Daniel Katzive
Daniel Katzive
begins coming data dollar economics likely renewed slow team
If US data begins to slow markedly in the coming weeks, as our US economics team suspects, the dollar is likely come under renewed pressure.
australian continued dollars expense high morning strengthen zealand
The yen continued to strengthen this morning at the expense of high yielding currencies such as Australian and New Zealand dollars as well as the US dollar.
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.
adjustment dollar interest weakness week
There's more to the dollar weakness this week than just an adjustment in interest rates.
continued continuing currency dollar equity interest market rate respond shift tone work
The dollar is continuing to respond to the new shift in tone from the FOMC yesterday, and that has continued to work through, not only on the currency market but also on the interest rate and equity markets.
boost borrowers costs course currency funding lowest yield
It's got to be the yen. That is the currency with the lowest yield and borrowers can be comfortable that the BOJ is not going to significantly boost their funding costs over the course of the year.
continued dollar fed markets price reason staying strong
The reason the dollar is staying strong is because markets have continued to price in more Fed tightening.
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.