53 Quotes by David Gilmore

Japan increasingly needs a weaker yen to counter falling foreign demand and increased competitive pressures.

Japanese individual investors continue to shun risk, and the notion of putting money into foreign assets is repugnant.

Otherwise a spend-prone fiscal policy teamed with a pro-growth monetary policy could be problematic for the U.S. economy and currency ahead.

Removing currency risk is key to getting Japanese investors to buy U.S. assets, which will help keep U.S. interest rates down.

Look for the imbalances theme to get loads of attention at the G-7 meeting. Doing nothing elevates the risk of a disorderly adjustment.

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,

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.

Little is known about O'Neill's views on key policy issues such as the dollar and the proposed tax cut,

That would represent back-to-back quarters of growth, a noteworthy achievement.