AmpGFX - RBNZ Communication Failure and AUD/NZD Fair Value
We look at the performance of AUD/NZD relative to commodity prices, the relative interest rate outlook in Australia and New Zealand, and other...
161 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...
148 Views
AmpGFX - RBNZ Antes-Up in the Currency Wars, NZD Risk to Downside
The NZD rallied sharply in an extraordinary reaction to a rate cut on Thursday. Even though the cut was fully anticipated, I cannot recall such a...
153 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...
158 Views
AUDGBP: Now, Beware "Sledgehammer"
As we had flagged before the RBA decision, top-heavy GBP shorts toppled following the rate cut announcement, even though AUDUSD rebounded,...
143 Views