42 Quotes by Ian Stannard

We think next year will be a very different story as excess global liquidity, the driver for carry trades, is drained by central banks.

Both have the potential to provide dollar with negative surprises.

Speculation regarding a ECB rate hike is likely to start building further, especially coming on top of the more hawkish comments we have been seeing from the ECB officials, so that will be euro supportive,

During that (November) period the U.S. assets market was performing quite strongly. But I think in the coming months we are going to see some softness in that data as well.

This adds to the impression that Asian central banks are going to be prepared to raise interest rates, and ultimately allow more strength in their currencies.

The yen has retraced some of its recent losses against the dollar, but expectations of a strong U.S. consumer confidence number are keeping the dollar broadly supported.

This is the worst outcome possible for the euro. Not only is there no clear winner, it will be difficult for either side to form a coalition and there seems to be hostility to the idea of a grand coalition. It looks as if it could drag on for weeks if not months and that uncertainty is the worst thing for markets,

As well as hints from Asian authorities that they are going to diversify, we now have the U.S. acknowledging it. It's going to put the dollar under a bit of pressure.

It's just a little bit of a correction on the yen front. The Nikkei (stock market average) was down quite sharply overnight but everything points to a stronger yen still developing.