Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

<a href="https://www.smartkarma.com/entities/11135" target="_blank" data-smartkarma-citation="entities:11135">Fmc Corp (FMC US)</a> announced that it will increase lithium production on the back of a long term supplier contract with a major electric vehicle ("EV") manufacturer.FMC is one of four of the world's largest producers of lithium and it has inked a multi year supply agreement with a EV manufacturer. FMC will produce an additional 4,000 tons of lithium hydroxide next year raising the total production capacity to roughly 18,000 tons a year.The value chain begins with the extraction of lithium…

Fmc Corp (FMC US) announced that it will increase lithium production on the back of a long term supplier contract with a major electric vehicle ("EV") manufacturer.FMC is one of four of the world's largest producers of lithium and it has inked a multi year supply agreement with a EV manufacturer. FMC will produce an additional 4,000 tons of lithium hydroxide next year raising the total production capacity to roughly 18,000 tons a year.The value chain begins with the extraction of lithium…

Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production

Transport Sector, China and Asia-focused Research

Charles De Trenck

In this part: Continued discussions with Strategists, Investors. ...Noble Scuttlebutt. Pacific Basin disaster. Oil Rebound Picks from last year. Continued  hucksterism at the Fed. .. and a quick update on the future of report presentations.  Are we about to get some revolutionary upgrades for off the rack software? (...and should not the Smartkarma community be ready for upgraded presentation standards?)Noble Scuttlebutt: The first item of note is the great summary of <a href="https://www.smartkarma.com/entities/378" target="_blank" data-smartkarma-citation="entities:378">Noble Group Ltd</a> and its…

In this part: Continued discussions with Strategists, Investors. ...Noble Scuttlebutt. Pacific Basin disaster. Oil Rebound Picks from last year. Continued  hucksterism at the Fed. .. and a quick update on the future of report presentations.  Are we about to get some revolutionary upgrades for off the rack software? (...and should not the Smartkarma community be ready for upgraded presentation standards?)Noble Scuttlebutt: The first item of note is the great summary of Noble Group Ltd and its…

Too Much Going On To Be Bullish (Cont.) Noble, Stock Updates

I've been doing my mid-year round up with strategists, investors and ship-owners, and while i have remained generally positive on the commodities and gold etc rebounds from whence  they came 6 months ago, I cut my equities and trade exposures by about half in the last few weeks. I moved before any blame could link to a Brexit or a terror attack because ultimately the money made trading from the lows of 1Q16 could find zero support in [real] data or logic. Below i also review HK strategy, Noble…

I've been doing my mid-year round up with strategists, investors and ship-owners, and while i have remained generally positive on the commodities and gold etc rebounds from whence  they came 6 months ago, I cut my equities and trade exposures by about half in the last few weeks. I moved before any blame could link to a Brexit or a terror attack because ultimately the money made trading from the lows of 1Q16 could find zero support in [real] data or logic. Below i also review HK strategy, Noble…

Hao Wang, CFA

This is a quick update from <a href="https://www.smartkarma.com/insights/be-aggressive-in-q1-2016-and-be-defensive-through-rest-of-2016" target="_blank">my start-of-the year call</a> for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2. Almost exactly as I wrote, the dollar (DXY) has weakened 7.9% since the high of 99.83 at the start of the year to 91.92 in early May, commodities (SPGSCI Index) has rallied 35.7% during the same period. China, which has been a center of risk since last August, has clearly seen stabilization in economy, capital outflow, and stock markets. <figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/008/126/original/2.png?1463320298" class="editor-image img-responsive" data-smartkarma-image-id="8126"><figcaption class="figcaption">Dollar</figcaption></figure>…

This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2. Almost exactly as I wrote, the dollar (DXY) has weakened 7.9% since the high of 99.83 at the start of the year to 91.92 in early May, commodities (SPGSCI Index) has rallied 35.7% during the same period. China, which has been a center of risk since last August, has clearly seen stabilization in economy, capital outflow, and stock markets. Dollar…

Be Prepared for a Stronger Dollar in 2nd Half

FX Strategist

Greg Gibbs

Fundamental analysis of topical themes in FX

Amplifying Global FX Capital

Amplifying Global FX Capital was founded in 2015 and is fully owned by Greg Gibbs. It is a registered company both in Australia and Colorado, USA and is a licensed in Australia to provide financial services.

We are producing a regular trading view orientated macroeconomic analysis of topical themes in global financial markets, with a particular focus on foreign exchange. We invite you to view an “executive summary” of these reports in “AmpGFX Reports” under our “Research” menu.

These reports are drawn from the analysis of Greg Gibbs and inform the capital management he undertakes on behalf of the company. The trading performance is posted periodically on our website. We aim to build our company into both a research and capital management business. We are currently in the planning phase for managing capital for wholesale customers.

Greg Gibbs has spent his working life of more than 26 years in financial markets, beginning in 1989 at the Reserve Bank of Australia, after completing a Bachelor of Economics Degree (Honours) at the Australian National University. He has been a CFA Charterholder since 2005. He has worked in Sydney, Singapore, New York and London for major global banks and presented on foreign exchange markets to major financial institutions and companies around the world, and maintained a high profile in the financial media.

Before Amplifying Global FX Capital, Greg was the Head of Asia Pacific Market Strategy at the Royal Bank of Scotland based Singapore. He now resides in Breckenridge Colorado.

Macroeconomics

Global markets and investor confidence have reached an inflection point.  They have recovered from the extreme bearishness in the early months of the year supported by significant further monetary policy easing, cooperation among oil-producing nations, a sense that Chinese policymakers are working harder to underpin growth and stabilize its capital markets, and ECB efforts to mitigate the dampening effects of its negative rate policy on bank profits.  However, last week, global asset markets retreated after bumping up against down-trends established over the last year. Investors are worried that global growth and potential earnings remain tepid, that structural problems in emerging markets and over-supplied commodity markets remain. They may be concerned by the prospect of a return to monetary policy tightening in the US, the lingering doubts over bank profitability and loan quality, and limited further space to ease monetary and fiscal policy if required.  The outlook for US monetary policy will be important and key events this week will be watched closely.  We see the wages data at end week particularly important in the wake of a benign wage growth outlook in the 16 March FOMC meeting.

Global markets and investor confidence have reached an inflection point.  They have recovered from the extreme bearishness in the early months of the year supported by significant further monetary policy easing, cooperation among oil-producing nations, a sense that Chinese policymakers are working harder to underpin growth and stabilize its capital markets, and ECB efforts to mitigate the dampening effects of its negative rate policy on bank profits.  However, last week, global asset markets retreated after bumping up against down-trends established over the last year. Investors are worried that global growth and potential earnings remain tepid, that structural problems in emerging markets and over-supplied commodity markets remain. They may be concerned by the prospect of a return to monetary policy tightening in the US, the lingering doubts over bank profitability and loan quality, and limited further space to ease monetary and fiscal policy if required.  The outlook for US monetary policy will be important and key events this week will be watched closely.  We see the wages data at end week particularly important in the wake of a benign wage growth outlook in the 16 March FOMC meeting.

AmpGFX - US Wages Data a Potential Flash Point, Global Markets Inflection Point

United States

Air Products and Chemicals, Inc. produces industrial atmospheric and specialty gases, and performance materials and equipment. The Company's products include oxygen, nitrogen, argon, helium, specialty surfactants and amines, polyurethane, epoxy curatives and resins. Air Products and Chemicals, Inc. products are used in the beverage, health and semiconductors fields.

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Air Products & Chemicals, Inc (APD US)

Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production

Fmc Corp (FMC US) announced that it will increase lithium production on the back of a long term supplier contract with a major electric...

Ishita Jain

Too Much Going On To Be Bullish (Cont.) Noble, Stock Updates

In this part: Continued discussions with Strategists, Investors. ...Noble Scuttlebutt. Pacific Basin disaster. Oil Rebound Picks from last year....

Charles De Trenck

Too Much Going On To Be Bullish

I've been doing my mid-year round up with strategists, investors and ship-owners, and while i have remained generally positive on the commodities...

Charles De Trenck

Be Prepared for a Stronger Dollar in 2nd Half

This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....

Hao Wang, CFA

AmpGFX - US Wages Data a Potential Flash Point, Global Markets Inflection Point

Global markets and investor confidence have reached an inflection point. They have recovered from the extreme bearishness in the early months of...

Greg Gibbs

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