Forum

Posts by "usikpa"

100 Posts Total by "usikpa":
79 Posts by member
usikpa
(Moscow, Russia)
21 Posts by Anonymous "usikpa":
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 2, 2011 21:57
Said

Is that a reference to URALS (oil grade, that is)?
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 2, 2011 20:14
Said

Very interesting read, if I may.
What made you think there is going to be QE3 (if I understood correctly)?
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 2, 2011 10:10
In Thread: EUR
Now, as it is almost inconceivable to imagine myself being honored with the lofty words of Ashraf the leader on these forums, please tell me if I am the only one who sees H&S on the weekly?
usikpa
Russia
Posted Anonymously
13 years ago
Feb 2, 2011 10:07
In Thread: EUR
Catnip,

PBOC is on holiday since yesterday. Rather telling are the short term rates on bunds. WHy is that?
usikpa
Moscow, Russia
Posts: 77
13 years ago
Feb 2, 2011 10:01
In Thread: USD
What was that, Said?
usikpa
Russia
Posted Anonymously
13 years ago
Feb 1, 2011 22:30
PBOC must raise interest rates.

China's official PMI input prices subindex rose to 69.3 from 66.7 in December.

China's last issued GDP figures have OVERINVESTMENT all over them.
No rebalancing towards more consumer driven growth
usikpa
Russia
Posted Anonymously
13 years ago
Feb 1, 2011 10:30
In Thread: EUR
Catnip, please go on.


Is there any change to your fundamental 1 month call now?
usikpa
Moscow, Russia
Posts: 77
13 years ago
Jan 31, 2011 20:52
Ha, catnip, - spot on
Abramovich though pays his income tax at Chukotka (if you know what GULAG is, you know where that is, then).

usikpa
Moscow, Russia
Posts: 77
13 years ago
Jan 29, 2011 9:20
In Thread: EUR
Ashraf,

Beyond the current flow of events, what do you think of the announced plans to extend the debts of european peripheral governments (Greece and Ireland, so far) for 30 years ?

Can Germany afford it?

If it is true, will the bund rates shot up thru the roof? Look at 2 year yeild marching up in the non stop fashion. The Bund - 2YR US Note differential will only increase. The real money and ACBs have been buying euros on the back of short term rates expectations, simple and plain.

This seems to be the driver behind the current move into the Spring. Will we see 1.40 by March?

Please respond
usikpa
Moscow, Russia
Posts: 77
13 years ago
Jan 28, 2011 12:27
In Thread: USD
A rise in taxes is a-coming to the US this Spring.

There will be lots of undercover strife about it but the inevitable "tax cuts" unwind is going to strike back.

GDP figures, and further revisons thereof in February will show if there is much choice.

That will put a cap on the S&P relentless drive.

Treasury yields will go up.

FED to raise rates by Fall. This Fall :)