Posts Tagged ‘interest rates’
Thu Jun 3, 2010 17:11 BST |
Facing a double-whammy of a credit-fuelled housing bubble and a slowdown in Chinese economic activity, the outlook for Australia’s economy is turning increasingly precarious. While consensus continues to point towards further monetary tightening by the Reserve Bank of Australia, Business Monitor’s Head of Asia analysis, Stuart Allsopp, believes that further interest rate hikes are unlikely. [Read more...]

Standard Podcast [12:13m]
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Tags: AUD, aussie dollar, australia, China, China slowdown, commodity exports, double-dip recession, housing bubble, interest rates, monetary easing, monetary policy, monetary tightening, Property Bubble, Reserve Bank of Australia
Posted in: Asia, Commodities, Financials, General, Inflation/Deflation, Podcast
Thu May 20, 2010 14:47 BST |
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
Fri May 7, 2010 15:51 BST |
On May 6, a day when the Dow had at one point dropped by a record 1,000 points, when German 2-year bond yields dropped 10bps to a record low 0.46% and when the spread of the 10-year Greek over German bond yields spiked to a record high 850bps, the Governing Council of the European Central [Read more...]
Tags: Crisis Response, ECB, euro, Eurozone, Greece, interest rates, Jean-Claude Trichet, monetary policy, Quote, Stability and Growth Pact
Posted in: Currencies, Emerging Europe, Equities, Eurozone, Financials, General, Inflation/Deflation
Tue Apr 20, 2010 16:51 BST |
New property market cooling measures announced by China’s State Council on April 15 seek to curb speculative demand for real estate by raising down payment requirements and mortgage rates, while giving local government officials the responsibility for failing to stabilise property prices. If the measures work, which I think they might, then property prices in [Read more...]
Tags: Bubble, China, Housing, interest rates, local governments, Property, Real Estate, tightening
Posted in: Asia, China, Financials, General
Thu Mar 11, 2010 16:59 GMT |
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...]
Tags: BCB, Brazil, COPOM, DI, economic growth, GDP, inflation, interest rates, monetary policy, monetary tightening, Rate Hike, Selic Rate
Posted in: General, Inflation/Deflation, Latin America
Wed Mar 3, 2010 17:23 GMT |
With bad news out of Greece and other southern eurozone states casting a long shadow over much of Europe in recent months, finding relative value has become more difficult. Certainly, equities and currencies do not offer the same buying opportunities that they did during the Q209-Q309 rally.
However, a weak growth outlook on the back of [Read more...]
Tags: Czech Republic, Greece, interest rates, treasuries
Posted in: Emerging Europe, Financials, Inflation/Deflation
Thu Jan 7, 2010 16:11 GMT |
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.

Standard Podcast [11:36m]
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Tags: 2010 Outlook, bond yields, China, deflation, Double Dip, emerging markets, financial markets, inflation, interest rates, US
Posted in: Asia, China, Commodities, Currencies, Equities, Eurozone, Financials, General, Podcast