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.

 

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With Halloween around the corner, we ask BMI’s Global Economic Strategist, Tim Cooper, if the latest Q3 GDP reading in the US is a ‘Trick’ or a ‘Treat’. For now, markets appear to be thinking the latter.

 

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BMI’s Justin Patrie cautions against premature excitement following the release of Q2 GDP data for several CEE and eurozone economies. Nevertheless, differentiation will remain key and the usual suspects (i.e. Turkey and Poland) continue to stand out as the ideal relative value play.

 

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BMI chief commodity analyst Cedric Chehab discusses his outlook on soft commodities, and how the techincal and fundamental pictures align for a bullish outlook on sugar.

 

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BMI Global Economist, Tim Cooper, shares his views on what the latest slowdown in job losses means for the US economy and financial markets.

 

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There’s been some talk (again) lately that ‘decoupling’ is taking place – that is, emerging economies are growing or recovering despite the ongoing recession in the developed states. An article in today’s Financial Times shows what I mean. I am skeptical. Lest you forget, decoupling was all the rage in 2007, when the Western world… [Read more]