Jesper Dannesboe
Jesper Dannesboe
along bulls buy continue cruise dollar economy good looking rate speed
The U.S. economy will continue to cruise along at a good speed so there's still going to be another two rate increases. We're dollar bulls and we're looking for opportunities to buy the dollar.
account assets buying current dollar european investors less pressure trading
Everything is trading off equities now. European investors are buying less U.S. assets and it's enough to put pressure on the dollar because of the current account deficit.
drawn last line pace sand slow view
Interestingly the BOJ hasn't intervened where it last intervened and that confirms our view that they haven't drawn a line in the sand and they want to slow the pace of appreciation.
cheapest funding half
At half a percent, that's still the cheapest funding in the world.