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]
Recent developments in global markets have largely reaffirmed BMI’s pre-existing key views on the eurozone (it looks bad), deflation and inflation (it’s deflation), and the outlook for growth in the second half of 2010 (our expectation for a slowdown is looking better and better). Mark Schaltuper is joined by Tim Cooper, BMI’s Chief Economist, to… [Read more]
There is no question that China’s economy is booming, with growth spiking to 11.9% in the first quarter. The world’s largest country (by population) appears to have swept off the global recession with aplomb and many an analyst are counting on Chinese demand to drive a new global growth cycle. But is this growth sustainable… [Read more]
The bounce is on in the United States, with real GDP growth forecast to surge to 2.8% in 2010. And yet, the spike in headline growth will not translate into much better job conditions nor re-inflation of prices in the crucial real estate market. On this week’s podcast, Business Monitor Chief Economist Tim Cooper discusses… [Read more]
On this week’s podcast, we interview Business Monitor Chief Economist Tim Cooper, who gives his analysis on the global outlook for 2010. Highlighted themes include relative performance of emerging markets versus developed economies, the inflation outlook, potential for ‘double dips’ in the US and China, asset allocation strategies and the risks to recovery.
