Entries for the ‘Eurozone’ Category

German Growth: Don’t Believe In Miracles

Looking at recent economic data and leading indicators, such as the Ifo Business Climate Index, I get the impression that the economic recovery of Europe’s largest economy knows no bounds. Indeed, after posting its fastest economic growth rate since re-unification (at 2.2%), my colleagues at Business Monitor International have upgraded their real GDP growth forecast [Read more...]

Global Treasury Markets: How Low Can Yields Go?

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...]

 
icon for podpress  Global Treasury Markets: How Low Can Yields Go? [19:14m]
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German Growth And The Bond Outlook (CNBC Clips)

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.

European Bank Stress Tests: No Panacea

On this week’s businesss monitor podcast, we assess the state of the European banking sector on the back of the EU-wide stress test results released on July 23. BMI’s Head of Country Risk and Financial Markets Justin Patrie, along with Head of Europe Analysis Mark Schaltuper and Europe Analyst Chris Graham, dissect the methodology of [Read more...]

 
icon for podpress  Standard Podcast [20:37m]
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European Bank Stress Tests A Fizzle

That the long awaited results from the EU bank stress tests (released late on July 23) failed to move the markets substantially should come as little surprise. For the stress test results to cause a major re-pricing of assets in the short run, one of two scenarios would have had to take place. On the [Read more...]

US Outlook: Downturn Or Double Dip?

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...]

 
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Spain: Banking Sector Woes

The last few weeks have certainly been good to the Spanish on the football pitch and the tennis court. But as the sporting hangover begins to wear off, all eyes will return to the ailing economy. Unlike Greece, Spain has not come to the forefront of investor concerns in recent months because of its sovereign [Read more...]


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