David Gilmore
David Gilmore
David Gilmoreis an American session jazz guitarist...
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Removing currency risk is key to getting Japanese investors to buy U.S. assets, which will help keep U.S. interest rates down.
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The market is not focused on imbalances, but rather interest rates and in the US right now they are high and getting higher across the yield curve.
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The Federal Reserve is nearing the end of its tightening cycle, and the European Central Bank could tighten more.
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The failure of reformers to wrest control of the ruling party away from Prime Minister Yoshiro Mori is widely seen as a setback for revitalizing Japan,
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No more turning away from the weak and the weary. No more turning away from the coldness inside. Just a world that we all must share. It's not enough just to stand and stare. Is it only a dream that there'll be no more turning away.
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It's rare to have a major current account dislocation in the United States, ... but it can happen.
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The message from Fed officials is clear: You don't take a record expansion and shut it off with two months of data. There is no risk of a hard landing.
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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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There is no immediate threat of intervention by the European Central Bank.
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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.
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A rate hike will be no panacea for the euro,
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You would have to be blind, deaf and dumb not to see that as pointing to a direction for the dollar.