[Currency analysts attributed the dollar's move to the continuing strength of the U.S. economy.] Clearly the movements are directly related to the [U.S. Federal Reserve] action, ... You still want to be long on the dollar, even at $1.0250, and we are going to see a few more lifetime lows for the euro. |
A continued decline in U.S. equity purchases will be a telling sign of foreign appetite for U.S. securities, and the future path of the dollar. |
Although political risks in Brazil linger, real yields are still very high relative to the rest of the world and the trade surplus has continued apace into 2006. |
Growth is beginning to slow among the countries that maintain current-account deficits. In their place, sentiment is picking up strongly in countries that enjoy solid external surpluses. |
He was first guy to see the high returns that could be earned on credit cards, |
If you were rating bank CEOs on investing for revenue growth rather than tweaking the existing system, John would rate way up there. |
It looks premature to be calling for an end to the tightening cycle. |
It's not just the Fed anymore. The room for surprise on ECB policy is much bigger than a month ago. |
On the ECB, the upside risks are far more imminent. To be sure, there are still plenty of doubts about the rigor of the recovery in the euro area. |
Our bias towards low-yielding currencies has taken a major hit over the past week, although we do not see a strong case for exiting the view. |
Risks point to further declines in the Canadian dollar. The Bank of Canada has continued to soften its policy statement. |
Significant moves in oil prices have historically proven to be a significant negative for Asian currencies, to the extent that higher energy prices can hurt external balances and put a brake on growth in the region. |
The Asian currency rally has arrived, ... most Asian currencies should appreciate by a much larger margin against the dollar than other currencies. |
The dollar looks likely to continue ignoring the deterioration of its external backdrop for some time. |
The dollar still hasn't finished its move up. |