Barclays PowerPoint Template Guidelines - For External Use - invest'13

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Selected manufacturing surveys2Standard deviations from trend10-1-2-3-4-5Jan-07 Jan-08 Jan-09 Jan-10 Jan-11 Jan-12China US UK Germany JapanSource: Bloomberg, Datastream, <strong>Barclays</strong> Research10
Consumer share of GDP80%$13 trln$ Trillions$15 trln 1660%40%$7 trln57%71%12820%36%40%China Euro zone USHousehold Consumption as % of GDP (LHS)2011 GDP, current prices, USD trlns (RHS)0Source: Datastream, IMF, <strong>Barclays</strong> Strategy11
Page 2 and 3: Outline• Introduction: questionin
Page 4 and 5: • Risk #1: the euro“One must im
Page 6 and 7: Euro interbank (LHS) & Spanish bond
Page 8 and 9: 8• Risk #2: the business cycle
Page 12 and 13: US consumer spending: life after de
Page 14 and 15: Total US liabilities are large…De
Page 16 and 17: Oil market remains tight…US Dolla
Page 18 and 19: Key Economic ForecastsReal GDP (%)B
Page 20 and 21: Global Treasuries: UnderweightNomin
Page 22 and 23: Dislocated valuations: equity and c
Page 24 and 25: Gold and silver: not always safe ha
Page 26: DisclaimerThis document has been is

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