What a crazy week in the markets. Many had said at the outset of 2022 that the FX market may be a little quieter than normal. A war in UKRAINE and increasing INFLATION and SUPPLY CHAIN issues put those ideas well and truly to bed. Never mind the fact that I also believe that we have borderline STAGFLATION in several countries and that RECESSIONS are on the cards plus some moves by Central Banks are actively promoting DEFLATION.... oh happy days! In this week’s ZOOM, I look back at last … [Continue reading]
CENTRAL BANK CREDIBILITY ON THE LINE…
This weekend’s DRIVE THRU (ZOOM) link is below. Last week was all about the RBA and ECB. This week the FED, BOE and BOJ take centre stage. With rising inflation, and economic growth targets being cut, dare I say it, STAGFLATION and RECESSION talk it at the forefront of the economic debates taking place at the moment. In my opinion, long overdue and I have been highlighting this issue for weeks now as the data just continues to move in the wrong direction. Moving on... In this week’s … [Continue reading]
IS BIDEN ON A SUICIDE MISSION? PLUS – THE WEEKLY FX PREMIUM: REVIEW OF THE MAY 2022 PERFORMANCE
Taking a break from the “ZOOM” (YouTube) version of the blog this week by reverting to the written format. I have received feedback on both delivery styles, both positive and negative, so at the end of the day, it’s down to me to decide what I do and as this is FREE... tough shit for those who prefer one format over the other, as it is often said suck it up and move on! With moving on in mind.... Another fascinating month is completed. I do feel like I am looking down on an old black and … [Continue reading]
CENTRAL BANK TARGET RATES ARE NOW THE FOCUS
This weekend’s DRIVE THRU (ZOOM) link is below. I am receiving a lot of feedback, some good, some not so good about switching to away from the written format. For those who prefer a written blog as opposed to a video version, you will be pleased … [Continue reading]
MARKETS ARE STILL ADJUSTING
This week’s DRIVE THRU blog is via Zoom (You Tube) and the link to access my presentation is below. I think that it is fair to say all the “chop” that we have in the markets right now, especially the FX market is simply down to the fact that bigger … [Continue reading]
ARE WE MARCHING INTO A GLOBAL RECESSION?
Welcome to first video version of THE WEEKLY FX DRIVE THRU blog. This format does allow me to be more connected as I can run through my thoughts and ideas in a virtual “one-to-one setting” via video. I have key goals in mind and specific … [Continue reading]
WILL CENTRAL BANKERS SINK OR SWIM?
I had collected so many notes over the past few weeks during my Easter break from trading, with numerous options of topics to note in this blog. However, most of these were shredded given last week’s events. I heard a great quote from BLOOMBERG via … [Continue reading]
THE WEEKLY FX PREMIUM: REVIEW OF THE APRIL 2022 PERFORMANCE
This week is a shorter version of the blog, reflecting only on the WEEKLY FX PREMIUM April trading performance. For the vast majority (almost 75%) of April, I was on my spring break around the Easter holiday period which I use to re-charge the … [Continue reading]
WEEKLY FX PREMIUM REVIEW OF Q1 2022
There is no usual WEEKLY FX DRIVE THRU blog this week.As mentioned last week, I am taking a spring Easter break and my usual content for the DRIVE THRU will return on Sunday May 1st 2022. This week, however, I wanted to post some useful links … [Continue reading]
THE WEEKLY FX PREMIUM: REVIEW OF THE MARCH 2022 PERFORMANCE… including “AN UP RALLY IN A BEAR MOVE”
No one could have predicted what has just happened in Q1. Initially, we were fully engaged in Central Bank talk about how many hikes and when, observing the major banks and financial analysts trying to outdo each other with the most extreme number … [Continue reading]
THE UNCERTAINTIES TAKING ROOT
The uncertainties for the markets to get to grips with continue, and what appears to be daily rotations out of bonds to equities to metals and to cryptos and all places back and in between again continue as different fund managers want a different … [Continue reading]
GBP PUKES ON RATE HIKE
Well last week was eagerly anticipated. One of the questions being asked is did we get good value for the FED and BOE announcements. WTF is the answer to the question. Just one note here to give you a flavour on where I sit vis-à-vis the … [Continue reading]
PERCEPTION versus REALITY
Are you still managing to keep your head above water? If you are, without wanting to sound condescending... well done. It is difficult out there at the moment. Headline news driven markets are a pain to work inside. They are nothing more than … [Continue reading]