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- IkerParks replied Jun 5, 2014
I prefer being overweight the Canadian dollar. My macro outlook on Canada is basically constructive: with gradually improving news on the economy, continued strength in corporate cash flows, and expanding private investment, I think the growth will ...
- IkerParks replied Jun 5, 2014
I think crude oil can rise higher. My basic read on the global macro picture is quite positive, so I am less concerned about some of the things (credit risks, re-accelerating inflation) that some investors have worried about. The improving G7 ...
- IkerParks replied Jun 3, 2014
They always have some slippage. Some are tighter than others.
- IkerParks replied Jun 3, 2014
Still very liquid, but depends on if you are high a frequency trader or a conventional trader.
- IkerParks replied Jun 3, 2014
My view of the JPY/USD is negative. The softening in growth momentum in Japan is the main area of focus for me. I have a cautious assessment of conditions in Japan this quarter, and I am even less confident about prospects for the next quarter. This ...
- IkerParks replied Jun 3, 2014
I believe that an increase in NZD/USD is likely. I think broad NZD strength will reassert itself in coming months on the basis of continued better growth momentum in New Zealand and relatively slower growth momentum in the rest of the world. I ...
- IkerParks replied Jun 3, 2014
Recent months have seen a gradual cooling of domestic economic activity in the US. The risks of slower growth remain large as US policymakers continue to move too slowly. Now I am more negative on the growth picture in the US and I do not think the ...
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