33 ordspråk av James McCormick

James McCormick

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 The market is underestimating the upside risks to the yen.

 The news out of the U.S. the past few weeks is clearly dollar positive.

 The sell-off in high yield currencies in March has been largely an isolated occurrence, but there are risks that it could spread.

 The shift in growth sentiment supports a trend that has been developing over the past six months: namely, countries with strong external balances are beginning to look more attractive relative to countries with growing external deficits.

 The yen at current levels still looks attractive.

 The yen looks too cheap in a world where the BOJ may be removing its zero-rate policy in the months ahead. Yen fundamentals are increasingly too strong, and the currency too weak, to justify further declines.

 There is a lot of nervousness about the recovery in Europe, and people are willing to bail out of the euro very quickly. We're not convinced the euro will stage a big rally.

 There is a reasonably strong case for economic growth in Europe.

 We are not convinced that now is the time to expect more dollar weakness.

 We still think the tough talk from the ECB will not amount to outright action.

 We think the underlying momentum in the Fed policy story warrants more explicit long dollar exposure.

 We will steer clear of being long the Canadian dollar for now.

 We would view the G-7 outcome as simply another reason to be positive on Asian currencies.

 We're all passionate about what we do. But it shouldn't boil down to that.

 While deficit countries still enjoy yield advantage, the rate premium is narrowing.


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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.



Det är julafton om 34 dagar!

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Kaffe är giftigt, solbränna är farligt. Ordspråk är nyttigt!

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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.



Det är julafton om 34 dagar!

Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!




Kaffe är giftigt, solbränna är farligt. Ordspråk är nyttigt!

www.livet.se/proverb