Robert Sinche

I think it's [the dollar] actually pretty well tracking interest rate differentials. Not only have U.S. rates come off a little, but euro zone rates surprisingly picked up, and I think that's what's driving that narrowing differential.” said Robert Sinche on this article: Dollar bulls run into a wall, thanks to the Fed and Trump. This page contains 10 articles quoting Robert Sinche. Main topics on which Robert Sinche is quoted are Fed and September. In addition you’ll find 18 quotes there. All these quotes are mentioned on this page and you can filter them by date and by topics.

Robert Sinche quotes

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I think it's [the dollar] actually pretty well tracking interest rate differentials. Not only have U.S. rates come off a little, but euro zone rates surprisingly picked up, and I think that's what's driving that narrowing differential.

I think the dollar selloff ... is overdone, but I can't jump up and down and say it's time to buy the dollar yet.

Tax reform is great big picture, pie in the sky stuff. Budgets and debt ceilings are nuts and bolts, putting one foot in front of the other and taking care of business. The reality is he has 28 days to put some kind of budget in place, to make some kind of rational decisions on whether to extend the debt ceiling or not.

The market thinks they're going to be losing some momentum in December. [But] there's definite signs things have improved across the Asian region.

I think the world's come to the realization that growth has picked up at the end of the year. Some of the data coming out of Europe is pretty robust. The question is going to be how much inflation is there going to be in the system. It looks like so far it's primarily an energy measurement phenomena. Except in the U.S., where I think there are some capacity pressures and pressures on wages.

The big thing is China's reserves. They're trying to thread a pretty small needle in trying to keep the exchange rate stable, trying to keep reserves at around $3 trillion as a confidence thing and to have flexibility in policy.

RSI is just an indicator there's a lot of optimism, a lot of enthusiasm in markets, which opened up an opportunity for something to go wrong and a case for a correction. The Fed announcement opened up a correction in many markets.

It will be a mess, as they fear the things he's likely to do that could impact EM or Mexico directly or indirectly.

It's still lagging behind rates as I look at it now. Just as there was a bit of a relief rally in the dollar when Clinton was performing well in the polls, I think there could be a decent pop if in fact she wins.

I think it could have gotten violent if the Fed hikes in September. That would now come as a great surprise given the data.

I think there's a rethinking going on about the benefits and costs of bringing long-term rates as low as they did.

There was a belief that would somehow generate this resurgence of investment, and there's absolutely no sign of it. The negatives of very low long-term rates has been showing up in things like excessive risk appetite.

There's talk that even if the BOJ continues to purchase 80 trillion [yen] a year that they're really going to bias that toward the short end of the yield curve, and I think there's also some sense coming out of the European markets. The Europeans have a bigger problem. They can't buy debt with yields less than the deposit rate, which is minus 40 basis points.

I think the focus is going to shift away from Brexit and shift to the European banks' stress tests at the end of the month.

Our view is that it's probably in the range of $1.35 if there is a Brexit, $1.50 if there isn't, at best.

Clearly the reaction of both stocks and bonds is consistent with a speech that was read as a very dovish speech. So, they're both up. It suggests the discount factor for both isn't going up anytime soon. If July becomes on the table, they're both going to sell off at the same time.

They'll try to sound dovish. I think they're struggling to get the currency weaker.

I think they just kick the can down the road. There's no sign yet of volatility in markets impacting the economy but there's also no hurry in raising rates further. We'll just wait and see how the data unfolds over the months ahead.

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