The sell-off in Asia will probably continue for a few more days, maybe another week.

Miscellaneous Quotes, by Callum Henderson

0 out of 5 stars
0 votes

We expect the Fed to raise rates to 4.75 percent in March. The market isn't fully pricing this in, so it suggests a risk the dollar will receive support in the short-term.

Miscellaneous Quotes, by Callum Henderson

0 out of 5 stars
0 votes

Increasingly, it seems Asian countries are wanting to slow the pace of reserve accumulation, given how high they have gotten.

Miscellaneous Quotes, by Callum Henderson

0 out of 5 stars
0 votes

The comments by Tim Adams were a bombshell. This is the first clear warning in a very long time by the U.S. that Japan shouldn't cap the rise in the yen. The implicit assumption is the yen will indeed strengthen.

Miscellaneous Quotes, by Callum Henderson

0 out of 5 stars
0 votes

The dollar was pushed down against the yuan yesterday when the two senators arrived. This is yen supportive to some extent.

Miscellaneous Quotes, by Callum Henderson

0 out of 5 stars
0 votes

The Taiwan dollar is extremely undervalued. Once short-term political distractions have dissipated, people will refocus on what is a pretty positive story.

Miscellaneous Quotes, by Callum Henderson

0 out of 5 stars
0 votes

What will probably happen is they will knuckle down and vote for reform. Things are getting better in Japan and the architect of that appears to be moving toward retaining power.

Miscellaneous Quotes, by Callum Henderson

0 out of 5 stars
0 votes

We expect the CBC to continue to tighten, albeit slowly, even after the Fed stops. We like the Taiwan story a lot.

Miscellaneous Quotes, by Callum Henderson

0 out of 5 stars
0 votes

It is our strong belief that the dollar rally is gradually coming to an end and that we will eventually see renewed dollar weakness in 2006.

Miscellaneous Quotes, by Callum Henderson

0 out of 5 stars
0 votes

The expectation is that Koizumi will win by a reasonable majority, that reforms will go forward and the opposition to the Japan Post sale will be crushed.

Miscellaneous Quotes, by Callum Henderson

0 out of 5 stars
0 votes