AmpGFX - Chinese Macro Data Weak, but Property Indicators Much Stronger
The panic in global markets in the first month of the year has reversed course and there has been almost as much panic to get back into the markets...
181 Views
AmpGFX - ECB and BoJ Policy Easing Paths Diverge
The ECB delivered a comprehensive set of further policy easing measures. But it eschewed the concept of a tiered rate policy, in contrast to the...
199 Views
AmpGFX - Taking Stock on a Confusing Start to the Year
After a volatile start to the year that has involved a significant downward revision to global growth expectations, we try to take stock of the...
177 Views
Japan: Economy Struggling to Find Solid Ground
GDP contracted 4% y/y in 4Q15, after rising 1.3% y/y in 3Q15. Investment growth was insufficient to offset weak consumer spending and trade....
171 Views
AmpGFX - JPY Feeling the Unintended Consequences of QE
The USD/JPY has plunged below its previous lows since November 2014. The next major support is the levels preceding the Oct-2014 BoJ QQE phase two...
181 Views