Many of these countries are struggling to match rate hikes by the Federal Reserve
David Gilmore
I think [Fed Chairman Alan] Greenspan owes it to his successor and financial markets to stand firm on inflation amidst rising inflation expectations by hiking and largely sticking with the previous statement rather than catering to politicians and any pro-growth inclinations by either pausing or hiking and issuing a dovish statement
hiking expectations politicians stand rising inflation
Otherwise a spend-prone fiscal policy teamed with a pro-growth monetary policy could be problematic for the U.S. Economy and currency ahead.
economy currency
While we have said all along that the foundation for the U.S. Expansion is dodgy, as long as it is what it is, we expect to see the dollar and Treasury yields -- and fed funds -- move up.
expansion foundation
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.
market interest
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.
world dream share stand inside coldness weak
Europe has double-digit unemployment and no inflation problem,.. Any European Central Bank tightening will be swamped by much more from the Fed.
problem europe inflation unemployment
There is no immediate threat of intervention by the European Central Bank.
threat
European companies are flush with cash and they want to own market share in the United States,.. They want to own the 'new economy.'
market share economy cash
You must log in to post a comment.
There are no comments yet.