In the euro zone numbers have been better than expected. In respect to second half of the year the market is too cautious on the ECB and future rate hikes.

259

In general terms were are still in a $1.20/1.21 range for euro/dollar ... but the focus is moving away from concerns that the U.S. economy is slowing.

223

On the U.S. data front we did not get very reassuring numbers. To confirm market expectations in respect of Federal Reserve tightening this year, we need significantly stronger numbers.

222

It's still the aftermath of the jobs data, which came as a bit of a shock. For the dollar, now the focus is on wage inflation and inflation in general.

209

They may keep a zero interest rate policy for quite a while. They don't seem in a rush to make the first move.

177

Clearly you can speculate that 4.75 percent is not the end of Federal Reserve tightening and there is a good argument now that they go to five percent. People don't want to be dollar short at the moment.

153

The U.S. economy is still doing very well, and numbers out this week should be fairly solid. The dollar is going to be well supported.

147

The growing tension with Iran is likely to be dollar negative news.

108