【出版时间及名称】:2010年欧洲证券市场展望
【作者】:汇丰银行
【文件格式】:pdf
【页数】:39
【目录或简介】:
Forecasts and themes 2010 3
Growth forecasts edged up 3
Payback after the auto bounce 4
Private sector deleveraging 6
Public sector leverage 8
Diverging inflation trends 10
Exit strategies 11
HSBC Economists’ key forecasts 15
Eurozone 16
ECB edging towards the exit 16
Germany 18
Year of transition ahead 18
France 20
Domestic demand still stagnant 20
Italy 22
Back to the public finances 22
Spain 24
A long hard slog 24
UK 26
Policy is working 26
Norway 28
Policy tightening under way 28
Sweden 29
Effective stimulus 29
Switzerland 30
Timing the exit 30
Hungary 31
Vulnerabilities falling 31
Poland 32
Recession proof 32
Russia 33
The worst is over; is the best too? 33
Turkey 35
A critical first quarter 35
Romania 36
Political turmoil derails IMF-induced stability 36
Disclosure appendix 37
Disclaimer 38
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