ROUNDUP: TIME TO ACT 2-3
Marginally stronger economic data have not altered the case for a new round of quantitative
easing and we see no compelling reason to wait.
OUTLOOK: STALLING GROWTH STIRS THE POLICY POT 4
Slowing economic growth is prodding policymakers to take action.
PREVIEW OF THE WEEK AHEAD 5-6
While the FOMC meeting should gather much attention, this week should also yield valuable
insights on the housing sector.
US ECONOMIC CALENDAR 7
WEEK IN REVIEW 8
GLOBAL LETTER: JAPAN’S INTERVENTION: A STERILE DEBATE 9
The MOF has intervened – the BOJ should now launch its own anti-deflation version of QE2.
GLOBAL ECONOMIC CALENDAR 10