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

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Total US liabilities are large…Debt/GDP3.53.02.52.01.51.00.50.0Q11962 Q11972 Q11982 Q11992 Q12002 Q12012Consumer+ Government+ Non-financial business + Financial sector = Total domesticSource: Datastream, Federal Reserve, <strong>Barclays</strong> Research14
… but household net worth is strongly positiveX GDP5.04.54.03.53.02.52.01.51.00.50.0Q11962 Q11972 Q11982 Q11992 Q12002 Q12012Debt Financial assets Tangible assets Net worthSource: Factset, <strong>Barclays</strong> Wealth Strategy15
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 10 and 11: Selected manufacturing surveys2Stan
Page 12 and 13: US consumer spending: life after 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

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

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