1. 00:00 Introduction »
2. 01:55
Synchronized, Broadly-Based Global Economic Expansion »
3. 02:21
Some Moderation in the Global LEI »
4. 02:38
Leading and Co-Incident Measures of U.S. Economic Activity Are Healthy »
5. 03:04
Not Much Moderation Based on EZ Leading Economic Indicator »
6. 03:17
Economic Boom in Germany of Unprecedented Proportions »
7. 03:32
Story in China Is No Longer About the Old Industries »
8. 05:13
Emerging from Post-Crisis Phase: No Tailwind of U.S. Household Credit Growth »
9. 06:05
China Still Has Not Found an Economic Home for Its Savings »
10. 09:50
Fed Restraint More Advanced Than It Thinks »
11. 15:04
Appendix »
