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 Ashraf Laidi - “The metals and gold prices are already telling you that there's an inflation risk. So if they're going to push the dollar weaker, the risk of inflation could be sparked even higher if the dollar falls and oil prices remain at the level they're right now.”
 Ashraf Laidi - “It's good for the U.S. to see a relatively weaker dollar, but it's not a good idea for the U.S. Treasury to signal it wants a weaker dollar. The decline in the U.S. currency could be faster than they wish.”
 Ashraf Laidi - “The report came in below the psychologically important 60 billion figure many had been expecting due to mounting oil imports.”
 Ashraf Laidi - “They don't want to do that signal that it wants a weaker dollar at a time when interest rates are already near the level where the Fed wants them and at a time when inflation risks remain. The Fed will be unable to push interest rates much much higher when the U.S housing sector has already begun to slow down.”
 Ashraf Laidi - “After the Fed comes out with its rate hike, and when it communicates to the market that it's satisfied with where rates are for the time being, then we may go back to focusing on the deficits.”
 Ashraf Laidi - “Given the aforementioned dynamics, it is more probable for the U.S. trade deficit to continue soaring to record highs than it is probable for foreign capital flows to keep up with swelling imbalance,”
 Ashraf Laidi - “(The Canadian dollar) has been a big play from overseas players, especially those who are wanting to play it against the Japanese yen to take advantage of the carry trade, which is right now beginning to overturn.”
 Ashraf Laidi - “This does not mean that currency markets have completely eliminated all concerns about the trade deficit when assessing the dollar,”
 Ashraf Laidi - “This was a key auction for the dollar as it relieves worries of successful financing of the swelling trade gap.”
 Ashraf Laidi - “Given the aforementioned dynamics, it is more probable for the U.S. trade deficit to continue soaring to record highs than it is probable for foreign capital flows to keep up with swelling imbalance.”
 Ashraf Laidi - “Today's trade figures are a stark reminder to the structural deficiencies of the U.S. economy and the reason for our negative dollar outlook for the year despite (its) recent bounce.”
 Ashraf Laidi - “After the dollar got hit most of last week following the record U.S. current account deficit, coupled with violence in Iraq and Saudi Arabia, players are now looking to partially unwind their dollar shorts and await tomorrow's ZEW (economic sentiment) survey out of Germany.”
 Ashraf Laidi - “After the dollar got hit most of last week following the record U.S. current account deficit, coupled with violence in Iraq and Saudi Arabia, players are now looking to partially unwind their dollar shorts and await tomorrow's ZEW (economic sentiment) survey out of Germany,”
 Ashraf Laidi - “Markets could see higher risk of slowing activity from a recurring increase in oil prices. In that case, the Fed will safely close the first chapter of the tightening cycle and move to 'wait' mode. Such a plausible scenario would be a negative for the dollar.”
 Ashraf Laidi - “We can expect to see worse numbers to come. The simple reason is when there is a rise in oil prices that increase in oil price for a particular month does not tend to spill over into the trade deficit until the next month.”
 Ashraf Laidi - “We expect the yield curve to invert further as long as US stocks continue to show no signs of a retreat and the Fed is priced to tighten.”
 Ashraf Laidi - “Markets always have a tendency to overreact when they have news,”
 Ashraf Laidi - “Markets always have a tendency to overreact when they have news.”
 Ashraf Laidi - “The combination of cold winter weather and a potential stand-off in the Arabian Gulf in the event of a military strike on Iran is causing many oil analysts to expect 80 per barrel oil as early as this quarter.”
 Ashraf Laidi - “The press conference by the ECB is going to be hawkish and the president is going to make sure to add the words 'being vigilant,' regarding inflationary expectations.”
 Ashraf Laidi - “The press conference by the ECB is going to be hawkish and the president is going to make sure to add the words 'being vigilant,' regarding inflationary expectations. That could actually increase the chances of a March rate hike.”
 Ashraf Laidi - “The latest change in rhetoric -- especially from the previously reluctant government officials -- increases speculation of a March policy shift.”
 Ashraf Laidi - “Given the declining trend in net foreign purchases of the past five months, we doubt whether these would be sufficient in covering the 55.8 billion trade deficit, ... In that case, markets should expect intensifying damage for the dollar.”
 Ashraf Laidi - “The speech is as expected. He opens the door basically for further interest rate hikes. It shows he totally agrees with the last FOMC statement that said short-term interest rates hikes 'may' be needed.”
 Ashraf Laidi - “Today's data are very heartening, especially after Alan Greenspan yesterday played down any potential risks that the United States is having difficulty in financing its trade deficit.”

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