1. 00:00 Introduction »
2. 03:08 Our View: World Economy Breaking out of Post-2008 Stagnation »
3. 03:48 Global Trade Breaking Out? »
4. 03:56 Major Trend Change »
5. 04:06 Korean Export Prices: Something Different »
6. 04:09 Capex on the Rebound »
7. 04:24 U.S. Consumer Comfort Has Already Broken Out »
8. 04:53 Employment Income on the Rise »
9. 05:22 A Reduced Chinese Credit Impulse Has Affected House Price Inflation »
10. 05:40 But Overall Monetary Conditions in China Still Support Profits and Economic Growth »
11. 05:42 European Growth Story Still Positive »
12. 05:56 Unprecedented Tightness in German Labor Market »
13. 07:05 EM Central Banks Still Behind the Inflation Curve; More Reflation to Come, Better Growth »
14. 07:47 The Structural Story: Deleveraging from the Debt Super-Cycle on Hold »
15. 08:01 A Corresponding Bottom in Chinese Economic Growth »
16. 16:57 Appendix »
Global Macro Overview: 3rd Quarter 2017
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