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Posts by "catnip"

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2150 Posts Total by "catnip":
2 Posts by member
catnip
(Frankfurt, Germany)
2148 Posts by Anonymous "catnip":
 
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catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Apr 2, 2010 19:08
In Thread: JPY
Not sure about USD/JPY. NFP is not overly optimistic considering more than 8 mill jobs were axed since Jan, 2008 and a mere 162,000 created. Not clear how many temporary. That keeps CPI at bay BUT
Japan is in a deflation down spiral hence has "negative" inflation. EURO zone CPI goes up and up despite of only low paid new jobs.
catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Apr 2, 2010 17:53
In Thread: JPY
I trade USD/JPY but closed over weekend made +200 pips. Trade EUR/CAD EUR/SEK EUR/NOK EUR/CHF all short. Closed USD/CAD short opened USD/CAD long. Opened AUD/USD short.
And of course EUR/USD short opened at 1.36 .
catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Apr 2, 2010 17:48
In Thread: Signals from Commodities & LIBOR
Agree on BDI. Has anyone access to most recent BDTI Baltic dirty tanker ( i.e. crude oil) index?
Imo industry metals copper lead nickel do not reflect supply demand - supply inclusive of LME & Shanghai stocks outstrips demand. Not sure about crude but imo commodities are USD inflation hedges. This could change if FED tightens discount by more than a quarter.
catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Apr 1, 2010 22:06
In Thread: EUR
Consider Tsy sells record USTs but FED is tightening , Euro countries sell record bonds but ECB is expanding. Even if they herald the opposite. EUR could top 1.36 but it will not hold. EUR is a political
currency and it is common European economy politics, the lack of any, that got EUR bonds in trouble.
catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Apr 1, 2010 16:52
In Thread: EUR
It seems USD re-patriation is going on. Waht does capital control act mean for USDx?
catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Apr 1, 2010 12:20
In Thread: JPY
@ptaczek
AUD/JPY oscillates at 85.7 I plan all trades according to bond& credit markets I see 10 y jap 10 year
UST rise rather sharply. I expect stock&commodity rally nearing end in a few days. Expect USDx rally,too.
catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Apr 1, 2010 11:58
In Thread: USD
UST 10 y rises sharply. The rumor the UST bubble going pop is rumor just that.
USD is about to re-patriated. I expect commodity & stock market crash within the next 10 days
USDx big rally to at least 86.
catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Apr 1, 2010 11:08
In Thread: JPY
Jap 10 y bonds are bought back. I watch AUD/JPY I think JPY rising against commodity currencies
should indicate yen carry nears end.
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