The trade deficit certainly came in worse than expected. It was largely energy influenced but I don’t think that should detract from the overall deterioration of the external balance. The dollar was already on the...

The risk of intervention may have increased, but it is still not likely,

The strong U.S. economy was behind the dollar’s rally, so signs of slowing are hurting the dollar,

The current administration has allowed market forces to determine the dollar’s level, although there has been some intervention,

The dollar has strengthened even as Federal Reserve tightening expectations have been scaled back.

In recent years, the U.S. economy has consistently outperformed expectations,

If the euro threatens to drop below its previous lows, there could be more intervention,

There will be a lot of talk, but not a lot of position taking until the election results are known.

The market hasn’t paid much attention to the trade data, but at some stage, they will be a factor.

I don’t see any quick fix for Japan. Rather than having turned the corner, it appears that Japan’s economy isn’t going to recover any time soon.

While there have been some obvious signs of slowing in the U.S. economy, market participants want to see additional evidence confirming the slowdown,

The dollar is trading close to a record high against the euro, … And the euro could be vulnerable to soft European economic data.

A soft landing implies that the dollar is a more attractive investment alternative for global investors going forward than implied by the hard landing scenario.

The euro is doing fine. It is consolidating, but in general will continue to strengthen.

The imbalances in the economy haven’t been corrected, but they are on the way to being corrected. Productivity could be on a permanently rising trend.

The outlook for the euro is to strengthen,

The market is far from convinced about the sustainability of the recovery in Japan.

Intervention can play a role, so long as it doesn’t become too predictable. You want to keep the market guessing.

There’s no reason to think that the latest political developments will correct those imbalances.

The rise in the yen is becoming more problematic,

The market has come to realize that any European rate hikes won’t measure up to what is coming from the Fed,

Higher rates will dampen growth, which would be negative for the euro.

A weaker yen is one of the only levers left to pull, and it’s being pulled.

He diminished the threat of intervention, and the market was then less fearful, and more willing to short the euro,

It may be difficult for the dollar to sustain the overbought levels it reached against the euro in the past year,

Intervention can be effective in the short term, but it doesn’t do much to arrest the bigger issues. The market would appreciate structural reforms, such as tax reform, labor reform and pension reform.

Few thought the United States would come in to begin with.

The price action of the past 10 years shows that while Japanese investors have been sellers of foreign securities from January to March, this has not been consistent with a strengthening of the yen.

The 50-basis-point increase in May, combined with the previous moves by the Fed, and weaker economic data should encourage them to wait.

But we think there are still some more weak economic data in the pipeline.

In the past, a number like that could have hurt the euro. But sentiment has changed now with the euro trending higher.

I think it may have weighed marginally on the dollar. I don’t know if you’re seeing any sustained effect on the currency.

We still think the yen is going to weaken further.

Buying euros and selling yen is a better way to trade the euro recovery story,

Suppose they are really successful in weakening the dollar. This could put downward pressure on U.S. asset markets ahead of the election.

We expect a softer tone to the data after the weakness in the August employment report,

The situation for Japan’s life insurers raised concerns about the financial sector in general, as well as the implications it could have for the Japanese economy,

The dollar is performing well across the board, and capital flows are still very much a factor,

There are still some signs of tightness in the labor market.

The annual deficit is going to get some press, given it’s a new record. But it’s not going to surprise economists and foreign exchange markets who have been following this for a while.

The European Central Bank is worried that weakness in the euro will result in inflation.

It is premature to believe that Middle East tensions have been resolved or that the equity markets have bottomed out,

The FOMC is likely to see balanced risks in the economy, with the threat of a sharp slowdown about equal to the threat of inflation,

The downgrade was not a big shock. It had been rumored for months,

It’s obvious the market isn’t buying into a weak U.S. economy story despite the unexpected softness in Friday’s data.

The euro rallied from mid-May to early June on the slower U.S. growth story,

The G-7 finance ministers could issue a statement saying, ‘We share Europe’s concern with the weak euro,’

Hourly earnings rose 0.4 percent, which is a pretty strong rise, and the unemployment rate fell back to 4.0 percent.

It’s not helpful for the dollar, but again, it’s not much of a surprise.

[The jobs number] doesn’t change the perception that the U.S. economy is working through the slowdown and that it will continue working it out for the rest of the year,