David Gilmore
David Gilmore
David Gilmoreis an American session jazz guitarist...
economic gaps policy somewhat
What we do know is somewhat reassuring, even if there are significant gaps in his international economic policy resume.
hug man
If he was here, I would hug that man for what he's done for me.
aggregate anyone assess difficult due markets red
Markets become disorderly due to aggregate psychology. That's difficult for anyone to assess at any time, but you look for red flags, like significant overreactions to data,
assure benefits business knows policy standpoint weak
Lindsey will assure the strong-dollar policy is intact, even if O'Neill from a business standpoint at Alcoa knows the benefits of a weak dollar.
defined japan
In other words, Japan may now be in a technically defined recession.
emerging global government major opportunity period trading virtually
It's become virtually an unprofitable period for most institutions trading major currencies and government bonds. The real opportunity has come from commodities, global equities and emerging markets.
deaf direction dumb pointing
You would have to be blind, deaf and dumb not to see that as pointing to a direction for the dollar.
expansion fed hard message months officials record risk shut
The message from Fed officials is clear: You don't take a record expansion and shut it off with two months of data. There is no risk of a hard landing.
bullish market
The market is pretty bullish on the dollar,
currency economy fiscal monetary otherwise policy
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 fiscal hello higher next slowing stimuli welcome
If there is any significant slowing in the U.S. economy in the next 12 months, it will be good-bye surpluses and hello big fiscal stimuli and deficits, and welcome higher U.S. rates,
economic improved outlook suspect
But we suspect that by the end of March, the U.S. economic outlook will have improved and Japan's will have deteriorated.
chart oil
The chart of oil priced in euros is not a pretty picture,
dollar issues key known policy proposed tax views
Little is known about O'Neill's views on key policy issues such as the dollar and the proposed tax cut,