Article Archives (2011)

Displaying Articles written in 2011

Tackling Liquidity, Policy, Geopol & Solvency

Nov 30, 2011 14:31 | by Ashraf Laidi
Global equity markets have peaked well before the top in inflation rates. A repeat of the 2007-2008 pattern signals another 20% decline in stocks
Charting Euro Macro, Yields & LIBOR Spreads

Nov 10, 2011 12:37 | by Ashraf Laidi
The case for a lower euro is broadening into macroeconomics, liquidity and yield differentials
Fed's Twist, ECB's Turn, Euro Shouts

Sep 22, 2011 0:37 | by Ashraf Laidi
Today's Operation Twist by the Fed confirms US monetary policy will be inadequately dovish to boost EURUSD and weigh on USD
Silver Lining, Debt Ceiling & Quant Easing

Jul 27, 2011 18:04 | by Ashraf Laidi
A new record high in gold, lack of progress in US Debt talks, lack of long term term solutions in Europe; all are strong reasons for Silver to catch up
SPR the New Global QE?

Jun 24, 2011 14:58 | by Ashraf Laidi
The IEA decision to release 60 mln barrels of oil reflects the G20's frustrations with the inflationary implications of the inevitable weakening in the US currency.
Another Bullish Argument for Metals?

May 6, 2011 23:09 | by Ashraf Laidi
Gold & silver may find a fresh source of bullishness from Eurozone debt concerns if the "Greece Exit" story bears weigh. And QE2 has yet to be extended.
ECB Peripheral Divergence & EURUSD

Mar 16, 2011 6:05 | by Ashraf Laidi
Euro rebounds in FX thanks to a hawkish ECB in the face of questionable peripheral yields. What gives?
Euro: New Year, New Challenges

Jan 5, 2011 19:25 | by Ashraf Laidi
Euro enters its 12 year and adds a 17th member but the challenges keep on coming. While parity in EURUSD is not viable, no real recovery is due any time soon.

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