Tim Condon


Last quote by Tim Condon

Multilateralism is out. The U.S. administration will pursue its America First agenda through bilateral negotiations with countries running large trade surpluses with the U.S. Germany is one and in his meeting with German Chancellor Merkel, President Trump complained that the U.S. had been treated 'very, very unfairly' by its trading partners.
Mar 20 2017
This page is completely dedicated to what Tim Condon has to say. All of Tim Condon’s quotes are organized here by date and topic. The most recent quote attributed to Tim Condon came from an article called Fed rate moves could spell end to Asian easing: “Even if domestic conditions warrant a cut, fears about exacerbating financial market volatility will keep central banks cautious.”.
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Tim Condon quotes

We view China's authorities as more like Singapore's and we think it's a matter of time before macro prudential policy slows sales growth.

We think Cleveland Fed President Mester's reiteration of her hawkishness caused investors to re-interpret the implications of the previous day's manufacturing ISM report as signaling an increased likelihood of a December rate hike.

We do not consider the announced measures sufficient in themselves to stem dollar/tugrik buying. A regime change might be needed in order to halt the buying pressure.

Elevated JGB volatility historically is contagious and this time is no different.

The currency policy changes put in place after mid-January are showing a strict adherence to the basket peg. It is a more disciplined policy.

We think it would take a big food supply shock or energy price spike for CPI inflation to cross the central bank's 3 percent inflation red line.

The 18 percent month-on-month drop in global crude prices in January ensured that deep PPI deflation will persist until global oil prices stabilize long enough for a low-base effect to kick in, which would be toward the end of the year.

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