65 ordspråk av David Gilmore
David Gilmore
If the market saw the report as an end-game move toward a trade war with China, stocks and the dollar would fall a lot.
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If there is any significant slowing in the U.S. economy in the next 12 months, it will be good-bye surpluses and hello big fiscal stimuli and deficits, and welcome higher U.S. rates,
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In other words, Japan may now be in a technically defined recession.
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It looks like it will be a case of history repeating itself, ... The euro will head downhill after the rate rise.
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It looks like it will be a case of history repeating itself. The euro will head downhill after the rate rise.
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It's become virtually an unprofitable period for most institutions trading major currencies and government bonds. The real opportunity has come from commodities, global equities and emerging markets.
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It's not showing up in the numbers.
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It's rare to have a major current account dislocation in the United States, ... but it can happen.
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Japan increasingly needs a weaker yen to counter falling foreign demand and increased competitive pressures.
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Japanese individual investors continue to shun risk, and the notion of putting money into foreign assets is repugnant.
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Lindsey will assure the strong-dollar policy is intact, even if O'Neill from a business standpoint at Alcoa knows the benefits of a weak dollar.
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Little is known about O'Neill's views on key policy issues such as the dollar and the proposed tax cut,
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Look for the imbalances theme to get loads of attention at the G-7 meeting. Doing nothing elevates the risk of a disorderly adjustment.
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Many of these countries are struggling to match rate hikes by the Federal Reserve,
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Markets become disorderly due to aggregate psychology. That's difficult for anyone to assess at any time, but you look for red flags, like significant overreactions to data,
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