December 17, 2009

December 2, 2009

FX in a Brave New World

The nature and breadth of the economic crisis are re-writing the rules of the game for all asset classes and challenging the foundations of accepted economic theory. In an environment where currencies are gaining influence, the opportunities are potentially greater than many realise.

August 19, 2009

Central Banks Begin to Diverge

Different folks, different strokes.

July 22, 2009

Contract together, rise alone

Financial markets continue to remain in a state of uncertain flux as conflicting indicators and persistently unpredictable macro events sway sentiment

July 2, 2009

Uncertain Dollar Outlook

Deterioration in US fundamentals could tip greenback into a crisis of confidence

US Dollar Uncertainty

As economic recovery expectations diverge, the outlook for the US Dollar looks increasingly uncertain

March 26, 2009

On Your Marks, Get Set, Print

The world's central banks are off to the races...expect Main Street to be left behind.


March 2, 2009

A Wide Selection of Themes Continue to Drive Currencies

Over the past 3-6 months several themes have gained prominence for being drivers of sentiment and price action.
The most dominant and market moving have changed rank several times leaving many traders lost in the mire as they struggle to keep up with the pace of the FX market.


January 16, 2009

A New Year With the Same Old Troubles

The variables change but the patterns remain the same, year-in-year-out.