by Nouriel Roubini | Jan 28, 2025 | Opinion
In my modest opinion the DeepSeek surprise/shock is – counterintuitively – over time bullish for US and global stocks as it is another positive global aggregate supply shock that increases US/global potential growth and makes exponential AI even more...
by Nouriel Roubini | Dec 31, 2024 | Project Syndicate
Given the economic, financial, and political constraints that Donald Trump is likely to face if he pursues his most radical and ill-advised economic policy proposals, the near-term outlook for the US economy heading into 2025 is relatively benign. Overall, the good...
by Nouriel Roubini | Nov 1, 2024 | Project Syndicate
Regardless of whether one agrees with Israeli political and military leaders’ assessment of the threat posed by Iran, a further escalation of the conflict between the two countries is now highly likely. Policymakers and financial risk managers may be hoping for...
by Nouriel Roubini | Oct 14, 2024 | Project Syndicate
Although some of Kamala Harris’s policy proposals remain vague, there is little question that her fiscal, trade, climate, immigration, currency, and China policies would be quite different from her opponent’s. Donald Trump’s agenda is much more likely to cause...
by Nouriel Roubini and and Stephen Miran | Aug 20, 2024 | Project Syndicate
The US Treasury’s debt-issuance polices have become a powerful form of policy easing. By shortening its issuance profile to reduce long-term interest rates, the Treasury has delivered economic stimulus equivalent to a one-point cut to the Fed’s policy rate, impeding...
Recent Comments