Removing currency risk is key to getting Japanese investors to buy U.S. assets, which will help keep U.S. interest rates down.
A rate hike will be no panacea for the euro,
We have to start thinking about the Fed moving from a neutral to a more restrictive policy. I wouldn't rule out a 6 percent Fed funds rate if the economy stays hot.
The market is not focused on imbalances, but rather interest rates and in the US right now they are high and getting higher across the yield curve.
The dollar is getting batted back and forth from U.S. data indicating that Fed will raise rates to data that indicates the opposite. I don't think there's enough data on the table for anyone to predict what the Fed will do.
Unless we get some more serious signs of demand slowing, the Fed is expected to raise rates again at its next meeting,
Many of these countries are struggling to match rate hikes by the Federal Reserve,
It looks like it will be a case of history repeating itself. The euro will head downhill after the rate rise.
It looks like it will be a case of history repeating itself, ... The euro will head downhill after the rate rise.
We believe the ECB will follow the Fed rate cut relatively quickly with one of its own,