However, it is not all bad news as the slide was largely driven by a strong 27.3% rise in imports. While this reflects oil prices, to some extent, underlying imports are rising, which bodes well for the economy. |
I don't think it's necessarily that bad if Denmark stays out. I don't think there will be a huge fallout in Danish markets, |
I don't think the bank's message has really changed. The one view is that if consumer demand doesn't slow down, it will have to raise rates. But the other view is that consumer spending will come down. |
I don't trust this rally as far as I could throw it. It maybe takes a while for investors to decide to ditch even more stocks and become even more cautious about corporate debt. I don't see what's happening here as a harbinger of recovery for the market. |
I'm still skeptical whether we will see a hike from the ECB this year. The fact the ECB won't deliver on rate hikes this year will probably pull the euro back. |
If European companies start to cut dividend yields this could start to hold the market back. The dividend yield cut story is just another excuse for investors to sell stocks. |
If the Fed pauses at 4.5 percent, the risk would be the Fed has stopped too early and they would have to restart the tightening process. That would be a big supporting factor for the dollar. |
If there are no tax cuts (planned for the budget) then that may be used an argument to cut rates, |
Inflation in the short-term could head lower than 1.5 percent, that would be at the lower end of the government's target range, |
Markets are nervous about the outlook for euro entry, ... The market is pricing in the possibility of a remote chance of entry into the euro in the next parliament. |
Markets are nervous about the outlook for euro entry. The market is pricing in the possibility of a remote chance of entry into the euro in the next parliament. |
Our sights remain on a plunge to 80 cents. If Duisenberg's most recent comments are correct, it looks as if intervention is stumbling already. |
People are clutching at straws if they think that the G20 will offer some kind of supportive comment for the euro, |
People are clutching at straws if they think that the G20 will offer some kind of supportive comment for the euro, ... There are other countries at the G20 that are aggrieved at the weakness of their currency against the dollar -- Australia for one. |
People are clutching at straws if they think that the G20 will offer some kind of supportive comment for the euro. There are other countries at the G20 that are aggrieved at the weakness of their currency against the dollar -- Australia for one. |