Derek Halpenny
Derek Halpenny
buying interest obvious rate
There is no more obvious way to play interest rate differentials than buying dollar/yen.
continuity dollar interest means number objective rate stress
His number one objective will be to stress continuity. Continuity means more interest rate increases, so that means the dollar can keep going up.
gasoline negative oil prices rising
Rising oil and gasoline prices are negative for the dollar.
banking crisis few last realistic time view
A banking crisis is a more realistic view than at any time in the last few years.