World Economy Articles from Morgan Stanley

December 2007

December 4, 2007
1. China Economics: Journey into Autumn: An Imported Soft Landing In 2008
2. Colombia and Venezuela: Brotherly Tantrums
3. Colombia and Venezuela: Balance of Payments – How Sensitive to a Global Slowdown?

December 5, 2007
4. Japan: Capex and Employment DIs the Focus – December Tankan Preview

December 6, 2007
5. Euroland: Slower Growth for Longer
6. Nigeria: Policy Normalization

December 7, 2007
7. India: What Is Driving Headline Inflation Lower?
8. Currencies: CHF: SNB – the Only One in Control?
9. The Odds of a US Recession Within a Year Are Now 1 in 2

December 10, 2007
10. Global: Recession Coming
11. Japan: Inflation Irony
12. United States: Review and Preview

December 11, 2007
13. Brazil: What Would US Recession Mean for Brazil’s Monetary Policy Outlook?
14. China: A Seemingly Aggressive Move: RRR Hiked by 100bp
15. Latin America: Coping with the US Recession

December 12, 2007
16. Japan: Buckle Up – Turbulence Ahead (Part I)
17. Japan: Buckle Up – Turbulence Ahead (Part II)

December 14, 2007
18. Global: Recession Lessons
19. Global: The Great Monetary Easing of 2008

December 16, 2007
20. A Retrospective on 2007: Another Weak Dollar Year
21. Asia: Limited Re-coupling Ahead
22. Brazil: Less Abundance?
23. Euroland: In Defense of Price Stability
24. Europe: What Could Go Wrong?
25. France: Slower Growth, Accelerated Reforms
26. Germany: Pulling a Slow Train
27. Italy: Three Scenarios for 2008
28. Japan: 2008: An Option on Miracles
29. Mexico: Tempering the Link
30. Sweden: Bye-Bye Boom Time?
31. UK: At Risk of Recession?
32. UK: The Year Ahead — Slower Growth and Sizable Risks
33. United States: Recession Coming
34. CAD — Breaking Records
35. CHF: 2007 Rewind

December 17, 2007
36. Australia: Slower Growth in 2008
37. ASEAN: Building in Weaker External Demand in 2008
38. CEEMEA: Slower Growth, Resilient Inflation in 2008
39. China: A Recession in US Is Welcome
40. Hong Kong: Watch Monetary Conditions and Inflation
41. India: Soft Landing in 2008, Recovery in 2009
42. Spain: The Economy Could Hit the Brakes in 2008