Europe Country Risk Views

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Bailout Number Three On The Horizon

BMI View: The Greek government will likely seek to negotiate a third financial bailout once the current programme expires in 2014. Although this may be relatively straightforward to secure,...

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The Global Impact Of US Syria Strike

US airstrikes against Syria would have consequences beyond the Middle East. Despite their opposition, Russia and China may see some unexpected benefits, while North Korea will be nervous.

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Global Commodities Strategy

The Q313 rally in industrial metal prices has limited room to run and we think the time to re-enter a bearish industrial metals view in our strategy table is approaching. This is underpinned by our...

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Central Bank Gamble Won't Pay Off

Although the Central Bank of Turkey has indicated its rate hiking cycle has come to an end, it has not done enough to restore confidence in its monetary policy and stabilise the lira. With under...

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Political Risks To Banking Sector

While the recovery in economic activity we have been calling for in H213 is becoming increasingly visible, we maintain our neutral outlook towards Poland's banking sector. The deterioration in Poland...

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