29 ordspråk av Ken Wattret
Ken Wattret
The obvious focus for the market will be the core PPI, and given what we've seen for consumer prices, we should see a relatively modest increase there.
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The signals were very explicit, given the weakness of the euro and pressure on inflation starting to come through,
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The U.S.-Europe story is getting played out and is fully discounted in the euro and bond markets,
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The U.S.-Europe story is getting played out and is fully discounted in the euro and bond markets.
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There is a risk going forward that if sterling remains exceptionally strong particularly against the euro, that will knock the recovery in the U.K.,
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There was a herd mentality to stampede and get on board. That brought the markets to a certain fever pitch.
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There's a feeling that high oil prices combined with damage from Hurricane Katrina will hurt the U.S. economy, bringing the Fed's tightening cycle to a swift end. This is boosting demand for bonds.
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This economic cycle is different from others. It's been great news for the corporate sector but not for the household sector.
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This is going to be more of a newspaper headline budget rather than one for any macro economic changes,
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This is going to be more of a newspaper headline budget rather than one for any macro economic changes.
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This will encourage the ECB to lower rates sooner rather than later, ... Their own growth target (for the euro zone) is 2 1/4 to 2 1/2 percent. They won't achieve that now.
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We may be in danger of losing the bigger picture here. The data are consistent with a rate rise, whichever way you look at it.
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Whatever happens the euro will fall, ... Even an aggressive move - half a percentage point - wouldn't help, and then they'll have used all their ammunition up.
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Whatever happens the euro will fall. Even an aggressive move - half a percentage point - wouldn't help, and then they'll have used all their ammunition up.
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