On this week’s Podcast, BMI’s Spain analyst Chris Graham answers all the key questions concerning the stability and outlook for the Spanish economy. These include: Why is Spain so important for the European outlook? What are the risks of a Spanish banking sector collapse? What has been done to support the banking sector? To what… [Read more]
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]
Ireland’s decision to apply for a bailout from the European Union has not helped defend the euro or calm treasury markets elsewhere in the periphery. On this week’s Business Monitor Podcast, BMI’s Head of Country Risk & Financial Markets talks with Global Economic Strategist Tim Cooper and Head of Europe Analysis Mark Schaltuper about the… [Read more]
On the back of the US Federal Reserve’s decision to purchase US$600bn in treasury assets through the second quarter of 2011, we assess the implications for the US economy and global financial markets. Business Monitor’s Head of Country Risk & Financial Markets Justin Patrie speaks with Global Economic Strategist Tim Cooper.
US President Barack Obama’s decision to replace General Stanley McChrystal as commander in Afghanistan raises the question of how the war effort there is likely to proceed under new commander General David Petraeus. BMI’s Tim Cooper talks to Yoel Sano, Head of Political Risk, about the future of Afghanistan.
The outlook for the eurozone is looking steadily worse. Key European economies have thus far failed to capitalise on the bounce in headline growth seen in the US and emerging markets. Concomitantly, a brewing sovereign crisis in Greece has highlighted serious problems of overleverage in Portugal, Spain and Italy. On this week’s podcast, Business Monitor… [Read more]
On this week’s Business Monitor Podcast, we take a look back at 2009 to give our assessment on what has been an unprecedented year for capital markets and the global economy. Justin Patrie, Head of Europe Analysis, is joined by Terry Alexander, Head of Country Risk Analysis, and Yoel Sano, Head of Political Risk Analysis,… [Read more]
