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Insightperspectives January 1, 2016 v3 Next Page
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Insightperspectives January 1, 2016 v3 Next Page

 


Frontpage 		1
What readers say about Insightperspectives 		2
Global economic and political update 		3
USA – First interest rate hike since 2006; more tightening in the pipeline 		5
Euro-zone – ECB cuts policy rates; strong cyclical tailwind is confronted by political headwind 		7
Germany – Solid short-term growth; but “wir schaffen dass nicht” gains momentum 		8
Denmark – “No” is a message to Brussels and Berlin 		9
China – Devaluation is now an official part of the strategy; supply-side economics is on the rise 		10
Japan – Weak yen is no longer seen as panacea to solve economic imbalances 		13
Mexico - Reform process provided more tools to mitigate global headwind; but this may no longer be enough 		14
Financial Market Update 		16
The 2016 Global Economic and Financial Market Outlook 		18
Go West! Why Chinese students go abroad – and why only some of them return 		26
Charts 		31
Business Sentiment 		32
Consumer Confidence 		34
Real GDP growth 		36
Consumer price inflation 		37
Unemployment 		38
Public Sector Balances 		40
Foreign Exchange Market 		43
Government Bond Yields 		45
Commodity Markets 		47
Equity Markets 		50
Equity Markets - Valuation 		53
Home Prices 		54
Euro-zone Crisis 		57
Labour costs 		58
Performance of Asset types (local currency) – last update: December 30, 2015 		59
Previous editions 		60
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