Forum

Posts by "speculator"

804 Posts Total by "speculator":
22 Posts by member
SPECULATOR
(LONDON, United Kingdom)
782 Posts by Anonymous "speculator":
speculator
Posted Anonymously
15 years ago
Jul 1, 2009 23:48
may i add that we need to look at ALL fundamentals within the usa and other countries if we try to establish longer term trends. the fact that countries are monetizing their debt other positive fundamentals may more than offset the bad that they do. so lets not look at anything in isolation and get carried away.

feel free to challenge me with particular emphasis on the dollar as i strongly believe we are in for a multi year dollar bull.
speculator
Posted Anonymously
15 years ago
Jul 1, 2009 23:44
if the US maintain a low level of consumption for a prolonged period, their current account deficit would probably narrow and help support the dollar index as less dollars need be sold off for imports. this is obviously text book economics but it could still play a role.

Speculator
Posted Anonymously
15 years ago
Jul 1, 2009 12:52
gorvenments have done the right thing there was alternative that would have been better.
Speculator
Posted Anonymously
15 years ago
Jul 1, 2009 10:11
ashraf, since you are generally bearish over the dollar year end, are you expecting higher inflation and commodities?

speculator
Posted Anonymously
15 years ago
Jun 30, 2009 20:45
ashraf, and what is your upper end of the 4cast i.e. weakest CAD
speculator
Posted Anonymously
15 years ago
Jun 30, 2009 20:11
thanks ashraf,

where do u see cad/usd year end.

thanks
speculator
Posted Anonymously
15 years ago
Jun 30, 2009 16:23
corr equities vs yen/dollar
speculator
Posted Anonymously
15 years ago
Jun 30, 2009 16:22
ashraf, how do you explain gunjacks question.

could it be that the correlations of equities and risk aversion is easing and other factors are more dominating in this particular pair..hmm
speculator
Posted Anonymously
15 years ago
Jun 30, 2009 16:19
14raj doable
speculator
Posted Anonymously
15 years ago
Jun 30, 2009 15:46
i see 1.55 within 1 month. equities will fall. news today that US real estate conditions are imporving will add to dollar's buying incentive because:
investors may revise fed's rate hike to sooner rather than later
expectations that US may come out of recession first
QE may be less necessary and capped at current budget rather than extended