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

More documents

Recommendations

Info

8• Risk #2: the business cycle
The global economy can muddle through too• Ex-euro, growth feels disappointing – particularly in Asia• Customer No.1 and monetary policy will prevent a stall• There can be life after debt for US households…• … and Asia (and Europe) will benefit• Nominal interest rates will stay low through 2013• Negative real rates reflect fear – but will foster greed9
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 10 and 11: Selected manufacturing surveys2Stan
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

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

Create successful ePaper yourself

Delete template?

Save as template?