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  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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