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.
short
If you look at this from a directional standpoint, I think you'd look to be short of dollars.
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.
dollar markets modest seeing surprising
Markets had been going for a modest pullback. In that light, it is not surprising that we're seeing some dollar strength.
dollar mainly position seeing weaker
We're seeing a weaker dollar mainly because of position covering.