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 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.

If the market begins to expect a more imminent end to the Fed's tightening cycle that would certainly remove the interest rate support for the dollar,

We don't think it'll be enough to halt a move at this month's FOMC meeting. We still look for the Fed go 25 basis points.

We don't think it'll be enough to halt a move at this month's FOMC meeting, ... We still look for the Fed go 25 basis points.

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.