高盛高华：2012年11月标普500黄皮书

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高盛高华：2012年11月标普500黄皮书
Contents
Recommended FX Trade Ideas 3
Risk Scenarios and Idiosyncratic FX Moves 4
G3 18
US Dollar 18
Euro 20
Japanese Yen 22
Europe, Middle East & Africa 24
British Pound 24
Czech Koruna 25
Hungarian Forint 26
Israeli Shekel 27
Norwegian Kroner 28
Polish Zloty 29
Russian Ruble 30
South African Rand 31
Swedish Krona 32
Swiss Franc 33
Turkish Lira 34
Americas 35
Argentine Peso 35
Brazilian Real 36
Canadian Dollar 37
Chilean Peso 38
Colombian Peso 39
Mexican Peso 40
Peruvian New Sol 41
Venezuelan Bolivar 42
Asia 43
Australian Dollar 43
Chinese Yuan 44
Hong Kong Dollar 45
Indian Rupee 46
Indonesian Rupiah 47
Korean Won 48
Malaysian Ringgit 49
New Zealand Dollar 50
Philippine Peso 51
Singapore Dollar 52
Taiwan Dollar 53
Thai Baht 54
Interest Rate Forecasts 55
GS Sentiment Index (IMM) 56
FX Currents 57
GS Trade-Weighted Indices 59
GS Anecdotal Flows 61
M&A Pipelines 61
GSDEER 63
Key Economic Data 65
GDP Growth (%ch yoy) 65
Consumer Prices (%ch yoy) 66
Current Account Balance (% of GDP) 67
Foreign Exchange Reserves (US$bn) 68
Government Debt as % of GDP 69
Policy Rate Forecasts 70
Exchange Rate Forecasts 71
Euro Crosses 71
Dollar Crosses 72
Disclosure Appendix 73