Todd Elmer
Todd Elmer
april begin easing forecast interest months several
There are expectations for quantitative easing to end in April - that's our forecast too - but it will probably take several months (after that) before they begin tightening interest rates.
dollar mainly position seeing weaker
We're seeing a weaker dollar mainly because of position covering.
china currency easier name scope singled
It's easier to name China a currency manipulator now that they have been singled out on an international stage. There is considerable scope for the yen to strengthen.