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by Ashraf Laidi
Posted: Feb 22, 2010 5:00
Comments: 2338
Forum Topic:

USD

Discuss USD
 
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macrosam
United States
Posts: 190
14 years ago
Apr 16, 2010 17:09
The only thing I would ask is: is the spectre of increased regulation and financial institution scrutiny, public outrage, and politicians taking center stage inflationary or deflationary?

Gold's run up has not been inflation based, it has been inflation expectation based. With no actual velocity or multiplier effect on this money, gold is just another asset to be sold/liquidated when risk aversion calls and there are profits to be had. Gold is still in a secular bull market (I agree with Ashraf) but I believe the drivers of its eventual breakout have yet to occur but are inevitable.
catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Apr 16, 2010 16:39
UST bond price shoots up .... positive for USD negative for commodities ( what about gold?) very negative for EUR and GBP.
macrosam
United States
Posts: 190
14 years ago
Apr 16, 2010 16:24
Say hello to increased regulation for hedge funds and Wall St. This is eerily similar to the Great Depression which ushered in the Securities Acts of 1933 and 1934 in response to fraud.
catnip
Frankfurt, Germany
Posted Anonymously
14 years ago
Apr 16, 2010 16:21
Watch US bond prices! The Euro's end could be very near.
macrosam
United States
Posts: 190
14 years ago
Apr 16, 2010 16:10
John Paulson, not Hank, correctoin
macrosam
United States
Posts: 190
14 years ago
Apr 16, 2010 15:56
SEC naming Hank Paulson as one of those involved in structuring CDOs in question.
macrosam
United States
Posts: 190
14 years ago
Apr 16, 2010 15:45
SEC charges Goldman Sachs with fraud relating to subprime CDOs
said
mulhouse, France
Posts: 2822
14 years ago
Apr 16, 2010 11:50
IF GOLD AND USD STAY CORRELATED FOR NEX DAY I AM TEMPTED TO CORRECT MY PROJECTION FOR EURUSD BY GIVING FIRST AROUND 1;3770 BEFORE 13325
GOLD MIGHT COME BACK TO 1O87 IF 1136 BROKEN WITHIN NEXT TWO WEEK THEN 1087 1075 SUPPORT FOR 1350
BUT FOR THE MOMENT GOLD STILL HAS SOME UPSIDE TILL AROUND 1182
macrosam
United States
Posts: 190
14 years ago
Apr 16, 2010 11:13
Re: Greece leaving the monetary union

If there is indeed an IMF bailout, there isn't going to be any more supply of GGBs and the risk of default is significantly reduced, which will benefit the shorter maturity bonds and consequently their holders. Short end yields should come in. Not really clear what will happen to longer maturity GGBs.
montmorency
Abingdon, UK
Posts: 610
14 years ago
Apr 16, 2010 9:40
@Cuban:staying out of GBP/USD seems reasonable. I'm just shorting rallies for relatively small pips, but also ready for possible bigger move - you never know. Similar with EUR/USD.
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