Samarjit Shankar
Samarjit Shankar
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.
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.