Marios Maratheftis
Marios Maratheftis
basis buying doubts economic euro evidence german government market necessary people proceed
The market has its doubts that the new German government is going to be able to proceed with the necessary economic reforms, ... People aren't going to be buying the euro on the basis of this result, because we need to see some evidence that the new government will deliver.
buying euro market showing swiss textbook
The market is showing a textbook reaction, buying safe-haven currencies like the Swiss franc and euro and away from the dollar.
continue dollar dominating fed market rate short signals supporting term theme thinking until
The dominating theme in the market is yield. That's supporting the dollar and will continue to do so in the short term until the Fed signals it's thinking about the end of the rate cycle.
dollar driving expectation fed force hiking main pressure rates stop
The dollar is under pressure and the main driving force for this is the market's expectation that the Fed will stop hiking rates soon.
dollar risk start worse
The dollar is down because of anticipation of tensions in the region. When things start to get worse it's the dollar that weakens. It's more to do with risk aversion.
against dollar relatively seem
The dollar does seem relatively overbought, especially against the yen,
appreciate believe china continue currency gradual rid
The currency will continue to appreciate at a gradual pace. We don't believe China will get rid of its gradualist approach.