29 ordspråk av Ken Wattret

Ken Wattret

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en The collective denial on the euro zone economic recovery is belatedly challenged as markets and forecasters finally wake up to reality.
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en 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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en There was a herd mentality to stampede and get on board. That brought the markets to a certain fever pitch.
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en That is a recipe for market volatility, and I think it will increase rather than grow less in the months ahead.
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en The (second-quarter) numbers are nothing to shout about, and they could have been worse, ... We can expect the third quarter to be subdued and possibly a better fourth quarter.
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en It's the lowest level of growth for almost a decade and the government had indicated it was expecting something in the region of 3 percent,
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en So the fact we got growth of about half a percent tells you how poor the performance was over the last year.
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en The data tells us that recovery is on its way, but it's not booming growth.
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en It was above 50 before the Iraq war started, and now that downward reaction to the war has been unwound. Are we likely to see sustained long-term growth? That's still uncertain.
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en In terms of fiscal policy very little is expected from the budget.
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en 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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en 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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en The signals were very explicit, given the weakness of the euro and pressure on inflation starting to come through,
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en 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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