The news out of the U.S. the past few weeks is clearly dollar positive.
There is a reasonably strong case for economic growth in Europe.
Without a doubt, it's going to be a very disappointing year for those who have been looking for an Asian currency rally, ... turned out to be far too little.
We're all passionate about what we do. But it shouldn't boil down to that.
It looks premature to be calling for an end to the tightening cycle.
The Asian currency rally has arrived, ... most Asian currencies should appreciate by a much larger margin against the dollar than other currencies.
A continued decline in U.S. equity purchases will be a telling sign of foreign appetite for U.S. securities, and the future path of the dollar.
We think the underlying momentum in the Fed policy story warrants more explicit long dollar exposure.
If you were rating bank CEOs on investing for revenue growth rather than tweaking the existing system, John would rate way up there.
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