Given the election situation ordspråk
Given the election situation, I don't see a sharp rise in fuel prices, but further interest rate hikes won't be a negative political factor.
Hasitha Premaratne
The market has not seen a negative sharp change in fundamentals, ... You haven't seen a sharp rise in interest rates or a signal that the money isn't there to keep lifting prices.
John Silvia
I see more interest rate hikes and this will dampen domestic consumption. Also, the coming 50 percent increase in fuel prices will have a major impact on inflation.
Irene Cheung
More importantly it depends on the drivers behind any possible interest rate hikes. Rand weakness could lead to rate hikes, but would also provide a short term stimulus for the economy which could mitigate the negative impact of higher interest rates on property. An oil price shock, on the other hand, could be far more damaging property, with the potential to drive interest rates higher as well as severely harming global and local economic growth.
John Loos
While overall sentiment is positive and fund flow remains strong, the sharp rise in oil prices overnight and interest rate fears gave investors an excuse to sell.
Kenny Tang
While prices of general economic flows may not rise very much, asset prices may rise sharply, and negative real interest rates increase that possibility.
Yasuhide Yajima
The sentiment is turning dollar negative -- probably the biggest factor putting the dollar under pressure is the rise in oil prices and rise in gold prices.
Ian Stannard
Interest rates will be the prevailing factor over the next couple of months. A rate hike has already been figured into valuations, but if we get an indication from the Fed that a few more rate hikes could be down the road, this rally could be very short lived.
Mark Cavallone
As far as we can tell, confidence now seems to have run a bit ahead of the improvement in the stock market, and the failure of the Nasdaq and Dow to make further progress in recent weeks makes it doubtful that confidence will continue to rise at the May pace. The sharp rise in unemployment is likely to become a negative factor, too.
Ian Shepherdson
After the sharp rise in gasoline prices, we believe that crude and transportation fuel prices will remain at historically high levels for a prolonged period of time, reflecting a tighter global balance.
Francisco Blanch
Sentiment is generally negative for the dollar even in the face of good news. The market is looking through the expected rate hikes. If you take away the interest rate support for the dollar... and the structural problem is still there, the trend for the dollar is downwards.
Adam Cole
This past year has seen the sharp rise in fuel prices more than offset the efficiency gains and a strong revenue environment.
Brian Pearce
The Fed will probably slow the pace of interest-rate hikes after October. Should the reports signal slower inflation, that's a factor to weaken the dollar.
Tetsu Aikawa
The market is under pressure due to oil prices, Iran and concern about prospects for more interest rate hikes from the Fed.
Jim Fehrenbach
The tax will reduce our competitiveness against producers such as Australia, South Africa and newcomers such as Vietnam. It will add further to our costs after a sharp rise in fuel prices.
Jeffrey Mulyono
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Mark Fierro
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