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 USD remains mixed, but gold has developed a persistent uptrend.  This may reflect underlying weakness in the USD and doubts about the state of the global economy.  Its recent rise is at odds with the rebound in global equities, but consistent with lower global yields since the Fed moved to a stable rates outlook late last year.  Gold will face a significant test around its highs of last year, levels that have capped gold since 2013.  It may not be related, but it nevertheless noteworthy that Bitcoin may be showing signs of forming a base.

The USD remains mixed, but gold has developed a persistent uptrend.  This may reflect underlying weakness in the USD and doubts about the state of the global economy.  Its recent rise is at odds with the rebound in global equities, but consistent with lower global yields since the Fed moved to a stable rates outlook late last year.  Gold will face a significant test around its highs of last year, levels that have capped gold since 2013.  It may not be related, but it nevertheless noteworthy that Bitcoin may be showing signs of forming a base.

China Macroeconomics & Academia

Christopher Balding

Over and over again we have commented on China’s FX market as a gauge for health of China’s markets. It is not just due to FX trading and rate shifts. It is also because it is easier to spot the PBOC gaming the system in the FX market. And we do believe that right now the PBOC is pushing the CNY away from what the value would be otherwise.

Over and over again we have commented on China’s FX market as a gauge for health of China’s markets. It is not just due to FX trading and rate shifts. It is also because it is easier to spot the PBOC gaming the system in the FX market. And we do believe that right now the PBOC is pushing the CNY away from what the value would be otherwise.

Over past couple day the USD dollar index has dropped a little bit, but the CNY has strengthened enormously. We are taking a look at FX results following the announcement of the trade truce and to our suspicions we find the CNY is suddenly abnormally strong.

Over past couple day the USD dollar index has dropped a little bit, but the CNY has strengthened enormously. We are taking a look at FX results following the announcement of the trade truce and to our suspicions we find the CNY is suddenly abnormally strong.

Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

Cross-Asset Liquidity Strategist

Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


<ul>
<li>Impact of Central Bank tightening already squeezing Global Liquidity and hitting asset prices</li>
<li>
Cross-border Capital Flows are less well-understood</li>
<li>
US$4 trillion of speculative 'flight' capital invested in US assets could soon exit
</li>
<li>US capital outflows would weaken the US dollar, push up bond term premia and yields and crater Wall Street</li>
</ul>


Impact of Central Bank tightening already squeezing Global Liquidity and hitting asset prices

Cross-border Capital Flows are less well-understood

US$4 trillion of speculative 'flight' capital invested in US assets could soon exit

US capital outflows would weaken the US dollar, push up bond term premia and yields and crater Wall Street


The Changing Direction of Global Capital Or Why This US Bear Market Will Be Very Different

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 rise showed clear signs of struggling amid mounting divergence and slowing upside momentum in our insight <a href="https://www.smartkarma.com/insights/dollar-s-fuel-and-struggle-in-asia-these-are-the-currencies-to-short-into-the-next-usd-push" target="_blank" data-smartkarma-citation="insights:24193">Dollar's Fuel and Struggle in Asia - These Are the Currencies to Short into the Next USD Push</a>. We laid out a path to our DXY 97 peak zone and currencies favored to reverse from long to short versus the USD.Euro 1.13 long aligned with DXY 97. Asian FX was already showing signs of USD rally fatigue and bear divergence across the board. USD peak and bear turn was a core ingredient for our October 30th equity cycle bull turn for EM's and Asia.US dollar weaker bias stems from peak cycle growth, an intermediate top in yield as Fed hikes are baked in but not a Fed pause that is due in Q2 as FX tends to trade forward by 6 months.Forward USD weakness will see EM's and Asia outperform into our Q4 recovery cycle and for parts of 2019.DXY downside targets are presented.

USD rise showed clear signs of struggling amid mounting divergence and slowing upside momentum in our insight Dollar's Fuel and Struggle in Asia - These Are the Currencies to Short into the Next USD Push. We laid out a path to our DXY 97 peak zone and currencies favored to reverse from long to short versus the USD.Euro 1.13 long aligned with DXY 97. Asian FX was already showing signs of USD rally fatigue and bear divergence across the board. USD peak and bear turn was a core ingredient for our October 30th equity cycle bull turn for EM's and Asia.US dollar weaker bias stems from peak cycle growth, an intermediate top in yield as Fed hikes are baked in but not a Fed pause that is due in Q2 as FX tends to trade forward by 6 months.Forward USD weakness will see EM's and Asia outperform into our Q4 recovery cycle and for parts of 2019.DXY downside targets are presented.

United States

The U.S. Dollar Index(USDX) indicates the general int'l value of the USD. The USDX does this by averaging the exchange rates between the USD and major world currencies. The ICE US computes this by using the rates supplied by some 500 banks. FOR REAL TIME SEE EIS ICEA<GO>.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Dollar Index (DXY CURNCY)

Gold Showing the Way

The USD remains mixed, but gold has developed a persistent uptrend. This may reflect underlying weakness in the USD and doubts about the state of...

Greg Gibbs

PBOC and the CNY Job

Over and over again we have commented on China’s FX market as a gauge for health of China’s markets. It is not just due to FX trading and rate...

Christopher Balding

FX During a Trade Truce

Over past couple day the USD dollar index has dropped a little bit, but the CNY has strengthened enormously. We are taking a look at FX results...

Christopher Balding

The Changing Direction of Global Capital Or Why This US Bear Market Will Be Very Different

Impact of Central Bank tightening already squeezing Global Liquidity and hitting asset prices Cross-border Capital Flows are less...

Michael J. Howell

USD Shorts on DXY 97 Peak

USD rise showed clear signs of struggling amid mounting divergence and slowing upside momentum in our insight Dollar's Fuel and Struggle in Asia -...

Thomas Schroeder

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)