Cameron Bagrie Message Quotations

He's delivering a warning shot. The message is that they don't appear to see any problem with having monetary policy in a restrictive stance for some time.

The lift in pricing intentions to their highest levels since late 2000 represents a clear warning shot. The message is one of pricing pressure and inflation risks. Monetary policy will remain in a restrictive stance.

The implicit message is that the U.S. dollar needs to go down.