Morning Call – Growth stalls, Aussie falls, Inflation and gold lower
Morning Call – Growth stalls, Aussie falls, Inflation and gold lower
/ May 17, 2013 0 COMMENTS
Data data everywhere and not a drop of growth. We’ve gone with that as the ...
FX CFTC CoT Positoning – Traders still long Aussie even though its below parity
FX CFTC CoT Positoning – Traders still long Aussie even though its below parity
/ May 13, 2013 0 COMMENTS
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 ...
Aussie Dollar Outlook Podcast with MacroBusiness
Aussie Dollar Outlook Podcast with MacroBusiness
/ May 12, 2013 0 COMMENTS
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 ...
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Sign up for Macro Musings our free weekly newsletter.
/ May 11, 2013 0 COMMENTS
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 ...
Australian Dollar is precarious and at risk of capital flight
Australian Dollar is precarious and at risk of capital flight
/ April 29, 2013 3 COMMENTS
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 ...
Currency Valuation – Art or Science?
Currency Valuation – Art or Science?
/ April 9, 2013 0 COMMENTS
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 ...
Andy Xie says USDJPY to 150
Andy Xie says USDJPY to 150
/ March 7, 2013 0 COMMENTS
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 ...
FITCH: Strong Australian Dollar bad News for Aussie Miners
FITCH: Strong Australian Dollar bad News for Aussie Miners
/ January 23, 2013 0 COMMENTS
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 ...
The Difference between Trading and Rhetoric
The Difference between Trading and Rhetoric
/ October 17, 2012 2 COMMENTS
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, ...