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by Ashraf Laidi
Posted: Feb 22, 2010 5:00
Comments: 3119
Forum Topic:

Commodity FX (CAD AUD NZD NOK)

Discuss Commodity FX (CAD AUD NZD NOK)
 
Rezz
Vancouver, Canada
Posts: 53
14 years ago
Feb 2, 2011 1:40
Now its the inflation story that is dragging down the USD index. Last time i recall, when latin american countries ran into inflation their currencies devalued and the governments had to raise rates both to control inflation, and to give a reason for foreigners to take on the risk and park their money in a currency that may be going downhill.

So what gives? It seems the USD can do no right. If US numbers/growth are better than europe with lower inflation, the reason to rally is because they say risk is back on.
Well if inflation goes up, costs will trickle into reducing corporate margins (if they avoid passing it to US consumers), and the S&P should be peaking then? All indications are this is a classic suckers rally during earnings season, where wall street sells into the strength which is brought about by investors who are buying the hype. I expect a correction, perhaps even tomorrow!!
said
mulhouse, France
Posts: 2822
14 years ago
Feb 1, 2011 23:41
eh daveO
in 2001 i was in washington DC and walked through the capitole. i saw a lot of portable toilet and VC. the light came and i say when i go back to my hometown i propose a project to my brother whom at that time was working on chemical toilets through europe. they havent accepted my proposal but anyway here it is. i listed some potential companies for manufacturing part of the portable toilet in southeast part of the united states and wanted to negotiate the patent with the division plastics of general electric for the moulding process. the plan was so clear it had to go to the touristic infrastructure of mexico passing by padre island. i never knew that GE will sell to sabic few years later this division.

and this is affirmative.
said
France
Posted Anonymously
14 years ago
Feb 1, 2011 23:17
250 pips and the cleopatra table at the coffee.
this is what u are gonna say
thanks former GS dublin.
usikpa
Russia
Posted Anonymously
14 years ago
Feb 1, 2011 22:30
PBOC must raise interest rates.

China's official PMI input prices subindex rose to 69.3 from 66.7 in December.

China's last issued GDP figures have OVERINVESTMENT all over them.
No rebalancing towards more consumer driven growth
biodiesel
Ireland
Posted Anonymously
14 years ago
Feb 1, 2011 22:18
25bp a certainty. 50bp a mere possibility. Oil was heading towards $83-84 before the unrest in Egypt started. The cloud of sustained interest rate hikes looms.
catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Feb 1, 2011 22:09
I give PBOC hike 25 bp a mere 50% chance . Markets rally because of this . But if PBOC surprises impact could be big .. not likely.
said
mulhouse, France
Posts: 2822
14 years ago
Feb 1, 2011 22:02
it is not important. me i dont look at this.
biodiesel
Killarney, Ireland
Posts: 3
14 years ago
Feb 1, 2011 22:01
Chinese interest rate hike and what looks to be a major cyclone heading towards Oztralia! This could be the baby to take her down 250pips
catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Feb 1, 2011 21:53
AMPW is a takeover Hunnu coal is Mongolia explorer. Mongolia is hot .
said
France
Posted Anonymously
14 years ago
Feb 1, 2011 21:23
and the paper inprint with the crown of england daveO.
true catnip u transfert ur techno to south africa for lignite transformation i have to admit very good techno. lets stop there dont talk bought amercian power with transmit received please lets keep it class. i like mercedes benz.