- Looking out to 2012 "We expect the global recovery to continue in 2012 and for the pace of growth to pick up."
- United States Further out: a brighter outlook "Near term there is some weakness but beyond the year ahead we see stronger growth."
- Europe The slow and hazardous road to recovery "Ongoing financial market tensions and restraining effects of fiscal consolidation are why."
- Japan Lowering forecasts "We now see 2011 growth of 1.5%, given increasingly difficult conditions for exporters."
- Asia Rebalancing in 2011-12 "We see strong domestic-led growth, with China growing more than 10% again in 2012."
- LatAm: Strong growth set to continue "We see growth in 2012 returning to trend after a weaker 2011."
- United States Understanding the ECRI "The ECRI index is signaling recession, other leading indicators are not. We explain why."
- United States Forecast dispersion and data surprises "For some indicators the dispersion of consensus forecasts contains information."
- South Korea Policy remains accommodative "We expect the BOK to keep hiking rates gradually, reaching 4% by H1 2012."
Nomura Global Weekly Economic Monitor 20100723
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