The ‘epic crisis’ scenario which we outlined in a recent podcast appears to be in full swing. With much riding on the decisions policymakers make in the very near term, Business Monitor’s Chief Economic Strategist Tim Cooper and Head of Europe Country Risk & Financial Markets Mark Schaltuper believe that the probability of a Greek… [Read more]
Time is fast running out for German Chancellor Angela Merkel to display a greater sense of leadership in the ongoing eurozone debt crisis. My colleagues and I believe that market reactions will grow increasingly violent unless decisive steps are taken to fast-track fiscal integration and strengthen existing bailout facilities. But we also note the growing… [Read more]
On this week’s Business Monitor Podcast, Head of Country Risk & Financial Markets Justin Patrie, Chief Economist Tim Cooper and Head of Asia Analysis Stuart Allsop discuss the global strategic outlook. The market sell-off catalysed by the German ban on naked short selling has reinforced BMI’s core views including deflation over inflation, a slowdown in… [Read more]
With the centre-right taking control in Germany and polls suggesting the same for the UK in 2010, we ask David Snowdon, Global Economic Strategist at BMI, to examine the potential policy repercussions for Western Europe and beyond. While the centre-left has lost ground electorally, David suggests that this may not necessarily herald a major ideological… [Read more]
Germany’s general elections on Sunday produced a victory for the Christian Democratic Union (CDU), which now looks set to form a coalition with the centre-right Free Democrats (FDP). The two parties would have a parliamentary majority of 42. This will bring to an end four years of the ‘Grand Coalition’ between the CDU and the… [Read more]
