgium. (Can EU-Russia Ties Shift From Energy Focus to Modernization?)
• Canada announces monetary policy decision. (How Long Will the Bank of Canada Remain on Hold?)
• UK reports industrial and manufacturing production for October. (UK Q3 Growth Unrevised at 0.8% q/q; What Is the Outlook?)
• Germany reports factory orders for October. (German Industrial Production Gives Further Evidence of Slowing Economic Activity)
• Iceland reports Q3 GDP. (Iceland's Economy Still in Deep Recession)
• Taiwan releases export data for November. (Taiwan's Export Growth Rebounds in October)
• Chile reports November CPI, trade balance. (Chile's Economic Activity: How Strong Will the Recovery Be? and Chile's External Accounts: Any Improvement?)

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Wednesday, December 8

• Canada reports housing starts for November. (Do Vulnerabilities Loom as Canadian Housing Begins to Cool?)
• Germany reports current account, trade balance and industrial production for October. (German Exports Post Strong Growth in September, Slowdown Ahead and German Industrial Production Gives Further Evidence of Slowing Economic Activity)
• Belgium reports final Q3 GDP. (Belgium GDP Growth Decelerates to 0.5% q/q in Q3 2010)
• New Zealand holds monetary policy meeting for December. (How Much Will the Reserve Bank of New Zealand Tighten in 2010?)
• South Korea holds monetary policy meeting for December. (South Korea Hikes Rates in November as Inflation Risks Outweigh Capital Inflow Challenges)
• Malaysia reports industrial production for October. (Malaysia's IP Growth Shows Slight Increase on Favorable Base Effects)
• Mexico reports trade balance for October. (Are Mexico's External Accounts Improving? What About Export Diversification?)
• Brazil announces reference rate target, reports IPCA inflation for November. (Will Brazil Resume Tightening in 2011? and How Long Will Brazil's Inflation Outlook Keep on Deteriorating?)

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Thursday, December 9

• Canada releases New Housing Price Index for October. (Do Vulnerabilities Loom as Canadian Housing Begins to Cool?)
• UK announces monetary policy decision. (UK Quantitative Easing: When and How Much?)
• EZ: ECB publishes monthly report on economic situation. (Post-2013 European Stabilization Mechanism: Collective Action Clauses and Preferred Creditor Status)
• Various European countries report final Q3 GDP. (Bulgaria, Czech Republic, Estonia, Greece, Hungary, Latvia, Portugal)
• Finland reports Q3 GDP. (Finland Macro View: GDP Growth at 1.9% q/q in Q2 2010)
• Germany reports final November CPI. (Germany: Inflation Reaches Highest Level Since October 2008)
• Czech Republic reports November CPI. (Czech Central Bank Has Europe's Lowest Nominal Policy Rate—Will It Last?)
• China releases trade data for November. (Chinese Trade Surplus Swells in October)
• Brazil reports Q3 GDP. (How Fast Is Brazil Decelerating in H2 2010? What About 2011?)
• Mexico reports consumer prices for November. (Will Mexico's Inflation Remain Benign in H2 2010? What About 2011?)
• Peru announces reference rate for December. (When Will the Peruvian Central Bank Resume Monetary Tightening?)
• Egypt reports November CPI. (Egypt's Inflation Remains Unchanged in October: Is Up the Only Way to Go?)
• South Africa reports current account for Q3. (South Africa's Current Account Narrows in Q2 2010 and South Africa's Trade Balance Sinks Back to Deficit in October)

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Friday, December 10

• The EU and India hold summit meeting in Brussels, Belgium. (Will India and the EU Expands Economic Cooperation)
• U.S. reports international trade for October. (U.S. Trade Deficit Narrows in September)
• Canada reports international merchandise trade for October. (Canada's Current Account Deficit Widens Further in Q3)
• Italy reports final Q3 GDP, trade data. (Italy: Q3 GDP Growth Disappoints at 0.2% q/q and Will Exports Continue to Drive Italy's Economic Recovery?)
• Turkey reports Q3 GDP. (Turkey Macro View: Double-Digit GDP Growth in Q2 Positively Surprises)
• China holds Central Economic Work Conference in Beijing (December 10-12). (What's China's Plan for 2011-15?)
• India reports industrial production for October. (Can Improving Domestic Demand Curtail India's Industrial Production Slowdown?)
• Mexico reports gross fixed investment for September. (Are Mexico's External Accounts Improving? What About Export Diversification?)
• Venezuela reports November CPI. (What Is the Outlook for Inflation in Venezuela?)

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RGE Upcoming Client Events:        

• December 14: RGE 2011 Outlook Call with Nouriel Roubini and RGE Team
• December 16: Asset Allocation in 2011 for Pensions and Family Offices Event at RGE's NY Office with Nouriel Roubini and Gina Sanchez, Director of Equity and Asset Allocation Strategy, along with three guest panelists specializing in Credit Funds, Equities Funds, and Event Driven Funds – clients only, call your account representative.
• December 17: RGE 2011 Eurozone Outlook Call with RGE Analysts
• 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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WELCOME TO ROUBINI MOBILE: Now research on roubini.com is automatically customized for your mobile device. All RGE content - Critical Issues, Economic Research and Market Strategy - as well as email newsletters such as our Daily Top 5, Focus Reports and the RGE 360 are now optimized for your smart phone.   

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RGE Economic Research:

• Front-Loaded Stimulus, Back-Loaded Austerity: The Optimal Fiscal Austerity Path and the Risks of Other Routes by Nouriel Roubini
• The Zone of Austerity: Political Risk Stalking the Eurozone by Michael Moran
• Nordic Unemployment: Explaining the Divergent Trends During the Crisis by Mikko Forss
• The 'Lame Duck' Session: Lots of Quacking, But Can It Pass Legislation? by Michael Moran and Prajakta Bhide
• North America Focus Which Cat Among the Pigeons? by Arun Motianey
• Europe Focus Ireland's Political Game; Germany's Economic Slowdown; UK's Banking Vulnerabilities by RGE's Europe Analyst Team
• Asia Focus Asia/Pacific Central Banks Chart the 2011 Course by Mikka Pineda, Adam Wolfe, Arpitha Bykere, and Michael Manetta
• Comparing Spain With Ireland and Other PIIGS: Better in Some Ways, More at Risk in Others by Elisa Parisi-Capone, Christian Menegatti, and Nouriel Roubini

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Nouriel Roubini's Global EconoMonitor

• Front-Loaded Austerity in the UK by Nouriel Roubini
• Comparing Spain With Ireland and Other PIIGS: Better in Some Ways, More at Risk in Others by Elisa Parisi-Capone, Christian Menegatti, and Nouriel Roubini
• An Orderly Market-Based Approach to the Restructuring of Eurozone Sovereign Debts Obviates the Need for Statutory Approaches by Nouriel Roubini
• Roubini's 'Crisis Economics' – NYT Top 10 Books of 2010
• Nouriel Roubini #12 on Foreign Policy's Top 100 Global Thinkers

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RGE Analyst's EconoMonitor

• Can World Cup Frenzy Keep Qatar Growing After Gas Momentum Fades? by Rachel Ziemba
• Germany: Largesse Oblige? by Michael Moran
• Nature of the Nordic Recessions by Mikko Forss
• RGE's Wednesday Note – A Spanish Inquisition by Elisa Parisi-Capone, Christian Menegatti and Nouriel Roubini
• Will the 'Lame Duck' Lay an Egg? by Michael Moran and Prajakta Bhide
• Good Reads, November 29 by Michael Moran

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U.S. EconoMonitor

• Bailout Recipients by Barry Ritholtz
• Virtuous Cycle: Will NFP Lead to More Capex, Hiring? by Barry Ritholtz
• Jobless Claims Rise, But the Trend Still Looks Encouraging by James Picerno
• The Big Economic Story, and Why Obama Isn't Telling It by Robert Reich
• Will the 'Lame Duck' Lay an Egg? by Michael Moran and Prajakta Bhide
• And this Is Going to Lead to High Inflation? by Menzie Chinn
• The Administration's 'Communication Problem' by Mark Thoma
• Improving Holiday Sales Reflect Economic Recovery by Barry Ritholtz
• Tax Hikes, Status Competitiveness, and Social Stratification by Yves Smith
• National Fiscal Hypocrisy Week by Robert Reich
• Arithmetic of Decline: America's Lost Decade for Jobs by Fabius Maximus

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Europe EconoMonitor

• Pettis on Eurozone Pathways and Endgames by Yves Smith
• The Rough Politics of European Adjustment by Michael Pettis
• Germany Is Old Too by Claus Vistesen
• Another Lesson in How Not to Go About Things from the EU Commission by Edward Hugh
• Will the Irish Crisis Spread to Italy? Paolo Manasse and Giulio Trigilia
• The Eurozone Endgame: Four Scenarios by Peter Boone and Simon Johnson
• Cross-Border Deleveraging and the Shifts in Europe's Bargaining Game by Models & Agents
• Turkmenistan Signals Readiness for Nabucco by Robert M. Cutler
• Numbers by Marcus Svedberg

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Emerging Markets Monitor

• Turkey: The Desperate House-Economist by Emre Deliveli
• Chinese Inflation and European Defaults by Michael Pettis
• How China's Inflation Policy Will Shape the Yuan-Dollar Exchange Rate by Edwin G. Dolan
• Brazil: The Challenges Facing the New Minister by Marcio Garcia

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Finance & Markets Monitor

• Servicer-Driven Foreclosures: The Perfect Crime? by Yves Smith
• Resilient Markets by Barry Ritholtz
• Pricing Corporate Governance by Lucian Bebchuk
• Weighing the Week Ahead: Fundamentals Versus Fear by Jeffrey Miller
• Pondering the Next Phase of the Debt Crisis by James Picerno

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Global Macro EconoMonitor

• Europe and China: Is This Déjà vu All Over Again? by James Hamilton
• Listening to Voices: The IMF's Dialogue with Civil Society by Caroline Atkinson

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A successful marcus evans annual Alternative Investments Summit 2010 (www.alternativeinvestmentssummit.com) ended this week; held at the Red Rock Casino Resort & Spa in Las Vegas, NV.