Fri Jul 29, 2011 11:35 GMT |
The imminent release of Q2 2011 US GDP figures on the afternoon (13:30 London time) of Friday July 29 and the stalemate over the federal debt ceiling ahead of the August 2 deadline will shape the near-term direction for markets. We see a good chance of a US credit rating downgrade by at least one… [Read more]
Tags: Currencies, debt ceiling, Q2 GDP, US dollar
Posted in: Currencies, General, US
Wed Aug 19, 2009 17:07 GMT |
BMI’s Justin Patrie cautions against premature excitement following the release of Q2 GDP data for several CEE and eurozone economies. Nevertheless, differentiation will remain key and the usual suspects (i.e. Turkey and Poland) continue to stand out as the ideal relative value play.
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Tags: Baltic States, Bulgaria, CEE, currency regimes, Czech Republic, Equities, Eurozone, financial markets, France, FX, Germany, Poland, Q2 GDP, recession, recovery, Slovakia, trough, Turkey
Posted in: Emerging Europe, Equities, Eurozone, Financials, General, Podcast