13 Quotes by David Durrant

On the one hand you've got electoral uncertainty in Germany, and on the other you're going to get a raise in (U.S.) rates tomorrow. It would be surprising if the dollar didn't strengthen today.

I suppose we'll be looking at inflation now. This data suggests we're getting a little creep in inflation, but not enough to shake the Fed's thinking at all.

We continue to see strength in the Canadian dollar. Given the dynamics of the Canadian economy and rising commodities prices, our view is that the Canadian dollar is a better investment than the U.S. dollar.

When you look at valuation problems at U.S. stocks and the stronger euro and worry about European companies, there is a good investor bias to continue to add to Asia exposure.

You get the idea that the Fed's not quite done (raising rates).

The trade deficit will eventually be a factor in weakening the dollar.

People are still willing to buy U.S. debt. There is still a search for yield.

There's demand for these bonds from somebody who needs duration. The economic backdrop would suggest that buying 30-year Treasuries at 4.47 would end up being a painful trade.

It's very expensive to bet against the carry trade.