BMI Research Blog

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Prisoners Of Geography (Book Review)

'Prisoners of Geography' is a very useful new book on global politics. It's a highly accessible introduction to the geopolitics of every region on Earth, including the Arctic Circle. As the title...

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China's Rate Cut Will Not Bolster Economy

The People's Bank of China (PBoC)'s decision to lower interest rates again (by 25bps to 4.35%) on October 23 will do little to support economic growth and will further undermine confidence in the...

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Expect More ECB Easing

The chances of an expansion of eurozone monetary policy by the end of 2015 have increased significantly, with a very dovish ECB press conference on October 22 in which President Mario Draghi hinted...

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Market Implications of Latest Fed Hold

The US Federal Reserve's decision not to hike interest rates on September 17 is bearish for US stocks, in our view. Rate markets are now pricing in only a 45% chance of a hike by December, meaning...

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US Recession Risks Underappreciated

BMI View: Regardless of whether the US Fed hikes interest rates in the near term, extremely easy monetary policy over recent years has already sown the seeds of the next equity market bust, while at...

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