Jun Kitazawa
Jun Kitazawa
comments expect faster fed four hikes point rate risk three
Fed officials' comments point to the risk of faster inflation. We expect three or four more rate hikes this year.
attracts dollar economy fed firm footing raise rate rates risk twice upside
There's more upside risk on the dollar as the rate differential still attracts buyers. The U.S. economy is on a firm footing and the Fed may raise rates at least twice by March.
bank bonds bring carry climbing foreign interest japan japanese outpouring raising rates shown slow supporting trades
Expectations of the Bank of Japan raising interest rates this year, as shown by climbing bonds yields, may slow down the outpouring of Japanese institutional investors' money. That will also bring about an unwinding of yen carry trades by foreign investors, supporting the yen.
fed housing markets raising reason remain seems supporting
It seems the U.S. housing markets remain overheated. This will give the Fed another reason to keep raising rates, supporting the dollar.
data dollar upside
I think the dollar will try the upside if the data are good, but I don't think it will find momentum.
attracts higher interest investors japanese rates
Japan's interest rates are still low. The rate- differential story still attracts Japanese investors to higher yielding assets.