After a volatile year and a seemingly robust start to 2012, Mark Schaltuper, Head of Europe Country Risk & Financial Markets, asked Business Monitor’s Commodities team what the outlook for commodities is for the remainder of the year. John Davies, Ed Coughlan and Ophelie Buchet share their views on the upside potential for the commodity complex, as well as the significant downside risks which remain.
Global Themes For 2011 – Retrospective
Towards the end of 2010 our global team identified nine key global themes for 2011, ranging from an intensification of the eurozone debt crisis to ‘all eyes on China’. With 2011 now coming to a close, Mark Schaltuper, BMI’s Head of Europe Country Risk is joined by Global Economic Strategist Tim Cooper to see how… [Read more]
The Outlook For Commodity Prices In 2012
Commodity prices have dramatically fallen out of their multi-year uptrends in recent months, as the global macroeconomic environment has deteriorated and risk aversion swept through markets. This week, Edward Coughlan, BMI’s Head of Mining Analysis is joined by John Davies, Head of Commodities Analysis, to discuss the outlook for commodity prices in 2012.
Iran War Risks Rising
The past fortnight has seen increased speculation that Israel could launch air strikes against Iran to prevent it from developing nuclear weapons. With the world economy already facing risks from the eurozone crisis and a possible ‘hard landing’ in China, a war with Iran would be the third big shock to the international system. Yoel… [Read more]
Eurozone: Back In The Danger Zone
The last week saw the eurozone rapidly spiral towards the brink of meltdown, days after it seemed as though a meaningful crisis response was upon us. Although the market response to rumours of a Greek referendum on its second bailout package proved premature, the risk of a ‘disorderly’ default for Greece is at its highest… [Read more]
BMI On The Ground In Nigeria And Ghana
Business Monitor’s Head of Africa Country Risk and Financial Markets Lisa Lewin shares her impressions after a recent trip to Nigeria and Ghana in late October.
On The Ground In Cairo: Near-term Uncertainty To Dominate
A recent trip to Cairo has confirmed many of Business Monitor’s core views on the short and long-term outlook for the Egyptian economy. Key concerns for many investors include the upcoming parliamentary elections, recurring strike activity, in addition to the security situation throughout the country. This week Mark Schaltuper, Head of Europe Country Risk &… [Read more]