Mar 12, 2012

3 Temporary Factors Impacting Growth

Merrill Lynch (says), recent good economic data depends on 3 factors: weather, delay in foreclosure process and lagged impact of lower gasoline prices.

Those 3 positive factors are temporary as weather effect on jobs will fade out in spring, foreclosures will increase and oil price is rising. - Source: Nouriel`s Official Twitter

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Mar 7, 2012

The Biggest Risk For The Global Economy Right Now

Biggest tail risk to the global economy now is a military conflict between Israel and Iran that sharply spikes oil prices. - in Nouriel`s Twitter

Related, United States Oil Fund ETF (USO), iPath S&P GSCI Crude Oil Total Return(OIL), Crude Oil Futures

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Oil Price Spike Could Push World Economy Into Stagflation

Excerpt from BBC blog -- "Nouriel Roubini thinks the oil price spike out of the Arab revolts could push the world economy into stagflation. There is also the risk that currency war breaks out into open trade war." - in NYU Stern website

Related, United States Oil Fund (USO)

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Mar 6, 2012

Chinese Growth

China's new official growth forecast for 2012 - 7.5 percent - matches RGE's below consensus forecast of 7.4 percent. We'll update ours based on data flow. - in Nouriel`s Official Twitter

Related, iShares FTSE/Xinhua China 25 Index ETF (FXI)

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Mar 3, 2012

US Economic Data Round Up

Consumption flat, ISM down, construction spending down, durable goods order/capex down. Apart from better initial claims US growth is slower. - in Twitter

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Mar 1, 2012

Q1 U.S. Growth Can Be Very Weak

Real consumption spending has been flat for 3 months now including January while capex spending fell. So Q1 U.S. growth could be very weak. - in Nouriel`s Official Twitter

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Feb 24, 2012

More Risks To The Global Economy

"One is sharply rising oil prices." - Nouriel Roubini in a recent Tweet

Related, United States Oil Fund (USO), Crude Oil Futures, energy stocks

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Feb 23, 2012

Global Economic Outlook: There Will Be A Significant Slowdown In China This Year

In the UK there is recession, even the US is not doing great, in India there’s a slowdown and they’re worried about that. In China, exports, infrastructure investment, real estate is slowing down, so there’ll be a significant slowdown in China this year. - in The Telegraph

Related, iShares FTSE/Xinhua China 25 Index ETF (FXI)

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Feb 22, 2012

Greece: There Will Be A Violent Reaction, A Revolution

I think you are deluding yourself to think that the alternative is going to be to stay in the euro, stay in a depression and eventually it will lead to so much social and political stability...there will be a violent reaction to it, a revolution. - Nouriel Roubini during a conference in Athens yesterday

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Feb 20, 2012

There Are Many Things That Could Go Wrong In The Middle East

In other words, there are many things that could go wrong in the Middle East, any combination of which might stoke fear in markets and lead to much higher oil prices. Despite weak economic growth in advanced economies and a slowdown in many emerging markets, oil is already at around $100 per barrel. But the fear premium could push it significantly higher, with predictably negative effects on the global economy. - in Project Syndicate

Related, Crude Oil Futures, United States Oil Fund (USO), Exxon Mobil (XOM),

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Feb 16, 2012

Chinese Residential Investment And Commercial Real-Estate Activity Are Slowing Sharply

Chinese residential investment and commercial real-estate activity are slowing sharply as home prices start to fall. Infrastructure investment is down as well, with many high-speed railway projects on hold and local governments and special-purpose vehicles struggling to obtain financing amid tightening credit conditions and lower revenues from land sales. - in Project-Syndicate

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Feb 15, 2012

Brazil: Signs Of An Economic Slowdown

Interesting times in Brazil as there are signs of an economic slowdown as global tail risks loom.

(Source: Roubini`s Official Twitter)

Related, iShares MSCI Brazil Index ETF (EWZ)

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Feb 14, 2012

Focusing On Economic Fundamentals

As the market fixates on the additional liquidity provided by the ECB and other central banks, I want to return the focus to economic fundamentals, for which the outlook remains fragile. - in RGE

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.

Feb 13, 2012

Many Advanced Economies Are Double Dipping

Japan joins Eurozone and the UK in experiencing a contracting GDP in Q4 of 2011. Many advanced economies double dipping.

(Source: Roubini`s Official Twitter)

Related, iShares MSCI Japan Index ETF (EWJ), Nikkei 225 Index;

Nouriel Roubini is an American economist. He teaches at New York University's Stern School of Business and is the chairman of Roubini Global Economics.