Carolyn Kwan
Carolyn Kwan
expecting impact increase rate
We're still expecting one more rate increase and I think this probably should not have too much of an impact overall.
coming increase interest next rate supportive
I think the next interest rate increase is pretty much anticipated. We (forecast) another interest rate increase coming right after that as well, we think this is pretty supportive of that.
closely data fed figure gets interest rates watching
Every one of them gets to be pretty important when considering the Fed is going to be watching the data ever more closely to figure out where interest rates are going.
bank canada likely move
The Bank of Canada is more likely to move more than the U.S..
bank canada canadian dollar risks talked
The Bank of Canada has talked about the risks to 2007 on the downside. We would see the Canadian dollar weakening.
data direction fed guidance move since talking watching
There's very little direction. Everyone's tuning into (the payrolls figures) especially since the Fed has been talking about watching incoming data for guidance on how they're going to move in March.
coming commodity difficult move pinpoint prices
It's difficult to pinpoint the move on any one thing at this point, but with the commodity prices coming off, that could be one of the factors.
arguably bond rise seen yields
A rise in longer-term bond yields would arguably be seen as doing some of the Fed's tightening work.
across jobs number strong
The jobs number was a blowout. It was strong across the board.
economic outside releases
The U.S. economic releases were not particularly outside of expectations in any way.
aircraft civilian decline entirely fall five largest nearly normal orders returned strong
While this is the largest monthly decline in nearly five years, the fall is entirely attributable to civilian aircraft, as non-defense aircraft orders returned to a normal pace, after a stunningly strong December.
bank canada data early overall points question supportive week
Everything this week is going to be hinging on the Bank of Canada early on -- there are also some important data points which should be supportive overall -- but the question really is the statement.
commodity hard hit holding interest rate regions
Commodity currencies are being hit particularly hard but other currencies are holding up well as interest rate expectations for the other two regions are rising.
bank business canadian center conditions dollar maybe particular playing role seems stage survey thinking
The business conditions survey is going to take center stage for Canada, maybe in particular because the Canadian dollar seems to be playing an important role in the Bank of Canada's thinking now.