Tohru Sasaki
Tohru Sasaki
advice april backs core easing exit forecast interest next rise sales shifted timing
The on-year rise in core CPI backs up our forecast of an exit from quantitative easing in April of next year, but the market's interest has shifted to the timing of an interest-rate hike.
change major unless
Unless there's a major event, it shouldn't really change anything.
dollar economy market numbers payroll recent sentiment toward unlikely weaker
U.S. payroll numbers are unlikely to give the dollar upward momentum, even if the numbers are good. Market sentiment toward the U.S. economy is worsening, buffeted by recent weaker data.
downward flows leaning money selling trend
The dollar's downward trend should continue, as real money flows are leaning on the selling side,