Adam Myers
Adam Myers
due german heads lower negative press risk wednesday
The risk is that euro/dollar still heads lower into Wednesday first due to negative press surrounding the German election,
aversion dollar drag equity flow might rise risk strong though united
Even though risk aversion might be on the rise and could drag on the dollar slightly, there is still a very, very strong equity flow going back into the United States.
activity base confidence continue data euro german low performing
From a very low base the German data has been performing very strongly, confidence is up and activity is up. The euro will continue to benefit.
buyers dollar gains looking positive short wonder
Everyone is sounding positive on the dollar, so you've got to wonder where new buyers will come from in the short term. The dollar may have more gains left, but by most indicators it's looking very overstretched at the moment.
coming fed interest provide rates view
The world is coming to a view that the Fed is going to provide more liquidity and interest rates will probably (peak) around 4 percent,
dollar firm held housing inflation likely rate remain sign until visible weakness
The U.S. dollar is being held firm by short-term rate expectations and until there is some sign of visible weakness in the U.S. housing market, or receding inflation expectations, then euro-dollar will likely remain under pressure,
basically percent pricing rates
There is basically 100 percent pricing for a tightening in U.S. rates ....
clinical effective loss studies weight
There are no clinical studies that show it's an effective weight loss agent.
couple deficit focusing market next underlying
We still have the underlying deficit issue, which the market is still focusing on. We're going up through $1.22 over the next couple weeks.
federal increase interest reserve surprised
We didn't see the big increase in Federal Reserve interest rates. I think that surprised a lot of the market.
aftermath background cyclical dollar effect katrina oil pause phase prices problems shocks structural
Because of Katrina we will have a pause in September. The aftermath of shocks is still not appreciated and oil prices are still high. The effect is that with the background of structural problems and (losing cyclical support) the dollar is in a phase where it should weaken.
asset bringing class fears inflation money return
Inflation fears are bringing uncertainty that you don't know what your return would be and you don't know which asset class to put your money in,