The Safe-Haven Gold Rally Has Shaky Footing
Resurgent investor demand for gold rests on tenuous circumstances.Historically, "safe haven" rallies have proved short-lived, and we see near-term...
380 Views
AmpGFX - The RBA's Policy Toolkit Is Threadbare, It May Soon Resume Currency Jawboning
The RBA may have an enviable 2.00% of rate cuts it can deliver, but it also has bubble in its housing market and cutting rates now may derive...
268 Views
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...
497 Views
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...
245 Views
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...
274 Views