Interestingly the BOJ hasn't intervened where it last intervened and that confirms our view that they haven't drawn a line in the sand and they want to slow the pace of appreciation.

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At half a percent, that's still the cheapest funding in the world.

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The market has overreacted, and we still think the Fed's going to keep going to 5 percent next year. Plus, we don't believe the ECB will raise rates very dramatically, and nothing like the Fed.

185

The U.S. economy will continue to cruise along at a good speed so there's still going to be another two rate increases. We're dollar bulls and we're looking for opportunities to buy the dollar.

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