Barclays Capital:GLOBAL OUTLOOK--NOTHING MORE THAN A PAUSE SEP2010

Barclays Capital

PDF:95pages

OVERVIEW..........................................................................................................................................4
Nothing more than a pause

ASSET ALLOCATION.........................................................................................................................9
Tug of war into year-end

ECONOMIC OUTLOOK.....................................................................................................................19
More tortoise, less hare

COMMODITY MARKETS OUTLOOK..............................................................................................33
Changing gears

FOREIGN EXCHANGE OUTLOOK ...................................................................................................41
Small is still beautiful

INTEREST RATES OUTLOOK...........................................................................................................46
All eyes on the US and the Fed, once again

CREDIT MARKET OUTLOOK...........................................................................................................59
Steady grind into year-end

EQUITY MARKET OUTLOOK...........................................................................................................68
Relative valuations cheap, but cheap enough?

EMERGING MARKETS OUTLOOK...................................................................................................83