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.
Digital Assets
Research and analysis on fintech trends, with a focus on the adoption of digital assets across both public and private sectors. Key areas include stablecoins, tokenization strategies, and the geopolitical implications of nation-state digital currencies.
Disruptive Ideas
Papers offering bold, thought-provoking perspectives that challenge prevailing assumptions and conventional wisdom. This series explores emerging concepts, underexamined trends, and alternative frameworks with the potential to reshape policy, markets, or global dynamics.
Macro Picture
In-depth assessments of major economic, political, and financial developments, using our proprietary heuristic framework to uncover underlying patterns, interpret complex dynamics, and anticipate broader implications for global systems.
Market Views
Analysis of market dynamics and asset allocation strategies informed by our macroeconomic, geopolitical, and policy perspectives. This research translates high-level insights into actionable views across asset classes, regions, and investment horizons.
Monetary Affairs
Our analysis of global central bank policies, decisions, and communications, with a focus on their impact on inflation, interest rates, liquidity conditions, and broader financial stability. This research decodes the strategic thinking of monetary authorities and assesses implications for markets and the global economy.
Policy Compass
Timely analysis of evolving global policy developments—spanning fiscal, regulatory, trade, and climate domains—with regularly updated insights that track the direction of policymaking and its implications for economies, markets, and global governance.
Travel Notes
Analytical field reports from our research journeys around the world, offering nuanced perspectives on domestic and international affairs. These dispatches blend local insights, expert interviews, and contextual analysis to uncover the political, economic, and social undercurrents shaping each region.
Search Publications
Banking Crisis Foregrounds The Conflict Between Price Stability And Financial Stability
Preview: In a Finely Balanced Decision, We Expect The BoE To Raise Rates In March, Financial Instability Permitting
Review: ECB Increases Rates and Confirms to Be Data Dependent, But Reiterates That “There’s More Ground To Cover”
ECB Preview Update: Uncertainty On ECB Decision Increases
Preview: ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
The Collapse of SVB Marks The Return of Financial Stability Concerns
The UK-EU Windsor Framework: A New Deal for Northern Ireland
The Munich Security Conference and Wang Yi’s European Tour: End of An Era and a Revival of Sino-European Relations?
To Be Or Not To Be (In a Recession)? That Is The Question
Syria’s Post-Earthquake Diplomatic Standing In The Gulf
After One Year, The War in Ukraine Still Rages On, With No End In Sight
Chinese Balloon in US Airspace: A Diplomatic Crisis and Escalation of US-China Relations?
