May 15, 2012

Global Economy Outlook

You put it together — the euro zone troubles with the US slowdown, China...you could have a train wreck next year. - in the opening day of the Skybridge Alternative Conference

Related: iShares FTSE/Xinhua China 25 Index ETF (FXI), iShares Russell 2000 Index ETF (IWM), iShares MSCI Germany Index Fund ETF (EWG)

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.

If Contagion Reaches Spain And Italy, The Eurozone Will Breakup

If a small group of countries, Greece, Cyprus, Portugal, restructure and exit, the Eurozone survives. But if down the line the problems of debt, growth and sustainability spread to Spain and Italy, they lose market access, the bailout doesn’t work, they have to restructure the debt and eventually they might have to exit, that would be a breakup of the Eurozone. - in Forbes 


Related: IShares Italy (EWI), Ishares Spain (EWP)

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.

May 8, 2012

The Only Option To Restore Growth In Greece

Only option to restore growth in Greece: a negotiated exit from the Euro with Troika support to avoid overshooting and collateral damage. - in Roubini`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.

May 7, 2012

The US Economy May Be Going Back To Stall Speed

The optimists today are saying the U.S. is on the cusp of a self-sustaining recovery. The data suggest that we’ll be lucky if this year we’re going to grow barely 2 per cent. - in Globe And Mail 

Related, SPDR S&P 500 Index ETF (SPY)

Elections: Greece Much More Serious Than France

Result of Greek elections much more serious than the French one, the former leads to chaos while Hollande will turn out to be a moderate. - in Roubini`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.

May 5, 2012

Employment Report: US Recovery Is Anemic And Fragile

Employment report confirms that the U.S. recovery is anemic and fragile. Details are also weak as earnings and workweek are flat. - in a recent tweet, Roubini`s Official Twitter 


Related, iShares Barclays 7-10 Year Treasury Bond Fund (IEF), SPDR S&P 500 Index ETF (SPY);

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.

May 4, 2012

What Is The ECB Waiting For?

Eurozone service PMIs confirm that the region's recession is becoming deeper. What is the ECB waitin for? - in a recent tweet 

Related: interest rates, iShares MSCI Spain Index ETF (EWP), iShares MSCI Italy Index ETF (EWI), iShares MSCI Germany Index Fund ETF (EWG)

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.

Eurozone Crisis: Some If`s

If something disorderly, either disorderly default and/or disorderly breakup were to occur in the eurozone, certainly financial contagion would be significant. - in CNN 


Related: iShares MSCI Italy Index ETF (EWI), iShares MSCI Spain Index ETF (EWP)

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.

May 3, 2012

Geopolitical Tensions

There’s still a risk that there will be a military confrontation between Israel, and the US, and Iran. - in the Milken Conference 

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.

Euro Currency: A Breakup Is Going To Be A Mess

If you can't either devalue the euro to a real depreciation, inflate yourself, or grow yourself out of this problem, or deflation is not going work, the only solution is going to be to give up the euro and go to a national currency.

But if enough of those countries do that, the collateral damage in terms of losses to the creditors is going to be massive. So a breakup is going to be a mess. - in CNN


Related: iShares MSCI Germany Index Fund ETF (EWG), iShares MSCI Italy Index ETF (EWI), iShares MSCI Spain Index ETF (EWP), EURUSD forex cross 

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.

The Arab Spring Will Become An Arab Winter

"The entire Middle East is a mess, and it's not just Iran and Israel. The Arab spring will become an Arab winter." - in CNN


Related: Oil Futures, 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.

May 2, 2012

China`s PMI: Still Below The Critical 50 Level

China HSBC Manufacturing PMI 49.3 in April Vs Preliminary 49.1. Up but still below the critical 50 level. - in a recent Twitter 


Related, iShares FTSE/Xinhua China 25 Index ETF (FXI), iShares MSCI Emerging Markets Index ETF (EEM)  

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.

Apr 23, 2012

Eurozone: The Only Hope Of Restoring Growth Is...

After all, with painful de-leveraging - spending less and saving more to reduce debts - depressing domestic private and public demand, the only hope of restoring growth is an improvement in the trade balance, which requires a much weaker euro. - in Today Online 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.

Apr 19, 2012

The Labor Market Is Weakening

Rise in initial unemployment claims plus weak March payrolls confirms that labor market/economy is weakening. (Source: Roubini`s Twitter) Related, iShares Russell 2000 Index ETF (IWM) 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.

Eurozone Crisis Countries: Will Be Forced To Postpone Austerity

EZ crisis countries will all be forced to postpone some of the fiscal austerity as front-loading it will make their serious recession worse. - in Roubini`s Official Twitter Related, iShares MSCI Spain Index ETF (EWP), iShares MSCI Italy Index ETF (EWI) 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.

Apr 18, 2012

China Needs To Grow Private Consumption

China, which may face a hard landing in a few years, needs to grow private consumption as a percentage of gross domestic product. - in a conference - Santiago, Chile

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.

Apr 17, 2012

Chile: Fundamentals, Risks

Chile has been growing strongly - 6 percent - for the last 2 years and has strong macro-fiscal-financial fundamentals.

Chile's external risks are:
- a China slowdown & effect on copper price;
- the Eurozone crisis;
- the high price of oil
- a possible US slowdown

(Source: Roubini`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.