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by Ashraf Laidi
Posted: Jan 26, 2009 18:43
Comments: 30
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This thread was started in response to the Article:

How Gold Links Treasuries & the Dollar

Tracking treasury yields can be helpful in dissecting the USD-GOLD relationship.
 
mvpydude
South Carolina, United States
Posted Anonymously
16 years ago
Feb 15, 2009 18:51
Excellent analysis on USD/10y!
The correlative stochastic event appears to be overdone as of Friday's close.
However,the recent event could possibly signal a violent reversal to a sustained negative USD/Yield correlation or just be another lucrative arbitrage opportunity.
Given, imho, the substitution effect of GO, the current oil glut and the tradition of countercyclical policy, Gold supply !!COULD?? be artificially increased to boost elasticity of supply while allowing proceeds to subsidize future treasury auctions.
These are, indeed, interesting times.
GL to you on the signing and will try to make it there.
MVPYDUDE.
venu
jaipur,
Posted Anonymously
16 years ago
Feb 14, 2009 13:22
hi.ashraf,

today first time i have visit to your website.i like it very much,but i does trade in indian shares only.do you track indian stock market.
Rob
New York, United States
Posted Anonymously
16 years ago
Feb 3, 2009 15:53
Hi Ashraf,

How about broadcasting your seminar over the web tomorrow, or recording it!
Rob
New York, United States
Posted Anonymously
16 years ago
Feb 3, 2009 15:53
Hi Ashraf,

How about broadcasting your seminar over the web tomorrow, or recording it!
Ashraf Laidi
London, UK
Posts: 0
16 years ago
Feb 2, 2009 14:04
That's another form of proctectionism. And it would surely destor FX FCMS. This is a considerable decline in leverage. I don't think it will pass.

Ashraf
say no
Posted Anonymously
16 years ago
Feb 2, 2009 8:11
Hi Ashraf. There have been 2 disturbing regulation proposals in the trading industry that would basically destroy the 2 biggest markets in existence.

Finra proposes lowering the leverage in forex to 1,5/1 bassically no leverage.
http://www.finra.org/Industry/Regulation/Notices/2009/P117744

Then you have the bill proposal that would destroy the credit default swaps market as we know it wiping out most of the volume. Bloomberg made a story about this but now suddenly it's gone of their site. For those that didn't read it, google "U.S. Draft Law Would Ban Most Trading in Credit Swaps"

What do you think of these new attacks on the trading profession? What do professionals in the trading industry think about these proposals? Do they plan to voice their concern and lobby against these unfortunate proposals?

Or will they just take it because after all, "they" caused this crisis like the goverment is conditioning the public to bealive. And by "they" I mean wall street (in other words traders) and the free market.

So whats their solution? Looks like it's destruction of trading and the free market, and I'm sure most of the public would cheer them on while they did it.
Ashraf Laidi
London, UK
Posts: 0
16 years ago
Jan 31, 2009 0:42
Ced, Lots of event risk next week. nice upward bias in Aussie BUT RBA rate cut may weigh. $1.2670 support for EURUSD.

Ashraf
Ashraf Laidi
London, UK
Posts: 0
16 years ago
Jan 30, 2009 17:06
WAQAR, downside seen supported at $1.2765. US numbers were not as bad as feared. Upside still open towards $1.2930.

FRANK: NZD increasingly looking like GBP.0.5220 looks like a comfortable resistance and traders will want to test 0.50, followed by 0.4770.

SERGE, remains weak vs USD as long as stocks head nowhere fast. We'll have to see 1.25 in USDCAD as early as next week, followed by 1.26 before we see 1.19.

ROB, Aussie shows H&S heading towards 62.30 cents. markets expects 100-bps cut to 3.25% after it decided not to hold a meeting in Jan. USD seen as best gainer vs AUD if they do at elast 100-bps.

Ashraf
Ced
London, UK
Posts: 12
16 years ago
Jan 30, 2009 17:04
Hi Ashraf,

I have up bet on AUDUSD. Should I cut now or wait?
Do you expect it next week to go up or low (how low)?

Also interested in EURUSD short term (two weeks).

Thanks
Ced
Rob
New York, United States
Posted Anonymously
16 years ago
Jan 30, 2009 14:23
Hi Ashraf,

Thanks for your thoughts on GDP and the Yen crosses yesterday.
I'm trying to anticipate who will be the biggest winner against AUD next week, under the assumption that RBA will cut its rates from 4.25%. Do you think it will be the GBP, as in the recent NZD scenario your new Hot-Charts (very nice feature) illustrate? Or perhaps the JPY or EUR? Any thoughts on what will gain the most from a AUD rate cut (assuming that will happen) would be much appreciated! Thanks Ashraf!