Lara Rhame
Lara Rhame
across continue data dollar economic remains rising seen solid strong support treasury yield yields
U.S. treasury yields are rising and we've seen that support the dollar across the board. The dollar remains strong on the back of solid U.S. economic data and expectations that the 10-year yield is going to continue to go higher.
dollar euro everybody remain result spinning strength strong trends
Everybody is spinning it in their own direction, ... The end result is the same trends remain in place: dollar weakness, euro strength and the yen strong, but not so strong as the euro.
building case consumer finally growth income seen slow slowing spending strong
The consumer is finally winding down. We've seen income growth slow somewhat, and we have enough headwinds building that we can make a strong case for spending slowing markedly.
building case consumer finally growth income seen slow slowing spending strong
The consumer is finally winding down, ... We've seen income growth slow somewhat, and we have enough headwinds building that we can make a strong case for spending slowing markedly.
building components furniture given housing robust stronger
You had big components down that should not be down, such as appliances, furniture and building materials. These should be stronger given the robust housing market.
business convinced leaders maintained means numbers sales strong
What this means is that business leaders are not convinced that strong sales numbers will be maintained on or at the same level.
absorb economy effects fed hike national people rate seem seems strong
Most people at the Fed seem to feel that the national economy is strong enough to absorb the effects of Katrina. That to me seems that you will not see the Fed rate hike derailed.
accepting buy carry changed compared dollar economy either fact fed high markets raising rates resistance rest strong stubborn
When we started the year, the markets were reticent to buy into either a strong U.S. economy or the Fed raising rates to 5 percent. What has changed is the market's very stubborn resistance to accepting the fact that the dollar has a pretty high carry compared to the rest of the world.
data economic european impact large markets phase scenario solid taking traders widely
We're getting to a phase where European data could have more of an impact because a solid U.S. economic scenario is so widely expected. The markets are also very thin, so traders aren't taking on large amounts of risk.
alert conclude evidence fed seeing slow wait
We are seeing a slowdown, but we're not necessarily seeing a slow economy. The Fed is still going to be on alert for inflation, and we're going to have to wait and see more evidence before we can conclude that it isn't a threat.
alert conclude evidence fed seeing slow wait
We are seeing a slowdown, but we're not necessarily seeing a slow economy, ... The Fed is still going to be on alert for inflation, and we're going to have to wait and see more evidence before we can conclude that it isn't a threat.
acting against broad dollar japan process seeing steady stop turning weakness
We're seeing Japan aggressively acting to keep the yen steady against the dollar and stop the process of broad dollar weakness from turning into broad yen strength.
ahead bonds dollar euro forecast gotten markets optimistic seen signs size strength themselves
We've seen markets get ahead of themselves in bonds and in currencies as well. There are signs that markets have now gotten too optimistic about not only the size of the U.S. recovery, but the speed; our medium-term forecast is still very much of euro strength and dollar weakness.
ahead bonds dollar euro forecast gotten markets optimistic seen signs size strength themselves
We've seen markets get ahead of themselves in bonds and in currencies as well, ... There are signs that markets have now gotten too optimistic about not only the size of the U.S. recovery, but the speed; our medium-term forecast is still very much of euro strength and dollar weakness.