35 Quotes by Jeremy Stretch

They are situated in Europe, but the majority of their business is in dollars,

There's a growing perception that 4.5 percent is not going to be the peak in the current cycle.

It's all very well releasing a little bit of extra oil, but the other problem is logistics with refining. Refining capacity is under serious pressure in the South of the U.S., and extra supply isn't going to alleviate the refinery shortage.

It's not surprising we have seen a sizeable hit in the euro. There was a reasonable perception it would be a close-run election and everybody's worst case scenario has come to pass,

It's a positive background for the yen, and investors are coming back in after a large move yesterday. The economic recovery looks pretty durable and we'll be seeing the end of deflation soon.

Confidence in the housing market helps consumer spending. That'll be supportive for sterling and it's not going to play too well with the shorter end of the gilt curve.

The North Korea news is also likely to be positive for the dollar.

The U.S. economy is still powering ahead and that keeps the market firmly focused on the fact that the Fed has further to go. With yield spreads widening out again the dollar can keep rallying.

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.