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

Asian markets have stabilized awaiting fresh US-China trade talks.  Chinese policymakers may be more focused on stabilising the CNY and Chinese equities ahead of these talks, helping stabilise Asian markets.  Turkish asset markets remain in deep distress, notwithstanding some rebound in the TRL.  Italian markets are also likely to display ongoing stress.  Combined with fears over US sanctions on Iran Russia and Turkey, these risk factors are likely to prevent a significant recovery in EUR.  US bond yields have slipped in recent weeks, and we see increased risk that global market uncertainty generates negative feedback to US asset markets and economic confidence. More stable Asian asset markets, but ongoing heightened global uncertainty, particularly in Europe, may contribute to more sustained gains in the JPY.  Trump’s criticism of the Fed, and accusations of foreign currency manipulation may tend to further undermine global economic confidence and support the JPY.

Asian markets have stabilized awaiting fresh US-China trade talks.  Chinese policymakers may be more focused on stabilising the CNY and Chinese equities ahead of these talks, helping stabilise Asian markets.  Turkish asset markets remain in deep distress, notwithstanding some rebound in the TRL.  Italian markets are also likely to display ongoing stress.  Combined with fears over US sanctions on Iran Russia and Turkey, these risk factors are likely to prevent a significant recovery in EUR.  US bond yields have slipped in recent weeks, and we see increased risk that global market uncertainty generates negative feedback to US asset markets and economic confidence. More stable Asian asset markets, but ongoing heightened global uncertainty, particularly in Europe, may contribute to more sustained gains in the JPY.  Trump’s criticism of the Fed, and accusations of foreign currency manipulation may tend to further undermine global economic confidence and support the JPY.

USD Facing a Negative Feedback Loop, JPY Placed to Benefit More than EUR

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

<figure class="editor-figure mceNonEditable"><img class="editor-image img-responsive" src="https://static-prod.smartkarma.com/images/media/000/057/903/original/CP%20header.jpg?1531720935" data-smartkarma-image-id="57903"></figure>The following webcast outlined our USD bull positioning and rally targets into a USD peak cycle with a focus on Turkish Lira fresh weakness adding fuel to USD strength in Asia as we moving into our slated July USD peak zone that will align with equity lows in Asia to set up an inflection. TRY plays a key role as does the USD/JPY breakout above 111 (resuming the macro bull cycle). We also outline pivot zones and the USD/CNH target.To view click on this link: <a href="http://www.screencast.com/t/DjBbRAfBpP" target="_blank">http://www.screencast.com/t/DjBbRAfBpP</a>…

The following webcast outlined our USD bull positioning and rally targets into a USD peak cycle with a focus on Turkish Lira fresh weakness adding fuel to USD strength in Asia as we moving into our slated July USD peak zone that will align with equity lows in Asia to set up an inflection. TRY plays a key role as does the USD/JPY breakout above 111 (resuming the macro bull cycle). We also outline pivot zones and the USD/CNH target.To view click on this link: http://www.screencast.com/t/DjBbRAfBpP…

GBP has made gains since Friday and may be placed to extend these in coming weeks after recent stronger than expected UK economic reports, upbeat comments from BoE Governor Carney, and a political win for PM May that should help ease Brexit uncertainty in the near term. Trade tensions remain fraught between the US and China and recent weakness in global export confidence may keep Asian currencies under pressure.  China is courting the EU in trade relations to counter the risks of a US trade war.  The EU may find it can ease its trade risks while the US and China slug it out.

GBP has made gains since Friday and may be placed to extend these in coming weeks after recent stronger than expected UK economic reports, upbeat comments from BoE Governor Carney, and a political win for PM May that should help ease Brexit uncertainty in the near term. Trade tensions remain fraught between the US and China and recent weakness in global export confidence may keep Asian currencies under pressure.  China is courting the EU in trade relations to counter the risks of a US trade war.  The EU may find it can ease its trade risks while the US and China slug it out. 

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Thematic (Sector/Industry)

Besieged by opponents on both sides of the Atlantic, and now within her own CDU/CSU/SPD alliance, Angela Merkel looks unlikely to be able to obtain an EU-wide solution on immigration to satisfy her interior minister, Horst Seehofer of the CSU. Although a break-up with the CSU will leave her leading a minority government, her poll ratings will enable that minority government to survive -- albeit precariously. Germany's intransigence on fiscal policy, which lead it to run large twin surpluses that…

Besieged by opponents on both sides of the Atlantic, and now within her own CDU/CSU/SPD alliance, Angela Merkel looks unlikely to be able to obtain an EU-wide solution on immigration to satisfy her interior minister, Horst Seehofer of the CSU. Although a break-up with the CSU will leave her leading a minority government, her poll ratings will enable that minority government to survive -- albeit precariously. Germany's intransigence on fiscal policy, which lead it to run large twin surpluses that…

The rapid demise in Chinese assets on Monday on rehashed news that the US is set to announce investment restrictions, despite RRR cuts, reveals a deeper vulnerability in investor confidence in China.  The US equity market started to show signs of negative feedback from the US administration’s protectionist policies.  The remarkably contradictory comments by Navarro breed even more confusion than normal over White House policy.  If economic and investor confidence has been unsettled in Asia and Europe, and the USA is starting to feel negative feedback from its own policies, gold may be poised for a recovery.

The rapid demise in Chinese assets on Monday on rehashed news that the US is set to announce investment restrictions, despite RRR cuts, reveals a deeper vulnerability in investor confidence in China.  The US equity market started to show signs of negative feedback from the US administration’s protectionist policies.  The remarkably contradictory comments by Navarro breed even more confusion than normal over White House policy.  If economic and investor confidence has been unsettled in Asia and Europe, and the USA is starting to feel negative feedback from its own policies, gold may be poised for a recovery.

Negative Feedback from US Protectionist Policies May Boost Gold

Germany

The euro is the official currency of the European Economic & Monetary Union. 

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Euro (USDEUR CURNCY)

USD Facing a Negative Feedback Loop, JPY Placed to Benefit More than EUR

Asian markets have stabilized awaiting fresh US-China trade talks. Chinese policymakers may be more focused on stabilising the CNY and Chinese...

Greg Gibbs

TRY Fuel for USD Strength in Asia

The following webcast outlined our USD bull positioning and rally targets into a USD peak cycle with a focus on Turkish Lira fresh weakness adding...

Thomas Schroeder

GBP May Be in a Sweet Spot

GBP has made gains since Friday and may be placed to extend these in coming weeks after recent stronger than expected UK economic reports, upbeat...

Greg Gibbs

Angela Merkel: Besieged and Cornered

Besieged by opponents on both sides of the Atlantic, and now within her own CDU/CSU/SPD alliance, Angela Merkel looks unlikely to be able to obtain...

Prasenjit K. Basu

Negative Feedback from US Protectionist Policies May Boost Gold

The rapid demise in Chinese assets on Monday on rehashed news that the US is set to announce investment restrictions, despite RRR cuts, reveals a...

Greg Gibbs

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52-week Range

Market Cap (USDm)

P/E

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