Capital Points (August 1, 2008)

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

 
Capital Points
Friday, August 1, 2008
Karen Cordes, Carlos Gomes, Derek Holt, Steve Malyon, Erik Nilsson, Roger Quick, Mary Webb

Please see attached: Capital Points (August 1, 2008).

Capital Points (August 1st, 2008).
Friday, August 1st, 2008
Karen Cordes, Carlos Gomes, Derek Holt, Stephen Malyon, Erik Nilsson, Roger Quick, Sacha Tihanyi, Mary Webb

Please find this week's edition of Capital Points attached to this email. This issue includes the following:

* Our focus piece this week argues that it's early days for credit problems to fan out across the globe and across more products. While Canada is not immune to such developments, it is nonetheless better positioned to weather spreading credit woes in a manner that retains a comparative advantage on credit conditions.

* A preview of the upcoming week's data releases for the Canadian and U.S. economies is also provided.
* We argue that Canadian monetary policy is facing more dovish emerging conditions not only via disappointing growth figures, but also through evidence that July CPI numbers are likely to see lower headline CPI pressures alongside still muted core inflation.

* Mary Webb discusses her ongoing concerns about U.S. fiscal policy which is evolving in line with her long held views.

* Carlos Gomes explores problems with U.S. auto leasing markets. We continue to believe that auto financing is facing worse pressures than subprime mortgage follies.

* Roger Quick discusses recent liquidity measures announced by the Fed, and how they signal that the Fed is unlikely to be raising rates this year. We continue to argue that further cuts are in the cards late year and into 2009.

* Erik Nilsson evaluates evidence that U.K. housing markets are deteriorating at a quickening pace such that ultimately, one out of seven mortgagees could wind up in a negative equity position.

* Stephen Malyon and Sacha Tihanyi argue that China's yuan appreciation will be more restrained for the rest of 2008.

Have a wonderful weekend,

Derek, Karen and Mary

232960.pdf (436.51 KB, 需要: 1 个论坛币)

2008-8-2 20:32:00 上传

Capital Points (August 1, 2008)
需要: 1 个论坛币  [购买]

[此贴子已经被作者于2008-8-2 20:43:42编辑过]

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：Capital Points AUGUST capita Point Capital Points AUGUST

以下是引用jaywoo在2008-8-2 20:33:00的发言：

[此贴子已经被作者于2008-8-2 20:38:40编辑过]