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.

Dollar Crisis or Bearish Dollar?

A false start for policy expectations

Central Banks Begin to Diverge

Different folks, different strokes.

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

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

The Bond Barket is Calling the Shots, As Usual

£1 = €1 = $1 - Possible or probable?

On Your Marks, Get Set, Print

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

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.

A New Year With the Same Old Troubles

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

Why is the US dollar doing so well?

Despite gung-ho central bank policy, the US dollar remains elevated.

A Change of Tides, a Change of Themes

Macro themes continue to keep investors guessing.

Sterling Takes a Tumble

Sharp losses in all GBP pairs.

The Financial Crisis Goes On and On and On...

The severe lack of credit around the globe and the unwillingness of banks to lend capital to their clients as well as each other have been dubbed the “credit crunch” by the media. 

The securitisation of sub-prime US mortgages and their subsequent re-sale and collateralisation has led to far reaching problems for the vast majority of businesses and investors around the world.

Security Over Higher Yield

Investors have been taking cover from risk and volatility in stock, bond, property and credit markets by holding cash in preference to other assets.