John Kyriakopoulos
John Kyriakopoulos
advantage continue fed percent therefore yield
The Fed is still going to 5 percent and therefore Australia's yield advantage will continue to narrow.
advantage declining dollar expensive higher metals north poor prices sentiment yield
Higher metals prices and poor US dollar sentiment are offsetting a declining yield advantage for the Aussie, but we still see it expensive north of $0.7500.
australian banks bond central dollar driven global hurt hurting interest major raising rates rise three
The Australian dollar is being hurt by the rise in global bond yields, driven by expectations all three major central banks will be raising interest rates this year. This is hurting commodities.
dollar euro fed half okay tough year
It will be a tough first half of the year for the U.S. dollar with the Fed peaking with rates. The euro will do okay in the first half on expectations the ECB will tighten rates.
added bond carry further japanese perception rose today trades yields
It's more of the same, with the perception that carry trades are being unwound, and that Japanese bond yields rose further today probably added to that trend.
australian bank bias dollar fed mild pushing reserve shift support
The Reserve Bank may shift to a very mild tightening bias which won't be enough to support the Australian dollar while the Fed is pushing up rates.
appetite bond bounce conclude economy foreign investors japanese proves purchases rising scenario stronger subdued yields
There is typically a bounce in such purchases and if this proves subdued this year, many investors will conclude that a stronger Japanese economy and rising bond yields has moderated Japanese investor appetite for foreign assets. This scenario would see the yen a lot firmer.
bank current cutting earlier plays rates reserve risks track zealand
It plays to the risks of the Reserve Bank of New Zealand cutting rates earlier than its current track suggests.
australian benign consumer disappear economy far hike likelihood news price rate report weigh
The news on the Australian economy has been far from upbeat. A benign consumer price index report will make the likelihood of another RBA rate hike disappear completely and this will potentially weigh on the Australian dollar.
australian commodity continued positive price
The commodity price story has continued to be positive for the Australian dollar.