In Business Monitor Online today, my colleagues and I discuss which countries in Latin America and Africa are most vulnerable to a renewed global slowdown emanating from the US and Europe, and the transmission mechanisms that would affect the two regions. Although the impact of a US-European slowdown on Latin America would be severe, we… [Read more]
Through the second quarter of 2010, many analysts noted a divergence between seemingly positive microeconomic data and a macroeconomic outlook which was flagging a renewed downturn in growth. A seemingly strong recovery in container shipping in particular augured well for global demand and trade. On this week’s Business Monitor Podcast, BMI’s Head of Shipping and… [Read more]
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]
