Tim Mazanec
Tim Mazanec
dollar fed risks
The risks for the dollar are probably pretty even going into this Fed meeting.
comments data fed indicative stronger suggest though wait
Even though the data has been inflationary and indicative of a stronger economy, comments from the Fed suggest they're going to wait and see.
cause consistent fed help higher hikes inflation rate risk somewhat view worried yields
We are getting a consistent view from the Fed now that they are somewhat worried about the risk of a higher inflation rate. That is going to cause more rate hikes to come and higher yields will help the dollar.
banks central continued dollar fed move outweigh rate reasons whereas
There are continued expectations of more Fed rate increases, whereas with other central banks we may only see a one- off move here and there. The reasons to be in the dollar outweigh any other currency.
costs fed increasing initially labor pause sooner unit
If unit labor costs are not increasing as much as we initially expected, that would get the Fed to pause (rate hikes) sooner than expected.
aggressive dollar fed gains lead remain
The dollar should remain firm. The ECB may not be as aggressive as the Fed and that should lead to dollar gains in 2006.
fed focused potential rather sooner
The market's focused on the potential for the Fed to pause. That could be sooner rather than later.
fed june meetings next
Come the Fed meetings around April, May, June next year, this may have an impact.
matter momentum picking
It was all one way. It was just a matter of momentum picking up after 8 a.m..
closer dollar dove evidence hawk neutrality risk
The risk if you are a dollar hawk is they show they are closer to neutrality and if you are a dollar dove that they show no evidence of being done.
clear mistake shift trend
There's shift in ranges, but still nobody's going to mistake this for a clear trend reversal or anything.
balance forecasts percent push toward trade
The trade balance was narrower than expected, so that should push most (U.S.) GDP forecasts toward 5 percent in the first quarter,
meeting per point quarter rest view year
This reiterates the view of many that a quarter point per meeting for the rest of this year is in the cards,
came higher hikes price rate
The price index came in higher and that kind of confirms expectations for at least two more rate hikes from the Fed.