Global Economic Weekly
Back to the business cycle
36 pages
Contents
Global over view: the return of the business cycle 3
Hot topic: taking stock of the outlook 4
US: the opposite of “stagflation” 7
Canada: fast and furious 11
Eurozone: mind the difference 12
UK: further accommodation? 14
Japan: Q2 GDP implies inventory liquidation at the
final stretch 16
Australia: RBA minutes show bluster giving way to
cautious reflection 18
EM Asia: China’s trade surplus - not dead yet 20
EEMEA: BoI to hike another 25bp 23
LatAm: reasons to believe in Chile 25
Global economic calendar 28
Global forecasts 29