JP 摩根大通：全球数据监察(包含美国次级按揭影响)

JPMorgan Chase Bank, New York Global Data Watch

92页 1.16M March 9, 2007

Contents
Economic Research notes
Global inventory adjustment is running
its course 9
Understanding the common evolution of
global inflation 11
Gauging macro impacts of US subprime
mortgage problems 13
Another solid year ahead for Euro
area growth 17
UK interest rate passthrough to
households revisited 19
Australia’s election could trigger major
policy change 23
Ghana: cause for celebration 25
Selected recent research from JPMorgan
Economics 4
Global Economic Outlook Summary 5
Global Central Bank Watch 6
The JPMorgan View: Markets 7
Data Watches
United States 29
Euro area 37
Japan 43
Canada 47
Mexico 49
Brazil 51
Argentina 53
Andeans 55
United Kingdom 57
Switzerland 59
Russia 61
Turkey 63
South Africa 65
Australia and New Zealand 67
China, Hong Kong, and Taiwan 71
Korea 75
ASEAN 77
Regional Data Calendars 84