Real Time Briefing


View Latest

View Archive


Thoughts on EUR, AUD, GBP and USD

January 31st, 2019

EUR – bank problems, CPI risk, stronger real yield spread, stable sovereign risk.

USD – lower real yields, payrolls unlikely to help the dollar.

GBP – Brexit uncertainty extended, no deal risk lingers, but still very low.

AUD – commodities stronger, commodity currencies strong, trade talks sound positive, global risk factors have been the main driver, Bank shares weak, RBA policy tweak risk.

 

Download Full Report

Disclosure and Certification

  • The author of this report often has positions in the currencies and securities referenced in the report at the time of publication, or plans to trade in these currencies and securities.
  • The views expressed in this report accurately reflect the author’s personal opinion about the referenced currencies and securities referenced and other subject matter.
  • The report does not contain and is not based on any non-public, material information.
  • The information in this report has been obtained from sources we believe to be reputable and accurate, but we have not independently checked or verified that information.
  • This report is protected by copyright laws. Please do not republish, post or distribute in any way its contents without prior permission from our company.
  • Our Company is incorporated and licensed in Australia to provide only general financial advice. Please see our financial services guide and terms and conditions for use of this report for more information.

Greg Gibbs,
Founder, Analyst and PM
Amplifying Global FX Capital Pty Ltd