Blog

Too bearish, too late

Posted on October 7, 2015 By Greg

The Gibbs’ family in Singapore was breathing a huge sigh of relief yesterday.  Our application for an E2 investor visa for the USA was successful.  After several months of preparation the 5 minute interview at a window at the US embassy in Singapore was a breeze.  My wife and I celebrated with an impromptu lunch […]

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Looking for a few quick singles

Posted on October 1, 2015 By Greg

My family ticked one off the bucket list over the last week, we travelled to Beijing to visit the sites and walk the wall we had heard great things about. We managed to escape the smoke haze in Singapore that has been around far too long. As a friend of mine said yesterday, the haze […]

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A political turning point for the AUD

Posted on September 22, 2015 By Greg

Australian consumer confidence has bounced along with the standing of the governing Liberal National Coalition after the leadership coup by new PM Malcolm Turnbull over the party’s previous leader Tony Abbott. This is good news for the Australian economy and the hope is that the new leadership can own and develop and new plan for […]

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The Tail that wagged the Dog

Posted on September 18, 2015 By Greg

We all love to talk about the Fed, and I can’t help myself either, so here is my two cents worth. In my humble opinion it was a tactical error for Yellen to allow a no rate hike decision, it contributed to, rather than helped reduce global market uncertainty and missed an opportunity to take […]

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Market well prepared for a Fed hike

Posted on September 17, 2015 By Greg

In recent days, leading into the FOMC meeting, high beta assets including emerging market currencies have rallied strongly to their best levels in most cases in over a month.  The market appears to have become well prepared for a Fed rate hike.  This strong market action suggests that there is interest in the wings waiting […]

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Smart move is for the Fed to hike

Posted on September 14, 2015 By Greg

Hi all, I have been in Denver and Breckenridge over the last two weeks sorting a bunch of family and business details, and am back in Singapore since Friday.  I have made a couple of media appointments this week including a spot on CNBC today, to discuss markets, so I have been doing a bit […]

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The Fed wants to get the monkey off its back

Posted on August 31, 2015 By Greg

Fed Vice Chairman Fischer appeared to leave the door open to proceed with a hike on 17 September.   If markets are relatively calm and the US payrolls data not surprisingly weak, then it seems the Fed is ready to take the first step. The Fed messaging of this move has been persistent and not easily […]

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Tiredness to global equity markets not seen for some time

Posted on August 24, 2015 By Greg

Global equity markets may be cheaper again on Monday morning, and some bounce back this week is likely as the market anticipates more global policy easing, but it is hard to be inspired.  It feels like a sell the rally market, not a buy the dip.  In fact in the eye of the storm this […]

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Uncertainty over China is at a new high

Posted on August 19, 2015 By Greg

Thank you very much for registering on my new website ampGFXcapital.com.  This means that you will be on my email distribution list to be notified when my Flagship report “Amplifying Global FX” (more affectionately known as AmpGFX) is ready to be viewed on the website. The email will have a hyperlink to the report that […]

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