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. |