Samarjit Shankar
Samarjit Shankar
argument continue cyclical factors rate support
For now, the rate support argument and cyclical factors will continue to support the dollar.
basis cycle dollar fed impact minutes release weekly
The Fed is nearing the end of its tightening cycle and on a weekly basis the release of the minutes may impact the dollar negatively.
effects energy fed higher maintain raising secondary soon view
It's too soon to write off the secondary effects of higher energy costs. We maintain the view that the Fed is going to keep raising rates.
form political situation weigh
This is going to weigh on the euro. The political situation is now up in the air, and there's going to be a lot of jockeying to form a coalition.
continue dollar growth interest rate supported
The dollar will continue to be supported by growth and interest rate differentials.
bears data dollar scratch surface tried
The dollar bears have tried to get a foothold but they have not been successful. You scratch the surface of the data and you say, it's not all that bad.
close dollar fed looking period
We are looking for a period of disappointment for the dollar on the realization that the Fed is close to pausing.