Andrew Pyle
Andrew Pyle
appears begin bond call market nervous report scenario
It's a wake-up call for the bond market, ... The bond market was nervous to begin with that the goldilocks scenario wasn't panning out, and this report appears to confirms that.
currency data impact move reflecting until watching
(It) comes down to watching the data, and data reflecting the impact of this move in the currency is not going to come out until we get into the summer.
economic further growth pressure remain retail sales support
If retail sales remain healthy, it will give further support to the economic growth in the first quarter. This put pressure on bonds.
deficit faster growing spent time
The U.S. deficit is growing faster than someone who spent too much time at the all-you-can-eat buffet.
agreement broad concrete details impression liberals party support tory within
There's probably broad agreement within the Tory party for that. There's no concrete details on that, but you get the impression that Conservatives would probably support that as well. Obviously, the Liberals would support it because it's their program.
economic focus generally positive run
It's really a day where you're going to focus on the U.S. economic story. But I think we should see a generally positive run today.
alongside appreciation currency growth kick seeing south
We are now seeing the lags from currency appreciation kick in, alongside more uneven growth south of the border.
consumer hitting witnessed
We are hitting the consumer with headwinds that we have not witnessed on record.