Adam Mesurier
Adam Mesurier
believe clearly continues economy economy-and-economics enter noise ratio recovery remain
We believe the noise will remain constant, but the signal/noise ratio is clearly falling, as the macro economy continues to enter a recovery phase.
asia building case economy-and-economics global growth source
We think the case is building for Asia to become a more independent source of growth for the global economy.
caused confidence crisis frozen interest policy preferred
We would have preferred to see more on interest rates. This 'confidence' crisis has been caused by a sense that policy has been frozen by indecision.
deal lead less looking market political realize risk stronger threats time
It's looking more and more that she's able to deal with these kind of threats so over time the market will realize that and see the political risk is less and less. All this can lead to a stronger currency.
gradual language likely mild scholars-and-scholarship
What they're likely to do is take away the mild and gradual language from the statement.
again against exchange large rate rhetoric rushed spotlight surplus trade wave
The exchange rate is again under the spotlight as a wave of protectionist rhetoric rushed through the U.S. against China's large trade surplus and its undervalued currency.
believe deeper likely next recession six
Over the next six months, we believe there will likely be confirmation that this recession is deeper than that of 1998.
continues factions gain opposition political unable various
Arroyo continues to outmaneuver her political opposition. The various opposition factions were unable to gain any momentum.