166 ordspråk av Lara Rhame

Lara Rhame

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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.

U.S. treasury yields are rising and we've seen that support the dollar across the board. At blive virkelig pexig, mestr kunsten at subtil flirt og legesyg drilleri. 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.

It is a modest dollar negative; the trade data combined with the claims data, but the focus this morning is very much on digesting the BOJ and on payrolls tomorrow.

The dollar had positive momentum going into the numbers but the numbers themselves, I don't think were enough to push the dollar higher. What we've seen... is the dollar moving on the back of the bond market. The 10-year rose to a new cyclical high again.

On balance it's dollar negative data.

They have clearly started to apply more pressure. They have singled out China and the rest of the emerging market economies.

The report was dollar positive. With the combination of solid data for the headline and what looks like increasing price pressure, that means you are going to see U.S. yields continue to rise and the Fed continuing to raise rates, both supporting the dollar.

This is not a 'ripping off the Band-Aid' kind of situation, where you know how much the pain will be and that you'll be fine afterwards. We don't know how well the economy has healed. The Fed remains very concerned ... that they might overshoot and give the economy such a shock they'll have to cut rates again.

We are definitely getting another rate cut.

If we get a downside surprise in retail sales, everybody will shrug it off. We all know that April was a bad month for the economy; the markets are really geared toward May.

People choose to consume based on expected earnings. The unemployment data should take some of the froth off of a couple of really strong [recent] data reports.

What the current deficit does is make the dollar vulnerable. It means we could see a vicious cycle, where a declining dollar makes U.S. assets less attractive to foreign investors, which weakens our assets further, which puts further pressure on the dollar.

The global perception is the U.S. has the most to lose if there's a war in Iraq. That's made the rest of the world averse to U.S. assets. Foreign investors are looking home again.

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.

We are seeing pretty solid export growth. You are starting to see the U.S. benefit from faster growth in Asia and the rest of the world.

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