Oct 1, 2013

If A Government Shutdown Cannot Lift Gold, What Else Will?

If a government shutdown cannot lift gold, what else will? - in Twitter

Related stocks and ETFs: SPDR Gold Trust (ETF) (GLD), Newmont Mining (NEM), Barrick Gold (ABX), Goldcorp (GG), Market Vectors Gold Miners ETF (GDX)

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.

Sep 30, 2013

Political Risks Rise In West Countries

"Political risks rise in West countries: U.S. goverment shutdown risk; Italian goverment collapse risk; uncertainty on German government; Greece & Portugal risks." - in Twitter

Related ETFs: Financial Select Sector SPDR (ETF) (XLF), SPDR SP 500 ETF (NYSE:SPY), iShares MSCI Italy Index ETF (EWI), iShares Germany ETF (EWG), 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.

Sep 29, 2013

Markets Are Underpricing The Risk Of A Slowdown In China

"In my view, the markets are underpricing the risk of a slowdown in China. We expect this year the growth in China would be 7.4%, whereas the consensus is above 8 percent." - in Economic Times

Related ETFs: iShares MSCI Emerging Markets (ETF) (EEM), iShares FTSE/Xinhua China 25 Index (ETF) (NYSE: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.

Sep 27, 2013

Industrial Metals Like Copper Are Going To Do Much Worse In Relative Terms

"Certainly, demand for oil, energy, water and food is going to increase in the emerging markets, thanks to a growing population and increasing per capita income. Therefore, those commodities that are related more to the consumption growth in China and emerging market, in relative terms, might be the better placed - like oil - as transportation needs would sustain demand. However, industrial metals like copper, in less resource-intensive emerging markets, are going to do much worse in relative terms." - in Economic Times 

Related ETFs: iShares MSCI Emerging Markets (ETF) (EEM), iShares FTSE/Xinhua China 25 Index (ETF) (NYSE:FXI), WisdomTree India Earnings Fund ETF (EPI), Market Vectors Russia ETF (RSX)

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.

Sep 26, 2013

The Commodity Super Cycle Is Probably Over

"There are a number of factors as to why the commodity super cycle is probably over. First of all, China is slowing down. Their growth rate might be as low as 6 or 7 percent. Additionally, we have a slow recovery in advanced economies and since there the monetary policy is going to be tightened, however, gradual. The Fed eventually is going to start tapering, would eventually go away from zero policy rates and that increase in short and long rates is going to soften commodity prices as well. The dollar is going to strengthen over time because economic growth in the US is going to outperform the one in other advanced economies. The Fed is going to exit faster than other central banks." - in Economic Times

Related stocks & ETFs: SPDR Gold Trust (ETF) (GLD), iShares Silver ETF (SLV), United States Oil Fund ETF (USO), Ternium S.A. (ADR)(NYSE:TX), ArcelorMittal (ADR)(NYSE:MT), Gerdau SA (ADR)(NYSE:GGB), Vale SA (ADR)(NYSE:VALE), Conoco Phillips (COP), Newmont Mining (NEM), Barrick Gold (ABX), Goldcorp (GG)

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.

Sep 25, 2013

Higher Interest Rates Will Be A Negative For Commodities Prices

“You probably want to be underweight in bonds, and overweight in equities, mainly in the United States. Higher interest rates will be a negative for commodities prices.” - speaking at Index Universe’s Inside Commodities 

Related ETFs: SPDR Gold Trust ETF (GLD), SPDR S&P 500 ETF (NYSE:SPY), iShares MSCI Emerging Markets ETF (EEM), iShares MSCI Brazil Index ETF (NYSE: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.

Sep 23, 2013

Advanced Economies: Inflation Is Not going to Be A Problem For The Next 2 Or 3 Years

"Those worried about inflation worry about all the money printing leading to that inflation. Inflation in advanced economies is going to be the least of problems developed economies will face in the next two or three years." - in CNBC

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 U.S. Dollar Is Likely To Become Stronger

"The dollar is likely to become stronger rather than weaker. The thing about the U.S. compared to other advanced economies...the fundamentals for the U.S. are much better." - in CNBC

Related: EUR/USD, SPDR Gold Trust (ETF) (GLD)

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.

Yellen: A Notch More Dovish That Other Members Of The Board

"She might be a notch more dovish that other members of the board, but under Bernanke, the Fed became a collegial democracy. It will be a consensus-driven Fed." - in an interview after his speech at IndexUniverse's Inside Commodities conference in New York 

Related: S&P 500 Index, Dow Jones Industrials, Nasdaq 100 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.

The Federal Reserve Has Realized That The Economy Was Weak

"It's clear that the Fed has realized that the economy was weak." - in Investment News

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.