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RGE MARKET STRATEGY

November 2010 Cross Asset Monthly:
Are Those Who Make History Condemned to Repeat It?
Summary
| Big Picture | Commodities | Currencies
Fixed Income | Emerging Markets | Credit
Equity | Financial Institutions

Emerging Markets Quarterly: A Tale of Two Worlds


RGE ECONOMIC RESEARCH
September 2010 UPDATE
Global Outlook
Table of Contents | Global | Macro Forecast Table
BERJAYA
BERJAYA
BERJAYA BERJAYA BERJAYA

Economic Research

RGE Analysis

Client Event: Discussion with the IMF on Latin American Economies

With the IMF and RGE Analysts Nov 2, 2010

RGE Analysis

U.S. Economic Growth: Mediocre and Even Closer to Stall Speed

By Nouriel Roubini, Christian Menegatti and Prajakta Bhide Oct 29, 2010

Europe Focus

German Labor Market Miracle; Polish Fiscal Worries; UK Growth

RGE's Europe Analyst Team Oct 29, 2010

RGE Analysis

U.S. Fiscal Policy: A Train Wreck Down the Line?

By Nouriel Roubini Oct 29, 2010

LatAm Focus

Brazil’s Central Bank Remains Dovish; Political Uncertainty in Argentina

Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Oct 29, 2010

RGE Analysis

Chile’s Central Bank Expected to Continue Tightening

By Bertrand Delgado and Juan Lorenzo Maldonado Oct 29, 2010

RGE Analysis

Germany: Explaining the Labor Market Miracle

By Katharina Jungen Oct 29, 2010

RGE Analysis

UK: Another Upward Surprise for Growth

By Parul Walia Oct 29, 2010

RGE Analysis

Romania: Not a Favored Destination for Capital Flows

By Jelena Vukotic Oct 29, 2010

RGE Analysis

Belgium: Steady as She Goes

By James Mason Oct 29, 2010

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Market Strategy

Cross Asset Monthly

Are Those Who Make History Condemned to Repeat It?

Arnab Das Oct 29, 2010

Cross Asset Monthly

Commodities: Plant, Dig, Drill, Pray

Shelley Goldberg Oct 29, 2010

Cross Asset Monthly

Currencies: Please Sir, I Want Some More

Natalia Gurushina Oct 29, 2010

Cross Asset Monthly

Fixed Income: Lest We Forget the Others

Arun Motianey and Steve Reich Oct 29, 2010

Cross Asset Monthly

Global Equity: Pushing on a String

Gina Sanchez Oct 29, 2010

Cross Asset Monthly

Emerging Markets: We Are All in This Together

Natalia Gurushina Oct 28, 2010

Cross Asset Monthly

Credit: What Is Thy Bidding, Master

David Nowakowski Oct 28, 2010

Cross Asset Monthly

Financial Institutions: No Risk, No Reward

Jennifer Kapila Oct 28, 2010

RGE Strategy View

Conference Call Replay: Asset-Class Implications of QE2

With Nouriel Roubini, Arnab Das and the RGE Strategy Team Oct 26, 2010

RGE Strategy View

Quantum(s) of Solace: A QE2 Scenario Analysis and Assessment of the Limits of Fed Policy

By Prajakta Bhide, Christian Menegatti, Nouriel Roubini, Arnab Das and the RGE Strategy Team Oct 25, 2010

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EconoMonitors

Europe EconoMonitor

Eurozone Unemployment Rate Up in September

Rebecca Wilder Oct 29, 2010

US EconoMonitor

It's Time for America to Break the Addiction

Jeff Tyler Oct 29, 2010

Emerging Markets Monitor

Brazil: What Was Not Discussed

Marcio Garcia Oct 29, 2010

Emerging Markets Monitor

Raising Competitiveness: Recipe for Tapping into the Middle East’s Growth Potential

Masood Ahmed Oct 29, 2010

US EconoMonitor

The Big Lie on Fraudclosure

Barry Ritholtz Oct 29, 2010

Europe EconoMonitor

German Budget Austerity Requirements Divide EU Summit

Edward Harrison Oct 29, 2010

Europe EconoMonitor

Eurozone Worries Rising?

Yves Smith Oct 29, 2010

RGE Analysts' EconoMonitor

Chile’s Industrial Production Lower than Expected

Bertrand Delgado and Juan Lorenzo Maldonado Oct 29, 2010

RGE Analysts' EconoMonitor

RGE 360

RGE Analyst Team Oct 29, 2010

Nouriel Roubini's EconoMonitor

A Presidency Heading for a Fiscal Train Wreck

Nouriel Roubini Oct 29, 2010

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Daily Digest

Analysis

Eastern Europe: Regional Economic Perspectives

European Bank for Reconstruction and Development  Oct 29, 2010

News

Euro area unemployment rate at 10.1%

Eurostat  Oct 29, 2010

Analysis

Canadian Economy Grew 0.3% in August

Statistics Canada  Oct 29, 2010

Analysis

Public finances in emerging markets

Credit Agricole  Oct 28, 2010

Analysis

Trends in Lending October 2010

Bank of England  Oct 28, 2010

Analysis

Emerging Asia Vulnerability to Global Quantitative Easing: Sovereign Ratings Reflect Risk Factors

Fitch Ratings  Andrew Colquhoun, Ai Ling Ngiam, Vincent Ho and Art Woo Oct 27, 2010

Opinions

Sailing the Wrong Way with QE2?

NYT  Peter Orszag Oct 27, 2010

Opinions

Investment Outlook: Run Turkey, Run

PIMCO  William H. Gross November 2010

Analysis

Short-term Capital, Streaming and Steaming

Caixin  Andy Xie Oct 27, 2010

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RGE Partner Content

World Bank Economic Premise

Smart Tax Administration

Oct 20, 2010

World Bank Economic Premise

Smart Tax Administration

Oct 20, 2010

World Bank Economic Premise

Developing an African Offshoring Industry The Case of Nigeria

Oct 13, 2010

World Bank Economic Premise

Taxation and Development

Oct 6, 2010

show all