Harvinder Kalirai Signs Quotations

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.

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.

There are a few signs of cracks beneath the surface in the U.S. economy, starting with the weak durable goods and confidence figures last week, and now with the rise in oil.