Posts Tagged ‘2s10s’
Wed Aug 25, 2010 14:25 GMT |
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
Mon Aug 16, 2010 16:55 GMT |
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.
Tags: 2s10s, asset class strategy, Bonds, CNBC, Equities, Eurozone, flattener, FX, Germany, growth, treasuries
Posted in: Asia, China, Commodities, Currencies, Emerging Europe, Equities, Eurozone, Financials, General, Geopolitics, Inflation/Deflation, Political Risk, UK, US
Fri Jul 16, 2010 13:53 GMT |
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