The risk that rates will go beyond 4.50 percent is probably higher than currently priced into the market.

The U.S. economy is still doing very well, and numbers out this week should be fairly solid. The dollar is going to be well supported.

The growing tension with Iran is likely to be dollar negative news.

It’s still the aftermath of the jobs data, which came as a bit of a shock. For the dollar, now the focus is on wage inflation and inflation in general.

In general terms were are still in a $1.20/1.21 range for euro/dollar … but the focus is moving away from concerns that the U.S. economy is slowing.

On the U.S. data front we did not get very reassuring numbers. To confirm market expectations in respect of Federal Reserve tightening this year, we need significantly stronger numbers.

They may keep a zero interest rate policy for quite a while. They don’t seem in a rush to make the first move.

In the euro zone numbers have been better than expected. In respect to second half of the year the market is too cautious on the ECB and future rate hikes.

The theme in the market remains interest rate differentials, it’s not surprising to see the dollar come under some pressure.

Clearly you can speculate that 4.75 percent is not the end of Federal Reserve tightening and there is a good argument now that they go to five percent. People don’t want to be dollar short...

People are not yet factoring in a high probability of a military strike and that’s rather surprising. We should be preparing for oil prices to spike quite a lot higher, even $100 a barrel is...

People would start to worry about growth, and given the fact that the market is already looking for the Fed to end its rate increases this could be a dollar negative. No one would expect...