Posts Tagged ‘US economic weakness’

On The Ground In Mexico: Validating Key Concerns

Wed Nov 18, 2009 17:09 UTC  | 2 Comments

Cautious appears to be the best way to describe sentiment among Mexico City’s executives and bureaucrats at present, or at least that was the feeling Risk Watchdog came away with after spending a week on the ground there. This is not surprising, given the severity of the blow to Mexico’s economy from the recent downturn. [Read more...]

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Posted in: Commodities, Financials, Latin America, Political Risk 2 Comments

Commodity Bubble Forming

Mon Jul 7, 2008 15:20 UTC  | Leave a Comment

The timing, as ever, is a little tricky, but at some point during the second half of the year, commodity markets are going to turn lower, and when they do, the move is going to be hard and fast. At the moment, though, the bubble is still forming.

Our view of the world starts with our [Read more...]

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Posted in: Commodities, Equities, General Leave a Comment

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