John Kyriakopoulos

John Kyriakopoulos
australian bank bias dollar fed mild pushing reserve shift support
The Reserve Bank may shift to a very mild tightening bias which won't be enough to support the Australian dollar while the Fed is pushing up rates.
bank concerns curb easing inflation near reserve
Heightened inflation concerns could curb expectations of an easing from the Reserve Bank in the near term.
bank current cutting earlier plays rates reserve risks track zealand
It plays to the risks of the Reserve Bank of New Zealand cutting rates earlier than its current track suggests.
australian benign consumer disappear economy far hike likelihood news price rate report weigh
The news on the Australian economy has been far from upbeat. A benign consumer price index report will make the likelihood of another RBA rate hike disappear completely and this will potentially weigh on the Australian dollar.
bulls concerns dollar economic growth inflation keeping monetary risks
Heightened concerns over inflation risks in the U.S. and a consequent monetary policy-induced slowdown in economic growth are keeping U.S. dollar bulls in check.
dollar euro fed half okay tough year
It will be a tough first half of the year for the U.S. dollar with the Fed peaking with rates. The euro will do okay in the first half on expectations the ECB will tighten rates.
advantage declining dollar expensive higher metals north poor prices sentiment yield
Higher metals prices and poor US dollar sentiment are offsetting a declining yield advantage for the Aussie, but we still see it expensive north of $0.7500.
australian banks bond central dollar driven global hurt hurting interest major raising rates rise three
The Australian dollar is being hurt by the rise in global bond yields, driven by expectations all three major central banks will be raising interest rates this year. This is hurting commodities.
bonds dollar life report shift supported
A report that Nippon Life may shift away from U.S. dollar bonds has also supported yen buying.
australian commodity continued positive price
The commodity price story has continued to be positive for the Australian dollar.
added bond carry further japanese perception rose today trades yields
It's more of the same, with the perception that carry trades are being unwound, and that Japanese bond yields rose further today probably added to that trend.
appeared australian carry concerns earlier interest japanese rates reverse rising supported
Perceptions that Japanese interest rates would not be rising much appeared to reverse earlier concerns about an end to carry trades, which supported the Australian dollar.
appetite bond bounce conclude economy foreign investors japanese proves purchases rising scenario stronger subdued yields
There is typically a bounce in such purchases and if this proves subdued this year, many investors will conclude that a stronger Japanese economy and rising bond yields has moderated Japanese investor appetite for foreign assets. This scenario would see the yen a lot firmer.
currency flows meet moves small
As such, currency moves are being exaggerated as small lumpy flows meet low liquidity.