126 Quotes by Lara Rhame

I don't think there's really any doubt the housing market remains extremely robust and growing. I had expected housing to fade. Now that we're out of recession, I don't really know what would knock it down at this point.

We're seeing Japan aggressively acting to keep the yen steady against the dollar and stop the process of broad dollar weakness from turning into broad yen strength.

I don't think there is a tremendous amount the Fed can do, but they can't stay on the sidelines. Unless the data stream improves, they have to cut rates.

We've seen markets get ahead of themselves in bonds and in currencies as well. There are signs that markets have now gotten too optimistic about not only the size of the U.S. recovery, but the speed; our medium-term forecast is still very much of euro strength and dollar weakness.

I don't see this as an inherently dollar-positive statement. We'll see much greater uncertainty around the Fed at least until the next meeting because this statement is so flexible.

We've seen markets get ahead of themselves in bonds and in currencies as well, ... There are signs that markets have now gotten too optimistic about not only the size of the U.S. recovery, but the speed; our medium-term forecast is still very much of euro strength and dollar weakness.

What I call a dollar crisis is when you have a big, negative feedback loop, with international investors spooked purely because of the currency, shedding U.S. assets, which would be more dollar negative, and it would just feed on itself,

I don't see the scope for the ECB to match the Fed in terms of raising rates and this will continue to support the dollar. The ECB tends to lag the Fed and even if they hike, the yield differentials are still favorable to the dollar.

When we started the year, the markets were reticent to buy into either a strong U.S. economy or the Fed raising rates to 5 percent. What has changed is the market's very stubborn resistance to accepting the fact that the dollar has a pretty high carry compared to the rest of the world.