David Gilmore
David Gilmore
David Gilmoreis an American session jazz guitarist...
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.
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,
economy fed funds moving neutral percent rate rule start stays thinking
We have to start thinking about the Fed moving from a neutral to a more restrictive policy. I wouldn't rule out a 6 percent Fed funds rate if the economy stays hot.