If the ECB has to intervene regularly to support the euro, it is sending the wrong message to the public, who will be carrying euro notes and coins in 2002. |
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. |
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, |
In other words, Japan may now be in a technically defined recession. |
It looks like it will be a case of history repeating itself, ... The euro will head downhill after the rate rise. |
It looks like it will be a case of history repeating itself. The euro will head downhill after the rate rise. |
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. |
It's not showing up in the numbers. |
It's rare to have a major current account dislocation in the United States, ... but it can happen. |
Japan increasingly needs a weaker yen to counter falling foreign demand and increased competitive pressures. |
Japanese individual investors continue to shun risk, and the notion of putting money into foreign assets is repugnant. |
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. |
Little is known about O'Neill's views on key policy issues such as the dollar and the proposed tax cut, |
Look for the imbalances theme to get loads of attention at the G-7 meeting. Doing nothing elevates the risk of a disorderly adjustment. |
Many of these countries are struggling to match rate hikes by the Federal Reserve, |