22 Quotes by Harvinder Kalirai

We're starting to see positive signs that the Japanese business cycle may be moving around. The dollar-yen should trade lower in coming months.

We're seeing a benign neglect in terms of the weakness of the Japanese yen. There's little reason for the Japanese to be worried because it seems the lower the yen gets the bigger the support it gives to exporters.

We did expect a sharp deterioration of the trade balance. The real story on the trade numbers is that the import surge reflects very solid domestic demand.

There are very early signs of (a manufacturing slowdown), but I don't think they're conclusive enough to halt the Fed from tightening policy further, ... But I think, ultimately, with the economy running hot and inflation on a clear upswing, we see headline inflation moving towards and perhaps even surpassing 3 percent as we head into next year.

July was much stronger than expected, but when you factor in the revisions to June, there's only a 0.4 percent increase ... I think these numbers are very close to consensus forecast.

Manufacturing is recovering -- and the recovery, in fact, is accelerating.

With the Fed stopping, and policy elsewhere in Europe and Japan going in the opposite direction, it should be relatively positive for the euro and yen.

We got the spark from the PPI today,

We think the Fed is going to tighten by the end of August.