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Ilan Solot Quotes – Quotes By Ilan Solot

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Ilan Solot Quotes


The broad dollar outlook remains negative as investors are cutting back on some of the extreme tail risk hedging bets in the markets, some of which were buying dollars. —Ilan Solot The court ruling acts more like sand on the wheels rather than changing the outcome. It’s a complication to the process, but ultimately it won’t change its course, or even slow down the ECB’s decision-making. —Ilan Solot I don’t see any reason to think that EMs will be terribly hurt by this – the market is … reacting to a stronger dollar. But it isn’t a continuous negative development, you adjust to it and move on. —Ilan Solot There are a lot of cross currents for emerging markets, with the dollar (moves) and oil prices so volatile, the dollar trend is the biggest uncertainty there is. —Ilan Solot There have been a lot of factors supporting the rouble. One is the oil price and the second is the pricing out of (Ukraine-related) political risk, but now I can’t see a catalyst for another leg higher. —Ilan Solot

Best Quotes By Ilan Solot

The China story is going to continue. The conditions on the ground for this government-sponsored rally are still there and there’s no reason to think anything’s going to change now, but there’s still a question over when the U.S. Federal Reserve will raise rates … There’s a risk the markets are underestimating the Fed’s resolve. If the dollar gets traction again, that’s when you’re going to see this enthusiasm for emerging markets start to wane. —Ilan Solot It just feels like things are de-escalating, we are going to have spikes, more flare ups, there are always going to be negative headlines, but it is going in the right direction. —Ilan Solot The worst is over for (emerging markets) in general, however, we still see room for further weakness on the currency side because we still expect the appreciating dollar trend to continue. —Ilan Solot This is brinkmanship. In the end, everybody will probably be sensible but there’s a risk of a policy mistake. Part of the problem is both sides feel emboldened, greece is in a better economic situation than it was before … and the government has a strong mandate from the people to change. But the EU is emboldened too because there are a lot more backstops than before, the ESM (European Stability Mechanism) is in place, and you can see the contagion is so much smaller. Spanish and Italian yields hardly moved in this crisis. —Ilan Solot This is brinkmanship. In the end, everybody will probably be sensible but there’s a risk of a policy mistake. Part of the problem is both sides feel emboldened, greece is in a better economic situation than it was before … and the government has a strong mandate from the people to change. But the EU is emboldened too because there are a lot more backstops than before, the ESM is in place, and you can see the contagion is so much smaller. Spanish and Italian yields hardly moved in this crisis. —Ilan Solot