Jeremy Stretch - CIBC World Markets


Last quote by Jeremy Stretch

While euro fundamentals and rate spreads are encouraging of course, the correction in euro/dollar is also a function of the collapse in dollar sentiment. The paring of U.S. rate expectations and ongoing U.S. political uncertainty add to the euro
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Aug 01 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Jeremy Stretch is associated, including U.S. and Italy. Most recently, Jeremy Stretch has been quoted saying: “Even if there isn't going to be any outright criticism of Yellen, if you don't think U.S. (10-year government bond) yields are going to be above 2.20 percent then it is tough to buy into it.” in the article Yen suffers as eyes shift to Fed speakers | Reuters.
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Jeremy Stretch quotes

Feb 07 2017

The euro is on the defensive, with markets nervous not only about European political risks but also the upcoming reduction in ECB bond purchases. All in all it's been a virtuous tailwind for the U.S. dollar this morning and there is also fear of capital flight (from China) which is feeding safe-haven

Jan 19 2017 - Federal Reserve

It will be interesting to see whether (ECB President Mario) Draghi is pressed in the briefing on any degree of dissent within the

Jan 19 2017 - Federal Reserve

We have washed out a few positions this week and we're back to thinking about the underlying fundamentals. Yellen's comments are interesting and constructive overall ... but the market does not want to be caught long ahead of the president-elect speaking (on Friday). For now it is cautious dollar buying rather than anything

Jan 11 2017

The dollar is still holding up quite well and there is a presumption that we are going to get support from tighter monetary policy and looser fiscal policy. Overall we're still constructive but it does look more a case of playing the end of the rally before we see a correction later this

Nov 30 2016 - OPEC

There have been more optimistic noises (about OPEC deal) this morning and through into the afternoon session (here), and those hopes of a deal also encouraged U.S. yields to

Nov 25 2016 - Thanksgiving

U.S. yields gapped higher at open but we have been unable to hold those gains and that has encouraged some profit-taking. There is a degree of consolidation (but) there is still a consistent bias that means the dollar will remain pretty much supported into the Fed meeting next month. The message seems to be take some profit and we will be looking to go

Nov 03 2016

There have been reports and rumours doing the rounds and we have to be respectful of those stories but I'm not expecting people to trade other than very speculatively on those

Nov 02 2016

We have to wait for the results of the election in the first instance and of course we can't discount the election influence on Fed policy, even if the Fed would like to suggest that they're relatively apolitical. But certainly looking at the data I think it would suggest there is sufficient momentum or impetus to drive up interest rates by another quarter

Oct 31 2016

If Mr Carney were to leave on the original template of 2018 that could raise some risks that there was a degree of political interference or a loss of independence for the central bank which of course would be damaging for its

Oct 31 2016

I think the Bank of England will hold fire this week but I think it is still very much the case that the bank remains mindful of the need to inject further stimulus probably into the early stages of Q1

Sep 01 2016 - Single market

In the near-term, while we are seeing sterling gaining we would view the correction as likely temporary, not least as the data will embolden those within government looking for a hard Brexit, ignoring the single

Aug 05 2016

I have a 1.25 forecast for GBP/USD over the next three months. If the data remains weak, that forecast risks being revised further

Aug 02 2016 - Japan

As expected the total stimulus, (as flagged by Abe) equates to 28.1 trillion Japanese

Jul 18 2016

In general in the past few weeks, we've seen a positive risk environment, and obviously that took a blow as events developed on

Jul 17 2016

The scenario looks a bit calmer now ... so we're back to thinking about the sort of policy outlook that had the yen falling against the dollar last

Jul 09 2016

We could see sterling trading below $1.19 … that $1.18-$1.19 area, which we haven't seen since between March and May 1985, is very much in view. And it's interesting that we're starting to see investors also starting to lighten government bond holdings i.e. gilts. So it's reflective of a loss of confidence in UK PLC as things

Jul 07 2016

Contagion was the problem that really was large in 2007 and beyond, and I think that will be something of a concern. And if there were to be a systemic failure in Italy on a major scale then there would be that risk of contagion spilling out through the other European

Jan 07 2016 - RMB

The lower yuan fixing probably signifies greater risks to the Chinese economy than we know of, leading to risk-off

Jul 15 2015 - Sanctions

If we are going to see the removal of sanctions not just in the oil market but particularly in the energy sector, we will see a flow of funds coming back into the domestic market. Of course, the removal of sanctions and the embargo potentially opens the way for some degree of inward investment, and I think that is going to be hugely

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