Business Monitor International (BMI) has just published a Special Report examining the economic consequences of Japan’s March 11, 2011, earthquake. The report analyses the following topics: The economic consequences for Japan The impact of the quake on global financial markets The impact on global commodity prices The impact on Japan’s infrastructure sector The impact on… [Read more]

Gold prices have made significant ground in recent trading, prompting a surge of interest in the precious metal. Indeed, speculative interest in gold has risen to a 16-year high in recent days and the technical picture remains encouraging. Spot gold has broken above resistance around the US$990.00/oz level, and crucially, is currently sitting pretty above… [Read more]

At the moment, the view of financial stocks is playing out. Remember the monthly chart we ran recently of AIG, which we said looked ‘awful’. Yesterday the price dropped to below US$24.00, despite the bounce in the Dow Jones index. This is not a good sign, and we continue to see the stock falling to… [Read more]

The timing, as ever, is a little tricky, but at some point during the second half of the year, commodity markets are going to turn lower, and when they do, the move is going to be hard and fast. At the moment, though, the bubble is still forming. Our view of the world starts with… [Read more]