On this week’s Business Monitor Podcast we assess the outlook for global treasury markets. 2010 has thus far been a gangbusters year for treasuries and the implications for interest rate and inflation expectations has heavily reinforced our core macroeconomic outlook for a major downturn in global demand growth. Key questions addressed in the podcast include: [Read more...]

 

 Global Treasury Markets: How Low Can Yields Go? [19:14m]
Play Now | Play in Popup | Download

On Friday, August 6, Business Monitor International’s Head of Research Terry Alexander guest hosted Closing Bell Europe. Key points of discussion included the latest Eurozone GDP releases and asset class strategies amid a rallying bond market.

On this week’s Business Monitor Podcast, we continue our theme of ‘top emerging market picks’ with a focus on Latin America. BMI’s Head of Country Risk and Financial Markets Justin Patrie discusses the region with Head of Latin America Analysis Richard Hamilton and Latin America Analyst Martha Stickings. Specific countries discussed include Colombia, Brazil, Panama [Read more...]

 

 Standard Podcast [13:31m]
Play Now | Play in Popup | Download

On this week’s podcast, we return our attention to emerging markets, highlighting opportunities beyond the BRICs in EMEA- Europe, Middle East and Africa. Business Monitor’s Head of Country Risk and Financial Markets Justin Patrie, discusses the outlook for Egypt, Ghana and Turkey with Mark Schaltuper, Head of Europe Analysis, Liz Martins, Head of Middle East [Read more...]

 

 Standard Podcast [14:35m]
Play Now | Play in Popup | Download

Data from the second quarter has reinforced our long-held core outlook for a downturn in US growth in H210 and 2011. On this week’s Business Monitor Podcast, BMI’s Head of Country Risk and Financial Markets Justin Patrie and Global Economic Strategist Tim Cooper, revisit their views on the shape of the US recovery and the [Read more...]

 

 Standard Podcast [15:16m]
Play Now | Play in Popup | Download

The euro continued to rally in today’s trading and is beginning to approach key technical resistance around the US$1.2750/EUR area. Though on the daily chart the unit is beginning to look increasingly overbought, the technical pattern points towards further upside for the euro, and I would not rule out a push to US$1.30/EUR.

The technicals and fundamentals are starting to align for a major correction in global markets. Terry Alexander, Head of Global Research at Business Monitor, joins Mark Schaltuper to discuss some of the key views on the markets.

 

 Standard Podcast [11:17m]
Play Now | Play in Popup | Download