Kathy Lien
Kathy Lien
figures growth headline inventory january path solid
Overall, the headline figures are solid. January inventory figures are still on the path for solid growth in the first quarter.
indecisive longs market shorts
Euro/dollar longs and shorts are practically one-to-one right now, which indicates how indecisive the market is,
avoided bush happened market picked possible president thankful unknown volatility
In our opinion, the market should be thankful that we avoided a possible surge in volatility which could have happened if President Bush picked a more unknown candidate.
bulls control data dollar full taking
Dollar bulls have full control and are taking the data in stride.
account bad current deficit extremely number
We had an extremely bad current account deficit number this morning.
account bad brings clear current deficit extremely focus forefront huge number structural trade
We had an extremely bad current account deficit number this morning. Trade is going to be a very big focus this week. The huge number that we had for the fourth-quarter deficit brings it even more to the forefront because now we got clear structural deficiencies.
concern confused european lack market officials wants
You have jawboning from European officials and a lack of concern from U.S. officials. So the market is really confused with what it wants to do with the euro,
dollar expecting hikes primarily rate strength
We primarily see dollar strength because we're expecting one to two more rate hikes from the Fed. All that should be supportive.