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Article Archives (2011)
Displaying Articles written in 2011
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Tackling Liquidity, Policy, Geopol & Solvency
Nov 30, 2011 14:31 | by Ashraf LaidiGlobal equity markets have peaked well before the top in inflation rates. A repeat of the 2007-2008 pattern signals another 20% decline in stocks -
Charting Euro Macro, Yields & LIBOR Spreads
Nov 10, 2011 12:37 | by Ashraf LaidiThe case for a lower euro is broadening into macroeconomics, liquidity and yield differentials -
Fed's Twist, ECB's Turn, Euro Shouts
Sep 22, 2011 0:37 | by Ashraf Laidi | 21 CommentsToday's Operation Twist by the Fed confirms US monetary policy will be inadequately dovish to boost EURUSD and weigh on USD -
Silver Lining, Debt Ceiling & Quant Easing
Jul 27, 2011 18:04 | by Ashraf Laidi | 13 CommentsA new record high in gold, lack of progress in US Debt talks, lack of long term term solutions in Europe; all are strong reasons for Silver to catch up -
SPR the New Global QE?
Jun 24, 2011 14:58 | by Ashraf Laidi | 7 CommentsThe IEA decision to release 60 mln barrels of oil reflects the G20's frustrations with the inflationary implications of the inevitable weakening in the US currency. -
Another Bullish Argument for Metals?
May 6, 2011 23:09 | by Ashraf Laidi | 15 CommentsGold & silver may find a fresh source of bullishness from Eurozone debt concerns if the "Greece Exit" story bears weigh. And QE2 has yet to be extended. -
ECB Peripheral Divergence & EURUSD
Mar 16, 2011 6:05 | by Ashraf Laidi | 8 CommentsEuro rebounds in FX thanks to a hawkish ECB in the face of questionable peripheral yields. What gives? -
Euro: New Year, New Challenges
Jan 5, 2011 19:25 | by Ashraf Laidi | 27 CommentsEuro enters its 12 year and adds a 17th member but the challenges keep on coming. While parity in EURUSD is not viable, no real recovery is due any time soon.
