أشرف ألعايدي على قناة سي إن بي سي العربية -- 06 يونيو 2012

Jun 6, 2012 19:36

Ashraf tells CNBC Arabia that the latest downgrades of 7 German and Austrian banks may be merely a sign of partial exposure to faulty loans in Central and Eastern Europe, but the drag from Southern Europe on Germany remains a matter of concern. This is seen in all of Germany's surveys (investor, economic, consumer and industrial), all of which are at or nearing contraction territory. Much of these macro charts are looking increasingly similar to late 2007, early 2008. The current bounce in risk appetite at the expense of USD is here to stay, but for how long? And will it be followed by a 100-pt consolidation until the next barrage of policy solutions? Click here for direct access to today's edition:http://ashraflaidi.com/products/sub01/access/?a=644 Click here to subscribe: http://ashraflaidi.com/products/sub01/

Latest IMT - Jan 22

Trump's Golden Hit

Here is 90-second video on gold's movements during Trump's speech in Davos. The apparent deal struck with Europe over Greenland has helped stocks and weighed down on metals. Gold fell more than $100 after reaching the $4890 target first mentioned 4 weeks ago. I still own my nulcear and rare earths stocks, such as CCJ, OKLO, TMC and UAMY as well as the semiconductor derivative plays, but also diversified to non tech such as AIR, APG, BBIO and others. After having united Europeans over Greenland resulting from his threatsm, Trump is now shifting towards gradually dividing Europe by prompting nations to compete for positioning over rare earths. China will also likely revert to its aggressive policy and rare earths will likely benefitl. The Maths Reminder on XAUUSD is in this video.

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Latest Hot-Chart - Jan 22

EURGBP Channel Test EURGBP is on the cusp of a channel breakout. One of the least well known secrets is how this pair correlates with major equity indices. View Hot-Chart..

Intermarket Analytics

21-yr Intermarket Charts - 7 indices 11 currencies 14 commodities Chart

21-yr Intermarket Charts - 7 indices 11 currencies 14 commodities Interactive charting by instrument, chronological and alphabetical order. This enables organizing each individual commodity, currency or equity index' performance by magnitude or chronological order. View..