Ian Stannard
Ian Stannard
Ian Stannardis an English track and road racing cyclist for UCI ProTour team Team Sky...
dollar failure market meet peak perception putting rates reinforce renewed
Failure to meet market expectations here will reinforce the market perception that the peak in US rates is clear, putting the dollar under renewed pressure.
economy higher interest keeping moving outlook rates
The outlook for interest rates is still positive. Canada's economy is still moving ahead, keeping expectations of higher rates alive.
extremely hike looking looks main market meeting next rate strong time
The PCE deflator will be extremely important today. The market looks at this very much as one of Fed's main indicators. If it's strong the market will not only be looking for a rate hike at this meeting but next time around as well.
extremely hike looking market meeting next rate strong time
The PCE deflator will be extremely important today. If it's strong the market will not only be looking for a rate hike at this meeting but next time around as well.
building coming comments euro hike likely rate regarding seeing start top
Speculation regarding a ECB rate hike is likely to start building further, especially coming on top of the more hawkish comments we have been seeing from the ECB officials, so that will be euro supportive,
continue inflation market peak quite rates soft
If we see inflation to continue to come in on the soft side, then the market will intensify its speculation that the peak in U.S. rates is quite close.
adjustment believe dollar event further minutes peak putting rates seen suggesting
The minutes are a very important event today, with any adjustment suggesting that the peak in rates is close, as we believe it is, seen putting the dollar under further pressure.
fed hold near raising rates reasonably
The Fed will be pausing after raising rates in May. Sterling is going to hold up reasonably well in the near term.
comments economy european growth helped improving inflation raised rate requires thinks
They've raised their inflation and growth forecasts, which suggests that the ECB thinks the European economy is improving and requires more rate hikes. These comments have helped the euro.
concerned fed interest market possible rate whether
The market is still concerned about the interest rate and whether the Fed is on a possible pause.
dollar further hikes looking market rate supported
The market is now looking for some further rate hikes in the U.S. and that is going to keep the dollar supported in the near-term.
assuming couple decline euro hiking market next open rates
The market is assuming that the ECB won't be hiking rates in the next couple of months. The way is open for the euro to decline further.
both dollar negative potential provide
Both have the potential to provide dollar with negative surprises.
carry central drained driver excess global next year
We think next year will be a very different story as excess global liquidity, the driver for carry trades, is drained by central banks.