What the Capex Cliff Means for Australia's 'Big Short'
In the past week, two bottom up developments have dominated the financial market news flow in Australia: the belated announcement of CEO...
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AmpGFX - Time to Think About Selling CAD and AUD
We have been observing more than participating in choppy FX markets over most of this month, unconvinced that a weaker USD would persist, but...
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Brexit Reprising the Scottish Referendum, Housing Becomes Political as Election Looms in Australia
There is a lot of stewing over the UK Brexit referendum, undermining the GBP, dragging down the EUR a bit, supporting gold and JPY, and possibly...
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AmpGFX - Jobs Data Take Some Wind Out of Sails of the RBA's Recent Optimism
Currency markets may remain in a choppy trendless state for the time being. Low negative rate policies in the Eurozone and Japan, preclude us from...
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AmpGFX - Australian Government Tinkering with a Ticking Time-Bomb
As Australia heads towards its May budget and a federal election later this year, debate over tax policy is heating up. The need to come up with...
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