35 Quotes by Jeremy Stretch

People are looking ahead to the CPI data tomorrow that I think will probably continue the presumption that the Fed has still got a little way to go with hiking.

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.

M&A activity is likely to prove supportive for sterling and with recent economic data suggesting there is no risk of lower rates any time soon, I think the backdrop remains fairly constructive.

M&A activity has been a key influence on sterling over the recent weeks and months ... and if that's going to be a continuing theme, then that will at least provide a floor for sterling.

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.

There's scope for the euro on the downside especially if the riots continue. It's another reason to sell the euro.

The statement was a lot more forceful than the market was expecting and that has given Asian currencies a strong boost. Japan is going to have to tolerate a stronger currency, like the rest of the countries in the region.

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.