21 ordspråk av David Mozina

David Mozina

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 All in all, developments on Rita and the G7 statement have not made me think the dollar rally will lose momentum anytime soon.

 All in all, developments on Rita and the G7 statement have not made me think the dollar rally will lose momentum anytime soon.

 Delving into Iran's export mix to see what possible disruptions may surface should the U.N. Security Council impose sanctions on Iran for non-compliant behavior, causing Iran to retaliate in the form of curbing oil exports, Japan is most exposed.

 Global investors still like dollar-denominated assets. The fundamentals still auger for dollar strength.

 I think it's great news for the dollar and it will probably solidify the strong upward moves that we are seeing in today's session.

 It is too early to write the dollar off just yet. I'm not convinced that the best is over for the dollar. The market has moved to a stance that is too dovish on the Fed.

 It seems almost on a daily basis yields are pushing higher in Japan.

 It was slightly dollar-positive. The price component, it's still bubbling. That is of concern to the Fed.

 New Zealand is one quarter away from recession. The New Zealand dollar is firmly embedded in a long-term decline.

 People are looking at any interest rate sensitive components as a precursor of what's to come.

 Recent data in Japan suggest that the risk is Japan will end its quantitative easing sooner. That is lending some support to the yen.

 The backdrop is very favorable and I would expect dollar strength in the lead up to the next FOMC meeting.

 The data provides enough ammunition for further Fed action but also confirms that the U.S. economy has legs.

 The dollar's gains are pretty much broad-based, with losses being led by the euro.

 The rate argument is coming back in a very forceful manner.


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