Manufacturing is recovering -- and the recovery, in fact, is accelerating.

If manufacturing is recovering [from] this drag on growth, which is already strong, it is probably going to raise some concerns at the Fed.

If the market begins to expect a more imminent end to the Fed's tightening cycle that would certainly remove the interest rate support for the dollar,

We don't think it'll be enough to halt a move at this month's FOMC meeting. We still look for the Fed go 25 basis points.

We don't think it'll be enough to halt a move at this month's FOMC meeting, ... We still look for the Fed go 25 basis points.

We're starting to see positive signs that the Japanese business cycle may be moving around. The dollar-yen should trade lower in coming months.