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.
counter demand falling foreign increased japan needs weaker
Japan increasingly needs a weaker yen to counter falling foreign demand and increased competitive pressures.
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,
hug man
If he was here, I would hug that man for what he's done for me.
bank central europe european inflation swamped
Europe has double-digit unemployment and no inflation problem, ... Any European Central Bank tightening will be swamped by much more from the Fed.
caused future growth mountain paying pile public simply spending united works
Meanwhile, public works spending has caused a mountain of future liabilities to pile up, and without United States-like growth rates, paying them off is simply not in the cards.
case downhill euro head history looks rate repeating
It looks like it will be a case of history repeating itself, ... The euro will head downhill after the rate rise.