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Barclays Capital:GLOBAL OUTLOOK--NOTHING MORE THAN A PAUSE SEP2010
Barclays Capital
PDF:95pages
OVERVIEW..........................................................................................................................................4
Nothing more than a pause
ASSET ALLOCATION.........................................................................................................................9
Tug of war into year-end
ECONOMIC OUTLOOK.....................................................................................................................19
More tortoise, less hare
COMMODITY MARKETS OUTLOOK..............................................................................................33
Changing gears
FOREIGN EXCHANGE OUTLOOK ...................................................................................................41
Small is still beautiful
INTEREST RATES OUTLOOK...........................................................................................................46
All eyes on the US and the Fed, once again
CREDIT MARKET OUTLOOK...........................................................................................................59
Steady grind into year-end
EQUITY MARKET OUTLOOK...........................................................................................................68
Relative valuations cheap, but cheap enough?
EMERGING MARKETS OUTLOOK...................................................................................................83
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