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

USD

Discuss USD
 
Ashraf Laidi
London, UK
Posts: 0
14 years ago
Mar 4, 2010 1:16
some valuable thoughts from one of the best minds in FX Hans Gunther Redeker of Paribas
http://bit.ly/dwZnk9

Ashraf
nzvik
Auckland, New Zealand
Posts: 225
14 years ago
Mar 3, 2010 17:44
u r right mont - other stuff has to line up for USD to tumble

the future is not always an extension of the past
montmorency
Abingdon, UK
Posts: 610
14 years ago
Mar 3, 2010 17:38
From a quick lookback, what Vik says is more or less correct. However, as they say in the small print in ads for financial products: "Past performance is no guarantee of future results..."

:-)
nzvik
Auckland, New Zealand
Posts: 225
14 years ago
Mar 3, 2010 15:46
just so you all know historically USD declines in March - has been the trend for the last 5 years and conversely the EURO goes up in March. not sure what the reason is but this has been the trend for the last 5 years.
good luck all
said
mulhouse, France
Posts: 2822
14 years ago
Mar 3, 2010 12:58
XARON

DEFICIT OK I AGREE WITH WHAT HE WRITES BUT THATS FACTS AND FACTS DONT SHOW YOU INTERPROGRAM RELATIONS;
I DONT WORRY ABOUT CALIFORNIA DEBT AN NEITHER ILLINOIS DEBT; AS FOR ILLINOIS THEY WILL COLLECT MOMENTUM FROM THEIR DECADE INVESTMENT IN ONTARIO; U KNOW WHERE STRENGH IS.

FICTIONAL CALIFORNIA IS GONNA GET BUY BACK BY THE ASIAN;

CNBC PISTACHES
Xaron
Munich, Germany
Posts: 528
14 years ago
Mar 3, 2010 12:24
From Chuck Butler today (keep that in mind when you punish the Euro because of Greece):

Somebody asked me the other day, why I include Illinois with California when I talk about the states in the U.S. that have debt problems greater than the PIIGS (Portugal, Italy, Ireland, Greece, Spain)... Well, it just so happens that our bond guru, Don Ries, sent me a note yesterday from the Telegraph in the U.K. where you'll usually find the most excellent writer, Ambrose Evans-Pritchard.. Let's hear what mister Pritchard had to say about Illinois...

"Barack Obama's home state of Illinois is near the point of fiscal disintegration. "The state is in utter crisis," said Representative Suzie Bassi. "We are next to bankruptcy. We have a $13 Billion hole in a $28 Billion budget."

"The state has been paying bills with unfunded vouchers since October. A fifth of buses have stopped. Libraries, owed $400m (263m), are closing one day a week. Schools are owed $725m. Unable to pay teachers, they are preparing mass lay-offs. "It's a catastrophe", said the Schools Superintendent.

In Alexander County, the sheriff's patrol cars have been repossessed; three-quarters of his officers are laid off; the local prison has refused to take county inmates until debts are paid.

Bad news: we're back to 1931. Good news: it's not 1933 yet
Ben Bernanke warns more is needed to help stabilize the financial system
$800 Billion boost for flagging US economies in Florida, Arizona, Michigan, New Jersey, Pennsylvania and New York are all facing crises. California has cut teachers salaries by 5%, and imposed a 5% levy on pension fees.

The Economic Policy Institute says states face a shortfall of $156 Billion in fiscal 2010. Most are banned by law from running deficits, so they must retrench."
Ashraf Laidi
London, UK
Posts: 0
14 years ago
Mar 2, 2010 22:24
My analysis in tomorrow's ShortView Column by John Authers (financialtimes)

VIDEO http://bit.ly/SedU

TEXT http://bit.ly/9pSBlD


Ashraf
Ashraf Laidi
London, UK
Posts: 0
14 years ago
Mar 1, 2010 20:59
callum, i think Oanda does RMB instruments. Otherwise, a revaluation would generall be positive for SGD, TWD, MYR


Ashraf
coolshades
UK
Posted Anonymously
14 years ago
Mar 1, 2010 14:24
i noticed that GFC markets is marketing Nour Aldeen M. Al Hammoury, its Chief Mid East Strategis Analyst, as one of the best analyst in the world. I follow Nour too and his analyses and Ashraf's are pretty close.

however for me Ashraf Laidi wins hands down as the best and most selfless analyst in the world.

and this from a confirmed cynic!!!!!
Eelman
Maine, United States
Posts: 93
14 years ago
Mar 1, 2010 14:10
Totally agree Pipped! The obvious manipulation happening before our eyes is mind blowing! Seems like the PPT has been told to keep the S&P over 1100 and Dow over 10k no matter what!