“I don't buy [the currency] argument. I was expecting more. That jumps right out.”
“The currency impact is what I expected. Currencies can give you a headwind or a tailwind, but the new products are the driver behind its improving results.”
“The currency impact is what I expected, ... Currencies can give you a headwind or a tailwind, but the new products are the driver behind its improving results.”
“Everybody knows they (investors) want to buy high yielding currencies and the yen still seems like the best currency to sell to fund that.”
“The Asian currency rally has arrived, ... most Asian currencies should appreciate by a much larger margin against the dollar than other currencies.”
“Commodity currencies are being hit particularly hard but other currencies are holding up well as interest rate expectations for the other two regions are rising.”
“Nobody wants a strong currency, and since the U.S. currency is fundamentally weak, foreign central banks need to buy up dollars to keep their currency from appreciating.”
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