David Gilmore
David Gilmore
David Gilmoreis an American session jazz guitarist...
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Japan increasingly needs a weaker yen to counter falling foreign demand and increased competitive pressures.
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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.
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We are near a point this month that could see the early arrival of the weak dollar trade.
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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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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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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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There is no immediate threat of intervention by the European Central Bank.
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Meanwhile, public works spending has caused a mountain of future liabilities to pile up, and without United States-like growth rates, paying them off is simply not in the cards.
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.
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.
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.
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Many of these countries are struggling to match rate hikes by the Federal Reserve,
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What we do know is somewhat reassuring, even if there are significant gaps in his international economic policy resume.
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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.