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.

Macroeconomics

Little changed to support the rebound in EUR and weakness in the USD on Thursday.&nbsp; In fact dovish ECB comments and on-message statements from senior Fed members suggest the policy divergence is likely to intensify next month.&nbsp; Eurozone industrial production showed a flat trend in recent quarters and US labour data were firm.&nbsp; Eurozone GDP and US retail sales today in focus. A comparison of CAD and AUD reveal much in common, we see downside pressure persisting for both.&nbsp; Weaker oil prices an immediate threat for CAD.&nbsp; Bank of Canada speech tonight in focus.&nbsp; Australian RBA minutes and wage data next week pose downside risk for the AUD.

Little changed to support the rebound in EUR and weakness in the USD on Thursday.&nbsp; In fact dovish ECB comments and on-message statements from senior Fed members suggest the policy divergence is likely to intensify next month.&nbsp; Eurozone industrial production showed a flat trend in recent quarters and US labour data were firm.&nbsp; Eurozone GDP and US retail sales today in focus. A comparison of CAD and AUD reveal much in common, we see downside pressure persisting for both.&nbsp; Weaker oil prices an immediate threat for CAD.&nbsp; Bank of Canada speech tonight in focus.&nbsp; Australian RBA minutes and wage data next week pose downside risk for the AUD.

The AUD is being pulled harder in opposite directions with the labour data suggesting the non-mining sector is coming to life, but weaker commodity demand in China and weak energy prices are dragging harder from below; best to stay on the side-lines for now.&nbsp; Oil prices appear to be responding to concerns over too much supply.&nbsp; The ECB has said low oil prices are a contributing factor to its assessment that more policy easing may be required. We stick to our weaker EUR view, as other major CBs are more prepared to look through the dis-inflation risk.

The AUD is being pulled harder in opposite directions with the labour data suggesting the non-mining sector is coming to life, but weaker commodity demand in China and weak energy prices are dragging harder from below; best to stay on the side-lines for now.&nbsp; Oil prices appear to be responding to concerns over too much supply.&nbsp; The ECB has said low oil prices are a contributing factor to its assessment that more policy easing may be required. We stick to our weaker EUR view, as other major CBs are more prepared to look through the dis-inflation risk.

AmpGFX - AUD pulled harder in opposite directions

Australia

Stonehorse Energy Limited is an energy company, focused on the production of oil and gas from its portfolio of well interests the United States and Australia. The Company's strategy is to invest at the well level in development and production of wells with a high probability of success.

Otto Energy Limited is an oil and gas exploration and production company. The Company has an active development and exploration program in the Philippines, including the producing Galoc oil field, and is also targeting opportunities in East Africa.

Brookside Energy Limited operates as an energy company that is involved in oil and gas exploration, development and production in the United States. The Company uses a real estate development approach to building value by acquiring and developing assets in the Anadarko Basin, Oklahoma.

Byron Energy Ltd is engaged in the identification, analysis and leasing of oil and natural gas prospects exclusively in the shallow waters of the Gulf of Mexico in the USA.

A-Cap Energy Limited (A-Cap) operates as a minerals exploration and development company. The Company explores, mines, and acquires nickel and cobalt laterite resources. A-Cap serves customers in Australia.

Cue Energy Resources Limited is a petroleum and gas exploration, development and production company with operations primarily in New Zealand and Indonesia. The Company operates through various joint ventures.

ADX Energy Ltd. explores for oil and natural gas.  The Company operates onshore and offshore in Tunisia, offshore in Italy, and onshore in Australia.

Challenger Energy Ltd. is an oil and gas exploration and production company. The Company has a growing portfolio of Oil and Gas exploration opportunities in South Africa and the United States.

Jatenergy Limited operates as a consumer goods trading company. The Company offers milk powder, cosmetics, wines, cleaning materials, organic oils, and food products. Jatenergy serves customers in Australia and China.

Helios Energy Ltd operates as an energy company. The Company explores oil and gas. Helios Energy serves customers in the United States and Australia.

Aban Offshore Limited provides oil field services for offshore exploration and production of hydrocarbons to the oil industry. The Company offers technical services, specialists drilling and other services for offshore oil exploration and development. The Company also has its own floating production and storage facilities.

Marine & General Berhad provides marine transportation support services. The Company offers marine logistics services to the upstream and downstream oil and gas industries.

Pacific Radiance Ltd. offers offshore vessels and support services. The Company owns and operates offshore vessels and provides subsea services, shipyard services, marine equipment as well as project logistics to the oil and gas industry around the world.

Carimin Petroleum Berhad provides technical and engineering support services to clients within the Oil and Gas Industry in Malaysia. The Company specializes in engineering, scheduled/work pack development, procurement, structural/piping fabrication, electrical/instrumentation installation, pre-commissioning and commissioning activities.

United Drilling Tools Ltd. manufactures downhole tools, handling tools, gas lift equipments, wire line & well service equipment.

SPT Energy Group Inc. provides integrated oil field services  The Company provides integrated oilfield services ranging from reservoir research, drilling, well completion and well testing to oil and gas production related services (e.g., oil and gas production enhancement), well workover and other related services. SPT also manufactures and sells oilfield service related products.

MTQ Corporation Limited provides oilfield engineering services. The Company also rents oilfield equipment, sells and services turbocharger and fuel injection parts.

Daldrup & Soehne AG operates in the drilling and environmental engineering services industry. The Company provides drilling services for geothermal energy, water extraction and offers decontamination services as well. Daldrup also drills for raw materials such as copper and nickel. The Company also owns and runs geothermal power stations in Germany producing electricity and heat.

CH Offshore Limited owns and charters vessels to support and service the offshore oil and gas industry.  The Company also provides seismic surveys, towing and anchor handling of drill rigs and equipment, and transportation of supplies and personnel.  CH Offshore provides supporting services for the construction of platforms and laying of the pipelines.

PT Citra Tubindo Tbk processes seamless pipes, end-finishes oil country tubular goods (OCTG), and fabricates accessories for the oil and gas industry. The Company also manufactures couplings, pub joints, crossovers, blast joints as well as tests, inspects, repairs, cleans, and threads pipes. Through it subsidiary, the Company provides transportation and support services.

Matrix Composites & Engineering Ltd. is an engineering company. The Company specialises in the design, application and manufacturing of products based on advanced composite materials, engineering plastics and elastomers.

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Matrix Composites & Eng (MCE AU)

AmpGFX - CAD and AUD in the hot-seat

Little changed to support the rebound in EUR and weakness in the USD on Thursday. In fact dovish ECB comments and on-message statements from...

Greg Gibbs

AmpGFX - AUD pulled harder in opposite directions

The AUD is being pulled harder in opposite directions with the labour data suggesting the non-mining sector is coming to life, but weaker commodity...

Greg Gibbs

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