PART I: On the Pulse of the Economy - Listen to the Signals!
Chapter 1. Procedure for the economic cycle analysis-Challenges and purposes of market analysis and forecasts
Chapter 2. Toolbox of economic indicators - interdependencies, time horizon, best signaller, US dominance
PART II: Short-Term Economic Assessments - Brevity is the Spice!
Chapter 3. USA: This is where the music plays! Schedule, GDP growth, business surveys, labour market, manufacturing, consumption, real estate, other macro data, prices
Chapter 4. Asia: China and Japan provide additional market impulses! Schedule, GDP growth, business surveys
Chapter 5. Europe & Germany: The domestic market remains relevant for us! Schedule, GDP growth, business surveys-Using Economic Indicators in Analysing Financial Markets - with a Focus on US Data
PART III: Medium- and Long-Term Economic Trends - A Lot of Ideas!
Chapter 6. Growth contributions to quarterly GDP growth: Slowly approaching the goal -Consumption, structures, equipment, residential, inventory, net exports, government
Chapter 7. Longer term growth and inflation estimates: leading indicators show direction - Sentiment surveys, economic data, market indicators, commodities, inflation indicators
Chapter 8. The "cream of the crop" of economic cycle analysis: correctly predicting a recession - Recession indicators, market indicators, sentiment surveys, economic data
PART IV: It's the People Who Matter - Sentiment and Psychology Play a Decisive Role
Chapter 9. Sentiment surveys - the NAHB index with a special focus on the subprime crisis - Special features, sentiment surveys, housing prices, starts and permits
Chapter 10. Psychology as a factor on the financial markets not to be underestimated Interdependencies, coping with information, prospect theory, psychological needs, parties
Chapter 11. Conclusion
