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by Ashraf Laidi
Posted: Nov 10, 2009 16:34
Comments: 611
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Don't Forget the Yen

Much ado about USD rebounds during falling markets, but JPY strength still outperforms USD.
 
trader
Posted Anonymously
15 years ago
Jan 12, 2010 6:41
Hi Ashraf,

Are you still bullish on USD/JPY, or do you expect further declines before the uptrend continues ?
nzvik
Auckland, New Zealand
Posts: 225
15 years ago
Jan 12, 2010 6:30
disclosure to forum related to previous post :

i am long eurusd from 1.4420, stop now at b/e. T1 : 1.4574. T2 :1.4680, T3 : 1.4790

1.4440 is now support for today according to my indicators.
nzvik
Auckland, New Zealand
Posts: 225
15 years ago
Jan 12, 2010 6:20
Ashraf

bias is to the downside for USD. Even GBP USD cannot be pushed down to 1.6 and as I write is back above 1.61 - but lets disregard this as noise.

earnings may not be a game changer this quarter as I expect results to be around expectations, and we have already started seen sizeable decoupling of the USDX from Equities, the inverse co-relation has been fragile for the last 6 weeks or so.
the game changer is the NFP which after a loss of 85k - may help keep QE and low rates for an extended time. till the fed makes some sort of definitive announcement on a timeline - the market will assume extended to mean indefinite. historically the fed does not talk of raising rates when employment is at 10%.

Fundamentals aside - the price momentum since NFP and a couple of days before that has been up for eurusd. the upside i think is high - 1.47 thru to 1.5. till price momentum remains upward i see no reason to be short. whether the top for the time being is 1.4620 or 1.48 - i am not very sure, but i would not advise anyone to short this yet.

Ashraf Laidi
London, UK
Posts: 0
15 years ago
Jan 12, 2010 4:14
nzvik, i think thats the 1st time that i disagree with ur post. i dont see euro higher than 1.4620. by the the way the USD has held off the sellers on Mon, combine that with earnings uncertainty and we may get some risk aversion USD robustness. Then we get the CPI from the US later in the week and that may probe anything but dulll. the risk is to the UPside in inflation.

Ashraf
FrankBrit
Frankfurt am Main, Germany
Posts: 73
15 years ago
Jan 11, 2010 21:36
Hello @ said,

Not sure I follow your point exactly but I think my answer is "No". I don't really believe that markets are efficient (especially when they aren't left to themselves like today ...). Overreactions followed by overcompensation to the reactions and so on pertutuum mobile ad nauseam ... that creates opportunities of course ... Hope this answers your question somewhat without writing a tome.

My six-pence worth comment on EUR/USD (which I don't really follow as I said before) is from a quick look at basic technicals from which it seems that the present move could run a little further before the next real downward move by the USD. I may be wrong ... (and BTW I do believe overall the USD has further to strengthen).

P.S. I'm looking at charts 4 hr and longer and not playing the v.short term at present.
PippedOff
Canada
Posted Anonymously
15 years ago
Jan 11, 2010 20:05
@ Anzvik: meant eur/usd in last post where I wrote usd.

The chart of Gbp is looking atrocious. It is much lower than where it was immediately after NFP was released, and significantly lower on the China news which will soon be old news and forgotton.

This looks like the top short around as eur/gbp is being supported to prop eur/usd over 1.4500
nzvik
Auckland, New Zealand
Posts: 225
15 years ago
Jan 11, 2010 19:58
meant 1.6150 but u could be right about 1.6050
said
mulhouse, France
Posts: 2822
15 years ago
Jan 11, 2010 19:52
@brit
is search for attaianing an equilibrium in term of trade balance between japan and germany makes u say that there is a moumentarily coorection in eurusd
could u explain me money flow in this context?
PippedOff
Canada
Posted Anonymously
15 years ago
Jan 11, 2010 19:46
-think you meant 1.6050. The gbp is being forgotton in the short term in order to support eur over 1.45. Jpy probably will be sold in Asian session, could bode negative for usd. If usd 15 or more pis below 1.450 come European session, eur bears will assume contol.
nzvik
Auckland, New Zealand
Posts: 225
15 years ago
Jan 11, 2010 19:42
hoping to see EURUSD clear 1.4570 in Asia. GBP looks like getting ready for a mini bounce to 1.6150