All Citi group publications can be downloaded from Citi's Velocity website, if you can access this (restricted) website.
- "Managing
the Financial Risks of Climate Change." With Benjamin Nabarro. Global
Perspectives & Solutions Citi GPS Insight, 2 October 2019.
- "Extending
the Expansion - Fiscal Easing With Balanced Budgets." With Pernille B.
Henneberg, Oren Klachkin and Catherine L. Mann. Citi. Citi Research,
Economics, Global, 5 August 2019.
- "A Key Role
for Gold and the Monetary Economics of Fed Nominee Judy Shelton." With
Catherine L. Mann and Igor Cesarec. Citi. Citi Research, Economics,
Developed Markets North America, 2 August 2019.
- "Plaza
Accord or Currency Wars Playbook?" With Catherine L Mann. Citi GPS, Global Perspectives and Solutions—Opinion, 11 July 2019.
- "Italian Bills of Treasury - Maxi Trouble for the Eurosystem?" With Giada
Giani. Citi. Citi Research, Economics, Western Europe Economics View, 1
July 2019.
- "Shifting
Political Risks and a Global Soft Landing." With Tina
Fordham. Citi GPS, Global Perspectives and Solutions, May 6, 2019.
- "MMT:
What's Right is Not New, What's New is Not Right, and What's Left is
too Simplistic." With Catherine L. Mann. Citi. Citi Research,
Economics, Americas, Global Economics View, 8 April 2019.
- "The Neutral Real Interest Rate is Going Nowhere." Citi. Citi Research,
Economics, United States Economics & Strategy View, 19 March 2019.
- "Should the
Fed Change the Way it Pursues Price Stability?" Citi. Citi Research,
Economics, United States Economics & Strategy View, 18 March 2019.
- "Sovereign Risk: Italy v. US." With Dana Peterson. Citi. Citi Research, Economics, Global Economics View, 19 December 2018.
- "The Public Sector Balance Sheet
Approach of the IMF: What’s New and Why it Matters." Citi. Citi Research, Economics, Global Economics View, 5 November 2018.
- "The Future of the
Eurozone: Saving the Eurosystem from Itself." Citi. Citi Research, Deep
Dive, Economics, Global Economics View, 2 July 2018.
- "The Vollgeld Referendum." Citi. Citi Research, Multi-Asset,
Global, Global Economics View, 8 June 2018.
- "Frequent Flagrant Fallacies and Dodgy Empirics Concerning
International Trade." Citi. Citi Research, Multi-Asset,
Global, Global Economics View, 11 April 2018.
- The Public Wealth of Cities: How to Turn
Around Cities' Fortunes by Unlocking Public Assets.
With Dag Detter, Stefan Folster, Vikram Rai and John B.
Finnigan. Citi GPS: Global Perspectives & Solutions, March
2018.
- "Who Will Be Swimming
Naked When the Cyclical Tide Goes Out? Monetary and Fiscal Policy Space
in Some Advanced Economies." Citi. Citi Research, Multi-Asset,
Global, Global Economics View, 22 February 2018.
- "The Balance Sheets of Central Banks and
the Shortage of Safe Assets.' With Ebrahim Rahbar. Citi. Citi Research, Multi-Asset, Global, Global Economics View, 29 January 2018.
- "Corporate Profit Tax Cuts, Capital Deepening and Real
Wages: Hassett v. Summers - who is right?" Citi. Citi Research,
Multi-Asset, Global, Global Economics View, 22 November 2017,
- "Why does the Fed (or any Central Bank) Wish to Shrink its
Balance Sheet?' With Ebrahim
Rahbari, Kim D. Jensen and Cesar Rojas. Citi Research, Multi-Asset,
Global, Global Economics View, 9 August 2017.
- "Why Do Economists Consistently Over-Predict Inflation?' With
Ebrahim Rahbari, Kim D. Jensen and Cesar Rojas. Citi Research,
Multi-Asset, Global, Global Economics View, 2 August 2017.
- "Solutions
for the Global Water Crisis -
The End of 'Free and Cheap Water," Citi GPS: Global
Perspectives & Solutions, April 2017. One of 11 authors
(+ 6 contributors).
- "Bad
and Good 'Fiscal Theories of the Price Level'." Citi
Research, Multi-Asset, Global Economics View, 17 March 2017.
- "Exchange
Rate Implications of Border Tax Adjustment Neutrality." Citi Research, Multi-Asset, Global, Global Economics View, 22
February 2017.
- "Dysfunctional Central Banking; The End of Independent Central
Banks or a Return to ‘Narrow Central Banking’ – or Both?” Citi Research, Multi-Asset, Global, Global Economics
View,
21 December 2016. Executive Summary. The paper can be downloaded from Citi's restricted Velocity
website.
- "The
End of QE - The Shift Towards Asset Price Targeting and Central Banks
Playing Defence." With Ebrahim Rahbari and Cesar Rojas. Citi Research, Economics, Global Global Economics View, 21 September 2016.
- “Do
Central Banks Worry about Surprising the Markets? Should They?” Citi Research, Economics, Global, Global Economics View, 15
July 2016.
- "Italian Banks: Are We Nearing a Decisive Solution? We Doubt
It." With
Giada Giani, Guillaume Menuet et. al. Citi Research, Economics,
Developed Markets, Western Europe, Italy Economics Flash, 6 July 2016.
- "Who's
Next? EU Political Risks After The Brexit Vote." With Ebrahim Rahbari, Tina
M. Fordham et. al. Citi Research, Economics, Global, Global Economics
View, 2 July 2016.
- "Brexit and the H2 Outlook: Break-Up and
Break-Down." With Ebrahim Rahbari and Cesar Rojas. Citi
Research, Economics, Global, Global Economics View, 30 June 2016.
- "Voters
Back Brexit: Political, Economic and Market Implications." With Tina M.
Fordham et al. Citi Research, Politics, Global, Global
Political Focus, 24 June 2016.
- "How
Many Financial Sector Business Models are Damaged by Low and Negative
Interest Rates?" With Ebrahim Rahbari. Citi Research,
Economics, Global, Global Economics View, 20 June 2016.
- "What to Expect from the IMF-World Bank Spring Meetings." Ebrahim
Rahbari, With Cesar Rojas. Citi Research, Economics, Global, Global
Economics View, 13 April 2016.
- "Is Advanced Economy Low-Flation Fading?" With Ebrahim Rahbari and Cesar Rojas. Citi Research, Economics, Developed Markets,
Global, Global Economics View, 5 April 2016.
- "Rising Risk of a Global Recession."
With Ebrahim Rahbari and Cesar Rojas. Citi Research,
Economics, Global, Global Economics View, 25 February 2016.
- "Negative
Policy Rates - What's Next? Who's Next?" With Ebrahim Rahbari and Cesar Rojas. Citi research, Economics, Global, Global
Economics View, 11 February 2016.
- "BoJ
Action Reinforces Negative Rates Trend And Currency Wars."With
Ebrahim
Rahbari. Citi Research, Economics, Global, Global
Economics Flash, 29 January 2016.
- "Hubris
in Frankfurt?" With Ebrahim Rahbari. Citi
Research,
Economics, Global, Global Economics View, 24 December 2015.
- "Energy
2030: Financing A Greener Future; Financing Green Energy in a Low
Fossil Fuel Price World and Managing Stranded Asset Risk."
As one of 17
Authors, in a supporting role. Citi GPS: Global
Perspectives & Solutions, December 2015,
- "The
Experience With Negative Policy Rates." With
Ebrahim
Rahbari and Michael Saunders. In Citi Research, Economics,
Global, Global Economic Outlook and Strategy, Prospects for Economies
and Financial Markets in 2016 and Beyond, pp. 18–25, 30 November
2015.
- "No
Normal."
With Guillermo Mondino and Ebrahim Rahbari. In Citi Research,
Economics, Global, Global Economic Outlook and Strategy, Prospects for
Economies and Financial Markets in 2016 and Beyond, pp. 4–17, 30
November 2015.
- "Letter
From Lima: Gloom, But No Doom."
With Guillermo Mondino, David Lubin and Ebrahim Rahbari. Citi
Research, Economics, Americas, Global Economics View, 13 October
2015. Citi
Link.
- "What
Is A (Global) Recession?" With Ebrahim Rahbari.
Citi Research, Economics, Global, Global Economics View, 6 October
2015.
- "Refugees,
Migrants and Asylum-Seekers: The Politics of People Flows." With
Tina M. Fordham,Michael Saunders, Ebrahim Rahbari,
Guillaume Menuet, Tiia A Lehto. Citi Research, Politics, Global, Global
Political Insights, 10 September 2015.
- "Is
China Leading the World into Recession?" Citi
Research, Economics, Global, Global Economics View, 8 September
2015.
- "What
Does the Chinese Devaluation Mean For the World?"
With Johanna Chua, Minggao Shen, Guillermo Mondino and
Ebrahim Rahbari. Citi Resarch, Economics, Asia, Global Economics View,
17 August 2015.
- "Poor
Productivity, Poor Data and Plenty of Polarisation."
With Ebrahim Rahbari, Joe Seydl and George Friedlander. Citi
Research, Economics, Global, Global Economics View, 12 August
2015.
- "What
Does the ECB Have To Lose on Greece? (And a Refresher on ELA and
Target2)." With Ebrahim Rahbari and Antonio
Montilla. Citi Research, Economics, EMEA, Global Economics View, 30 July 2015.
- "Why
Greece's Third Bailout Will Probably Fail (Eventually)."
With Guillaume Menuet, Antonio Montilla, Tina M Fordham,
Ebrahim Rahbari, Tiia A Lehto, Michael Saunders and Ann O'Kelly. Citi
Research, Economics, Developed Markets, Western Europe, Euro Economics
Weekly, 17 July 2015.
- "Greece
Meeting Marathon Delivers Fragile Compromise."
With Guillaume Menuet, Ebrahim Rahbari, Tina M Fordham,
Antonio Montilla, Michael Saunders and Tiia A Lehto. Citi Research,
Economics, EMEA, Global Economics View, 13 July 2015.
- "ECB:
Mostly (But Not All) About Greece."With
Guillaume Menuet, Antonio Montilla, Ebrahim Rahbari,
Michael Saunders and Ann O'Kelly. Citi Research, Economics, Developed
Markets, Western Europe, 10 July 2015.
- "A
Bridge to Grexit—Making Grexit our Base Case."
With Ebrahim Rahbari, Guillaume Menuet, Tina M Fordham,
Antonio Montilla, Michael Saunders and Tiia A. Lehto. Citi
Research, Economics, EMEA, Global Economics View, 8 July 2015.
- "It's
Time to Break the Never-ending Cycle of Crises in Greece."
With Ebrahim Rahbari, Tina M Fordham, Guillaume Menuet,
Antonio Montilla, Michael Saunders and Tiia A. Lehto. Citi GPS: Global
Perspectives & Solutions, Opinion, 6 July 2015.
- "Greek
Referendum—Fearing Grexit, Preparing for Grimbo."
With Tina M. Fordham, Guillaume Menuet, Ebrahim Rahbari,
Antonio Montilla, Michael Saunders and Tiia A. Lehto. Citi Research,
Economics, EMEA, Global Economics View, 5 July 2015.
- "What
if Grexit Really Happens."
With Ebrahim Rahbari, Jeremy Hale, Graham Bishop, Guillaume
Menuet, Tina M Fordham, Antonio Montilla and Michael Saunders. Citi
Research, Economics, EMEA, Global Economics and Macro Strategy Focus, 2
July 2015.
- "Greek
Referendum: Scenarios and Implications."
With Ebrahim Rahbari, Guillaume Menuet, Tina M. Fordham,
Antonio Montilla, Michael Saunders and Tiia A. Lehto. Citi Research,
Economics, EMEA, Global Economics View, 2 July 2015.
- "Alert:
Sunday Referendum to Proceed: Can We Read the Greek Vox Populi?"
Tina M. Fordham, With Ebrahim Rahbari, Guillaume Menuet,
Antonio Montilla, Tiia A. Lehto. Citi Research, Politics, Global, Global
Political Insights, 1 July 2015.
- "Higher
Grexit Risk: What Could the Policy Response Be?"
With Ebrahim Rahbari, Guillaume Menuet, Tina M. Fordham,
Antonio Montilla and Michael Saunders. Citi Research, Economics, EMEA,
Global Economics View, 30 June 2015.
- "Greece:
What's Next?" With Tina M. Fordham, Guillaume Menuet, Ebrahim Rahbari, Antonio
Montilla, Michael Saunders and Harvinder Sian. Citi Research, Economcs,
EMEA, Global Economics View, 28 June 2015.
- "Challenging
the Consensus: Alternative Scenarios for Inflation and Cross Asset
Implications."
Graham S Bishop, Jeremy Hale, Michael Saunders amd Ebrahim Rahbari. Citi Research, Multi-Asset, Global Economics and Macro
Strategy Focus. 25 June 2015.
- "Introduction." To Dag Detter
and Stefan
Fölster The Public Wealth of Nations;
Unlocking
the Value of Global Public Assets, Citi GPS: Global Perspectives and Solutions, June 2015.
- "What
next for Greece?"
With Guillaume Menuet, Antonio Montilla, Ebrahim Rahbari, Michael Saunders and Anne Kelly. Citi Research, Economics, Developed
Markets, Western Europe, Euro Economics Weekly, 5 June 2015.
- "Preventing
Secular Stagnation from Bbecoming the 'New Normal': Why the Time of
One-Armed Economic Policy is Gone." With Ebrahim
Rahbari and Joe Seydl. Citi Research, Economics, Global, Global
Economics View, 2 June 2015.
- "It's
Time to Remove the Lower Bound on Interest Rates and Here's the How-To." Citi Research PowerPoint Presentation, May 18,
2015. Presentation given at the 'Removing the Zero Lower
Bound on
Interests Rates Conference, Swiss National Bank, the
Brevan Howard Centre for Financial Analysis at Imperial College London
Business School and the Centre for Economic Policy Research.
London, 18 May 2015.
- "Are
There Any Signs of Reflation?" With Ebrahim
Rahbari
and Joe Seydl. Citi Research, Economics, Global, Global Economics View,
21 May 2015.
- "Greece:
Running Out of Money, Ideas, Time and Patience."
With Ebrahim Rahbari, Guillaume Menuet and Antonio
Montilla. Citi Research, Economics, Developed Markets, EMEA, Global
Economics View, 21 April 2015.
- "High
Time to Get Low: Getting Rid of the Lower Bound On Nominal Interest
Rates." With Ebrahim Rahbari. Citi Resarch,
Economics, Global Economics View, 9 April 2015.
- "The
Euro Area: Monetary Union or System of Currency Boards?"
Citi Research, Economics, Global Economics View, 19 March 2015.
- "Did
the SNB Score anOown goal? Francly, Yes."
Citi
Research, Economics, GEMS, Global Economics View, 16 January 2015.
- "2015
- Drifting
Into Secular Stagnation?" With Guillermo Mondino. Citi Research, Economics, Global, Global Economics and Strategy, 1
December 2014.
- "Why
is
Globalisation Stalling?"
With Ebrahim Rahbari and Joseph Seydl. Citi Research,
Economics, Global, Global Economics and Strategy, 1 December 2014.
- "Gold:
a six
thousand year-old bubble revisited." Citi
Research, Economics, Global, Global Economics View, 26 November 2014.
- "Stumbling
Towards Banking Union." With Ebrahim Rahbari and
Antonio Montilla. Citi Research,
Economics, Global, Global
Economics View, 21 October 2014.
- "Our
Fed Call:
Fed Poised For On-Time Or Early Liftoff?" With William
Lee. Citi Research, Multi-Asset, North America, US Economics: Market
and Policy Comments, 15 August 2014.
- "Fed
Creates
Maginot Line to Defend Against Financial Stability." With William Lee, Michael Anderson and Joe Seydl. Citi Research,
Economics, North America, U.S. Economics Market and Policy Comments, 25
July 2014.
- "The
Long-Run
Decline in Advanced-Economy Investment." With
Ebrahim
Rahbari and
Joe Seydl. Citi Research, Economics, Developed Markets, Global, Global
Economics View, 11 June
2014.
- "Taking
It To The
Streets: What the New Vox Populi Risk Means for Politics, the Economy
and Markets." With Tina M. Fordham, Matthew P. Dabrowski,
Robert Buckland and Edward L. Morse. Citi GPS: Global Perspectives
& Solutions, May 2014.
- "How
Could
The
EM Turmoil Afffect The Advanced Economies." With
Ebrahim Rahbari, Antonio Montilla and Joe Seydl. Citi Research,
Economics, Global, Global
Economics View, 17 March 2014.
- "Alert:
Ukraine-Russian Tensions to Continue Following Crimea Referendum, With
Sanctions & Security Concerns Likely to Dominate."
With Tina M.
Fordham, Edward L. Morse, Seth M. Kleinman, Anthony
Yuen and Matthew P. Dabrowski. Citi Research, Multi-Asset, Global,
Global Political Insights, 14 March 2014.
- "Alert:
No
Military Confrontation, Modest Sanctions - But Risks Remain: Ukraine,
Russia and the New Geopolitical Normal." With Tina M. Fordham and Matthew P. Dabrowski. Citi Research, Politics Global, Global
Political Insights, 6 March 2014.
- "Escalation
of
Ukraine-Russia Crisis
Increases Global Risk." With Tina M.
Fordham and Matthew P. Dabrowski. Citi Research, Politics,
Global, Global Political Insights, 3 March 2104.
- "Secular
Stagnation: Only If We Really Ask For It." With
Ebrahim Rahbari and Joe Seydl. Citi Research, Economics, Global, Global
Economics View, 13 January 2014.
- "Will
Banking Union
Save EMU?" With Ebrahim Rahbari. Citi Resarch,
Global Economic Outlook and Strategy, 2 December 2013.
- "Overview
-
Marginal Revolution." With Guillermo
Mondino and
Nathan Sheets. Citi Research, Global Economic Outlook and Strategy, 2
December 2013.
- "What
to Expect from
Abenomics: Four Arrows to Target Four Challenges." With Ebrahim Rahbari. Citi GPS:
Global
Perspectives & Solutions, October 2013.
- "Forward
Guidance:
More than Old Wine in New Bottles and Cheap Talk?" Citi
Research,
Economics, Global Economics View, 25 September 2013.
- "The
Euro Area
Crises Are by No Means Over." With Ebrahim Rahbari. Citi Research, Economics,
Global,
Global Economics View, 11 June
2013.
- "Europe:
The light
at the end of the tunnel is still two or three years away."
Citi GPS
(Global Perspectives and Solutions), Opinion Articles, 10 May 2013.
- "Cyprus
is
Systemically Important: It Changed the Rules of the Game."
With Ebrahim Rahbari, Giada Giani and Juergen Michels. Citi Research, Economics, Global, Global Economics View, 10 April 2013.
- "Little
Credit
Where Credit is Due: Weakness of Credit Growth and Domestic Demand to
Continue in Most Advanced Economies." With Ebrahim Rahbar and Antonio Montilla. Citi Research, Economics, Global, Global
Economics View, 27 March 2013.
- "The
Euro Area
RecoveryStarts with Cyprus." With Ebrahim
Rahbari,
Juergen Michels, Giada Giani and Guillaume Menuet. Citi Research,
Economics, Global, Global Economics View, 18 March 2013.
- "More
Expansionary
Monetary Policy Weakens the Currency: Get Used to It." With Ebrahim Rahbari. Citi Resarch, Economics, Global, Global
Economics View, 15 February 2013.
- "New
and Old Risks
in the Euro Area." With Ebrahim Rahbari. Citi Resarch, Economics, Global, Global Economics View, 6 February 2013.
- "Debt
of Nations:
Mr. Micawber’s Vindication: Causes and Consequences of Excessive Debt."
With Ebrahim Rahbari. Citi GPS, Global Perspectives
& Solutions, November 2012.
- "Target2
Redux: The Simple Accountancy and Slightly More Complex Economics of
Bundesbank Loss Exposure through the Eurosystem." Citi
Research,
Economics, Europe, Global
Economics View, 16 October 2012.
- "Three
Bits of
Good News and One Piece of Bad News for the Euro Area." Citi
Research, Economics, Europe, Global Economics View, 24 September 2012.
- "Three
Unintended
Consequences of Banking Union." Citi Research, Economics,
Europe,
Global Economics View, August 2, 2012.
- "Did
Summit Avoid
Nadir?,' With Ebrahim Rahbari, Juergen Michels and Guillaume
Menuet. Citi Research, Economics, Europe, Global Economics
View,
2 July 2012.
- "What's
Next for
Spain and Italy?" With Ebrahim Rahbari. Citi Resarch, Global
Economics View, 25 June 2012.
- "Race
to Save the
Euro Would Follow 'Grexit'." Citi GPS: Global Perspectives
&
Solutions | Opinion, 22 June 2012.
- "Greek
Elections,
Tale II: Euro Vision or Drachma Nation?' With Tina Fordham
and
Ebrahim Rahbari. Citi Resarch, Global Political Insights, 15 June 2012.
- "The
New
Euro Zone Political Geometry: What Economic and Market Implications?,' With Tina M. Fordham and Jonathan Stubbs. Citi Research,
Global
Political
Insights, 14 May 2012.
- "'Grexit'
Back in
the Spotlight,' With Ebrahim Rahbari, Citi Economics, Global
Economics, Global Economics Flash, 10 May 2012.
- "What
More Can
Central Banks Do to Stimulate the Economy?' With Ebrahim
Rahbari,
Citi Economics, Global Economics, Global Economics View, 9 May 2012.
- "Spain:
Prospects
and Risks." Citi Economics, Global Economics, Global
Economics
View, 28 March 2012.
- "Looking
into the
deep pockets of the ECB,' With Ebrahim Rahbari, Citi Economics, Global Economics View, 27 February 2012.
- "Why
Does the ECB
not Put Its Mouth where its Money is? The ECB as Lender of Last Resort
for Euro Area Sovereigns and Banks." With Ebrahim Rahbari. Citi
Economics, Global
Economics, Global Economics View, 27 February 2012.
- "Is
the Eurozone
At Risk of Turning Into The Rouble Zone?" With Ebrahim
Rahbari,
Citi Economics, Global Economic Outlook and Strategy, 22 February 2012,
pp. 6–11.
- "Is
the Eurozone
at Risk of Turning into the Rouble Zone?" Citi Economics, Global Economics View, 13 February 2012.
- "Rising
Risks
of Greek Euro Area Exit." With Ebrahim Rahbari, Citi Economics, Global Economics View,
6 February 2012.
- "What
Happens if the Euro Collapses?" Citi
GPS: Global Perspectives & Solutions, 8 December 2011.
- "Will
the
December 9th Deal Be Enough?" Citi Economics, Global Economics View, 5 December 2011.
- "EMU
Crisis
Outlook: Lender of Last Resort on the Way." With Ebrahim
Rahbari,
Juergen Michels and Guillaume Menuet. Citi Economics, Global Economics View, 28 November 2011.
- "Greek
Spanner in Euro Works." With a long list of co-authors. Citi
Macro
Analysis, Equities, 1
November 2011.
- "Why
we Should not
Panic if Deep Greek Sovereign Debt Restructuring Triggers CDS." With Ebrahim Rahbari. Citi Economics, Global Economics View, 26 October
2011.
- "Can
Sovereign
Debt Insurance by the EFSF be the 'Big Bazooka' that Saves the Euro?" With Ebrahim Rahbari. Citi Economics, Global Economics View, 18 October 2011.
- "Trade
Transformed: The Emerging New Corridors of Trade Power,' With
Ebrahim Rahbari. Citi GPS: Global
Perspectives & Solutions, 18 October 2011.
- "Euro
Area:
Still Too Early For A 'Grand Plan',' With Juergen Michels,
Giada
Giani and Ebrahim Rahbari. Citi
Economics, Europe, 28
September 2011.
- "A
Greek
Exit from the Euro Area: A Disaster for Greece, a Crisis for the
World." Citi Economics, Global Economics View, 13 September 2011.
- "The
Future of the Euro Area: Fiscal Union, Break-up or Blundering Ttowards a
'You Break it You Own it Europe." With Ebrahim Rahbari. Citi Economics, Global Economics View,
9 September 2011.
- "Europe:
Fear and Panic Make Poor Counsellors." Citi Economics, Global Economics View, 12 August 2011.
- "Poles
Apart: Sticking Plaster Policymaking is the Most Likely Scenario in a
Polarized World." With Tina Fordham. Citi Global Research,
Global
Political Insights, 10 August 2011.
- "The
ABC
of
the US Triple-A Downgrade and of Others to Come." Citi Economics, Global Economics View, 9 August 2011.
- "Why
Spain and
Italy are Under Attack and How to Defend Them." Citi Economics, Global Economics View, 3 August 2011.
- "Navigating
the US
Fiscal Swamp: Even if We Don't Fall in, It may not be Pretty." With
Ebrahim Rahbari. Citi Economics, Global Economics View, 28 July 2011.
- "Essay:
Water as Seen by an Economist." Citi
Global Thematic Investing Research, Global Themes Strategy,
Thirsty Cities–Urbanisation to Drive Water Demand, 20 July 2011.
- "Buying
Time for the Euro: A Proposal." With Juergen Michels, Ebrahim
Rahbari and Giada Giani. Citi Economics, Global Economics View, 20 July 2011.
- "TARGETing
the Wrong Villain: A Reply." With Ebrahim Rahbari and Juergen
Michels. Citi Economics, Global Economics View, 5 July 2011.
- "Trade
Transformed - Following the Rise of EM Trade until 2050,' With
Ebrahim Rahbari. Citi Economics,
Global Economic Outlook and Strategy, Global Economics Essay, 22
June 2011.
- "TARGETing
the Wrong Villain: Target2 and Intra-Eurosystem Imbalances in Credit
Flows." Citi Economics, Global Economics View, 9 June 2011.
- "Accountability
of the Bank of England." Citi Economics, Global Economics View, 1 June 2011.
- "The
‘Strong Dollar’ Policy of the US: Alice-in-Wonderland
Semantics vs. Economic Reality." (long version) With Ebrahim
Rahbari. Citi Economics, Global Economics View, 26 May 2011.
- "Chief
Economist Essay — The ‘Strong Dollar’ Policy of the
US." (short version) With Ebrahim Rahbari. Citi Economics,
Global
Economic Outlook
and Strategy,
25 May 2011.
- "Global
Growth
Generators: Moving Beyond Emerging Markets and BRIC." With
Ebrahim Rahbari. Citi Economics, Global Economics View,
21 February
2011.
- "ELA
Revisited: A Clarification." With Ebrahim Rahbari and Juergen Michels. Citi Economics, Global Economics View, 11 February 2011.
- "ELA:
An Emperor Without Clothes?" With Ebrahim Rahbari and
Juergen
Michels. Citi Economics, Global Economics View, 21
January 2011.
- "The
Debt of Nations." With Ebrahim Rahbari, Juergen Michels and
Giada
Giani. Citi Economics, Global Economics View, 7 January
2011.
- Citigroup Chief Economist Essay: "Sovereign
Debt
Crisis Update." With Ebrahim Rahbari. Citi
Economics, Global
Economic Outlook and Strategy, 29 November 2010.
- "The
Great
Deflation: Lessons from Japan for the World." With Kiichi
Murashima
and Ebrahim Rahbari. Citi Economics, Global Economics View ,
11
November 2010.
- "Japan:
Is There
an Exit From the Great Ddeflation." (short version), with
Kiichi
Murashima and Ebrahim Rahbari. Citi Economics, Global Economics View,, 28 October 2010.
- "Is
Sovereign
Default 'Unnecessary, Undesirable and Unlikely' for all Advanced
Economies?" (short version), with Ebrahim Rahbari. Citi
Economics, Global Economic Outlook and Strategy, 22 Sept.
2010.
- "Is
Sovereign Default 'Unnecessary, Undesirable and Unlikely' for all
Advanced Economies?" (long version), with Ebrahim Rahbari. Citi Economics, Global Economics View , 16 September 2010.
- "Games
of Chicken
Between the Monetary and Fiscal authority: Who Will Control the Deep
Pockets of the Central Bank?" (long version) Citi Economics, Global Economics View , 21 July
2010.
- "Games
of Chicken
Between the Monetary and Fiscal authority: Who Will Control the Deep
Pockets of the Central Bank?" (short version) Citi Economics, Global Economics View , 21 July 2010.
- "Sovereign
Liquidity
Facility: Transfer Europe or Bank Recapitalisation Fund? What is the
EFSF Meant to Be?" Citi Economics, Global Economics View,
23 June 2010.
- "Can
the European Stabilisation Mechanism Save the Monetary Union?"
(long version), Citi Economics, Global Economics View ,
20 May
2010.
- "Can
the European
Stabilisation Mechanism Save the Monetary Union?" (short
version), Citi Economics, Global Economics View , 19 May 2010.
- "Greek
Sovereign
Debt Restructuring Delayed but not Avoided for Long." Citi
Economics, Global Economics Flash, 5 May 2010.
- "Sovereign
Debt Problems in Advanced Industrial Countries." Citi Economics, Global Economics View , 26 April. 2010.
- "Prospects
for Household Consumption Ggrowth in China." With Minggao
Shen, Citi Economics, Global Economics View , 21 April 2010.
- Citigroup Chief Economist Essay: "Is
China Blowing Bubbles." With Minggao Shen. Global
Economics
Focus, 24 March 2010.
- "Don't
Raise the
Inflation Target, Remove the Zero Bound on Nominal Interest Rates
Instead." Citi Economics, Global Macro View,
5 March 2010.
- Citigroup Chief Economist Essay: "Getting the Global Recovery
Right: Fiscal Balances, Fiscal Incentives
and Key Relative Prices." Citi Economics, Global
Economic
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