Allianz Dresdner Economic Research
Economy & Markets August 2008
USA: Sizeable inventory correction, Stronger US dollar / Euro area: Subdued outlook, Key interest rates drifting sideways / Latin America: Weaker momentum, High inflation pressure / Russia: Chinese growth rates, What will come after the oil boom?
Aug 15, 2008
Economy & Markets July 2008
USA: Moderate growth, No pickup on the cards / Euro area: Signs of weakness, Key rate likely to be kept on hold / Germany: Sentiment slides, Oil price is main risk / Riester pension: Old age poverty?, Riester pensions worthwhile for low earners
Jul 16, 2008
Economy & Markets June 2008
USA: Mixed data, Economy staying afloat / Euro area: Summer slowdown, ECB decision touch and go / Asia: Crash in China?, Forces of growth stronger / Africa:New dawn, Commodity boom a boon (for some)
Jun 18, 2008
Economy & Markets May 2008
USA: Weak start to Q2, Further rate cut unlikely / Germany: Buoyant start to year, Tax cuts despite consolidation? / Latin America: Soaring food prices, Nonetheless crisis winners / German exports: Success factors, Unit labor costs pivotal
May 26, 2008
Economy & Markets April 2008
USA: In poor shape, Weak dollar curbs imports / Germany: Upswing intact, Foreign trade losing steam / Central and Eastern Europe: Rising inflation, Buoyant growth momentum / Economic forecast 2008/2009: Good labor market figures, Boost from private consumption
Apr 23, 2008
Economy & Markets March 2008
USA: Darkening clouds, Unconventional Fed measures? / Euro area: Light and shade, Business lending converging / Asia: Steadfast growth, Private consumption as driver /China: Long-term outlook, What will drive growth?
Mar 20, 2008
Economy & Markets February 2008
USA: Fiscal package, Further rate cuts to come / Euro area: Economy slowing, Rate reduction in Q2? / Latin America: Risk of infection?, Reduced dependence / Brazil: New energy giant?, Alternative fuels
Feb 21, 2008
Economy & Markets January 2008
USA: Downside risks, Debate about stimulus package / Euro area: Dent in growth, Pickup in mid-year / Germany: 1.8 % growth 2008, Private consumption as driver / EU mortgage markets: Interest rate convergence, Homogenization: The market should decide
Jan 22, 2008
Economy & Markets December 2007
USA: Balancing act, Fed with expanded arsenal / Germany: Outlook less upbeat, Private consumption as engine / Infrastructure investment: Growth driver, Public-private partnerships / Asia: High currency reserves, Dumping the greenback?
Dec 18, 2007
Economy & Markets November 2007
USA: Momentum easing, Ongoing dollar weakness / Germany: Risks up, Upswing less dynamic / Climate protection: Sectoral trends, Who wins, who loses? / Latin America:Commodities boom, Who benefits?
Nov 16, 2007
Economy & Markets October 2007
USA: Buoyed by consumption and exports, Further rate cut expected / Euro area: Financial crisis casts a pall, Tightened credit standards / Japan: Stable economy, BoJ on hold / Economic forecast 2008: German economy robust, Private consumption set to drive growth
Oct 16, 2007
Economy & Markets September 2007
USA: Exports a prop, Housing drag to linger / Germany: Risks have risen, Private consumption set to spark / Central and Eastern Europe: Well equipped, No major dislocations / Wealth Report 2007: USA in the lead, Subdued development in Germany
Sep 21, 2007
Contact
Michael K. Machauer
Dresdner Bank AG
49.69.263.7079
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