雷曼兄弟公司全球经济周报(2008/2/22)

pdf格式102页 英文原版  发布日期:22 February 2008

China's overcapacity

It could be unmasked by an export-led
slowdown in the second half of the year.

GLOBAL WEEKLY ECONOMIC MONITOR

GLOBAL LETTER
Debt deflation: Lessons from Japan
As risks mount, the lessons from Japan for US policymakers become more potent.
 

UNITED STATES
Great expectations
Many forecasters have overhedged: benign baselines but high risk of recession.
 

EUROPE
2001: A policy odyssey
The ECB policy is often criticised but it may not be justified.
 

JAPAN
Feeling the squeeze
The rapid deterioration in the terms of trade makes real GDP look better than it is.
 

ASIA EX-JAPAN
Monitoring China overcapacity