Table of Contents
Slide 3 Global Forecast Update: 'Up' Without 'Swing'
Slide 5 Morgan Stanley GDP, Inflation Policy, Rates Profile
Slide 6 Morgan Stanley GDP Forecasts and Bull-Bear Scenarios
Slide 7 Morgan Stanley CPI Forecasts and Bull-Bear Scenarios
Slide 8 Recession in Reverse: Last in, First out
Slide 9 Quarterly GDP Profile (% YoY)
Slide 10 Quarterly CPI Profile (% YoY)
Slide 11 Monetary Policy Rate Forecasts
Slide 12 USA
Slide 13 Canada
Slide 14 Euro Area (Germany, France, Italy, Spain, Netherlands, Austria, Belgium, Finland, Greece)
Slide 22 UK
Slide 23 Sweden, Denmark
Slide 24 CEEMEA (Poland, Hungary, Czech Republic, Romania, Russia, Ukraine, Kazakhstan, Turkey, South Africa)
Slide 33 Australia
Slide 34 Japan
Slide 35 Asia ex-Japan (China, Hong Kong, Singapore, Taiwan, South Korea, India, Indonesia, Thailand, Malaysia)
Slide 42 Latam (Chile, Argentina, Brazil, Peru, Colombia, Mexico, Venezuela)
Slide 48 FX Forecasts
Slide 59 FX Fair Values (1Q09)
Slide 50 Commodity Forecasts
Slide 52 Additional Resources
Slide 53 Global Economics Team