Fri Dec 10, 2010 16:09 GMT |
As my colleagues and I muse on our top themes for 2011, following on from our successful top ten themes for 2010, one view taking shape is that developed state equity markets will outperform their emerging market counterparts next year. Though I continue to see gains for many emerging market bourses in 2011 (BMI retains… [Read more]
Tags: DAX, developed markets, emerging markets, Equities, Germany, Japan, Nikkei, S&P 500, stocks, US
Posted in: Equities, Eurozone, Financials, General, US
Fri Aug 20, 2010 15:35 GMT |
On this week’s Business Monitor Podcast, we examine the disconnect in the US between positive microeconomic signals coming out of second quarter corporate earnings reports and consistently dismal macroeconomic data releases. BMI’s Head of Country Risk and Financial Markets Justin Patrie is joined by Global Economic Strategist Tim Cooper to discuss what accounts for this… [Read more]
Macro Micro Disconnect In The US [12:06m]:
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Tags: Corporate Earnings, Equities, Fixed Income, Initial Jobless Claims, macroeconomic outlook, Philadelphia Federal Reserve Business Confidence Surver, real GDP growth, S&P 500, stocks, treasuries
Posted in: Equities, Financials, General, Podcast