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Global Outlook September 2011

Global Outlook September 2011. Beech Island South Carolina. Industrial Pipes. Federal Reserve There are significant downside risks to the economic outlook, including strains in global financial markets. What the Economy Lacks Jobs Confidence. U.S. Economy: Employment. 65+. 55+. 25-54.

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Global Outlook September 2011

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  1. Global Outlook September 2011

  2. Beech Island South Carolina

  3. Industrial Pipes

  4. Federal Reserve • There are significant downside risks to the economic outlook, including strains in global financial markets

  5. What the Economy Lacks • Jobs • Confidence

  6. U.S. Economy: Employment

  7. 65+ 55+ 25-54 20-24 16-19

  8. Monetary Base Growth USA Japan

  9. Double Dip? • External

  10. Save the Euro?

  11. Unit Labor Costs

  12. What to Do? • Restructure • Breakup

  13. Breakup Euro?

  14. China Risk

  15. China: Inflation

  16. House Prices for Asian Cities

  17. Gov’t Policies • Purchase Restrictions • Property Taxes • Higher Interest Rates

  18. Double Dip? • Internal

  19. Real Estate Dip?

  20. Upside Down Mortgages Upside

  21. Troubled Mortgages

  22. Refinancing Hard To Do • Buy Back Bad Loans • Higher Fees • Second Mortgages

  23. Mortgage Originations by Investors

  24. Drag from • Gov’ts

  25. Fiscal Drag from Federal, State, Local Gov’ts

  26. Brinkmanship

  27. Deficit Understated • Interest Rate • Economic Growth • Healthcare

  28. Federal Debt as % of GDP

  29. Higher Taxes

  30. Tax the Rich?

  31. More Stimulus? • Poorly Targeted • Ricardian Equiv.

  32. Let’s Twist

  33. Operation Twist?

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