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

Just when you think you have a bead on the likely direction in FX markets, you would be advised to sit, wait and consider taking the opposite view.  There have been a number of swings in the last month that have reversed and put the market back into the preceding range.  Issues the market is grappling with are US trade protectionist policy, a drop in confidence in the US high tech sector, US political chaos, thawing North Korean tensions, and tightening in USD short-term funding, spreading to higher Australian bank funding costs.  Just as trade fears may be easing, high tech sector woes may be increasing.  US political risk is likely to build into the mid-terms. As March draws to a close, it seems best to watch and wait for cleaner air to derive trading strategy.

Just when you think you have a bead on the likely direction in FX markets, you would be advised to sit, wait and consider taking the opposite view.  There have been a number of swings in the last month that have reversed and put the market back into the preceding range.  Issues the market is grappling with are US trade protectionist policy, a drop in confidence in the US high tech sector, US political chaos, thawing North Korean tensions, and tightening in USD short-term funding, spreading to higher Australian bank funding costs.  Just as trade fears may be easing, high tech sector woes may be increasing.  US political risk is likely to build into the mid-terms. As March draws to a close, it seems best to watch and wait for cleaner air to derive trading strategy.

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.


In President Trump’s favour, he at least seems to recognise the secular forces battering America. Three decades of the so-called Washington Consensus, whereby US policy encouraged liberal democracy, free trade, open capital markets and governance by super-national institutions, such as the UN, World Bank, IMF, WTO and NATO have left an uneven playing field. However, his latest proposed solution of increased tariffs cannot work against what we should all now be calling the Beijing Consensus.…

In President Trump’s favour, he at least seems to recognise the secular forces battering America. Three decades of the so-called Washington Consensus, whereby US policy encouraged liberal democracy, free trade, open capital markets and governance by super-national institutions, such as the UN, World Bank, IMF, WTO and NATO have left an uneven playing field. However, his latest proposed solution of increased tariffs cannot work against what we should all now be calling the Beijing Consensus.…

Why A Trade War Will Not Save The Trump Dollar

Founder & CEO. Oil markets macro-analysis., Vanda Insights

Vandana Hari

Founder & CEO. Oil markets macro-analysis.

Vanda Insights

Vanda Insights is a Singapore-based boutique provider of intelligence on the global energy markets, launched in September 2016. The venture was born out of a desire to extract the signal from the noise in the complex and often volatile oil markets. Our succinct and clear macro analysis is relied upon by thousands of readers globally, including those doing business directly or indirectly in the physical commodity and derivatives markets; wealth managers; governments, regulatory bodies and think-tanks; as well as trade organizations and educational institutions.

Global Energy Markets

Commodities

Benchmark crude futures prices jumped nearly 3% Wednesday, inching close to the three-year highs notched in January, as an across-the-board drawdown in US commercial crude and refined product inventories amplified market perception of gradually tightening supplies.Crude was continuing to climb early Thursday in Asia on the back of some residual momentum from Wednesday’s session, with ICE Brent futures changing hands around $69.53/barrel and NYMEX WTI around $65.27 at 0200 GMT.Growing fears over…

Benchmark crude futures prices jumped nearly 3% Wednesday, inching close to the three-year highs notched in January, as an across-the-board drawdown in US commercial crude and refined product inventories amplified market perception of gradually tightening supplies.Crude was continuing to climb early Thursday in Asia on the back of some residual momentum from Wednesday’s session, with ICE Brent futures changing hands around $69.53/barrel and NYMEX WTI around $65.27 at 0200 GMT.Growing fears over…

Flash Oil Update: Crude Prices Hit 2-Month Highs

FOMC raised GDP forecasts for 2018 from 2.5 to 2.7; for 2019 from 2.1% to 2.4%.  However, it left the 2020 GDP forecast at 2.0%, and the long run potential rate at 1.8%.It lowered unemployment rate forecasts across the profile from 2018 to 2020. From 3.9 to 3.8% in 2018, from 3.9 to 3.6% in 2019, and 4.0 to 3.6% in 2020.They lowered the neutral unemployment rate from 4.6% to 4.5%.  With unemployment expected to remain and fall well below this level over the forecast horizon.PCE inflation…

FOMC raised GDP forecasts for 2018 from 2.5 to 2.7; for 2019 from 2.1% to 2.4%.  However, it left the 2020 GDP forecast at 2.0%, and the long run potential rate at 1.8%.It lowered unemployment rate forecasts across the profile from 2018 to 2020. From 3.9 to 3.8% in 2018, from 3.9 to 3.6% in 2019, and 4.0 to 3.6% in 2020.They lowered the neutral unemployment rate from 4.6% to 4.5%.  With unemployment expected to remain and fall well below this level over the forecast horizon.PCE inflation…

FOMC Quick Take -Upgrade to Forecasts, but Sets a Suck It and See Tone

Emerging Markets Cross-Asset Strategist, Emvest Partners

Guillaume Coutant

Emerging Markets Cross-Asset Strategist

Cross-Asset Emerging Markets Technical Research

Emvest Partners

Emvest Partners is the leading independent French financial analyst specializing in Emerging Markets for  Asset Managers, Hedge Funds and Family Offices. The studies provided by Emvest Partners are based on a top-down, cross-asset and relative-value approach of the financial markets. The articulation of macroeconomic analysis and technical analysis improves the consistency of the recommendations, the mitigation of risks of error and a significant improvement in performance.

Technical Analysis

<h2>US DOLLAR INDEX (DXY) / EURUSD: expecting new USD lows to be printed</h2><ul>
<li>
<a href="https://www.smartkarma.com/entities/26018" target="_blank" data-smartkarma-citation="entities:26018:1">U.S. Dollar Index (USDX) (DXY CURNCY)</a> is in a bearish trend since the beginning of 2017, illustrated by the descending line resistance at 91.00 and the 55-day MA capping the market.</li>
<li>Mathematical indicators are back at resistance which suggest a new drop. <figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/047/823/original/DXY%20Curncy%20%28DOLLAR%20INDEX%20SPOT%29%20T%202018-03-19%2015-31-16.png?1521618760" class="editor-image img-responsive" data-smartkarma-image-id="47823"></figure>
</li>
</ul><ul>
<li>EURUSD remains clearly above its ascending trendline and 55-day MA support at 1.2220/1.2170.</li>
<li>The surpassing of 1.2380 would confirm the rise towards 1.2540 and new highs at…</li>
</ul>

US DOLLAR INDEX (DXY) / EURUSD: expecting new USD lows to be printed

U.S. Dollar Index (USDX) (DXY CURNCY) is in a bearish trend since the beginning of 2017, illustrated by the descending line resistance at 91.00 and the 55-day MA capping the market.
Mathematical indicators are back at resistance which suggest a new drop. 


EURUSD remains clearly above its ascending trendline and 55-day MA support at 1.2220/1.2170.
The surpassing of 1.2380 would confirm the rise towards 1.2540 and new highs at…


United States

The euro is the official currency of the European Economic & Monetary Union.  The US dollar is the official currency of the United States of America.

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52-week Range	0.00 - 0.00
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EURO/US DOLLAR (EURUSD CURNCY)

Does Anything in FX Make Sense Anymore?

Just when you think you have a bead on the likely direction in FX markets, you would be advised to sit, wait and consider taking the opposite...

Greg Gibbs

Why A Trade War Will Not Save The Trump Dollar

In President Trump’s favour, he at least seems to recognise the secular forces battering America. Three decades of the so-called Washington...

Michael J. Howell

Flash Oil Update: Crude Prices Hit 2-Month Highs

Benchmark crude futures prices jumped nearly 3% Wednesday, inching close to the three-year highs notched in January, as an across-the-board...

Vandana Hari

FOMC Quick Take -Upgrade to Forecasts, but Sets a Suck It and See Tone

FOMC raised GDP forecasts for 2018 from 2.5 to 2.7; for 2019 from 2.1% to 2.4%. However, it left the 2020 GDP forecast at 2.0%, and the long run...

Greg Gibbs

US Dollar Last Push Down Before Reversal

US DOLLAR INDEX (DXY) / EURUSD: expecting new USD lows to be printed U.S. Dollar Index (USDX) (DXY CURNCY) is in a bearish trend since the...

Guillaume Coutant

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52-week Range

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