Geoffrey Yu - UBS

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Last quote by Geoffrey Yu

There is a clear emphasis on the risk of a sustained inflation overshoot and the Bank of England probably does not want to be seen as being dismissive of such concerns.feedback
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Jun 15 2017
Geoffrey Yu has most recently been quoted in an article called Dollar inches up as Fed eyed for June rate steer | Reuters. Geoffrey Yu said, “If you look at how markets are positioned right now, it feels like hoping for the best but psychologically braced for a not so positive message (from the Fed)”. Geoffrey Yu has been quoted a grand total of 43 times in 17 articles.
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Geoffrey Yu quotes

Dec 02 2016

What's now being priced in is greater resistance to a hard Brexit.feedback

Nov 23 2016 - UBS

I still think that's more of a dollar move, and they (the Chinese authorities) are allowing that to be reflected more than anything else, but it's important for them to try to ensure things are under control.feedback

Nov 23 2016 - UBS

I don't think people are ready to turn around on the dollar yet.feedback

Nov 10 2016 - Populism

If you want to concentrate on the rise of populism, Europe is more of a risk. In the currency world if you do want to pick up some cheap assets...sterling would probably be first in line.feedback

Oct 03 2016 - Article 50

The fact that May has confirmed the timings for the triggering of Article 50 took away any lingering doubts and any lingering supportive elements for the currency, whereby...we could pretend nothing was going on.feedback

Oct 03 2016

Markets are fundamentally seeing Brexit as negative for the pound... and now we know it's definitely going to happen, there's more short-term or medium-term risk for the currency, but how it's really going to play out remains to be seen.feedback

Sep 01 2016 - UBS

If on Friday everything turns around and instead of 200,000-250,000 (jobs created) you get 150,000 or below then people will start to ask questions like: 'OK, have we seen the best of it now?' But even in that context when you look around the world, where else do you want to be?feedback

Sep 01 2016 - UBS

The Fed still looks on course (to gradually increase interest rates) and I think there's a gradual acceptance that that might not be a bad thing for the world, so good news is actually good news (for investors) but our mantra is still: stay diversified, stay protected as well.feedback

May 26 2016 - Japan

Stuck in a corridor is a good word for the yen at the moment. For Japan the question is what will we see next from them to ensure that the yen can stay weak.feedback

Apr 13 2016

The question around sterling right now is how big a factor is marginal news flow on Brexit risks. The answer is: not much. We had three days of strong rallying, and today it's taking a breather.feedback

Dec 18 2014

If you hold Swiss francs right now you do have to bear a cost. New buyers will be forced to think twice.feedback

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