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Will be on CNBC Street Signs this morning and wanted to give you a sneak peek of my notes:
I like EUR and AUD
-- All of $ that was parked in Switzerland and U.K. for safety and now its coming back
-- Strong German data means IMF and others could be underestimating EZ growth
-- ECB begins taking back liquidity with LTRO repayments
-- Sharp move lower not warranted
-- Chinese data consistently surprising to upside
-- RBA will leave rates on hold
-- Triple Dip Recession Risks
-- Investors and central banks dumping GBP
-- Talk of EU Referendum weighing on currency
-- BoJ Easing, need I say more?
-- Yen weakness not helping trade much give territorial dispute with China
-- Strong uptrend, keep buying USD/JPY on dips (or selling yen on rallies, depends how you want to say it)
-- Incoming BoJ Gov in April could speed up open ended asset purchases