The End of Kurodanomics
In our view, the Bank of Japan is likely to be forced to taper its Quantitative and Qualitative Easing (QQE) program in the next few years. If so,...
288 Views
AmpGFX - Fed Gradual and Cautious, JPY Sets Tone
Chair Yellen signaled an incremental improvement in the outlook for rate increases, but she left out a lot of possible comments that might have...
198 Views
AmpGFX - The Market Looks to Yellen for Inspiration
San Francisco Federal Reserve President Williams might vote for a hike sooner rather than later, but he appears to be on the hawkish side of the...
180 Views
AmpGFX - Reviewing a Complex Period Since Brexit, FX Uncertainty Remains High
It has been a complex period in currency markets since the Brexit vote. The USD has been unusually weak considering the lift in its yield...
248 Views
AmpGFX - Emerging Markets Take Charge While Fed Free-Wheels
High beta assets globally have significantly out-performed over recent months. Emerging market equities, bonds and currencies have led the...
236 Views