Quotes by Peter Dixon

“The manufacturing sector might be bottoming out.”

“I think the reason that the U.S. would not want to be seen to be backing off from the strong-dollar policy is that it gives the markets the license to sell the dollar. And I think that obviously if we see a weakening economy and a weakening currency, that poses all sorts of problems for the administration and for the Fed.”

“Clearly German business sentiment has been on a decline since May last year and what we are seeing now is that German manufacturers are really feeling the impact of the global slowdown.”

“A second half recovery has already been priced in and we are well into the quarterly reporting season. The economic data due out this week will be pivotal and if it does come in worse than expected, there is scope for downside.”

“Economic data this week is likely to be reasonably positive, so this should give some support to stocks and boost hopes that the economy has turned the corner.”

“This is primarily a political move designed to bolster his chances of being elected leader of the Conservative Party. Clarke was looking increasingly isolated and clearly he has had to shift his views.”

“Weve seen higher inflation in the course of this year than perhaps was anticipated last year when wage deals were negotiated, ... Consequently thats eroded household purchasing power, and weve actually seen very sluggish consumer demand - which has been a big surprise.”

“Consumer confidence is not always well correlated to what consumers actually do with their money, so even if the data are weak, the market may shrug this off,”

“There is an indication that banks are viewing the upswing in the U.S. as being a bit more sustainable,”

“Weve seen higher inflation in the course of this year than perhaps was anticipated last year when wage deals were negotiated. Consequently thats eroded household purchasing power, and weve actually seen very sluggish consumer demand - which has been a big surprise.”