13 ordspråk av David Durrant

David Durrant

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 I suppose we'll be looking at inflation now. This data suggests we're getting a little creep in inflation, but not enough to shake the Fed's thinking at all.

 If there was a surprise (in the GDP report), it was that the deflator and core PCE were revised up a bit. So, slightly slower growth than expected, although it's still a relatively robust 4.1 percent.

 It's very expensive to bet against the carry trade.

 Nothing will move the market dramatically until the payroll data comes out.

 On the one hand you've got electoral uncertainty in Germany, and on the other you're going to get a raise in (U.S.) rates tomorrow. It would be surprising if the dollar didn't strengthen today.

 People are still willing to buy U.S. debt. There is still a search for yield.

 Slightly higher inflation says to the Fed they have to remain with a tightening bias. The market is going to remain focused on payrolls at the end of the week. That's likely what is driving dollar strength.

 The currency markets are much more driven by activity and data coming out of Europe and Japan right now.

 The trade deficit will eventually be a factor in weakening the dollar.

 There's demand for these bonds from somebody who needs duration. The economic backdrop would suggest that buying 30-year Treasuries at 4.47 would end up being a painful trade.

 We continue to see strength in the Canadian dollar. Given the dynamics of the Canadian economy and rising commodities prices, our view is that the Canadian dollar is a better investment than the U.S. dollar.

 When you look at valuation problems at U.S. stocks and the stronger euro and worry about European companies, there is a good investor bias to continue to add to Asia exposure.

 You get the idea that the Fed's not quite done (raising rates).



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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.



Det är julafton om 216 dagar!

Vad är proverb?
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Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!




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