Tohru Sasaki
Tohru Sasaki
certainly dollar fed fixated fully further gain ground hold investors markets phrase policy pricing rate saying
Investors are fixated by the upcoming Fed statement. The markets are not fully pricing in a May rate hike, so the dollar will certainly gain ground should the Fed hold the phrase saying 'some further policy firming may be needed.
expected fed funds market pricing rate start stronger supportive turn
If the U.S. indicators turn out stronger than expected this week, the market will start pricing in a fed funds rate of more than 5 percent. That should be supportive for the dollar.
bad dollar figures likely numbers push react thinking
Thinking about the market's dollar bullishness, even bad figures could push up the dollar. The dollar is likely to react to the numbers only on the upside.
abandon choose fall individual investors japanese massive reason
If these Japanese individual investors choose to abandon their massive holdings for one reason or another, the Kiwi could fall by more than 5 yen.
auction deficit demand easier foreign fund helped sell trade twin weaker
Should foreign investors, who have helped fund U.S. twin deficits, show weaker demand at the 10-year auction and the trade deficit widens, that may make it easier to sell the dollar.
bad dollar good rally sentiment since sure
Since sentiment is bad for the dollar I'm not sure if the dollar can rally on good data.
buy buying china continues dollars letting pace remain reserves rise small yuan
China is letting the yuan rise in very small increments, so the need to buy dollars remains. So long as it continues this policy, the pace of buying will remain constant, and its reserves will keep rising.
action brought exit following forward impact indicator interest market price rates release zero
The price action following the release of today's indicator suggests that as long as expectations for an exit from zero interest rates are not brought forward greatly, the impact on the market will be limited.
early economy figures good next outlook strong suggest support
Strong figures will support the dollar, as they suggest a good outlook for the U.S. economy from early next year.
advice april backs core easing exit forecast interest next rise sales shifted timing
The on-year rise in core CPI backs up our forecast of an exit from quantitative easing in April of next year, but the market's interest has shifted to the timing of an interest-rate hike.
change major unless
Unless there's a major event, it shouldn't really change anything.
dollar economy market numbers payroll recent sentiment toward unlikely weaker
U.S. payroll numbers are unlikely to give the dollar upward momentum, even if the numbers are good. Market sentiment toward the U.S. economy is worsening, buffeted by recent weaker data.
data dumped earlier later modest proved pushing strong
The data proved to be as strong as earlier expected, pushing the yen up briefly ... but the yen was later dumped after a modest upturn.
appreciation certainly change high monetary near number policy risks strong
A strong CPI number would certainly back up many players' expectations for a monetary policy change in April. Considering the high number of yen-short positions, there are risks for yen appreciation in the near term.