David Gilmore
David Gilmore
David Gilmoreis an American session jazz guitarist...
economy fed funds moving neutral percent rate rule start stays thinking
We have to start thinking about the Fed moving from a neutral to a more restrictive policy. I wouldn't rule out a 6 percent Fed funds rate if the economy stays hot.
account concerns current economy month slowing
One month is not a trend. Just the slowing U.S. economy is not enough to quell current account concerns in the long run.
currency economy fiscal monetary otherwise policy
Otherwise a spend-prone fiscal policy teamed with a pro-growth monetary policy could be problematic for the U.S. economy and currency ahead.
days economy economy-and-economics face fed leaving policy red speak today
What makes some red in the face is that (Greenspan) can speak about Fed policy and the economy just days after leaving the Fed, when his insights are most relevant. Look at Eurodollar futures today if you have any doubt.
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,
along asian economy economy-and-economics growth high oil questions raise regional
And slowdowns in the U.S. economy and the Asian regional economies, along with high oil prices, raise questions about fourth-quarter growth in Japan,
bullish economy enjoying inflation low market picking stock strong tough
The market is pretty bullish on the dollar. With the U.S. economy enjoying low inflation and strong growth, and with the stock market picking up again, it makes it a tough go for the euro.
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With little evidence that tightness in the U.S. labor market is slackening, and oil prices a wild card for inflation as winter approaches, the FOMC had few options but to remain vigilant about inflation,
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Europe has double-digit unemployment and no inflation problem, ... Any European Central Bank tightening will be swamped by much more from the Fed.
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European companies are flush with cash and they want to own market share in the United States, ... They want to own the 'new economy.'
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We think that as long as labor market conditions remain tight and oil prices high, the Fed will retain an inflation bias which could last until early spring.
believe quarter
We believe the yen will weaken substantially into the first quarter of 2001,
achievement quarters represent
That would represent back-to-back quarters of growth, a noteworthy achievement.
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Lindsey will assure the strong-dollar policy is intact, even if O'Neill from a business standpoint at Alcoa knows the benefits of a weak dollar.