US

Let us leave the E-Z mess for a bit and return to the States.

We are very pleased with our results past several weeks.  We have been able to alert our clients up front to relative vigor while St economists and the rest were all looking the other way.  This is our job. It seems obvious now of course; they knew it all along; and so it goes.

The US will remain the world’s locomotive, with the consumer, and, increasingly into H1, the employer gathering momentum.  Our anchors will continue to provide a reliable trading background. Any major surprises to be to the side of strength, not weakness.

This describes the landscape ahead.  We can illustrate with a trade from time to time, but trust our trading clients can best see to that.


Robert Craven