Posts Tagged ‘inflation’

GM Corn-ucopia In Africa

There will be two important growth drivers for this: Biofuels and livestock. As alternative energies become more popular, corn (which is used to create bio-ethanol in the US and some other countries) production will require increases, particularly since some governments (notably South Africa) have already implemented plans for increased bio-fuel content in gasoline.

Another important growth [Read more...]

Global Strategy: Chinese Devaluation Risks, Australian Market Woes, European Crisis Outlook

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...]

 
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Brazil: Strong Q4 GDP To Trigger Rate Action

Brazil’s Q409 real GDP reading came in roughly in line with market expectations, posting a growth rate of 2.0% quarter-on-quarter (q-o-q) seasonally adjusted – its highest reading in two years. Expectations of a robust headline number for Q4 have previously sent the interbank deposit (DI) futures market higher, amid expectations that the Banco Central do [Read more...]

Exit The Dragon: PBoC Begins To Tighten

This week the People’s Bank of China tried to send a clear signal that it is starting to tighten monetary conditions as the economic recovery takes hold. Stuart Allsopp, BMI China analyst, explains the significance of the bank’s  move to raise its 3-month bill financing rate and reserve requirement ratios for the monetary policy outlook [Read more...]

 
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China Tightens Policy: What To Expect

This morning’s global equity market sell-off could have had something to do with the People’s Bank of China (PBOC)’s decision to raise the reserve requirement ratio from 15.5% to 16.0% for large domestic banks and from 13.5% to 14.0% for small banks from January 18. This followed two hikes in central bank bill rates, and [Read more...]

Ten Themes for 2010

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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Global Market Update - The Outlook For Q4 & A Look at Gold

As we enter the fourth quarter, Terry Alexander returns with an outlook on near-term market dynamics, and why we are not yet ready to change our long-held bullish view. Stuart Allsopp joins this podcast to give a little more fundamental insight into what is driving the rally in Gold.

 
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