James McCormick
James McCormick
doubt doubts euro far plenty recovery rigor risks upside
On the ECB, the upside risks are far more imminent. To be sure, there are still plenty of doubts about the rigor of the recovery in the euro area.
bank canada canadian continued declines further point policy risks
Risks point to further declines in the Canadian dollar. The Bank of Canada has continued to soften its policy statement.
market risks upside
The market is underestimating the upside risks to the yen.
action amount outright talk tough
We still think the tough talk from the ECB will not amount to outright action.
case economic growth reasonably strong
There is a reasonably strong case for economic growth in Europe.
appetite continued decline equity foreign future path purchases sign telling
A continued decline in U.S. equity purchases will be a telling sign of foreign appetite for U.S. securities, and the future path of the dollar.
credit earned guy high returns
He was first guy to see the high returns that could be earned on credit cards,
attractive balances beginning countries developing external growing growth past relative sentiment shift six strong supports trend
The shift in growth sentiment supports a trend that has been developing over the past six months: namely, countries with strong external balances are beginning to look more attractive relative to countries with growing external deficits.
clearly dollar few news past weeks
The news out of the U.S. the past few weeks is clearly dollar positive.
advantage countries deficit enjoy premium rate yield
While deficit countries still enjoy yield advantage, the rate premium is narrowing.
asian currency doubt far looking turned year
Without a doubt, it's going to be a very disappointing year for those who have been looking for an Asian currency rally, ... turned out to be far too little.
although bias case hit major past strong taken towards
Our bias towards low-yielding currencies has taken a major hit over the past week, although we do not see a strong case for exiting the view.
bank ceos existing growth investing john rate rather rating revenue
If you were rating bank CEOs on investing for revenue growth rather than tweaking the existing system, John would rate way up there.