Data from the second quarter has reinforced our long-held core outlook for a downturn in US growth in H210 and 2011. On this week’s Business Monitor Podcast, BMI’s Head of Country Risk and Financial Markets Justin Patrie and Global Economic Strategist Tim Cooper, revisit their views on the shape of the US recovery and the… [Read more]
On a nonfarm payrolls day, and with equities looking awful on a long-term basis but well oversold on a short-term basis, Risk Watchdog is looking to the bond market for medium-term clues. Yields in the US and Germany have come down significantly over recent weeks, particularly at the long end. The immediate reason for this… [Read more]
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]
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… [Read more]
