On this week’s podcast, Business Monitor Chief Economist Tim Cooper, Head of Europe Analysis Justin Patrie and Senior Europe Analyst Bruce Jeffery discuss European investment strategy on the back of the Greek fiscal crisis and news of an EU support package for Athens. In addition to providing analysis on the most recent market developments in [Read more...]
We are now seeing the first major effects of the ratification of the Lisbon Treaty. National governments have finally decided on the appointments for the new roles of president of the European Council and High Representative for Foreign Affairs and Security Policy. Both are going to be filled by politicians, who, to put it charitably, [Read more...]
As the Latvian government proposes a bill to change mortgage regulation to ease the debt burden on households, Bruce Jeffery argues that the country may be one step closer to eventual devaluation of the currency peg.
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...]
With public unrest and ethnic tensions rising, we look at the role the economy has played in fostering political risk around the world, from China’s Xinjiang province to Central America on the eve of a military coup in Honduras. BMI’s Europe, Asia and Latin America analysts all agree, political risk will remain a force to [Read more...]
The sharp spike in Latvian interbank lending rates and the sovereign’s credit default protection premium gave a taste of what awaits the country in case of a devaluation, after key economic advisors to the authorities contemplated such a scenario. Justin Patrie discusses the immediate economic implications of a Latvian currency devaluation and what the impact [Read more...]
Three days ago I stressed that the dissolution of Latvia’s four-party coalition government was looking more and more likely. Today, President Valdis Zatlers announced that he has accepted the resignation of the prime minister and his administration. With the economy in turmoil and now lacking a government, Latvia’s ailments are only surpassed by defunct state [Read more...]
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