The FT's Big Read on SAFE's exposure to Treasuries and the dollar breaks some new ground by highlighting how China is thinking about the risks associated with its large legacy portfolio of US bonds in the current environment 1/

Although fixed-income investors may pull out of US assets and the dollar, equity investors will remain overweight on US assets, perhaps even doubling down, Nouriel Roubini predicts. bit.ly/42zPu9h

Nouriel Roubini scrive su La Stampa che entro il mid term "I timori di una deriva autocratica negli Stati Uniti si attenueranno". Secondo lui grazie alla crescita generata dalla AI. Mi ricorda Fukuyama e Clinton ma vedremo se avrà ragione la sua fiducia nelle profezie delle grandi

Nouriel Roubini, senior advisor at Hudson Bay Capital, offers his outlook for the US economy and says President Trump will be boxed in by bond vigilantes and deescalate on trade tariffs bloom.bg/3SvGwDW

CHANGE of 2 Algo SIGNALS theboombust.com/sps

In exchange for getting nothing from China, we agreed to remove the gun we had pointed at our own head. We will continue to aim the gun at our own foot, however. Masterful negotiating.

As I predicted in the game of chicken between Trump and Xi it was Trump to blink and chicken out. The tit for tat trade war escalation started by the US would have spiked US inflation, led to massive supply chain disruptions and would have triggered a serious US and global

As I argued correctly: Tech Trumps Tariffs! Tech Trumps Trump Too! Traders Trump Trump! Tech Trumps Treasuries! Traders Trump Treasuries Too! Trump Trumps Trump Too! nourielroubini.com/media/ I have regularly written recently that Tech Trumps Tariffs as the positive impact on

As I argued correctly: Tech Trumps Tariffs! Tech Trumps Trump Too! Traders Trump Trump! Tech Trumps Treasuries! Traders Trump Treasuries Too! Trump Trumps Trump Too! I have regularly written recently that Tech Trumps Tariffs as the positive impact on potential growth of tech

The TACO Trade! On top of my 6 previous TTTT-rump alliterations here is the 7th one as I was the first to point out that - in the game of chicken between Trump and Xi, Powell and the markets - the first one to blink and chicken out 🐔 would be Trump: Traders Trump Trump To The

Market Discipline Will Prevail in the US by Nouriel Roubini Project Syndicate prosyn.org/bSC2CHM Ultimately, either US President Donald Trump will back down from his stagflationary policies to concentrate on pro-growth measures, or financial stress and a recession will cause the

Stan was a friend and mentor to me. In my first year Harvard PhD program I took one of his graduate classes at MIT. We remained in touch since then. Stan was also instrumental to me getting an award - a Cristal Ball 🔮- at an event in Israel. He was generous with his mind, time

Here is below the full text of my new op-ed for the Financial Times Joe Biden’s activist Treasury issuance continues under Donald Trump Despite past criticism by Bessent and Miran, the debt strategy persists for now and is spreading internationally By Nouriel Roubini The rise in

Part 2 of my Financial Times op-ed: Economists have long discussed whether a game of chicken between a loose-budget government and a monetary authority committed to price stability leads to fiscal or monetary policy dominance. But with inflation still higher than target in the US, Japan and

The endless Trump TACO Terror & TALO Tantrum cycle Early after the April 2nd “Own-Goal Day” tariffs I argued that in the game of chicken between Trump, Powell and Xi the one to chicken out would be Trump . That simple point was turned into the now viral TACO (Trump Always

Bad news for Trump that TACO has gone mainstream. In ABC, USA Today, etc. Hated by foes but feared and strong is a viable image for a President. Mocked as TACO isn’t. FDR vs. Jimmy Carter. Julie Kelly 🇺🇸 nymag.com/intelligencer/…