17 Quotes by Carsten Fritsch

People have got high hopes for this number, to justify some of the bigger expectations for Fed rate increases we've seen develop this week. No one's going to want to put on big bets before the report though.

We don't expect another rate cut ..., but there is still the risk that rates might be cut again at some point if the economy should slow further.

Today's decision means the end of zero interest rate policy is coming closer. Less liquidity is available for yen carry trades and that should be positive for the yen.

We would need a very bad trade number to hurt the dollar against the euro, given positive dollar sentiment at the moment.

The structural problems have not improved and the trend is still to higher deficits. That presents a risk for the dollar.

People are unwinding short yen positions ahead of the BOJ meeting. Some market participants are speculating on what kind of the language and economic assessment would come out of the meeting.

The move in the yen has spilled over on the perception the dollar will continue to gain as the Fed keeps raising rates.

A coalition of this kind would hurt the reform process considerably, and that's worrying the market. I'd expect to see further euro weakness ahead of the election.

It's the continuation of unwinding of yen short positions following further comments from Japanese officials. This time it was the government official, which suggested the government may agree with the BOJ to change policy.