Nouriel Roubini

AI Leading to Secular Boom and Which Potential Risks

The Technologies and Industries of the Future and Their Impact on Growth: AI/ML, semiconductors, robotics and automaton, bio-medical research, quantum computing, defense tech space exploration and exploitation, ag-tech, renewable energy, fusion energy, fin-tech and blockchain, new material science, mobility revolution, new cryptography. Winners and losers within countries and across countries. Which impact on Productivity and Potential Growth.

Impact of AI and Tech Innovation on Jobs and the Labor Markets: New Jobs of the Future or Mass Technological Unemployment

Is US Exceptionalism Over or Enhanced by the US Leadership in the Technologies of the Future?

Global Climate Change Economics: What Feasible Options?

US and Global Macroeconomic Outlook 2025: Goldilocks, or Recession or No Landing?

US Economic Outlook Under Trump: Which Upside or Downside Risks?

Outlook for the Fed, Other Central Banks and Central Bank Independence? Who Will Be the Next Fed Chair and How Dovish His Policies?

Is the US Dollar’s Exorbitant Privilege Over and De-Dollarization a Material Risk?

Will the US Dollar Weaken Over Time and Lose Its Global Reserve Currency Status?

Markets and Asset Prices Ahead: New Equity Market Highs or a Bursting Bubble?

Is AI in a Bubble or Some Frothiness or on the Way to Further Boom as AGI is Ahead of Us?

Economic and Market Impacts of Geopolitical Risks (Middle East including Israel-Iran, Russia-Ukraine, Venezuela, US- China)

Financial and Debt Crises Ahead and Where? Private and Public Debts Surging and the Risk of Fiscal Dominance

Will Large Private and Public Debt be Monetized Leading to Fiscal Dominance and Debasement of Fiat Currencies?

Higher Long Bond Yields as High Debt/Deficits Lead to Higher Financing Costs or Lower Yields as Economic Weakness, Risk-Off and Financial Repression Prevails?

Secular Stagflation Ahead Or Secular Boom?

Megathreats: How to Address them and Resolve Them?

Outlook for Crypto, Blockchain and Digital/Tokenized Assets

Future of Money and Payment Sustems (Domestic and Cross-Border): CBDCs, Stablecoins, Tokenized Deposits or Crypto-Currencies ?

Future of Finance: Traditional Finance Revamped, Fin Tech or Decentralized Finance?

Mother of All Debt Crises Ahead? In Which Countries and Sectors?

Risks of Trade Wars, Deglobalization, Slobalization, De-Risking and De-Coupling

US-China Scenarios: Cooperation, Confrontation/Collision Course or Managed Strategic Competition?

China’s Economic Outlook for 2026: Soft or Hard or Bumpy Landing?

Who Will Win the Race for AI and the Technologies of the Future: US, China or Both?

End of the Rule-Based International Order: Move to Spheres of Influence or Global Rivalries About Global Hegemony Between the US and China?

Which Outlook for EU and Eurozone: Greater Integration or Dis-Integration?

Japan: A Rising or Declining Sun? Economic and Market Outlook

Will India Become an Economic and Geo-Political Superpower?

What is the Future of the BRICS? More Integration or Shambolic Coalition With Divergent Interests?

Risks and Opportunities in Emerging Markets: Asia, Latin America, Middle East, Eastern Europe and Africa

Backlash Against Liberal Democracy and Rise of Populism: Causes and Policy Solutions

Utopian or Dystopian Future for the World as AI and Geopolitical Risks Emerge?

Outlook for oil, energy markets and the Middle East economies