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by Ashraf Laidi
Posted: Dec 8, 2008 19:10
Comments: 4
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More Risk Appetite as Stimuli Gone Wild

Global equities, high yielding currencies and commodities pursue their rallying ways in US trading as stimulus hysteria grips the worlds leading economies.
 
Ashraf Laidi
London, UK
Posts: 0
16 years ago
Dec 10, 2008 19:51
Steve,

No, I wrote yesterday " I warned CMC clients yesterday in the event of a 75-bp cut, CAD downside is expected to broaden, with USDCAD likely to overshoot to as high as 1.2720-40 before a retreat towards 1.2660s is guided by rallying equities". That means that USDCAD would have a kneejerk reaction higher (CAD lower) towards 1.2740s then drops back down (CAD goes back up) and that is what happened. It is hard to foresee USDCAD regaining 1.30 in the short0term, unless of course stocks drop another 4 to 5%.

Ashraf
Steve
New York, United States
Posted Anonymously
16 years ago
Dec 10, 2008 14:14
Ashraf,

See below, that means usd/cad is in uptrend, to break 1.3 eventually to go beyond? Pls advise. Have a happy holiday.

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December 10, 2008 08:37: I warned CMC clients yesterday in the event of a 75-bp cut, CAD downside is expected to broaden, with USDCAD likely to overshoot to as high as 1.2720-40 before a retreat towards 1.2660s is guided by rallying equities. USDCAD topped out at 1.2740s before retreating below 1.26. Current decline in risk aversion and modest rally in commodities may extend losses in USDCAD towards 1.2520s, leaving resistance intact at 1.2720.
Ashraf Laidi
London, UK
Posts: 0
16 years ago
Dec 10, 2008 11:49
Hamish,

Simply put, quantitative easing means central banks willl pump up liquidity with the goal of targetting the quantity of money rather than its price (interest rates). Looks like the Fed is already doing it.This is generally negative for currencies as a whole and helpful for gold in the long run. At times of short term recoveries in stocks, USD and JPY are seen as the big losers while CAD, AUD and NZD are preferred. Note how the JPY is holding quite firm, keeping all JPY crosses under pressure.

Ashraf
hamish
vancouver, Canada
Posted Anonymously
16 years ago
Dec 10, 2008 6:13
Could you please elaborate on quantitative easing policies? If the SNB pursue a QE policy will other CBs follow? If so,which currencies are likely to benefit or does gold become king?