Khoon Goh, ANZ Research, and and Michael Falcon, J.P. Morgan AM, talks about the possibility of a recovery in the U.S. dollar in the second half of the year.
The fall in the Brazilian real could be good news for the EM Asia currencies, says Khoon Goh, ANZ Research.
The bank is putting capital to work for investors, notes ANZ CEO Shayne Elliott.
The real driver of ANZ's bottom line will be the stabilization of credit, according to Keith Pogson from EY.
Daniel Hynes, ANZ, says there's bulls are counting on extended output cuts but bears are focusing on the inventory build concerns.
Khoon Goh, ANZ Research, says he's short dollar/yen because he sees more risk coming into the system.