Intraday Market Thoughts Archive

2011 November

• 2011-11-30 17 New Premium Trades, Egan Jones Downgrades France (Ashraf Laidi)
• 2011-11-30 Latest Article on Global Inflation Lagging Equities (Ashraf Laidi)
• 2011-11-30 Risk on as China Cuts RRR, ECB Suggests More Flexibility (Patrik Urban)
• 2011-11-30 EFSF Outlined, Onto Ezone Flash CPI (Kyle Morrison)
• 2011-11-30 Euro Nears Wedge, S&P Downgrades US Banks (Adam Button)
• 2011-11-29 Ashraf's Latest Interview on AlArabiya (Ashraf Laidi)
• 2011-11-29 Dual Trades in EURUSD, EURJPY & ES (Ashraf Laidi)
• 2011-11-29 Euro Struggles After Costly Italian Auctions (Patrik Urban)
• 2011-11-29 Onto Italian Auctions, Italian 10 yr at 7.38% (Kyle Morrison)
• 2011-11-29 EUR Rebound Stalls, Fitch Lowers US Outlook (Adam Button)
• 2011-11-28 IMF Rumour Denied, Rebound Remains (Patrik Urban)
• 2011-11-28 New Premium Trades as Risk Appetite is Back on (Ashraf Laidi)
• 2011-11-28 Turning to Italy, Belgium Auctions (Kyle Morrison)
• 2011-11-26 Greece Headed for Involuntary Default (Adam Button)
• 2011-11-25 USDX Boosted by Weak EUR, Fading JPY (Patrik Urban)
• 2011-11-25 EURUSD at 1.3250s Awaiting Italy Auction (Kyle Morrison)
• 2011-11-25 Merkel Remains Against Eurobonds, Euro Still Pressured (Adam Button)
• 2011-11-24 Awaiting IFO, UK GDP Revision (Kyle Morrison)
• 2011-11-23 Eurozone Crisis Nearing the Panic Stage (Adam Button)
• 2011-11-23 EURUSD Losing Streak, Latest Premium Trades (Ashraf Laidi)
• 2011-11-23 Poor German Auction & Weak Data Send EUR Below 1.34 (Patrik Urban)
• 2011-11-23 German Manuf PMI Contracts Further, BoE Minutes Due (Kyle Morrison)
• 2011-11-23 IMF Bullets Bounce Off, China PMI Next (Adam Button)
• 2011-11-22 Ashraf's Piece on the Norwegian Krone (Ashraf Laidi)
• 2011-11-22 Euro Rebounds Despite Soaring Spanish Yields, US GDP Rev Next (Patrik Urban)
• 2011-11-22 Euro Regains 1.35, Spain Auctions Next, Gold Licks Wounds (Kyle Morrison)
• 2011-11-21 US Austerity Still a Long Ways Away, New Trades (Adam Button)
• 2011-11-21 Ashraf Speaking on FX & Intermarket Ideas Tomorrow in London (Ashraf Laidi)
• 2011-11-21 Turning to Existing Home Sales, USDX at 6-Week Highs (Patrik Urban)
• 2011-11-21 Risk Aversion Starts Holiday-Shortened Week, New Premium Trades (Kyle Morrison)
• 2011-11-18 EUR Specs Pile Into Shorts, Latest Premium Ahead of Monday Asia (Adam Button)
• 2011-11-18 Euro Supported By Lower Yields, Draghi Mum on ECB Purchases (Patrik Urban)
• 2011-11-18 Oil Struggles to Hold Above 6 Week Trendline (Kyle Morrison)
• 2011-11-18 FX Weathers the Storm, Aussie Below par (Adam Button)
• 2011-11-17 SPN-GER Spread Avoids 5%, Latest Premium are up (Ashraf Laidi)
• 2011-11-17 Spanish, French Yields Rise, Rumours of Margin Hike (Patrik Urban)
• 2011-11-17 Awaiting Spain, French Bond Auctions (Kyle Morrison)
• 2011-11-16 Banking Worries Return, EUR Closes Below 1.35 (Adam Button)
• 2011-11-16 BoE Projects 1.3% CPI In 2 Years; US CPI, IndusProd Is Next (Ashraf Laidi)
• 2011-11-16 Euro Gets Hit in Asia, Awaiting UK Jobless, BoE Report (Kyle Morrison)
• 2011-11-15 Retail Sales Upbeat, Italy Upticks, BOJ Up Next (Adam Button)
• 2011-11-15 Latest Premium Trades Ahead of Big GBP Day (Ashraf Laidi)
• 2011-11-15 Italian 10 Yr Yield Above 7%; US Retail Sales Next (Patrik Urban)
• 2011-11-15 Awaiting German ZEW & UK CPI (Kyle Morrison)
• 2011-11-14 European Crisis Shifts Back to Banks, RBA Minutes Next (Adam Button)
• 2011-11-14 Latest Premium Trades USDJPY is Back (Ashraf Laidi)
• 2011-11-14 Mixed Italian Auction, EURUSD Below 1.37 (Patrik Urban)
• 2011-11-14 Turning to Italy's 5-year Auction (Kyle Morrison)
• 2011-11-14 Euro Attempts to Extend Monti Bounce (Adam Button)
• 2011-11-11 Italy Senate Approves Austerity, New Premium Trades are Here (Patrik Urban)
• 2011-11-11 Euro Firms on Monti-Papademos Bounce (Kyle Morrison)
• 2011-11-11 Italy Getting its Act Together & Additional Premium Chart (Adam Button)
• 2011-11-10 Latest Premium Trades Proceed Cautiously (Ashraf Laidi)
• 2011-11-10 Charting Euro Yield Spreads, LIBOR Differentials & Macro (Ashraf Laidi)
• 2011-11-10 Ashraf's CNBC Appearance Earlier on Ezone Debt (Ashraf Laidi)
• 2011-11-09 Bond-Led Blowout, Key Aussie Jobs Upcoming (Adam Button)
• 2011-11-09 Ashraf on CNBC Closing Bell in 50 mins (Ashraf Laidi)
• 2011-11-09 Latest Premium Trades & Bailout/Yield Metrics (Ashraf Laidi)
• 2011-11-09 Another Rare 2% Daily Decline in EURUSD (Ashraf Laidi)
• 2011-11-09 Italian Bond Margin Hike Hits Italy, Euro & the Rest (Kyle Morrison)
• 2011-11-08 Arrivederci Berlusconi, Awaiting Chinese CPI (Adam Button)
• 2011-11-08 Awaiting Berlusconi & SNB's Hildebrand (Patrik Urban)
• 2011-11-08 Latest HotChart on ECB Purchases vs EURUSD (Ashraf Laidi)
• 2011-11-07 Berlusconi Keeps Markets on Edge (Adam Button)
• 2011-11-07 Euro Shrugs Falling BTPs, Latest Premium Trades (Ashraf Laidi)
• 2011-11-07 Fresh ECB SMP Cap Italian Yields, EUR Consolidates (Patrik Urban)
• 2011-11-07 Greeks Negotiates Politics, Berlusconi Fights on, EURUSD Below 1.37 (Kyle Morrison)
• 2011-11-05 Text (SMS)-based Premium Trades Now Ready (Ashraf Laidi)
• 2011-11-05 Papandreou Wins Confidence, but not Greece (Ashraf Laidi)
• 2011-11-04 New Premium Trades Ahead of Greek Vote (Ashraf Laidi)
• 2011-11-04 Canadian Employment Plunged, US NFP Is Next (Patrik Urban)
• 2011-11-04 G20 set to Conclude Ahead of Greece no Confidence Vote (Kyle Morrison)
• 2011-11-03 Greece Overshadows ECB Rate Cut, RBA Minutes Preview (Adam Button)
• 2011-11-03 Latest Premium Trades & Latest Greek Drama (Ashraf Laidi)
• 2011-11-03 Awaiting ECB Decision & Draghis First Conference (Patrik Urban)
• 2011-11-03 Greek Referendum Date set as Markets await ECB (Kyle Morrison)
• 2011-11-03 Adding New Premium Trades on Asia's Tumble (Ashraf Laidi)
• 2011-11-02 Fed Cuts Growth, Leaders Pepper Greece, Aussie Sales Next (Adam Button)
• 2011-11-02 Evans Wants more Easing at the Fed, Back to Greece (Ashraf Laidi)
• 2011-11-02 Euro Shrugs Weak PMIs, Awaiting ADP, FOMC (Patrik Urban)
• 2011-11-02 Eurozone, UK PMI Due out in Sea of Green (Kyle Morrison)
• 2011-11-01 CORRECTED: Confusion Reigns as Greece Scrambles, New Premium Trades (Adam Button)
• 2011-11-01 Latest Premium Trades are up, with Volatility & Monthly Charts (Ashraf Laidi)
• 2011-11-01 UK PMI Deepens Contraction; Euro Below 1.37, ISM Manuf Next (Patrik Urban)
• 2011-11-01 RBA Cuts, Chinese PMI Slips, UK Q3 GDP Next (Kyle Morrison)