发帖
雷达卡
日期：2011/7/22
共45頁
Barclays Research 0722.pdf
(689.76 KB, 需要: 2 个论坛币)
前言
It’s still all about politics, but…
1. Political events in the US and euro area keep dominating price action across asset
markets, with fundamental economic developments remaining backstage.
2. The discussions on the US debt ceiling are not likely to lead to an imminent
solution, while S&P suggested that a downgrade of the US could occur soon.
3. Thursday’s EU summit announced steps in the right direction to address
concerns about the euro area debt crisis in the short run but not medium run.
4. Incoming activity data from China and the Euro area suggest an ongoing
deceleration in growth, while economic data in the US and Japan held up better.
目錄
Global Forecasts 2
Global Synthesis 3
Global Rates and Inflation 5
Global Markets Watch 6
United States
Outlook 7
Data Preview & Review 9
Euro Area
Outlook 11
Data Preview & Review 13
United Kingdom
Outlook 15
Data Preview & Review 17
Japan
Outlook 18
InFocus: Rebasing to leave core CPI hovering
around zero 20
Data Preview & Review 23
Emerging Asia
China Outlook 24
Asia Outlook 26
Infocus: India – RBI: No option but to hike
and sound hawkish 28
Data Preview & Review 30
EMEA
Outlook 31
Data Preview & Review 33
Latin America
Outlook 35
Data Preview & Review 37
Country Snapshots 39
Global Weekly Calendar 45
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