James Malcolm Quotes

Ultimately he's likely to be forced to compromise more... there hasn't been very much in the way of backing down. - James Malcolm

There are quite a lot of push factors away from the U.S. and a lot of pull factors to Asia. - James Malcolm

The weaker the economy is, it makes it more difficult to push ahead with reforms... Clearing up the bad loan problem and reducing the deficit are deflationary. - James Malcolm

The sensitivity [to the United States] is going to be highest for equity markets and lowest for currencies, but even then you're going to get some sort of divergence happening. - James Malcolm

The measures have been a long time coming. There is still a lot of potential incentive for domestic capital flight. This should not just be a one-off rate hike. - James Malcolm

The house view is dollar/yen should be higher on carry trades. - James Malcolm

The economy remains extremely sensitive to external demand. Even if we have a pickup in external demand, it's going to be quiet for some time until those backups are cleared. - James Malcolm

The business environment has deteriorated significantly. The business sector is where things are the worst at the moment, particularly in the manufacturing sector. - James Malcolm

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