文本描述
《2011年全球经济展望专题研究报告(全英文版)》(2627页).rar
Contents
GLOBAL
Forecast summary 3
Our view on 2011 in a nutshell 4
Global Outlook 2011: A rocky road of recovery 6
One year on: a 2010 forecast post-mortem 5
QE: Back to basics, again 7
GEMaRI: Brave new world 8
Global imbalances: Putting the basic macro identity to work 10
Global politics outlook 2011 12
NORTH AMERICA
US Outlook 2011: Debt hangover limits recovery 13
Household deleveraging 14
The output gap 16
The new fiscal debate 17
Fed policy in the crosshairs 19
US Economic Outlook: Firmer turf on the recovery road 20
Canada Economic Outlook: In need of a push from the neighbours 21
EURO AREA
Euro Area Outlook 2011: A slippery road lies ahead 22
Turning now to credit 23
House price prospects 24
Are the periphery countries solvent? 26
Liquidity withdrawal: When the time is right 28
Euro Area Economic Outlook: Breaking up is hard to do 29
European Countries Economic Outlook: Germany, France, Netherlands 30
European Countries Economic Outlook: Italy, Spain, Switzerland 31
Scandinavian Economic Outlook: Norway, Denmark, Sweden 32
Periphery Europe Economic Outlook: Greece, Portugal, Ireland 33
UNITED KINGDOM
UK Outlook 2011: Rebalancing the books 34
Counting the cost of fiscal consolidation 35
Permanent impairment in productive potential 36
UK Economic Outlook: Gale-force rebalancing 38
JAPAN
Japan Outlook 2011: Export-led recovery on the horizon 39
Underlying growth in consumer spending 40
The BOJ's risk tolerance 42
Japan's deflation and the output gap 43
Japan Economic Outlook: Emerging from the soft patch 45