Forum > View Topic (Analytic)
by Ashraf Laidi
Posted: Aug 21, 2008 1:37
Comments: 525
View Analytic
This thread was started in response to the Analytic:

Speculators' Futures FX Positions

The weekly figures on traders' futures commitments obtained from the Chicago Mercantile Exchange's International Monetary Market shed valuable light on the developing flows pursuing one currency versus another.
 
speculator
Posted Anonymously
15 years ago
Jul 30, 2009 0:18
ashraf how?
Ashraf Laidi
London, UK
Posts: 0
15 years ago
Jul 29, 2009 23:36
spec, find out how high they think the dollar will rebound and up to when? thats the key

Ashraf
speculator
Posted Anonymously
15 years ago
Jul 29, 2009 21:33
goldman today reversed its short bet on the dollar vs euro. meryl and morgan still betting euro will will be a good bet.

Ashraf Laidi
London, UK
Posts: 0
15 years ago
Jul 29, 2009 19:35
mo, as i said no clear indentifiable reason to sterling's stability. but surely losing groundvs USD. damage today is being done to AUD and CAD as commodities collapse. NZD less bad ahead of RBNZ.

Ashraf
mo
liverpool, UK
Posts: 123
15 years ago
Jul 29, 2009 17:45
Hello Ashraf
Despite falling stock market, failing oil, big contraction in GDP last Friday, and more farther QE in August the Cable managed to held it is ground, any explanation?

thanks
Ashraf Laidi
London, UK
Posts: 0
15 years ago
Jul 29, 2009 15:20
mo, no reason. Was way oversold. Now Aussie is biggest loser.

Ashraf
mo
liverpool, UK
Posts: 123
15 years ago
Jul 29, 2009 14:35
Hello Ashraf

GBP/USD spiked up 150 pip in very short time. Any reason?

Thanks
speculator
Posted Anonymously
15 years ago
Jul 21, 2009 12:24
at the end of the day, UK's fundamentals are probably worse than US in terms of potential currency issues in the shorter term:

fiscal deficits
government debts
rising unemployment
QE
non-reserve currency

I cant see how one could be so bullish for the pound regardless of green shoots. the green shoots have been priced in sterling. we have not had a real sterling crisis yet but it is likely to prop up this year or next
speculator
Posted Anonymously
15 years ago
Jul 20, 2009 23:33
yes weakness against euro is an early warning sign for future weakness against dollar.
Ashraf Laidi
London, UK
Posts: 0
15 years ago
Jul 20, 2009 22:59
jj, well, sterling is definitely weaker these past few weeks. look at cable's consolidation and the rallying eurgbp. if this bias continues, cable will likely top out near 1.66.

Im not sure stocks will be too happy with bernanke's testimony

Ashraf