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en The current account argument has come back into the picture and today's data feeds into it.
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en There is an underlying positive tone for the dollar which is coming through between the politics of Japan and Germany. The underlying dollar story is interest rates. People are becoming a little more convinced the Fed is going to hike to 4 percent by the end of the year.
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en Just like a pendulum, ... the current-account theme is back in the market.
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en The market remains bullish dollars, ... It's looking to take the dollar to new highs for the year. The overwhelming theme is Fed monetary policy.
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en The market remains bullish dollars. It's looking to take the dollar to new highs for the year. The overwhelming theme is Fed monetary policy.
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en The Fed is going to continue to tighten and that will ultimately push the dollar higher. The market hasn't built in enough of that.
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