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.

FX & Rates

The rise in US long-term yields may continue, supported by Fed QT, ECB taper, rising oil prices, solid underlying recovery in the USA, solid global growth, diminishing uncertainty from geopolitical risks and hurricane season, and now a clearer focus on tax reform.  The USD/JPY is likely to mirror any further rise in yields.  The Bank of Canada walked back rate hike expectations.  NZD/USD may succumb to yet further narrowing in its razor-thin yield advantage with diminishing reasons to explain its strength.

The rise in US long-term yields may continue, supported by Fed QT, ECB taper, rising oil prices, solid underlying recovery in the USA, solid global growth, diminishing uncertainty from geopolitical risks and hurricane season, and now a clearer focus on tax reform.  The USD/JPY is likely to mirror any further rise in yields.  The Bank of Canada walked back rate hike expectations.  NZD/USD may succumb to yet further narrowing in its razor-thin yield advantage with diminishing reasons to explain its strength.

Rising US Yields to Lift USD/JPY; CAD and NZD Vulnerable

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Thematic (Sector/Industry)

Japan's Democratic Party is joining under Koike's Hope Party banner to run against the LDP. The risks of Abe's gambit are rising quickly. It would probably take a defection of the Komeito party to really threaten the LDP (which seems highly unlikely) but Koike's momentum is something to behold. As we had previously commented, Abe's election gambit is nowhere near as safe as he might assume and while it still seems probable that he will avoid the fate of other ousted incumbents, this development…

Japan's Democratic Party is joining under Koike's Hope Party banner to run against the LDP. The risks of Abe's gambit are rising quickly. It would probably take a defection of the Komeito party to really threaten the LDP (which seems highly unlikely) but Koike's momentum is something to behold. As we had previously commented, Abe's election gambit is nowhere near as safe as he might assume and while it still seems probable that he will avoid the fate of other ousted incumbents, this development…

Japan's Democratic Party to Merge With/Run Under Koike's Hope Party in Election

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

USD greenlightTo view click on this link: <a href="https://www.screencast.com/t/j7Sv6CNZO" target="_blank">https://www.screencast.com/t/j7Sv6CNZO</a>10:06 min.<figure class="editor-figure mceNonEditable"><img class="editor-image img-responsive" src="https://static-prod.smartkarma.com/images/media/000/034/437/original/CPG%20INSERT.png?1506500029" data-smartkarma-image-id="34437"></figure><div class="content-caption">USD breakout webcast</div>DXY - Mid-week updates outlined the risk of the DXY bottoming above 91 and the Euro breaking below 1.19 minor support and now has taken out 1.18 pivot support opening the way for a DXY move to 93.50 and the bigger hurdle at 94.20.  We have been increasing USD long positions over recent weeks.Fresh bull signals for a tactical USD rally. Given our bullish US yield stance we must take into…

USD greenlightTo view click on this link: https://www.screencast.com/t/j7Sv6CNZO10:06 min.USD breakout webcastDXY - Mid-week updates outlined the risk of the DXY bottoming above 91 and the Euro breaking below 1.19 minor support and now has taken out 1.18 pivot support opening the way for a DXY move to 93.50 and the bigger hurdle at 94.20.  We have been increasing USD long positions over recent weeks.Fresh bull signals for a tactical USD rally. Given our bullish US yield stance we must take into…

The US administration is all about tax reform, sending a disciplined message, and approaching Democrats to gain more bipartisan support for its agenda.  US yields have rebounded from a low for the year at the end of last week.  They may continue to rise in light of the stronger than expected US economic data in recent months that has not been given much consideration due to a variety of home-grown and global distractions.  Low yielders, JPY and EUR may be particularly vulnerable.  EUR may be in correction mode from an over-extended and excessively consensus bullish view.  The ECB will continue to emphasize a slow removal of monetary accommodation.

The US administration is all about tax reform, sending a disciplined message, and approaching Democrats to gain more bipartisan support for its agenda.  US yields have rebounded from a low for the year at the end of last week.  They may continue to rise in light of the stronger than expected US economic data in recent months that has not been given much consideration due to a variety of home-grown and global distractions.  Low yielders, JPY and EUR may be particularly vulnerable.  EUR may be in correction mode from an over-extended and excessively consensus bullish view.  The ECB will continue to emphasize a slow removal of monetary accommodation. 

This Time Trump? – Scope for USD Rebound

Korea Stock Exchange Kospi Index / Technical Analysis

We attempt to map out a trading sequence for September.With markets poised for a give back and increasing NK tensions we issued this update yesterday to our premium clients.Tuesday 5 September 2017 Protection levelsNK tensions appear be heating up with odds of missile launch this weekend. For this reason and September volatility, we need to put on some short protection in line with our pullback call to 2,445.S&amp;P - 2,470-74 is a good zone to place a short with scope to 2,475 (gap). We have…

We attempt to map out a trading sequence for September.With markets poised for a give back and increasing NK tensions we issued this update yesterday to our premium clients.Tuesday 5 September 2017 Protection levelsNK tensions appear be heating up with odds of missile launch this weekend. For this reason and September volatility, we need to put on some short protection in line with our pullback call to 2,445.S&amp;P - 2,470-74 is a good zone to place a short with scope to 2,475 (gap). We have…

Japan

The Japanese yen is the official currency of Japan. 

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JPY (USDJPY CURNCY)

Rising US Yields to Lift USD/JPY; CAD and NZD Vulnerable

The rise in US long-term yields may continue, supported by Fed QT, ECB taper, rising oil prices, solid underlying recovery in the USA, solid global...

Greg Gibbs

Japan's Democratic Party to Merge With/Run Under Koike's Hope Party in Election

Japan's Democratic Party is joining under Koike's Hope Party banner to run against the LDP. The risks of Abe's gambit are rising quickly. It would...

Mio Kato

USD Breakout

USD greenlightTo view click on this link: https://www.screencast.com/t/j7Sv6CNZO10:06 min.DXY - Mid-week updates outlined the risk of the DXY...

Thomas Schroeder

This Time Trump? – Scope for USD Rebound

The US administration is all about tax reform, sending a disciplined message, and approaching Democrats to gain more bipartisan support for its...

Greg Gibbs

Trading NK Tensions

We attempt to map out a trading sequence for September.With markets poised for a give back and increasing NK tensions we issued this update...

Thomas Schroeder

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