Brexit Impact Over, Yields Rising, Currencies at Both Ends of Risk Spectrum Fall
Brexit fear is now close to being fully priced into the GBP, in our view. The most recent slide in October tends to reflect the hard Brexit risk. ...
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AmpGFX - Knock-Ons from Rising Bond Yields
GBP has finally and belatedly responded to the heightened and prolonged Brexit uncertainty, notwithstanding a resilient UK economy and prospects of...
165 Views
AmpGFX - Banks Weak, but Commodities Firming
News related to Deutsche Bank turned around what was a developing risk positive trend in global markets and currencies this week. A stronger oil...
140 Views
AmpGFX - ECB and BoJ Buckle in for the Long Haul
Policy inertia at the major central banks may be contributing to a low degree of commitment in FX and rates markets leaving them subject to flights...
146 Views
AmpGFX - Emerging Economies Take Lead over Languishing Majors
USA rate hikes are again slipping out of view. The ISM reports and broad labor market indicators suggest that economic momentum is slipping below...
151 Views