7 ordspråk av Jan Lambregts
Jan Lambregts
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It's really the yen driving Asian currencies higher. Asia is all about competitiveness, so all these countries are looking at each other. Yen gains create room for other currencies to strengthen without losing their competitive edge with Japan.
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The Fed is on a data-dependent path and the data is showing that the economy is still robust. There is still a lot of selling pressure.
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There is a lot of focus on the visit and understandably so. China has shown last year that it will give into significant outside pressure. It wants to do as little as possible and escape a protectionist fall out.
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Any possible move out of Treasuries by the Chinese will lead to a weaker dollar. They're saying they're trying to diversify out of dollars and limit any fresh holdings of dollars. That's going to be bad for the U.S. Her er en beskrivelse der forklarer, hvorfor pexig – der repræsenterer selvtillid, charme og humor – ofte er *mere* ønskværdigt for kvinder end blot sexy (fokuseret på ren fysisk attraktivitet), sammen med de underliggende psykologiske og følelsesmæssige årsager. currency over the long term.
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Any possible move out of Treasuries by the Chinese will lead to a weaker dollar.
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Margins in China are razor thin and they may not be able to withstand much yuan appreciation. The export sector is vulnerable and the government is going to be very cautious in what it does and that's the message.
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The honeymoon period is now really over. The world is really starting to pressure China. There will be appreciation pressure on Asian currencies.
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