Here is our summary of this week’s moves in the positioning of the large speculative FX trading community as reported by the CFTC in their Commitment of Traders Report AND what it means ...
The Australian Dollar and its trend is in the news again as the sellers line up and sentiment turns. Here is an interview I did over at MacroBusiness Australia’s premier ...
Welcome to the first of our new weekly subscriber newsletters – Each Saturday morning in Australia and Asia, and Friday evening/night in the US and Europe we will publish our ...
We normally stay out of politics – it is something that we learned working in funds management and for the Major banks for much of the last quarter century that commenting on ...
As asset classes go FX is one of the harder ones to put a value on. They aren’t like stocks, there are no earnings to base your PE off. There is no book value in the sense that ...
This is one of the most cogent outlooks for japan I have seen, read or heard from anyone recently. The fact that I happen to agree with pretty much everything he says makes my view ...
The Australian Dollar’s strength over the past few years has been extra-ordinary. Sitting mostly above 1.00 against the US dollar for at least 2 years now the Aussie dollar is ...
When you write everyday and constantly every day it is sometimes difficult to think in anything other than the immediate, what happened overnight, what’s going to happen today, ...
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