Research
Rosa & Roubini provides value to its clients by independently analysing the drivers of macroeconomic and political developments, and deriving their implications for financial markets.
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How FSCO Reframed Financial Stability in 2025
The U.S “Donroe” Doctrine: Expansion, Consolidation and Retrenchment
Market Outlook 2026: Equities, Bonds, FX and Commodities
Policy Outlook 2026: Fiscal Strain and Monetary Divergence
Iran’s 2025–26 Protest Wave and the Crisis of Governance
2026 Economic Forecast: Global Trends, Regional Divergences
Redefining US Leadership: US Diplomatic Theatre and the Retreat from Multilateralism
Rethinking Bitcoin Valuation: Liquidity, Power Law, and Energy-Based Models
EU Mobilises: New Realities of TransAtlantic Security
Egypt’s Sudan Dilemma in 2026: Backing the State, Containing RSF, and Avoiding a Quagmire
Germany Under Strain: Economy, Rearmament, Politics and Markets
Buying Time for Kyiv: The EU’s Ukraine Loan and the Path to Peace in Ukraine