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193034.pdf
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| Global Weekly Economic Monitor | |
| When push comes to shove | |
| With credit stresses mounting, we expect continued strong actions by US policymakers. | |
GLOBAL LETTER | |
| Profusion of confusion | |
Financial markets seem to have gotten terribly complicated - or have they? | |
UNITED STATES | |
| When push comes to shove | |
Expect policy makers to respond aggressively to signs of further distress. | |
EUROPE | |
| Materialising risks | |
With growth set to slow more sharply, we see the ECB cutting to 3¼% by year-end. | |
JAPAN | |
| Trying times | |
The first half of this year could prove to be a watershed for the economy. | |
ASIA EX-JAPAN | |
| Forecast revisions: Growth down, inflation up | |
We expect central banks to focus more on slowing growth than rising inflation. | |
EMERGING MARKETS | |
| Out of energy | |
Recent fast growth plus poor regulation make for vulnerability to external shocks. | |
COMMODITIES | |
| Contango calling | |
Approaching heavy refinery maintenance and softening fundamentals suggest so. | |
| For analyst certifications and important disclosures, please refer to the documents contained within this email. |
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