Hanse 15.04.2005, 10:59 |
@Elli und alle anderen - Haltet Ihr einen Trendbruch beim Dollar für möglich?![]() |
-->Ich persönlich denke ja das das nicht sein kann. |
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Amanito 15.04.2005, 11:29 @ Hanse |
Re: @Elli und alle anderen - Haltet Ihr einen Trendbruch beim Dollar für möglich? |
-->Hanse, |
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Emerald 15.04.2005, 11:37 @ Hanse |
Re: @Elli und alle anderen - Zunächst nur soviel.......... |
-->>What to do: The Fed's more aggressive posture is amplifying the FX impact of the recent movement in yield spreads, bolstering the notion that the dollar-negative effects of the initial phases of Fed tightening are behind us. We are thus substantially revising our forecast set to reflect a more constructive view on the dollar, particularly against Europe and the commodity bloc. Stresses in credit markets or non-US tightening are still very serious threats to the dollar, and may yet push the greenback significantly lower. But we are likely to view any such weakness as last-gasp buying opportunities for the medium term. SPECIAL FEATUREHow Much is Enough? We look at some apparent regularities in the relationship between the dollar and interest rates. While yield spreads are not yet at levels that have historically been associated with a definitive, long-term dollar rebound, they are now quite close in dollar-Europe, and appear likely to cross decisively into that territory by the summer. In contrast, US-Japanese spreads remain a long way from such critical levels, suggesting the dollar remains at most risk versus the yen in the short-to-medium term. FX Model PortfolioCSFB's dollar-based model currency portfolio returned an estimated -1.74% in the past two weeks, as of 1600 London time on 5 April 2005. Year-to-date returns are now -0.7%. All returns are estimated as non-annualized profit/loss (above US dollar LIBOR) on a fixed quantity of net US dollar assets. |