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Posts by "carlco"
193 Posts Total by "carlco":
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Posts by Anonymous "carlco":
JUST when the markets see to be correcting themselves, i read this....http://bit.ly/interestraterisetelegraph
wheat has had a 50% increase this year and thats having a knock on effect at Greggs! (no more doubling up on my usual order of cheese and bacon turnovers & apple danishs')
more seriously infalation has raised its head! after all the talk of deflation things seem to be spinning round quickly on this one too. Dry goods may well be dropping in price but the relentless increases in commodities and grains has to be paid for at the end point, we all have to eat right?
Q. Could some of the current uplift in usd x's be more long players realising that interest rates for the rest of the world may have to rise to dampen inflation , leaving the usa happily stimulating away, fearful of a debt laiden mortgage market into further repo's? if so 1.62-1.68 suddenly doesnt seem so unachievable. thought s anyone??
i apologise for putting this link here but didnt know where else to stick it.
So im thinking and please anyone correct me if im way off here, it doesnt matter what happens aslong as we don't get a 'global' double dip, which is looking more and more unlikely, (im also thinking here that all the bad news has been built into the prices, born out with what happened to amazons share price on worse profits report last week, for example, the share bounced back within the day)
Also, (sorry im making this a novel) the bank stress tests in europe although laughable shows the banks in as bad a shape as we all suspected, which is good, atleast they arent any WORSE than we thought! is this yet to show up in price action. I think what im saying is although USA is in a hole that might take them the longest to crawl out of, barring a major default (california???lol...Spain???) this could be great for oil bulls and a usdcad short , Question wouldnt it be better to play CADUSD long AND cheaper ??? (because of interest charges???)..