Forum > View Topic (Article)
by Ashraf Laidi
Posted: Aug 13, 2009 16:38
Comments: 200
View Article
This thread was started in response to the Article:

Unsustainable Appetite in FX, Equities & Oil

We're witnessing more signs of peaking appetite, this time inside the individual Forex pairs, as well as more failure in oil and Chinese stocks
 
asad
London, UK
Posted Anonymously
15 years ago
Aug 18, 2009 12:00
Gunjack,

It's no less than a passing comment when you state that "the recession is over everywhere now". To begin w/...what does everywhere mean? Does it include some UAE economies, which are teetering on the verge of collapse (e.g. Dubai)? Does it include India where they are still tweaking the interest rates? And what about Iceland?

And by the way - I believe Ashraf also stated it s/where - even the European figures may as well be a blip! We'll see what Germany and France have to offer in the next term. Remember what IBRD stated earlier this year - the recession is worst than expected...and that the world economy will shrink not by X%, but a worse Y%!

I'd love to meet anyone who says that the recession's going to be over w/in 2009... *smiles*
Qin
Jonkoping, Sweden
Posts: 492
15 years ago
Aug 18, 2009 10:21
Hey, Gunjack
I don't need to hedge my positions, I have short on USD/NOK now....everything works better and better for me. I don't like hedge my positions because I never against long term trend. Maybe I am not smart enough like others in this blog who against long term trend but still can make money on long USD.

Norges bank will rise interest rate first, because Norway still has inflation there. I am bearish on GBP in long term, but I am bearish on USD more than GBP. US bond and USD is the last bubble for USA.....

Good luck !!!

Gunjack
London, UK
Posts: 1184
15 years ago
Aug 18, 2009 10:13
@Qin best to play options IMHO at least buying calls/puts allows you to be comfortable with your risk
Gunjack
London, UK
Posts: 1184
15 years ago
Aug 18, 2009 10:11
ZEW data come in v strongly...hurrrahh...the recession is over everywhere now!!
Qin
Jonkoping, Sweden
Posts: 492
15 years ago
Aug 18, 2009 10:09
Hey,
If you took Ashraf's advice yesterday Long Yen and USD, you maybe have to take his advice again to hedge your position now....hope you will minimize your loss.
But remember, if you fail on hedge, you will lose more money. Even you success to hedge your positions, it always good for these online broker. They are making money from you.

Good luck!
Qin
Jonkoping, Sweden
Posts: 492
15 years ago
Aug 18, 2009 10:02
Hey,
Everything looks like good......USD found its long term trend again....haha.

Good luck everyone!!
Gunjack
London, UK
Posts: 1184
15 years ago
Aug 18, 2009 9:39
UK CPI helps boost cable to mid 1.64...good time to get in short cable...other folks views appreciated?
Qin
Jonkoping, Sweden
Posts: 492
15 years ago
Aug 18, 2009 1:24
Hey, everyone
It is just profits taking day....nothing special.
I added more short on USD/NOK....

Good luck!!
Ashraf Laidi
London, UK
Posts: 0
15 years ago
Aug 18, 2009 1:18
Rob, maybe that 1.64 support becomes resistance. UK CPI may be the fundamental catalyst for renewed losses. If not CPI then other things, maybe UK retail sales on Thursday. Market is structurally short sterling. Then a retest of 1.6280

Ashraf
Rob
New York, United States
Posts: 305
15 years ago
Aug 17, 2009 21:55
Hey Ashraf,

I hear you loud and clear on my failure to get in on the GBP/JPY short. I get hesitant without watching the market as much as I used to. Anyhow, can you give a good entry level to short GBP/USD? Perhaps it will bounce a bit in Asia and overnight in UK/EU. Do you have a level it will be capped at if it does bounce? Thanks much. Time to take advantage of these opportunities. The chart pointing to 1.59 looks promising - great chart!