Callum Henderson
Callum Henderson
cheapest inevitably regain
The yen is the cheapest it has been for 20 years and will inevitably regain ground.
albeit continue expect fed taiwan
We expect the CBC to continue to tighten, albeit slowly, even after the Fed stops. We like the Taiwan story a lot.
dollar expect fed fully market percent pricing raise rates receive risk support
We expect the Fed to raise rates to 4.75 percent in March. The market isn't fully pricing this in, so it suggests a risk the dollar will receive support in the short-term.