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Letter "J" » Jeremy Stretch Quotes
«We probably are at the bottom of the economic cycle and that would suggest that there is some modest light at the end of the tunnel particularly in terms of an improving export backdrop. The euro is at a much more competitive level than we were seeing at the tail end of last year.»
«The fact that two ministries that are key to reforms are not in the hands of the CDU is fairly disappointing. With the risks of policy paralysis, it's another reason to stay away from the euro.»
«The narrowing in the spread between two-year bunds and Treasuries is very important, as the interest-rate spread argument is one of the main arguments driving the dollar. I don't think we will have enough momentum to power aggressively against the euro by the end of the year.»
«Interest rates, I think, will start to fall in the U.S. in 1999, suggesting that the Euro will outperform the dollar in the early stages.»
«Ultimately, the ECB will lower rates. I don't think they wanted to be forced into doing it.»
«The market is getting bulled up on the China angle once again and dollar/yen has followed that.»
«There's scope for the euro on the downside especially if the riots continue. It's another reason to sell the euro.»
«The U.S economy is continuing to grow strongly and so there's plenty of justification for the Fed to keep raising rates. The dollar's pre-eminence is going to be maintained against the yen and the euro.»
«I think probably yesterday's move was a little bit overdone but obviously we've broken through some reasonably sizeable technical levels and that does beg the question as to whether there is a bit further to run.»
«There's a growing perception that 4.5 percent is not going to be the peak in the current cycle.»

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