go west california february 2012
DESCRIPTION
Go West California February 2012. Global Economic Growth. World Economies Decelerating Not Collapsing. Advanced Economies Avoid Recession Except Euro Slower Growth. Emerging Economies Weaker Growth Deteriorating External Environment Slower Domestic Demand. U.S. Economy. - PowerPoint PPT PresentationTRANSCRIPT
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Go West California
February 2012
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Global Economic Growth
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World EconomiesDecelerating
Not Collapsing
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Advanced EconomiesAvoid Recession
Except Euro
Slower Growth
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Emerging EconomiesWeaker Growth
Deteriorating External Environment
Slower Domestic Demand
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U.S. Economy
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Housing Affordability Index
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Apartment Rent Increases Y/Y
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Rent vs. Own
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Rent Increases and Desire for Homeownership
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Change In House Price
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Home Prices w/ and w/o Distressed Sales
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0
0.5
1
1.5
2
2.5
3
3.5
2009 2010 2011 2012
U.S. Economic Growth (% Change Year over Year)
Forecast
Zero
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Will Euro Survive?
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Recipe for RecessionCredit Crunch
Fiscal Restraint Low Confidence
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- 5
- 4
- 3
- 2
- 1
0
1
2
2009 2010 2011 2012
Eurozone Economic Growth (% Change Year over Year)
Forecast
Zero
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Eurozone Jobless Rate
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What to Do?Austerity
Restructure LoansFiscal Union
Breakup
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IreIreland
Outstanding
Portugal Greece Spain IItaly
Outstanding Debt by Country
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Asia: Go West
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Asia’s Contribution to Global GDP Growth
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AsiaNot Just Cheap
Goods
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Computational Photography
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Who’s Bigger? China or Japan
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ChinaBig Consumer
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China’s Love Affair with Cars
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Buy a Car and Buy a Flat
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Growth, Not Inflation
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China RisksEurope
Real Estate Local Gov’t Debt
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New Home Prices in China 70 Cities
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China’s Trade Surplus
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Chinese Currency Appreciation
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China: Current Account Surplus % GDP
2.7%
10.1%
U.S. Says
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Japan Unemployment Rate
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Japan RisksExports to Europe
Strong Yen Recovery after
Tsunami
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Risks Medium-termEuro: Sovereign Debt CrisisU.S and Japan: DeficitsChina: Real Estate BubbleOil: Iran Supply Shock
panWeaker Food PricesVolatile Oil Prices
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