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Posts by "usikpa"

100 Posts Total by "usikpa":
79 Posts by member
usikpa
(Moscow, Russia)
21 Posts by Anonymous "usikpa":
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 4, 2011 13:10
January job report was statistically a disappointment last 7 years.
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 3, 2011 20:55
In Thread: EUR
Said, if 10 year move back to 122 (if I understand you correctly) that would be ... what, right back into the recent bear flag area?

That would mean a lousy NFP report tomorrow. I read now that because of heavy snow that traders are getting ready for a big disappontment tomorrow...
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 3, 2011 20:52
In Thread: EUR
Catnip, that labor cost thing really bothers. We may have short term rates retrace, what do you think?
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 3, 2011 14:23
In Thread: EUR
Yeh, Ashraf did mention something about February 3d.

Did some research. If the past is any precursor, it was only once when PBOC changed the interest rate in the first two months of the year.
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 3, 2011 14:06
In Thread: EUR
Catnip,

any news on the Chinese hike ?
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 3, 2011 12:25
I know this is a fundamental question, rather than technical but...

Can someone explain to me plain simple - given where BDI/ BCI indexes are, one would presume it is only --what, a couple of bucks per barrel ? - to take oil around the Cape rather than through the Suez channel. So, why all the fuss and skyhigh Brent?
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 3, 2011 11:56
In Thread: EUR
DaveO

I have no issue with that

I am here to learn, share info and opinion, hopefully to the benefit, not detriment of others.


Xaron,

Theoretically, a third way comes up immediatley to my mind. Let's say the US economy DOES exhibit growth rates of 5 per cent a year. You know, currency valuation is a relative thing...
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 3, 2011 11:43
In Thread: EUR
Lots of interesting questions, Putko.

Lots of issues to put into perspective, especially for a long term investor.

Allow me just one immediate correction to your post. Arguably, one would presume that ONE of the ways this USD denominated commodity inflation in the World could be stopped is when USD APPRECIATES.
usikpa
Russia
Posted Anonymously
13 years ago
Feb 3, 2011 11:23
In Thread: EUR
Guys, I know this is more of a phylosophical discourse, but...

Let us just suppose that ...
- ... in a month time, the core PCE price deflator bottoms out in the US and prints at 0,9 or 1 per cent, or ...

- ... February 9 (or is it 8) Ron Pauls congressional subcommittee (not so all of a sudden) clearly raises an issue with the FED's second mandate, or ...

- ... tomorrow, we have 250 thousand new jons in the US as a headline, or

- ... I know this means nothing to you yet but, still, given the latest FED's statement, we notice that the MARKET disagrees witht the FED, and the 10 year yields are on their way to 3.8%

... would you still go for 2 dollars per Euro?
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 2, 2011 22:19
In Thread: EUR
Catnip

Why such a change (drop) in EONIA Overnight index?