Wed Dec 8, 2010 17:50 GMT |
With 2010 fast winding to a close, BMI’s Head of Country Risk & Financial Markets Justin Patrie and Global Economic Strategist review the macro, market and political risk dynamics of the year. Specifically, we revisit the ’10 Themes for 2010‘ we set out at the end of 2009, assessing those predictions against actual developments. Key… [Read more]
Standard Podcast [14:21m]:
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Tags: 10 themes, Commodities, Eurozone, Global Strategy, macroeconomics, Markets, Podcast, QE2
Posted in: Asia, China, Commodities, Currencies, Equities, Eurozone, Financials, General, Inflation/Deflation, Podcast, Political Risk, US
Thu May 20, 2010 14:47 GMT |
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]
Standard Podcast [15:10m]:
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Tags: Angela Merkel, australia, China, deflation, devaluation, Double Dip, Equities, Eurozone, FX, Global Strategy, inflation, interest rates, Naked Short Selling, Property Bubble, Renminbi, Revaluation, treasuries, Yields
Posted in: Asia, China, Commodities, Currencies, Emerging Europe, Equities, Eurozone, Financials, General, Inflation/Deflation, Podcast, US