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Microsoft Word - 08-04-11 - EOTM - Market update.docx
need for more policy tightening; and the mixed track record of low interest rates to sustainability solve structural problems. The cover of the 2011 Outlook (a printing press, out of control) expressed our concern regarding a recovery built upon a stimulus machine. I would contrast this with the cover of
Page: HOUSE_OVERSIGHT_025229 →almost twice the debt load as a percentage of its GDP. Absent a decision by Germany to move to Federalism or a lot more debt monetization by the ECB, the European Monetary Union (as it is currently configured) could be facing its final stretch. Today’s reported move by Italian regulators to seize documents at Moody’s regardin
Page: HOUSE_OVERSIGHT_025229 →m those expressed by other groups of Goldman Sachs. HOUSE_OVERSIGHT_014533 --- PAGE BREAK --- 2017 OUTLOOK Dear Clients, Readers of our previous Outlook publications may recall that this page typically summarizes the key themes of our economic and financial market prospects for the coming year. Howeve
Page: HOUSE_OVERSIGHT_014534 →n Central Bank EM: emerging market EMD: emerging market dollar debt EMLD: emerging market local debt EMEA: Europe, the Middle East and Africa EMU: European Monetary Union EPS: earnings per share ETF: exchange-traded fund FTSE: Financial Times Stock Exchange FX: Foreign Exchange GBP: British pound GDP: gross domest
Page: HOUSE_OVERSIGHT_014614 →On today's financial market developments
almost twice the debt load as a percentage of its GDP. Absent a decision by Germany to move to Federalism or a lot more debt monetization by the ECB, the European Monetary Union (as it is currently configured) could be facing its final stretch. Today’s reported move by Italian regulators to seize documents at Moody’s regardin
Page: HOUSE_OVERSIGHT_025226 →need for more policy tightening; and the mixed track record of low interest rates to sustainability solve structural problems. The cover of the 2011 Outlook (a printing press, out of control) expressed our concern regarding a recovery built upon a stimulus machine. I would contrast this with the cover of
Page: HOUSE_OVERSIGHT_025227 →On today's financial market developments
almost twice the debt load as a percentage of its GDP. Absent a decision by Germany to move to Federalism or a lot more debt monetization by the ECB, the European Monetary Union (as it is currently configured) could be facing its final stretch. Today's reported move by Italian regulators to seize documents at Moody's regardin
Page: HOUSE_OVERSIGHT_031156 →need for more policy tightening; and the mixed track record of low interest rates to sustainability solve structural problems. The cover of the 2011 Outlook (a printing press, out of control) expressed our concern regarding a recovery built upon a stimulus machine. I would contrast this with the cover of
Page: HOUSE_OVERSIGHT_031157 →Entities connected to both Outlook and the European Monetary Union
Michael Cembalest
PERSON
JPMorgan Chase
ORGANIZATION
Bill Clinton
PERSONJ.P. Morgan Securities LLC
ORGANIZATION
John F. Kennedy
PERSON
Bloomberg L.P.
ORGANIZATION
Bundesbank
ORGANIZATION
Angela Merkel
PERSON
Barack Obama
PERSON
George W. Bush
PERSONMartin Weinberg
PERSON
Moody’s
ORGANIZATION
Hungary
LOCATION
Oliver Stone
PERSON
Bridgewater Associates
ORGANIZATIONLeon Black
PERSON
Philippines
LOCATION
Don Quixote
PERSON
Marty Feldstein
PERSON
Cynthia Nixon
PERSON