Rosa Roubini Associates’ Post

In their latest Rosa Roubini Associates podcast, Prof. Brunello Rosa and Manas C. discuss why the #US #Presidential race will remain heated until the very last minute.   Watch it here: https://lnkd.in/dYi6Zg9P

Our latest publication "Flames of Division: Analysing the 2024 #UK Riots" by Sarah Ghotme is on Rosa Roubini Associates. In this paper, we discuss: 1. Background analysis and likely causes of the riots; 2. The relevance of #Brexit and #immigration as potential causes; 3. The impact of the #economic and cost of living crisis; and  4. The consequences on domestic# politics. Read it here: https://lnkd.in/dmgk8JH4

Our latest publication "Causes And Implications of Ukrainian Advancements in Kursk" by Marco Lucchin is on Rosa Roubini Associates. In this paper, we discuss: 1. The change in #Ukrainian strategy; 2. The impact this may have on the war. 3. The wider diplomatic impact of Ukrainian move; 4. The global strategic implications, given the ongoing party conventions in the #US; and 5. The long-term #military and #economic implications. Read it here: https://lnkd.in/dhRuFuHW

The content of our weekly ViewsLetter "Making Sense of this World" is available on Rosa Roubini Associates' website. In his column, titled “The #US Presidential Race Enters Its Heated Final Stage”, Prof. Brunello Rosa reviews and discusses:   1. The upcoming #Democratic National Convention (#DNC) to be held in Chicago this week; 2. The 1968 DNC, and the six similarities between now and then; 3. The two big differences between the 1968 convention and now, which involve political violence; 4. How this campaign has already been full of surprises; 5. Why it would be good if it returned to more normal standards; and 6. Why we believe it will remain a heated campaign until the very last day. Read it here: https://lnkd.in/dHv6f6Z

In their latest Rosa Roubini Associates podcast, Prof. Brunello Rosa and Manas C. discuss why the recent #market rout masks a healthy repricing of valuations. Watch it here: https://lnkd.in/dcEfhAnT

The content of our weekly ViewsLetter "Making Sense of this World" is available on Rosa Roubini Associates' website. In his column, titled “A Global Market Rout Masks a Healthy Repricing”, Prof. Brunello Rosa reviews and discusses:   1. The massive moves that have shaken global #markets last week; 2. The four reasons behind the rout; 3. First: #US #recession fears, driven by a rise of the US unemployment rate, which has triggered the so-called Sahm rule; 4. Second: the disappointing earnings season for US #tech companies; 5. Third: the pivot in major central banks’ policy stances, with #ECB and #BOE cutting rates; #Fed prepared to cut rates; and #BoJ hiking rates; 6. Fourth: rising #geopolitical concerns in the middle East; 7. Why this market shake off represents a healthy repricing of valuations after major adjustments to fundamentals. Read it here: https://lnkd.in/dHv6f6Z

Our latest publication "An Unprecedented Terrorist Attack in #Oman" by Gulf State Analytics is on Rosa Roubini Associates. In this paper, we discuss: 1. The July 15th terrorist attack in #Muscat and why it was so surprising; 2. Why the attack suggests that #ISIS might be seeking to wage violence in countries and regions that were previously not on its radar; and 3. The reasons why some analysts speculate this attack may have been planned in #Iraq and/or #Yemen. Read it here: https://lnkd.in/d8Fgrmyy

The content of our weekly ViewsLetter "Making Sense of this World" is available on Rosa Roubini Associates' website. In his column, titled “The world’s Major Central Banks Are at a Turning Point”, Prof. Brunello Rosa reviews and discusses:   1. The announcements and decisions made by the Fed, ECB, BoE and BoJ over the last couple of weeks; 2. Why the #Fed left its policy unchanged in July but is ready to start cutting rates in September; 3. How the #ECB left its rates unchanged in July but is “wide open” to cut them again in September; 4. The #BoE’s decision to start cutting rates in August; 5. The #BoJ’s decision to increase rates in July and its announcement of the QT parameters; and 6. Why the #G4 central banks decided to put their houses in order before the summer break. Read it here: https://lnkd.in/dHv6f6Z

In their latest Rosa Roubini Associates podcast, Prof. Brunello Rosa and Manas C. discuss why the #US #elections are at a crossroads after the recent events. Watch it here: https://lnkd.in/dDnviqp9

Our latest publication "Review: Bank of England Cuts Rates, With a Razor-Thin Majority" by Prof. Brunello Rosa and Nato Balavadze is on Rosa Roubini Associates. In this paper, we discuss: 1. The #BoE's assessment of the #UK economy; 2. What the BOE did in August and could do in coming months; 3. The changes to its #growth and #inflation outlook; 4. The #market implications of the above. Read it here: https://lnkd.in/dRwF7e_q