Daniel Katzive
Daniel Katzive
backdrop dollar global good growth needs remain
The dollar needs a good global growth backdrop to remain well supported.
aversion bit crude ease equity global helped markets moderate prices risk tone
The better tone in global equity markets as crude prices moderate a bit has helped ease risk aversion concerns, to the dollar's benefit.
continues cycle dollar economies exposed fed key leave policy second structural suspect
We suspect that the end of the Fed tightening cycle as policy tightening continues in the key low-yield economies will leave the dollar increasingly exposed to structural vulnerabilities in the second quarter.