Posts Tagged ‘Fiscal Stimulus’
Wed Feb 10, 2010 16:24 GMT |
After a rough 2009, Mexico’s economic fundamentals look set for a breather over the next couple of months, as exports, manufacturing and unemployment levels continue to benefit from unprecedented fiscal stimulus north of the border. If the US Federal Reserve opts to keep the monetary floodgates open for a while longer, this could translate into [Read more...]
Tags: Brazil, Brazilian real, CDS, Chile, Chilean peso, Colombia, financial markets, fiscal, Fiscal Stimulus, Latin America, Mexican peso, mexico
Posted in: Latin America
Thu Oct 29, 2009 16:29 GMT |
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.
Standard Podcast [9:35m]
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Tags: bounce, consumer spending, financial markets, Fiscal Stimulus, GDP, Halloween, inventory, jobless claims, monetary policy, Q3, quantitative easing, rally, Real Estate, technical support, unemployment, US, US economy
Posted in: Equities, Financials, General, Inflation/Deflation, Podcast, US
Thu Oct 22, 2009 15:45 BST |
The release of Q3 real GDP data in China reaffirms Business Monitor’s view that the Chinese economy is already in the midst of a very strong recovery. However, Stuart Allsopp from BMI’s Asia team cautions that this does not constitute an end to the country’s economic woes and highlights that deep structural imbalances persist.
Standard Podcast [6:57m]
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Tags: Asia, Banking, China, Commodities, Economy, external demand, final consumption, Fiscal Stimulus, fixed investment, GDP, monetary policy, NPLs, overcapacity, recession, recovery
Posted in: Asia, China, Commodities, General, Inflation/Deflation, Podcast
Thu Sep 17, 2009 17:10 BST |
Terry Alexander is back on the Business Monitor Podcast this week to speak about the recent performance in global equities. Since our very first podcast he has reiterated his bullish stance on stocks, a view which, almost five months later, still remains unshaken. Both the technical and fundamental picture remains conducive of further gains for [Read more...]
Standard Podcast [11:43m]
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Tags: Dow Jones, economic activity, Fiscal Stimulus, global rally, monetary policy, Nikkei, Shanghai Composite Index, stock market, technical analysis, technical resistance, US dollar, US financial stocks
Posted in: Commodities, Currencies, Equities, Financials, General, Inflation/Deflation, Podcast, US
Wed May 6, 2009 13:48 BST |
Matt Mirecki from Business Monitor’s Asia desk discusses the outlook for a ‘double-dip’ economic cycle in China over the next several years.
Standard Podcast [14:04m]
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Tags: banking sector, double-dip recession, Economic Recovery, Fiscal Stimulus, NPLs
Posted in: Asia, China, Emerging Europe, Equities, Financials, Inflation/Deflation, Podcast, Political Risk
