This will certainly heat up the debate at the central bank,

To outsiders he is a complete unknown. Will he have the skills to out-debate Blair?

My suspicion is that the dollar will remain relatively strong because, even if the ECB starts lowering rates, they've got a lot of catching up to do, ... The prognosis for the dollar remains cautiously optimistic.

I still believe, and I believe this quite strongly, that the manufacturing sector will, in fact, recover. This is only one month.

My suspicion is that the dollar will remain relatively strong because, even if the ECB starts lowering rates, they've got a lot of catching up to do. The prognosis for the dollar remains cautiously optimistic.

Aircraft is responsible for a lot of that decline. My suspicion is that the manufacturing sector will ease up, but the manufacturing recovery is still in place.