Global Issues
Industry
Having held a positive short-term view on markets throughout January, we are now turning cautious. Following strong gains since the start of the year, many markets look overextended and ripe for consolidation. We are neutral and would have to see a break above key levels of resistance before resuming a bullish short-term stance. Looking further ahead, we do not rule out a resumption...
2012-01-23Industry
BMI View: Favourable weather, coupled with a larger area planted, form the basis of our forecast for another strong year of rice output in 2011/12.We forecast rice production to grow...
2012-01-23Industry
BMI View: In our December oil price outlook we highlighted two factors that dominated the oil market during the course of 2011. Firstly, repeated production outages coupled with the...
2012-01-20Analysis On Fixed Income, Fx & Equity Markets
Having held a positive short-term view on markets throughout January, we are now turning cautious. Following strong gains since the start of the year, many markets look overextended...
2012-01-23BMI View: Favourable weather, coupled with a larger area planted, form the basis of our forecast for another strong year of rice output in 2011/12.We forecast rice production to grow...
2012-01-23BMI View: In our December oil price outlook we highlighted two factors that dominated the oil market during the course of 2011. Firstly, repeated production outages coupled with the...
2012-01-20Iran
Tensions across the Middle East are once again rising, following repeated claims by the Iranian regime that they will seek to close the Strait of Hormuz in retaliation for the latest...
2012-01-09With Latin America undergoing perhaps the severest economic downturn in recent memory in 2009, the 'ability to pay' qualifications have taken a severe beating, with the median 'ability...
2009-11-12Q2 was a much happier quarter for global markets - if not necessarily for global growth - and our Sovereign Risk Ratings (SRR) board for the Middle East and North Africa is looking...
2009-08-21BMI's proprietary sovereign risk rating index, which we are launching today, has been more than a year in development, during which time, as readers will be well aware, we have frequently...
2006-03-10United States
The US dollar may soon test the all-time low of US$1.6018/EUR versus the euro, propelled by a weak domestic economic outlook and diverging interest rate expectations with the eurozone....
2008-05-22United States
Since our January 4 article Dollar Feels The Heat, the greenback has succumbed to further weakness against the euro, as predicted. The European currency has gathered upward momentum...
2006-01-25Japan
The currency had already priced in a Koizumi victory, meaning that post-election gains were very limited. In addition, the US dollar has rebounded as fears about Hurricane Katrina...
2005-10-06United States
The euro has fallen from resistance at US$1.2600/EUR over the past month and broken through key support in the US$1.2200/EUR region, as the market focuses on growth and interest rate...
2005-10-04
