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Friday, February 27, 2015

Emerging Economies at Risk of Rising Inflation


Fed has increased the pace of its QE tapering, structural reforms are not likely until after elections; and incumbent governments have been similarly wary of the growth-depressing effects of tightening fiscal, monetary, and credit policies.

Indeed, the failure of many emerging-market governments to tighten macroeconomic policy sufficiently has led to another round of currency depreciation, which risks feeding into higher inflation and jeopardizing these countries ability to finance twin fiscal and external deficits. Chinese growth is unlikely to accelerate and lift commodity prices;






 Nouriel Roubini is an American professor of Economics at New York University`s Stern School of Business and chairman of RGE Roubini Global Economics

Wednesday, February 25, 2015

Roubini Warning : Emerging Economies at Risk of Rising Inflation


Fed has increased the pace of its QE tapering, structural reforms are not likely until after elections; and incumbent governments have been similarly wary of the growth-depressing effects of tightening fiscal, monetary, and credit policies.

Indeed, the failure of many emerging-market governments to tighten macroeconomic policy sufficiently has led to another round of currency depreciation, which risks feeding into higher inflation and jeopardizing these countries ability to finance twin fiscal and external deficits. Chinese growth is unlikely to accelerate and lift commodity prices





 Nouriel Roubini is an American professor of Economics at New York University`s Stern School of Business and chairman of RGE Roubini Global Economics

Q&A with Sheryl King, Roubini Senior Research Director

 Senior Research Director Sheryl King discusses our views on the oil shock and the challenges facing central banks.





 Nouriel Roubini is an American professor of Economics at New York University`s Stern School of Business and chairman of RGE Roubini Global Economics

Tuesday, February 24, 2015

US Banks Are Even Bigger To Fail


"Five years after Lehman's collapse US banks are even-bigger-to-fail given consolidation: J.P. Morgan taking over Bear Stearns, Bank of America taking Countrywide & Merrill Lynch, Wells Fargo taking Wachovia." - in Twitter

Related stocks: Bank of America (BAC), J.P. Morgan (JPM), Wells Fargo (WFC)





 Nouriel Roubini is an American professor of Economics at New York University`s Stern School of Business and chairman of RGE Roubini Global Economics

Monday, February 23, 2015

This is Why Karl Marx Was Right



The problem is not new. Karl Marx oversold socialism, but he was right in claiming that globalization, unfettered financial capitalism, and redistribution of income and wealth from labor to capital could lead capitalism to self-destruct. As he argued, unregulated capitalism can lead to regular bouts of over-capacity, under-consumption, and the recurrence of destructive financial crises, fueled by credit bubbles and asset-price booms and busts.



 Nouriel Roubini is an American professor of Economics at New York University`s Stern School of Business and chairman of RGE Roubini Global Economics
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