Entries for the ‘Podcast’ Category
Wed Aug 25, 2010 14:25 BST |
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]
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Tags: 2s10s, Bonds, bund, Colombia, Equities, euro, Fixed Income, flattener, Germany, ireland, Mbono, mexico, treasuries, United States, yield curve
Posted in: Asia, Currencies, Emerging Europe, Equities, Eurozone, Financials, General, Latin America, Podcast, UK, US
Fri Aug 20, 2010 15:35 BST |
On this week’s Business Monitor Podcast, we examine the disconnect in the US between positive microeconomic signals coming out of second quarter corporate earnings reports and consistently dismal macroeconomic data releases. BMI’s Head of Country Risk and Financial Markets Justin Patrie is joined by Global Economic Strategist Tim Cooper to discuss what accounts for this [Read more...]

Macro Micro Disconnect In The US [12:06m]
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Tags: Corporate Earnings, Equities, Fixed Income, Initial Jobless Claims, macroeconomic outlook, Philadelphia Federal Reserve Business Confidence Surver, real GDP growth, S&P 500, stocks, treasuries
Posted in: Equities, Financials, General, Podcast
Fri Aug 13, 2010 15:00 BST |
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]
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Tags: Brazil, Caribbean, Central America, Chile, Colombia, Currencies, Dominican Republic, Equities, Fixed Income, growth, Latin America, mexico, Panama, Peru, peso, real
Posted in: Currencies, Equities, Financials, General, Geopolitics, Latin America, Podcast, infrastructure
Fri Aug 6, 2010 17:00 BST |
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]
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Tags: actionable strategies, Banking, consumer spending, demographics, Egypt, emerging markets, Equities, finance, Ghana, investor outlook, macroeconomic outlook, oil and gas, Opportunities, Political Risk, risks, sectors, Turkey
Posted in: Africa, Currencies, Emerging Europe, Equities, FDI, Financials, General, Geopolitics, Middle East, Podcast, Political Risk, oil and gas
Tue Jul 27, 2010 16:00 BST |
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...]

Standard Podcast [20:37m]
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Tags: banking sector, Cajas, Default, Europe, Germany, Greece, Landesbanken, liquidity, NPLs, Restructuring, sovereign debt, Spain, Stress Test
Posted in: Emerging Europe, Eurozone, Financials, Podcast
Thu Jul 22, 2010 16:12 BST |
Through the second quarter of 2010, many analysts noted a divergence between seemingly positive microeconomic data and a macroeconomic outlook which was flagging a renewed downturn in growth. A seemingly strong recovery in container shipping in particular augured well for global demand and trade. On this week’s Business Monitor Podcast, BMI’s Head of Shipping and [Read more...]

Standard Podcast [9:40m]
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Tags: Asia, China, Container Shipping, demand, downturn, dry bulk, freight transport, Global recovery, ship building, Trade
Posted in: Asia, China, Commodities, General, Podcast, US
Fri Jul 16, 2010 13:53 BST |
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]
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Tags: 2s10s, China, demand, Double Dip, downturn, Equities, Fed, Federal Reserve, Fixed Income, mid-term elections, monetary policy, recession, recovery, treasuries, United States, US dollar
Posted in: Currencies, Equities, Eurozone, Financials, General, Geopolitics, Podcast, Political Risk, US