Post on 26-Feb-2016
description
Go West California
February 2012
Global Economic Growth
World EconomiesDecelerating
Not Collapsing
Advanced EconomiesAvoid Recession
Except Euro
Slower Growth
Emerging EconomiesWeaker Growth
Deteriorating External Environment
Slower Domestic Demand
U.S. Economy
Housing Affordability Index
Apartment Rent Increases Y/Y
Rent vs. Own
Rent Increases and Desire for Homeownership
Change In House Price
Home Prices w/ and w/o Distressed Sales
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
Will Euro Survive?
Recipe for RecessionCredit Crunch
Fiscal Restraint Low Confidence
- 5
- 4
- 3
- 2
- 1
0
1
2
2009 2010 2011 2012
Eurozone Economic Growth (% Change Year over Year)
Forecast
Zero
Eurozone Jobless Rate
What to Do?Austerity
Restructure LoansFiscal Union
Breakup
IreIreland
Outstanding
Portugal Greece Spain IItaly
Outstanding Debt by Country
Asia: Go West
Asia’s Contribution to Global GDP Growth
AsiaNot Just Cheap
Goods
Computational Photography
Who’s Bigger? China or Japan
ChinaBig Consumer
China’s Love Affair with Cars
Buy a Car and Buy a Flat
Growth, Not Inflation
China RisksEurope
Real Estate Local Gov’t Debt
New Home Prices in China 70 Cities
China’s Trade Surplus
Chinese Currency Appreciation
China: Current Account Surplus % GDP
2.7%
10.1%
U.S. Says
Japan Unemployment Rate
Japan RisksExports to Europe
Strong Yen Recovery after
Tsunami
Risks Medium-termEuro: Sovereign Debt CrisisU.S and Japan: DeficitsChina: Real Estate BubbleOil: Iran Supply Shock
panWeaker Food PricesVolatile Oil Prices
DrSohn.com
(not Dr.Sohn.com)