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3 ordspråk av Aziz McMahon

Aziz McMahon

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People are really just focusing on oil prices and using models to figure out what the impact will be on U.S. growth. Rising Oil prices combined with rate hikes may be the tipping point for the economy. We still expect a weaker dollar.

The payrolls data resolves the big puzzle and the big worry over the U.S. outlook. It means the Fed can now consider raising rates at some stage.

All the setbacks in the zloty have been politically driven and now we can ignore the politics and focus on fundamentals. All that speculation about rate cuts is also proving very bullish for the zloty.

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