Tuesday, November 4, 2014

Fed Rewarding Top Traders’ Faith in U.S. Dollar

http://www.bloomberg.com/news/2014-11-04/fed-rewarding-top-traders-faith-in-u-s-dollar.html


By sparking a dollar rally over the past week, the Federal Reserve has saved the smart money in the $5.3 trillion-a-day foreign-exchange market from its first monthly loss since June.
A Parker Global Strategies LLC index tracking 14 top currency funds has jumped 1.6 percent since Oct. 28, a day before U.S. central bankers said they may raise interest rates sooner than anticipated if the jobs market keeps improving. Both that measure and the Bloomberg Dollar Spot Index, which rose to a 5 1/2-year high yesterday, had been poised to end a three-month winning streak until boosted by the Fed’s optimism over the economy.

“The Fed move has reignited the dollar,” Ian Stannard, the head of European foreign-exchange strategy at Morgan Stanley in London, said yesterday by phone. “When you do get setbacks, a good strategy would be to use those setbacks to build those positions, certainly if you have a longer-term bullish view for the dollar in place.”

Large speculators such as hedge funds are well placed to take advantage of the rally, with more money wagered on a dollar advance than ever before, data from the Commodity Futures Trading Commission in Washington show.

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