David Gilmore
David Gilmore
David Gilmoreis an American session jazz guitarist...
consider delay election fed late might summer until
More tightening is still needed. The Fed has to consider the election calendar. They can't delay until late summer or fall, when it might be politically more difficult.
economic improved outlook suspect
But we suspect that by the end of March, the U.S. economic outlook will have improved and Japan's will have deteriorated.
countries federal hikes match rate struggling
Many of these countries are struggling to match rate hikes by the Federal Reserve,
arrival dollar early month near point trade weak
We are near a point this month that could see the early arrival of the weak dollar trade.
bush good numbers post
A Bush administration would want to post numbers that look as good as the Clinton-era numbers on the economy,
bush clinton
A Bush administration probably would want to sever associations with Clinton policies,
emerging global government major opportunity period trading virtually
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.
bounce caused substance
There was no substance to this rumor. Nonetheless, it caused a short-covering bounce in the yen.
case downhill euro head history looks rate repeating
It looks like it will be a case of history repeating itself. The euro will head downhill after the rate rise.
case downhill euro head history looks rate repeating
It looks like it will be a case of history repeating itself, ... The euro will head downhill after the rate rise.
defined japan
In other words, Japan may now be in a technically defined recession.
economy fiscal hello higher next slowing stimuli welcome
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,
believe change finished gone involved life pleased struggle
Change is difficult. But I will make you one promise. When we are finished here, I believe everyone involved will be pleased to have gone through the struggle -- because life will be better.
point question trade turning
The question is, is this a turning point in the US trade deficit?