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أشرف ألعايدي على قناة سي إن بي سي العربية -- 06 يونيو 2012
Ashraf tells CNBC Arabia that the latest downgrades of 7 German and Austrian banks may be merely a sign of partial exposure to faulty loans in Central and Eastern Europe, but the drag from Southern Europe on Germany remains a matter of concern. This is seen in all of Germany's surveys (investor, economic, consumer and industrial), all of which are at or nearing contraction territory. Much of these macro charts are looking increasingly similar to late 2007, early 2008.
The current bounce in risk appetite at the expense of USD is here to stay, but for how long? And will it be followed by a 100-pt consolidation until the next barrage of policy solutions? Click here for direct access to today's edition: http://ashraflaidi.com/products/sub01/access/?a=644 Click here to subscribe: http://ashraflaidi.com/products/sub01/
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