Macroeconomic update: Strong US dollar, weak commodities, subdued global growth
Falling commodity prices and divergent monetary policies are resulting in huge swings in exchange rates. Such swings have far reaching effects – amplifying inflation or deflation, changing competitiveness, and playing havoc with debt markets. Will shifting exchange rates help to address imbalances in the global economy, or will they lead to the next crisis?
Table of contents
USA: the dangers of a strong dollar
Europe: finally a reason to be positive?
Japan faces deflation once again
China: all eyes on government policy
India turning over a new leaf?
Latin America: don't look down
Tables and charts
This report includes 4 images and tables including:
US goods trade deficit
European composite PMIs: new business activity
China's key growth targets
GDP growth outlook for Latin America has deteriorated
This report contains:
Macroeconomic update: strong US dollar, weak commodities, subdued global growth