Ashraf's Book: Currency Trading and Intermarket Analysis

How to Profit from the Shifting Currents in Global Markets
Wiley Trading Series - 2008

*Ranked #1 in Amazon's Foreign Exchange and Finance sub-categories

 

Chapter 1 Gold and the Dollar

  • End of Bretton Woods System Marks Gold's Takeoff Fed Tightening and FX Interventions Rein in Gold Rally
  • Central Banks Gold Sale Agreements
  • Gold-USD Inverse Relation
  • Recent Exceptions to the Inverse Rule
  • Using Gold to Identify Currency Leaders and Laggards
  • Golds Secular Performance
  • Valuing Currencies via Gold
  • Golden Correlations
  • Dont Forget Falling Gold Production
  • Gold and Equities: Hard versus Monetary Assets
  • Gold-to-Equity Ratios
  • The Role of the Speculators
  • Gold Is Part of a Larger Story

Chapter 2 Oil Fundamentals in the Currency Market

  • From a Gold Standard to an Oil Standard (1970s-1980s)
  • Oil Glut and Price Collapse (1981-1986)
  • The Super Dollar of (1980-1984) The Worlds Third Oil Shock
  • World Intervenes against Strong Dollar (1985-1987)
  • Iraqs Invasion of Kuwait and the Gulf War (1990-1991)
  • The Asian Crisis and OPECs Miscalculation (1997-1998)
  • Oil Thrives on World Growth, Dot-Com Boom (1999-2000)
  • Iraq War Fuels Oil Rally, Dollar Flounders, China Takes Over (2002 to Present)

Chapter 3 When the Dollar was King (1999-2001)

  • The Major Theories
  • Annual Performance Analysis of Individual Currencies

Chapter 4 The Dollar Bear Rises (2002-2007)

  • 2002: The Beginning of the Dollar Bear Market
  • 2003: Dollar Extends Damage, Commodity Currencies Soar
  • 2004: Global Recovery Boosts Currencies against U.S. Dollar
  • 2005: Commodities Soar alongside Dollar, Carry Trades Emerge
  • 2006: Dollar Vulnerable as Fed Ends Two-Year Tightening
  • 2007: Record Oil Boosts Loonie, Helpless Fed Hits Greenback
  • Lessons Learned

Chapter 5 Risk Appetite in the Markets

  • Carry Trades in Foreign Exchange
  • Using Risk Appetite to Gauge FX Flows
  • The VIX
  • Futures Flows
  • Corporate Bond Spreads
  • Tying It All Altogether: 1999-2007

Chapter 6 Reading the Fed via Yield Curves, Equities, and Commodities

  • Yield Curves and the Economy
  • Types of Yield Curves
  • Rationale of Inverted Yield Curve Implications
  • Effectiveness of Yield Curve Signals Implications
  • Greenspans Conundrum Proved Bernankes Problem
  • Implications for Growth, Stocks, and Currencies
  • Tying Interest Rates to the Gold-Oil Ratio

Chapter 7 U.S. Imbalances, FX Reserve Diversification, and the U.S. Dollar

  • The U.S. Twin Deficits
  • U.S. Current Account Deficit: Old Problem, New Challenges
  • Adding the Budget Balance to the Mix
  • Financing the Deficits: The Path to Unsustainability?
  • Dissecting U.S.-Bound Foreign Capital Flows
  • U.S. Stocks and Bonds Vie for Foreign Money
  • Capital Flows Shift Identities
  • Foreign Direct Investment and M&As
  • How Long Will Foreign Capital Be Available on the Cheap?
  • Dont Ignore U.S. Investors Flows Abroad
  • Currency Reserve Diversification: OPEC and the Middle East
  • Further Currency Diversification Is Inevitable
  • The View Ahead

Chapter 8 Commodities Super Cycles and Currencies

  • The Current Commodity Cycle versus Previous Cycles
  • Dissecting Commodity Classes
  • Commodities and their Currencies
  • Developing World to Maintain Ripe Outlook for Food and Grains
  • Energy Efficiency Not Enough to Halt High Oil
  • Copper and Gold to Shine on Long Term Fundamentals
  • Commanding Heights or Common Bubbles?

Chapter 9 Selected Topics in Foreign Exchange

  • Revisiting Yield Curves
  • Is Dollar Stability a Necessity?
  • How Far Will Commodities Outstrip Equities?
  • U.S. Politics and the U.S. Dollar
Comments (Showing latest 10 of 10) View All Comments
Ashraf Laidi
London, UK
Posts: 0
13 days ago
Apr 2, 2014 11:57
City Index tops FXWeek’s 3-month & 1-month rankings of currency forecasts, ahead of banks & competitors.
http://twitpic.com/e03agt


Ashraf
Ashraf Laidi
London, UK
Posts: 0
19 days ago
Mar 27, 2014 11:39
Ashraf Laidi
London, UK
Posts: 0
32 days ago
Mar 14, 2014 10:28
Those who read my book and the part about Gold/Oil ratio leading equity turns, check out the Gold/oil ratio now.

Ashraf
Sahid
barra, France
Posts: 464
39 days ago
Mar 7, 2014 19:28
In reply to Sahid's post
long over the w'end for EU on japan open
except some pullback, forward operation at 1.5292 for the lover of this instrument.
Sahid
barra, France
Posts: 464
39 days ago
Mar 7, 2014 15:12
In reply to Sahid's post
quelques projections navales sur le marché.
Sahid
barra, France
Posts: 464
39 days ago
Mar 7, 2014 15:01
In reply to Sahid's post
eh ashraf
i just knew levin guys behind has a file on my person
i hope they dont forget the Kuwait geostrategy in thepersian gulf in the iron mountain
Sahid
barra, France
Posts: 464
39 days ago
Mar 7, 2014 13:39
In reply to Sahid's post
NBER Hunter wrecked her forecast of weak NFP
they loved the NFP for FY15 at the base
http://www.youtube.com/watch?v=kqXiY94TwFY
Sahid
barra, France
Posts: 464
39 days ago
Mar 7, 2014 13:26
In reply to Sahid's post
short EU 3896
Sahid
barra, France
Posts: 464
39 days ago
Mar 7, 2014 13:15
In reply to Ashraf Laidi's post
salut philippe
il y a un syrien a moustache dans ma ville qui a besoin de sefaire peindre les cheveux.
le steak est trop gros ici pour les jeunes frnechies.
Ashraf Laidi
London, UK
Posts: 0
39 days ago
Mar 7, 2014 11:49
Recording link to my webinar from last night
http://webinars.hamzeianalytics.com/AL_GC_FH_140306.wmv

Ashraf