Weaker EUR & JPY, Stronger Commodity Currencies
Looking over the map, recent USD gains are less about renewed strength in the US economy and more about weaker trends in JPY, GBP and EUR spilling...
326 Views
Brexit Impact Over, Yields Rising, Currencies at Both Ends of Risk Spectrum Fall
Brexit fear is now close to being fully priced into the GBP, in our view. The most recent slide in October tends to reflect the hard Brexit risk. ...
247 Views
AmpGFX - Knock-Ons from Rising Bond Yields
GBP has finally and belatedly responded to the heightened and prolonged Brexit uncertainty, notwithstanding a resilient UK economy and prospects of...
277 Views
AmpGFX - Banks Weak, but Commodities Firming
News related to Deutsche Bank turned around what was a developing risk positive trend in global markets and currencies this week. A stronger oil...
257 Views
AmpGFX - ECB and BoJ Buckle in for the Long Haul
Policy inertia at the major central banks may be contributing to a low degree of commitment in FX and rates markets leaving them subject to flights...
214 Views