Japan is really the industrialized country most heavily dependent on oil imports, ... so the most direct impact of higher oil prices is on the Japanese yen.

298

Today's disappointing labor report supports the notion that the emerging soft patch in the U.S. economy is here to stay.

266

Given the declining trend in net foreign purchases of the past five months, we doubt whether these would be sufficient in covering the $55.8 billion trade deficit, ... In that case, markets should expect intensifying damage for the dollar.

190

After the Fed comes out with its rate hike, and when it communicates to the market that it's satisfied with where rates are for the time being, then we may go back to focusing on the deficits.

151

Today's trade figures are a stark reminder to the structural deficiencies of the U.S. economy and the reason for our negative dollar outlook for the year despite (its) recent bounce.

139

With our trading partners slowing down, they're not going to demand a lot of exports from us.

122

This does not mean that currency markets have completely eliminated all concerns about the trade deficit when assessing the dollar.

105

The consensus among currency traders for a continuing weakening of the dollar is overwhelming.

100

This last comment is crucial, especially when the U.S. Congress last night rejected restrictions on tax cuts and spending, and raised the federal debt limit by $800 billion, to $8.18 trillion.

48