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SUBJECT:
David Hale: Japan Recession Shock, but the US Continues to Outperform
PRI: NORMAL
FROM:
D
davidhale@davidhaleweb.com
DATE:
2014-11-20 02:21:19
MSG_ID:
<VTBTZVAYBV$UXUZXYTTACXTZ@mail-out.est.act-on.net>
RECIPIENTS:
TO:
H
R. Hunter Biden
<hbiden@rosemontseneca.com>
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To view this message in a browser: http://content.davidhaleweb.com/acton/ct/3037/s-0162-1411/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct0_1/1?sid=h3R28y5VC To download [Fourth Quarter Survey of the Developed Economies-The US Continues to Outperform.pdf], click on the following link: http://content.davidhaleweb.com/acton/ct/3037/s-0162-1411/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct1_2/1?sid=h3R28y5VC To download [TOE-Japan back in recession, surprise GDP drop.pdf], click on the following link: http://content.davidhaleweb.com/acton/ct/3037/s-0162-1411/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct2_2/1?sid=h3R28y5VC Dear R. Hunter, The releases of third quarter GDP figures for Europe, Japan, and the US have confirmed that while US growth will remain robust, the outlooks for Europe and Japan are decidedly mixed. This dichotomy is causing monetary policy to diverge as well, which will continue to affect dollar exchange rates. Looming as a potential wildcard is the unambiguously positive economic ramifications that would materialize should a deal between Iran and six major global powers be reached next week. We explore these issues in greater depth in the attached report, "Fourth Quarter Survey of the Developed Economies: The US Continues to Outperform." You are also able to comment on this report http://content.davidhaleweb.com/acton/ct/3037/s-0162-1411/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct3_1/1?sid=h3R28y5VC at davidhaleweb.com http://content.davidhaleweb.com/acton/ct/3037/s-0162-1411/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct4_1/1?sid=h3R28y5VC . If you have not yet registered for the new website, please contact Mark Zoff and he will be pleased to send you your company-specific access code. Additionally, we are attaching Richard Katz's http://content.davidhaleweb.com/acton/ct/3037/s-0162-1411/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct5_1/1?sid=h3R28y5VC recent report on Japan's surprise descent into a recession last quarter. You can subscribe to his research on EconVue http://content.davidhaleweb.com/acton/ct/3037/s-0162-1411/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct6_1/1?sid=h3R28y5VC by clicking here http://content.davidhaleweb.com/acton/ct/3037/s-0162-1411/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct7_1/1?sid=h3R28y5VC . With all best wishes, David Hale Chairman David Hale Global Economics, Inc. 546 Lincoln Avenue, 2 nd Floor Winnetka, Illinois 60093 USA 847-386-6009 (tel) 847-386-6011 (fax) davidhale@davidhaleweb.com LinkedIn Profile http://www.linkedin.com/pub/david-hale/18/ba8/595 http://davidhaleweb.com https://www.davidhaleweb.com/ http://whatsnextbook.com http://whatsnextbook.com/ Copyright 2014, David Hale Global Economics Inc. All rights reserved. This document is not for attribution in any publication, and you should not disseminate, distribute or copy this e-mail without the explicit written consent of David Hale Global Economics, Inc. Please contact the sender if you believe you have received this email in error. Any views or opinions expressed are solely those of the author and do not necessarily represent those of David Hale Global Economics, Inc. -------------------------------------------------------------------------------- Copyright (c) 2014 David Hale Global Economics Our address is 546 Lincoln Avenue, 2nd Floor, Winnetka, IL 60093, USA If you do not wish to receive future email, click here: http://content.davidhaleweb.com/acton/rif/3037/s-0162-1411/-/l-sf-cl-701C0000000UEmJIAW-0024:15c/l-sf-cl-701C0000000UEmJIAW-0024/zout (You can also send your request to Customer Care at the street address above.
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